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朗美通（LITE）与OUTFRONT Media Inc.（OUT）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OUTFRONT Media Inc.的1.3倍（$665.5M vs $513.3M），OUTFRONT Media Inc.净利率更高（18.9% vs 11.8%，领先7.1%），朗美通同比增速更快（65.5% vs 4.1%），OUTFRONT Media Inc.自由现金流更多（$93.3M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 12.1%）
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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
LITE vs OUT — 直观对比
营收规模更大
LITE
是对方的1.3倍
$513.3M
营收增速更快
LITE
高出61.4%
4.1%
净利率更高
OUT
高出7.1%
11.8%
自由现金流更多
OUT
多$50.2M
$43.1M
两年增速更快
LITE
近两年复合增速
12.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $513.3M |
| 净利润 | $78.2M | $96.8M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 26.0% |
| 净利率 | 11.8% | 18.9% |
| 营收同比 | 65.5% | 4.1% |
| 净利润同比 | 228.4% | 30.8% |
| 每股收益（稀释后） | $0.89 | $0.57 |
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LITEOUT
| Q4 25 | $665.5M | $513.3M | ||
| Q3 25 | $533.8M | $467.5M | ||
| Q2 25 | $480.7M | $460.2M | ||
| Q1 25 | $425.2M | $390.7M | ||
| Q4 24 | $402.2M | $493.2M | ||
| Q3 24 | $336.9M | $451.9M | ||
| Q2 24 | $308.3M | $477.3M | ||
| Q1 24 | $366.5M | $408.5M |
净利润LITEOUT
| Q4 25 | $78.2M | $96.8M | ||
| Q3 25 | $4.2M | $51.3M | ||
| Q2 25 | $213.3M | $19.5M | ||
| Q1 25 | $-44.1M | $-20.6M | ||
| Q4 24 | $-60.9M | $74.0M | ||
| Q3 24 | $-82.4M | $34.6M | ||
| Q2 24 | $-252.5M | $176.8M | ||
| Q1 24 | $-127.0M | $-27.2M |
毛利率LITEOUT
| Q4 25 | 36.1% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 28.8% | — | ||
| Q4 24 | 24.8% | — | ||
| Q3 24 | 23.1% | — | ||
| Q2 24 | 16.6% | — | ||
| Q1 24 | 16.2% | — |
营业利润率LITEOUT
| Q4 25 | 9.7% | 26.0% | ||
| Q3 25 | 1.3% | 19.2% | ||
| Q2 25 | -1.7% | 12.2% | ||
| Q1 25 | -8.9% | 3.6% | ||
| Q4 24 | -12.8% | 22.5% | ||
| Q3 24 | -24.5% | 15.8% | ||
| Q2 24 | -43.3% | 48.0% | ||
| Q1 24 | -31.3% | 3.4% |
净利率LITEOUT
| Q4 25 | 11.8% | 18.9% | ||
| Q3 25 | 0.8% | 11.0% | ||
| Q2 25 | 44.4% | 4.2% | ||
| Q1 25 | -10.4% | -5.3% | ||
| Q4 24 | -15.1% | 15.0% | ||
| Q3 24 | -24.5% | 7.7% | ||
| Q2 24 | -81.9% | 37.0% | ||
| Q1 24 | -34.7% | -6.7% |
每股收益（稀释后）LITEOUT
| Q4 25 | $0.89 | $0.57 | ||
| Q3 25 | $0.05 | $0.29 | ||
| Q2 25 | $3.10 | $0.10 | ||
| Q1 25 | $-0.64 | $-0.14 | ||
| Q4 24 | $-0.88 | $0.49 | ||
| Q3 24 | $-1.21 | $0.19 | ||
| Q2 24 | $-3.75 | $1.01 | ||
| Q1 24 | $-1.88 | $-0.18 |
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 | $99.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $710.4M |
