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朗美通（LITE）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是朗美通的1.9倍（$1.3B vs $665.5M），朗美通净利率更高（11.8% vs -63.1%，领先74.8%），朗美通同比增速更快（65.5% vs -25.8%），朗美通自由现金流更多（$43.1M vs $-1.1B），过去两年朗美通的营收复合增速更高（34.8% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
LITE vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.9倍
$665.5M
营收增速更快
LITE
高出91.3%
-25.8%
净利率更高
LITE
高出74.8%
-63.1%
自由现金流更多
LITE
多$1.2B
$-1.1B
两年增速更快
LITE
近两年复合增速
3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.3B |
| 净利润 | $78.2M | $-811.0M |
| 毛利率 | 36.1% | 9.3% |
| 营业利润率 | 9.7% | -64.8% |
| 净利率 | 11.8% | -63.1% |
| 营收同比 | 65.5% | -25.8% |
| 净利润同比 | 228.4% | -9.0% |
| 每股收益（稀释后） | $0.89 | $-0.66 |
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LITERIVN
| Q4 25 | $665.5M | $1.3B | ||
| Q3 25 | $533.8M | $1.6B | ||
| Q2 25 | $480.7M | $1.3B | ||
| Q1 25 | $425.2M | $1.2B | ||
| Q4 24 | $402.2M | $1.7B | ||
| Q3 24 | $336.9M | $874.0M | ||
| Q2 24 | $308.3M | $1.2B | ||
| Q1 24 | $366.5M | $1.2B |
净利润LITERIVN
| Q4 25 | $78.2M | $-811.0M | ||
| Q3 25 | $4.2M | $-1.2B | ||
| Q2 25 | $213.3M | $-1.1B | ||
| Q1 25 | $-44.1M | $-545.0M | ||
| Q4 24 | $-60.9M | $-744.0M | ||
| Q3 24 | $-82.4M | $-1.1B | ||
| Q2 24 | $-252.5M | $-1.5B | ||
| Q1 24 | $-127.0M | $-1.4B |
毛利率LITERIVN
| Q4 25 | 36.1% | 9.3% | ||
| Q3 25 | 34.0% | 1.5% | ||
| Q2 25 | 33.3% | -15.8% | ||
| Q1 25 | 28.8% | 16.6% | ||
| Q4 24 | 24.8% | 9.8% | ||
| Q3 24 | 23.1% | -44.9% | ||
| Q2 24 | 16.6% | -38.9% | ||
| Q1 24 | 16.2% | -43.8% |
营业利润率LITERIVN
| Q4 25 | 9.7% | -64.8% | ||
| Q3 25 | 1.3% | -63.1% | ||
| Q2 25 | -1.7% | -85.5% | ||
| Q1 25 | -8.9% | -52.8% | ||
| Q4 24 | -12.8% | -38.1% | ||
| Q3 24 | -24.5% | -133.8% | ||
| Q2 24 | -43.3% | -118.7% | ||
| Q1 24 | -31.3% | -123.3% |
净利率LITERIVN
| Q4 25 | 11.8% | -63.1% | ||
| Q3 25 | 0.8% | -75.3% | ||
| Q2 25 | 44.4% | -85.7% | ||
| Q1 25 | -10.4% | -44.0% | ||
| Q4 24 | -15.1% | -42.9% | ||
| Q3 24 | -24.5% | -125.9% | ||
| Q2 24 | -81.9% | -125.8% | ||
| Q1 24 | -34.7% | -120.1% |
每股收益（稀释后）LITERIVN
| Q4 25 | $0.89 | $-0.66 | ||
| Q3 25 | $0.05 | $-0.96 | ||
| Q2 25 | $3.10 | $-0.97 | ||
| Q1 25 | $-0.64 | $-0.48 | ||
| Q4 24 | $-0.88 | $-0.67 | ||
| Q3 24 | $-1.21 | $-1.08 | ||
