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朗美通（LITE）与Monolithic Power Systems（MPWR）财务数据对比。点击上方公司名可切换其他公司
Monolithic Power Systems的季度营收约是朗美通的1.2倍（$804.2M vs $665.5M），Monolithic Power Systems净利率更高（24.0% vs 11.8%，领先12.3%），朗美通同比增速更快（65.5% vs 26.1%），过去两年朗美通的营收复合增速更高（34.8% vs 25.9%）
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。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
LITE vs MPWR — 直观对比
营收规模更大
MPWR
是对方的1.2倍
$665.5M
营收增速更快
LITE
高出39.3%
26.1%
净利率更高
MPWR
高出12.3%
11.8%
两年增速更快
LITE
近两年复合增速
25.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $804.2M |
| 净利润 | $78.2M | $193.2M |
| 毛利率 | 36.1% | 55.3% |
| 营业利润率 | 9.7% | 30.0% |
| 净利率 | 11.8% | 24.0% |
| 营收同比 | 65.5% | 26.1% |
| 净利润同比 | 228.4% | 43.1% |
| 每股收益（稀释后） | $0.89 | $3.92 |
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LITEMPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $665.5M | $751.2M | ||
| Q3 25 | $533.8M | $737.2M | ||
| Q2 25 | $480.7M | $664.6M | ||
| Q1 25 | $425.2M | $637.6M | ||
| Q4 24 | $402.2M | $621.7M | ||
| Q3 24 | $336.9M | $620.1M | ||
| Q2 24 | $308.3M | $507.4M |
净利润LITEMPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $78.2M | $171.7M | ||
| Q3 25 | $4.2M | $179.8M | ||
| Q2 25 | $213.3M | $135.0M | ||
| Q1 25 | $-44.1M | $135.1M | ||
| Q4 24 | $-60.9M | $1.3B | ||
| Q3 24 | $-82.4M | $144.4M | ||
| Q2 24 | $-252.5M | $100.4M |
毛利率LITEMPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | 36.1% | 55.2% | ||
| Q3 25 | 34.0% | 55.1% | ||
| Q2 25 | 33.3% | 55.1% | ||
| Q1 25 | 28.8% | 55.4% | ||
| Q4 24 | 24.8% | 55.4% | ||
| Q3 24 | 23.1% | 55.4% | ||
| Q2 24 | 16.6% | 55.3% |
营业利润率LITEMPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | 9.7% | 26.6% | ||
| Q3 25 | 1.3% | 26.5% | ||
| Q2 25 | -1.7% | 24.8% | ||
| Q1 25 | -8.9% | 26.5% | ||
| Q4 24 | -12.8% | 26.3% | ||
| Q3 24 | -24.5% | 26.5% | ||
| Q2 24 | -43.3% | 23.0% |
净利率LITEMPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | 11.8% | 22.9% | ||
| Q3 25 | 0.8% | 24.4% | ||
| Q2 25 | 44.4% | 20.3% | ||
| Q1 25 | -10.4% | 21.2% | ||
| Q4 24 | -15.1% | 201.8% | ||
| Q3 24 | -24.5% | 23.3% | ||
| Q2 24 | -81.9% | 19.8% |
每股收益（稀释后）LITEMPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | $0.89 | $3.50 | ||
| Q3 25 | $0.05 | $3.74 | ||
| Q2 25 | $3.10 | $2.81 | ||
| Q1 25 | $-0.64 | $2.81 | ||
| Q4 24 | $-0.88 | $25.71 | ||
| Q3 24 | $-1.21 | $2.95 | ||
| Q2 24 | $-3.75 | $2.05 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $3.7B |
| 总资产 | $4.8B | $4.4B |
| 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LITEMPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $877.1M | $1.1B | ||
| Q1 25 | $866.7M | $1.0B | ||
| Q4 24 | $896.7M | $862.9M | ||
| Q3 24 | $916.1M | $1.5B | ||
| Q2 24 | $887.0M | $1.3B |
股东权益LITEMPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $846.6M | $3.5B | ||
| Q3 25 | $780.8M | $3.4B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $879.5M | $3.1B | ||
| Q4 24 | $872.3M | $3.0B | ||
| Q3 24 | $895.9M | $2.4B | ||
| Q2 24 | $957.3M | $2.2B |
总资产LITEMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $4.8B | $4.2B | ||
| Q3 25 | $4.6B | $4.1B | ||
| Q2 25 | $4.2B | $3.9B | ||
| Q1 25 | $4.0B | $3.7B | ||
| Q4 24 | $4.0B | $3.5B | ||
| Q3 24 | $4.0B | $2.9B | ||
| Q2 24 | $3.9B | $2.6B |
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 | — |
| 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× | — |
| 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LITEMPWR
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $104.9M | ||
| Q3 25 | $57.9M | $239.3M | ||
| Q2 25 | $64.0M | $237.6M | ||
| Q1 25 | $-1.6M | $256.4M | ||
| Q4 24 | $24.3M | $167.7M | ||
| Q3 24 | $39.6M | $231.7M | ||
| Q2 24 | $35.5M | $141.0M |
自由现金流LITEMPWR
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $63.9M | ||
| Q3 25 | $-18.3M | $196.8M | ||
| Q2 25 | $10.1M | $189.5M | ||
| Q1 25 | $-64.4M | $216.0M | ||
| Q4 24 | $-15.9M | $102.9M | ||
| Q3 24 | $-34.5M | $197.9M | ||
| Q2 24 | $10.9M | $109.5M |
自由现金流率LITEMPWR
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 8.5% | ||
| Q3 25 | -3.4% | 26.7% | ||
| Q2 25 | 2.1% | 28.5% | ||
| Q1 25 | -15.1% | 33.9% | ||
| Q4 24 | -4.0% | 16.5% | ||
| Q3 24 | -10.2% | 31.9% | ||
| Q2 24 | 3.5% | 21.6% |
资本支出强度LITEMPWR
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 5.5% | ||
| Q3 25 | 14.3% | 5.8% | ||
| Q2 25 | 11.2% | 7.2% | ||
| Q1 25 | 14.8% | 6.3% | ||
| Q4 24 | 10.0% | 10.4% | ||
| Q3 24 | 22.0% | 5.5% | ||
| Q2 24 | 8.0% | 6.2% |
现金转化率LITEMPWR
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 0.61× | ||
| Q3 25 | 13.79× | 1.33× | ||
| Q2 25 | 0.30× | 1.76× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | — | 1.40× |
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% |
MPWR
暂无分部数据
