vs
朗美通（LITE）与REV Group, Inc.（REVG）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REV Group, Inc.的1.0倍（$665.5M vs $664.4M），朗美通净利率更高（11.8% vs 4.3%，领先7.4%），朗美通同比增速更快（65.5% vs 11.1%），REV Group, Inc.自由现金流更多（$53.7M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 6.5%）
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。
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
LITE vs REVG — 直观对比
营收规模更大
LITE
是对方的1.0倍
$664.4M
营收增速更快
LITE
高出54.3%
11.1%
净利率更高
LITE
高出7.4%
4.3%
自由现金流更多
REVG
多$10.6M
$43.1M
两年增速更快
LITE
近两年复合增速
6.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $664.4M |
| 净利润 | $78.2M | $28.9M |
| 毛利率 | 36.1% | 15.4% |
| 营业利润率 | 9.7% | 7.1% |
| 净利率 | 11.8% | 4.3% |
| 营收同比 | 65.5% | 11.1% |
| 净利润同比 | 228.4% | -30.7% |
| 每股收益（稀释后） | $0.89 | $0.57 |
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LITEREVG
| Q4 25 | $665.5M | $664.4M | ||
| Q3 25 | $533.8M | $644.9M | ||
| Q2 25 | $480.7M | $629.1M | ||
| Q1 25 | $425.2M | $525.1M | ||
| Q4 24 | $402.2M | $597.9M | ||
| Q3 24 | $336.9M | $579.4M | ||
| Q2 24 | $308.3M | $616.9M | ||
| Q1 24 | $366.5M | $586.0M |
净利润LITEREVG
| Q4 25 | $78.2M | $28.9M | ||
| Q3 25 | $4.2M | $29.1M | ||
| Q2 25 | $213.3M | $19.0M | ||
| Q1 25 | $-44.1M | $18.2M | ||
| Q4 24 | $-60.9M | $41.7M | ||
| Q3 24 | $-82.4M | $18.0M | ||
| Q2 24 | $-252.5M | $15.2M | ||
| Q1 24 | $-127.0M | $182.7M |
毛利率LITEREVG
| Q4 25 | 36.1% | 15.4% | ||
| Q3 25 | 34.0% | 15.8% | ||
| Q2 25 | 33.3% | 15.2% | ||
| Q1 25 | 28.8% | 13.3% | ||
| Q4 24 | 24.8% | 13.2% | ||
| Q3 24 | 23.1% | 13.5% | ||
| Q2 24 | 16.6% | 12.5% | ||
| Q1 24 | 16.2% | 10.7% |
营业利润率LITEREVG
| Q4 25 | 9.7% | 7.1% | ||
| Q3 25 | 1.3% | 8.8% | ||
| Q2 25 | -1.7% | 7.9% | ||
| Q1 25 | -8.9% | 5.3% | ||
| Q4 24 | -12.8% | 5.8% | ||
| Q3 24 | -24.5% | 4.9% | ||
| Q2 24 | -43.3% | 3.7% | ||
| Q1 24 | -31.3% | -1.1% |
净利率LITEREVG
| Q4 25 | 11.8% | 4.3% | ||
| Q3 25 | 0.8% | 4.5% | ||
| Q2 25 | 44.4% | 3.0% | ||
| Q1 25 | -10.4% | 3.5% | ||
| Q4 24 | -15.1% | 7.0% | ||
| Q3 24 | -24.5% | 3.1% | ||
| Q2 24 | -81.9% | 2.5% | ||
| Q1 24 | -34.7% | 31.2% |
每股收益（稀释后）LITEREVG
| Q4 25 | $0.89 | $0.57 | ||
| Q3 25 | $0.05 | $0.59 | ||
| Q2 25 | $3.10 | $0.38 | ||
| Q1 25 | $-0.64 | $0.35 | ||
| Q4 24 | $-0.88 | $1.03 | ||
| Q3 24 | $-1.21 | $0.35 | ||
| Q2 24 | $-3.75 | $0.28 | ||
| Q1 24 | $-1.88 | $3.06 |
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 | $34.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $416.3M |
