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朗美通（LITE）与Root, Inc.（ROOT）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Root, Inc.的1.7倍（$665.5M vs $397.0M），朗美通同比增速更快（65.5% vs 21.5%），过去两年朗美通的营收复合增速更高（34.8% vs 24.8%）
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。
Root Inc.旗下的Root保险公司是一家专注于汽车保险的线上保险公司，业务主要运营于美国地区，依托数字化技术为美国车主提供便捷的线上汽车保险服务。
LITE vs ROOT — 直观对比
营收规模更大
LITE
是对方的1.7倍
$397.0M
营收增速更快
LITE
高出43.9%
21.5%
两年增速更快
LITE
近两年复合增速
24.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $397.0M |
| 净利润 | $78.2M | — |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 2.6% |
| 净利率 | 11.8% | — |
| 营收同比 | 65.5% | 21.5% |
| 净利润同比 | 228.4% | — |
| 每股收益（稀释后） | $0.89 | $0.35 |
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LITEROOT
| Q4 25 | $665.5M | $397.0M | ||
| Q3 25 | $533.8M | $387.8M | ||
| Q2 25 | $480.7M | $382.9M | ||
| Q1 25 | $425.2M | $349.4M | ||
| Q4 24 | $402.2M | $326.7M | ||
| Q3 24 | $336.9M | $305.7M | ||
| Q2 24 | $308.3M | $289.2M | ||
| Q1 24 | $366.5M | $254.9M |
净利润LITEROOT
| Q4 25 | $78.2M | — | ||
| Q3 25 | $4.2M | $-5.4M | ||
| Q2 25 | $213.3M | $22.0M | ||
| Q1 25 | $-44.1M | $18.4M | ||
| Q4 24 | $-60.9M | — | ||
| Q3 24 | $-82.4M | $22.8M | ||
| Q2 24 | $-252.5M | $-7.8M | ||
| Q1 24 | $-127.0M | $-6.2M |
毛利率LITEROOT
| 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% | — | ||
| Q1 24 | 16.2% | — |
营业利润率LITEROOT
| Q4 25 | 9.7% | 2.6% | ||
| Q3 25 | 1.3% | 0.1% | ||
| Q2 25 | -1.7% | 7.1% | ||
| Q1 25 | -8.9% | 6.8% | ||
| Q4 24 | -12.8% | 10.7% | ||
| Q3 24 | -24.5% | 11.3% | ||
| Q2 24 | -43.3% | 1.3% | ||
| Q1 24 | -31.3% | 2.1% |
净利率LITEROOT
| Q4 25 | 11.8% | — | ||
| Q3 25 | 0.8% | -1.4% | ||
| Q2 25 | 44.4% | 5.7% | ||
| Q1 25 | -10.4% | 5.3% | ||
| Q4 24 | -15.1% | — | ||
| Q3 24 | -24.5% | 7.5% | ||
| Q2 24 | -81.9% | -2.7% | ||
| Q1 24 | -34.7% | -2.4% |
每股收益（稀释后）LITEROOT
| Q4 25 | $0.89 | $0.35 | ||
| Q3 25 | $0.05 | $-0.35 | ||
| Q2 25 | $3.10 | $1.29 | ||
| Q1 25 | $-0.64 | $1.07 | ||
| Q4 24 | $-0.88 | $1.42 | ||
| Q3 24 | $-1.21 | $1.35 | ||
| Q2 24 | $-3.75 | $-0.52 | ||
| Q1 24 | $-1.88 | $-0.42 |
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 | $669.3M |
| 总债务越低越好 | — | $200.3M |
| 股东权益账面价值 | $846.6M | $284.3M |
| 总资产 | $4.8B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资LITEROOT
| Q4 25 | $1.2B | $669.3M | ||
| Q3 25 | $1.1B | $653.3M | ||
| Q2 25 | $877.1M | $641.4M | ||
| Q1 25 | $866.7M | $609.4M | ||
| Q4 24 | $896.7M | $599.3M | ||
| Q3 24 | $916.1M | $674.8M | ||
| Q2 24 | $887.0M | $667.2M | ||
| Q1 24 | $870.9M | $640.5M |
总债务LITEROOT
| Q4 25 | — | $200.3M | ||
| Q3 25 | — | $200.4M | ||
| Q2 25 | — | $200.1M | ||
| Q1 25 | — | $200.0M | ||
| Q4 24 | — | $200.1M | ||
| Q3 24 | — | $300.9M | ||
| Q2 24 | — | $300.1M | ||
| Q1 24 | — | $299.3M |
股东权益LITEROOT
| Q4 25 | $846.6M | $284.3M | ||
| Q3 25 | $780.8M | $265.0M | ||
| Q2 25 | $1.1B | $244.5M | ||
| Q1 25 | $879.5M | $228.7M | ||
| Q4 24 | $872.3M | $203.7M | ||
| Q3 24 | $895.9M | $181.9M | ||
| Q2 24 | $957.3M | $151.3M | ||
| Q1 24 | $1.2B | $165.7M |
总资产LITEROOT
| Q4 25 | $4.8B | $1.7B | ||
| Q3 25 | $4.6B | $1.6B | ||
| Q2 25 | $4.2B | $1.6B | ||
| Q1 25 | $4.0B | $1.6B | ||
| Q4 24 | $4.0B | $1.5B | ||
| Q3 24 | $4.0B | $1.6B | ||
| Q2 24 | $3.9B | $1.5B | ||
| Q1 24 | $4.2B | $1.4B |
负债/权益比LITEROOT
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.98× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | — | 1.98× | ||
| Q1 24 | — | 1.81× |
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 | $206.5M |
| 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% | 0.0% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LITEROOT
| Q4 25 | $126.7M | $206.5M | ||
| Q3 25 | $57.9M | $57.6M | ||
| Q2 25 | $64.0M | $52.0M | ||
| Q1 25 | $-1.6M | $26.8M | ||
| Q4 24 | $24.3M | $195.7M | ||
| Q3 24 | $39.6M | $49.4M | ||
| Q2 24 | $35.5M | $62.6M | ||
| Q1 24 | $-7.0M | $14.5M |
自由现金流LITEROOT
| Q4 25 | $43.1M | — | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $-64.4M | — | ||
| Q4 24 | $-15.9M | $195.3M | ||
| Q3 24 | $-34.5M | — | ||
| Q2 24 | $10.9M | $62.4M | ||
| Q1 24 | $-26.6M | $14.3M |
自由现金流率LITEROOT
| Q4 25 | 6.5% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -15.1% | — | ||
| Q4 24 | -4.0% | 59.8% | ||
| Q3 24 | -10.2% | — | ||
| Q2 24 | 3.5% | 21.6% | ||
| Q1 24 | -7.3% | 5.6% |
资本支出强度LITEROOT
| Q4 25 | 12.6% | 0.0% | ||
| Q3 25 | 14.3% | 0.0% | ||
| Q2 25 | 11.2% | 0.0% | ||
| Q1 25 | 14.8% | 0.0% | ||
| Q4 24 | 10.0% | 0.1% | ||
| Q3 24 | 22.0% | 0.0% | ||
| Q2 24 | 8.0% | 0.1% | ||
| Q1 24 | 5.3% | 0.1% |
现金转化率LITEROOT
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | 2.36× | ||
| Q1 25 | — | 1.46× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.17× | ||
| 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% |
ROOT
暂无分部数据
