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朗美通（LITE）与OCEANEERING INTERNATIONAL INC（OII）财务数据对比。点击上方公司名可切换其他公司
OCEANEERING INTERNATIONAL INC的季度营收约是朗美通的1.0倍（$692.4M vs $665.5M），朗美通净利率更高（11.8% vs 5.2%，领先6.5%），朗美通同比增速更快（65.5% vs 3.6%），朗美通自由现金流更多（$43.1M vs $-76.5M），过去两年朗美通的营收复合增速更高（34.8% vs 1.8%）
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。
奥什科什国际（Oceaneering International）是一家总部位于美国得克萨斯州休斯敦的水下工程及应用技术企业，为海洋、航天及其他特殊作业场景的客户提供定制化工程服务与硬件设备，在极端环境工程领域拥有深厚的技术积累。
LITE vs OII — 直观对比
营收规模更大
OII
是对方的1.0倍
$665.5M
营收增速更快
LITE
高出61.9%
3.6%
净利率更高
LITE
高出6.5%
5.2%
自由现金流更多
LITE
多$119.6M
$-76.5M
两年增速更快
LITE
近两年复合增速
1.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $692.4M |
| 净利润 | $78.2M | $36.1M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 11.8% | 5.2% |
| 营收同比 | 65.5% | 3.6% |
| 净利润同比 | 228.4% | -28.3% |
| 每股收益（稀释后） | $0.89 | $0.36 |
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LITEOII
| Q1 26 | — | $692.4M | ||
| Q4 25 | $665.5M | $668.6M | ||
| Q3 25 | $533.8M | $742.9M | ||
| Q2 25 | $480.7M | $698.2M | ||
| Q1 25 | $425.2M | $674.5M | ||
| Q4 24 | $402.2M | $713.5M | ||
| Q3 24 | $336.9M | $679.8M | ||
| Q2 24 | $308.3M | $668.8M |
净利润LITEOII
| Q1 26 | — | $36.1M | ||
| Q4 25 | $78.2M | $177.7M | ||
| Q3 25 | $4.2M | $71.3M | ||
| Q2 25 | $213.3M | $54.4M | ||
| Q1 25 | $-44.1M | $50.4M | ||
| Q4 24 | $-60.9M | $56.1M | ||
| Q3 24 | $-82.4M | $41.2M | ||
| Q2 24 | $-252.5M | $35.0M |
毛利率LITEOII
| Q1 26 | — | — | ||
| Q4 25 | 36.1% | 19.8% | ||
| Q3 25 | 34.0% | 20.6% | ||
| Q2 25 | 33.3% | 21.3% | ||
| Q1 25 | 28.8% | 20.0% | ||
| Q4 24 | 24.8% | 19.9% | ||
| Q3 24 | 23.1% | 19.3% | ||
| Q2 24 | 16.6% | 18.0% |
营业利润率LITEOII
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 9.8% | ||
| Q3 25 | 1.3% | 11.6% | ||
| Q2 25 | -1.7% | 11.3% | ||
| Q1 25 | -8.9% | 10.9% | ||
| Q4 24 | -12.8% | 10.9% | ||
| Q3 24 | -24.5% | 10.5% | ||
| Q2 24 | -43.3% | 9.0% |
净利率LITEOII
| Q1 26 | — | 5.2% | ||
| Q4 25 | 11.8% | 26.6% | ||
| Q3 25 | 0.8% | 9.6% | ||
| Q2 25 | 44.4% | 7.8% | ||
| Q1 25 | -10.4% | 7.5% | ||
| Q4 24 | -15.1% | 7.9% | ||
| Q3 24 | -24.5% | 6.1% | ||
| Q2 24 | -81.9% | 5.2% |
每股收益（稀释后）LITEOII
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.89 | $1.75 | ||
| Q3 25 | $0.05 | $0.71 | ||
| Q2 25 | $3.10 | $0.54 | ||
| Q1 25 | $-0.64 | $0.49 | ||
| Q4 24 | $-0.88 | $0.55 | ||
| Q3 24 | $-1.21 | $0.40 | ||
| Q2 24 | $-3.75 | $0.34 |
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 | — | $488.8M |
| 股东权益账面价值 | $846.6M | $1.1B |
| 总资产 | $4.8B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资LITEOII
