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朗美通（LITE）与Penguin Solutions, Inc.（PENG）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Penguin Solutions, Inc.的1.9倍（$665.5M vs $343.1M），朗美通净利率更高（11.8% vs 1.5%，领先10.2%），朗美通同比增速更快（65.5% vs 0.6%），朗美通自由现金流更多（$43.1M vs $28.2M），过去两年朗美通的营收复合增速更高（34.8% vs 11.8%）
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。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
LITE vs PENG — 直观对比
营收规模更大
LITE
是对方的1.9倍
$343.1M
营收增速更快
LITE
高出64.9%
0.6%
净利率更高
LITE
高出10.2%
1.5%
自由现金流更多
LITE
多$14.9M
$28.2M
两年增速更快
LITE
近两年复合增速
11.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $343.1M |
| 净利润 | $78.2M | $5.3M |
| 毛利率 | 36.1% | 28.0% |
| 营业利润率 | 9.7% | 5.7% |
| 净利率 | 11.8% | 1.5% |
| 营收同比 | 65.5% | 0.6% |
| 净利润同比 | 228.4% | 1.0% |
| 每股收益（稀释后） | $0.89 | $0.04 |
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LITEPENG
| Q4 25 | $665.5M | $343.1M | ||
| Q3 25 | $533.8M | $337.9M | ||
| Q2 25 | $480.7M | $324.3M | ||
| Q1 25 | $425.2M | $365.5M | ||
| Q4 24 | $402.2M | $341.1M | ||
| Q3 24 | $336.9M | $284.8M | ||
| Q2 24 | $308.3M | $300.6M | ||
| Q1 24 | $366.5M | — |
净利润LITEPENG
| Q4 25 | $78.2M | $5.3M | ||
| Q3 25 | $4.2M | $9.4M | ||
| Q2 25 | $213.3M | $2.7M | ||
| Q1 25 | $-44.1M | $8.1M | ||
| Q4 24 | $-60.9M | $5.2M | ||
| Q3 24 | $-82.4M | — | ||
| Q2 24 | $-252.5M | $5.6M | ||
| Q1 24 | $-127.0M | — |
毛利率LITEPENG
| Q4 25 | 36.1% | 28.0% | ||
| Q3 25 | 34.0% | 28.6% | ||
| Q2 25 | 33.3% | 29.3% | ||
| Q1 25 | 28.8% | 28.6% | ||
| Q4 24 | 24.8% | 28.7% | ||
| Q3 24 | 23.1% | 28.8% | ||
| Q2 24 | 16.6% | 29.6% | ||
| Q1 24 | 16.2% | — |
营业利润率LITEPENG
| Q4 25 | 9.7% | 5.7% | ||
| Q3 25 | 1.3% | 3.7% | ||
| Q2 25 | -1.7% | 3.0% | ||
| Q1 25 | -8.9% | 5.1% | ||
| Q4 24 | -12.8% | 5.1% | ||
| Q3 24 | -24.5% | -1.2% | ||
| Q2 24 | -43.3% | 3.8% | ||
| Q1 24 | -31.3% | — |
净利率LITEPENG
| Q4 25 | 11.8% | 1.5% | ||
| Q3 25 | 0.8% | 2.8% | ||
| Q2 25 | 44.4% | 0.8% | ||
| Q1 25 | -10.4% | 2.2% | ||
| Q4 24 | -15.1% | 1.5% | ||
| Q3 24 | -24.5% | — | ||
| Q2 24 | -81.9% | 1.9% | ||
| Q1 24 | -34.7% | — |
每股收益（稀释后）LITEPENG
| Q4 25 | $0.89 | $0.04 | ||
| Q3 25 | $0.05 | $0.10 | ||
| Q2 25 | $3.10 | $-0.01 | ||
| Q1 25 | $-0.64 | $0.09 | ||
| Q4 24 | $-0.88 | $0.10 | ||
| Q3 24 | $-1.21 | — | ||
| Q2 24 | $-3.75 | $0.10 | ||
| Q1 24 | $-1.88 | — |
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 | $461.5M |
| 总债务越低越好 | — | $462.3M |
| 股东权益账面价值 | $846.6M | $389.7M |
| 总资产 | $4.8B | $1.6B |
| 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LITEPENG
| Q4 25 | $1.2B | $461.5M | ||
| Q3 25 | $1.1B | $453.8M | ||
| Q2 25 | $877.1M | $735.5M | ||
| Q1 25 | $866.7M | $647.0M | ||
| Q4 24 | $896.7M | $393.7M | ||
| Q3 24 | $916.1M | $389.5M | ||
| Q2 24 | $887.0M | $467.5M | ||
| Q1 24 | $870.9M | — |
总债务LITEPENG
| Q4 25 | — | $462.3M | ||
| Q3 25 | — | $461.8M | ||
| Q2 25 | — | $659.5M | ||
| Q1 25 | — | $658.8M | ||
| Q4 24 | — | $658.1M | ||
| Q3 24 | — | $657.3M | ||
| Q2 24 | — | $667.0M | ||
| Q1 24 | — | — |
股东权益LITEPENG
| Q4 25 | $846.6M | $389.7M | ||
| Q3 25 | $780.8M | $394.2M | ||
| Q2 25 | $1.1B | $584.8M | ||
| Q1 25 | $879.5M | $602.5M | ||
| Q4 24 | $872.3M | $400.4M | ||
| Q3 24 | $895.9M | $391.4M | ||
| Q2 24 | $957.3M | $423.4M | ||
| Q1 24 | $1.2B | — |
总资产LITEPENG
| Q4 25 | $4.8B | $1.6B | ||
| Q3 25 | $4.6B | $1.6B | ||
| Q2 25 | $4.2B | $1.8B | ||
| Q1 25 | $4.0B | $1.8B | ||
| Q4 24 | $4.0B | $1.6B | ||
| Q3 24 | $4.0B | $1.5B | ||
| Q2 24 | $3.9B | $1.5B | ||
| Q1 24 | $4.2B | — |
负债/权益比LITEPENG
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | 1.09× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.68× | ||
| Q2 24 | — | 1.58× | ||
| 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 | $31.1M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $28.2M |
| 自由现金流率自由现金流/营收 | 6.5% | 8.2% |
| 资本支出强度资本支出/营收 | 12.6% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.62× | 5.89× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $116.3M |
8季度趋势，按日历期对齐
经营现金流LITEPENG
| Q4 25 | $126.7M | $31.1M | ||
| Q3 25 | $57.9M | $-70.4M | ||
| Q2 25 | $64.0M | $92.8M | ||
| Q1 25 | $-1.6M | $72.9M | ||
| Q4 24 | $24.3M | $13.8M | ||
| Q3 24 | $39.6M | — | ||
| Q2 24 | $35.5M | $57.9M | ||
| Q1 24 | $-7.0M | — |
自由现金流LITEPENG
| Q4 25 | $43.1M | $28.2M | ||
| Q3 25 | $-18.3M | $-73.4M | ||
| Q2 25 | $10.1M | $90.9M | ||
| Q1 25 | $-64.4M | $70.5M | ||
| Q4 24 | $-15.9M | $12.0M | ||
| Q3 24 | $-34.5M | — | ||
| Q2 24 | $10.9M | $48.9M | ||
| Q1 24 | $-26.6M | — |
自由现金流率LITEPENG
| Q4 25 | 6.5% | 8.2% | ||
| Q3 25 | -3.4% | -21.7% | ||
| Q2 25 | 2.1% | 28.0% | ||
| Q1 25 | -15.1% | 19.3% | ||
| Q4 24 | -4.0% | 3.5% | ||
| Q3 24 | -10.2% | — | ||
| Q2 24 | 3.5% | 16.3% | ||
| Q1 24 | -7.3% | — |
资本支出强度LITEPENG
| Q4 25 | 12.6% | 0.8% | ||
| Q3 25 | 14.3% | 0.9% | ||
| Q2 25 | 11.2% | 0.6% | ||
| Q1 25 | 14.8% | 0.6% | ||
| Q4 24 | 10.0% | 0.5% | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 8.0% | 3.0% | ||
| Q1 24 | 5.3% | — |
现金转化率LITEPENG
| Q4 25 | 1.62× | 5.89× | ||
| Q3 25 | 13.79× | -7.47× | ||
| Q2 25 | 0.30× | 34.88× | ||
| Q1 25 | — | 9.02× | ||
| Q4 24 | — | 2.65× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 10.30× | ||
| 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% |
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
