vs
朗美通（LITE）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.1倍（$665.5M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 11.8%，领先22.7%），朗美通同比增速更快（65.5% vs 4.8%），过去两年朗美通的营收复合增速更高（34.8% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
LITE vs RPRX — 直观对比
营收规模更大
LITE
是对方的1.1倍
$622.0M
营收增速更快
LITE
高出60.7%
4.8%
净利率更高
RPRX
高出22.7%
11.8%
两年增速更快
LITE
近两年复合增速
4.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $622.0M |
| 净利润 | $78.2M | $214.2M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 62.4% |
| 净利率 | 11.8% | 34.4% |
| 营收同比 | 65.5% | 4.8% |
| 净利润同比 | 228.4% | 2.9% |
| 每股收益（稀释后） | $0.89 | $0.49 |
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LITERPRX
| Q4 25 | $665.5M | $622.0M | ||
| Q3 25 | $533.8M | $609.3M | ||
| Q2 25 | $480.7M | $578.7M | ||
| Q1 25 | $425.2M | $568.2M | ||
| Q4 24 | $402.2M | $593.6M | ||
| Q3 24 | $336.9M | $564.7M | ||
| Q2 24 | $308.3M | $537.3M | ||
| Q1 24 | $366.5M | $568.0M |
净利润LITERPRX
| Q4 25 | $78.2M | $214.2M | ||
| Q3 25 | $4.2M | $288.2M | ||
| Q2 25 | $213.3M | $30.2M | ||
| Q1 25 | $-44.1M | $238.3M | ||
| Q4 24 | $-60.9M | $208.2M | ||
| Q3 24 | $-82.4M | $544.0M | ||
| Q2 24 | $-252.5M | $102.0M | ||
| Q1 24 | $-127.0M | $4.8M |
毛利率LITERPRX
| 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LITERPRX
| Q4 25 | 9.7% | 62.4% | ||
| Q3 25 | 1.3% | 70.1% | ||
| Q2 25 | -1.7% | 36.3% | ||
| Q1 25 | -8.9% | 94.0% | ||
| Q4 24 | -12.8% | 60.9% | ||
| Q3 24 | -24.5% | — | ||
| Q2 24 | -43.3% | 50.2% | ||
| Q1 24 | -31.3% | -13.0% |
净利率LITERPRX
| Q4 25 | 11.8% | 34.4% | ||
| Q3 25 | 0.8% | 47.3% | ||
| Q2 25 | 44.4% | 5.2% | ||
| Q1 25 | -10.4% | 41.9% | ||
| Q4 24 | -15.1% | 35.1% | ||
| Q3 24 | -24.5% | 96.3% | ||
| Q2 24 | -81.9% | 19.0% | ||
| Q1 24 | -34.7% | 0.8% |
每股收益（稀释后）LITERPRX
| Q4 25 | $0.89 | $0.49 | ||
| Q3 25 | $0.05 | $0.67 | ||
| Q2 25 | $3.10 | $0.07 | ||
| Q1 25 | $-0.64 | $0.55 | ||
| Q4 24 | $-0.88 | $0.46 | ||
| Q3 24 | $-1.21 | $1.21 | ||
| Q2 24 | $-3.75 | $0.23 | ||
| Q1 24 | $-1.88 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $846.6M | $9.7B |
| 总资产 | $4.8B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资LITERPRX
| Q4 25 | $1.2B | $618.7M | ||
| Q3 25 | $1.1B | $938.9M | ||
| Q2 25 | $877.1M | $631.9M | ||
| Q1 25 | $866.7M | $1.1B | ||
| Q4 24 | $896.7M | $929.0M | ||
| Q3 24 | $916.1M | $950.1M | ||
| Q2 24 | $887.0M | $1.8B | ||
| Q1 24 | $870.9M | $843.0M |
总债务LITERPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益LITERPRX
| Q4 25 | $846.6M | $9.7B | ||
| Q3 25 | $780.8M | $9.6B | ||
| Q2 25 | $1.1B | $9.5B | ||
| Q1 25 | $879.5M | $9.8B | ||
| Q4 24 | $872.3M | $10.3B | ||
| Q3 24 | $895.9M | $10.3B | ||
| Q2 24 | $957.3M | $9.8B | ||
| Q1 24 | $1.2B | $9.9B |
总资产LITERPRX
| Q4 25 | $4.8B | $19.6B | ||
| Q3 25 | $4.6B | $19.3B | ||
| Q2 25 | $4.2B | $18.3B | ||
| Q1 25 | $4.0B | $17.6B | ||
| Q4 24 | $4.0B | $18.2B | ||
| Q3 24 | $4.0B | $18.0B | ||
| Q2 24 | $3.9B | $17.7B | ||
| Q1 24 | $4.2B | $16.1B |
负债/权益比LITERPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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LITERPRX
| Q4 25 | $126.7M | $827.1M | ||
| Q3 25 | $57.9M | $702.6M | ||
| Q2 25 | $64.0M | $364.0M | ||
| Q1 25 | $-1.6M | $596.1M | ||
| Q4 24 | $24.3M | $742.5M | ||
| Q3 24 | $39.6M | $703.6M | ||
| Q2 24 | $35.5M | $658.2M | ||
| Q1 24 | $-7.0M | $664.6M |
自由现金流LITERPRX
| Q4 25 | $43.1M | — | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $-64.4M | — | ||
| Q4 24 | $-15.9M | — | ||
| Q3 24 | $-34.5M | — | ||
| Q2 24 | $10.9M | — | ||
| Q1 24 | $-26.6M | — |
自由现金流率LITERPRX
| Q4 25 | 6.5% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -15.1% | — | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -10.2% | — | ||
| Q2 24 | 3.5% | — | ||
| Q1 24 | -7.3% | — |
资本支出强度LITERPRX
| Q4 25 | 12.6% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.3% | — |
现金转化率LITERPRX
| Q4 25 | 1.62× | 3.86× | ||
| Q3 25 | 13.79× | 2.44× | ||
| Q2 25 | 0.30× | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | — | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
