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朗美通（LITE）与罗致恒富（RHI）财务数据对比。点击上方公司名可切换其他公司
罗致恒富的季度营收约是朗美通的2.0倍（$1.3B vs $665.5M），朗美通同比增速更快（65.5% vs -5.8%），罗致恒富自由现金流更多（$170.8M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs -6.1%）
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。
罗致恒富是1948年成立的国际人力资源咨询机构，总部位于加利福尼亚州门洛帕克和圣拉蒙，是全球规模领先的会计与金融领域人才派遣服务商之一，在全球范围内设有超过345个办公点。
LITE vs RHI — 直观对比
营收规模更大
RHI
是对方的2.0倍
$665.5M
营收增速更快
LITE
高出71.3%
-5.8%
自由现金流更多
RHI
多$127.7M
$43.1M
两年增速更快
LITE
近两年复合增速
-6.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.3B |
| 净利润 | $78.2M | — |
| 毛利率 | 36.1% | 37.6% |
| 营业利润率 | 9.7% | 1.7% |
| 净利率 | 11.8% | — |
| 营收同比 | 65.5% | -5.8% |
| 净利润同比 | 228.4% | — |
| 每股收益（稀释后） | $0.89 | $0.32 |
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LITERHI
| Q4 25 | $665.5M | $1.3B | ||
| Q3 25 | $533.8M | $1.4B | ||
| Q2 25 | $480.7M | $1.4B | ||
| Q1 25 | $425.2M | $1.4B | ||
| Q4 24 | $402.2M | $1.4B | ||
| Q3 24 | $336.9M | $1.5B | ||
| Q2 24 | $308.3M | $1.5B | ||
| Q1 24 | $366.5M | $1.5B |
净利润LITERHI
| Q4 25 | $78.2M | — | ||
| Q3 25 | $4.2M | $42.9M | ||
| Q2 25 | $213.3M | $41.0M | ||
| Q1 25 | $-44.1M | $17.4M | ||
| Q4 24 | $-60.9M | — | ||
| Q3 24 | $-82.4M | $65.5M | ||
| Q2 24 | $-252.5M | $68.2M | ||
| Q1 24 | $-127.0M | $63.7M |
毛利率LITERHI
| Q4 25 | 36.1% | 37.6% | ||
| Q3 25 | 34.0% | 37.2% | ||
| Q2 25 | 33.3% | 37.2% | ||
| Q1 25 | 28.8% | 36.9% | ||
| Q4 24 | 24.8% | 38.8% | ||
| Q3 24 | 23.1% | 39.0% | ||
| Q2 24 | 16.6% | 39.2% | ||
| Q1 24 | 16.2% | 38.1% |
营业利润率LITERHI
| Q4 25 | 9.7% | 1.7% | ||
| Q3 25 | 1.3% | 1.0% | ||
| Q2 25 | -1.7% | 0.1% | ||
| Q1 25 | -8.9% | 2.9% | ||
| Q4 24 | -12.8% | 4.7% | ||
| Q3 24 | -24.5% | 4.1% | ||
| Q2 24 | -43.3% | 5.1% | ||
| Q1 24 | -31.3% | 2.8% |
净利率LITERHI
| Q4 25 | 11.8% | — | ||
| Q3 25 | 0.8% | 3.2% | ||
| Q2 25 | 44.4% | 3.0% | ||
| Q1 25 | -10.4% | 1.3% | ||
| Q4 24 | -15.1% | — | ||
| Q3 24 | -24.5% | 4.5% | ||
| Q2 24 | -81.9% | 4.6% | ||
| Q1 24 | -34.7% | 4.3% |
每股收益（稀释后）LITERHI
| Q4 25 | $0.89 | $0.32 | ||
| Q3 25 | $0.05 | $0.43 | ||
| Q2 25 | $3.10 | $0.41 | ||
| Q1 25 | $-0.64 | $0.17 | ||
| Q4 24 | $-0.88 | $0.53 | ||
| Q3 24 | $-1.21 | $0.64 | ||
| Q2 24 | $-3.75 | $0.66 | ||
| Q1 24 | $-1.88 | $0.61 |
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 | $464.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $1.3B |
