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朗美通（LITE）与Utz Brands, Inc.（UTZ）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Utz Brands, Inc.的2.0倍（$665.5M vs $341.0M），朗美通净利率更高（11.8% vs 0.7%，领先11.1%），朗美通同比增速更快（65.5% vs -3.1%），朗美通自由现金流更多（$43.1M vs $16.5M），过去两年朗美通的营收复合增速更高（34.8% vs -1.5%）
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。
Utz Brands, Inc.常简称为Utz，是总部位于美国宾夕法尼亚州汉诺威的休闲食品企业。该公司主打生产薯片、碱水脆饼等多种休闲食品，大部分产品以旗下品牌矩阵发售，同时也为仓储式会员店和批发商供应休闲零食。
LITE vs UTZ — 直观对比
营收规模更大
LITE
是对方的2.0倍
$341.0M
营收增速更快
LITE
高出68.6%
-3.1%
净利率更高
LITE
高出11.1%
0.7%
自由现金流更多
LITE
多$26.6M
$16.5M
两年增速更快
LITE
近两年复合增速
-1.5%
损益表 — Q2 FY2026 vs Q4 FY2024
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $341.0M |
| 净利润 | $78.2M | $2.3M |
| 毛利率 | 36.1% | 25.5% |
| 营业利润率 | 9.7% | 2.1% |
| 净利率 | 11.8% | 0.7% |
| 营收同比 | 65.5% | -3.1% |
| 净利润同比 | 228.4% | 108.3% |
| 每股收益（稀释后） | $0.89 | $0.04 |
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LITEUTZ
| Q4 25 | $665.5M | — | ||
| Q3 25 | $533.8M | — | ||
| Q2 25 | $480.7M | — | ||
| Q1 25 | $425.2M | — | ||
| Q4 24 | $402.2M | $341.0M | ||
| Q3 24 | $336.9M | $365.5M | ||
| Q2 24 | $308.3M | $356.2M | ||
| Q1 24 | $366.5M | $346.5M |
净利润LITEUTZ
| Q4 25 | $78.2M | — | ||
| Q3 25 | $4.2M | — | ||
| Q2 25 | $213.3M | — | ||
| Q1 25 | $-44.1M | — | ||
| Q4 24 | $-60.9M | $2.3M | ||
| Q3 24 | $-82.4M | $-2.2M | ||
| Q2 24 | $-252.5M | $19.8M | ||
| Q1 24 | $-127.0M | $-4.0M |
毛利率LITEUTZ
| Q4 25 | 36.1% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 28.8% | — | ||
| Q4 24 | 24.8% | 25.5% | ||
| Q3 24 | 23.1% | 26.9% | ||
| Q2 24 | 16.6% | 26.7% | ||
| Q1 24 | 16.2% | 25.5% |
营业利润率LITEUTZ
| Q4 25 | 9.7% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -8.9% | — | ||
| Q4 24 | -12.8% | 2.1% | ||
| Q3 24 | -24.5% | 5.3% | ||
| Q2 24 | -43.3% | 6.3% | ||
| Q1 24 | -31.3% | 2.8% |
净利率LITEUTZ
| Q4 25 | 11.8% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 44.4% | — | ||
| Q1 25 | -10.4% | — | ||
| Q4 24 | -15.1% | 0.7% | ||
| Q3 24 | -24.5% | -0.6% | ||
| Q2 24 | -81.9% | 5.6% | ||
| Q1 24 | -34.7% | -1.2% |
每股收益（稀释后）LITEUTZ
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $3.10 | — | ||
| Q1 25 | $-0.64 | — | ||
| Q4 24 | $-0.88 | $0.04 | ||
| Q3 24 | $-1.21 | $-0.03 | ||
| Q2 24 | $-3.75 | $0.23 | ||
| Q1 24 | $-1.88 | $-0.05 |
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 | $56.1M |
| 总债务越低越好 | — | $768.6M |
| 股东权益账面价值 | $846.6M | $696.9M |
| 总资产 | $4.8B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资LITEUTZ
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $877.1M | — | ||
| Q1 25 | $866.7M | — | ||
| Q4 24 | $896.7M | $56.1M | ||
| Q3 24 | $916.1M | $64.9M | ||
| Q2 24 | $887.0M | $66.6M | ||
| Q1 24 | $870.9M | $47.0M |
总债务LITEUTZ
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $768.6M | ||
| Q3 24 | — | $780.8M | ||
| Q2 24 | — | $797.6M | ||
| Q1 24 | — | $756.9M |
股东权益LITEUTZ
| Q4 25 | $846.6M | — | ||
| Q3 25 | $780.8M | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $879.5M | — | ||
| Q4 24 | $872.3M | $696.9M | ||
| Q3 24 | $895.9M | $685.7M | ||
| Q2 24 | $957.3M | $686.0M | ||
| Q1 24 | $1.2B | $671.1M |
总资产LITEUTZ
| Q4 25 | $4.8B | — | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $4.0B | $2.7B | ||
| Q3 24 | $4.0B | $2.6B | ||
| Q2 24 | $3.9B | $2.7B | ||
| Q1 24 | $4.2B | $2.6B |
负债/权益比LITEUTZ
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.16× | ||
| Q1 24 | — | 1.13× |
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 | $54.2M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $16.5M |
| 自由现金流率自由现金流/营收 | 6.5% | 4.8% |
| 资本支出强度资本支出/营收 | 12.6% | 11.1% |
| 现金转化率经营现金流/净利润 | 1.62× | 23.67× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $7.6M |
8季度趋势，按日历期对齐
经营现金流LITEUTZ
| Q4 25 | $126.7M | — | ||
| Q3 25 | $57.9M | — | ||
| Q2 25 | $64.0M | — | ||
| Q1 25 | $-1.6M | — | ||
| Q4 24 | $24.3M | $54.2M | ||
| Q3 24 | $39.6M | $52.2M | ||
| Q2 24 | $35.5M | $8.9M | ||
| Q1 24 | $-7.0M | $-9.1M |
自由现金流LITEUTZ
| Q4 25 | $43.1M | — | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $-64.4M | — | ||
| Q4 24 | $-15.9M | $16.5M | ||
| Q3 24 | $-34.5M | $29.1M | ||
| Q2 24 | $10.9M | $-15.3M | ||
| Q1 24 | $-26.6M | $-22.7M |
自由现金流率LITEUTZ
| Q4 25 | 6.5% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -15.1% | — | ||
| Q4 24 | -4.0% | 4.8% | ||
| Q3 24 | -10.2% | 8.0% | ||
| Q2 24 | 3.5% | -4.3% | ||
| Q1 24 | -7.3% | -6.5% |
资本支出强度LITEUTZ
| Q4 25 | 12.6% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 10.0% | 11.1% | ||
| Q3 24 | 22.0% | 6.3% | ||
| Q2 24 | 8.0% | 6.8% | ||
| Q1 24 | 5.3% | 3.9% |
现金转化率LITEUTZ
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 23.67× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.45× | ||
| 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% |
UTZ
暂无分部数据
