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朗美通（LITE）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.0倍（$665.5M vs $663.0M），Reddit, Inc.净利率更高（30.8% vs 11.8%，领先19.0%），Reddit, Inc.同比增速更快（69.0% vs 65.5%），Reddit, Inc.自由现金流更多（$311.0M vs $43.1M），过去两年Reddit, Inc.的营收复合增速更高（53.6% vs 34.8%）
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
LITE vs RDDT — 直观对比
营收规模更大
LITE
是对方的1.0倍
$663.0M
营收增速更快
RDDT
高出3.5%
65.5%
净利率更高
RDDT
高出19.0%
11.8%
自由现金流更多
RDDT
多$267.9M
$43.1M
两年增速更快
RDDT
近两年复合增速
34.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $663.0M |
| 净利润 | $78.2M | $204.0M |
| 毛利率 | 36.1% | 100.0% |
| 营业利润率 | 9.7% | 0.0% |
| 净利率 | 11.8% | 30.8% |
| 营收同比 | 65.5% | 69.0% |
| 净利润同比 | 228.4% | 680.0% |
| 每股收益（稀释后） | $0.89 | $1.01 |
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LITERDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $665.5M | $725.6M | ||
| Q3 25 | $533.8M | $584.9M | ||
| Q2 25 | $480.7M | $499.6M | ||
| Q1 25 | $425.2M | $392.4M | ||
| Q4 24 | $402.2M | $427.7M | ||
| Q3 24 | $336.9M | $348.4M | ||
| Q2 24 | $308.3M | $281.2M |
净利润LITERDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $78.2M | $251.6M | ||
| Q3 25 | $4.2M | $162.7M | ||
| Q2 25 | $213.3M | $89.3M | ||
| Q1 25 | $-44.1M | $26.2M | ||
| Q4 24 | $-60.9M | $71.0M | ||
| Q3 24 | $-82.4M | $29.9M | ||
| Q2 24 | $-252.5M | $-10.1M |
毛利率LITERDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 36.1% | 91.9% | ||
| Q3 25 | 34.0% | 91.0% | ||
| Q2 25 | 33.3% | 90.8% | ||
| Q1 25 | 28.8% | 90.5% | ||
| Q4 24 | 24.8% | 92.6% | ||
| Q3 24 | 23.1% | 90.1% | ||
| Q2 24 | 16.6% | 89.5% |
营业利润率LITERDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 9.7% | 31.9% | ||
| Q3 25 | 1.3% | 23.7% | ||
| Q2 25 | -1.7% | 13.6% | ||
| Q1 25 | -8.9% | 1.0% | ||
| Q4 24 | -12.8% | 12.4% | ||
| Q3 24 | -24.5% | 2.0% | ||
| Q2 24 | -43.3% | -11.0% |
净利率LITERDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 11.8% | 34.7% | ||
| Q3 25 | 0.8% | 27.8% | ||
| Q2 25 | 44.4% | 17.9% | ||
| Q1 25 | -10.4% | 6.7% | ||
| Q4 24 | -15.1% | 16.6% | ||
| Q3 24 | -24.5% | 8.6% | ||
| Q2 24 | -81.9% | -3.6% |
每股收益（稀释后）LITERDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $0.89 | $1.24 | ||
| Q3 25 | $0.05 | $0.80 | ||
| Q2 25 | $3.10 | $0.45 | ||
| Q1 25 | $-0.64 | $0.13 | ||
| Q4 24 | $-0.88 | $4.76 | ||
| Q3 24 | $-1.21 | $0.16 | ||
| Q2 24 | $-3.75 | $-0.06 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $3.2B |
| 总资产 | $4.8B | $3.5B |
| 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LITERDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $953.6M | ||
| Q3 25 | $1.1B | $911.7M | ||
| Q2 25 | $877.1M | $734.1M | ||
| Q1 25 | $866.7M | $635.7M | ||
| Q4 24 | $896.7M | $562.1M | ||
| Q3 24 | $916.1M | $515.9M | ||
| Q2 24 | $887.0M | $468.0M |
股东权益LITERDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $846.6M | $2.9B | ||
| Q3 25 | $780.8M | $2.6B | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $879.5M | $2.2B | ||
| Q4 24 | $872.3M | $2.1B | ||
| Q3 24 | $895.9M | $2.0B | ||
| Q2 24 | $957.3M | $1.9B |
总资产LITERDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $4.8B | $3.2B | ||
| Q3 25 | $4.6B | $2.9B | ||
| Q2 25 | $4.2B | $2.6B | ||
| Q1 25 | $4.0B | $2.4B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $4.0B | $2.2B | ||
| Q2 24 | $3.9B | $2.1B |
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 | $311.0M |
| 自由现金流率自由现金流/营收 | 6.5% | 46.9% |
| 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 | $868.6M |
8季度趋势，按日历期对齐
经营现金流LITERDDT
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $266.8M | ||
| Q3 25 | $57.9M | $185.2M | ||
| Q2 25 | $64.0M | $111.3M | ||
| Q1 25 | $-1.6M | $127.6M | ||
| Q4 24 | $24.3M | $90.0M | ||
| Q3 24 | $39.6M | $71.6M | ||
| Q2 24 | $35.5M | $28.4M |
自由现金流LITERDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $43.1M | $263.6M | ||
| Q3 25 | $-18.3M | $183.1M | ||
| Q2 25 | $10.1M | $110.8M | ||
| Q1 25 | $-64.4M | $126.6M | ||
| Q4 24 | $-15.9M | $89.2M | ||
| Q3 24 | $-34.5M | $70.3M | ||
| Q2 24 | $10.9M | $27.2M |
自由现金流率LITERDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 6.5% | 36.3% | ||
| Q3 25 | -3.4% | 31.3% | ||
| Q2 25 | 2.1% | 22.2% | ||
| Q1 25 | -15.1% | 32.3% | ||
| Q4 24 | -4.0% | 20.8% | ||
| Q3 24 | -10.2% | 20.2% | ||
| Q2 24 | 3.5% | 9.7% |
资本支出强度LITERDDT
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 0.4% | ||
| Q3 25 | 14.3% | 0.4% | ||
| Q2 25 | 11.2% | 0.1% | ||
| Q1 25 | 14.8% | 0.2% | ||
| Q4 24 | 10.0% | 0.2% | ||
| Q3 24 | 22.0% | 0.4% | ||
| Q2 24 | 8.0% | 0.4% |
现金转化率LITERDDT
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 1.06× | ||
| Q3 25 | 13.79× | 1.14× | ||
| Q2 25 | 0.30× | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 2.40× | ||
| 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% |
RDDT
暂无分部数据
