vs
朗美通（LITE）与MYR GROUP INC.（MYRG）财务数据对比。点击上方公司名可切换其他公司
MYR GROUP INC.的季度营收约是朗美通的1.5倍（$973.5M vs $665.5M），朗美通净利率更高（11.8% vs 3.8%，领先8.0%），朗美通同比增速更快（65.5% vs 17.3%），MYR GROUP INC.自由现金流更多（$84.9M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 9.3%）
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。
MYR集团是美国知名电气建设服务提供商，业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工，旗下拥有12家电气建设子公司，在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
LITE vs MYRG — 直观对比
营收规模更大
MYRG
是对方的1.5倍
$665.5M
营收增速更快
LITE
高出48.1%
17.3%
净利率更高
LITE
高出8.0%
3.8%
自由现金流更多
MYRG
多$41.8M
$43.1M
两年增速更快
LITE
近两年复合增速
9.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $973.5M |
| 净利润 | $78.2M | $36.5M |
| 毛利率 | 36.1% | 11.4% |
| 营业利润率 | 9.7% | 4.8% |
| 净利率 | 11.8% | 3.8% |
| 营收同比 | 65.5% | 17.3% |
| 净利润同比 | 228.4% | 129.1% |
| 每股收益（稀释后） | $0.89 | $2.33 |
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LITEMYRG
| Q4 25 | $665.5M | $973.5M | ||
| Q3 25 | $533.8M | $950.4M | ||
| Q2 25 | $480.7M | $900.3M | ||
| Q1 25 | $425.2M | $833.6M | ||
| Q4 24 | $402.2M | $829.8M | ||
| Q3 24 | $336.9M | $888.0M | ||
| Q2 24 | $308.3M | $828.9M | ||
| Q1 24 | $366.5M | $815.6M |
净利润LITEMYRG
| Q4 25 | $78.2M | $36.5M | ||
| Q3 25 | $4.2M | $32.1M | ||
| Q2 25 | $213.3M | $26.5M | ||
| Q1 25 | $-44.1M | $23.3M | ||
| Q4 24 | $-60.9M | $16.0M | ||
| Q3 24 | $-82.4M | $10.6M | ||
| Q2 24 | $-252.5M | $-15.3M | ||
| Q1 24 | $-127.0M | $18.9M |
毛利率LITEMYRG
| Q4 25 | 36.1% | 11.4% | ||
| Q3 25 | 34.0% | 11.8% | ||
| Q2 25 | 33.3% | 11.5% | ||
| Q1 25 | 28.8% | 11.6% | ||
| Q4 24 | 24.8% | 10.4% | ||
| Q3 24 | 23.1% | 8.7% | ||
| Q2 24 | 16.6% | 4.9% | ||
| Q1 24 | 16.2% | 10.6% |
营业利润率LITEMYRG
| Q4 25 | 9.7% | 4.8% | ||
| Q3 25 | 1.3% | 4.9% | ||
| Q2 25 | -1.7% | 4.4% | ||
| Q1 25 | -8.9% | 4.1% | ||
| Q4 24 | -12.8% | 3.6% | ||
| Q3 24 | -24.5% | 2.3% | ||
| Q2 24 | -43.3% | -2.5% | ||
| Q1 24 | -31.3% | 3.0% |
净利率LITEMYRG
| Q4 25 | 11.8% | 3.8% | ||
| Q3 25 | 0.8% | 3.4% | ||
| Q2 25 | 44.4% | 2.9% | ||
| Q1 25 | -10.4% | 2.8% | ||
| Q4 24 | -15.1% | 1.9% | ||
| Q3 24 | -24.5% | 1.2% | ||
| Q2 24 | -81.9% | -1.8% | ||
| Q1 24 | -34.7% | 2.3% |
每股收益（稀释后）LITEMYRG
| Q4 25 | $0.89 | $2.33 | ||
| Q3 25 | $0.05 | $2.05 | ||
| Q2 25 | $3.10 | $1.70 | ||
| Q1 25 | $-0.64 | $1.45 | ||
| Q4 24 | $-0.88 | $0.97 | ||
| Q3 24 | $-1.21 | $0.65 | ||
| Q2 24 | $-3.75 | $-0.91 | ||
| Q1 24 | $-1.88 | $1.12 |
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 | $150.2M |
| 总债务越低越好 | — | $59.0M |
| 股东权益账面价值 | $846.6M | $660.4M |
| 总资产 | $4.8B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资LITEMYRG
| Q4 25 | $1.2B | $150.2M | ||
| Q3 25 | $1.1B | $76.2M | ||
