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朗美通（LITE）与Unity Software Inc.（U）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Unity Software Inc.的1.3倍（$665.5M vs $508.2M），朗美通净利率更高（11.8% vs -68.3%，领先80.0%），朗美通同比增速更快（65.5% vs 17.0%），Unity Software Inc.自由现金流更多（$66.5M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 6.4%）
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。
Unity Software Inc.是总部位于美国旧金山的游戏软件开发企业，2004年于丹麦成立时原名为Over the Edge Entertainment，2007年更为现名。公司核心产品Unity游戏引擎全球应用广泛，可用于开发各类电子游戏及其他互动应用，商业化授权服务覆盖全球客户。
LITE vs U — 直观对比
营收规模更大
LITE
是对方的1.3倍
$508.2M
营收增速更快
LITE
高出48.5%
17.0%
净利率更高
LITE
高出80.0%
-68.3%
自由现金流更多
U
多$23.4M
$43.1M
两年增速更快
LITE
近两年复合增速
6.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $508.2M |
| 净利润 | $78.2M | $-346.9M |
| 毛利率 | 36.1% | 30.8% |
| 营业利润率 | 9.7% | 0.0% |
| 净利率 | 11.8% | -68.3% |
| 营收同比 | 65.5% | 17.0% |
| 净利润同比 | 228.4% | — |
| 每股收益（稀释后） | $0.89 | $-0.80 |
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LITEU
| Q1 26 | — | $508.2M | ||
| Q4 25 | $665.5M | $503.1M | ||
| Q3 25 | $533.8M | $470.6M | ||
| Q2 25 | $480.7M | $440.9M | ||
| Q1 25 | $425.2M | $435.0M | ||
| Q4 24 | $402.2M | $457.1M | ||
| Q3 24 | $336.9M | $446.5M | ||
| Q2 24 | $308.3M | $449.3M |
净利润LITEU
| Q1 26 | — | $-346.9M | ||
| Q4 25 | $78.2M | $-90.0M | ||
| Q3 25 | $4.2M | $-126.4M | ||
| Q2 25 | $213.3M | $-108.8M | ||
| Q1 25 | $-44.1M | $-77.6M | ||
| Q4 24 | $-60.9M | $-122.7M | ||
| Q3 24 | $-82.4M | $-124.7M | ||
| Q2 24 | $-252.5M | $-125.6M |
毛利率LITEU
| Q1 26 | — | 30.8% | ||
| Q4 25 | 36.1% | 74.3% | ||
| Q3 25 | 34.0% | 74.4% | ||
| Q2 25 | 33.3% | 74.1% | ||
| Q1 25 | 28.8% | 73.8% | ||
| Q4 24 | 24.8% | 74.7% | ||
| Q3 24 | 23.1% | 74.9% | ||
| Q2 24 | 16.6% | 75.8% |
营业利润率LITEU
| Q1 26 | — | 0.0% | ||
| Q4 25 | 9.7% | -21.2% | ||
| Q3 25 | 1.3% | -26.7% | ||
| Q2 25 | -1.7% | -26.9% | ||
| Q1 25 | -8.9% | -29.4% | ||
| Q4 24 | -12.8% | -27.1% | ||
| Q3 24 | -24.5% | -28.5% | ||
| Q2 24 | -43.3% | -28.8% |
净利率LITEU
| Q1 26 | — | -68.3% | ||
| Q4 25 | 11.8% | -17.9% | ||
| Q3 25 | 0.8% | -26.9% | ||
| Q2 25 | 44.4% | -24.7% | ||
| Q1 25 | -10.4% | -17.8% | ||
| Q4 24 | -15.1% | -26.8% | ||
| Q3 24 | -24.5% | -27.9% | ||
| Q2 24 | -81.9% | -28.0% |
每股收益（稀释后）LITEU
| Q1 26 | — | $-0.80 | ||
| Q4 25 | $0.89 | $-0.21 | ||
| Q3 25 | $0.05 | $-0.30 | ||
| Q2 25 | $3.10 | $-0.26 | ||
| Q1 25 | $-0.64 | $-0.19 | ||
| Q4 24 | $-0.88 | $-0.30 | ||
| Q3 24 | $-1.21 | $-0.31 | ||
| Q2 24 | $-3.75 | $-0.32 |
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 | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $3.0B |
| 总资产 | $4.8B | $6.5B |
| 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LITEU
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $877.1M | $1.7B | ||
| Q1 25 | $866.7M | $1.5B | ||
| Q4 24 | $896.7M | $1.5B | ||
| Q3 24 | $916.1M | $1.4B | ||
| Q2 24 | $887.0M | $1.3B |
股东权益LITEU
| Q1 26 | — | $3.0B | ||
| Q4 25 | $846.6M | $3.2B | ||
| Q3 25 | $780.8M | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $879.5M | $3.2B | ||
| Q4 24 | $872.3M | $3.2B | ||
| Q3 24 | $895.9M | $3.2B | ||
| Q2 24 | $957.3M | $3.2B |
总资产LITEU
| Q1 26 | — | $6.5B | ||
| Q4 25 | $4.8B | $6.8B | ||
| Q3 25 | $4.6B | $6.8B | ||
| Q2 25 | $4.2B | $6.7B | ||
| Q1 25 | $4.0B | $6.6B | ||
| Q4 24 | $4.0B | $6.7B | ||
| Q3 24 | $4.0B | $6.7B | ||
| Q2 24 | $3.9B | $6.7B |
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 | $71.3M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $66.5M |
| 自由现金流率自由现金流/营收 | 6.5% | 13.1% |
| 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 | $463.1M |
8季度趋势，按日历期对齐
经营现金流LITEU
| Q1 26 | — | $71.3M | ||
| Q4 25 | $126.7M | $121.4M | ||
| Q3 25 | $57.9M | $155.4M | ||
| Q2 25 | $64.0M | $133.1M | ||
| Q1 25 | $-1.6M | $13.0M | ||
| Q4 24 | $24.3M | $112.2M | ||
| Q3 24 | $39.6M | $122.4M | ||
| Q2 24 | $35.5M | $88.4M |
自由现金流LITEU
| Q1 26 | — | $66.5M | ||
| Q4 25 | $43.1M | $118.7M | ||
| Q3 25 | $-18.3M | $151.3M | ||
| Q2 25 | $10.1M | $126.7M | ||
| Q1 25 | $-64.4M | $7.3M | ||
| Q4 24 | $-15.9M | $105.8M | ||
| Q3 24 | $-34.5M | $115.2M | ||
| Q2 24 | $10.9M | $79.6M |
自由现金流率LITEU
| Q1 26 | — | 13.1% | ||
| Q4 25 | 6.5% | 23.6% | ||
| Q3 25 | -3.4% | 32.1% | ||
| Q2 25 | 2.1% | 28.7% | ||
| Q1 25 | -15.1% | 1.7% | ||
| Q4 24 | -4.0% | 23.1% | ||
| Q3 24 | -10.2% | 25.8% | ||
| Q2 24 | 3.5% | 17.7% |
资本支出强度LITEU
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 0.5% | ||
| Q3 25 | 14.3% | 0.9% | ||
| Q2 25 | 11.2% | 1.5% | ||
| Q1 25 | 14.8% | 1.3% | ||
| Q4 24 | 10.0% | 1.4% | ||
| Q3 24 | 22.0% | 1.6% | ||
| Q2 24 | 8.0% | 2.0% |
现金转化率LITEU
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
U
| Strategic | $432.4M | 85% |
| Other | $75.8M | 15% |
