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朗美通（LITE）与PROSPERITY BANCSHARES INC（PB）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PROSPERITY BANCSHARES INC的1.8倍（$665.5M vs $367.6M），PROSPERITY BANCSHARES INC净利率更高（31.6% vs 11.8%，领先19.9%），过去两年朗美通的营收复合增速更高（34.8% vs 19.2%）
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。
Prosperity Bancshares Inc.是总部位于美国得克萨斯州休斯顿的银行控股公司，业务覆盖得克萨斯州及俄克拉荷马州中部。截至2019年12月31日，公司共运营285家分支机构，广泛分布在休斯顿、达拉斯-沃斯堡都会区及得州南部、东部、中部、西部等区域。
LITE vs PB — 直观对比
营收规模更大
LITE
是对方的1.8倍
$367.6M
净利率更高
PB
高出19.9%
11.8%
两年增速更快
LITE
近两年复合增速
19.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $367.6M |
| 净利润 | $78.2M | $116.3M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 11.8% | 31.6% |
| 营收同比 | 65.5% | — |
| 净利润同比 | 228.4% | -10.7% |
| 每股收益（稀释后） | $0.89 | $1.16 |
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LITEPB
| Q1 26 | — | $367.6M | ||
| Q4 25 | $665.5M | $275.0M | ||
| Q3 25 | $533.8M | $273.4M | ||
| Q2 25 | $480.7M | $267.7M | ||
| Q1 25 | $425.2M | $265.4M | ||
| Q4 24 | $402.2M | $267.8M | ||
| Q3 24 | $336.9M | $261.7M | ||
| Q2 24 | $308.3M | $258.8M |
净利润LITEPB
| Q1 26 | — | $116.3M | ||
| Q4 25 | $78.2M | $139.9M | ||
| Q3 25 | $4.2M | $137.6M | ||
| Q2 25 | $213.3M | $135.2M | ||
| Q1 25 | $-44.1M | $130.2M | ||
| Q4 24 | $-60.9M | $130.1M | ||
| Q3 24 | $-82.4M | $127.3M | ||
| Q2 24 | $-252.5M | $111.6M |
毛利率LITEPB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率LITEPB
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 65.1% | ||
| Q3 25 | 1.3% | 64.4% | ||
| Q2 25 | -1.7% | 64.3% | ||
| Q1 25 | -8.9% | 62.7% | ||
| Q4 24 | -12.8% | 62.0% | ||
| Q3 24 | -24.5% | 62.1% | ||
| Q2 24 | -43.3% | 55.2% |
净利率LITEPB
| Q1 26 | — | 31.6% | ||
| Q4 25 | 11.8% | 50.9% | ||
| Q3 25 | 0.8% | 50.3% | ||
| Q2 25 | 44.4% | 50.5% | ||
| Q1 25 | -10.4% | 49.1% | ||
| Q4 24 | -15.1% | 48.6% | ||
| Q3 24 | -24.5% | 48.6% | ||
| Q2 24 | -81.9% | 43.1% |
每股收益（稀释后）LITEPB
| Q1 26 | — | $1.16 | ||
| Q4 25 | $0.89 | $1.48 | ||
| Q3 25 | $0.05 | $1.45 | ||
| Q2 25 | $3.10 | $1.42 | ||
| Q1 25 | $-0.64 | $1.37 | ||
| Q4 24 | $-0.88 | $1.36 | ||
| Q3 24 | $-1.21 | $1.34 | ||
| Q2 24 | $-3.75 | $1.17 |
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 | $8.2B |
| 总资产 | $4.8B | $43.6B |
| 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LITEPB
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $877.1M | — | ||
| Q1 25 | $866.7M | — | ||
| Q4 24 | $896.7M | — | ||
| Q3 24 | $916.1M | — | ||
| Q2 24 | $887.0M | — |
股东权益LITEPB
| Q1 26 | — | $8.2B | ||
| Q4 25 | $846.6M | $7.6B | ||
| Q3 25 | $780.8M | $7.7B | ||
| Q2 25 | $1.1B | $7.6B | ||
| Q1 25 | $879.5M | $7.5B | ||
| Q4 24 | $872.3M | $7.4B | ||
| Q3 24 | $895.9M | $7.4B | ||
| Q2 24 | $957.3M | $7.3B |
总资产LITEPB
| Q1 26 | — | $43.6B | ||
| Q4 25 | $4.8B | $38.5B | ||
| Q3 25 | $4.6B | $38.3B | ||
| Q2 25 | $4.2B | $38.4B | ||
| Q1 25 | $4.0B | $38.8B | ||
| Q4 24 | $4.0B | $39.6B | ||
| Q3 24 | $4.0B | $40.1B | ||
| Q2 24 | $3.9B | $39.8B |
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LITEPB
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $78.3M | ||
| Q3 25 | $57.9M | $194.8M | ||
| Q2 25 | $64.0M | $98.2M | ||
| Q1 25 | $-1.6M | $178.2M | ||
| Q4 24 | $24.3M | $-205.8M | ||
| Q3 24 | $39.6M | $274.6M | ||
| Q2 24 | $35.5M | $216.5M |
自由现金流LITEPB
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $68.5M | ||
| Q3 25 | $-18.3M | $185.7M | ||
| Q2 25 | $10.1M | $91.8M | ||
| Q1 25 | $-64.4M | $171.1M | ||
| Q4 24 | $-15.9M | $-210.7M | ||
| Q3 24 | $-34.5M | $270.2M | ||
| Q2 24 | $10.9M | $211.8M |
自由现金流率LITEPB
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 24.9% | ||
| Q3 25 | -3.4% | 67.9% | ||
| Q2 25 | 2.1% | 34.3% | ||
| Q1 25 | -15.1% | 64.5% | ||
| Q4 24 | -4.0% | -78.7% | ||
| Q3 24 | -10.2% | 103.3% | ||
| Q2 24 | 3.5% | 81.8% |
资本支出强度LITEPB
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 3.6% | ||
| Q3 25 | 14.3% | 3.3% | ||
| Q2 25 | 11.2% | 2.4% | ||
| Q1 25 | 14.8% | 2.7% | ||
| Q4 24 | 10.0% | 1.8% | ||
| Q3 24 | 22.0% | 1.7% | ||
| Q2 24 | 8.0% | 1.8% |
现金转化率LITEPB
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 0.56× | ||
| Q3 25 | 13.79× | 1.42× | ||
| Q2 25 | 0.30× | 0.73× | ||
| Q1 25 | — | 1.37× | ||
| Q4 24 | — | -1.58× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 1.94× |
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% |
PB
| Net Interest Income | $321.1M | 87% |
| Noninterest Income | $46.5M | 13% |
