vs
朗美通（LITE）与StoneX Group Inc.（SNEX）财务数据对比。点击上方公司名可切换其他公司
StoneX Group Inc.的季度营收约是朗美通的1.8倍（$1.2B vs $665.5M），朗美通净利率更高（11.8% vs 11.6%，领先0.2%），StoneX Group Inc.同比增速更快（81.0% vs 65.5%），朗美通自由现金流更多（$43.1M vs $-1.3B），过去两年StoneX Group Inc.的营收复合增速更高（53.5% vs 34.8%）
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。
StoneX集团是美国知名金融服务企业，核心业务覆盖商业套期保值、全球支付、证券、实物大宗商品、外汇，以及清算与执行服务六大板块，可为全球各类客户提供专业合规的多元化金融服务。
LITE vs SNEX — 直观对比
营收规模更大
SNEX
是对方的1.8倍
$665.5M
营收增速更快
SNEX
高出15.6%
65.5%
净利率更高
LITE
高出0.2%
11.6%
自由现金流更多
LITE
多$1.3B
$-1.3B
两年增速更快
SNEX
近两年复合增速
34.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $1.2B |
| 净利润 | $78.2M | $139.0M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 15.4% |
| 净利率 | 11.8% | 11.6% |
| 营收同比 | 65.5% | 81.0% |
| 净利润同比 | 228.4% | 63.3% |
| 每股收益（稀释后） | $0.89 | $2.50 |
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LITESNEX
| Q4 25 | $665.5M | $1.2B | ||
| Q3 25 | $533.8M | $32.7B | ||
| Q2 25 | $480.7M | $851.2M | ||
| Q1 25 | $425.2M | $820.4M | ||
| Q4 24 | $402.2M | $663.1M | ||
| Q3 24 | $336.9M | $31.1B | ||
| Q2 24 | $308.3M | $571.8M | ||
| Q1 24 | $366.5M | $509.2M |
净利润LITESNEX
| Q4 25 | $78.2M | $139.0M | ||
| Q3 25 | $4.2M | $85.7M | ||
| Q2 25 | $213.3M | $63.4M | ||
| Q1 25 | $-44.1M | $71.7M | ||
| Q4 24 | $-60.9M | $85.1M | ||
| Q3 24 | $-82.4M | $76.7M | ||
| Q2 24 | $-252.5M | $61.9M | ||
| Q1 24 | $-127.0M | $53.1M |
毛利率LITESNEX
| Q4 25 | 36.1% | — | ||
| Q3 25 | 34.0% | 3.7% | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 28.8% | — | ||
| Q4 24 | 24.8% | — | ||
| Q3 24 | 23.1% | 3.0% | ||
| Q2 24 | 16.6% | — | ||
| Q1 24 | 16.2% | — |
营业利润率LITESNEX
| Q4 25 | 9.7% | 15.4% | ||
| Q3 25 | 1.3% | 0.3% | ||
| Q2 25 | -1.7% | -1.3% | ||
| Q1 25 | -8.9% | -1.0% | ||
| Q4 24 | -12.8% | -3.2% | ||
| Q3 24 | -24.5% | -0.0% | ||
| Q2 24 | -43.3% | -4.7% | ||
| Q1 24 | -31.3% | -2.5% |
净利率LITESNEX
| Q4 25 | 11.8% | 11.6% | ||
| Q3 25 | 0.8% | 0.3% | ||
| Q2 25 | 44.4% | 7.4% | ||
| Q1 25 | -10.4% | 8.7% | ||
| Q4 24 | -15.1% | 12.8% | ||
| Q3 24 | -24.5% | 0.2% | ||
| Q2 24 | -81.9% | 10.8% | ||
| Q1 24 | -34.7% | 10.4% |
每股收益（稀释后）LITESNEX
| Q4 25 | $0.89 | $2.50 | ||
| Q3 25 | $0.05 | $0.72 | ||
| Q2 25 | $3.10 | $1.22 | ||
| Q1 25 | $-0.64 | $1.41 | ||
| Q4 24 | $-0.88 | $1.69 | ||
| Q3 24 | $-1.21 | $2.32 | ||
| Q2 24 | $-3.75 | $1.25 | ||
| Q1 24 | $-1.88 | $1.09 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $2.5B |
| 总资产 | $4.8B | $47.8B |
