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朗美通（LITE）与Natural Grocers by Vitamin Cottage, Inc.（NGVC）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Natural Grocers by Vitamin Cottage, Inc.的2.0倍（$665.5M vs $335.6M），朗美通净利率更高（11.8% vs 3.4%，领先8.4%），朗美通同比增速更快（65.5% vs 1.6%），朗美通自由现金流更多（$43.1M vs $11.6M），过去两年朗美通的营收复合增速更高（34.8% vs 4.4%）
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。
Natural Grocers by Vitamin Cottage, Inc.是美国本土的特色零售连锁企业，主营认证有机食品、膳食补充剂、天然个护及环保家居类产品，面向健康意识较强的消费群体，门店覆盖美国多州，执行严格品控标准，拒绝售卖含人工添加剂的商品。
LITE vs NGVC — 直观对比
营收规模更大
LITE
是对方的2.0倍
$335.6M
营收增速更快
LITE
高出63.8%
1.6%
净利率更高
LITE
高出8.4%
3.4%
自由现金流更多
LITE
多$31.5M
$11.6M
两年增速更快
LITE
近两年复合增速
4.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $335.6M |
| 净利润 | $78.2M | $11.3M |
| 毛利率 | 36.1% | 29.5% |
| 营业利润率 | 9.7% | 4.4% |
| 净利率 | 11.8% | 3.4% |
| 营收同比 | 65.5% | 1.6% |
| 净利润同比 | 228.4% | 14.0% |
| 每股收益（稀释后） | $0.89 | $0.49 |
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LITENGVC
| Q4 25 | $665.5M | $335.6M | ||
| Q3 25 | $533.8M | $336.1M | ||
| Q2 25 | $480.7M | $328.7M | ||
| Q1 25 | $425.2M | $335.8M | ||
| Q4 24 | $402.2M | $330.2M | ||
| Q3 24 | $336.9M | $322.7M | ||
| Q2 24 | $308.3M | $309.1M | ||
| Q1 24 | $366.5M | $308.1M |
净利润LITENGVC
| Q4 25 | $78.2M | $11.3M | ||
| Q3 25 | $4.2M | $11.8M | ||
| Q2 25 | $213.3M | $11.6M | ||
| Q1 25 | $-44.1M | $13.1M | ||
| Q4 24 | $-60.9M | $9.9M | ||
| Q3 24 | $-82.4M | $9.0M | ||
| Q2 24 | $-252.5M | $9.2M | ||
| Q1 24 | $-127.0M | $8.0M |
毛利率LITENGVC
| Q4 25 | 36.1% | 29.5% | ||
| Q3 25 | 34.0% | 29.5% | ||
| Q2 25 | 33.3% | 29.9% | ||
| Q1 25 | 28.8% | 30.3% | ||
| Q4 24 | 24.8% | 29.9% | ||
| Q3 24 | 23.1% | 29.6% | ||
| Q2 24 | 16.6% | 29.2% | ||
| Q1 24 | 16.2% | 29.3% |
营业利润率LITENGVC
| Q4 25 | 9.7% | 4.4% | ||
| Q3 25 | 1.3% | 4.6% | ||
| Q2 25 | -1.7% | 4.7% | ||
| Q1 25 | -8.9% | 5.2% | ||
| Q4 24 | -12.8% | 4.0% | ||
| Q3 24 | -24.5% | 3.7% | ||
| Q2 24 | -43.3% | 4.2% | ||
| Q1 24 | -31.3% | 3.7% |
净利率LITENGVC
| Q4 25 | 11.8% | 3.4% | ||
| Q3 25 | 0.8% | 3.5% | ||
| Q2 25 | 44.4% | 3.5% | ||
| Q1 25 | -10.4% | 3.9% | ||
| Q4 24 | -15.1% | 3.0% | ||
| Q3 24 | -24.5% | 2.8% | ||
| Q2 24 | -81.9% | 3.0% | ||
| Q1 24 | -34.7% | 2.6% |
每股收益（稀释后）LITENGVC
| Q4 25 | $0.89 | $0.49 | ||
| Q3 25 | $0.05 | $0.51 | ||
| Q2 25 | $3.10 | $0.50 | ||
| Q1 25 | $-0.64 | $0.56 | ||
| Q4 24 | $-0.88 | $0.43 | ||
| Q3 24 | $-1.21 | $0.38 | ||
| Q2 24 | $-3.75 | $0.40 | ||
| Q1 24 | $-1.88 | $0.35 |
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 | $23.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $220.0M |
