vs
朗美通（LITE）与Reynolds Consumer Products Inc.（REYN）财务数据对比。点击上方公司名可切换其他公司
Reynolds Consumer Products Inc.的季度营收约是朗美通的1.6倍（$1.0B vs $665.5M），朗美通净利率更高（11.8% vs 11.4%，领先0.3%），朗美通同比增速更快（65.5% vs 1.2%），Reynolds Consumer Products Inc.自由现金流更多（$200.0M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 11.4%）
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。
雷诺消费品公司旗下的Rival是美国小家电制造商，拥有Bionaire、Crock-Pot、Rival等多个知名品牌。1999年成为Holmes产品集团全资子公司，2005年随Holmes被Jarden收购，后Jarden与纽威尔橡胶美合并，现隶属于纽威尔集团。
LITE vs REYN — 直观对比
营收规模更大
REYN
是对方的1.6倍
$665.5M
营收增速更快
LITE
高出64.3%
1.2%
净利率更高
LITE
高出0.3%
11.4%
自由现金流更多
REYN
多$156.9M
$43.1M
两年增速更快
LITE
近两年复合增速
11.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.0B |
| 净利润 | $78.2M | $118.0M |
| 毛利率 | 36.1% | 25.7% |
| 营业利润率 | 9.7% | 14.8% |
| 净利率 | 11.8% | 11.4% |
| 营收同比 | 65.5% | 1.2% |
| 净利润同比 | 228.4% | -1.7% |
| 每股收益（稀释后） | $0.89 | $0.55 |
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LITEREYN
| Q4 25 | $665.5M | $1.0B | ||
| Q3 25 | $533.8M | $931.0M | ||
| Q2 25 | $480.7M | $938.0M | ||
| Q1 25 | $425.2M | $818.0M | ||
| Q4 24 | $402.2M | $1.0B | ||
| Q3 24 | $336.9M | $910.0M | ||
| Q2 24 | $308.3M | $930.0M | ||
| Q1 24 | $366.5M | $833.0M |
净利润LITEREYN
| Q4 25 | $78.2M | $118.0M | ||
| Q3 25 | $4.2M | $79.0M | ||
| Q2 25 | $213.3M | $73.0M | ||
| Q1 25 | $-44.1M | $31.0M | ||
| Q4 24 | $-60.9M | $120.0M | ||
| Q3 24 | $-82.4M | $86.0M | ||
| Q2 24 | $-252.5M | $97.0M | ||
| Q1 24 | $-127.0M | $49.0M |
毛利率LITEREYN
| Q4 25 | 36.1% | 25.7% | ||
| Q3 25 | 34.0% | 25.0% | ||
| Q2 25 | 33.3% | 24.1% | ||
| Q1 25 | 28.8% | 23.1% | ||
| Q4 24 | 24.8% | 27.6% | ||
| Q3 24 | 23.1% | 26.3% | ||
| Q2 24 | 16.6% | 27.5% | ||
| Q1 24 | 16.2% | 24.1% |
营业利润率LITEREYN
| Q4 25 | 9.7% | 14.8% | ||
| Q3 25 | 1.3% | 11.0% | ||
| Q2 25 | -1.7% | 10.2% | ||
| Q1 25 | -8.9% | 5.1% | ||
| Q4 24 | -12.8% | 15.5% | ||
| Q3 24 | -24.5% | 12.4% | ||
| Q2 24 | -43.3% | 12.4% | ||
| Q1 24 | -31.3% | 7.8% |
净利率LITEREYN
| Q4 25 | 11.8% | 11.4% | ||
| Q3 25 | 0.8% | 8.5% | ||
| Q2 25 | 44.4% | 7.8% | ||
| Q1 25 | -10.4% | 3.8% | ||
| Q4 24 | -15.1% | 11.7% | ||
| Q3 24 | -24.5% | 9.5% | ||
| Q2 24 | -81.9% | 10.4% | ||
| Q1 24 | -34.7% | 5.9% |
每股收益（稀释后）LITEREYN
| Q4 25 | $0.89 | $0.55 | ||
| Q3 25 | $0.05 | $0.38 | ||
| Q2 25 | $3.10 | $0.35 | ||
| Q1 25 | $-0.64 | $0.15 | ||
| Q4 24 | $-0.88 | $0.57 | ||
| Q3 24 | $-1.21 | $0.41 | ||
| Q2 24 | $-3.75 | $0.46 | ||
| Q1 24 | $-1.88 | $0.23 |
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 | $147.0M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $846.6M | $2.3B |
| 总资产 | $4.8B | $4.9B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资LITEREYN
| Q4 25 | $1.2B | $147.0M | ||
| Q3 25 | $1.1B | $53.0M | ||
