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朗美通（LITE）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是朗美通的1.2倍（$828.2M vs $665.5M），Rithm Capital Corp.净利率更高（13.2% vs 11.8%，领先1.5%），Rithm Capital Corp.同比增速更快（508.5% vs 65.5%），过去两年朗美通的营收复合增速更高（34.8% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
LITE vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$665.5M
营收增速更快
RITM
高出443.0%
65.5%
净利率更高
RITM
高出1.5%
11.8%
两年增速更快
LITE
近两年复合增速
-17.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $828.2M |
| 净利润 | $78.2M | $109.5M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 29.9% |
| 净利率 | 11.8% | 13.2% |
| 营收同比 | 65.5% | 508.5% |
| 净利润同比 | 228.4% | 27.7% |
| 每股收益（稀释后） | $0.89 | $0.12 |
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LITERITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $665.5M | $1.5B | ||
| Q3 25 | $533.8M | $1.1B | ||
| Q2 25 | $480.7M | $1.2B | ||
| Q1 25 | $425.2M | $768.4M | ||
| Q4 24 | $402.2M | $2.1B | ||
| Q3 24 | $336.9M | $619.5M | ||
| Q2 24 | $308.3M | $1.2B |
净利润LITERITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $78.2M | $85.0M | ||
| Q3 25 | $4.2M | $221.5M | ||
| Q2 25 | $213.3M | $311.7M | ||
| Q1 25 | $-44.1M | $78.8M | ||
| Q4 24 | $-60.9M | $290.2M | ||
| Q3 24 | $-82.4M | $121.7M | ||
| Q2 24 | $-252.5M | $235.6M |
毛利率LITERITM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率LITERITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 9.7% | 13.8% | ||
| Q3 25 | 1.3% | 21.4% | ||
| Q2 25 | -1.7% | 25.2% | ||
| Q1 25 | -8.9% | 7.4% | ||
| Q4 24 | -12.8% | 23.8% | ||
| Q3 24 | -24.5% | 7.3% | ||
| Q2 24 | -43.3% | 23.6% |
净利率LITERITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 11.8% | 5.7% | ||
| Q3 25 | 0.8% | 20.0% | ||
| Q2 25 | 44.4% | 25.6% | ||
| Q1 25 | -10.4% | 10.3% | ||
| Q4 24 | -15.1% | 14.0% | ||
| Q3 24 | -24.5% | 19.7% | ||
| Q2 24 | -81.9% | 19.2% |
每股收益（稀释后）LITERITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.89 | $0.09 | ||
| Q3 25 | $0.05 | $0.35 | ||
| Q2 25 | $3.10 | $0.53 | ||
| Q1 25 | $-0.64 | $0.07 | ||
| Q4 24 | $-0.88 | $0.50 | ||
| Q3 24 | $-1.21 | $0.20 | ||
| Q2 24 | $-3.75 | $0.43 |
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 | — | — |
| 股东权益账面价值 | $846.6M | $9.1B |
| 总资产 | $4.8B | $53.4B |
| 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LITERITM
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $1.8B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $877.1M | $1.6B | ||
| Q1 25 | $866.7M | $1.5B | ||
| Q4 24 | $896.7M | $1.5B | ||
| Q3 24 | $916.1M | $1.6B | ||
| Q2 24 | $887.0M | $1.2B |
总债务LITERITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益LITERITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $846.6M | $8.4B | ||
| Q3 25 | $780.8M | $8.5B | ||
| Q2 25 | $1.1B | $7.9B | ||
| Q1 25 | $879.5M | $7.8B | ||
| Q4 24 | $872.3M | $7.8B | ||
| Q3 24 | $895.9M | $7.7B | ||
| Q2 24 | $957.3M | $7.3B |
总资产LITERITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.8B | $53.1B | ||
| Q3 25 | $4.6B | $47.2B | ||
| Q2 25 | $4.2B | $44.3B | ||
| Q1 25 | $4.0B | $45.3B | ||
| Q4 24 | $4.0B | $46.0B | ||
| Q3 24 | $4.0B | $42.3B | ||
| Q2 24 | $3.9B | $42.0B |
负债/权益比LITERITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 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× | — |
| 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LITERITM
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $-114.6M | ||
| Q3 25 | $57.9M | $-2.0B | ||
| Q2 25 | $64.0M | $-557.1M | ||
| Q1 25 | $-1.6M | $1.4B | ||
| Q4 24 | $24.3M | $-1.8B | ||
| Q3 24 | $39.6M | $768.1M | ||
| Q2 24 | $35.5M | $-55.7M |
自由现金流LITERITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率LITERITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度LITERITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率LITERITM
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | -1.35× | ||
| Q3 25 | 13.79× | -9.22× | ||
| Q2 25 | 0.30× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
