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朗美通（LITE）与森馨科技（SXT）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森馨科技的1.5倍（$665.5M vs $435.8M），朗美通净利率更高（11.8% vs 10.1%，领先1.6%），朗美通同比增速更快（65.5% vs 11.1%），过去两年朗美通的营收复合增速更高（34.8% vs 3.9%）
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。
森馨科技是总部位于美国威斯康星州密尔沃基的全球化色素、香精香料生产商及销售商，产品广泛应用于食品饮料、医药、化妆品、家居个护、特种印刷成像、计算机成像及工业着色等多个领域，旗下设有香精香料事业部与色素事业部两大核心业务板块。
LITE vs SXT — 直观对比
营收规模更大
LITE
是对方的1.5倍
$435.8M
营收增速更快
LITE
高出54.4%
11.1%
净利率更高
LITE
高出1.6%
10.1%
两年增速更快
LITE
近两年复合增速
3.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $435.8M |
| 净利润 | $78.2M | $44.2M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 15.3% |
| 净利率 | 11.8% | 10.1% |
| 营收同比 | 65.5% | 11.1% |
| 净利润同比 | 228.4% | 28.2% |
| 每股收益（稀释后） | $0.89 | $1.04 |
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LITESXT
| Q1 26 | — | $435.8M | ||
| Q4 25 | $665.5M | $393.4M | ||
| Q3 25 | $533.8M | $412.1M | ||
| Q2 25 | $480.7M | $414.2M | ||
| Q1 25 | $425.2M | $392.3M | ||
| Q4 24 | $402.2M | $376.4M | ||
| Q3 24 | $336.9M | $392.6M | ||
| Q2 24 | $308.3M | $403.5M |
净利润LITESXT
| Q1 26 | — | $44.2M | ||
| Q4 25 | $78.2M | $25.5M | ||
| Q3 25 | $4.2M | $37.0M | ||
| Q2 25 | $213.3M | $37.6M | ||
| Q1 25 | $-44.1M | $34.5M | ||
| Q4 24 | $-60.9M | $30.1M | ||
| Q3 24 | $-82.4M | $32.7M | ||
| Q2 24 | $-252.5M | $30.9M |
毛利率LITESXT
| Q1 26 | — | — | ||
| Q4 25 | 36.1% | 31.4% | ||
| Q3 25 | 34.0% | 34.3% | ||
| Q2 25 | 33.3% | 34.5% | ||
| Q1 25 | 28.8% | 33.6% | ||
| Q4 24 | 24.8% | 31.7% | ||
| Q3 24 | 23.1% | 33.2% | ||
| Q2 24 | 16.6% | 32.4% |
营业利润率LITESXT
| Q1 26 | — | 15.3% | ||
| Q4 25 | 9.7% | 9.7% | ||
| Q3 25 | 1.3% | 14.0% | ||
| Q2 25 | -1.7% | 13.9% | ||
| Q1 25 | -8.9% | 13.6% | ||
| Q4 24 | -12.8% | 11.2% | ||
| Q3 24 | -24.5% | 12.9% | ||
| Q2 24 | -43.3% | 12.3% |
净利率LITESXT
| Q1 26 | — | 10.1% | ||
| Q4 25 | 11.8% | 6.5% | ||
| Q3 25 | 0.8% | 9.0% | ||
| Q2 25 | 44.4% | 9.1% | ||
| Q1 25 | -10.4% | 8.8% | ||
| Q4 24 | -15.1% | 8.0% | ||
| Q3 24 | -24.5% | 8.3% | ||
| Q2 24 | -81.9% | 7.7% |
每股收益（稀释后）LITESXT
| Q1 26 | — | $1.04 | ||
| Q4 25 | $0.89 | $0.60 | ||
| Q3 25 | $0.05 | $0.87 | ||
| Q2 25 | $3.10 | $0.88 | ||
| Q1 25 | $-0.64 | $0.81 | ||
| Q4 24 | $-0.88 | $0.71 | ||
| Q3 24 | $-1.21 | $0.77 | ||
| Q2 24 | $-3.75 | $0.73 |
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 | $38.5M |
| 总债务越低越好 | — | $767.8M |
| 股东权益账面价值 | $846.6M | $1.2B |
| 总资产 | $4.8B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资LITESXT
| Q1 26 | — | $38.5M | ||
| Q4 25 | $1.2B | $36.5M | ||
| Q3 25 | $1.1B | $42.7M | ||
| Q2 25 | $877.1M | $56.7M | ||
| Q1 25 | $866.7M | $32.6M | ||
| Q4 24 | $896.7M | $26.6M | ||
| Q3 24 | $916.1M | $37.0M | ||
| Q2 24 | $887.0M | $30.3M |
总债务LITESXT
| Q1 26 | — | $767.8M | ||
| Q4 25 | — | $709.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $613.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LITESXT
| Q1 26 | — | $1.2B | ||
| Q4 25 | $846.6M | $1.2B | ||
| Q3 25 | $780.8M | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $879.5M | $1.1B | ||
| Q4 24 | $872.3M | $1.1B | ||
| Q3 24 | $895.9M | $1.1B | ||
| Q2 24 | $957.3M | $1.1B |
总资产LITESXT
| Q1 26 | — | $2.3B | ||
| Q4 25 | $4.8B | $2.2B | ||
| Q3 25 | $4.6B | $2.2B | ||
| Q2 25 | $4.2B | $2.2B | ||
| Q1 25 | $4.0B | $2.1B | ||
| Q4 24 | $4.0B | $2.0B | ||
| Q3 24 | $4.0B | $2.0B | ||
| Q2 24 | $3.9B | $2.0B |
负债/权益比LITESXT
| Q1 26 | — | 0.63× | ||
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.58× | ||
| 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LITESXT
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $44.6M | ||
| Q3 25 | $57.9M | $44.0M | ||
| Q2 25 | $64.0M | $48.3M | ||
| Q1 25 | $-1.6M | $-9.0M | ||
| Q4 24 | $24.3M | $21.4M | ||
| Q3 24 | $39.6M | $76.8M | ||
| Q2 24 | $35.5M | $43.8M |
自由现金流LITESXT
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $12.9M | ||
| Q3 25 | $-18.3M | $24.2M | ||
| Q2 25 | $10.1M | $27.1M | ||
| Q1 25 | $-64.4M | $-25.8M | ||
| Q4 24 | $-15.9M | $-1.7M | ||
| Q3 24 | $-34.5M | $63.6M | ||
| Q2 24 | $10.9M | $32.0M |
自由现金流率LITESXT
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 3.3% | ||
| Q3 25 | -3.4% | 5.9% | ||
| Q2 25 | 2.1% | 6.5% | ||
| Q1 25 | -15.1% | -6.6% | ||
| Q4 24 | -4.0% | -0.5% | ||
| Q3 24 | -10.2% | 16.2% | ||
| Q2 24 | 3.5% | 7.9% |
资本支出强度LITESXT
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 8.0% | ||
| Q3 25 | 14.3% | 4.8% | ||
| Q2 25 | 11.2% | 5.1% | ||
| Q1 25 | 14.8% | 4.3% | ||
| Q4 24 | 10.0% | 6.1% | ||
| Q3 24 | 22.0% | 3.4% | ||
| Q2 24 | 8.0% | 2.9% |
现金转化率LITESXT
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 1.75× | ||
| Q3 25 | 13.79× | 1.19× | ||
| Q2 25 | 0.30× | 1.28× | ||
| Q1 25 | — | -0.26× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 1.42× |
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% |
SXT
暂无分部数据
