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朗美通（LITE）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是朗美通的1.9倍（$1.2B vs $665.5M），朗美通净利率更高（11.8% vs -2.2%，领先13.9%），朗美通同比增速更快（65.5% vs -18.3%），ROKU, INC自由现金流更多（$298.4M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 13.6%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
LITE vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.9倍
$665.5M
营收增速更快
LITE
高出83.7%
-18.3%
净利率更高
LITE
高出13.9%
-2.2%
自由现金流更多
ROKU
多$255.3M
$43.1M
两年增速更快
LITE
近两年复合增速
13.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.2B |
| 净利润 | $78.2M | $-27.4M |
| 毛利率 | 36.1% | 35.6% |
| 营业利润率 | 9.7% | 59.7% |
| 净利率 | 11.8% | -2.2% |
| 营收同比 | 65.5% | -18.3% |
| 净利润同比 | 228.4% | -361.0% |
| 每股收益（稀释后） | $0.89 | $0.57 |
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LITEROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | $665.5M | $1.4B | ||
| Q3 25 | $533.8M | $1.2B | ||
| Q2 25 | $480.7M | $1.1B | ||
| Q1 25 | $425.2M | $1.0B | ||
| Q4 24 | $402.2M | $1.2B | ||
| Q3 24 | $336.9M | $1.1B | ||
| Q2 24 | $308.3M | $968.2M |
净利润LITEROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | $78.2M | $80.5M | ||
| Q3 25 | $4.2M | $24.8M | ||
| Q2 25 | $213.3M | $10.5M | ||
| Q1 25 | $-44.1M | $-27.4M | ||
| Q4 24 | $-60.9M | $-35.5M | ||
| Q3 24 | $-82.4M | $-9.0M | ||
| Q2 24 | $-252.5M | $-34.0M |
毛利率LITEROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | 36.1% | 43.5% | ||
| Q3 25 | 34.0% | 43.4% | ||
| Q2 25 | 33.3% | 44.8% | ||
| Q1 25 | 28.8% | 43.6% | ||
| Q4 24 | 24.8% | 42.7% | ||
| Q3 24 | 23.1% | 45.2% | ||
| Q2 24 | 16.6% | 43.9% |
营业利润率LITEROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | 9.7% | 4.7% | ||
| Q3 25 | 1.3% | 0.8% | ||
| Q2 25 | -1.7% | -2.1% | ||
| Q1 25 | -8.9% | -5.7% | ||
| Q4 24 | -12.8% | -3.3% | ||
| Q3 24 | -24.5% | -3.4% | ||
| Q2 24 | -43.3% | -7.4% |
净利率LITEROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | 11.8% | 5.8% | ||
| Q3 25 | 0.8% | 2.0% | ||
| Q2 25 | 44.4% | 0.9% | ||
| Q1 25 | -10.4% | -2.7% | ||
| Q4 24 | -15.1% | -3.0% | ||
| Q3 24 | -24.5% | -0.9% | ||
| Q2 24 | -81.9% | -3.5% |
每股收益（稀释后）LITEROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.89 | $0.55 | ||
| Q3 25 | $0.05 | $0.16 | ||
| Q2 25 | $3.10 | $0.07 | ||
| Q1 25 | $-0.64 | $-0.19 | ||
| Q4 24 | $-0.88 | $-0.24 | ||
| Q3 24 | $-1.21 | $-0.06 | ||
| Q2 24 | $-3.75 | $-0.24 |
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 | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $2.7B |
| 总资产 | $4.8B | $4.4B |
| 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LITEROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $1.2B | $2.3B | ||
| Q3 25 | $1.1B | $2.3B | ||
| Q2 25 | $877.1M | $2.3B | ||
| Q1 25 | $866.7M | $2.3B | ||
| Q4 24 | $896.7M | $2.2B | ||
| Q3 24 | $916.1M | $2.1B | ||
| Q2 24 | $887.0M | $2.1B |
股东权益LITEROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $846.6M | $2.7B | ||
| Q3 25 | $780.8M | $2.6B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $879.5M | $2.5B | ||
| Q4 24 | $872.3M | $2.5B | ||
| Q3 24 | $895.9M | $2.5B | ||
| Q2 24 | $957.3M | $2.4B |
总资产LITEROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | $4.8B | $4.4B | ||
| Q3 25 | $4.6B | $4.4B | ||
| Q2 25 | $4.2B | $4.3B | ||
| Q1 25 | $4.0B | $4.2B | ||
| Q4 24 | $4.0B | $4.3B | ||
| Q3 24 | $4.0B | $4.3B | ||
| Q2 24 | $3.9B | $4.1B |
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 | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $298.4M |
| 自由现金流率自由现金流/营收 | 6.5% | 23.9% |
| 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 | $640.0M |
8季度趋势，按日历期对齐
经营现金流LITEROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $126.7M | $107.7M | ||
| Q3 25 | $57.9M | $127.6M | ||
| Q2 25 | $64.0M | $109.7M | ||
| Q1 25 | $-1.6M | $138.7M | ||
| Q4 24 | $24.3M | $79.3M | ||
| Q3 24 | $39.6M | $68.7M | ||
| Q2 24 | $35.5M | $23.4M |
自由现金流LITEROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $43.1M | $106.6M | ||
| Q3 25 | $-18.3M | $126.5M | ||
| Q2 25 | $10.1M | $108.6M | ||
| Q1 25 | $-64.4M | $136.8M | ||
| Q4 24 | $-15.9M | $76.8M | ||
| Q3 24 | $-34.5M | $67.6M | ||
| Q2 24 | $10.9M | $22.5M |
自由现金流率LITEROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | 6.5% | 7.6% | ||
| Q3 25 | -3.4% | 10.4% | ||
| Q2 25 | 2.1% | 9.8% | ||
| Q1 25 | -15.1% | 13.4% | ||
| Q4 24 | -4.0% | 6.4% | ||
| Q3 24 | -10.2% | 6.4% | ||
| Q2 24 | 3.5% | 2.3% |
资本支出强度LITEROKU
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 0.1% | ||
| Q3 25 | 14.3% | 0.1% | ||
| Q2 25 | 11.2% | 0.1% | ||
| Q1 25 | 14.8% | 0.2% | ||
| Q4 24 | 10.0% | 0.2% | ||
| Q3 24 | 22.0% | 0.1% | ||
| Q2 24 | 8.0% | 0.1% |
现金转化率LITEROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 1.34× | ||
| Q3 25 | 13.79× | 5.14× | ||
| Q2 25 | 0.30× | 10.45× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