| 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LITESNEX
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $877.1M | $1.3B | ||
| Q1 25 | $866.7M | $1.3B | ||
| Q4 24 | $896.7M | $1.4B | ||
| Q3 24 | $916.1M | $1.3B | ||
| Q2 24 | $887.0M | $1.2B | ||
| Q1 24 | $870.9M | $1.3B |
股东权益LITESNEX
| Q4 25 | $846.6M | $2.5B | ||
| Q3 25 | $780.8M | $2.4B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $879.5M | $1.9B | ||
| Q4 24 | $872.3M | $1.8B | ||
| Q3 24 | $895.9M | $1.7B | ||
| Q2 24 | $957.3M | $1.6B | ||
| Q1 24 | $1.2B | $1.5B |
总资产LITESNEX
| Q4 25 | $4.8B | $47.8B | ||
| Q3 25 | $4.6B | $45.3B | ||
| Q2 25 | $4.2B | $34.3B | ||
| Q1 25 | $4.0B | $31.3B | ||
| Q4 24 | $4.0B | $29.6B | ||
| Q3 24 | $4.0B | $27.5B | ||
| Q2 24 | $3.9B | $25.9B | ||
| Q1 24 | $4.2B | $25.7B |
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 | $-1.3B |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $-1.3B |
| 自由现金流率自由现金流/营收 | 6.5% | -106.4% |
| 资本支出强度资本支出/营收 | 12.6% | 1.3% |
| 现金转化率经营现金流/净利润 | 1.62× | -9.08× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $3.5B |
8季度趋势，按日历期对齐
经营现金流LITESNEX
| Q4 25 | $126.7M | $-1.3B | ||
| Q3 25 | $57.9M | $3.5B | ||
| Q2 25 | $64.0M | $1.5B | ||
| Q1 25 | $-1.6M | $-154.5M | ||
| Q4 24 | $24.3M | $-477.8M | ||
| Q3 24 | $39.6M | $192.6M | ||
| Q2 24 | $35.5M | $-622.1M | ||
| Q1 24 | $-7.0M | $784.0M |
自由现金流LITESNEX
| Q4 25 | $43.1M | $-1.3B | ||
| Q3 25 | $-18.3M | $3.5B | ||
| Q2 25 | $10.1M | $1.5B | ||
| Q1 25 | $-64.4M | $-169.8M | ||
| Q4 24 | $-15.9M | $-491.4M | ||
| Q3 24 | $-34.5M | $175.9M | ||
| Q2 24 | $10.9M | $-640.5M | ||
| Q1 24 | $-26.6M | $766.6M |
自由现金流率LITESNEX
| Q4 25 | 6.5% | -106.4% | ||
| Q3 25 | -3.4% | 10.7% | ||
| Q2 25 | 2.1% | 173.3% | ||
| Q1 25 | -15.1% | -20.7% | ||
| Q4 24 | -4.0% | -74.1% | ||
| Q3 24 | -10.2% | 0.6% | ||
| Q2 24 | 3.5% | -112.0% | ||
| Q1 24 | -7.3% | 150.5% |
资本支出强度LITESNEX
| Q4 25 | 12.6% | 1.3% | ||
| Q3 25 | 14.3% | 0.1% | ||
| Q2 25 | 11.2% | 1.9% | ||
| Q1 25 | 14.8% | 1.9% | ||
| Q4 24 | 10.0% | 2.1% | ||
| Q3 24 | 22.0% | 0.1% | ||
| Q2 24 | 8.0% | 3.2% | ||
| Q1 24 | 5.3% | 3.4% |
现金转化率LITESNEX
| Q4 25 | 1.62× | -9.08× | ||
| Q3 25 | 13.79× | 41.18× | ||
| Q2 25 | 0.30× | 23.52× | ||
| Q1 25 | — | -2.15× | ||
| Q4 24 | — | -5.61× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | — | -10.05× | ||
| Q1 24 | — | 14.76× |
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% |
SNEX
暂无分部数据
