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朗美通（LITE）与SouthState Bank Corp（SSB）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是SouthState Bank Corp的1.0倍（$665.5M vs $661.7M），SouthState Bank Corp净利率更高（34.1% vs 11.8%，领先22.4%），过去两年SouthState Bank Corp的营收复合增速更高（37.4% 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。
SouthState Bank总部位于美国佛罗里达州温特黑文，是银行控股公司SouthState Corporation旗下的银行子公司。截至2025年5月26日，该行已在南卡罗来纳、北卡罗来纳、佐治亚、佛罗里达、阿拉巴马、弗吉尼亚、科罗拉多、得克萨斯八州设有371家营业网点，为当地客户提供各类银行金融服务。
LITE vs SSB — 直观对比
营收规模更大
LITE
是对方的1.0倍
$661.7M
净利率更高
SSB
高出22.4%
11.8%
两年增速更快
SSB
近两年复合增速
34.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $661.7M |
| 净利润 | $78.2M | $225.8M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 15.1% |
| 净利率 | 11.8% | 34.1% |
| 营收同比 | 65.5% | — |
| 净利润同比 | 228.4% | 153.5% |
| 每股收益（稀释后） | $0.89 | $2.28 |
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LITESSB
| Q1 26 | — | $661.7M | ||
| Q4 25 | $665.5M | $581.1M | ||
| Q3 25 | $533.8M | $599.7M | ||
| Q2 25 | $480.7M | $577.9M | ||
| Q1 25 | $425.2M | $544.5M | ||
| Q4 24 | $402.2M | $369.8M | ||
| Q3 24 | $336.9M | $351.5M | ||
| Q2 24 | $308.3M | $350.3M |
净利润LITESSB
| Q1 26 | — | $225.8M | ||
| Q4 25 | $78.2M | $247.7M | ||
| Q3 25 | $4.2M | $246.6M | ||
| Q2 25 | $213.3M | $215.2M | ||
| Q1 25 | $-44.1M | $89.1M | ||
| Q4 24 | $-60.9M | $144.2M | ||
| Q3 24 | $-82.4M | $143.2M | ||
| Q2 24 | $-252.5M | $132.4M |
毛利率LITESSB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率LITESSB
| Q1 26 | — | 15.1% | ||
| Q4 25 | 9.7% | 54.3% | ||
| Q3 25 | 1.3% | 53.6% | ||
| Q2 25 | -1.7% | 48.8% | ||
| Q1 25 | -8.9% | 22.3% | ||
| Q4 24 | -12.8% | 50.7% | ||
| Q3 24 | -24.5% | 53.1% | ||
| Q2 24 | -43.3% | 49.3% |
净利率LITESSB
| Q1 26 | — | 34.1% | ||
| Q4 25 | 11.8% | 42.6% | ||
| Q3 25 | 0.8% | 41.1% | ||
| Q2 25 | 44.4% | 37.2% | ||
| Q1 25 | -10.4% | 16.4% | ||
| Q4 24 | -15.1% | 39.0% | ||
| Q3 24 | -24.5% | 40.7% | ||
| Q2 24 | -81.9% | 37.8% |
每股收益（稀释后）LITESSB
| Q1 26 | — | $2.28 | ||
| Q4 25 | $0.89 | $2.47 | ||
| Q3 25 | $0.05 | $2.42 | ||
| Q2 25 | $3.10 | $2.11 | ||
| Q1 25 | $-0.64 | $0.87 | ||
| Q4 24 | $-0.88 | $1.88 | ||
| Q3 24 | $-1.21 | $1.86 | ||
| Q2 24 | $-3.75 | $1.73 |
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 | $2.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $9.0B |
| 总资产 | $4.8B | $68.0B |
| 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LITESSB
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $877.1M | — | ||
| Q1 25 | $866.7M | — | ||
| Q4 24 | $896.7M | — | ||
| Q3 24 | $916.1M | — | ||
| Q2 24 | $887.0M | — |
股东权益LITESSB
| Q1 26 | — | $9.0B | ||
| Q4 25 | $846.6M | $9.1B | ||
| Q3 25 | $780.8M | $9.0B | ||
| Q2 25 | $1.1B | $8.8B | ||
| Q1 25 | $879.5M | $8.6B | ||
| Q4 24 | $872.3M | $5.9B | ||
| Q3 24 | $895.9M | $5.9B | ||
| Q2 24 | $957.3M | $5.7B |
总资产LITESSB
| Q1 26 | — | $68.0B | ||
| Q4 25 | $4.8B | $67.2B | ||
| Q3 25 | $4.6B | $66.0B | ||
| Q2 25 | $4.2B | $65.9B | ||
| Q1 25 | $4.0B | $65.1B | ||
| Q4 24 | $4.0B | $46.4B | ||
| Q3 24 | $4.0B | $46.1B | ||
| Q2 24 | $3.9B | $45.5B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $43.1M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | 12.6% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LITESSB
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $232.1M | ||
| Q3 25 | $57.9M | $122.4M | ||
| Q2 25 | $64.0M | $72.6M | ||
| Q1 25 | $-1.6M | $-126.3M | ||
| Q4 24 | $24.3M | $354.3M | ||
| Q3 24 | $39.6M | $-246.8M | ||
| Q2 24 | $35.5M | $126.8M |
自由现金流LITESSB
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $215.5M | ||
| Q3 25 | $-18.3M | $101.7M | ||
| Q2 25 | $10.1M | $52.5M | ||
| Q1 25 | $-64.4M | $-139.1M | ||
| Q4 24 | $-15.9M | $340.9M | ||
| Q3 24 | $-34.5M | $-254.2M | ||
| Q2 24 | $10.9M | $117.3M |
自由现金流率LITESSB
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 37.1% | ||
| Q3 25 | -3.4% | 17.0% | ||
| Q2 25 | 2.1% | 9.1% | ||
| Q1 25 | -15.1% | -25.5% | ||
| Q4 24 | -4.0% | 92.2% | ||
| Q3 24 | -10.2% | -72.3% | ||
| Q2 24 | 3.5% | 33.5% |
资本支出强度LITESSB
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 2.9% | ||
| Q3 25 | 14.3% | 3.5% | ||
| Q2 25 | 11.2% | 3.5% | ||
| Q1 25 | 14.8% | 2.4% | ||
| Q4 24 | 10.0% | 3.6% | ||
| Q3 24 | 22.0% | 2.1% | ||
| Q2 24 | 8.0% | 2.7% |
现金转化率LITESSB
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 0.94× | ||
| Q3 25 | 13.79× | 0.50× | ||
| Q2 25 | 0.30× | 0.34× | ||
| Q1 25 | — | -1.42× | ||
| Q4 24 | — | 2.46× | ||
| Q3 24 | — | -1.72× | ||
| Q2 24 | — | 0.96× |
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% |
SSB
| Net Interest Income | $561.6M | 85% |
| Noninterest Income | $100.1M | 15% |
