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朗美通（LITE）与NATIONAL FUEL GAS CO（NFG）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NATIONAL FUEL GAS CO的1.6倍（$665.5M vs $425.9M），NATIONAL FUEL GAS CO净利率更高（35.7% vs 11.8%，领先23.9%），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 12.1%）
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。
该多元化能源企业成立于1902年，总部位于美国纽约州威廉斯维尔，总资产达62亿美元，下设勘探与生产、管道与存储、燃气集输、公用事业、能源营销五大运营板块，业务覆盖能源产业链上下游多个核心环节。
LITE vs NFG — 直观对比
营收规模更大
LITE
是对方的1.6倍
$425.9M
营收增速更快
LITE
高出63.7%
1.7%
净利率更高
NFG
高出23.9%
11.8%
两年增速更快
LITE
近两年复合增速
12.1%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $425.9M |
| 净利润 | $78.2M | $152.0M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 81.5% |
| 净利率 | 11.8% | 35.7% |
| 营收同比 | 65.5% | 1.7% |
| 净利润同比 | 228.4% | — |
| 每股收益（稀释后） | $0.89 | $1.59 |
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LITENFG
| Q1 26 | — | $425.9M | ||
| Q4 25 | $665.5M | $637.9M | ||
| Q3 25 | $533.8M | $443.1M | ||
| Q2 25 | $480.7M | $527.4M | ||
| Q1 25 | $425.2M | $734.8M | ||
| Q4 24 | $402.2M | $513.8M | ||
| Q3 24 | $336.9M | $310.0M | ||
| Q2 24 | $308.3M | $338.6M |
净利润LITENFG
| Q1 26 | — | $152.0M | ||
| Q4 25 | $78.2M | $181.6M | ||
| Q3 25 | $4.2M | $107.3M | ||
| Q2 25 | $213.3M | $149.8M | ||
| Q1 25 | $-44.1M | $216.4M | ||
| Q4 24 | $-60.9M | $45.0M | ||
| Q3 24 | $-82.4M | $-167.6M | ||
| Q2 24 | $-252.5M | $-54.2M |
毛利率LITENFG
| Q1 26 | — | — | ||
| Q4 25 | 36.1% | 86.6% | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 33.3% | 94.7% | ||
| Q1 25 | 28.8% | 81.6% | ||
| Q4 24 | 24.8% | 87.3% | ||
| Q3 24 | 23.1% | — | ||
| Q2 24 | 16.6% | 98.5% |
营业利润率LITENFG
| Q1 26 | — | 81.5% | ||
| Q4 25 | 9.7% | 43.3% | ||
| Q3 25 | 1.3% | 40.6% | ||
| Q2 25 | -1.7% | 43.7% | ||
| Q1 25 | -8.9% | 43.2% | ||
| Q4 24 | -12.8% | 16.8% | ||
| Q3 24 | -24.5% | -63.4% | ||
| Q2 24 | -43.3% | -15.2% |
净利率LITENFG
| Q1 26 | — | 35.7% | ||
| Q4 25 | 11.8% | 28.5% | ||
| Q3 25 | 0.8% | 24.2% | ||
| Q2 25 | 44.4% | 28.4% | ||
| Q1 25 | -10.4% | 29.4% | ||
| Q4 24 | -15.1% | 8.8% | ||
| Q3 24 | -24.5% | -54.1% | ||
| Q2 24 | -81.9% | -16.0% |
每股收益（稀释后）LITENFG
| Q1 26 | — | $1.59 | ||
| Q4 25 | $0.89 | $1.98 | ||
| Q3 25 | $0.05 | $1.18 | ||
| Q2 25 | $3.10 | $1.64 | ||
| Q1 25 | $-0.64 | $2.37 | ||
| Q4 24 | $-0.88 | $0.49 | ||
| Q3 24 | $-1.21 | $-1.81 | ||
| Q2 24 | $-3.75 | $-0.59 |
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 | — |
| 总债务越低越好 | — | $300.0M |
| 股东权益账面价值 | $846.6M | — |
| 总资产 | $4.8B | $9.1B |
| 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LITENFG
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $271.4M | ||
| Q3 25 | $1.1B | $43.2M | ||
| Q2 25 | $877.1M | $39.3M | ||
| Q1 25 | $866.7M | $40.0M | ||
| Q4 24 | $896.7M | $48.7M | ||
| Q3 24 | $916.1M | $38.2M | ||
| Q2 24 | $887.0M | $81.4M |
总债务LITENFG
| Q1 26 | — | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
股东权益LITENFG
| Q1 26 | — | — | ||
| Q4 25 | $846.6M | $3.6B | ||
| Q3 25 | $780.8M | $3.1B | ||
| Q2 25 | $1.1B | $3.0B | ||
| Q1 25 | $879.5M | $2.8B | ||
| Q4 24 | $872.3M | $-76.2M | ||
| Q3 24 | $895.9M | $-15.5M | ||
| Q2 24 | $957.3M | $5.0M |
总资产LITENFG
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.8B | $9.2B | ||
| Q3 25 | $4.6B | $8.7B | ||
| Q2 25 | $4.2B | $8.4B | ||
| Q1 25 | $4.0B | $8.5B | ||
| Q4 24 | $4.0B | $8.3B | ||
| Q3 24 | $4.0B | $8.3B | ||
| Q2 24 | $3.9B | $8.5B |
负债/权益比LITENFG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | $657.3M |
| 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% | 117.0% |
| 现金转化率经营现金流/净利润 | 1.62× | 4.32× |
| 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LITENFG
| Q1 26 | — | $657.3M | ||
| Q4 25 | $126.7M | $274.9M | ||
| Q3 25 | $57.9M | $237.8M | ||
| Q2 25 | $64.0M | $388.4M | ||
| Q1 25 | $-1.6M | $253.8M | ||
| Q4 24 | $24.3M | $220.1M | ||
| Q3 24 | $39.6M | $197.9M | ||
| Q2 24 | $35.5M | $281.8M |
自由现金流LITENFG
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $-2.7M | ||
| Q3 25 | $-18.3M | $-47.8M | ||
| Q2 25 | $10.1M | $195.3M | ||
| Q1 25 | $-64.4M | $59.9M | ||
| Q4 24 | $-15.9M | $-20.3M | ||
| Q3 24 | $-34.5M | $-49.1M | ||
| Q2 24 | $10.9M | $79.5M |
自由现金流率LITENFG
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | -0.4% | ||
| Q3 25 | -3.4% | -10.8% | ||
| Q2 25 | 2.1% | 37.0% | ||
| Q1 25 | -15.1% | 8.2% | ||
| Q4 24 | -4.0% | -4.0% | ||
| Q3 24 | -10.2% | -15.8% | ||
| Q2 24 | 3.5% | 23.5% |
资本支出强度LITENFG
| Q1 26 | — | 117.0% | ||
| Q4 25 | 12.6% | 43.5% | ||
| Q3 25 | 14.3% | 64.4% | ||
| Q2 25 | 11.2% | 36.6% | ||
| Q1 25 | 14.8% | 26.4% | ||
| Q4 24 | 10.0% | 46.8% | ||
| Q3 24 | 22.0% | 79.7% | ||
| Q2 24 | 8.0% | 59.7% |
现金转化率LITENFG
| Q1 26 | — | 4.32× | ||
| Q4 25 | 1.62× | 1.51× | ||
| Q3 25 | 13.79× | 2.21× | ||
| Q2 25 | 0.30× | 2.59× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 4.89× | ||
| Q3 24 | — | — | ||
| Q2 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% |
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
