vs
朗美通（LITE）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是朗美通的1.0倍（$697.2M vs $665.5M），朗美通净利率更高（11.8% vs 1.7%，领先10.0%），朗美通同比增速更快（65.5% vs -25.8%），过去两年朗美通的营收复合增速更高（34.8% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
LITE vs SUI — 直观对比
营收规模更大
SUI
是对方的1.0倍
$665.5M
营收增速更快
LITE
高出91.3%
-25.8%
净利率更高
LITE
高出10.0%
1.7%
两年增速更快
LITE
近两年复合增速
-2.1%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $697.2M |
| 净利润 | $78.2M | $12.1M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 11.8% | 1.7% |
| 营收同比 | 65.5% | -25.8% |
| 净利润同比 | 228.4% | -96.0% |
| 每股收益（稀释后） | $0.89 | $0.07 |
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LITESUI
| Q4 25 | $665.5M | — | ||
| Q3 25 | $533.8M | $697.2M | ||
| Q2 25 | $480.7M | $623.5M | ||
| Q1 25 | $425.2M | $470.2M | ||
| Q4 24 | $402.2M | $745.9M | ||
| Q3 24 | $336.9M | $939.9M | ||
| Q2 24 | $308.3M | $864.0M | ||
| Q1 24 | $366.5M | $671.3M |
净利润LITESUI
| Q4 25 | $78.2M | — | ||
| Q3 25 | $4.2M | $12.1M | ||
| Q2 25 | $213.3M | $1.3B | ||
| Q1 25 | $-44.1M | $-41.2M | ||
| Q4 24 | $-60.9M | $-228.4M | ||
| Q3 24 | $-82.4M | $300.5M | ||
| Q2 24 | $-252.5M | $56.7M | ||
| Q1 24 | $-127.0M | $-25.2M |
毛利率LITESUI
| 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% | — | ||
| Q1 24 | 16.2% | — |
营业利润率LITESUI
| Q4 25 | 9.7% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -8.9% | — | ||
| Q4 24 | -12.8% | — | ||
| Q3 24 | -24.5% | — | ||
| Q2 24 | -43.3% | — | ||
| Q1 24 | -31.3% | — |
净利率LITESUI
| Q4 25 | 11.8% | — | ||
| Q3 25 | 0.8% | 1.7% | ||
| Q2 25 | 44.4% | 210.8% | ||
| Q1 25 | -10.4% | -8.8% | ||
| Q4 24 | -15.1% | -30.6% | ||
| Q3 24 | -24.5% | 32.0% | ||
| Q2 24 | -81.9% | 6.6% | ||
| Q1 24 | -34.7% | -3.8% |
每股收益（稀释后）LITESUI
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.05 | $0.07 | ||
| Q2 25 | $3.10 | $10.02 | ||
| Q1 25 | $-0.64 | $-0.34 | ||
| Q4 24 | $-0.88 | $-1.80 | ||
| Q3 24 | $-1.21 | $2.31 | ||
| Q2 24 | $-3.75 | $0.42 | ||
| Q1 24 | $-1.88 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $7.0B |
| 总资产 | $4.8B | $12.8B |
| 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LITESUI
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | $542.7M | ||
| Q2 25 | $877.1M | $889.7M | ||
| Q1 25 | $866.7M | — | ||
| Q4 24 | $896.7M | $47.4M | ||
| Q3 24 | $916.1M | — | ||
| Q2 24 | $887.0M | — | ||
| Q1 24 | $870.9M | — |
总债务LITESUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LITESUI
| Q4 25 | $846.6M | — | ||
| Q3 25 | $780.8M | $7.0B | ||
| Q2 25 | $1.1B | $7.4B | ||
| Q1 25 | $879.5M | $6.9B | ||
| Q4 24 | $872.3M | $7.1B | ||
| Q3 24 | $895.9M | $7.5B | ||
| Q2 24 | $957.3M | $6.9B | ||
| Q1 24 | $1.2B | $6.9B |
总资产LITESUI
| Q4 25 | $4.8B | — | ||
| Q3 25 | $4.6B | $12.8B | ||
| Q2 25 | $4.2B | $13.4B | ||
| Q1 25 | $4.0B | $16.5B | ||
| Q4 24 | $4.0B | $16.5B | ||
| Q3 24 | $4.0B | $17.1B | ||
| Q2 24 | $3.9B | $17.0B | ||
| Q1 24 | $4.2B | $17.1B |
负债/权益比LITESUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $197.8M |
| 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× | 16.35× |
| 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LITESUI
| Q4 25 | $126.7M | — | ||
| Q3 25 | $57.9M | $197.8M | ||
| Q2 25 | $64.0M | $256.0M | ||
| Q1 25 | $-1.6M | $243.9M | ||
| Q4 24 | $24.3M | $118.0M | ||
| Q3 24 | $39.6M | $189.2M | ||
| Q2 24 | $35.5M | $311.3M | ||
| Q1 24 | $-7.0M | $242.5M |
自由现金流LITESUI
| Q4 25 | $43.1M | — | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $-64.4M | — | ||
| Q4 24 | $-15.9M | — | ||
| Q3 24 | $-34.5M | — | ||
| Q2 24 | $10.9M | — | ||
| Q1 24 | $-26.6M | — |
自由现金流率LITESUI
| Q4 25 | 6.5% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -15.1% | — | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -10.2% | — | ||
| Q2 24 | 3.5% | — | ||
| Q1 24 | -7.3% | — |
资本支出强度LITESUI
| Q4 25 | 12.6% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.3% | — |
现金转化率LITESUI
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | 16.35× | ||
| Q2 25 | 0.30× | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 5.49× | ||
| Q1 24 | — | — |
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% |
SUI
暂无分部数据
