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朗美通（LITE）与NORTHERN OIL & GAS, INC.（NOG）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NORTHERN OIL & GAS, INC.的1.1倍（$665.5M vs $610.2M），朗美通净利率更高（11.8% vs -11.6%，领先23.3%），朗美通同比增速更快（65.5% vs -72.6%），NORTHERN OIL & GAS, INC.自由现金流更多（$43.2M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 4.3%）
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。
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
LITE vs NOG — 直观对比
营收规模更大
LITE
是对方的1.1倍
$610.2M
营收增速更快
LITE
高出138.1%
-72.6%
净利率更高
LITE
高出23.3%
-11.6%
自由现金流更多
NOG
多$109.0K
$43.1M
两年增速更快
LITE
近两年复合增速
4.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $610.2M |
| 净利润 | $78.2M | $-70.7M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 11.8% | -11.6% |
| 营收同比 | 65.5% | -72.6% |
| 净利润同比 | 228.4% | -198.7% |
| 每股收益（稀释后） | $0.89 | $-0.73 |
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LITENOG
| Q1 26 | — | $610.2M | ||
| Q4 25 | $665.5M | $610.2M | ||
| Q3 25 | $533.8M | $556.6M | ||
| Q2 25 | $480.7M | $706.8M | ||
| Q1 25 | $425.2M | $602.1M | ||
| Q4 24 | $402.2M | $515.0M | ||
| Q3 24 | $336.9M | $753.6M | ||
| Q2 24 | $308.3M | $560.8M |
净利润LITENOG
| Q1 26 | — | $-70.7M | ||
| Q4 25 | $78.2M | $-70.7M | ||
| Q3 25 | $4.2M | $-129.1M | ||
| Q2 25 | $213.3M | $99.6M | ||
| Q1 25 | $-44.1M | $139.0M | ||
| Q4 24 | $-60.9M | $71.7M | ||
| Q3 24 | $-82.4M | $298.4M | ||
| Q2 24 | $-252.5M | $138.6M |
毛利率LITENOG
| Q1 26 | — | — | ||
| Q4 25 | 36.1% | 80.4% | ||
| Q3 25 | 34.0% | 78.7% | ||
| Q2 25 | 33.3% | 82.8% | ||
| Q1 25 | 28.8% | 81.1% | ||
| Q4 24 | 24.8% | 77.4% | ||
| Q3 24 | 23.1% | 85.8% | ||
| Q2 24 | 16.6% | 82.0% |
营业利润率LITENOG
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | -5.5% | ||
| Q3 25 | 1.3% | -22.6% | ||
| Q2 25 | -1.7% | 24.9% | ||
| Q1 25 | -8.9% | 38.1% | ||
| Q4 24 | -12.8% | 25.8% | ||
| Q3 24 | -24.5% | 57.6% | ||
| Q2 24 | -43.3% | 39.0% |
净利率LITENOG
| Q1 26 | — | -11.6% | ||
| Q4 25 | 11.8% | -11.6% | ||
| Q3 25 | 0.8% | -23.2% | ||
| Q2 25 | 44.4% | 14.1% | ||
| Q1 25 | -10.4% | 23.1% | ||
| Q4 24 | -15.1% | 13.9% | ||
| Q3 24 | -24.5% | 39.6% | ||
| Q2 24 | -81.9% | 24.7% |
每股收益（稀释后）LITENOG
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $0.89 | $-0.67 | ||
| Q3 25 | $0.05 | $-1.33 | ||
| Q2 25 | $3.10 | $1.00 | ||
| Q1 25 | $-0.64 | $1.39 | ||
| Q4 24 | $-0.88 | $0.71 | ||
| Q3 24 | $-1.21 | $2.96 | ||
| Q2 24 | $-3.75 | $1.36 |
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 | $14.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $2.1B |
| 总资产 | $4.8B | $5.4B |
| 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LITENOG
| Q1 26 | — | $14.3M | ||
| Q4 25 | $1.2B | $14.3M | ||
| Q3 25 | $1.1B | $31.6M | ||
| Q2 25 | $877.1M | $25.9M | ||
| Q1 25 | $866.7M | $33.6M | ||
| Q4 24 | $896.7M | $8.9M | ||
| Q3 24 | $916.1M | $34.4M | ||
| Q2 24 | $887.0M | $7.8M |
总债务LITENOG
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.9B |
股东权益LITENOG
| Q1 26 | — | $2.1B | ||
| Q4 25 | $846.6M | $2.1B | ||
| Q3 25 | $780.8M | $2.2B | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $879.5M | $2.4B | ||
| Q4 24 | $872.3M | $2.3B | ||
| Q3 24 | $895.9M | $2.3B | ||
| Q2 24 | $957.3M | $2.1B |
总资产LITENOG
| Q1 26 | — | $5.4B | ||
| Q4 25 | $4.8B | $5.4B | ||
| Q3 25 | $4.6B | $5.5B | ||
| Q2 25 | $4.2B | $5.7B | ||
| Q1 25 | $4.0B | $5.7B | ||
| Q4 24 | $4.0B | $5.6B | ||
| Q3 24 | $4.0B | $5.1B | ||
| Q2 24 | $3.9B | $4.7B |
负债/权益比LITENOG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.91× |
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 | $312.6M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $43.2M |
| 自由现金流率自由现金流/营收 | 6.5% | 7.1% |
| 资本支出强度资本支出/营收 | 12.6% | 31.5% |
| 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LITENOG
| Q1 26 | — | $312.6M | ||
| Q4 25 | $126.7M | $312.6M | ||
| Q3 25 | $57.9M | $423.1M | ||
| Q2 25 | $64.0M | $362.1M | ||
| Q1 25 | $-1.6M | $407.4M | ||
| Q4 24 | $24.3M | $290.3M | ||
| Q3 24 | $39.6M | $385.8M | ||
| Q2 24 | $35.5M | $340.5M |
自由现金流LITENOG
| Q1 26 | — | $43.2M | ||
| Q4 25 | $43.1M | — | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $-64.4M | — | ||
| Q4 24 | $-15.9M | — | ||
| Q3 24 | $-34.5M | — | ||
| Q2 24 | $10.9M | — |
自由现金流率LITENOG
| Q1 26 | — | 7.1% | ||
| Q4 25 | 6.5% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -15.1% | — | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -10.2% | — | ||
| Q2 24 | 3.5% | — |
资本支出强度LITENOG
| Q1 26 | — | 31.5% | ||
| Q4 25 | 12.6% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 8.0% | — |
现金转化率LITENOG
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | 3.64× | ||
| Q1 25 | — | 2.93× | ||
| Q4 24 | — | 4.05× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 2.46× |
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% |
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
