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朗美通（LITE）与PROCORE TECHNOLOGIES, INC.（PCOR）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PROCORE TECHNOLOGIES, INC.的1.9倍（$665.5M vs $349.1M），朗美通净利率更高（11.8% vs -10.8%，领先22.5%），朗美通同比增速更快（65.5% vs 15.6%），PROCORE TECHNOLOGIES, INC.自由现金流更多（$109.2M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 13.8%）
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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
LITE vs PCOR — 直观对比
营收规模更大
LITE
是对方的1.9倍
$349.1M
营收增速更快
LITE
高出49.9%
15.6%
净利率更高
LITE
高出22.5%
-10.8%
自由现金流更多
PCOR
多$66.1M
$43.1M
两年增速更快
LITE
近两年复合增速
13.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $349.1M |
| 净利润 | $78.2M | $-37.6M |
| 毛利率 | 36.1% | 80.1% |
| 营业利润率 | 9.7% | -12.3% |
| 净利率 | 11.8% | -10.8% |
| 营收同比 | 65.5% | 15.6% |
| 净利润同比 | 228.4% | 39.6% |
| 每股收益（稀释后） | $0.89 | $-0.25 |
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LITEPCOR
| Q4 25 | $665.5M | $349.1M | ||
| Q3 25 | $533.8M | $338.9M | ||
| Q2 25 | $480.7M | $323.9M | ||
| Q1 25 | $425.2M | $310.6M | ||
| Q4 24 | $402.2M | $302.0M | ||
| Q3 24 | $336.9M | $295.9M | ||
| Q2 24 | $308.3M | $284.3M | ||
| Q1 24 | $366.5M | $269.4M |
净利润LITEPCOR
| Q4 25 | $78.2M | $-37.6M | ||
| Q3 25 | $4.2M | $-9.1M | ||
| Q2 25 | $213.3M | $-21.1M | ||
| Q1 25 | $-44.1M | $-33.0M | ||
| Q4 24 | $-60.9M | $-62.3M | ||
| Q3 24 | $-82.4M | $-26.4M | ||
| Q2 24 | $-252.5M | $-6.3M | ||
| Q1 24 | $-127.0M | $-11.0M |
毛利率LITEPCOR
| Q4 25 | 36.1% | 80.1% | ||
| Q3 25 | 34.0% | 79.7% | ||
| Q2 25 | 33.3% | 79.1% | ||
| Q1 25 | 28.8% | 79.1% | ||
| Q4 24 | 24.8% | 81.2% | ||
| Q3 24 | 23.1% | 81.4% | ||
| Q2 24 | 16.6% | 83.1% | ||
| Q1 24 | 16.2% | 83.0% |
营业利润率LITEPCOR
| Q4 25 | 9.7% | -12.3% | ||
| Q3 25 | 1.3% | -4.4% | ||
| Q2 25 | -1.7% | -9.3% | ||
| Q1 25 | -8.9% | -11.7% | ||
| Q4 24 | -12.8% | -21.9% | ||
| Q3 24 | -24.5% | -12.3% | ||
| Q2 24 | -43.3% | -5.2% | ||
| Q1 24 | -31.3% | -7.0% |
净利率LITEPCOR
| Q4 25 | 11.8% | -10.8% | ||
| Q3 25 | 0.8% | -2.7% | ||
| Q2 25 | 44.4% | -6.5% | ||
| Q1 25 | -10.4% | -10.6% | ||
| Q4 24 | -15.1% | -20.6% | ||
| Q3 24 | -24.5% | -8.9% | ||
| Q2 24 | -81.9% | -2.2% | ||
| Q1 24 | -34.7% | -4.1% |
每股收益（稀释后）LITEPCOR
| Q4 25 | $0.89 | $-0.25 | ||
| Q3 25 | $0.05 | $-0.06 | ||
| Q2 25 | $3.10 | $-0.14 | ||
| Q1 25 | $-0.64 | $-0.22 | ||
| Q4 24 | $-0.88 | $-0.42 | ||
