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朗美通（LITE）与OSI SYSTEMS INC（OSIS）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OSI SYSTEMS INC的1.4倍（$665.5M vs $464.1M），朗美通净利率更高（11.8% vs 8.3%，领先3.4%），朗美通同比增速更快（65.5% vs 10.5%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 7.0%）
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。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
LITE vs OSIS — 直观对比
营收规模更大
LITE
是对方的1.4倍
$464.1M
营收增速更快
LITE
高出54.9%
10.5%
净利率更高
LITE
高出3.4%
8.3%
自由现金流更多
OSIS
多$12.4M
$43.1M
两年增速更快
LITE
近两年复合增速
7.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $464.1M |
| 净利润 | $78.2M | $38.7M |
| 毛利率 | 36.1% | 32.7% |
| 营业利润率 | 9.7% | 12.7% |
| 净利率 | 11.8% | 8.3% |
| 营收同比 | 65.5% | 10.5% |
| 净利润同比 | 228.4% | 2.3% |
| 每股收益（稀释后） | $0.89 | $2.22 |
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LITEOSIS
| Q4 25 | $665.5M | $464.1M | ||
| Q3 25 | $533.8M | $384.6M | ||
| Q2 25 | $480.7M | $505.0M | ||
| Q1 25 | $425.2M | $444.4M | ||
| Q4 24 | $402.2M | $419.8M | ||
| Q3 24 | $336.9M | $344.0M | ||
| Q2 24 | $308.3M | $480.9M | ||
| Q1 24 | $366.5M | $405.4M |
净利润LITEOSIS
| Q4 25 | $78.2M | $38.7M | ||
| Q3 25 | $4.2M | $20.6M | ||
| Q2 25 | $213.3M | $52.7M | ||
| Q1 25 | $-44.1M | $41.1M | ||
| Q4 24 | $-60.9M | $37.8M | ||
| Q3 24 | $-82.4M | $17.9M | ||
| Q2 24 | $-252.5M | $44.7M | ||
| Q1 24 | $-127.0M | $34.0M |
毛利率LITEOSIS
| Q4 25 | 36.1% | 32.7% | ||
| Q3 25 | 34.0% | 32.0% | ||
| Q2 25 | 33.3% | 33.3% | ||
| Q1 25 | 28.8% | 33.8% | ||
| Q4 24 | 24.8% | 35.1% | ||
| Q3 24 | 23.1% | 35.3% | ||
| Q2 24 | 16.6% | 32.1% | ||
| Q1 24 | 16.2% | 33.6% |
营业利润率LITEOSIS
| Q4 25 | 9.7% | 12.7% | ||
| Q3 25 | 1.3% | 8.6% | ||
| Q2 25 | -1.7% | 14.5% | ||
| Q1 25 | -8.9% | 12.7% | ||
| Q4 24 | -12.8% | 13.8% | ||
| Q3 24 | -24.5% | 8.8% | ||
| Q2 24 | -43.3% | 13.1% | ||
| Q1 24 | -31.3% | 12.7% |
净利率LITEOSIS
| Q4 25 | 11.8% | 8.3% | ||
| Q3 25 | 0.8% | 5.3% | ||
| Q2 25 | 44.4% | 10.4% | ||
| Q1 25 | -10.4% | 9.3% | ||
| Q4 24 | -15.1% | 9.0% | ||
| Q3 24 | -24.5% | 5.2% | ||
| Q2 24 | -81.9% | 9.3% | ||
| Q1 24 | -34.7% | 8.4% |
每股收益（稀释后）LITEOSIS
| Q4 25 | $0.89 | $2.22 | ||
| Q3 25 | $0.05 | $1.18 | ||
| Q2 25 | $3.10 | $3.04 | ||
| Q1 25 | $-0.64 | $2.40 | ||
| Q4 24 | $-0.88 | $2.22 | ||
| Q3 24 | $-1.21 | $1.05 | ||
| Q2 24 | $-3.75 | $2.57 | ||
| Q1 24 | $-1.88 | $1.95 |
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 | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $846.6M | $845.5M |
| 总资产 | $4.8B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资LITEOSIS
