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朗美通（LITE）与PROG Holdings, Inc.（PRG）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PROG Holdings, Inc.的1.0倍（$665.5M vs $651.6M），朗美通净利率更高（11.8% vs 5.5%，领先6.2%），PROG Holdings, Inc.同比增速更快（457.1% vs 65.5%），过去两年朗美通的营收复合增速更高（34.8% vs 4.9%）
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。
PROG Holdings是一家总部位于美国的金融科技企业，主要面向美国本土市场提供灵活的租购及销售点融资解决方案，核心业务涵盖零售合作伙伴融资、消费信贷与支付服务，帮助消费者无需满足传统信用要求即可购买电子产品、家居用品等商品。
LITE vs PRG — 直观对比
营收规模更大
LITE
是对方的1.0倍
$651.6M
营收增速更快
PRG
高出391.6%
65.5%
净利率更高
LITE
高出6.2%
5.5%
两年增速更快
LITE
近两年复合增速
4.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $651.6M |
| 净利润 | $78.2M | $36.1M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 10.0% |
| 净利率 | 11.8% | 5.5% |
| 营收同比 | 65.5% | 457.1% |
| 净利润同比 | 228.4% | 3.8% |
| 每股收益（稀释后） | $0.89 | $3.68 |
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LITEPRG
| Q1 26 | — | $651.6M | ||
| Q4 25 | $665.5M | $525.4M | ||
| Q3 25 | $533.8M | $595.1M | ||
| Q2 25 | $480.7M | $604.7M | ||
| Q1 25 | $425.2M | $684.1M | ||
| Q4 24 | $402.2M | $558.9M | ||
| Q3 24 | $336.9M | $606.1M | ||
| Q2 24 | $308.3M | $592.2M |
净利润LITEPRG
| Q1 26 | — | $36.1M | ||
| Q4 25 | $78.2M | $40.5M | ||
| Q3 25 | $4.2M | $33.1M | ||
| Q2 25 | $213.3M | $38.5M | ||
| Q1 25 | $-44.1M | $34.7M | ||
| Q4 24 | $-60.9M | $57.5M | ||
| Q3 24 | $-82.4M | $84.0M | ||
| Q2 24 | $-252.5M | $33.8M |
毛利率LITEPRG
| Q1 26 | — | — | ||
| 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LITEPRG
| Q1 26 | — | 10.0% | ||
| Q4 25 | 9.7% | 6.9% | ||
| Q3 25 | 1.3% | 9.0% | ||
| Q2 25 | -1.7% | 10.0% | ||
| Q1 25 | -8.9% | 8.2% | ||
| Q4 24 | -12.8% | 8.9% | ||
| Q3 24 | -24.5% | 8.1% | ||
| Q2 24 | -43.3% | 9.4% |
净利率LITEPRG
| Q1 26 | — | 5.5% | ||
| Q4 25 | 11.8% | 7.7% | ||
| Q3 25 | 0.8% | 5.6% | ||
| Q2 25 | 44.4% | 6.4% | ||
| Q1 25 | -10.4% | 5.1% | ||
| Q4 24 | -15.1% | 10.3% | ||
| Q3 24 | -24.5% | 13.9% | ||
| Q2 24 | -81.9% | 5.7% |
每股收益（稀释后）LITEPRG
| Q1 26 | — | $3.68 | ||
| Q4 25 | $0.89 | $0.99 | ||
| Q3 25 | $0.05 | $0.82 | ||
| Q2 25 | $3.10 | $0.95 | ||
| Q1 25 | $-0.64 | $0.83 | ||
| Q4 24 | $-0.88 | $1.33 | ||
| Q3 24 | $-1.21 | $1.94 | ||
| Q2 24 | $-3.75 | $0.77 |
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 | $69.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $774.4M |
| 总资产 | $4.8B | $2.0B |
| 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LITEPRG
| Q1 26 | — | $69.4M | ||
| Q4 25 | $1.2B | $308.8M | ||
| Q3 25 | $1.1B | $292.6M | ||
| Q2 25 | $877.1M | $222.0M | ||
| Q1 25 | $866.7M | $213.3M | ||
| Q4 24 | $896.7M | $90.9M | ||
| Q3 24 | $916.1M | $221.7M | ||
| Q2 24 | $887.0M | $250.1M |
总债务LITEPRG
| Q1 26 | — | — | ||
| Q4 25 | — | $594.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $643.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LITEPRG
| Q1 26 | — | $774.4M | ||
| Q4 25 | $846.6M | $746.4M | ||
| Q3 25 | $780.8M | $703.6M | ||
| Q2 25 | $1.1B | $668.7M | ||
| Q1 25 | $879.5M | $654.4M | ||
| Q4 24 | $872.3M | $650.3M | ||
| Q3 24 | $895.9M | $630.8M | ||
| Q2 24 | $957.3M | $581.9M |
总资产LITEPRG
| Q1 26 | — | $2.0B | ||
| Q4 25 | $4.8B | $1.6B | ||
| Q3 25 | $4.6B | $1.5B | ||
| Q2 25 | $4.2B | $1.5B | ||
| Q1 25 | $4.0B | $1.5B | ||
| Q4 24 | $4.0B | $1.5B | ||
| Q3 24 | $4.0B | $1.4B | ||
| Q2 24 | $3.9B | $1.5B |
负债/权益比LITEPRG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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LITEPRG
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $-54.9M | ||
| Q3 25 | $57.9M | $110.0M | ||
| Q2 25 | $64.0M | $69.9M | ||
| Q1 25 | $-1.6M | $209.9M | ||
| Q4 24 | $24.3M | $-84.5M | ||
| Q3 24 | $39.6M | $31.9M | ||
| Q2 24 | $35.5M | $55.4M |
自由现金流LITEPRG
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $-57.5M | ||
| Q3 25 | $-18.3M | $106.5M | ||
| Q2 25 | $10.1M | $68.0M | ||
| Q1 25 | $-64.4M | $208.0M | ||
| Q4 24 | $-15.9M | $-86.8M | ||
| Q3 24 | $-34.5M | $29.8M | ||
| Q2 24 | $10.9M | $53.5M |
自由现金流率LITEPRG
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | -10.9% | ||
| Q3 25 | -3.4% | 17.9% | ||
| Q2 25 | 2.1% | 11.2% | ||
| Q1 25 | -15.1% | 30.4% | ||
| Q4 24 | -4.0% | -15.5% | ||
| Q3 24 | -10.2% | 4.9% | ||
| Q2 24 | 3.5% | 9.0% |
资本支出强度LITEPRG
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 0.5% | ||
| Q3 25 | 14.3% | 0.6% | ||
| Q2 25 | 11.2% | 0.3% | ||
| Q1 25 | 14.8% | 0.3% | ||
| Q4 24 | 10.0% | 0.4% | ||
| Q3 24 | 22.0% | 0.3% | ||
| Q2 24 | 8.0% | 0.3% |
现金转化率LITEPRG
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | -1.36× | ||
| Q3 25 | 13.79× | 3.32× | ||
| Q2 25 | 0.30× | 1.82× | ||
| Q1 25 | — | 6.05× | ||
| Q4 24 | — | -1.47× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 1.64× |
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% |
PRG
暂无分部数据
