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朗美通（LITE）与SAIA INC（SAIA）财务数据对比。点击上方公司名可切换其他公司
SAIA INC的季度营收约是朗美通的1.2倍（$790.0M vs $665.5M），朗美通净利率更高（11.8% vs 6.0%，领先5.7%），朗美通同比增速更快（65.5% vs 0.1%），朗美通自由现金流更多（$43.1M vs $37.5M），过去两年朗美通的营收复合增速更高（34.8% vs 2.3%）
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。
Saia是美国知名零担货运企业，1924年创立于路易斯安那州霍马。成立最初五十年仅在路易斯安那州和得克萨斯州运营，1980年后逐步向美国南部多州扩张，后续通过同业并购将服务覆盖至36个州，目前位列美国零担承运商前十，年营收超18亿美元。
LITE vs SAIA — 直观对比
营收规模更大
SAIA
是对方的1.2倍
$665.5M
营收增速更快
LITE
高出65.3%
0.1%
净利率更高
LITE
高出5.7%
6.0%
自由现金流更多
LITE
多$5.6M
$37.5M
两年增速更快
LITE
近两年复合增速
2.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $790.0M |
| 净利润 | $78.2M | $47.5M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 8.1% |
| 净利率 | 11.8% | 6.0% |
| 营收同比 | 65.5% | 0.1% |
| 净利润同比 | 228.4% | -37.6% |
| 每股收益（稀释后） | $0.89 | $1.77 |
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LITESAIA
| Q4 25 | $665.5M | $790.0M | ||
| Q3 25 | $533.8M | $839.6M | ||
| Q2 25 | $480.7M | $817.1M | ||
| Q1 25 | $425.2M | $787.6M | ||
| Q4 24 | $402.2M | $789.0M | ||
| Q3 24 | $336.9M | $842.1M | ||
| Q2 24 | $308.3M | $823.2M | ||
| Q1 24 | $366.5M | $754.8M |
净利润LITESAIA
| Q4 25 | $78.2M | $47.5M | ||
| Q3 25 | $4.2M | $86.3M | ||
| Q2 25 | $213.3M | $71.4M | ||
| Q1 25 | $-44.1M | $49.8M | ||
| Q4 24 | $-60.9M | $76.1M | ||
| Q3 24 | $-82.4M | $92.7M | ||
| Q2 24 | $-252.5M | $102.5M | ||
| Q1 24 | $-127.0M | $90.7M |
毛利率LITESAIA
| 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LITESAIA
| Q4 25 | 9.7% | 8.1% | ||
| Q3 25 | 1.3% | 14.1% | ||
| Q2 25 | -1.7% | 12.2% | ||
| Q1 25 | -8.9% | 8.9% | ||
| Q4 24 | -12.8% | 12.9% | ||
| Q3 24 | -24.5% | 14.9% | ||
| Q2 24 | -43.3% | 16.7% | ||
| Q1 24 | -31.3% | 15.6% |
净利率LITESAIA
| Q4 25 | 11.8% | 6.0% | ||
| Q3 25 | 0.8% | 10.3% | ||
| Q2 25 | 44.4% | 8.7% | ||
| Q1 25 | -10.4% | 6.3% | ||
| Q4 24 | -15.1% | 9.6% | ||
| Q3 24 | -24.5% | 11.0% | ||
| Q2 24 | -81.9% | 12.5% | ||
| Q1 24 | -34.7% | 12.0% |
每股收益（稀释后）LITESAIA
| Q4 25 | $0.89 | $1.77 | ||
| Q3 25 | $0.05 | $3.22 | ||
| Q2 25 | $3.10 | $2.67 | ||
| Q1 25 | $-0.64 | $1.86 | ||
| Q4 24 | $-0.88 | $2.84 | ||
| Q3 24 | $-1.21 | $3.46 | ||
| Q2 24 | $-3.75 | $3.83 | ||
| Q1 24 | $-1.88 | $3.38 |
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 | $19.7M |
| 总债务越低越好 | — | $163.0M |
| 股东权益账面价值 | $846.6M | $2.6B |
| 总资产 | $4.8B | $3.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资LITESAIA
| Q4 25 | $1.2B | $19.7M | ||
| Q3 25 | $1.1B | $35.5M | ||
| Q2 25 | $877.1M | $18.8M | ||
| Q1 25 | $866.7M | $16.5M | ||
| Q4 24 | $896.7M | $19.5M | ||
