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朗美通（LITE）与RPC INC（RES）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RPC INC的1.6倍（$665.5M vs $425.8M），朗美通净利率更高（11.8% vs -0.7%，领先12.5%），朗美通同比增速更快（65.5% vs 27.0%），朗美通自由现金流更多（$43.1M vs $31.2M），过去两年朗美通的营收复合增速更高（34.8% vs 6.2%）
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。
RPC集团是总部位于英国的企业，曾是欧洲规模最大的塑料包装供应商之一，总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市，2019年被贝瑞全球集团收购，贝瑞全球集团又于2025年被安海斯包装收购。
LITE vs RES — 直观对比
营收规模更大
LITE
是对方的1.6倍
$425.8M
营收增速更快
LITE
高出38.5%
27.0%
净利率更高
LITE
高出12.5%
-0.7%
自由现金流更多
LITE
多$11.9M
$31.2M
两年增速更快
LITE
近两年复合增速
6.2%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $425.8M |
| 净利润 | $78.2M | $-3.1M |
| 毛利率 | 36.1% | 21.0% |
| 营业利润率 | 9.7% | -0.9% |
| 净利率 | 11.8% | -0.7% |
| 营收同比 | 65.5% | 27.0% |
| 净利润同比 | 228.4% | -124.0% |
| 每股收益（稀释后） | $0.89 | $-0.02 |
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LITERES
| Q4 25 | $665.5M | $425.8M | ||
| Q3 25 | $533.8M | $447.1M | ||
| Q2 25 | $480.7M | $420.8M | ||
| Q1 25 | $425.2M | $332.9M | ||
| Q4 24 | $402.2M | $335.4M | ||
| Q3 24 | $336.9M | $337.7M | ||
| Q2 24 | $308.3M | $364.2M | ||
| Q1 24 | $366.5M | $377.8M |
净利润LITERES
| Q4 25 | $78.2M | $-3.1M | ||
| Q3 25 | $4.2M | $13.0M | ||
| Q2 25 | $213.3M | $10.1M | ||
| Q1 25 | $-44.1M | $12.0M | ||
| Q4 24 | $-60.9M | $12.8M | ||
| Q3 24 | $-82.4M | $18.8M | ||
| Q2 24 | $-252.5M | $32.4M | ||
| Q1 24 | $-127.0M | $27.5M |
毛利率LITERES
| Q4 25 | 36.1% | 21.0% | ||
| Q3 25 | 34.0% | 25.1% | ||
| Q2 25 | 33.3% | 24.5% | ||
| Q1 25 | 28.8% | 26.7% | ||
| Q4 24 | 24.8% | 25.4% | ||
| Q3 24 | 23.1% | 26.7% | ||
| Q2 24 | 16.6% | 28.0% | ||
| Q1 24 | 16.2% | 26.8% |
营业利润率LITERES
| Q4 25 | 9.7% | -0.9% | ||
| Q3 25 | 1.3% | 4.7% | ||
| Q2 25 | -1.7% | 3.7% | ||
| Q1 25 | -8.9% | 3.7% | ||
| Q4 24 | -12.8% | 3.1% | ||
| Q3 24 | -24.5% | 5.7% | ||
| Q2 24 | -43.3% | 9.7% | ||
| Q1 24 | -31.3% | 8.6% |
净利率LITERES
| Q4 25 | 11.8% | -0.7% | ||
| Q3 25 | 0.8% | 2.9% | ||
| Q2 25 | 44.4% | 2.4% | ||
| Q1 25 | -10.4% | 3.6% | ||
| Q4 24 | -15.1% | 3.8% | ||
| Q3 24 | -24.5% | 5.6% | ||
| Q2 24 | -81.9% | 8.9% | ||
| Q1 24 | -34.7% | 7.3% |
每股收益（稀释后）LITERES
| Q4 25 | $0.89 | $-0.02 | ||
| Q3 25 | $0.05 | $0.06 | ||
| Q2 25 | $3.10 | $0.05 | ||
| Q1 25 | $-0.64 | $0.06 | ||
| Q4 24 | $-0.88 | $0.06 | ||
| Q3 24 | $-1.21 | $0.09 | ||
| Q2 24 | $-3.75 | $0.15 | ||
| Q1 24 | $-1.88 | $0.13 |
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 | $210.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $1.1B |