| Q4 25 | $1.2B | $336.7M | ||
| Q3 25 | $1.1B | $124.4M | ||
| Q2 25 | $877.1M | $106.4M | ||
| Q1 25 | $866.7M | $95.8M | ||
| Q4 24 | $896.7M | $101.6M | ||
| Q3 24 | $916.1M | $85.1M | ||
| Q2 24 | $887.0M | $95.4M | ||
| Q1 24 | $870.9M | $101.4M |
总债务LITEOSIS
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | — | — |
股东权益LITEOSIS
| Q4 25 | $846.6M | $845.5M | ||
| Q3 25 | $780.8M | $946.0M | ||
| Q2 25 | $1.1B | $951.1M | ||
| Q1 25 | $879.5M | $879.3M | ||
| Q4 24 | $872.3M | $825.8M | ||
| Q3 24 | $895.9M | $786.5M | ||
| Q2 24 | $957.3M | $863.5M | ||
| Q1 24 | $1.2B | $813.4M |
总资产LITEOSIS
| Q4 25 | $4.8B | $2.5B | ||
| Q3 25 | $4.6B | $2.3B | ||
| Q2 25 | $4.2B | $2.2B | ||
| Q1 25 | $4.0B | $2.1B | ||
| Q4 24 | $4.0B | $2.1B | ||
| Q3 24 | $4.0B | $2.1B | ||
| Q2 24 | $3.9B | $1.9B | ||
| Q1 24 | $4.2B | $1.8B |
负债/权益比LITEOSIS
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| Q1 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 | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $55.5M |
| 自由现金流率自由现金流/营收 | 6.5% | 12.0% |
| 资本支出强度资本支出/营收 | 12.6% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.62× | 1.61× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $137.2M |
8季度趋势，按日历期对齐
经营现金流LITEOSIS
| Q4 25 | $126.7M | $62.2M | ||
| Q3 25 | $57.9M | $17.1M | ||
| Q2 25 | $64.0M | $562.0K | ||
| Q1 25 | $-1.6M | $81.6M | ||
| Q4 24 | $24.3M | $52.5M | ||
| Q3 24 | $39.6M | $-37.2M | ||
| Q2 24 | $35.5M | $-29.0M | ||
| Q1 24 | $-7.0M | $-52.1M |
自由现金流LITEOSIS
| Q4 25 | $43.1M | $55.5M | ||
| Q3 25 | $-18.3M | $10.1M | ||
| Q2 25 | $10.1M | $-5.6M | ||
| Q1 25 | $-64.4M | $77.1M | ||
| Q4 24 | $-15.9M | $47.1M | ||
| Q3 24 | $-34.5M | $-44.9M | ||
| Q2 24 | $10.9M | $-37.5M | ||
| Q1 24 | $-26.6M | $-57.0M |
自由现金流率LITEOSIS
| Q4 25 | 6.5% | 12.0% | ||
| Q3 25 | -3.4% | 2.6% | ||
| Q2 25 | 2.1% | -1.1% | ||
| Q1 25 | -15.1% | 17.4% | ||
| Q4 24 | -4.0% | 11.2% | ||
| Q3 24 | -10.2% | -13.0% | ||
| Q2 24 | 3.5% | -7.8% | ||
| Q1 24 | -7.3% | -14.1% |
资本支出强度LITEOSIS
| Q4 25 | 12.6% | 1.4% | ||
| Q3 25 | 14.3% | 1.8% | ||
| Q2 25 | 11.2% | 1.2% | ||
| Q1 25 | 14.8% | 1.0% | ||
| Q4 24 | 10.0% | 1.3% | ||
| Q3 24 | 22.0% | 2.2% | ||
| Q2 24 | 8.0% | 1.8% | ||
| Q1 24 | 5.3% | 1.2% |
现金转化率LITEOSIS
| Q4 25 | 1.62× | 1.61× | ||
| Q3 25 | 13.79× | 0.83× | ||
| Q2 25 | 0.30× | 0.01× | ||
| Q1 25 | — | 1.98× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | — | -2.07× | ||
| Q2 24 | — | -0.65× | ||
| Q1 24 | — | -1.53× |
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% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