| Q3 24 | $916.1M | $14.4M | ||
| Q2 24 | $887.0M | $11.2M | ||
| Q1 24 | $870.9M | $12.3M |
总债务LITESAIA
| Q4 25 | — | $163.0M | ||
| Q3 25 | — | $218.0M | ||
| Q2 25 | — | $307.1M | ||
| Q1 25 | — | $291.8M | ||
| Q4 24 | — | $195.0M | ||
| Q3 24 | — | $184.2M | ||
| Q2 24 | — | $169.1M | ||
| Q1 24 | — | $76.6M |
股东权益LITESAIA
| Q4 25 | $846.6M | $2.6B | ||
| Q3 25 | $780.8M | $2.5B | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $879.5M | $2.4B | ||
| Q4 24 | $872.3M | $2.3B | ||
| Q3 24 | $895.9M | $2.2B | ||
| Q2 24 | $957.3M | $2.1B | ||
| Q1 24 | $1.2B | $2.0B |
总资产LITESAIA
| Q4 25 | $4.8B | $3.5B | ||
| Q3 25 | $4.6B | $3.5B | ||
| Q2 25 | $4.2B | $3.5B | ||
| Q1 25 | $4.0B | $3.4B | ||
| Q4 24 | $4.0B | $3.2B | ||
| Q3 24 | $4.0B | $3.1B | ||
| Q2 24 | $3.9B | $3.0B | ||
| Q1 24 | $4.2B | $2.8B |
负债/权益比LITESAIA
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | 0.08× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.04× |
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 | $137.3M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $37.5M |
| 自由现金流率自由现金流/营收 | 6.5% | 4.7% |
| 资本支出强度资本支出/营收 | 12.6% | 12.6% |
| 现金转化率经营现金流/净利润 | 1.62× | 2.89× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $27.3M |
8季度趋势，按日历期对齐
经营现金流LITESAIA
| Q4 25 | $126.7M | $137.3M | ||
| Q3 25 | $57.9M | $177.8M | ||
| Q2 25 | $64.0M | $170.7M | ||
| Q1 25 | $-1.6M | $109.1M | ||
| Q4 24 | $24.3M | $164.7M | ||
| Q3 24 | $39.6M | $181.7M | ||
| Q2 24 | $35.5M | $130.8M | ||
| Q1 24 | $-7.0M | $106.5M |
自由现金流LITESAIA
| Q4 25 | $43.1M | $37.5M | ||
| Q3 25 | $-18.3M | $87.6M | ||
| Q2 25 | $10.1M | $-3.9M | ||
| Q1 25 | $-64.4M | $-93.8M | ||
| Q4 24 | $-15.9M | $-3.5M | ||
| Q3 24 | $-34.5M | $-11.7M | ||
| Q2 24 | $10.9M | $-94.0M | ||
| Q1 24 | $-26.6M | $-350.7M |
自由现金流率LITESAIA
| Q4 25 | 6.5% | 4.7% | ||
| Q3 25 | -3.4% | 10.4% | ||
| Q2 25 | 2.1% | -0.5% | ||
| Q1 25 | -15.1% | -11.9% | ||
| Q4 24 | -4.0% | -0.4% | ||
| Q3 24 | -10.2% | -1.4% | ||
| Q2 24 | 3.5% | -11.4% | ||
| Q1 24 | -7.3% | -46.5% |
资本支出强度LITESAIA
| Q4 25 | 12.6% | 12.6% | ||
| Q3 25 | 14.3% | 10.8% | ||
| Q2 25 | 11.2% | 21.4% | ||
| Q1 25 | 14.8% | 25.8% | ||
| Q4 24 | 10.0% | 21.3% | ||
| Q3 24 | 22.0% | 23.0% | ||
| Q2 24 | 8.0% | 27.3% | ||
| Q1 24 | 5.3% | 60.6% |
现金转化率LITESAIA
| Q4 25 | 1.62× | 2.89× | ||
| Q3 25 | 13.79× | 2.06× | ||
| Q2 25 | 0.30× | 2.39× | ||
| Q1 25 | — | 2.19× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 1.96× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.17× |
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% |
SAIA
暂无分部数据