| 总资产 | $4.8B | $1.2B |
| 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LITEREVG
| Q4 25 | $1.2B | $34.7M | ||
| Q3 25 | $1.1B | $36.0M | ||
| Q2 25 | $877.1M | $28.8M | ||
| Q1 25 | $866.7M | $31.6M | ||
| Q4 24 | $896.7M | $24.6M | ||
| Q3 24 | $916.1M | $50.5M | ||
| Q2 24 | $887.0M | $38.2M | ||
| Q1 24 | $870.9M | $87.9M |
股东权益LITEREVG
| Q4 25 | $846.6M | $416.3M | ||
| Q3 25 | $780.8M | $387.3M | ||
| Q2 25 | $1.1B | $357.8M | ||
| Q1 25 | $879.5M | $428.8M | ||
| Q4 24 | $872.3M | $435.1M | ||
| Q3 24 | $895.9M | $394.6M | ||
| Q2 24 | $957.3M | $379.7M | ||
| Q1 24 | $1.2B | $496.1M |
总资产LITEREVG
| Q4 25 | $4.8B | $1.2B | ||
| Q3 25 | $4.6B | $1.2B | ||
| Q2 25 | $4.2B | $1.2B | ||
| Q1 25 | $4.0B | $1.2B | ||
| Q4 24 | $4.0B | $1.2B | ||
| Q3 24 | $4.0B | $1.3B | ||
| Q2 24 | $3.9B | $1.3B | ||
| Q1 24 | $4.2B | $1.4B |
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 | $76.9M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $53.7M |
| 自由现金流率自由现金流/营收 | 6.5% | 8.1% |
| 资本支出强度资本支出/营收 | 12.6% | 3.5% |
| 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 | $190.0M |
8季度趋势，按日历期对齐
经营现金流LITEREVG
| Q4 25 | $126.7M | $76.9M | ||
| Q3 25 | $57.9M | $60.3M | ||
| Q2 25 | $64.0M | $117.0M | ||
| Q1 25 | $-1.6M | $-13.1M | ||
| Q4 24 | $24.3M | $68.6M | ||
| Q3 24 | $39.6M | $14.4M | ||
| Q2 24 | $35.5M | $40.1M | ||
| Q1 24 | $-7.0M | $-69.7M |
自由现金流LITEREVG
| Q4 25 | $43.1M | $53.7M | ||
| Q3 25 | $-18.3M | $48.7M | ||
| Q2 25 | $10.1M | $105.6M | ||
| Q1 25 | $-64.4M | $-18.0M | ||
| Q4 24 | $-15.9M | $63.3M | ||
| Q3 24 | $-34.5M | $8.5M | ||
| Q2 24 | $10.9M | $34.2M | ||
| Q1 24 | $-26.6M | $-80.2M |
自由现金流率LITEREVG
| Q4 25 | 6.5% | 8.1% | ||
| Q3 25 | -3.4% | 7.6% | ||
| Q2 25 | 2.1% | 16.8% | ||
| Q1 25 | -15.1% | -3.4% | ||
| Q4 24 | -4.0% | 10.6% | ||
| Q3 24 | -10.2% | 1.5% | ||
| Q2 24 | 3.5% | 5.5% | ||
| Q1 24 | -7.3% | -13.7% |
资本支出强度LITEREVG
| Q4 25 | 12.6% | 3.5% | ||
| Q3 25 | 14.3% | 1.8% | ||
| Q2 25 | 11.2% | 1.8% | ||
| Q1 25 | 14.8% | 0.9% | ||
| Q4 24 | 10.0% | 0.9% | ||
| Q3 24 | 22.0% | 1.0% | ||
| Q2 24 | 8.0% | 1.0% | ||
| Q1 24 | 5.3% | 1.8% |
现金转化率LITEREVG
| Q4 25 | 1.62× | 2.66× | ||
| Q3 25 | 13.79× | 2.07× | ||
| Q2 25 | 0.30× | 6.16× | ||
| Q1 25 | — | -0.72× | ||
| Q4 24 | — | 1.65× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | — | 2.64× | ||
| Q1 24 | — | -0.38× |
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% |
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
