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朗美通（LITE）与NAPCO SECURITY TECHNOLOGIES, INC（NSSC）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NAPCO SECURITY TECHNOLOGIES, INC的13.8倍（$665.5M vs $48.2M）。NAPCO SECURITY TECHNOLOGIES, INC净利率更高（28.0% vs 11.8%，领先16.3%）。朗美通同比增速更快（65.5% vs 12.2%）。朗美通自由现金流更多（$43.1M vs $14.5M）。过去两年朗美通的营收复合增速更高（34.8% vs -1.1%）
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。
纳普科安全技术公司1969年成立，总部位于纽约阿米蒂维尔，核心业务为研发生产各类安全产品，包括电子锁具、安防警报系统以及楼宇出入管控系统，曾用名纳普科安全系统公司。
LITE vs NSSC — 直观对比
营收规模更大
LITE
是对方的13.8倍
$48.2M
营收增速更快
LITE
高出53.3%
12.2%
净利率更高
NSSC
高出16.3%
11.8%
自由现金流更多
LITE
多$28.6M
$14.5M
两年增速更快
LITE
近两年复合增速
-1.1%
损益表 — Q2 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $48.2M |
| 净利润 | $78.2M | $13.5M |
| 毛利率 | 36.1% | 58.6% |
| 营业利润率 | 9.7% | 30.6% |
| 净利率 | 11.8% | 28.0% |
| 营收同比 | 65.5% | 12.2% |
| 净利润同比 | 228.4% | 29.0% |
| 每股收益（稀释后） | $0.89 | $0.38 |
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LITENSSC
| Q4 25 | $665.5M | $48.2M | ||
| Q3 25 | $533.8M | $49.2M | ||
| Q2 25 | $480.7M | $50.7M | ||
| Q1 25 | $425.2M | $44.0M | ||
| Q4 24 | $402.2M | $42.9M | ||
| Q3 24 | $336.9M | $44.0M | ||
| Q2 24 | $308.3M | $50.3M | ||
| Q1 24 | $366.5M | $49.3M |
净利润LITENSSC
| Q4 25 | $78.2M | $13.5M | ||
| Q3 25 | $4.2M | $12.2M | ||
| Q2 25 | $213.3M | $11.6M | ||
| Q1 25 | $-44.1M | $10.1M | ||
| Q4 24 | $-60.9M | $10.5M | ||
| Q3 24 | $-82.4M | $11.2M | ||
| Q2 24 | $-252.5M | $13.5M | ||
| Q1 24 | $-127.0M | $13.2M |
毛利率LITENSSC
| Q4 25 | 36.1% | 58.6% | ||
| Q3 25 | 34.0% | 56.6% | ||
| Q2 25 | 33.3% | 52.8% | ||
| Q1 25 | 28.8% | 57.2% | ||
| Q4 24 | 24.8% | 57.0% | ||
| Q3 24 | 23.1% | 55.9% | ||
| Q2 24 | 16.6% | 55.3% | ||
| Q1 24 | 16.2% | 53.8% |
营业利润率LITENSSC
| Q4 25 | 9.7% | 30.6% | ||
| Q3 25 | 1.3% | 27.7% | ||
| Q2 25 | -1.7% | 23.8% | ||
| Q1 25 | -8.9% | 25.4% | ||
| Q4 24 | -12.8% | 26.0% | ||
| Q3 24 | -24.5% | 26.9% | ||
| Q2 24 | -43.3% | 27.7% | ||
| Q1 24 | -31.3% | 29.4% |
净利率LITENSSC
| Q4 25 | 11.8% | 28.0% | ||
| Q3 25 | 0.8% | 24.7% | ||
| Q2 25 | 44.4% | 22.9% | ||
| Q1 25 | -10.4% | 23.0% | ||
| Q4 24 | -15.1% | 24.4% | ||
| Q3 24 | -24.5% | 25.4% | ||
| Q2 24 | -81.9% | 26.9% | ||
| Q1 24 | -34.7% | 26.8% |
每股收益（稀释后）LITENSSC
| Q4 25 | $0.89 | $0.38 | ||
| Q3 25 | $0.05 | $0.34 | ||
| Q2 25 | $3.10 | $0.33 | ||
| Q1 25 | $-0.64 | $0.28 | ||
| Q4 24 | $-0.88 | $0.28 | ||
| Q3 24 | $-1.21 | $0.30 | ||
| Q2 24 | $-3.75 | $0.36 | ||
| Q1 24 | $-1.88 | $0.36 |
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 | $115.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $184.8M |
