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朗美通（LITE）与Walker & Dunlop, Inc.（WD）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Walker & Dunlop, Inc.的2.0倍（$665.5M vs $340.0M），朗美通净利率更高（11.8% vs -12.9%，领先24.7%），朗美通同比增速更快（65.5% vs -0.4%），朗美通自由现金流更多（$43.1M vs $-680.1M），过去两年朗美通的营收复合增速更高（34.8% vs 22.1%）
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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
LITE vs WD — 直观对比
营收规模更大
LITE
是对方的2.0倍
$340.0M
营收增速更快
LITE
高出65.9%
-0.4%
净利率更高
LITE
高出24.7%
-12.9%
自由现金流更多
LITE
多$723.2M
$-680.1M
两年增速更快
LITE
近两年复合增速
22.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $340.0M |
| 净利润 | $78.2M | $-13.9M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | -17.2% |
| 净利率 | 11.8% | -12.9% |
| 营收同比 | 65.5% | -0.4% |
| 净利润同比 | 228.4% | -131.0% |
| 每股收益（稀释后） | $0.89 | $-0.41 |
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LITEWD
| Q4 25 | $665.5M | $340.0M | ||
| Q3 25 | $533.8M | $337.7M | ||
| Q2 25 | $480.7M | $319.2M | ||
| Q1 25 | $425.2M | $237.4M | ||
| Q4 24 | $402.2M | $341.5M | ||
| Q3 24 | $336.9M | $292.3M | ||
| Q2 24 | $308.3M | $270.7M | ||
| Q1 24 | $366.5M | $228.1M |
净利润LITEWD
| Q4 25 | $78.2M | $-13.9M | ||
| Q3 25 | $4.2M | $33.5M | ||
| Q2 25 | $213.3M | $34.0M | ||
| Q1 25 | $-44.1M | $2.8M | ||
| Q4 24 | $-60.9M | $44.8M | ||
| Q3 24 | $-82.4M | $28.8M | ||
| Q2 24 | $-252.5M | $22.7M | ||
| Q1 24 | $-127.0M | $11.9M |
毛利率LITEWD
| 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LITEWD
| Q4 25 | 9.7% | -17.2% | ||
| Q3 25 | 1.3% | 13.6% | ||
| Q2 25 | -1.7% | 14.5% | ||
| Q1 25 | -8.9% | 2.2% | ||
| Q4 24 | -12.8% | 15.3% | ||
| Q3 24 | -24.5% | 12.8% | ||
| Q2 24 | -43.3% | 10.4% | ||
| Q1 24 | -31.3% | 6.0% |
净利率LITEWD
| Q4 25 | 11.8% | -12.9% | ||
| Q3 25 | 0.8% | 9.9% | ||
| Q2 25 | 44.4% | 10.6% | ||
| Q1 25 | -10.4% | 1.2% | ||
| Q4 24 | -15.1% | 13.1% | ||
| Q3 24 | -24.5% | 9.9% | ||
| Q2 24 | -81.9% | 8.4% | ||
| Q1 24 | -34.7% | 5.2% |
每股收益（稀释后）LITEWD
| Q4 25 | $0.89 | $-0.41 | ||
| Q3 25 | $0.05 | $0.98 | ||
| Q2 25 | $3.10 | $0.99 | ||
| Q1 25 | $-0.64 | $0.08 | ||
| Q4 24 | $-0.88 | $1.32 | ||
| Q3 24 | $-1.21 | $0.85 | ||
| Q2 24 | $-3.75 | $0.67 | ||
| Q1 24 | $-1.88 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $1.7B |
| 总资产 | $4.8B | $5.1B |
| 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LITEWD
| Q4 25 | $1.2B | $299.3M | ||
| Q3 25 | $1.1B | $274.8M | ||
| Q2 25 | $877.1M | $233.7M | ||
| Q1 25 | $866.7M | $181.0M | ||
| Q4 24 | $896.7M | $279.3M | ||
| Q3 24 | $916.1M | $179.8M | ||
| Q2 24 | $887.0M | $208.1M | ||
| Q1 24 | $870.9M | $216.5M |
股东权益LITEWD
| Q4 25 | $846.6M | $1.7B | ||
| Q3 25 | $780.8M | $1.8B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $879.5M | $1.7B | ||
| Q4 24 | $872.3M | $1.7B | ||
| Q3 24 | $895.9M | $1.7B | ||
| Q2 24 | $957.3M | $1.7B | ||
| Q1 24 | $1.2B | $1.7B |
总资产LITEWD
| Q4 25 | $4.8B | $5.1B | ||
| Q3 25 | $4.6B | $5.8B | ||
| Q2 25 | $4.2B | $4.7B | ||
| Q1 25 | $4.0B | $4.5B | ||
| Q4 24 | $4.0B | $4.4B | ||
| Q3 24 | $4.0B | $4.6B | ||
| Q2 24 | $3.9B | $4.2B | ||
| Q1 24 | $4.2B | $3.8B |
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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $-680.1M |
| 自由现金流率自由现金流/营收 | 6.5% | -200.0% |
| 资本支出强度资本支出/营收 | 12.6% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流LITEWD
| Q4 25 | $126.7M | $-664.3M | ||
| Q3 25 | $57.9M | $-948.1M | ||
| Q2 25 | $64.0M | $-238.5M | ||
| Q1 25 | $-1.6M | $-281.1M | ||
| Q4 24 | $24.3M | $129.4M | ||
| Q3 24 | $39.6M | $-202.0M | ||
| Q2 24 | $35.5M | $-237.8M | ||
| Q1 24 | $-7.0M | $38.4M |
自由现金流LITEWD
| Q4 25 | $43.1M | $-680.1M | ||
| Q3 25 | $-18.3M | $-950.4M | ||
| Q2 25 | $10.1M | $-241.0M | ||
| Q1 25 | $-64.4M | $-284.7M | ||
| Q4 24 | $-15.9M | $116.4M | ||
| Q3 24 | $-34.5M | $-204.0M | ||
| Q2 24 | $10.9M | $-241.7M | ||
| Q1 24 | $-26.6M | $35.2M |
自由现金流率LITEWD
| Q4 25 | 6.5% | -200.0% | ||
| Q3 25 | -3.4% | -281.5% | ||
| Q2 25 | 2.1% | -75.5% | ||
| Q1 25 | -15.1% | -120.0% | ||
| Q4 24 | -4.0% | 34.1% | ||
| Q3 24 | -10.2% | -69.8% | ||
| Q2 24 | 3.5% | -89.3% | ||
| Q1 24 | -7.3% | 15.4% |
资本支出强度LITEWD
| Q4 25 | 12.6% | 4.6% | ||
| Q3 25 | 14.3% | 0.7% | ||
| Q2 25 | 11.2% | 0.8% | ||
| Q1 25 | 14.8% | 1.5% | ||
| Q4 24 | 10.0% | 3.8% | ||
| Q3 24 | 22.0% | 0.7% | ||
| Q2 24 | 8.0% | 1.4% | ||
| Q1 24 | 5.3% | 1.4% |
现金转化率LITEWD
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | -28.34× | ||
| Q2 25 | 0.30× | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | — | -10.49× | ||
| Q1 24 | — | 3.24× |
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% |
WD
暂无分部数据