| Q2 25 | $877.1M | $23.0M | ||
| Q1 25 | $866.7M | $10.9M | ||
| Q4 24 | $896.7M | $3.5M | ||
| Q3 24 | $916.1M | $7.6M | ||
| Q2 24 | $887.0M | $1.9M | ||
| Q1 24 | $870.9M | $3.9M |
总债务LITEMYRG
| Q4 25 | — | $59.0M | ||
| Q3 25 | — | $72.0M | ||
| Q2 25 | — | $86.1M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | — | $74.4M | ||
| Q3 24 | — | $93.2M | ||
| Q2 24 | — | $45.1M | ||
| Q1 24 | — | $37.9M |
股东权益LITEMYRG
| Q4 25 | $846.6M | $660.4M | ||
| Q3 25 | $780.8M | $617.6M | ||
| Q2 25 | $1.1B | $583.2M | ||
| Q1 25 | $879.5M | $548.7M | ||
| Q4 24 | $872.3M | $600.4M | ||
| Q3 24 | $895.9M | $588.5M | ||
| Q2 24 | $957.3M | $633.3M | ||
| Q1 24 | $1.2B | $663.7M |
总资产LITEMYRG
| Q4 25 | $4.8B | $1.6B | ||
| Q3 25 | $4.6B | $1.6B | ||
| Q2 25 | $4.2B | $1.6B | ||
| Q1 25 | $4.0B | $1.5B | ||
| Q4 24 | $4.0B | $1.6B | ||
| Q3 24 | $4.0B | $1.6B | ||
| Q2 24 | $3.9B | $1.6B | ||
| Q1 24 | $4.2B | $1.6B |
负债/权益比LITEMYRG
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.06× |
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 | $114.8M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $84.9M |
| 自由现金流率自由现金流/营收 | 6.5% | 8.7% |
| 资本支出强度资本支出/营收 | 12.6% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.62× | 3.14× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $232.2M |
8季度趋势，按日历期对齐
经营现金流LITEMYRG
| Q4 25 | $126.7M | $114.8M | ||
| Q3 25 | $57.9M | $95.6M | ||
| Q2 25 | $64.0M | $32.9M | ||
| Q1 25 | $-1.6M | $83.3M | ||
| Q4 24 | $24.3M | $21.1M | ||
| Q3 24 | $39.6M | $35.6M | ||
| Q2 24 | $35.5M | $22.7M | ||
| Q1 24 | $-7.0M | $7.7M |
自由现金流LITEMYRG
| Q4 25 | $43.1M | $84.9M | ||
| Q3 25 | $-18.3M | $65.4M | ||
| Q2 25 | $10.1M | $11.6M | ||
| Q1 25 | $-64.4M | $70.2M | ||
| Q4 24 | $-15.9M | $8.8M | ||
| Q3 24 | $-34.5M | $18.0M | ||
| Q2 24 | $10.9M | $2.5M | ||
| Q1 24 | $-26.6M | $-18.1M |
自由现金流率LITEMYRG
| Q4 25 | 6.5% | 8.7% | ||
| Q3 25 | -3.4% | 6.9% | ||
| Q2 25 | 2.1% | 1.3% | ||
| Q1 25 | -15.1% | 8.4% | ||
| Q4 24 | -4.0% | 1.1% | ||
| Q3 24 | -10.2% | 2.0% | ||
| Q2 24 | 3.5% | 0.3% | ||
| Q1 24 | -7.3% | -2.2% |
资本支出强度LITEMYRG
| Q4 25 | 12.6% | 3.1% | ||
| Q3 25 | 14.3% | 3.2% | ||
| Q2 25 | 11.2% | 2.4% | ||
| Q1 25 | 14.8% | 1.6% | ||
| Q4 24 | 10.0% | 1.5% | ||
| Q3 24 | 22.0% | 2.0% | ||
| Q2 24 | 8.0% | 2.4% | ||
| Q1 24 | 5.3% | 3.2% |
现金转化率LITEMYRG
| Q4 25 | 1.62× | 3.14× | ||
| Q3 25 | 13.79× | 2.98× | ||
| Q2 25 | 0.30× | 1.24× | ||
| Q1 25 | — | 3.57× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | 3.35× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.41× |
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% |
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |
