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朗美通（LITE）与信安金融集团（PFG）财务数据对比。点击上方公司名可切换其他公司
信安金融集团的季度营收约是朗美通的6.9倍（$4.6B vs $665.5M），朗美通净利率更高（11.8% vs 11.3%，领先0.5%），朗美通同比增速更快（65.5% vs -3.7%），过去两年朗美通的营收复合增速更高（34.8% vs 6.3%）
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。
信安金融集团（股票代码：PFG）是总部位于美国艾奥瓦州得梅因的全球性金融服务企业，核心业务涵盖投资管理、保险服务两大板块，在全球多个区域开展业务，为机构客户和个人用户提供专业定制化的金融解决方案，在行业内拥有较高知名度。
LITE vs PFG — 直观对比
营收规模更大
PFG
是对方的6.9倍
$665.5M
营收增速更快
LITE
高出69.2%
-3.7%
净利率更高
LITE
高出0.5%
11.3%
两年增速更快
LITE
近两年复合增速
6.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $4.6B |
| 净利润 | $78.2M | $517.0M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 11.8% | 11.3% |
| 营收同比 | 65.5% | -3.7% |
| 净利润同比 | 228.4% | -42.9% |
| 每股收益（稀释后） | $0.89 | $2.30 |
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LITEPFG
| Q4 25 | $665.5M | $4.6B | ||
| Q3 25 | $533.8M | $3.7B | ||
| Q2 25 | $480.7M | $3.7B | ||
| Q1 25 | $425.2M | $3.7B | ||
| Q4 24 | $402.2M | $4.8B | ||
| Q3 24 | $336.9M | $3.0B | ||
| Q2 24 | $308.3M | $4.3B | ||
| Q1 24 | $366.5M | $4.1B |
净利润LITEPFG
| Q4 25 | $78.2M | $517.0M | ||
| Q3 25 | $4.2M | $213.8M | ||
| Q2 25 | $213.3M | $406.2M | ||
| Q1 25 | $-44.1M | $48.1M | ||
| Q4 24 | $-60.9M | $905.4M | ||
| Q3 24 | $-82.4M | $-220.0M | ||
| Q2 24 | $-252.5M | $353.1M | ||
| Q1 24 | $-127.0M | $532.5M |
毛利率LITEPFG
| 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LITEPFG
| Q4 25 | 9.7% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -8.9% | — | ||
| Q4 24 | -12.8% | — | ||
| Q3 24 | -24.5% | — | ||
| Q2 24 | -43.3% | — | ||
| Q1 24 | -31.3% | — |
净利率LITEPFG
| Q4 25 | 11.8% | 11.3% | ||
| Q3 25 | 0.8% | 5.8% | ||
| Q2 25 | 44.4% | 11.1% | ||
| Q1 25 | -10.4% | 1.3% | ||
| Q4 24 | -15.1% | 19.1% | ||
| Q3 24 | -24.5% | -7.3% | ||
| Q2 24 | -81.9% | 8.2% | ||
| Q1 24 | -34.7% | 13.1% |
每股收益（稀释后）LITEPFG
| Q4 25 | $0.89 | $2.30 | ||
| Q3 25 | $0.05 | $0.95 | ||
| Q2 25 | $3.10 | $1.79 | ||
| Q1 25 | $-0.64 | $0.21 | ||
| Q4 24 | $-0.88 | $3.92 | ||
| Q3 24 | $-1.21 | $-0.95 | ||
| Q2 24 | $-3.75 | $1.49 | ||
| Q1 24 | $-1.88 | $2.22 |
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 | $4.4B |
| 总债务越低越好 | — | $3.9B |
| 股东权益账面价值 | $846.6M | $11.9B |
| 总资产 | $4.8B | $341.4B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资LITEPFG
| Q4 25 | $1.2B | $4.4B | ||
| Q3 25 | $1.1B | $5.1B | ||
| Q2 25 | $877.1M | $3.7B | ||
| Q1 25 | $866.7M | $3.9B | ||
| Q4 24 | $896.7M | $4.2B | ||
| Q3 24 | $916.1M | $6.2B | ||
| Q2 24 | $887.0M | $4.8B | ||
| Q1 24 | $870.9M | $4.2B |
总债务LITEPFG
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $3.9B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $3.9B |
股东权益LITEPFG
| Q4 25 | $846.6M | $11.9B | ||
| Q3 25 | $780.8M | $11.7B | ||
| Q2 25 | $1.1B | $11.4B | ||
| Q1 25 | $879.5M | $11.2B | ||
| Q4 24 | $872.3M | $11.1B | ||
| Q3 24 | $895.9M | $11.2B | ||
| Q2 24 | $957.3M | $11.0B | ||
| Q1 24 | $1.2B | $11.2B |
总资产LITEPFG
| Q4 25 | $4.8B | $341.4B | ||
| Q3 25 | $4.6B | $334.5B | ||
| Q2 25 | $4.2B | $323.1B | ||
| Q1 25 | $4.0B | $313.0B | ||
| Q4 24 | $4.0B | $313.7B | ||
| Q3 24 | $4.0B | $322.9B | ||
| Q2 24 | $3.9B | $308.8B | ||
| Q1 24 | $4.2B | $308.7B |
负债/权益比LITEPFG
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.36× | ||
| Q1 24 | — | 0.35× |
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 | $1.7B |
| 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× | 3.37× |
| 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LITEPFG
| Q4 25 | $126.7M | $1.7B | ||
| Q3 25 | $57.9M | $1.0B | ||
| Q2 25 | $64.0M | $811.9M | ||
| Q1 25 | $-1.6M | $977.3M | ||
| Q4 24 | $24.3M | $1.5B | ||
| Q3 24 | $39.6M | $1.1B | ||
| Q2 24 | $35.5M | $1.4B | ||
| Q1 24 | $-7.0M | $584.2M |
自由现金流LITEPFG
| Q4 25 | $43.1M | — | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $-64.4M | — | ||
| Q4 24 | $-15.9M | — | ||
| Q3 24 | $-34.5M | — | ||
| Q2 24 | $10.9M | — | ||
| Q1 24 | $-26.6M | — |
自由现金流率LITEPFG
| Q4 25 | 6.5% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -15.1% | — | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -10.2% | — | ||
| Q2 24 | 3.5% | — | ||
| Q1 24 | -7.3% | — |
资本支出强度LITEPFG
| Q4 25 | 12.6% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.3% | — |
现金转化率LITEPFG
| Q4 25 | 1.62× | 3.37× | ||
| Q3 25 | 13.79× | 4.70× | ||
| Q2 25 | 0.30× | 2.00× | ||
| Q1 25 | — | 20.32× | ||
| Q4 24 | — | 1.61× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 4.05× | ||
| Q1 24 | — | 1.10× |
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% |
PFG
| Segment Retirement And Income Solutions | $1.6B | 36% |
| Segment Benefits And Protection | $1.1B | 23% |
| Other | $582.8M | 13% |
| Segment Principal Asset Management | $465.6M | 10% |
| Subsegment Investment Management | $449.4M | 10% |
| Administrative Service | $152.2M | 3% |
| Subsegment International Pension | $91.2M | 2% |
| Segment Corporate | $73.0M | 2% |
| Subsegment Life Insurance | $26.1M | 1% |
| Financial Service Other | $25.1M | 1% |
| Residential Mortgage | $7.4M | 0% |
| Subsegment Specialty Benefits | $3.7M | 0% |
| Deposit Account | $3.4M | 0% |
| Commission Income | $1.8M | 0% |
