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朗美通（LITE）与RLJ Lodging Trust（RLJ）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是RLJ Lodging Trust的2.0倍（$665.5M vs $340.0M），朗美通净利率更高（11.8% vs -1.9%，领先13.6%），朗美通同比增速更快（65.5% vs 3.6%），过去两年朗美通的营收复合增速更高（34.8% vs -4.1%）
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。
RLJ集团是美国企业家罗伯特·路易斯·约翰逊创办的资产管理企业。约翰逊在2001年出售自己一手创立的黑人娱乐电视台后，于马里兰州贝塞斯达成立了这家公司。集团业务覆盖酒店不动产投资、私募股权投资、金融服务、资产管理、保险、汽车经销、文体娱乐以及电子彩票 gaming 等多个领域，总部设于贝塞斯达。
LITE vs RLJ — 直观对比
营收规模更大
LITE
是对方的2.0倍
$340.0M
营收增速更快
LITE
高出61.9%
3.6%
净利率更高
LITE
高出13.6%
-1.9%
两年增速更快
LITE
近两年复合增速
-4.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $340.0M |
| 净利润 | $78.2M | $-6.4M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 8.2% |
| 净利率 | 11.8% | -1.9% |
| 营收同比 | 65.5% | 3.6% |
| 净利润同比 | 228.4% | — |
| 每股收益（稀释后） | $0.89 | — |
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LITERLJ
| Q1 26 | — | $340.0M | ||
| Q4 25 | $665.5M | $328.6M | ||
| Q3 25 | $533.8M | $330.0M | ||
| Q2 25 | $480.7M | $363.1M | ||
| Q1 25 | $425.2M | $328.1M | ||
| Q4 24 | $402.2M | $330.0M | ||
| Q3 24 | $336.9M | $345.7M | ||
| Q2 24 | $308.3M | $369.3M |
净利润LITERLJ
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $78.2M | $430.0K | ||
| Q3 25 | $4.2M | $-3.7M | ||
| Q2 25 | $213.3M | $28.5M | ||
| Q1 25 | $-44.1M | $3.4M | ||
| Q4 24 | $-60.9M | $5.4M | ||
| Q3 24 | $-82.4M | $20.6M | ||
| Q2 24 | $-252.5M | $37.1M |
毛利率LITERLJ
| 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LITERLJ
| Q1 26 | — | 8.2% | ||
| Q4 25 | 9.7% | 0.2% | ||
| Q3 25 | 1.3% | -1.0% | ||
| Q2 25 | -1.7% | 8.0% | ||
| Q1 25 | -8.9% | 1.1% | ||
| Q4 24 | -12.8% | 1.8% | ||
| Q3 24 | -24.5% | 6.1% | ||
| Q2 24 | -43.3% | 10.2% |
净利率LITERLJ
| Q1 26 | — | -1.9% | ||
| Q4 25 | 11.8% | 0.1% | ||
| Q3 25 | 0.8% | -1.1% | ||
| Q2 25 | 44.4% | 7.8% | ||
| Q1 25 | -10.4% | 1.0% | ||
| Q4 24 | -15.1% | 1.6% | ||
| Q3 24 | -24.5% | 6.0% | ||
| Q2 24 | -81.9% | 10.0% |
每股收益（稀释后）LITERLJ
| Q1 26 | — | — | ||
| Q4 25 | $0.89 | $-0.05 | ||
| Q3 25 | $0.05 | $-0.07 | ||
| Q2 25 | $3.10 | $0.15 | ||
| Q1 25 | $-0.64 | $-0.02 | ||
| Q4 24 | $-0.88 | $-0.01 | ||
| Q3 24 | $-1.21 | $0.09 | ||
| Q2 24 | $-3.75 | $0.20 |
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 | $353.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $2.1B |
| 总资产 | $4.8B | $4.7B |
| 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LITERLJ
| Q1 26 | — | $353.1M | ||
| Q4 25 | $1.2B | $410.2M | ||
| Q3 25 | $1.1B | $374.8M | ||
| Q2 25 | $877.1M | $373.9M | ||
| Q1 25 | $866.7M | $347.5M | ||
| Q4 24 | $896.7M | $409.8M | ||
| Q3 24 | $916.1M | $385.4M | ||
| Q2 24 | $887.0M | $371.1M |
总债务LITERLJ
| Q1 26 | — | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B |
股东权益LITERLJ
| Q1 26 | — | $2.1B | ||
| Q4 25 | $846.6M | $2.2B | ||
| Q3 25 | $780.8M | $2.2B | ||
| Q2 25 | $1.1B | $2.2B | ||
| Q1 25 | $879.5M | $2.2B | ||
| Q4 24 | $872.3M | $2.3B | ||
| Q3 24 | $895.9M | $2.3B | ||
| Q2 24 | $957.3M | $2.3B |
总资产LITERLJ
| Q1 26 | — | $4.7B | ||
| Q4 25 | $4.8B | $4.7B | ||
| Q3 25 | $4.6B | $4.8B | ||
| Q2 25 | $4.2B | $4.8B | ||
| Q1 25 | $4.0B | $4.8B | ||
| Q4 24 | $4.0B | $4.9B | ||
| Q3 24 | $4.0B | $4.9B | ||
| Q2 24 | $3.9B | $4.9B |
负债/权益比LITERLJ
| Q1 26 | — | — | ||
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 0.97× | ||
| Q3 24 | — | 0.96× | ||
| Q2 24 | — | 0.95× |
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LITERLJ
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $243.8M | ||
| Q3 25 | $57.9M | $63.3M | ||
| Q2 25 | $64.0M | $101.3M | ||
| Q1 25 | $-1.6M | $16.3M | ||
| Q4 24 | $24.3M | $285.4M | ||
| Q3 24 | $39.6M | $80.1M | ||
| Q2 24 | $35.5M | $113.5M |
自由现金流LITERLJ
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $117.4M | ||
| Q3 25 | $-18.3M | $33.6M | ||
| Q2 25 | $10.1M | $66.1M | ||
| Q1 25 | $-64.4M | $-30.5M | ||
| Q4 24 | $-15.9M | $148.9M | ||
| Q3 24 | $-34.5M | $45.4M | ||
| Q2 24 | $10.9M | $74.9M |
自由现金流率LITERLJ
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 35.7% | ||
| Q3 25 | -3.4% | 10.2% | ||
| Q2 25 | 2.1% | 18.2% | ||
| Q1 25 | -15.1% | -9.3% | ||
| Q4 24 | -4.0% | 45.1% | ||
| Q3 24 | -10.2% | 13.1% | ||
| Q2 24 | 3.5% | 20.3% |
资本支出强度LITERLJ
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 38.5% | ||
| Q3 25 | 14.3% | 9.0% | ||
| Q2 25 | 11.2% | 9.7% | ||
| Q1 25 | 14.8% | 14.3% | ||
| Q4 24 | 10.0% | 41.4% | ||
| Q3 24 | 22.0% | 10.0% | ||
| Q2 24 | 8.0% | 10.4% |
现金转化率LITERLJ
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 566.97× | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | 3.56× | ||
| Q1 25 | — | 4.85× | ||
| Q4 24 | — | 53.09× | ||
| Q3 24 | — | 3.89× | ||
| Q2 24 | — | 3.06× |
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% |
RLJ
| Room revenue | $275.3M | 81% |
| Food and beverage revenue | $39.7M | 12% |
| Other revenue | $25.0M | 7% |
