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朗美通（LITE）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是朗美通的1.1倍（$764.6M vs $665.5M），朗美通净利率更高（11.8% vs 2.2%，领先9.5%），朗美通同比增速更快（65.5% vs 27.7%），过去两年朗美通的营收复合增速更高（34.8% vs 12.7%）
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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
LITE vs STC — 直观对比
营收规模更大
STC
是对方的1.1倍
$665.5M
营收增速更快
LITE
高出37.8%
27.7%
净利率更高
LITE
高出9.5%
2.2%
两年增速更快
LITE
近两年复合增速
12.7%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $764.6M |
| 净利润 | $78.2M | $17.0M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 11.8% | 2.2% |
| 营收同比 | 65.5% | 27.7% |
| 净利润同比 | 228.4% | 448.4% |
| 每股收益（稀释后） | $0.89 | — |
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LITESTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $665.5M | $790.6M | ||
| Q3 25 | $533.8M | $796.9M | ||
| Q2 25 | $480.7M | $722.2M | ||
| Q1 25 | $425.2M | $612.0M | ||
| Q4 24 | $402.2M | $665.9M | ||
| Q3 24 | $336.9M | $667.9M | ||
| Q2 24 | $308.3M | $602.2M |
净利润LITESTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $78.2M | $36.3M | ||
| Q3 25 | $4.2M | $44.3M | ||
| Q2 25 | $213.3M | $31.9M | ||
| Q1 25 | $-44.1M | $3.1M | ||
| Q4 24 | $-60.9M | $22.7M | ||
| Q3 24 | $-82.4M | $30.1M | ||
| Q2 24 | $-252.5M | $17.3M |
毛利率LITESTC
| 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LITESTC
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 6.5% | ||
| Q3 25 | 1.3% | 7.7% | ||
| Q2 25 | -1.7% | 6.5% | ||
| Q1 25 | -8.9% | 1.0% | ||
| Q4 24 | -12.8% | 5.3% | ||
| Q3 24 | -24.5% | 6.4% | ||
| Q2 24 | -43.3% | 4.8% |
净利率LITESTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 11.8% | 4.6% | ||
| Q3 25 | 0.8% | 5.6% | ||
| Q2 25 | 44.4% | 4.4% | ||
| Q1 25 | -10.4% | 0.5% | ||
| Q4 24 | -15.1% | 3.4% | ||
| Q3 24 | -24.5% | 4.5% | ||
| Q2 24 | -81.9% | 2.9% |
每股收益（稀释后）LITESTC
| Q1 26 | — | — | ||
| Q4 25 | $0.89 | $1.26 | ||
| Q3 25 | $0.05 | $1.55 | ||
| Q2 25 | $3.10 | $1.13 | ||
| Q1 25 | $-0.64 | $0.11 | ||
| Q4 24 | $-0.88 | $0.81 | ||
| Q3 24 | $-1.21 | $1.07 | ||
| Q2 24 | $-3.75 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | — |
| 总资产 | $4.8B | — |
| 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LITESTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $1.2B | $369.7M | ||
| Q3 25 | $1.1B | $233.2M | ||
| Q2 25 | $877.1M | $223.8M | ||
| Q1 25 | $866.7M | $194.2M | ||
| Q4 24 | $896.7M | $257.5M | ||
| Q3 24 | $916.1M | $228.7M | ||
| Q2 24 | $887.0M | $176.7M |
总债务LITESTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LITESTC
| Q1 26 | — | — | ||
| Q4 25 | $846.6M | $1.6B | ||
| Q3 25 | $780.8M | $1.5B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $879.5M | $1.4B | ||
| Q4 24 | $872.3M | $1.4B | ||
| Q3 24 | $895.9M | $1.4B | ||
| Q2 24 | $957.3M | $1.4B |
总资产LITESTC
| Q1 26 | — | — | ||
| Q4 25 | $4.8B | $3.3B | ||
| Q3 25 | $4.6B | $2.8B | ||
| Q2 25 | $4.2B | $2.8B | ||
| Q1 25 | $4.0B | $2.7B | ||
| Q4 24 | $4.0B | $2.7B | ||
| Q3 24 | $4.0B | $2.7B | ||
| Q2 24 | $3.9B | $2.6B |
负债/权益比LITESTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| 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 | — |
| 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LITESTC
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $89.5M | ||
| Q3 25 | $57.9M | $92.6M | ||
| Q2 25 | $64.0M | $53.4M | ||
| Q1 25 | $-1.6M | $-29.9M | ||
| Q4 24 | $24.3M | $68.0M | ||
| Q3 24 | $39.6M | $76.1M | ||
| Q2 24 | $35.5M | $21.1M |
自由现金流LITESTC
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $62.3M | ||
| Q3 25 | $-18.3M | $73.6M | ||
| Q2 25 | $10.1M | $38.7M | ||
| Q1 25 | $-64.4M | $-42.2M | ||
| Q4 24 | $-15.9M | $55.6M | ||
| Q3 24 | $-34.5M | $67.4M | ||
| Q2 24 | $10.9M | $11.9M |
自由现金流率LITESTC
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 7.9% | ||
| Q3 25 | -3.4% | 9.2% | ||
| Q2 25 | 2.1% | 5.4% | ||
| Q1 25 | -15.1% | -6.9% | ||
| Q4 24 | -4.0% | 8.4% | ||
| Q3 24 | -10.2% | 10.1% | ||
| Q2 24 | 3.5% | 2.0% |
资本支出强度LITESTC
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 3.4% | ||
| Q3 25 | 14.3% | 2.4% | ||
| Q2 25 | 11.2% | 2.0% | ||
| Q1 25 | 14.8% | 2.0% | ||
| Q4 24 | 10.0% | 1.9% | ||
| Q3 24 | 22.0% | 1.3% | ||
| Q2 24 | 8.0% | 1.5% |
现金转化率LITESTC
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 2.47× | ||
| Q3 25 | 13.79× | 2.09× | ||
| Q2 25 | 0.30× | 1.67× | ||
| Q1 25 | — | -9.73× | ||
| Q4 24 | — | 2.99× | ||
| Q3 24 | — | 2.53× | ||
| Q2 24 | — | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
