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朗美通（LITE）与奇富科技（QFIN）财务数据对比。点击上方公司名可切换其他公司
奇富科技的季度营收约是朗美通的1.1倍（$731.2M vs $665.5M），奇富科技净利率更高（27.5% vs 11.8%，领先15.8%），过去两年朗美通的营收复合增速更高（34.8% vs 16.4%）
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。
奇富科技（原360数科）是中国头部金融科技企业，主要为持牌金融机构提供智能风控、信贷技术解决方案，服务广大个人消费者及中小微企业，依托大数据、人工智能技术提升金融服务的普惠性与运营效率。
LITE vs QFIN — 直观对比
营收规模更大
QFIN
是对方的1.1倍
$665.5M
净利率更高
QFIN
高出15.8%
11.8%
两年增速更快
LITE
近两年复合增速
16.4%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $731.2M |
| 净利润 | $78.2M | $201.2M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 32.7% |
| 净利率 | 11.8% | 27.5% |
| 营收同比 | 65.5% | — |
| 净利润同比 | 228.4% | — |
| 每股收益（稀释后） | $0.89 | — |
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LITEQFIN
| Q4 25 | $665.5M | — | ||
| Q3 25 | $533.8M | $731.2M | ||
| Q2 25 | $480.7M | $728.1M | ||
| Q1 25 | $425.2M | $646.4M | ||
| Q4 24 | $402.2M | — | ||
| Q3 24 | $336.9M | $622.7M | ||
| Q2 24 | $308.3M | $572.4M | ||
| Q1 24 | $366.5M | $575.2M |
净利润LITEQFIN
| Q4 25 | $78.2M | — | ||
| Q3 25 | $4.2M | $201.2M | ||
| Q2 25 | $213.3M | $241.6M | ||
| Q1 25 | $-44.1M | $247.6M | ||
| Q4 24 | $-60.9M | — | ||
| Q3 24 | $-82.4M | $256.3M | ||
| Q2 24 | $-252.5M | $189.4M | ||
| Q1 24 | $-127.0M | $160.7M |
毛利率LITEQFIN
| 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LITEQFIN
| Q4 25 | 9.7% | — | ||
| Q3 25 | 1.3% | 32.7% | ||
| Q2 25 | -1.7% | 41.0% | ||
| Q1 25 | -8.9% | 42.1% | ||
| Q4 24 | -12.8% | — | ||
| Q3 24 | -24.5% | 52.4% | ||
| Q2 24 | -43.3% | 47.7% | ||
| Q1 24 | -31.3% | 32.8% |
净利率LITEQFIN
| Q4 25 | 11.8% | — | ||
| Q3 25 | 0.8% | 27.5% | ||
| Q2 25 | 44.4% | 33.2% | ||
| Q1 25 | -10.4% | 38.3% | ||
| Q4 24 | -15.1% | — | ||
| Q3 24 | -24.5% | 41.2% | ||
| Q2 24 | -81.9% | 33.1% | ||
| Q1 24 | -34.7% | 27.9% |
每股收益（稀释后）LITEQFIN
| 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 | — | ||
| Q1 24 | $-1.88 | — |
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 | $6.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $24.3B |
| 总资产 | $4.8B | $61.4B |
| 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LITEQFIN
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | $6.5B | ||
| Q2 25 | $877.1M | $5.3B | ||
| Q1 25 | $866.7M | $8.6B | ||
| Q4 24 | $896.7M | — | ||
| Q3 24 | $916.1M | $4.3B | ||
| Q2 24 | $887.0M | $6.3B | ||
| Q1 24 | $870.9M | $5.3B |
股东权益LITEQFIN
| Q4 25 | $846.6M | — | ||
| Q3 25 | $780.8M | $24.3B | ||
| Q2 25 | $1.1B | $24.1B | ||
| Q1 25 | $879.5M | $23.1B | ||
| Q4 24 | $872.3M | — | ||
| Q3 24 | $895.9M | $22.9B | ||
| Q2 24 | $957.3M | $22.6B | ||
| Q1 24 | $1.2B | $22.1B |
总资产LITEQFIN
| Q4 25 | $4.8B | — | ||
| Q3 25 | $4.6B | $61.4B | ||
| Q2 25 | $4.2B | $59.8B | ||
| Q1 25 | $4.0B | $55.6B | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.0B | $47.0B | ||
| Q2 24 | $3.9B | $47.0B | ||
| Q1 24 | $4.2B | $47.4B |
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 | $351.4M |
| 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× | 1.75× |
| 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LITEQFIN
| Q4 25 | $126.7M | — | ||
| Q3 25 | $57.9M | $351.4M | ||
| Q2 25 | $64.0M | $366.0M | ||
| Q1 25 | $-1.6M | $386.6M | ||
| Q4 24 | $24.3M | — | ||
| Q3 24 | $39.6M | $338.0M | ||
| Q2 24 | $35.5M | $269.9M | ||
| Q1 24 | $-7.0M | $271.2M |
自由现金流LITEQFIN
| 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LITEQFIN
| 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LITEQFIN
| 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LITEQFIN
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | 1.75× | ||
| Q2 25 | 0.30× | 1.52× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.43× | ||
| Q1 24 | — | 1.69× |
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% |
QFIN
暂无分部数据