| 总资产 | $4.8B | $1.5B |
| 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LITERES
| Q4 25 | $1.2B | $210.0M | ||
| Q3 25 | $1.1B | $163.5M | ||
| Q2 25 | $877.1M | $162.1M | ||
| Q1 25 | $866.7M | $326.7M | ||
| Q4 24 | $896.7M | $326.0M | ||
| Q3 24 | $916.1M | $276.9M | ||
| Q2 24 | $887.0M | $261.5M | ||
| Q1 24 | $870.9M | $212.2M |
股东权益LITERES
| Q4 25 | $846.6M | $1.1B | ||
| Q3 25 | $780.8M | $1.1B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $879.5M | $1.1B | ||
| Q4 24 | $872.3M | $1.1B | ||
| Q3 24 | $895.9M | $1.1B | ||
| Q2 24 | $957.3M | $1.1B | ||
| Q1 24 | $1.2B | $1.0B |
总资产LITERES
| Q4 25 | $4.8B | $1.5B | ||
| Q3 25 | $4.6B | $1.5B | ||
| Q2 25 | $4.2B | $1.5B | ||
| Q1 25 | $4.0B | $1.3B | ||
| Q4 24 | $4.0B | $1.4B | ||
| Q3 24 | $4.0B | $1.3B | ||
| Q2 24 | $3.9B | $1.3B | ||
| Q1 24 | $4.2B | $1.3B |
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 | $61.9M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $31.2M |
| 自由现金流率自由现金流/营收 | 6.5% | 7.3% |
| 资本支出强度资本支出/营收 | 12.6% | 7.2% |
| 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 | $52.9M |
8季度趋势，按日历期对齐
经营现金流LITERES
| Q4 25 | $126.7M | $61.9M | ||
| Q3 25 | $57.9M | $46.5M | ||
| Q2 25 | $64.0M | $53.1M | ||
| Q1 25 | $-1.6M | $39.9M | ||
| Q4 24 | $24.3M | $94.2M | ||
| Q3 24 | $39.6M | $70.7M | ||
| Q2 24 | $35.5M | $127.9M | ||
| Q1 24 | $-7.0M | $56.6M |
自由现金流LITERES
| Q4 25 | $43.1M | $31.2M | ||
| Q3 25 | $-18.3M | $4.1M | ||
| Q2 25 | $10.1M | $10.0M | ||
| Q1 25 | $-64.4M | $7.6M | ||
| Q4 24 | $-15.9M | $53.7M | ||
| Q3 24 | $-34.5M | $19.1M | ||
| Q2 24 | $10.9M | $52.9M | ||
| Q1 24 | $-26.6M | $3.8M |
自由现金流率LITERES
| Q4 25 | 6.5% | 7.3% | ||
| Q3 25 | -3.4% | 0.9% | ||
| Q2 25 | 2.1% | 2.4% | ||
| Q1 25 | -15.1% | 2.3% | ||
| Q4 24 | -4.0% | 16.0% | ||
| Q3 24 | -10.2% | 5.6% | ||
| Q2 24 | 3.5% | 14.5% | ||
| Q1 24 | -7.3% | 1.0% |
资本支出强度LITERES
| Q4 25 | 12.6% | 7.2% | ||
| Q3 25 | 14.3% | 9.5% | ||
| Q2 25 | 11.2% | 10.2% | ||
| Q1 25 | 14.8% | 9.7% | ||
| Q4 24 | 10.0% | 12.1% | ||
| Q3 24 | 22.0% | 15.3% | ||
| Q2 24 | 8.0% | 20.6% | ||
| Q1 24 | 5.3% | 14.0% |
现金转化率LITERES
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | 3.59× | ||
| Q2 25 | 0.30× | 5.23× | ||
| Q1 25 | — | 3.31× | ||
| Q4 24 | — | 7.38× | ||
| Q3 24 | — | 3.76× | ||
| Q2 24 | — | 3.95× | ||
| Q1 24 | — | 2.06× |
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% |
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