| 总资产 | $4.8B | $5.3B |
| 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LITEOUT
| Q4 25 | $1.2B | $99.9M | ||
| Q3 25 | $1.1B | $63.0M | ||
| Q2 25 | $877.1M | $28.5M | ||
| Q1 25 | $866.7M | $30.5M | ||
| Q4 24 | $896.7M | $46.9M | ||
| Q3 24 | $916.1M | $28.0M | ||
| Q2 24 | $887.0M | $49.6M | ||
| Q1 24 | $870.9M | $42.4M |
股东权益LITEOUT
| Q4 25 | $846.6M | $710.4M | ||
| Q3 25 | $780.8M | $542.6M | ||
| Q2 25 | $1.1B | $539.1M | ||
| Q1 25 | $879.5M | $566.9M | ||
| Q4 24 | $872.3M | $649.0M | ||
| Q3 24 | $895.9M | $618.2M | ||
| Q2 24 | $957.3M | $664.9M | ||
| Q1 24 | $1.2B | $524.2M |
总资产LITEOUT
| Q4 25 | $4.8B | $5.3B | ||
| Q3 25 | $4.6B | $5.2B | ||
| Q2 25 | $4.2B | $5.1B | ||
| Q1 25 | $4.0B | $5.1B | ||
| Q4 24 | $4.0B | $5.2B | ||
| Q3 24 | $4.0B | $5.2B | ||
| Q2 24 | $3.9B | $5.3B | ||
| Q1 24 | $4.2B | $5.5B |
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 | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $93.3M |
| 自由现金流率自由现金流/营收 | 6.5% | 18.2% |
| 资本支出强度资本支出/营收 | 12.6% | 4.8% |
| 现金转化率经营现金流/净利润 | 1.62× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $218.8M |
8季度趋势，按日历期对齐
经营现金流LITEOUT
| Q4 25 | $126.7M | $118.1M | ||
| Q3 25 | $57.9M | $88.8M | ||
| Q2 25 | $64.0M | $67.1M | ||
| Q1 25 | $-1.6M | $33.6M | ||
| Q4 24 | $24.3M | $124.5M | ||
| Q3 24 | $39.6M | $73.1M | ||
| Q2 24 | $35.5M | $71.0M | ||
| Q1 24 | $-7.0M | $30.6M |
自由现金流LITEOUT
| Q4 25 | $43.1M | $93.3M | ||
| Q3 25 | $-18.3M | $67.7M | ||
| Q2 25 | $10.1M | $41.4M | ||
| Q1 25 | $-64.4M | $16.4M | ||
| Q4 24 | $-15.9M | $106.3M | ||
| Q3 24 | $-34.5M | $55.5M | ||
| Q2 24 | $10.9M | $47.1M | ||
| Q1 24 | $-26.6M | $12.2M |
自由现金流率LITEOUT
| Q4 25 | 6.5% | 18.2% | ||
| Q3 25 | -3.4% | 14.5% | ||
| Q2 25 | 2.1% | 9.0% | ||
| Q1 25 | -15.1% | 4.2% | ||
| Q4 24 | -4.0% | 21.6% | ||
| Q3 24 | -10.2% | 12.3% | ||
| Q2 24 | 3.5% | 9.9% | ||
| Q1 24 | -7.3% | 3.0% |
资本支出强度LITEOUT
| Q4 25 | 12.6% | 4.8% | ||
| Q3 25 | 14.3% | 4.5% | ||
| Q2 25 | 11.2% | 5.6% | ||
| Q1 25 | 14.8% | 4.4% | ||
| Q4 24 | 10.0% | 3.7% | ||
| Q3 24 | 22.0% | 3.9% | ||
| Q2 24 | 8.0% | 5.0% | ||
| Q1 24 | 5.3% | 4.5% |
现金转化率LITEOUT
| Q4 25 | 1.62× | 1.22× | ||
| Q3 25 | 13.79× | 1.73× | ||
| Q2 25 | 0.30× | 3.44× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 0.40× | ||
| Q1 24 | — | — |
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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
