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朗美通（LITE）与Sylvamo Corp（SLVM）财务数据对比。点击上方公司名可切换其他公司
Sylvamo Corp的季度营收约是朗美通的1.3倍（$890.0M vs $665.5M），朗美通净利率更高（11.8% vs 3.7%，领先8.0%），朗美通同比增速更快（65.5% vs -8.2%），朗美通自由现金流更多（$43.1M vs $38.0M），过去两年朗美通的营收复合增速更高（34.8% vs -0.8%）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
LITE vs SLVM — 直观对比
营收规模更大
SLVM
是对方的1.3倍
$665.5M
营收增速更快
LITE
高出73.7%
-8.2%
净利率更高
LITE
高出8.0%
3.7%
自由现金流更多
LITE
多$5.1M
$38.0M
两年增速更快
LITE
近两年复合增速
-0.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $890.0M |
| 净利润 | $78.2M | $33.0M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 8.9% |
| 净利率 | 11.8% | 3.7% |
| 营收同比 | 65.5% | -8.2% |
| 净利润同比 | 228.4% | -59.3% |
| 每股收益（稀释后） | $0.89 | $0.81 |
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LITESLVM
| Q4 25 | $665.5M | $890.0M | ||
| Q3 25 | $533.8M | $846.0M | ||
| Q2 25 | $480.7M | $794.0M | ||
| Q1 25 | $425.2M | $821.0M | ||
| Q4 24 | $402.2M | $970.0M | ||
| Q3 24 | $336.9M | $965.0M | ||
| Q2 24 | $308.3M | $933.0M | ||
| Q1 24 | $366.5M | $905.0M |
净利润LITESLVM
| Q4 25 | $78.2M | $33.0M | ||
| Q3 25 | $4.2M | $57.0M | ||
| Q2 25 | $213.3M | $15.0M | ||
| Q1 25 | $-44.1M | $27.0M | ||
| Q4 24 | $-60.9M | $81.0M | ||
| Q3 24 | $-82.4M | $95.0M | ||
| Q2 24 | $-252.5M | $83.0M | ||
| Q1 24 | $-127.0M | $43.0M |
毛利率LITESLVM
| 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LITESLVM
| Q4 25 | 9.7% | 8.9% | ||
| Q3 25 | 1.3% | 11.6% | ||
| Q2 25 | -1.7% | 3.8% | ||
| Q1 25 | -8.9% | 5.4% | ||
| Q4 24 | -12.8% | 11.2% | ||
| Q3 24 | -24.5% | 15.5% | ||
| Q2 24 | -43.3% | 13.1% | ||
| Q1 24 | -31.3% | 8.0% |
净利率LITESLVM
| Q4 25 | 11.8% | 3.7% | ||
| Q3 25 | 0.8% | 6.7% | ||
| Q2 25 | 44.4% | 1.9% | ||
| Q1 25 | -10.4% | 3.3% | ||
| Q4 24 | -15.1% | 8.4% | ||
| Q3 24 | -24.5% | 9.8% | ||
| Q2 24 | -81.9% | 8.9% | ||
| Q1 24 | -34.7% | 4.8% |
每股收益（稀释后）LITESLVM
| Q4 25 | $0.89 | $0.81 | ||
| Q3 25 | $0.05 | $1.41 | ||
| Q2 25 | $3.10 | $0.37 | ||
| Q1 25 | $-0.64 | $0.65 | ||
| Q4 24 | $-0.88 | $1.91 | ||
| Q3 24 | $-1.21 | $2.27 | ||
| Q2 24 | $-3.75 | $1.98 | ||
| Q1 24 | $-1.88 | $1.02 |
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 | $198.0M |
| 总债务越低越好 | — | $763.0M |
| 股东权益账面价值 | $846.6M | $966.0M |
| 总资产 | $4.8B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资LITESLVM
| Q4 25 | $1.2B | $198.0M | ||
| Q3 25 | $1.1B | $146.0M | ||
| Q2 25 | $877.1M | $183.0M | ||
| Q1 25 | $866.7M | $220.0M | ||
| Q4 24 | $896.7M | $309.0M | ||
| Q3 24 | $916.1M | $414.0M | ||
