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朗美通（LITE）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是朗美通的1.7倍（$1.1B vs $665.5M），STIFEL FINANCIAL CORP净利率更高（23.5% vs 11.8%，领先11.7%），朗美通同比增速更快（65.5% vs 23.0%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 21.1%）
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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
LITE vs SF — 直观对比
营收规模更大
SF
是对方的1.7倍
$665.5M
营收增速更快
LITE
高出42.4%
23.0%
净利率更高
SF
高出11.7%
11.8%
自由现金流更多
SF
多$325.9M
$43.1M
两年增速更快
LITE
近两年复合增速
21.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.1B |
| 净利润 | $78.2M | $264.4M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 27.3% |
| 净利率 | 11.8% | 23.5% |
| 营收同比 | 65.5% | 23.0% |
| 净利润同比 | 228.4% | 8.3% |
| 每股收益（稀释后） | $0.89 | $2.30 |
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LITESF
| Q4 25 | $665.5M | $1.1B | ||
| Q3 25 | $533.8M | $962.6M | ||
| Q2 25 | $480.7M | $838.9M | ||
| Q1 25 | $425.2M | $842.5M | ||
| Q4 24 | $402.2M | $916.0M | ||
| Q3 24 | $336.9M | $810.9M | ||
| Q2 24 | $308.3M | $798.9M | ||
| Q1 24 | $366.5M | $768.1M |
净利润LITESF
| Q4 25 | $78.2M | $264.4M | ||
| Q3 25 | $4.2M | $211.4M | ||
| Q2 25 | $213.3M | $155.1M | ||
| Q1 25 | $-44.1M | $53.0M | ||
| Q4 24 | $-60.9M | $244.0M | ||
| Q3 24 | $-82.4M | $158.5M | ||
| Q2 24 | $-252.5M | $165.3M | ||
| Q1 24 | $-127.0M | $163.6M |
毛利率LITESF
| 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LITESF
| Q4 25 | 9.7% | 27.3% | ||
| Q3 25 | 1.3% | 29.7% | ||
| Q2 25 | -1.7% | 25.5% | ||
| Q1 25 | -8.9% | 7.5% | ||
| Q4 24 | -12.8% | 29.1% | ||
| Q3 24 | -24.5% | 26.7% | ||
| Q2 24 | -43.3% | 28.4% | ||
| Q1 24 | -31.3% | 28.5% |
净利率LITESF
| Q4 25 | 11.8% | 23.5% | ||
| Q3 25 | 0.8% | 22.0% | ||
| Q2 25 | 44.4% | 18.5% | ||
| Q1 25 | -10.4% | 6.3% | ||
| Q4 24 | -15.1% | 26.6% | ||
| Q3 24 | -24.5% | 19.5% | ||
| Q2 24 | -81.9% | 20.7% | ||
| Q1 24 | -34.7% | 21.3% |
每股收益（稀释后）LITESF
| Q4 25 | $0.89 | $2.30 | ||
| Q3 25 | $0.05 | $1.84 | ||
| Q2 25 | $3.10 | $1.34 | ||
| Q1 25 | $-0.64 | $0.39 | ||
| Q4 24 | $-0.88 | $2.10 | ||
| Q3 24 | $-1.21 | $1.34 | ||
| Q2 24 | $-3.75 | $1.41 | ||
| Q1 24 | $-1.88 | $1.40 |
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 | $2.3B |
| 总债务越低越好 | — | $617.4M |
| 股东权益账面价值 | $846.6M | $6.0B |
| 总资产 | $4.8B | $41.3B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资LITESF
| Q4 25 | $1.2B | $2.3B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $877.1M | $1.9B | ||
| Q1 25 | $866.7M | $2.7B | ||
| Q4 24 | $896.7M | $2.6B | ||
| Q3 24 | $916.1M | $1.9B | ||
| Q2 24 | $887.0M | $2.6B | ||
| Q1 24 | $870.9M | $3.4B |
总债务LITESF
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
股东权益LITESF
| Q4 25 | $846.6M | $6.0B | ||
| Q3 25 | $780.8M | $5.8B | ||
| Q2 25 | $1.1B | $5.6B | ||
| Q1 25 | $879.5M | $5.5B | ||
| Q4 24 | $872.3M | $5.7B | ||
| Q3 24 | $895.9M | $5.6B | ||
| Q2 24 | $957.3M | $5.4B | ||
| Q1 24 | $1.2B | $5.3B |
总资产LITESF
| Q4 25 | $4.8B | $41.3B | ||
| Q3 25 | $4.6B | $41.7B | ||
| Q2 25 | $4.2B | $39.9B | ||
| Q1 25 | $4.0B | $40.4B | ||
| Q4 24 | $4.0B | $39.9B | ||
| Q3 24 | $4.0B | $38.9B | ||
| Q2 24 | $3.9B | $37.8B | ||
| Q1 24 | $4.2B | $38.3B |
负债/权益比LITESF
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $369.0M |
| 自由现金流率自由现金流/营收 | 6.5% | 32.7% |
| 资本支出强度资本支出/营收 | 12.6% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.62× | 1.45× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $1.1B |
8季度趋势，按日历期对齐
经营现金流LITESF
| Q4 25 | $126.7M | $382.4M | ||
| Q3 25 | $57.9M | $338.3M | ||
| Q2 25 | $64.0M | $607.5M | ||
| Q1 25 | $-1.6M | $-211.2M | ||
| Q4 24 | $24.3M | $694.6M | ||
| Q3 24 | $39.6M | $198.3M | ||
| Q2 24 | $35.5M | $207.2M | ||
| Q1 24 | $-7.0M | $-609.7M |
自由现金流LITESF
| Q4 25 | $43.1M | $369.0M | ||
| Q3 25 | $-18.3M | $321.1M | ||
| Q2 25 | $10.1M | $592.7M | ||
| Q1 25 | $-64.4M | $-227.8M | ||
| Q4 24 | $-15.9M | $677.2M | ||
| Q3 24 | $-34.5M | $185.6M | ||
| Q2 24 | $10.9M | $173.3M | ||
| Q1 24 | $-26.6M | $-619.4M |
自由现金流率LITESF
| Q4 25 | 6.5% | 32.7% | ||
| Q3 25 | -3.4% | 33.4% | ||
| Q2 25 | 2.1% | 70.6% | ||
| Q1 25 | -15.1% | -27.0% | ||
| Q4 24 | -4.0% | 73.9% | ||
| Q3 24 | -10.2% | 22.9% | ||
| Q2 24 | 3.5% | 21.7% | ||
| Q1 24 | -7.3% | -80.6% |
资本支出强度LITESF
| Q4 25 | 12.6% | 1.2% | ||
| Q3 25 | 14.3% | 1.8% | ||
| Q2 25 | 11.2% | 1.8% | ||
| Q1 25 | 14.8% | 2.0% | ||
| Q4 24 | 10.0% | 1.9% | ||
| Q3 24 | 22.0% | 1.6% | ||
| Q2 24 | 8.0% | 4.2% | ||
| Q1 24 | 5.3% | 1.3% |
现金转化率LITESF
| Q4 25 | 1.62× | 1.45× | ||
| Q3 25 | 13.79× | 1.60× | ||
| Q2 25 | 0.30× | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | — | 2.85× | ||
| Q3 24 | — | 1.25× | ||
| Q2 24 | — | 1.25× | ||
| Q1 24 | — | -3.73× |
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% |
SF
暂无分部数据
