vs
朗美通（LITE）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是朗美通的1.4倍（$906.4M vs $665.5M），Rollins, Inc.净利率更高（11.9% vs 11.8%，领先0.1%），朗美通同比增速更快（65.5% vs 10.2%），Rollins, Inc.自由现金流更多（$111.2M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 0.8%）
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。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
LITE vs ROL — 直观对比
营收规模更大
ROL
是对方的1.4倍
$665.5M
营收增速更快
LITE
高出55.3%
10.2%
净利率更高
ROL
高出0.1%
11.8%
自由现金流更多
ROL
多$68.1M
$43.1M
两年增速更快
LITE
近两年复合增速
0.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $906.4M |
| 净利润 | $78.2M | $107.8M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 16.1% |
| 净利率 | 11.8% | 11.9% |
| 营收同比 | 65.5% | 10.2% |
| 净利润同比 | 228.4% | 2.5% |
| 每股收益（稀释后） | $0.89 | $0.22 |
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LITEROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $665.5M | $912.9M | ||
| Q3 25 | $533.8M | $1.0B | ||
| Q2 25 | $480.7M | $999.5M | ||
| Q1 25 | $425.2M | $822.5M | ||
| Q4 24 | $402.2M | $832.2M | ||
| Q3 24 | $336.9M | $916.3M | ||
| Q2 24 | $308.3M | $891.9M |
净利润LITEROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $78.2M | $116.4M | ||
| Q3 25 | $4.2M | $163.5M | ||
| Q2 25 | $213.3M | $141.5M | ||
| Q1 25 | $-44.1M | $105.2M | ||
| Q4 24 | $-60.9M | $105.7M | ||
| Q3 24 | $-82.4M | $136.9M | ||
| Q2 24 | $-252.5M | $129.4M |
毛利率LITEROL
| 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LITEROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 9.7% | 17.5% | ||
| Q3 25 | 1.3% | 21.9% | ||
| Q2 25 | -1.7% | 19.8% | ||
| Q1 25 | -8.9% | 17.3% | ||
| Q4 24 | -12.8% | 18.1% | ||
| Q3 24 | -24.5% | 20.9% | ||
| Q2 24 | -43.3% | 20.4% |
净利率LITEROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 11.8% | 12.8% | ||
| Q3 25 | 0.8% | 15.9% | ||
| Q2 25 | 44.4% | 14.2% | ||
| Q1 25 | -10.4% | 12.8% | ||
| Q4 24 | -15.1% | 12.7% | ||
| Q3 24 | -24.5% | 14.9% | ||
| Q2 24 | -81.9% | 14.5% |
每股收益（稀释后）LITEROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.89 | $0.24 | ||
| Q3 25 | $0.05 | $0.34 | ||
| Q2 25 | $3.10 | $0.29 | ||
| Q1 25 | $-0.64 | $0.22 | ||
| Q4 24 | $-0.88 | $0.22 | ||
| Q3 24 | $-1.21 | $0.28 | ||
| Q2 24 | $-3.75 | $0.27 |
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 | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $846.6M | $1.4B |
| 总资产 | $4.8B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资LITEROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $1.2B | $100.0M | ||
| Q3 25 | $1.1B | $127.4M | ||
| Q2 25 | $877.1M | $123.0M | ||
| Q1 25 | $866.7M | $201.2M | ||
| Q4 24 | $896.7M | $89.6M | ||
| Q3 24 | $916.1M | $95.3M | ||
| Q2 24 | $887.0M | $106.7M |
总债务LITEROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LITEROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $846.6M | $1.4B | ||
| Q3 25 | $780.8M | $1.5B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $879.5M | $1.4B | ||
| Q4 24 | $872.3M | $1.3B | ||
| Q3 24 | $895.9M | $1.3B | ||
| Q2 24 | $957.3M | $1.2B |
总资产LITEROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $4.8B | $3.1B | ||
| Q3 25 | $4.6B | $3.2B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $4.0B | $2.9B | ||
| Q4 24 | $4.0B | $2.8B | ||
| Q3 24 | $4.0B | $2.8B | ||
| Q2 24 | $3.9B | $2.8B |
负债/权益比LITEROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $111.2M |
| 自由现金流率自由现金流/营收 | 6.5% | 12.3% |
| 资本支出强度资本支出/营收 | 12.6% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.62× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $621.1M |
8季度趋势，按日历期对齐
经营现金流LITEROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $126.7M | $164.7M | ||
| Q3 25 | $57.9M | $191.3M | ||
| Q2 25 | $64.0M | $175.1M | ||
| Q1 25 | $-1.6M | $146.9M | ||
| Q4 24 | $24.3M | $188.2M | ||
| Q3 24 | $39.6M | $146.9M | ||
| Q2 24 | $35.5M | $145.1M |
自由现金流LITEROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $43.1M | $159.0M | ||
| Q3 25 | $-18.3M | $182.8M | ||
| Q2 25 | $10.1M | $168.0M | ||
| Q1 25 | $-64.4M | $140.1M | ||
| Q4 24 | $-15.9M | $184.0M | ||
| Q3 24 | $-34.5M | $139.4M | ||
| Q2 24 | $10.9M | $136.4M |
自由现金流率LITEROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 6.5% | 17.4% | ||
| Q3 25 | -3.4% | 17.8% | ||
| Q2 25 | 2.1% | 16.8% | ||
| Q1 25 | -15.1% | 17.0% | ||
| Q4 24 | -4.0% | 22.1% | ||
| Q3 24 | -10.2% | 15.2% | ||
| Q2 24 | 3.5% | 15.3% |
资本支出强度LITEROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 12.6% | 0.6% | ||
| Q3 25 | 14.3% | 0.8% | ||
| Q2 25 | 11.2% | 0.7% | ||
| Q1 25 | 14.8% | 0.8% | ||
| Q4 24 | 10.0% | 0.5% | ||
| Q3 24 | 22.0% | 0.8% | ||
| Q2 24 | 8.0% | 1.0% |
现金转化率LITEROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 1.62× | 1.41× | ||
| Q3 25 | 13.79× | 1.17× | ||
| Q2 25 | 0.30× | 1.24× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.12× |
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% |
ROL
暂无分部数据