| Q2 24 | $-3.75 | $-1.46 | ||
| Q1 24 | $-1.88 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $4.6B |
| 总资产 | $4.8B | $14.9B |
| 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LITERIVN
| Q4 25 | $1.2B | $6.1B | ||
| Q3 25 | $1.1B | $7.1B | ||
| Q2 25 | $877.1M | $7.5B | ||
| Q1 25 | $866.7M | $7.2B | ||
| Q4 24 | $896.7M | $7.7B | ||
| Q3 24 | $916.1M | $6.7B | ||
| Q2 24 | $887.0M | $7.9B | ||
| Q1 24 | $870.9M | $7.9B |
总债务LITERIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益LITERIVN
| Q4 25 | $846.6M | $4.6B | ||
| Q3 25 | $780.8M | $5.1B | ||
| Q2 25 | $1.1B | $6.1B | ||
| Q1 25 | $879.5M | $6.2B | ||
| Q4 24 | $872.3M | $6.6B | ||
| Q3 24 | $895.9M | $5.9B | ||
| Q2 24 | $957.3M | $6.8B | ||
| Q1 24 | $1.2B | $8.1B |
总资产LITERIVN
| Q4 25 | $4.8B | $14.9B | ||
| Q3 25 | $4.6B | $15.2B | ||
| Q2 25 | $4.2B | $15.6B | ||
| Q1 25 | $4.0B | $15.5B | ||
| Q4 24 | $4.0B | $15.4B | ||
| Q3 24 | $4.0B | $14.3B | ||
| Q2 24 | $3.9B | $15.4B | ||
| Q1 24 | $4.2B | $15.7B |
负债/权益比LITERIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $-1.1B |
| 自由现金流率自由现金流/营收 | 6.5% | -89.0% |
| 资本支出强度资本支出/营收 | 12.6% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
经营现金流LITERIVN
| Q4 25 | $126.7M | $-681.0M | ||
| Q3 25 | $57.9M | $26.0M | ||
| Q2 25 | $64.0M | $64.0M | ||
| Q1 25 | $-1.6M | $-188.0M | ||
| Q4 24 | $24.3M | $1.2B | ||
| Q3 24 | $39.6M | $-876.0M | ||
| Q2 24 | $35.5M | $-754.0M | ||
| Q1 24 | $-7.0M | $-1.3B |
自由现金流LITERIVN
| Q4 25 | $43.1M | $-1.1B | ||
| Q3 25 | $-18.3M | $-421.0M | ||
| Q2 25 | $10.1M | $-398.0M | ||
| Q1 25 | $-64.4M | $-526.0M | ||
| Q4 24 | $-15.9M | $856.0M | ||
| Q3 24 | $-34.5M | $-1.2B | ||
| Q2 24 | $10.9M | $-1.0B | ||
| Q1 24 | $-26.6M | $-1.5B |
自由现金流率LITERIVN
| Q4 25 | 6.5% | -89.0% | ||
| Q3 25 | -3.4% | -27.0% | ||
| Q2 25 | 2.1% | -30.5% | ||
| Q1 25 | -15.1% | -42.4% | ||
| Q4 24 | -4.0% | 49.4% | ||
| Q3 24 | -10.2% | -131.9% | ||
| Q2 24 | 3.5% | -89.6% | ||
| Q1 24 | -7.3% | -126.5% |
资本支出强度LITERIVN
| Q4 25 | 12.6% | 36.0% | ||
| Q3 25 | 14.3% | 28.7% | ||
| Q2 25 | 11.2% | 35.5% | ||
| Q1 25 | 14.8% | 27.3% | ||
| Q4 24 | 10.0% | 18.9% | ||
| Q3 24 | 22.0% | 31.7% | ||
| Q2 24 | 8.0% | 24.4% | ||
| Q1 24 | 5.3% | 21.1% |
现金转化率LITERIVN
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
