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朗美通（LITE）与MongoDB, Inc.（MDB）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MongoDB, Inc.的1.1倍（$665.5M vs $628.3M），朗美通净利率更高（11.8% vs -0.3%，领先12.1%），朗美通同比增速更快（65.5% vs 18.7%），MongoDB, Inc.自由现金流更多（$141.8M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 17.1%）
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。
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
LITE vs MDB — 直观对比
营收规模更大
LITE
是对方的1.1倍
$628.3M
营收增速更快
LITE
高出46.8%
18.7%
净利率更高
LITE
高出12.1%
-0.3%
自由现金流更多
MDB
多$98.7M
$43.1M
两年增速更快
LITE
近两年复合增速
17.1%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $628.3M |
| 净利润 | $78.2M | $-2.0M |
| 毛利率 | 36.1% | 71.5% |
| 营业利润率 | 9.7% | -2.9% |
| 净利率 | 11.8% | -0.3% |
| 营收同比 | 65.5% | 18.7% |
| 净利润同比 | 228.4% | 79.5% |
| 每股收益（稀释后） | $0.89 | — |
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LITEMDB
| Q4 25 | $665.5M | $628.3M | ||
| Q3 25 | $533.8M | $591.4M | ||
| Q2 25 | $480.7M | $549.0M | ||
| Q1 25 | $425.2M | $548.4M | ||
| Q4 24 | $402.2M | $529.4M | ||
| Q3 24 | $336.9M | $478.1M | ||
| Q2 24 | $308.3M | $450.6M | ||
| Q1 24 | $366.5M | $458.0M |
净利润LITEMDB
| Q4 25 | $78.2M | $-2.0M | ||
| Q3 25 | $4.2M | $-47.0M | ||
| Q2 25 | $213.3M | $-37.6M | ||
| Q1 25 | $-44.1M | $15.8M | ||
| Q4 24 | $-60.9M | $-9.8M | ||
| Q3 24 | $-82.4M | $-54.5M | ||
| Q2 24 | $-252.5M | $-80.6M | ||
| Q1 24 | $-127.0M | $-55.5M |
毛利率LITEMDB
| Q4 25 | 36.1% | 71.5% | ||
| Q3 25 | 34.0% | 71.0% | ||
| Q2 25 | 33.3% | 71.2% | ||
| Q1 25 | 28.8% | 72.8% | ||
| Q4 24 | 24.8% | 74.4% | ||
| Q3 24 | 23.1% | 73.2% | ||
| Q2 24 | 16.6% | 72.8% | ||
| Q1 24 | 16.2% | 75.0% |
营业利润率LITEMDB
| Q4 25 | 9.7% | -2.9% | ||
| Q3 25 | 1.3% | -11.0% | ||
| Q2 25 | -1.7% | -9.8% | ||
| Q1 25 | -8.9% | -3.4% | ||
| Q4 24 | -12.8% | -5.3% | ||
| Q3 24 | -24.5% | -14.9% | ||
| Q2 24 | -43.3% | -21.8% | ||
| Q1 24 | -31.3% | -15.5% |
净利率LITEMDB
| Q4 25 | 11.8% | -0.3% | ||
| Q3 25 | 0.8% | -8.0% | ||
| Q2 25 | 44.4% | -6.9% | ||
| Q1 25 | -10.4% | 2.9% | ||
| Q4 24 | -15.1% | -1.8% | ||
| Q3 24 | -24.5% | -11.4% | ||
| Q2 24 | -81.9% | -17.9% | ||
| Q1 24 | -34.7% | -12.1% |
每股收益（稀释后）LITEMDB
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $3.10 | — | ||
| Q1 25 | $-0.64 | — | ||
| Q4 24 | $-0.88 | — | ||
| Q3 24 | $-1.21 | — | ||
| Q2 24 | $-3.75 | — | ||
| Q1 24 | $-1.88 | — |
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 | $834.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $2.9B |
| 总资产 | $4.8B | $3.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LITEMDB
| Q4 25 | $1.2B | $834.1M | ||
| Q3 25 | $1.1B | $647.1M | ||
| Q2 25 | $877.1M | $657.8M | ||
| Q1 25 | $866.7M | $490.1M | ||
| Q4 24 | $896.7M | $673.1M | ||
| Q3 24 | $916.1M | $1.3B | ||
| Q2 24 | $887.0M | $815.7M | ||
| Q1 24 | $870.9M | $803.0M |
股东权益LITEMDB
| Q4 25 | $846.6M | $2.9B | ||
| Q3 25 | $780.8M | $2.9B | ||
| Q2 25 | $1.1B | $3.0B | ||
| Q1 25 | $879.5M | $2.8B | ||
| Q4 24 | $872.3M | $1.5B | ||
| Q3 24 | $895.9M | $1.4B | ||
| Q2 24 | $957.3M | $1.3B | ||
| Q1 24 | $1.2B | $1.1B |
总资产LITEMDB
| Q4 25 | $4.8B | $3.6B | ||
| Q3 25 | $4.6B | $3.5B | ||
| Q2 25 | $4.2B | $3.6B | ||
| Q1 25 | $4.0B | $3.4B | ||
| Q4 24 | $4.0B | $3.2B | ||
| Q3 24 | $4.0B | $3.1B | ||
| Q2 24 | $3.9B | $3.0B | ||
| Q1 24 | $4.2B | $2.9B |
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 | $143.5M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $141.8M |
| 自由现金流率自由现金流/营收 | 6.5% | 22.6% |
| 资本支出强度资本支出/营收 | 12.6% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.62× | — |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $346.3M |
8季度趋势，按日历期对齐
经营现金流LITEMDB
| Q4 25 | $126.7M | $143.5M | ||
| Q3 25 | $57.9M | $72.1M | ||
| Q2 25 | $64.0M | $109.9M | ||
| Q1 25 | $-1.6M | $50.5M | ||
| Q4 24 | $24.3M | $37.4M | ||
| Q3 24 | $39.6M | $-1.4M | ||
| Q2 24 | $35.5M | $63.6M | ||
| Q1 24 | $-7.0M | $54.6M |
自由现金流LITEMDB
| Q4 25 | $43.1M | $141.8M | ||
| Q3 25 | $-18.3M | $71.6M | ||
| Q2 25 | $10.1M | $108.3M | ||
| Q1 25 | $-64.4M | $24.6M | ||
| Q4 24 | $-15.9M | $35.5M | ||
| Q3 24 | $-34.5M | $-2.4M | ||
| Q2 24 | $10.9M | $63.1M | ||
| Q1 24 | $-26.6M | $51.9M |
自由现金流率LITEMDB
| Q4 25 | 6.5% | 22.6% | ||
| Q3 25 | -3.4% | 12.1% | ||
| Q2 25 | 2.1% | 19.7% | ||
| Q1 25 | -15.1% | 4.5% | ||
| Q4 24 | -4.0% | 6.7% | ||
| Q3 24 | -10.2% | -0.5% | ||
| Q2 24 | 3.5% | 14.0% | ||
| Q1 24 | -7.3% | 11.3% |
资本支出强度LITEMDB
| Q4 25 | 12.6% | 0.3% | ||
| Q3 25 | 14.3% | 0.1% | ||
| Q2 25 | 11.2% | 0.3% | ||
| Q1 25 | 14.8% | 4.7% | ||
| Q4 24 | 10.0% | 0.4% | ||
| Q3 24 | 22.0% | 0.2% | ||
| Q2 24 | 8.0% | 0.1% | ||
| Q1 24 | 5.3% | 0.6% |
现金转化率LITEMDB
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | 3.19× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
