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朗美通（LITE）与先锋自然资源公司（PR）财务数据对比。点击上方公司名可切换其他公司
先锋自然资源公司的季度营收约是朗美通的1.8倍（$1.2B vs $665.5M），先锋自然资源公司净利率更高（29.0% vs 11.8%，领先17.3%），朗美通同比增速更快（65.5% vs -9.8%），过去两年朗美通的营收复合增速更高（34.8% vs -3.0%）
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。
先锋自然资源公司总部位于美国得克萨斯州欧文市，主要从事油气勘探业务，运营覆盖二叠纪盆地Spraberry产区的克莱恩页岩区块，是该区域最大的土地权益持有方，2024年5月被埃克森美孚收购。
LITE vs PR — 直观对比
营收规模更大
PR
是对方的1.8倍
$665.5M
营收增速更快
LITE
高出75.2%
-9.8%
净利率更高
PR
高出17.3%
11.8%
两年增速更快
LITE
近两年复合增速
-3.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.2B |
| 净利润 | $78.2M | $339.5M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 23.1% |
| 净利率 | 11.8% | 29.0% |
| 营收同比 | 65.5% | -9.8% |
| 净利润同比 | 228.4% | 56.7% |
| 每股收益（稀释后） | $0.89 | $0.48 |
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LITEPR
| Q4 25 | $665.5M | $1.2B | ||
| Q3 25 | $533.8M | $1.3B | ||
| Q2 25 | $480.7M | $1.2B | ||
| Q1 25 | $425.2M | $1.4B | ||
| Q4 24 | $402.2M | $1.3B | ||
| Q3 24 | $336.9M | $1.2B | ||
| Q2 24 | $308.3M | $1.2B | ||
| Q1 24 | $366.5M | $1.2B |
净利润LITEPR
| Q4 25 | $78.2M | $339.5M | ||
| Q3 25 | $4.2M | $59.2M | ||
| Q2 25 | $213.3M | $207.1M | ||
| Q1 25 | $-44.1M | $329.3M | ||
| Q4 24 | $-60.9M | $216.7M | ||
| Q3 24 | $-82.4M | $386.4M | ||
| Q2 24 | $-252.5M | $235.1M | ||
| Q1 24 | $-127.0M | $146.6M |
毛利率LITEPR
| 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LITEPR
| Q4 25 | 9.7% | 23.1% | ||
| Q3 25 | 1.3% | 29.6% | ||
| Q2 25 | -1.7% | 24.8% | ||
| Q1 25 | -8.9% | 36.6% | ||
| Q4 24 | -12.8% | 32.8% | ||
| Q3 24 | -24.5% | 32.5% | ||
| Q2 24 | -43.3% | 36.5% | ||
| Q1 24 | -31.3% | 37.7% |
净利率LITEPR
| Q4 25 | 11.8% | 29.0% | ||
| Q3 25 | 0.8% | 4.5% | ||
| Q2 25 | 44.4% | 17.3% | ||
| Q1 25 | -10.4% | 23.9% | ||
| Q4 24 | -15.1% | 16.7% | ||
| Q3 24 | -24.5% | 31.8% | ||
| Q2 24 | -81.9% | 18.9% | ||
| Q1 24 | -34.7% | 11.8% |
每股收益（稀释后）LITEPR
| Q4 25 | $0.89 | $0.48 | ||
| Q3 25 | $0.05 | $0.08 | ||
| Q2 25 | $3.10 | $0.28 | ||
| Q1 25 | $-0.64 | $0.44 | ||
| Q4 24 | $-0.88 | $0.31 | ||
| Q3 24 | $-1.21 | $0.53 | ||
| Q2 24 | $-3.75 | $0.36 | ||
| Q1 24 | $-1.88 | $0.25 |
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 | $153.7M |
| 总债务越低越好 | — | $3.5B |
| 股东权益账面价值 | $846.6M | $10.3B |
| 总资产 | $4.8B | $17.9B |
| 负债/权益比越低杠杆越低 | — | 0.34× |
8季度趋势，按日历期对齐
现金及短期投资LITEPR
| Q4 25 | $1.2B | $153.7M | ||
| Q3 25 | $1.1B | $111.8M | ||
| Q2 25 | $877.1M | $451.0M | ||
| Q1 25 | $866.7M | $702.2M | ||
| Q4 24 | $896.7M | $479.3M | ||
| Q3 24 | $916.1M | $272.0M | ||
| Q2 24 | $887.0M | $47.8M | ||
| Q1 24 | $870.9M | $12.7M |
总债务LITEPR
| Q4 25 | — | $3.5B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $3.9B |
股东权益LITEPR
| Q4 25 | $846.6M | $10.3B | ||
| Q3 25 | $780.8M | $10.0B | ||
| Q2 25 | $1.1B | $9.5B | ||
| Q1 25 | $879.5M | $9.4B | ||
| Q4 24 | $872.3M | $9.1B | ||
| Q3 24 | $895.9M | $9.0B | ||
| Q2 24 | $957.3M | $8.3B | ||
| Q1 24 | $1.2B | $7.0B |
总资产LITEPR
| Q4 25 | $4.8B | $17.9B | ||
| Q3 25 | $4.6B | $17.3B | ||
| Q2 25 | $4.2B | $17.5B | ||
| Q1 25 | $4.0B | $17.1B | ||
| Q4 24 | $4.0B | $16.9B | ||
| Q3 24 | $4.0B | $16.6B | ||
| Q2 24 | $3.9B | $15.4B | ||
| Q1 24 | $4.2B | $15.1B |
负债/权益比LITEPR
| Q4 25 | — | 0.34× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | 0.43× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.46× | ||
| Q1 24 | — | 0.56× |
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 | $904.3M |
| 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× | 2.66× |
| 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LITEPR
| Q4 25 | $126.7M | $904.3M | ||
| Q3 25 | $57.9M | $766.5M | ||
| Q2 25 | $64.0M | $1.0B | ||
| Q1 25 | $-1.6M | $898.0M | ||
| Q4 24 | $24.3M | $871.6M | ||
| Q3 24 | $39.6M | $954.4M | ||
| Q2 24 | $35.5M | $938.4M | ||
| Q1 24 | $-7.0M | $647.6M |
自由现金流LITEPR
| 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LITEPR
| 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LITEPR
| 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LITEPR
| Q4 25 | 1.62× | 2.66× | ||
| Q3 25 | 13.79× | 12.94× | ||
| Q2 25 | 0.30× | 5.01× | ||
| Q1 25 | — | 2.73× | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 2.47× | ||
| Q2 24 | — | 3.99× | ||
| Q1 24 | — | 4.42× |
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% |
PR
| Crude Oil | $1.0B | 87% |
| Natural Gas Liquids Reserves | $145.1M | 12% |
