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朗美通（LITE）与Regions Financial Corporation（RF）财务数据对比。点击上方公司名可切换其他公司
Regions Financial Corporation的季度营收约是朗美通的1.9倍（$1.3B vs $665.5M），Regions Financial Corporation净利率更高（41.7% vs 11.8%，领先29.9%），朗美通同比增速更快（65.5% vs 4.1%），过去两年朗美通的营收复合增速更高（34.8% vs 4.0%）
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。
Regions Financial Corporation是美国银行控股企业，总部位于阿拉巴马州伯明翰市。公司提供零售及商业银行、信托、股票经纪、抵押贷款等服务，旗下银行业务子公司Regions Bank在美国南部和中西部15个州运营约1300家营业网点和2000台自动柜员机，服务大量当地个人及企业客户。
LITE vs RF — 直观对比
营收规模更大
RF
是对方的1.9倍
$665.5M
营收增速更快
LITE
高出61.3%
4.1%
净利率更高
RF
高出29.9%
11.8%
两年增速更快
LITE
近两年复合增速
4.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.3B |
| 净利润 | $78.2M | $534.0M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 55.3% |
| 净利率 | 11.8% | 41.7% |
| 营收同比 | 65.5% | 4.1% |
| 净利润同比 | 228.4% | 0.0% |
| 每股收益（稀释后） | $0.89 | $0.59 |
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LITERF
| Q4 25 | $665.5M | $1.3B | ||
| Q3 25 | $533.8M | $1.3B | ||
| Q2 25 | $480.7M | $1.3B | ||
| Q1 25 | $425.2M | $1.2B | ||
| Q4 24 | $402.2M | $1.2B | ||
| Q3 24 | $336.9M | $1.2B | ||
| Q2 24 | $308.3M | $1.2B | ||
| Q1 24 | $366.5M | $1.2B |
净利润LITERF
| Q4 25 | $78.2M | $534.0M | ||
| Q3 25 | $4.2M | $569.0M | ||
| Q2 25 | $213.3M | $563.0M | ||
| Q1 25 | $-44.1M | $490.0M | ||
| Q4 24 | $-60.9M | $534.0M | ||
| Q3 24 | $-82.4M | $490.0M | ||
| Q2 24 | $-252.5M | $501.0M | ||
| Q1 24 | $-127.0M | $368.0M |
毛利率LITERF
| 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LITERF
| Q4 25 | 9.7% | 55.3% | ||
| Q3 25 | 1.3% | 56.3% | ||
| Q2 25 | -1.7% | 56.1% | ||
| Q1 25 | -8.9% | 52.0% | ||
| Q4 24 | -12.8% | 53.4% | ||
| Q3 24 | -24.5% | 49.9% | ||
| Q2 24 | -43.3% | 52.7% | ||
| Q1 24 | -31.3% | 39.2% |
净利率LITERF
| Q4 25 | 11.8% | 41.7% | ||
| Q3 25 | 0.8% | 45.3% | ||
| Q2 25 | 44.4% | 44.7% | ||
| Q1 25 | -10.4% | 41.0% | ||
| Q4 24 | -15.1% | 43.4% | ||
| Q3 24 | -24.5% | 40.2% | ||
| Q2 24 | -81.9% | 42.2% | ||
| Q1 24 | -34.7% | 31.1% |
每股收益（稀释后）LITERF
| Q4 25 | $0.89 | $0.59 | ||
| Q3 25 | $0.05 | $0.61 | ||
| Q2 25 | $3.10 | $0.59 | ||
| Q1 25 | $-0.64 | $0.51 | ||
| Q4 24 | $-0.88 | $0.55 | ||
| Q3 24 | $-1.21 | $0.49 | ||
| Q2 24 | $-3.75 | $0.52 | ||
| Q1 24 | $-1.88 | $0.37 |
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 | — |
| 总债务越低越好 | — | $4.1B |
| 股东权益账面价值 | $846.6M | $19.0B |
| 总资产 | $4.8B | $158.8B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资LITERF
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $877.1M | — | ||
| Q1 25 | $866.7M | — | ||
| Q4 24 | $896.7M | — | ||
| Q3 24 | $916.1M | — | ||
| Q2 24 | $887.0M | — | ||
| Q1 24 | $870.9M | — |
总债务LITERF
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | — | $5.1B | ||
| Q1 24 | — | $3.3B |
股东权益LITERF
| Q4 25 | $846.6M | $19.0B | ||
| Q3 25 | $780.8M | $19.0B | ||
| Q2 25 | $1.1B | $18.7B | ||
| Q1 25 | $879.5M | $18.5B | ||
| Q4 24 | $872.3M | $17.9B | ||
| Q3 24 | $895.9M | $18.7B | ||
| Q2 24 | $957.3M | $17.2B | ||
| Q1 24 | $1.2B | $17.0B |
总资产LITERF
| Q4 25 | $4.8B | $158.8B | ||
| Q3 25 | $4.6B | $159.9B | ||
| Q2 25 | $4.2B | $159.2B | ||
| Q1 25 | $4.0B | $159.8B | ||
| Q4 24 | $4.0B | $157.3B | ||
| Q3 24 | $4.0B | $157.4B | ||
| Q2 24 | $3.9B | $154.1B | ||
| Q1 24 | $4.2B | $154.9B |
负债/权益比LITERF
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 0.25× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.32× | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 0.20× |
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 | $-319.0M |
| 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× | -0.60× |
| 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LITERF
| Q4 25 | $126.7M | $-319.0M | ||
| Q3 25 | $57.9M | $861.0M | ||
| Q2 25 | $64.0M | $573.0M | ||
| Q1 25 | $-1.6M | $1.1B | ||
| Q4 24 | $24.3M | $-220.0M | ||
| Q3 24 | $39.6M | $1.3B | ||
| Q2 24 | $35.5M | $161.0M | ||
| Q1 24 | $-7.0M | $396.0M |
自由现金流LITERF
| 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LITERF
| 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LITERF
| 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LITERF
| Q4 25 | 1.62× | -0.60× | ||
| Q3 25 | 13.79× | 1.51× | ||
| Q2 25 | 0.30× | 1.02× | ||
| Q1 25 | — | 2.18× | ||
| Q4 24 | — | -0.41× | ||
| Q3 24 | — | 2.57× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 1.08× |
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% |
RF
| Consumer Bank | $747.0M | 58% |
| Corporate Bank | $487.0M | 38% |
| Wealth Management | $47.0M | 4% |