| Q2 24 | $887.0M | $213.0M | ||
| Q1 24 | $870.9M | $218.0M |
总债务LITESLVM
| Q4 25 | — | $763.0M | ||
| Q3 25 | — | $778.0M | ||
| Q2 25 | — | $767.0M | ||
| Q1 25 | — | $794.0M | ||
| Q4 24 | — | $782.0M | ||
| Q3 24 | — | $883.0M | ||
| Q2 24 | — | $894.0M | ||
| Q1 24 | — | $921.0M |
股东权益LITESLVM
| Q4 25 | $846.6M | $966.0M | ||
| Q3 25 | $780.8M | $977.0M | ||
| Q2 25 | $1.1B | $959.0M | ||
| Q1 25 | $879.5M | $908.0M | ||
| Q4 24 | $872.3M | $847.0M | ||
| Q3 24 | $895.9M | $937.0M | ||
| Q2 24 | $957.3M | $830.0M | ||
| Q1 24 | $1.2B | $889.0M |
总资产LITESLVM
| Q4 25 | $4.8B | $2.8B | ||
| Q3 25 | $4.6B | $2.7B | ||
| Q2 25 | $4.2B | $2.7B | ||
| Q1 25 | $4.0B | $2.6B | ||
| Q4 24 | $4.0B | $2.6B | ||
| Q3 24 | $4.0B | $2.9B | ||
| Q2 24 | $3.9B | $2.7B | ||
| Q1 24 | $4.2B | $2.6B |
负债/权益比LITESLVM
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.08× | ||
| Q1 24 | — | 1.04× |
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 | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $38.0M |
| 自由现金流率自由现金流/营收 | 6.5% | 4.3% |
| 资本支出强度资本支出/营收 | 12.6% | 6.3% |
| 现金转化率经营现金流/净利润 | 1.62× | 2.85× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $44.0M |
8季度趋势，按日历期对齐
经营现金流LITESLVM
| Q4 25 | $126.7M | $94.0M | ||
| Q3 25 | $57.9M | $87.0M | ||
| Q2 25 | $64.0M | $64.0M | ||
| Q1 25 | $-1.6M | $23.0M | ||
| Q4 24 | $24.3M | $164.0M | ||
| Q3 24 | $39.6M | $163.0M | ||
| Q2 24 | $35.5M | $115.0M | ||
| Q1 24 | $-7.0M | $27.0M |
自由现金流LITESLVM
| Q4 25 | $43.1M | $38.0M | ||
| Q3 25 | $-18.3M | $33.0M | ||
| Q2 25 | $10.1M | $-2.0M | ||
| Q1 25 | $-64.4M | $-25.0M | ||
| Q4 24 | $-15.9M | $100.0M | ||
| Q3 24 | $-34.5M | $119.0M | ||
| Q2 24 | $10.9M | $62.0M | ||
| Q1 24 | $-26.6M | $-33.0M |
自由现金流率LITESLVM
| Q4 25 | 6.5% | 4.3% | ||
| Q3 25 | -3.4% | 3.9% | ||
| Q2 25 | 2.1% | -0.3% | ||
| Q1 25 | -15.1% | -3.0% | ||
| Q4 24 | -4.0% | 10.3% | ||
| Q3 24 | -10.2% | 12.3% | ||
| Q2 24 | 3.5% | 6.6% | ||
| Q1 24 | -7.3% | -3.6% |
资本支出强度LITESLVM
| Q4 25 | 12.6% | 6.3% | ||
| Q3 25 | 14.3% | 6.4% | ||
| Q2 25 | 11.2% | 8.3% | ||
| Q1 25 | 14.8% | 5.8% | ||
| Q4 24 | 10.0% | 6.6% | ||
| Q3 24 | 22.0% | 4.6% | ||
| Q2 24 | 8.0% | 5.7% | ||
| Q1 24 | 5.3% | 6.6% |
现金转化率LITESLVM
| Q4 25 | 1.62× | 2.85× | ||
| Q3 25 | 13.79× | 1.53× | ||
| Q2 25 | 0.30× | 4.27× | ||
| Q1 25 | — | 0.85× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | 1.72× | ||
| Q2 24 | — | 1.39× | ||
| Q1 24 | — | 0.63× |
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% |
SLVM
暂无分部数据