| 总资产 | $4.8B | $2.9B |
| 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LITERHI
| Q4 25 | $1.2B | $464.4M | ||
| Q3 25 | $1.1B | $365.3M | ||
| Q2 25 | $877.1M | $380.5M | ||
| Q1 25 | $866.7M | $342.5M | ||
| Q4 24 | $896.7M | $537.6M | ||
| Q3 24 | $916.1M | $570.5M | ||
| Q2 24 | $887.0M | $547.4M | ||
| Q1 24 | $870.9M | $540.9M |
股东权益LITERHI
| Q4 25 | $846.6M | $1.3B | ||
| Q3 25 | $780.8M | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $879.5M | $1.3B | ||
| Q4 24 | $872.3M | $1.4B | ||
| Q3 24 | $895.9M | $1.5B | ||
| Q2 24 | $957.3M | $1.5B | ||
| Q1 24 | $1.2B | $1.5B |
总资产LITERHI
| Q4 25 | $4.8B | $2.9B | ||
| Q3 25 | $4.6B | $2.8B | ||
| Q2 25 | $4.2B | $2.8B | ||
| Q1 25 | $4.0B | $2.7B | ||
| Q4 24 | $4.0B | $2.9B | ||
| Q3 24 | $4.0B | $3.0B | ||
| Q2 24 | $3.9B | $2.9B | ||
| Q1 24 | $4.2B | $2.9B |
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 | $182.5M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $170.8M |
| 自由现金流率自由现金流/营收 | 6.5% | 13.1% |
| 资本支出强度资本支出/营收 | 12.6% | 0.9% |
| 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 | $266.8M |
8季度趋势，按日历期对齐
经营现金流LITERHI
| Q4 25 | $126.7M | $182.5M | ||
| Q3 25 | $57.9M | $77.4M | ||
| Q2 25 | $64.0M | $119.4M | ||
| Q1 25 | $-1.6M | $-59.3M | ||
| Q4 24 | $24.3M | $154.8M | ||
| Q3 24 | $39.6M | $129.6M | ||
| Q2 24 | $35.5M | $142.0M | ||
| Q1 24 | $-7.0M | $-15.9M |
自由现金流LITERHI
| Q4 25 | $43.1M | $170.8M | ||
| Q3 25 | $-18.3M | $63.6M | ||
| Q2 25 | $10.1M | $104.2M | ||
| Q1 25 | $-64.4M | $-71.7M | ||
| Q4 24 | $-15.9M | $140.5M | ||
| Q3 24 | $-34.5M | $111.8M | ||
| Q2 24 | $10.9M | $129.6M | ||
| Q1 24 | $-26.6M | $-27.7M |
自由现金流率LITERHI
| Q4 25 | 6.5% | 13.1% | ||
| Q3 25 | -3.4% | 4.7% | ||
| Q2 25 | 2.1% | 7.6% | ||
| Q1 25 | -15.1% | -5.3% | ||
| Q4 24 | -4.0% | 10.2% | ||
| Q3 24 | -10.2% | 7.6% | ||
| Q2 24 | 3.5% | 8.8% | ||
| Q1 24 | -7.3% | -1.9% |
资本支出强度LITERHI
| Q4 25 | 12.6% | 0.9% | ||
| Q3 25 | 14.3% | 1.0% | ||
| Q2 25 | 11.2% | 1.1% | ||
| Q1 25 | 14.8% | 0.9% | ||
| Q4 24 | 10.0% | 1.0% | ||
| Q3 24 | 22.0% | 1.2% | ||
| Q2 24 | 8.0% | 0.8% | ||
| Q1 24 | 5.3% | 0.8% |
现金转化率LITERHI
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | 1.80× | ||
| Q2 25 | 0.30× | 2.91× | ||
| Q1 25 | — | -3.42× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 2.08× | ||
| Q1 24 | — | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
