vs
朗美通(LITE)与RANGE RESOURCES CORP(RRC)财务数据对比。点击上方公司名可切换其他公司
RANGE RESOURCES CORP的季度营收约是朗美通的1.2倍($786.9M vs $665.5M),RANGE RESOURCES CORP净利率更高(22.8% vs 11.8%,领先11.0%),朗美通同比增速更快(65.5% vs 18.0%),过去两年朗美通的营收复合增速更高(34.8% vs 14.6%)
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。
Range Resources Corporation是一家总部位于美国得克萨斯州沃斯堡的天然气勘探开采企业,核心运营区域为马塞勒斯页岩地层,是该地区拥有土地面积最大的运营商,专注于天然气资源的勘探、开发与生产业务,在北美油气开发领域具备深厚的行业积累。
LITE vs RRC — 直观对比
营收规模更大
RRC
是对方的1.2倍
$665.5M
营收增速更快
LITE
高出47.5%
18.0%
净利率更高
RRC
高出11.0%
11.8%
两年增速更快
LITE
近两年复合增速
14.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $665.5M | $786.9M |
| 净利润 | $78.2M | $179.1M |
| 毛利率 | 36.1% | 94.5% |
| 营业利润率 | 9.7% | — |
| 净利率 | 11.8% | 22.8% |
| 营收同比 | 65.5% | 18.0% |
| 净利润同比 | 228.4% | 88.8% |
| 每股收益(稀释后) | $0.89 | $0.75 |
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
LITE
RRC
| Q4 25 | $665.5M | $786.9M | ||
| Q3 25 | $533.8M | $655.3M | ||
| Q2 25 | $480.7M | $699.6M | ||
| Q1 25 | $425.2M | $846.3M | ||
| Q4 24 | $402.2M | $667.0M | ||
| Q3 24 | $336.9M | $567.9M | ||
| Q2 24 | $308.3M | $513.2M | ||
| Q1 24 | $366.5M | $598.8M |
净利润
LITE
RRC
| Q4 25 | $78.2M | $179.1M | ||
| Q3 25 | $4.2M | $144.3M | ||
| Q2 25 | $213.3M | $237.6M | ||
| Q1 25 | $-44.1M | $97.1M | ||
| Q4 24 | $-60.9M | $94.8M | ||
| Q3 24 | $-82.4M | $50.7M | ||
| Q2 24 | $-252.5M | $28.7M | ||
| Q1 24 | $-127.0M | $92.1M |
毛利率
LITE
RRC
| Q4 25 | 36.1% | 94.5% | ||
| Q3 25 | 34.0% | 92.5% | ||
| Q2 25 | 33.3% | 95.0% | ||
| Q1 25 | 28.8% | 93.1% | ||
| Q4 24 | 24.8% | 93.7% | ||
| Q3 24 | 23.1% | 94.3% | ||
| Q2 24 | 16.6% | 93.4% | ||
| Q1 24 | 16.2% | 94.7% |
营业利润率
LITE
RRC
| Q4 25 | 9.7% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -8.9% | — | ||
| Q4 24 | -12.8% | — | ||
| Q3 24 | -24.5% | — | ||
| Q2 24 | -43.3% | — | ||
| Q1 24 | -31.3% | — |
净利率
LITE
RRC
| Q4 25 | 11.8% | 22.8% | ||
| Q3 25 | 0.8% | 22.0% | ||
| Q2 25 | 44.4% | 34.0% | ||
| Q1 25 | -10.4% | 11.5% | ||
| Q4 24 | -15.1% | 14.2% | ||
| Q3 24 | -24.5% | 8.9% | ||
| Q2 24 | -81.9% | 5.6% | ||
| Q1 24 | -34.7% | 15.4% |
每股收益(稀释后)
LITE
RRC
| Q4 25 | $0.89 | $0.75 | ||
| Q3 25 | $0.05 | $0.60 | ||
| Q2 25 | $3.10 | $0.99 | ||
| Q1 25 | $-0.64 | $0.40 | ||
| Q4 24 | $-0.88 | $0.38 | ||
| Q3 24 | $-1.21 | $0.21 | ||
| Q2 24 | $-3.75 | $0.12 | ||
| Q1 24 | $-1.88 | $0.38 |
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 | $204.0K |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $846.6M | $4.3B |
| 总资产 | $4.8B | $7.4B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势,按日历期对齐
现金及短期投资
LITE
RRC
| Q4 25 | $1.2B | $204.0K | ||
| Q3 25 | $1.1B | $175.0K | ||
| Q2 25 | $877.1M | $134.0K | ||
| Q1 25 | $866.7M | $344.6M | ||
| Q4 24 | $896.7M | $304.5M | ||
| Q3 24 | $916.1M | $277.4M | ||
| Q2 24 | $887.0M | $251.1M | ||
| Q1 24 | $870.9M | $343.1M |
总债务
LITE
RRC
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.8B |
股东权益
LITE
RRC
| Q4 25 | $846.6M | $4.3B | ||
| Q3 25 | $780.8M | $4.2B | ||
| Q2 25 | $1.1B | $4.1B | ||
| Q1 25 | $879.5M | $3.9B | ||
| Q4 24 | $872.3M | $3.9B | ||
| Q3 24 | $895.9M | $3.9B | ||
| Q2 24 | $957.3M | $3.9B | ||
| Q1 24 | $1.2B | $3.8B |
总资产
LITE
RRC
| Q4 25 | $4.8B | $7.4B | ||
| Q3 25 | $4.6B | $7.2B | ||
| Q2 25 | $4.2B | $7.1B | ||
| Q1 25 | $4.0B | $7.4B | ||
| Q4 24 | $4.0B | $7.3B | ||
| Q3 24 | $4.0B | $7.2B | ||
| Q2 24 | $3.9B | $7.3B | ||
| Q1 24 | $4.2B | $7.4B |
负债/权益比
LITE
RRC
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.43× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.44× | ||
| Q1 24 | — | 0.46× |
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 | $257.5M |
| 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% | — |
| 现金转化率经营现金流/净利润 | 1.62× | 1.44× |
| 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
LITE
RRC
| Q4 25 | $126.7M | $257.5M | ||
| Q3 25 | $57.9M | $247.5M | ||
| Q2 25 | $64.0M | $336.2M | ||
| Q1 25 | $-1.6M | $330.1M | ||
| Q4 24 | $24.3M | $217.9M | ||
| Q3 24 | $39.6M | $245.9M | ||
| Q2 24 | $35.5M | $148.8M | ||
| Q1 24 | $-7.0M | $331.9M |
自由现金流
LITE
RRC
| 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
LITE
RRC
| 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
LITE
RRC
| 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
LITE
RRC
| Q4 25 | 1.62× | 1.44× | ||
| Q3 25 | 13.79× | 1.72× | ||
| Q2 25 | 0.30× | 1.42× | ||
| Q1 25 | — | 3.40× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 4.85× | ||
| Q2 24 | — | 5.18× | ||
| Q1 24 | — | 3.60× |
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% |
RRC
| Natural Gas Natural Gas Liquids And Oil Sales | $745.5M | 95% |
| Brokered Natural Gas And Marketing | $41.3M | 5% |