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朗美通（LITE）与Pediatrix Medical Group, Inc.（MD）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是Pediatrix Medical Group, Inc.的1.3倍（$665.5M vs $493.8M），朗美通净利率更高（11.8% vs 6.8%，领先4.9%），朗美通同比增速更快（65.5% vs -1.7%），过去两年朗美通的营收复合增速更高（34.8% vs -0.1%）
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
Pediatrix Medical Group是美国领先的专科医疗服务提供商，核心业务覆盖母胎医学、新生儿科、儿科心脏病学等儿科亚专科领域，与美国各地医疗机构合作，为女性、新生儿及儿童提供循证专科医疗服务。
LITE vs MD — 直观对比
营收规模更大
LITE
是对方的1.3倍
$493.8M
营收增速更快
LITE
高出67.2%
-1.7%
净利率更高
LITE
高出4.9%
6.8%
两年增速更快
LITE
近两年复合增速
-0.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $493.8M |
| 净利润 | $78.2M | $33.7M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 9.9% |
| 净利率 | 11.8% | 6.8% |
| 营收同比 | 65.5% | -1.7% |
| 净利润同比 | 228.4% | 10.5% |
| 每股收益（稀释后） | $0.89 | $0.40 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LITEMD
| Q4 25 | $665.5M | $493.8M | ||
| Q3 25 | $533.8M | $492.9M | ||
| Q2 25 | $480.7M | $468.8M | ||
| Q1 25 | $425.2M | $458.4M | ||
| Q4 24 | $402.2M | $502.4M | ||
| Q3 24 | $336.9M | $511.2M | ||
| Q2 24 | $308.3M | $504.3M | ||
| Q1 24 | $366.5M | $495.1M |
净利润LITEMD
| Q4 25 | $78.2M | $33.7M | ||
| Q3 25 | $4.2M | $71.7M | ||
| Q2 25 | $213.3M | $39.3M | ||
| Q1 25 | $-44.1M | $20.7M | ||
| Q4 24 | $-60.9M | $30.5M | ||
| Q3 24 | $-82.4M | $19.4M | ||
| Q2 24 | $-252.5M | $-153.0M | ||
| Q1 24 | $-127.0M | $4.0M |
毛利率LITEMD
| Q4 25 | 36.1% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 28.8% | — | ||
| Q4 24 | 24.8% | — | ||
| Q3 24 | 23.1% | — | ||
| Q2 24 | 16.6% | — | ||
| Q1 24 | 16.2% | — |
营业利润率LITEMD
| Q4 25 | 9.7% | 9.9% | ||
| Q3 25 | 1.3% | 13.8% | ||
| Q2 25 | -1.7% | 12.8% | ||
| Q1 25 | -8.9% | 7.0% | ||
| Q4 24 | -12.8% | 7.8% | ||
| Q3 24 | -24.5% | 6.6% | ||
| Q2 24 | -43.3% | -31.3% | ||
| Q1 24 | -31.3% | 3.2% |
净利率LITEMD
| Q4 25 | 11.8% | 6.8% | ||
| Q3 25 | 0.8% | 14.5% | ||
| Q2 25 | 44.4% | 8.4% | ||
| Q1 25 | -10.4% | 4.5% | ||
| Q4 24 | -15.1% | 6.1% | ||
| Q3 24 | -24.5% | 3.8% | ||
| Q2 24 | -81.9% | -30.3% | ||
| Q1 24 | -34.7% | 0.8% |
每股收益（稀释后）LITEMD
| Q4 25 | $0.89 | $0.40 | ||
| Q3 25 | $0.05 | $0.84 | ||
| Q2 25 | $3.10 | $0.46 | ||
| Q1 25 | $-0.64 | $0.24 | ||
| Q4 24 | $-0.88 | $0.37 | ||
| Q3 24 | $-1.21 | $0.23 | ||
| Q2 24 | $-3.75 | $-1.84 | ||
| Q1 24 | $-1.88 | $0.05 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.2B | $375.2M |
| 总债务越低越好 | — | $570.5M |
| 股东权益账面价值 | $846.6M | $865.9M |
| 总资产 | $4.8B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资LITEMD
| Q4 25 | $1.2B | $375.2M | ||
| Q3 25 | $1.1B | $340.1M | ||
| Q2 25 | $877.1M | $224.7M | ||
| Q1 25 | $866.7M | $99.0M | ||
| Q4 24 | $896.7M | $229.9M | ||
| Q3 24 | $916.1M | $103.8M | ||
| Q2 24 | $887.0M | $19.4M | ||
| Q1 24 | $870.9M | $8.0M |
总债务LITEMD
| Q4 25 | — | $570.5M | ||
| Q3 25 | — | $577.2M | ||
| Q2 25 | — | $583.9M | ||
| Q1 25 | — | $590.5M | ||
| Q4 24 | — | $597.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LITEMD
| Q4 25 | $846.6M | $865.9M | ||
| Q3 25 | $780.8M | $890.7M | ||
| Q2 25 | $1.1B | $833.8M | ||
| Q1 25 | $879.5M | $789.2M | ||
| Q4 24 | $872.3M | $764.9M | ||
| Q3 24 | $895.9M | $732.5M | ||
| Q2 24 | $957.3M | $706.5M | ||
| Q1 24 | $1.2B | $856.2M |
总资产LITEMD
| Q4 25 | $4.8B | $2.2B | ||
| Q3 25 | $4.6B | $2.2B | ||
| Q2 25 | $4.2B | $2.1B | ||
| Q1 25 | $4.0B | $2.0B | ||
| Q4 24 | $4.0B | $2.2B | ||
| Q3 24 | $4.0B | $2.1B | ||
| Q2 24 | $3.9B | $2.0B | ||
| Q1 24 | $4.2B | $2.2B |
负债/权益比LITEMD
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.78× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $126.7M | $114.1M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | 12.6% | — |
| 现金转化率经营现金流/净利润 | 1.62× | 3.39× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | — |
8季度趋势，按日历期对齐
经营现金流LITEMD
| Q4 25 | $126.7M | $114.1M | ||
| Q3 25 | $57.9M | $137.3M | ||
| Q2 25 | $64.0M | $137.2M | ||
| Q1 25 | $-1.6M | $-117.5M | ||
| Q4 24 | $24.3M | $133.0M | ||
| Q3 24 | $39.6M | $91.8M | ||
| Q2 24 | $35.5M | $107.0M | ||
| Q1 24 | $-7.0M | $-125.2M |
自由现金流LITEMD
| Q4 25 | $43.1M | — | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $-64.4M | — | ||
| Q4 24 | $-15.9M | — | ||
| Q3 24 | $-34.5M | — | ||
| Q2 24 | $10.9M | — | ||
| Q1 24 | $-26.6M | — |
自由现金流率LITEMD
| Q4 25 | 6.5% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -15.1% | — | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -10.2% | — | ||
| Q2 24 | 3.5% | — | ||
| Q1 24 | -7.3% | — |
资本支出强度LITEMD
| Q4 25 | 12.6% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.3% | — |
现金转化率LITEMD
| Q4 25 | 1.62× | 3.39× | ||
| Q3 25 | 13.79× | 1.91× | ||
| Q2 25 | 0.30× | 3.49× | ||
| Q1 25 | — | -5.66× | ||
| Q4 24 | — | 4.36× | ||
| Q3 24 | — | 4.72× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -31.03× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
