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朗美通（LITE）与Vestis Corp（VSTS）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Vestis Corp的1.0倍（$665.5M vs $663.4M），朗美通净利率更高（11.8% vs -1.0%，领先12.7%），朗美通同比增速更快（65.5% vs -3.0%），朗美通自由现金流更多（$43.1M vs $28.3M），过去两年朗美通的营收复合增速更高（34.8% vs -3.0%）
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。
Vestis Corp是北美领先的工作制服、安全防护服饰及配套设施服务供应商，服务覆盖医疗、制造、零售、餐饮住宿、公共服务等多个领域，为企业客户提供定制化的制服租赁、清洁与日常维护解决方案。
LITE vs VSTS — 直观对比
营收规模更大
LITE
是对方的1.0倍
$663.4M
营收增速更快
LITE
高出68.4%
-3.0%
净利率更高
LITE
高出12.7%
-1.0%
自由现金流更多
LITE
多$14.8M
$28.3M
两年增速更快
LITE
近两年复合增速
-3.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $663.4M |
| 净利润 | $78.2M | $-6.4M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 2.5% |
| 净利率 | 11.8% | -1.0% |
| 营收同比 | 65.5% | -3.0% |
| 净利润同比 | 228.4% | -868.1% |
| 每股收益（稀释后） | $0.89 | $-0.05 |
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LITEVSTS
| Q1 26 | — | $663.4M | ||
| Q4 25 | $665.5M | $712.0M | ||
| Q3 25 | $533.8M | — | ||
| Q2 25 | $480.7M | $673.8M | ||
| Q1 25 | $425.2M | $665.2M | ||
| Q4 24 | $402.2M | $683.8M | ||
| Q3 24 | $336.9M | $684.3M | ||
| Q2 24 | $308.3M | $698.2M |
净利润LITEVSTS
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $78.2M | $-12.5M | ||
| Q3 25 | $4.2M | — | ||
| Q2 25 | $213.3M | $-676.0K | ||
| Q1 25 | $-44.1M | $-27.8M | ||
| Q4 24 | $-60.9M | $832.0K | ||
| Q3 24 | $-82.4M | $-2.3M | ||
| Q2 24 | $-252.5M | $5.0M |
毛利率LITEVSTS
| 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LITEVSTS
| Q1 26 | — | 2.5% | ||
| Q4 25 | 9.7% | 2.5% | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | -1.7% | 3.7% | ||
| Q1 25 | -8.9% | -1.3% | ||
| Q4 24 | -12.8% | 4.4% | ||
| Q3 24 | -24.5% | 4.4% | ||
| Q2 24 | -43.3% | 5.4% |
净利率LITEVSTS
| Q1 26 | — | -1.0% | ||
| Q4 25 | 11.8% | -1.8% | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 44.4% | -0.1% | ||
| Q1 25 | -10.4% | -4.2% | ||
| Q4 24 | -15.1% | 0.1% | ||
| Q3 24 | -24.5% | -0.3% | ||
| Q2 24 | -81.9% | 0.7% |
每股收益（稀释后）LITEVSTS
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $0.89 | $-0.10 | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $3.10 | $-0.01 | ||
| Q1 25 | $-0.64 | $-0.21 | ||
| Q4 24 | $-0.88 | $0.01 | ||
| Q3 24 | $-1.21 | $-0.02 | ||
| Q2 24 | $-3.75 | $0.04 |
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 | $41.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $864.4M |
| 总资产 | $4.8B | $2.9B |
| 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LITEVSTS
| Q1 26 | — | $41.5M | ||
| Q4 25 | $1.2B | $29.7M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $877.1M | $23.7M | ||
| Q1 25 | $866.7M | $28.8M | ||
| Q4 24 | $896.7M | $18.6M | ||
| Q3 24 | $916.1M | $31.0M | ||
| Q2 24 | $887.0M | $29.1M |
总债务LITEVSTS
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — |
股东权益LITEVSTS
| Q1 26 | — | $864.4M | ||
| Q4 25 | $846.6M | $865.6M | ||
| Q3 25 | $780.8M | — | ||
| Q2 25 | $1.1B | $882.2M | ||
| Q1 25 | $879.5M | $876.3M | ||
| Q4 24 | $872.3M | $899.6M | ||
| Q3 24 | $895.9M | $903.1M | ||
| Q2 24 | $957.3M | $901.2M |
总资产LITEVSTS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $4.8B | $2.9B | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.2B | $2.9B | ||
| Q1 25 | $4.0B | $2.9B | ||
| Q4 24 | $4.0B | $2.9B | ||
| Q3 24 | $4.0B | $2.9B | ||
| Q2 24 | $3.9B | $3.1B |
负债/权益比LITEVSTS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.35× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.29× | ||
| 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 | $37.7M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $28.3M |
| 自由现金流率自由现金流/营收 | 6.5% | 4.3% |
| 资本支出强度资本支出/营收 | 12.6% | 1.4% |
| 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 | $45.0M |
8季度趋势，按日历期对齐
经营现金流LITEVSTS
| Q1 26 | — | $37.7M | ||
| Q4 25 | $126.7M | $30.9M | ||
| Q3 25 | $57.9M | — | ||
| Q2 25 | $64.0M | $22.9M | ||
| Q1 25 | $-1.6M | $6.7M | ||
| Q4 24 | $24.3M | $3.8M | ||
| Q3 24 | $39.6M | $295.6M | ||
| Q2 24 | $35.5M | $48.7M |
自由现金流LITEVSTS
| Q1 26 | — | $28.3M | ||
| Q4 25 | $43.1M | $15.6M | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | $8.0M | ||
| Q1 25 | $-64.4M | $-6.9M | ||
| Q4 24 | $-15.9M | $-11.0M | ||
| Q3 24 | $-34.5M | $267.5M | ||
| Q2 24 | $10.9M | $27.7M |
自由现金流率LITEVSTS
| Q1 26 | — | 4.3% | ||
| Q4 25 | 6.5% | 2.2% | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | 1.2% | ||
| Q1 25 | -15.1% | -1.0% | ||
| Q4 24 | -4.0% | -1.6% | ||
| Q3 24 | -10.2% | 39.1% | ||
| Q2 24 | 3.5% | 4.0% |
资本支出强度LITEVSTS
| Q1 26 | — | 1.4% | ||
| Q4 25 | 12.6% | 2.2% | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 11.2% | 2.2% | ||
| Q1 25 | 14.8% | 2.0% | ||
| Q4 24 | 10.0% | 2.2% | ||
| Q3 24 | 22.0% | 4.1% | ||
| Q2 24 | 8.0% | 3.0% |
现金转化率LITEVSTS
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 9.66× |
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% |
VSTS
| Workplace Supplies | $375.2M | 57% |
| Uniforms | $227.7M | 34% |
| Other | $60.5M | 9% |
