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朗美通（LITE）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是朗美通的1.2倍（$772.1M vs $665.5M），Revvity净利率更高（12.7% vs 11.8%，领先1.0%），朗美通同比增速更快（65.5% vs 5.9%），Revvity自由现金流更多（$161.8M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
LITE vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.2倍
$665.5M
营收增速更快
LITE
高出59.6%
5.9%
净利率更高
RVTY
高出1.0%
11.8%
自由现金流更多
RVTY
多$118.7M
$43.1M
两年增速更快
LITE
近两年复合增速
9.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $772.1M |
| 净利润 | $78.2M | $98.4M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 14.5% |
| 净利率 | 11.8% | 12.7% |
| 营收同比 | 65.5% | 5.9% |
| 净利润同比 | 228.4% | 3.9% |
| 每股收益（稀释后） | $0.89 | $0.86 |
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LITERVTY
| Q4 25 | $665.5M | $772.1M | ||
| Q3 25 | $533.8M | $698.9M | ||
| Q2 25 | $480.7M | $720.3M | ||
| Q1 25 | $425.2M | $664.8M | ||
| Q4 24 | $402.2M | $729.4M | ||
| Q3 24 | $336.9M | $684.0M | ||
| Q2 24 | $308.3M | $691.7M | ||
| Q1 24 | $366.5M | $649.9M |
净利润LITERVTY
| Q4 25 | $78.2M | $98.4M | ||
| Q3 25 | $4.2M | $46.7M | ||
| Q2 25 | $213.3M | $53.9M | ||
| Q1 25 | $-44.1M | $42.2M | ||
| Q4 24 | $-60.9M | $94.6M | ||
| Q3 24 | $-82.4M | $94.4M | ||
| Q2 24 | $-252.5M | $55.4M | ||
| Q1 24 | $-127.0M | $26.0M |
毛利率LITERVTY
| Q4 25 | 36.1% | — | ||
| Q3 25 | 34.0% | 53.6% | ||
| Q2 25 | 33.3% | 54.5% | ||
| Q1 25 | 28.8% | 56.5% | ||
| Q4 24 | 24.8% | — | ||
| Q3 24 | 23.1% | 56.3% | ||
| Q2 24 | 16.6% | 55.7% | ||
| Q1 24 | 16.2% | 54.6% |
营业利润率LITERVTY
| Q4 25 | 9.7% | 14.5% | ||
| Q3 25 | 1.3% | 11.7% | ||
| Q2 25 | -1.7% | 12.6% | ||
| Q1 25 | -8.9% | 10.9% | ||
| Q4 24 | -12.8% | 16.3% | ||
| Q3 24 | -24.5% | 14.3% | ||
| Q2 24 | -43.3% | 12.4% | ||
| Q1 24 | -31.3% | 6.8% |
净利率LITERVTY
| Q4 25 | 11.8% | 12.7% | ||
| Q3 25 | 0.8% | 6.7% | ||
| Q2 25 | 44.4% | 7.5% | ||
| Q1 25 | -10.4% | 6.4% | ||
| Q4 24 | -15.1% | 13.0% | ||
| Q3 24 | -24.5% | 13.8% | ||
| Q2 24 | -81.9% | 8.0% | ||
| Q1 24 | -34.7% | 4.0% |
每股收益（稀释后）LITERVTY
| Q4 25 | $0.89 | $0.86 | ||
| Q3 25 | $0.05 | $0.40 | ||
| Q2 25 | $3.10 | $0.46 | ||
| Q1 25 | $-0.64 | $0.35 | ||
| Q4 24 | $-0.88 | $0.77 | ||
| Q3 24 | $-1.21 | $0.77 | ||
| Q2 24 | $-3.75 | $0.45 | ||
| Q1 24 | $-1.88 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $7.3B |
| 总资产 | $4.8B | $12.2B |
| 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LITERVTY
| Q4 25 | $1.2B | $919.9M | ||
| Q3 25 | $1.1B | $931.4M | ||
| Q2 25 | $877.1M | $991.8M | ||
| Q1 25 | $866.7M | $1.1B | ||
| Q4 24 | $896.7M | $1.2B | ||
| Q3 24 | $916.1M | $1.2B | ||
| Q2 24 | $887.0M | $2.0B | ||
| Q1 24 | $870.9M | $1.7B |
股东权益LITERVTY
| Q4 25 | $846.6M | $7.3B | ||
| Q3 25 | $780.8M | $7.4B | ||
| Q2 25 | $1.1B | $7.6B | ||
| Q1 25 | $879.5M | $7.6B | ||
| Q4 24 | $872.3M | $7.7B | ||
| Q3 24 | $895.9M | $7.9B | ||
| Q2 24 | $957.3M | $7.9B | ||
| Q1 24 | $1.2B | $7.8B |
总资产LITERVTY
| Q4 25 | $4.8B | $12.2B | ||
| Q3 25 | $4.6B | $12.1B | ||
| Q2 25 | $4.2B | $12.4B | ||
| Q1 25 | $4.0B | $12.4B | ||
| Q4 24 | $4.0B | $12.4B | ||
| Q3 24 | $4.0B | $12.8B | ||
| Q2 24 | $3.9B | $13.4B | ||
| Q1 24 | $4.2B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $161.8M |
| 自由现金流率自由现金流/营收 | 6.5% | 21.0% |
| 资本支出强度资本支出/营收 | 12.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.62× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $509.4M |
8季度趋势，按日历期对齐
经营现金流LITERVTY
| Q4 25 | $126.7M | $182.0M | ||
| Q3 25 | $57.9M | $138.5M | ||
| Q2 25 | $64.0M | $134.3M | ||
| Q1 25 | $-1.6M | $128.2M | ||
| Q4 24 | $24.3M | $174.2M | ||
| Q3 24 | $39.6M | $147.9M | ||
| Q2 24 | $35.5M | $158.6M | ||
| Q1 24 | $-7.0M | $147.6M |
自由现金流LITERVTY
| Q4 25 | $43.1M | $161.8M | ||
| Q3 25 | $-18.3M | $120.0M | ||
| Q2 25 | $10.1M | $115.5M | ||
| Q1 25 | $-64.4M | $112.2M | ||
| Q4 24 | $-15.9M | $149.8M | ||
| Q3 24 | $-34.5M | $125.6M | ||
| Q2 24 | $10.9M | $136.6M | ||
| Q1 24 | $-26.6M | $129.7M |
自由现金流率LITERVTY
| Q4 25 | 6.5% | 21.0% | ||
| Q3 25 | -3.4% | 17.2% | ||
| Q2 25 | 2.1% | 16.0% | ||
| Q1 25 | -15.1% | 16.9% | ||
| Q4 24 | -4.0% | 20.5% | ||
| Q3 24 | -10.2% | 18.4% | ||
| Q2 24 | 3.5% | 19.7% | ||
| Q1 24 | -7.3% | 20.0% |
资本支出强度LITERVTY
| Q4 25 | 12.6% | 2.6% | ||
| Q3 25 | 14.3% | 2.6% | ||
| Q2 25 | 11.2% | 2.6% | ||
| Q1 25 | 14.8% | 2.4% | ||
| Q4 24 | 10.0% | 3.4% | ||
| Q3 24 | 22.0% | 3.3% | ||
| Q2 24 | 8.0% | 3.2% | ||
| Q1 24 | 5.3% | 2.7% |
现金转化率LITERVTY
| Q4 25 | 1.62× | 1.85× | ||
| Q3 25 | 13.79× | 2.97× | ||
| Q2 25 | 0.30× | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 2.87× | ||
| Q1 24 | — | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
