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朗美通（LITE）与Playtika Holding Corp.（PLTK）财务数据对比。点击上方公司名可切换其他公司
Playtika Holding Corp.的季度营收约是朗美通的1.1倍（$744.7M vs $665.5M），朗美通净利率更高（11.8% vs -7.7%，领先19.5%），朗美通同比增速更快（65.5% vs 5.5%），朗美通自由现金流更多（$43.1M vs $2.6M），过去两年朗美通的营收复合增速更高（34.8% vs 9.0%）
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。
Playtika Holding Corp是一家专注于移动端游戏开发与发行的以色列数字娱乐企业，主打休闲社交类手游产品，在全球拥有庞大用户群体。截至2021年，该公司月活跃用户规模已经突破3500万，是行业内影响力突出的移动游戏厂商。
LITE vs PLTK — 直观对比
营收规模更大
PLTK
是对方的1.1倍
$665.5M
营收增速更快
LITE
高出60.0%
5.5%
净利率更高
LITE
高出19.5%
-7.7%
自由现金流更多
LITE
多$40.5M
$2.6M
两年增速更快
LITE
近两年复合增速
9.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $744.7M |
| 净利润 | $78.2M | $-57.5M |
| 毛利率 | 36.1% | 74.2% |
| 营业利润率 | 9.7% | -6.7% |
| 净利率 | 11.8% | -7.7% |
| 营收同比 | 65.5% | 5.5% |
| 净利润同比 | 228.4% | -287.9% |
| 每股收益（稀释后） | $0.89 | $-0.15 |
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LITEPLTK
| Q1 26 | — | $744.7M | ||
| Q4 25 | $665.5M | $678.8M | ||
| Q3 25 | $533.8M | $674.6M | ||
| Q2 25 | $480.7M | $696.0M | ||
| Q1 25 | $425.2M | $706.0M | ||
| Q4 24 | $402.2M | $650.3M | ||
| Q3 24 | $336.9M | $620.8M | ||
| Q2 24 | $308.3M | $627.0M |
净利润LITEPLTK
| Q1 26 | — | $-57.5M | ||
| Q4 25 | $78.2M | $-309.3M | ||
| Q3 25 | $4.2M | $39.1M | ||
| Q2 25 | $213.3M | $33.2M | ||
| Q1 25 | $-44.1M | $30.6M | ||
| Q4 24 | $-60.9M | $-16.7M | ||
| Q3 24 | $-82.4M | $39.3M | ||
| Q2 24 | $-252.5M | $86.6M |
毛利率LITEPLTK
| Q1 26 | — | 74.2% | ||
| Q4 25 | 36.1% | 72.5% | ||
| Q3 25 | 34.0% | 73.6% | ||
| Q2 25 | 33.3% | 71.9% | ||
| Q1 25 | 28.8% | 72.0% | ||
| Q4 24 | 24.8% | 72.5% | ||
| Q3 24 | 23.1% | 72.9% | ||
| Q2 24 | 16.6% | 73.2% |
营业利润率LITEPLTK
| Q1 26 | — | -6.7% | ||
| Q4 25 | 9.7% | -41.4% | ||
| Q3 25 | 1.3% | 14.6% | ||
| Q2 25 | -1.7% | 15.8% | ||
| Q1 25 | -8.9% | 9.6% | ||
| Q4 24 | -12.8% | 8.5% | ||
| Q3 24 | -24.5% | 15.7% | ||
| Q2 24 | -43.3% | 22.4% |
净利率LITEPLTK
| Q1 26 | — | -7.7% | ||
| Q4 25 | 11.8% | -45.6% | ||
| Q3 25 | 0.8% | 5.8% | ||
| Q2 25 | 44.4% | 4.8% | ||
| Q1 25 | -10.4% | 4.3% | ||
| Q4 24 | -15.1% | -2.6% | ||
| Q3 24 | -24.5% | 6.3% | ||
| Q2 24 | -81.9% | 13.8% |
每股收益（稀释后）LITEPLTK
| Q1 26 | — | $-0.15 | ||
| Q4 25 | $0.89 | $-0.83 | ||
| Q3 25 | $0.05 | $0.11 | ||
| Q2 25 | $3.10 | $0.09 | ||
| Q1 25 | $-0.64 | $0.08 | ||
| Q4 24 | $-0.88 | $-0.04 | ||
| Q3 24 | $-1.21 | $0.11 | ||
| Q2 24 | $-3.75 | $0.23 |