| 总资产 | $4.8B | $212.8M |
| 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LITENSSC
| Q4 25 | $1.2B | $115.4M | ||
| Q3 25 | $1.1B | $105.8M | ||
| Q2 25 | $877.1M | $99.2M | ||
| Q1 25 | $866.7M | $89.3M | ||
| Q4 24 | $896.7M | $99.2M | ||
| Q3 24 | $916.1M | $91.3M | ||
| Q2 24 | $887.0M | $70.7M | ||
| Q1 24 | $870.9M | $60.9M |
股东权益LITENSSC
| Q4 25 | $846.6M | $184.8M | ||
| Q3 25 | $780.8M | $176.1M | ||
| Q2 25 | $1.1B | $168.6M | ||
| Q1 25 | $879.5M | $161.5M | ||
| Q4 24 | $872.3M | $174.2M | ||
| Q3 24 | $895.9M | $178.6M | ||
| Q2 24 | $957.3M | $178.9M | ||
| Q1 24 | $1.2B | $168.2M |
总资产LITENSSC
| Q4 25 | $4.8B | $212.8M | ||
| Q3 25 | $4.6B | $206.0M | ||
| Q2 25 | $4.2B | $198.1M | ||
| Q1 25 | $4.0B | $190.9M | ||
| Q4 24 | $4.0B | $202.7M | ||
| Q3 24 | $4.0B | $209.9M | ||
| Q2 24 | $3.9B | $207.8M | ||
| Q1 24 | $4.2B | $194.8M |
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 | $15.1M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $14.5M |
| 自由现金流率自由现金流/营收 | 6.5% | 30.1% |
| 资本支出强度资本支出/营收 | 12.6% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.62× | 1.12× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $53.7M |
8季度趋势，按日历期对齐
经营现金流LITENSSC
| Q4 25 | $126.7M | $15.1M | ||
| Q3 25 | $57.9M | $11.6M | ||
| Q2 25 | $64.0M | $14.6M | ||
| Q1 25 | $-1.6M | $13.4M | ||
| Q4 24 | $24.3M | $13.5M | ||
| Q3 24 | $39.6M | $12.0M | ||
| Q2 24 | $35.5M | $14.3M | ||
| Q1 24 | $-7.0M | $12.3M |
自由现金流LITENSSC
| Q4 25 | $43.1M | $14.5M | ||
| Q3 25 | $-18.3M | $11.4M | ||
| Q2 25 | $10.1M | $14.4M | ||
| Q1 25 | $-64.4M | $13.3M | ||
| Q4 24 | $-15.9M | $12.4M | ||
| Q3 24 | $-34.5M | $11.3M | ||
| Q2 24 | $10.9M | $13.8M | ||
| Q1 24 | $-26.6M | $12.0M |
自由现金流率LITENSSC
| Q4 25 | 6.5% | 30.1% | ||
| Q3 25 | -3.4% | 23.3% | ||
| Q2 25 | 2.1% | 28.4% | ||
| Q1 25 | -15.1% | 30.3% | ||
| Q4 24 | -4.0% | 28.8% | ||
| Q3 24 | -10.2% | 25.8% | ||
| Q2 24 | 3.5% | 27.4% | ||
| Q1 24 | -7.3% | 24.3% |
资本支出强度LITENSSC
| Q4 25 | 12.6% | 1.2% | ||
| Q3 25 | 14.3% | 0.4% | ||
| Q2 25 | 11.2% | 0.5% | ||
| Q1 25 | 14.8% | 0.1% | ||
| Q4 24 | 10.0% | 2.6% | ||
| Q3 24 | 22.0% | 1.5% | ||
| Q2 24 | 8.0% | 1.1% | ||
| Q1 24 | 5.3% | 0.7% |
现金转化率LITENSSC
| Q4 25 | 1.62× | 1.12× | ||
| Q3 25 | 13.79× | 0.96× | ||
| Q2 25 | 0.30× | 1.26× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.29× | ||
| Q3 24 | — | 1.08× | ||
| Q2 24 | — | 1.06× | ||
| Q1 24 | — | 0.94× |
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% |
NSSC
暂无分部数据
