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朗美通（LITE）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是朗美通的1.0倍（$682.8M vs $665.5M），朗美通净利率更高（11.8% vs -4.8%，领先16.5%），朗美通同比增速更快（65.5% vs -0.4%），Rackspace Technology, Inc.自由现金流更多（$56.0M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
LITE vs RXT — 直观对比
营收规模更大
RXT
是对方的1.0倍
$665.5M
营收增速更快
LITE
高出65.9%
-0.4%
净利率更高
LITE
高出16.5%
-4.8%
自由现金流更多
RXT
多$12.9M
$43.1M
两年增速更快
LITE
近两年复合增速
-0.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $682.8M |
| 净利润 | $78.2M | $-32.7M |
| 毛利率 | 36.1% | 17.6% |
| 营业利润率 | 9.7% | -0.5% |
| 净利率 | 11.8% | -4.8% |
| 营收同比 | 65.5% | -0.4% |
| 净利润同比 | 228.4% | 41.6% |
| 每股收益（稀释后） | $0.89 | $-0.13 |
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LITERXT
| Q4 25 | $665.5M | $682.8M | ||
| Q3 25 | $533.8M | $671.2M | ||
| Q2 25 | $480.7M | $666.3M | ||
| Q1 25 | $425.2M | $665.4M | ||
| Q4 24 | $402.2M | $685.6M | ||
| Q3 24 | $336.9M | $675.8M | ||
| Q2 24 | $308.3M | $684.9M | ||
| Q1 24 | $366.5M | $690.8M |
净利润LITERXT
| Q4 25 | $78.2M | $-32.7M | ||
| Q3 25 | $4.2M | $-67.1M | ||
| Q2 25 | $213.3M | $-54.5M | ||
| Q1 25 | $-44.1M | $-71.5M | ||
| Q4 24 | $-60.9M | $-56.0M | ||
| Q3 24 | $-82.4M | $-186.6M | ||
| Q2 24 | $-252.5M | $25.0M | ||
| Q1 24 | $-127.0M | $-640.6M |
毛利率LITERXT
| Q4 25 | 36.1% | 17.6% | ||
| Q3 25 | 34.0% | 19.4% | ||
| Q2 25 | 33.3% | 19.4% | ||
| Q1 25 | 28.8% | 19.1% | ||
| Q4 24 | 24.8% | 19.2% | ||
| Q3 24 | 23.1% | 20.3% | ||
| Q2 24 | 16.6% | 19.2% | ||
| Q1 24 | 16.2% | 19.2% |
营业利润率LITERXT
| Q4 25 | 9.7% | -0.5% | ||
| Q3 25 | 1.3% | -5.1% | ||
| Q2 25 | -1.7% | -3.8% | ||
| Q1 25 | -8.9% | -5.8% | ||
| Q4 24 | -12.8% | -4.2% | ||
| Q3 24 | -24.5% | -25.7% | ||
| Q2 24 | -43.3% | -7.9% | ||
| Q1 24 | -31.3% | -94.5% |
净利率LITERXT
| Q4 25 | 11.8% | -4.8% | ||
| Q3 25 | 0.8% | -10.0% | ||
| Q2 25 | 44.4% | -8.2% | ||
| Q1 25 | -10.4% | -10.7% | ||
| Q4 24 | -15.1% | -8.2% | ||
| Q3 24 | -24.5% | -27.6% | ||
| Q2 24 | -81.9% | 3.7% | ||
| Q1 24 | -34.7% | -92.7% |
每股收益（稀释后）LITERXT
| Q4 25 | $0.89 | $-0.13 | ||
| Q3 25 | $0.05 | $-0.28 | ||
| Q2 25 | $3.10 | $-0.23 | ||
| Q1 25 | $-0.64 | $-0.31 | ||
| Q4 24 | $-0.88 | $-0.20 | ||
| Q3 24 | $-1.21 | $-0.82 | ||
| Q2 24 | $-3.75 | $0.11 | ||
| Q1 24 | $-1.88 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $846.6M | $-1.2B |
| 总资产 | $4.8B | $2.8B |
| 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LITERXT
| Q4 25 | $1.2B | $105.8M | ||
| Q3 25 | $1.1B | $99.5M | ||
| Q2 25 | $877.1M | $103.9M | ||
| Q1 25 | $866.7M | $128.0M | ||
| Q4 24 | $896.7M | $144.0M | ||
| Q3 24 | $916.1M | $157.1M | ||
| Q2 24 | $887.0M | $190.2M | ||
| Q1 24 | $870.9M | $282.6M |
总债务LITERXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益LITERXT
| Q4 25 | $846.6M | $-1.2B | ||
| Q3 25 | $780.8M | $-1.2B | ||
| Q2 25 | $1.1B | $-1.1B | ||
| Q1 25 | $879.5M | $-1.1B | ||
| Q4 24 | $872.3M | $-1.0B | ||
| Q3 24 | $895.9M | $-949.7M | ||
| Q2 24 | $957.3M | $-756.2M | ||
| Q1 24 | $1.2B | $-787.2M |
总资产LITERXT
| Q4 25 | $4.8B | $2.8B | ||
| Q3 25 | $4.6B | $2.8B | ||
| Q2 25 | $4.2B | $2.9B | ||
| Q1 25 | $4.0B | $3.0B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $4.0B | $3.1B | ||
| Q2 24 | $3.9B | $3.4B | ||
| Q1 24 | $4.2B | $3.5B |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $56.0M |
| 自由现金流率自由现金流/营收 | 6.5% | 8.2% |
| 资本支出强度资本支出/营收 | 12.6% | 0.5% |
| 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 | $90.6M |
8季度趋势，按日历期对齐
经营现金流LITERXT
| Q4 25 | $126.7M | $59.7M | ||
| Q3 25 | $57.9M | $70.7M | ||
| Q2 25 | $64.0M | $8.4M | ||
| Q1 25 | $-1.6M | $12.6M | ||
| Q4 24 | $24.3M | $54.3M | ||
| Q3 24 | $39.6M | $51.8M | ||
| Q2 24 | $35.5M | $24.1M | ||
| Q1 24 | $-7.0M | $-90.3M |
自由现金流LITERXT
| Q4 25 | $43.1M | $56.0M | ||
| Q3 25 | $-18.3M | $42.7M | ||
| Q2 25 | $10.1M | $-12.4M | ||
| Q1 25 | $-64.4M | $4.3M | ||
| Q4 24 | $-15.9M | $34.4M | ||
| Q3 24 | $-34.5M | $27.3M | ||
| Q2 24 | $10.9M | $-14.5M | ||
| Q1 24 | $-26.6M | $-118.4M |
自由现金流率LITERXT
| Q4 25 | 6.5% | 8.2% | ||
| Q3 25 | -3.4% | 6.4% | ||
| Q2 25 | 2.1% | -1.9% | ||
| Q1 25 | -15.1% | 0.6% | ||
| Q4 24 | -4.0% | 5.0% | ||
| Q3 24 | -10.2% | 4.0% | ||
| Q2 24 | 3.5% | -2.1% | ||
| Q1 24 | -7.3% | -17.1% |
资本支出强度LITERXT
| Q4 25 | 12.6% | 0.5% | ||
| Q3 25 | 14.3% | 4.2% | ||
| Q2 25 | 11.2% | 3.1% | ||
| Q1 25 | 14.8% | 1.2% | ||
| Q4 24 | 10.0% | 2.9% | ||
| Q3 24 | 22.0% | 3.6% | ||
| Q2 24 | 8.0% | 5.6% | ||
| Q1 24 | 5.3% | 4.1% |
现金转化率LITERXT
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