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 | $779.2M |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $846.6M | — |
| 总资产 | $4.8B | $3.7B |
| 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LITEPLTK
| Q1 26 | — | $779.2M | ||
| Q4 25 | $1.2B | $684.2M | ||
| Q3 25 | $1.1B | $587.9M | ||
| Q2 25 | $877.1M | $500.9M | ||
| Q1 25 | $866.7M | $434.8M | ||
| Q4 24 | $896.7M | $565.8M | ||
| Q3 24 | $916.1M | $1.1B | ||
| Q2 24 | $887.0M | $710.3M |
总债务LITEPLTK
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B |
股东权益LITEPLTK
| Q1 26 | — | — | ||
| Q4 25 | $846.6M | $-411.4M | ||
| Q3 25 | $780.8M | $-74.8M | ||
| Q2 25 | $1.1B | $-87.8M | ||
| Q1 25 | $879.5M | $-117.2M | ||
| Q4 24 | $872.3M | $-131.1M | ||
| Q3 24 | $895.9M | $-98.0M | ||
| Q2 24 | $957.3M | $-112.9M |
总资产LITEPLTK
| Q1 26 | — | $3.7B | ||
| Q4 25 | $4.8B | $3.7B | ||
| Q3 25 | $4.6B | $3.7B | ||
| Q2 25 | $4.2B | $3.6B | ||
| Q1 25 | $4.0B | $3.6B | ||
| Q4 24 | $4.0B | $3.6B | ||
| Q3 24 | $4.0B | $3.2B | ||
| Q2 24 | $3.9B | $3.2B |
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 | $2.6M |
| 自由现金流率自由现金流/营收 | 6.5% | 0.3% |
| 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 | $525.6M |
8季度趋势，按日历期对齐
经营现金流LITEPLTK
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $285.9M | ||
| Q3 25 | $57.9M | $116.9M | ||
| Q2 25 | $64.0M | $146.1M | ||
| Q1 25 | $-1.6M | $18.8M | ||
| Q4 24 | $24.3M | $153.1M | ||
| Q3 24 | $39.6M | $156.9M | ||
| Q2 24 | $35.5M | $150.5M |
自由现金流LITEPLTK
| Q1 26 | — | $2.6M | ||
| Q4 25 | $43.1M | $275.2M | ||
| Q3 25 | $-18.3M | $106.5M | ||
| Q2 25 | $10.1M | $141.3M | ||
| Q1 25 | $-64.4M | $8.4M | ||
| Q4 24 | $-15.9M | $140.3M | ||
| Q3 24 | $-34.5M | $152.1M | ||
| Q2 24 | $10.9M | $141.2M |
自由现金流率LITEPLTK
| Q1 26 | — | 0.3% | ||
| Q4 25 | 6.5% | 40.5% | ||
| Q3 25 | -3.4% | 15.8% | ||
| Q2 25 | 2.1% | 20.3% | ||
| Q1 25 | -15.1% | 1.2% | ||
| Q4 24 | -4.0% | 21.6% | ||
| Q3 24 | -10.2% | 24.5% | ||
| Q2 24 | 3.5% | 22.5% |
资本支出强度LITEPLTK
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 1.6% | ||
| Q3 25 | 14.3% | 1.5% | ||
| Q2 25 | 11.2% | 0.7% | ||
| Q1 25 | 14.8% | 1.5% | ||
| Q4 24 | 10.0% | 2.0% | ||
| Q3 24 | 22.0% | 0.8% | ||
| Q2 24 | 8.0% | 1.5% |
现金转化率LITEPLTK
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | 2.99× | ||
| Q2 25 | 0.30× | 4.40× | ||
| Q1 25 | — | 0.61× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.99× | ||
| Q2 24 | — | 1.74× |
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% |
PLTK
暂无分部数据