| Q3 24 | $-1.21 | $-0.18 | ||
| Q2 24 | $-3.75 | $-0.04 | ||
| Q1 24 | $-1.88 | $-0.08 |
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 | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $1.3B |
| 总资产 | $4.8B | $2.2B |
| 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LITEPCOR
| Q4 25 | $1.2B | $768.5M | ||
| Q3 25 | $1.1B | $684.0M | ||
| Q2 25 | $877.1M | $620.9M | ||
| Q1 25 | $866.7M | $566.7M | ||
| Q4 24 | $896.7M | $775.4M | ||
| Q3 24 | $916.1M | $756.9M | ||
| Q2 24 | $887.0M | $735.4M | ||
| Q1 24 | $870.9M | $744.6M |
股东权益LITEPCOR
| Q4 25 | $846.6M | $1.3B | ||
| Q3 25 | $780.8M | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $879.5M | $1.2B | ||
| Q4 24 | $872.3M | $1.3B | ||
| Q3 24 | $895.9M | $1.3B | ||
| Q2 24 | $957.3M | $1.3B | ||
| Q1 24 | $1.2B | $1.2B |
总资产LITEPCOR
| Q4 25 | $4.8B | $2.2B | ||
| Q3 25 | $4.6B | $2.1B | ||
| Q2 25 | $4.2B | $2.0B | ||
| Q1 25 | $4.0B | $1.9B | ||
| Q4 24 | $4.0B | $2.1B | ||
| Q3 24 | $4.0B | $2.0B | ||
| Q2 24 | $3.9B | $2.0B | ||
| Q1 24 | $4.2B | $1.9B |
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 | $114.9M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $109.2M |
| 自由现金流率自由现金流/营收 | 6.5% | 31.3% |
| 资本支出强度资本支出/营收 | 12.6% | 1.6% |
| 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 | $282.2M |
8季度趋势，按日历期对齐
经营现金流LITEPCOR
| Q4 25 | $126.7M | $114.9M | ||
| Q3 25 | $57.9M | $88.5M | ||
| Q2 25 | $64.0M | $30.8M | ||
| Q1 25 | $-1.6M | $66.0M | ||
| Q4 24 | $24.3M | $29.1M | ||
| Q3 24 | $39.6M | $39.3M | ||
| Q2 24 | $35.5M | $58.7M | ||
| Q1 24 | $-7.0M | $69.1M |
自由现金流LITEPCOR
| Q4 25 | $43.1M | $109.2M | ||
| Q3 25 | $-18.3M | $83.1M | ||
| Q2 25 | $10.1M | $27.9M | ||
| Q1 25 | $-64.4M | $62.0M | ||
| Q4 24 | $-15.9M | $17.4M | ||
| Q3 24 | $-34.5M | $35.7M | ||
| Q2 24 | $10.9M | $56.8M | ||
| Q1 24 | $-26.6M | $67.1M |
自由现金流率LITEPCOR
| Q4 25 | 6.5% | 31.3% | ||
| Q3 25 | -3.4% | 24.5% | ||
| Q2 25 | 2.1% | 8.6% | ||
| Q1 25 | -15.1% | 20.0% | ||
| Q4 24 | -4.0% | 5.8% | ||
| Q3 24 | -10.2% | 12.1% | ||
| Q2 24 | 3.5% | 20.0% | ||
| Q1 24 | -7.3% | 24.9% |
资本支出强度LITEPCOR
| Q4 25 | 12.6% | 1.6% | ||
| Q3 25 | 14.3% | 1.6% | ||
| Q2 25 | 11.2% | 0.9% | ||
| Q1 25 | 14.8% | 1.3% | ||
| Q4 24 | 10.0% | 3.9% | ||
| Q3 24 | 22.0% | 1.2% | ||
| Q2 24 | 8.0% | 0.7% | ||
| Q1 24 | 5.3% | 0.8% |
现金转化率LITEPCOR
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
