vs
朗美通（LITE）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是朗美通的1.4倍（$934.8M vs $665.5M），朗美通净利率更高（11.8% vs 9.3%，领先2.4%），朗美通同比增速更快（65.5% vs 2.6%），森萨塔科技自由现金流更多（$104.6M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
LITE vs ST — 直观对比
营收规模更大
ST
是对方的1.4倍
$665.5M
营收增速更快
LITE
高出62.9%
2.6%
净利率更高
LITE
高出2.4%
9.3%
自由现金流更多
ST
多$61.5M
$43.1M
两年增速更快
LITE
近两年复合增速
-5.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $934.8M |
| 净利润 | $78.2M | $87.1M |
| 毛利率 | 36.1% | 30.6% |
| 营业利润率 | 9.7% | 15.1% |
| 净利率 | 11.8% | 9.3% |
| 营收同比 | 65.5% | 2.6% |
| 净利润同比 | 228.4% | 24.6% |
| 每股收益（稀释后） | $0.89 | $0.59 |
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LITEST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $665.5M | $917.9M | ||
| Q3 25 | $533.8M | $932.0M | ||
| Q2 25 | $480.7M | $943.4M | ||
| Q1 25 | $425.2M | $911.3M | ||
| Q4 24 | $402.2M | $907.7M | ||
| Q3 24 | $336.9M | $982.8M | ||
| Q2 24 | $308.3M | $1.0B |
净利润LITEST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $78.2M | $63.2M | ||
| Q3 25 | $4.2M | $-162.5M | ||
| Q2 25 | $213.3M | $60.7M | ||
| Q1 25 | $-44.1M | $69.9M | ||
| Q4 24 | $-60.9M | $5.8M | ||
| Q3 24 | $-82.4M | $-25.0M | ||
| Q2 24 | $-252.5M | $71.7M |
毛利率LITEST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 36.1% | 29.0% | ||
| Q3 25 | 34.0% | 27.8% | ||
| Q2 25 | 33.3% | 30.3% | ||
| Q1 25 | 28.8% | 29.9% | ||
| Q4 24 | 24.8% | 27.1% | ||
| Q3 24 | 23.1% | 28.6% | ||
| Q2 24 | 16.6% | 30.0% |
营业利润率LITEST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 9.7% | 10.9% | ||
| Q3 25 | 1.3% | -13.2% | ||
| Q2 25 | -1.7% | 14.6% | ||
| Q1 25 | -8.9% | 13.4% | ||
| Q4 24 | -12.8% | 8.1% | ||
| Q3 24 | -24.5% | -20.3% | ||
| Q2 24 | -43.3% | 12.5% |
净利率LITEST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 11.8% | 6.9% | ||
| Q3 25 | 0.8% | -17.4% | ||
| Q2 25 | 44.4% | 6.4% | ||
| Q1 25 | -10.4% | 7.7% | ||
| Q4 24 | -15.1% | 0.6% | ||
| Q3 24 | -24.5% | -2.5% | ||
| Q2 24 | -81.9% | 6.9% |
每股收益（稀释后）LITEST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $0.89 | $0.45 | ||
| Q3 25 | $0.05 | $-1.12 | ||
| Q2 25 | $3.10 | $0.41 | ||
| Q1 25 | $-0.64 | $0.47 | ||
| Q4 24 | $-0.88 | $0.05 | ||
| Q3 24 | $-1.21 | $-0.17 | ||
| Q2 24 | $-3.75 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $2.9B |
| 总资产 | $4.8B | $6.8B |
| 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LITEST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $1.2B | $573.0M | ||
| Q3 25 | $1.1B | $791.3M | ||
| Q2 25 | $877.1M | $661.8M | ||
| Q1 25 | $866.7M | $588.1M | ||
| Q4 24 | $896.7M | $593.7M | ||
| Q3 24 | $916.1M | $506.2M | ||
| Q2 24 | $887.0M | $1.0B |
总债务LITEST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LITEST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $846.6M | $2.8B | ||
| Q3 25 | $780.8M | $2.7B | ||
| Q2 25 | $1.1B | $2.9B | ||
| Q1 25 | $879.5M | $2.8B | ||
| Q4 24 | $872.3M | $2.9B | ||
| Q3 24 | $895.9M | $3.0B | ||
| Q2 24 | $957.3M | $3.0B |
总资产LITEST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $4.8B | $6.8B | ||
| Q3 25 | $4.6B | $7.1B | ||
| Q2 25 | $4.2B | $7.3B | ||
| Q1 25 | $4.0B | $7.2B | ||
| Q4 24 | $4.0B | $7.1B | ||
| Q3 24 | $4.0B | $7.3B | ||
| Q2 24 | $3.9B | $8.2B |
负债/权益比LITEST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $104.6M |
| 自由现金流率自由现金流/营收 | 6.5% | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $508.3M |
8季度趋势，按日历期对齐
经营现金流LITEST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $126.7M | $201.5M | ||
| Q3 25 | $57.9M | $159.9M | ||
| Q2 25 | $64.0M | $140.9M | ||
| Q1 25 | $-1.6M | $119.2M | ||
| Q4 24 | $24.3M | $170.7M | ||
| Q3 24 | $39.6M | $130.9M | ||
| Q2 24 | $35.5M | $143.5M |
自由现金流LITEST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $43.1M | $151.9M | ||
| Q3 25 | $-18.3M | $136.2M | ||
| Q2 25 | $10.1M | $115.5M | ||
| Q1 25 | $-64.4M | $86.6M | ||
| Q4 24 | $-15.9M | $138.9M | ||
| Q3 24 | $-34.5M | $91.3M | ||
| Q2 24 | $10.9M | $98.4M |
自由现金流率LITEST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 6.5% | 16.6% | ||
| Q3 25 | -3.4% | 14.6% | ||
| Q2 25 | 2.1% | 12.2% | ||
| Q1 25 | -15.1% | 9.5% | ||
| Q4 24 | -4.0% | 15.3% | ||
| Q3 24 | -10.2% | 9.3% | ||
| Q2 24 | 3.5% | 9.5% |
资本支出强度LITEST
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 5.4% | ||
| Q3 25 | 14.3% | 2.5% | ||
| Q2 25 | 11.2% | 2.7% | ||
| Q1 25 | 14.8% | 3.6% | ||
| Q4 24 | 10.0% | 3.5% | ||
| Q3 24 | 22.0% | 4.0% | ||
| Q2 24 | 8.0% | 4.4% |
现金转化率LITEST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 1.62× | 3.19× | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | 2.32× | ||
| Q1 25 | — | 1.70× | ||
| Q4 24 | — | 29.50× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.00× |
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% |
ST
暂无分部数据