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $695.9M | ||
| Q3 25 | $1.1B | $7.0M | ||
| Q2 25 | $877.1M | $7.0M | ||
| Q1 25 | $866.7M | $7.0M | ||
| Q4 24 | $896.7M | $504.5M | ||
| Q3 24 | $916.1M | — | ||
| Q2 24 | $887.0M | — |
总债务LITEOII
| Q1 26 | — | $488.8M | ||
| Q4 25 | — | $487.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $482.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LITEOII
| Q1 26 | — | $1.1B | ||
| Q4 25 | $846.6M | $1.1B | ||
| Q3 25 | $780.8M | $907.7M | ||
| Q2 25 | $1.1B | $842.1M | ||
| Q1 25 | $879.5M | $773.1M | ||
| Q4 24 | $872.3M | $714.3M | ||
| Q3 24 | $895.9M | $698.0M | ||
| Q2 24 | $957.3M | $651.0M |
总资产LITEOII
| Q1 26 | — | $2.6B | ||
| Q4 25 | $4.8B | $2.7B | ||
| Q3 25 | $4.6B | $2.5B | ||
| Q2 25 | $4.2B | $2.3B | ||
| Q1 25 | $4.0B | $2.3B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $4.0B | $2.4B | ||
| Q2 24 | $3.9B | $2.3B |
负债/权益比LITEOII
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.67× | ||
| 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 | $-76.5M |
| 自由现金流率自由现金流/营收 | 6.5% | -11.1% |
| 资本支出强度资本支出/营收 | 12.6% | 2.5% |
| 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 | $238.1M |
8季度趋势，按日历期对齐
经营现金流LITEOII
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $221.1M | ||
| Q3 25 | $57.9M | $101.3M | ||
| Q2 25 | $64.0M | $77.2M | ||
| Q1 25 | $-1.6M | $-80.7M | ||
| Q4 24 | $24.3M | $128.4M | ||
| Q3 24 | $39.6M | $91.9M | ||
| Q2 24 | $35.5M | $52.6M |
自由现金流LITEOII
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $43.1M | $190.7M | ||
| Q3 25 | $-18.3M | $77.0M | ||
| Q2 25 | $10.1M | $46.9M | ||
| Q1 25 | $-64.4M | $-106.8M | ||
| Q4 24 | $-15.9M | $94.5M | ||
| Q3 24 | $-34.5M | $67.0M | ||
| Q2 24 | $10.9M | $29.8M |
自由现金流率LITEOII
| Q1 26 | — | -11.1% | ||
| Q4 25 | 6.5% | 28.5% | ||
| Q3 25 | -3.4% | 10.4% | ||
| Q2 25 | 2.1% | 6.7% | ||
| Q1 25 | -15.1% | -15.8% | ||
| Q4 24 | -4.0% | 13.2% | ||
| Q3 24 | -10.2% | 9.9% | ||
| Q2 24 | 3.5% | 4.5% |
资本支出强度LITEOII
| Q1 26 | — | 2.5% | ||
| Q4 25 | 12.6% | 4.6% | ||
| Q3 25 | 14.3% | 3.3% | ||
| Q2 25 | 11.2% | 4.3% | ||
| Q1 25 | 14.8% | 3.9% | ||
| Q4 24 | 10.0% | 4.7% | ||
| Q3 24 | 22.0% | 3.7% | ||
| Q2 24 | 8.0% | 3.4% |
现金转化率LITEOII
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 1.24× | ||
| Q3 25 | 13.79× | 1.42× | ||
| Q2 25 | 0.30× | 1.42× | ||
| Q1 25 | — | -1.60× | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | 2.23× | ||
| Q2 24 | — | 1.50× |
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% |
OII
暂无分部数据