| Q2 25 | $877.1M | $57.0M | ||
| Q1 25 | $866.7M | $58.0M | ||
| Q4 24 | $896.7M | $137.0M | ||
| Q3 24 | $916.1M | $96.0M | ||
| Q2 24 | $887.0M | $101.0M | ||
| Q1 24 | $870.9M | $135.0M |
总债务LITEREYN
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B |
股东权益LITEREYN
| Q4 25 | $846.6M | $2.3B | ||
| Q3 25 | $780.8M | $2.2B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $879.5M | $2.1B | ||
| Q4 24 | $872.3M | $2.1B | ||
| Q3 24 | $895.9M | $2.1B | ||
| Q2 24 | $957.3M | $2.0B | ||
| Q1 24 | $1.2B | $2.0B |
总资产LITEREYN
| Q4 25 | $4.8B | $4.9B | ||
| Q3 25 | $4.6B | $4.9B | ||
| Q2 25 | $4.2B | $4.9B | ||
| Q1 25 | $4.0B | $4.8B | ||
| Q4 24 | $4.0B | $4.9B | ||
| Q3 24 | $4.0B | $4.8B | ||
| Q2 24 | $3.9B | $4.9B | ||
| Q1 24 | $4.2B | $4.9B |
负债/权益比LITEREYN
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | — | 0.77× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.87× | ||
| Q1 24 | — | 0.92× |
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 | $237.0M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $200.0M |
| 自由现金流率自由现金流/营收 | 6.5% | 19.3% |
| 资本支出强度资本支出/营收 | 12.6% | 3.6% |
| 现金转化率经营现金流/净利润 | 1.62× | 2.01× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $316.0M |
8季度趋势，按日历期对齐
经营现金流LITEREYN
| Q4 25 | $126.7M | $237.0M | ||
| Q3 25 | $57.9M | $93.0M | ||
| Q2 25 | $64.0M | $91.0M | ||
| Q1 25 | $-1.6M | $56.0M | ||
| Q4 24 | $24.3M | $182.0M | ||
| Q3 24 | $39.6M | $124.0M | ||
| Q2 24 | $35.5M | $84.0M | ||
| Q1 24 | $-7.0M | $99.0M |
自由现金流LITEREYN
| Q4 25 | $43.1M | $200.0M | ||
| Q3 25 | $-18.3M | $48.0M | ||
| Q2 25 | $10.1M | $51.0M | ||
| Q1 25 | $-64.4M | $17.0M | ||
| Q4 24 | $-15.9M | $141.0M | ||
| Q3 24 | $-34.5M | $93.0M | ||
| Q2 24 | $10.9M | $65.0M | ||
| Q1 24 | $-26.6M | $70.0M |
自由现金流率LITEREYN
| Q4 25 | 6.5% | 19.3% | ||
| Q3 25 | -3.4% | 5.2% | ||
| Q2 25 | 2.1% | 5.4% | ||
| Q1 25 | -15.1% | 2.1% | ||
| Q4 24 | -4.0% | 13.8% | ||
| Q3 24 | -10.2% | 10.2% | ||
| Q2 24 | 3.5% | 7.0% | ||
| Q1 24 | -7.3% | 8.4% |
资本支出强度LITEREYN
| Q4 25 | 12.6% | 3.6% | ||
| Q3 25 | 14.3% | 4.8% | ||
| Q2 25 | 11.2% | 4.3% | ||
| Q1 25 | 14.8% | 4.8% | ||
| Q4 24 | 10.0% | 4.0% | ||
| Q3 24 | 22.0% | 3.4% | ||
| Q2 24 | 8.0% | 2.0% | ||
| Q1 24 | 5.3% | 3.5% |
现金转化率LITEREYN
| Q4 25 | 1.62× | 2.01× | ||
| Q3 25 | 13.79× | 1.18× | ||
| Q2 25 | 0.30× | 1.25× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.52× | ||
| Q3 24 | — | 1.44× | ||
| Q2 24 | — | 0.87× | ||
| Q1 24 | — | 2.02× |
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% |
REYN
| Reynolds Cooking And Baking | $397.0M | 38% |
| Hefty Waste And Storage | $247.0M | 24% |
| Tableware Products | $229.0M | 22% |
| Presto Products | $164.0M | 16% |