| 总资产 | $4.8B | $668.6M |
| 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LITENGVC
| Q4 25 | $1.2B | $23.2M | ||
| Q3 25 | $1.1B | $17.1M | ||
| Q2 25 | $877.1M | $13.2M | ||
| Q1 25 | $866.7M | $21.2M | ||
| Q4 24 | $896.7M | $6.3M | ||
| Q3 24 | $916.1M | $8.9M | ||
| Q2 24 | $887.0M | $13.9M | ||
| Q1 24 | $870.9M | $11.0M |
股东权益LITENGVC
| Q4 25 | $846.6M | $220.0M | ||
| Q3 25 | $780.8M | $212.4M | ||
| Q2 25 | $1.1B | $202.5M | ||
| Q1 25 | $879.5M | $193.0M | ||
| Q4 24 | $872.3M | $181.9M | ||
| Q3 24 | $895.9M | $174.3M | ||
| Q2 24 | $957.3M | $167.8M | ||
| Q1 24 | $1.2B | $160.0M |
总资产LITENGVC
| Q4 25 | $4.8B | $668.6M | ||
| Q3 25 | $4.6B | $670.5M | ||
| Q2 25 | $4.2B | $659.0M | ||
| Q1 25 | $4.0B | $664.6M | ||
| Q4 24 | $4.0B | $648.9M | ||
| Q3 24 | $4.0B | $655.5M | ||
| Q2 24 | $3.9B | $654.4M | ||
| Q1 24 | $4.2B | $656.6M |
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 | $21.1M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $11.6M |
| 自由现金流率自由现金流/营收 | 6.5% | 3.4% |
| 资本支出强度资本支出/营收 | 12.6% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.62× | 1.86× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $42.6M |
8季度趋势，按日历期对齐
经营现金流LITENGVC
| Q4 25 | $126.7M | $21.1M | ||
| Q3 25 | $57.9M | $15.6M | ||
| Q2 25 | $64.0M | $2.9M | ||
| Q1 25 | $-1.6M | $34.1M | ||
| Q4 24 | $24.3M | $2.7M | ||
| Q3 24 | $39.6M | $24.5M | ||
| Q2 24 | $35.5M | $12.4M | ||
| Q1 24 | $-7.0M | $20.2M |
自由现金流LITENGVC
| Q4 25 | $43.1M | $11.6M | ||
| Q3 25 | $-18.3M | $7.5M | ||
| Q2 25 | $10.1M | $-4.2M | ||
| Q1 25 | $-64.4M | $27.6M | ||
| Q4 24 | $-15.9M | $-6.9M | ||
| Q3 24 | $-34.5M | $18.0M | ||
| Q2 24 | $10.9M | $3.6M | ||
| Q1 24 | $-26.6M | $9.8M |
自由现金流率LITENGVC
| Q4 25 | 6.5% | 3.4% | ||
| Q3 25 | -3.4% | 2.2% | ||
| Q2 25 | 2.1% | -1.3% | ||
| Q1 25 | -15.1% | 8.2% | ||
| Q4 24 | -4.0% | -2.1% | ||
| Q3 24 | -10.2% | 5.6% | ||
| Q2 24 | 3.5% | 1.2% | ||
| Q1 24 | -7.3% | 3.2% |
资本支出强度LITENGVC
| Q4 25 | 12.6% | 2.9% | ||
| Q3 25 | 14.3% | 2.4% | ||
| Q2 25 | 11.2% | 2.2% | ||
| Q1 25 | 14.8% | 1.9% | ||
| Q4 24 | 10.0% | 2.9% | ||
| Q3 24 | 22.0% | 2.0% | ||
| Q2 24 | 8.0% | 2.9% | ||
| Q1 24 | 5.3% | 3.4% |
现金转化率LITENGVC
| Q4 25 | 1.62× | 1.86× | ||
| Q3 25 | 13.79× | 1.32× | ||
| Q2 25 | 0.30× | 0.25× | ||
| Q1 25 | — | 2.60× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 2.72× | ||
| Q2 24 | — | 1.35× | ||
| Q1 24 | — | 2.54× |
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% |
NGVC
| Grocery | $243.8M | 73% |
| Dietary Supplements | $60.7M | 18% |
| Manufactured Product Other | $31.0M | 9% |
