vs
朗美通（LITE）与OGE ENERGY CORP.（OGE）财务数据对比。点击上方公司名可切换其他公司
OGE ENERGY CORP.的季度营收约是朗美通的1.1倍（$752.6M vs $665.5M），朗美通净利率更高（11.8% vs 6.7%，领先5.1%），朗美通同比增速更快（65.5% vs 0.7%），过去两年朗美通的营收复合增速更高（34.8% vs 8.1%）
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。
OGE能源集团是一家受监管的公用电力企业，核心子公司俄克拉荷马燃气电力公司为俄克拉荷马州及阿肯色州超84.3万用户提供服务，覆盖俄克拉荷马城大都会区150万居民，总部设于俄克拉荷马城市中心。集团原旗下天然气管道业务Enogex于2013年与CenterPoint Energy的中游业务合并组建为Enable Midstream。
LITE vs OGE — 直观对比
营收规模更大
OGE
是对方的1.1倍
$665.5M
营收增速更快
LITE
高出64.8%
0.7%
净利率更高
LITE
高出5.1%
6.7%
两年增速更快
LITE
近两年复合增速
8.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $752.6M |
| 净利润 | $78.2M | $50.2M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 15.0% |
| 净利率 | 11.8% | 6.7% |
| 营收同比 | 65.5% | 0.7% |
| 净利润同比 | 228.4% | -19.9% |
| 每股收益（稀释后） | $0.89 | — |
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LITEOGE
| Q1 26 | — | $752.6M | ||
| Q4 25 | $665.5M | $701.7M | ||
| Q3 25 | $533.8M | $1.0B | ||
| Q2 25 | $480.7M | $719.7M | ||
| Q1 25 | $425.2M | $741.1M | ||
| Q4 24 | $402.2M | $744.7M | ||
| Q3 24 | $336.9M | $945.2M | ||
| Q2 24 | $308.3M | $644.1M |
净利润LITEOGE
| Q1 26 | — | $50.2M | ||
| Q4 25 | $78.2M | $69.2M | ||
| Q3 25 | $4.2M | $231.3M | ||
| Q2 25 | $213.3M | $107.5M | ||
| Q1 25 | $-44.1M | $62.7M | ||
| Q4 24 | $-60.9M | $101.9M | ||
| Q3 24 | $-82.4M | $218.7M | ||
| Q2 24 | $-252.5M | $102.3M |
毛利率LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | 36.1% | 59.2% | ||
| Q3 25 | 34.0% | 62.2% | ||
| Q2 25 | 33.3% | 63.7% | ||
| Q1 25 | 28.8% | 56.3% | ||
| Q4 24 | 24.8% | 59.7% | ||
| Q3 24 | 23.1% | 63.0% | ||
| Q2 24 | 16.6% | 69.9% |
营业利润率LITEOGE
| Q1 26 | — | 15.0% | ||
| Q4 25 | 9.7% | 19.7% | ||
| Q3 25 | 1.3% | 33.2% | ||
| Q2 25 | -1.7% | 25.9% | ||
| Q1 25 | -8.9% | 18.0% | ||
| Q4 24 | -12.8% | 24.5% | ||
| Q3 24 | -24.5% | 33.1% | ||
| Q2 24 | -43.3% | 27.3% |
净利率LITEOGE
| Q1 26 | — | 6.7% | ||
| Q4 25 | 11.8% | 9.9% | ||
| Q3 25 | 0.8% | 22.5% | ||
| Q2 25 | 44.4% | 14.9% | ||
| Q1 25 | -10.4% | 8.5% | ||
| Q4 24 | -15.1% | 13.7% | ||
| Q3 24 | -24.5% | 23.1% | ||
| Q2 24 | -81.9% | 15.9% |
每股收益（稀释后）LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | $0.89 | $0.34 | ||
| Q3 25 | $0.05 | $1.14 | ||
| Q2 25 | $3.10 | $0.53 | ||
| Q1 25 | $-0.64 | $0.31 | ||
| Q4 24 | $-0.88 | $0.50 | ||
| Q3 24 | $-1.21 | $1.09 | ||
| Q2 24 | $-3.75 | $0.51 |
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 | — | — |
| 股东权益账面价值 | $846.6M | — |
| 总资产 | $4.8B | — |
| 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LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $200.0K | ||
| Q3 25 | $1.1B | $300.0K | ||
| Q2 25 | $877.1M | $500.0K | ||
| Q1 25 | $866.7M | $26.9M | ||
| Q4 24 | $896.7M | $600.0K | ||
| Q3 24 | $916.1M | $9.9M | ||
| Q2 24 | $887.0M | $100.0K |
总债务LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | — | $5.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | $846.6M | $5.0B | ||
| Q3 25 | $780.8M | $4.8B | ||
| Q2 25 | $1.1B | $4.6B | ||
| Q1 25 | $879.5M | $4.6B | ||
| Q4 24 | $872.3M | $4.6B | ||
| Q3 24 | $895.9M | $4.6B | ||
| Q2 24 | $957.3M | $4.5B |
总资产LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | $4.8B | $14.4B | ||
| Q3 25 | $4.6B | $14.3B | ||
| Q2 25 | $4.2B | $14.1B | ||
| Q1 25 | $4.0B | $14.0B | ||
| Q4 24 | $4.0B | $13.7B | ||
| Q3 24 | $4.0B | $13.5B | ||
| Q2 24 | $3.9B | $13.2B |
负债/权益比LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | — | 1.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 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% | — |
| 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LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $384.8M | ||
| Q3 25 | $57.9M | $397.8M | ||
| Q2 25 | $64.0M | $338.6M | ||
| Q1 25 | $-1.6M | $15.9M | ||
| Q4 24 | $24.3M | $129.6M | ||
| Q3 24 | $39.6M | $347.1M | ||
| Q2 24 | $35.5M | $253.1M |
自由现金流LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $83.1M | ||
| Q3 25 | $-18.3M | $168.3M | ||
| Q2 25 | $10.1M | $64.9M | ||
| Q1 25 | $-64.4M | $-233.6M | ||
| Q4 24 | $-15.9M | $-167.0M | ||
| Q3 24 | $-34.5M | $103.0M | ||
| Q2 24 | $10.9M | $-70.2M |
自由现金流率LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 11.8% | ||
| Q3 25 | -3.4% | 16.4% | ||
| Q2 25 | 2.1% | 9.0% | ||
| Q1 25 | -15.1% | -31.5% | ||
| Q4 24 | -4.0% | -22.4% | ||
| Q3 24 | -10.2% | 10.9% | ||
| Q2 24 | 3.5% | -10.9% |
资本支出强度LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 43.0% | ||
| Q3 25 | 14.3% | 22.3% | ||
| Q2 25 | 11.2% | 38.0% | ||
| Q1 25 | 14.8% | 33.7% | ||
| Q4 24 | 10.0% | 39.8% | ||
| Q3 24 | 22.0% | 25.8% | ||
| Q2 24 | 8.0% | 50.2% |
现金转化率LITEOGE
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 5.56× | ||
| Q3 25 | 13.79× | 1.72× | ||
| Q2 25 | 0.30× | 3.15× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 1.59× | ||
| Q2 24 | — | 2.47× |
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% |
OGE
| Residential | $260.4M | 35% |
| Commercial | $212.0M | 28% |
| Public authorities and street light | $61.9M | 8% |
| Industrial | $60.7M | 8% |
| Oilfield | $58.4M | 8% |
| Integrated market | $47.3M | 6% |
| Transmission | $40.7M | 5% |
