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朗美通（LITE）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是朗美通的1.6倍（$1.1B vs $665.5M），朗美通净利率更高（11.8% vs 3.8%，领先7.9%），朗美通同比增速更快（65.5% vs 9.6%），过去两年朗美通的营收复合增速更高（34.8% vs 7.9%）
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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
LITE vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.6倍
$665.5M
营收增速更快
LITE
高出55.9%
9.6%
净利率更高
LITE
高出7.9%
3.8%
两年增速更快
LITE
近两年复合增速
7.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.1B |
| 净利润 | $78.2M | $41.2M |
| 毛利率 | 36.1% | 9.9% |
| 营业利润率 | 9.7% | 5.1% |
| 净利率 | 11.8% | 3.8% |
| 营收同比 | 65.5% | 9.6% |
| 净利润同比 | 228.4% | -19.9% |
| 每股收益（稀释后） | $0.89 | $1.51 |
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LITEPLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $665.5M | — | ||
| Q3 25 | $533.8M | — | ||
| Q2 25 | $480.7M | — | ||
| Q1 25 | $425.2M | — | ||
| Q4 24 | $402.2M | — | ||
| Q3 24 | $336.9M | — | ||
| Q2 24 | $308.3M | — |
净利润LITEPLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $78.2M | — | ||
| Q3 25 | $4.2M | — | ||
| Q2 25 | $213.3M | — | ||
| Q1 25 | $-44.1M | — | ||
| Q4 24 | $-60.9M | — | ||
| Q3 24 | $-82.4M | — | ||
| Q2 24 | $-252.5M | — |
毛利率LITEPLXS
| Q1 26 | — | 9.9% | ||
| 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LITEPLXS
| Q1 26 | — | 5.1% | ||
| 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% | — |
净利率LITEPLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | 11.8% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 44.4% | — | ||
| Q1 25 | -10.4% | — | ||
| Q4 24 | -15.1% | — | ||
| Q3 24 | -24.5% | — | ||
| Q2 24 | -81.9% | — |
每股收益（稀释后）LITEPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $3.10 | — | ||
| Q1 25 | $-0.64 | — | ||
| Q4 24 | $-0.88 | — | ||
| Q3 24 | $-1.21 | — | ||
| Q2 24 | $-3.75 | — |
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 | $248.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $1.5B |
| 总资产 | $4.8B | $3.2B |
| 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LITEPLXS
| Q1 26 | — | $248.8M | ||
| 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LITEPLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $846.6M | — | ||
| Q3 25 | $780.8M | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $879.5M | — | ||
| Q4 24 | $872.3M | — | ||
| Q3 24 | $895.9M | — | ||
| Q2 24 | $957.3M | — |
总资产LITEPLXS
| Q1 26 | — | $3.2B | ||
| Q4 25 | $4.8B | — | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.9B | — |
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 | — |
| 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LITEPLXS
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | — | ||
| Q3 25 | $57.9M | — | ||
| Q2 25 | $64.0M | — | ||
| Q1 25 | $-1.6M | — | ||
| Q4 24 | $24.3M | — | ||
| Q3 24 | $39.6M | — | ||
| Q2 24 | $35.5M | — |
自由现金流LITEPLXS
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率LITEPLXS
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度LITEPLXS
| Q1 26 | — | — | ||
| 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% | — |
现金转化率LITEPLXS
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
PLXS
| Asia-Pacific | $612.0M | 57% |
| Americas | $345.0M | 32% |
| Europe, Middle East and Africa | $118.0M | 11% |
