vs
朗美通（LITE）与Simpson Manufacturing Co., Inc.（SSD）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Simpson Manufacturing Co., Inc.的1.2倍（$665.5M vs $539.3M），朗美通净利率更高（11.8% vs 10.4%，领先1.3%），朗美通同比增速更快（65.5% vs 4.2%），Simpson Manufacturing Co., Inc.自由现金流更多（$119.0M vs $43.1M），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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
LITE vs SSD — 直观对比
营收规模更大
LITE
是对方的1.2倍
$539.3M
营收增速更快
LITE
高出61.2%
4.2%
净利率更高
LITE
高出1.3%
10.4%
自由现金流更多
SSD
多$75.9M
$43.1M
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 | $539.3M |
| 净利润 | $78.2M | $56.2M |
| 毛利率 | 36.1% | 43.4% |
| 营业利润率 | 9.7% | 13.9% |
| 净利率 | 11.8% | 10.4% |
| 营收同比 | 65.5% | 4.2% |
| 净利润同比 | 228.4% | 1.4% |
| 每股收益（稀释后） | $0.89 | $1.34 |
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LITESSD
| Q4 25 | $665.5M | $539.3M | ||
| Q3 25 | $533.8M | $623.5M | ||
| Q2 25 | $480.7M | $631.1M | ||
| Q1 25 | $425.2M | $538.9M | ||
| Q4 24 | $402.2M | $517.4M | ||
| Q3 24 | $336.9M | $587.2M | ||
| Q2 24 | $308.3M | $597.0M | ||
| Q1 24 | $366.5M | $530.6M |
净利润LITESSD
| Q4 25 | $78.2M | $56.2M | ||
| Q3 25 | $4.2M | $107.4M | ||
| Q2 25 | $213.3M | $103.5M | ||
| Q1 25 | $-44.1M | $77.9M | ||
| Q4 24 | $-60.9M | $55.4M | ||
| Q3 24 | $-82.4M | $93.5M | ||
| Q2 24 | $-252.5M | $97.8M | ||
| Q1 24 | $-127.0M | $75.4M |
毛利率LITESSD
| Q4 25 | 36.1% | 43.4% | ||
| Q3 25 | 34.0% | 46.4% | ||
| Q2 25 | 33.3% | 46.7% | ||
| Q1 25 | 28.8% | 46.8% | ||
| Q4 24 | 24.8% | 44.0% | ||
| Q3 24 | 23.1% | 46.8% | ||
| Q2 24 | 16.6% | 46.7% | ||
| Q1 24 | 16.2% | 46.1% |
营业利润率LITESSD
| Q4 25 | 9.7% | 13.9% | ||
| Q3 25 | 1.3% | 22.6% | ||
| Q2 25 | -1.7% | 22.2% | ||
| Q1 25 | -8.9% | 19.0% | ||
| Q4 24 | -12.8% | 14.8% | ||
| Q3 24 | -24.5% | 21.3% | ||
| Q2 24 | -43.3% | 22.1% | ||
| Q1 24 | -31.3% | 18.1% |
净利率LITESSD
| Q4 25 | 11.8% | 10.4% | ||
| Q3 25 | 0.8% | 17.2% | ||
| Q2 25 | 44.4% | 16.4% | ||
| Q1 25 | -10.4% | 14.5% | ||
| Q4 24 | -15.1% | 10.7% | ||
| Q3 24 | -24.5% | 15.9% | ||
| Q2 24 | -81.9% | 16.4% | ||
| Q1 24 | -34.7% | 14.2% |
每股收益（稀释后）LITESSD
| Q4 25 | $0.89 | $1.34 | ||
| Q3 25 | $0.05 | $2.58 | ||
| Q2 25 | $3.10 | $2.47 | ||
| Q1 25 | $-0.64 | $1.85 | ||
| Q4 24 | $-0.88 | $1.31 | ||
| Q3 24 | $-1.21 | $2.21 | ||
| Q2 24 | $-3.75 | $2.31 | ||
| Q1 24 | $-1.88 | $1.77 |
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 | $384.1M |
| 总债务越低越好 | — | $300.0M |
| 股东权益账面价值 | $846.6M | $2.0B |
| 总资产 | $4.8B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资LITESSD
| Q4 25 | $1.2B | $384.1M | ||
| Q3 25 | $1.1B | $297.3M | ||
| Q2 25 | $877.1M | $190.4M | ||
| Q1 25 | $866.7M | $150.3M | ||
| Q4 24 | $896.7M | $239.4M | ||
| Q3 24 | $916.1M | $339.4M | ||
| Q2 24 | $887.0M | $354.9M | ||
| Q1 24 | $870.9M | $369.1M |
总债务LITESSD
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M | ||
| Q1 24 | — | $405.0M |
股东权益LITESSD
| Q4 25 | $846.6M | $2.0B | ||
| Q3 25 | $780.8M | $2.0B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $879.5M | $1.9B | ||
| Q4 24 | $872.3M | $1.8B | ||
| Q3 24 | $895.9M | $1.9B | ||
| Q2 24 | $957.3M | $1.8B | ||
| Q1 24 | $1.2B | $1.7B |
总资产LITESSD
| Q4 25 | $4.8B | $3.1B | ||
| Q3 25 | $4.6B | $3.0B | ||
| Q2 25 | $4.2B | $3.0B | ||
| Q1 25 | $4.0B | $2.8B | ||
| Q4 24 | $4.0B | $2.7B | ||
| Q3 24 | $4.0B | $2.9B | ||
| Q2 24 | $3.9B | $2.8B | ||
| Q1 24 | $4.2B | $2.7B |
负债/权益比LITESSD
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.23× |
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 | $155.7M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $119.0M |
| 自由现金流率自由现金流/营收 | 6.5% | 22.1% |
| 资本支出强度资本支出/营收 | 12.6% | 6.8% |
| 现金转化率经营现金流/净利润 | 1.62× | 2.77× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $297.6M |
8季度趋势，按日历期对齐
经营现金流LITESSD
| Q4 25 | $126.7M | $155.7M | ||
| Q3 25 | $57.9M | $170.2M | ||
| Q2 25 | $64.0M | $125.2M | ||
| Q1 25 | $-1.6M | $7.6M | ||
| Q4 24 | $24.3M | $115.8M | ||
| Q3 24 | $39.6M | $103.3M | ||
| Q2 24 | $35.5M | $111.1M | ||
| Q1 24 | $-7.0M | $7.9M |
自由现金流LITESSD
| Q4 25 | $43.1M | $119.0M | ||
| Q3 25 | $-18.3M | $133.9M | ||
| Q2 25 | $10.1M | $87.3M | ||
| Q1 25 | $-64.4M | $-42.6M | ||
| Q4 24 | $-15.9M | $60.3M | ||
| Q3 24 | $-34.5M | $58.1M | ||
| Q2 24 | $10.9M | $70.9M | ||
| Q1 24 | $-26.6M | $-31.5M |
自由现金流率LITESSD
| Q4 25 | 6.5% | 22.1% | ||
| Q3 25 | -3.4% | 21.5% | ||
| Q2 25 | 2.1% | 13.8% | ||
| Q1 25 | -15.1% | -7.9% | ||
| Q4 24 | -4.0% | 11.7% | ||
| Q3 24 | -10.2% | 9.9% | ||
| Q2 24 | 3.5% | 11.9% | ||
| Q1 24 | -7.3% | -5.9% |
资本支出强度LITESSD
| Q4 25 | 12.6% | 6.8% | ||
| Q3 25 | 14.3% | 5.8% | ||
| Q2 25 | 11.2% | 6.0% | ||
| Q1 25 | 14.8% | 9.3% | ||
| Q4 24 | 10.0% | 10.7% | ||
| Q3 24 | 22.0% | 7.7% | ||
| Q2 24 | 8.0% | 6.7% | ||
| Q1 24 | 5.3% | 7.4% |
现金转化率LITESSD
| Q4 25 | 1.62× | 2.77× | ||
| Q3 25 | 13.79× | 1.58× | ||
| Q2 25 | 0.30× | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× | ||
| Q1 24 | — | 0.11× |
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% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
