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朗美通（LITE）与WERNER ENTERPRISES INC（WERN）财务数据对比。点击上方公司名可切换其他公司
WERNER ENTERPRISES INC的季度营收约是朗美通的1.2倍（$808.6M vs $665.5M），朗美通净利率更高（11.8% vs -0.5%，领先12.3%），朗美通同比增速更快（65.5% vs 13.6%），过去两年朗美通的营收复合增速更高（34.8% vs 4.3%）
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。
沃纳企业是美国知名运输物流服务商，业务覆盖美国、墨西哥与加拿大市场。2023年该公司营收达32.8亿美元，旗下员工及签约承包商总规模超1.4万人，在北美跨境物流、干线运输领域具备成熟的服务能力与行业影响力。
LITE vs WERN — 直观对比
营收规模更大
WERN
是对方的1.2倍
$665.5M
营收增速更快
LITE
高出51.9%
13.6%
净利率更高
LITE
高出12.3%
-0.5%
两年增速更快
LITE
近两年复合增速
4.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $808.6M |
| 净利润 | $78.2M | $-4.3M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 75.5% |
| 净利率 | 11.8% | -0.5% |
| 营收同比 | 65.5% | 13.6% |
| 净利润同比 | 228.4% | 57.8% |
| 每股收益（稀释后） | $0.89 | $-0.07 |
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LITEWERN
| Q1 26 | — | $808.6M | ||
| Q4 25 | $665.5M | $719.9M | ||
| Q3 25 | $533.8M | $752.2M | ||
| Q2 25 | $480.7M | $734.1M | ||
| Q1 25 | $425.2M | $693.4M | ||
| Q4 24 | $402.2M | $736.6M | ||
| Q3 24 | $336.9M | $726.3M | ||
| Q2 24 | $308.3M | $742.7M |
净利润LITEWERN
| Q1 26 | — | $-4.3M | ||
| Q4 25 | $78.2M | $-27.8M | ||
| Q3 25 | $4.2M | $-20.6M | ||
| Q2 25 | $213.3M | $44.1M | ||
| Q1 25 | $-44.1M | $-10.1M | ||
| Q4 24 | $-60.9M | $11.9M | ||
| Q3 24 | $-82.4M | $6.6M | ||
| Q2 24 | $-252.5M | $9.5M |
毛利率LITEWERN
| 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LITEWERN
| Q1 26 | — | 75.5% | ||
| Q4 25 | 9.7% | -5.0% | ||
| Q3 25 | 1.3% | -1.7% | ||
| Q2 25 | -1.7% | 9.0% | ||
| Q1 25 | -8.9% | -0.8% | ||
| Q4 24 | -12.8% | 1.8% | ||
| Q3 24 | -24.5% | 2.4% | ||
| Q2 24 | -43.3% | 2.6% |
净利率LITEWERN
| Q1 26 | — | -0.5% | ||
| Q4 25 | 11.8% | -3.9% | ||
| Q3 25 | 0.8% | -2.7% | ||
| Q2 25 | 44.4% | 6.0% | ||
| Q1 25 | -10.4% | -1.5% | ||
| Q4 24 | -15.1% | 1.6% | ||
| Q3 24 | -24.5% | 0.9% | ||
| Q2 24 | -81.9% | 1.3% |
每股收益（稀释后）LITEWERN
| Q1 26 | — | $-0.07 | ||
| Q4 25 | $0.89 | $-0.46 | ||
| Q3 25 | $0.05 | $-0.34 | ||
| Q2 25 | $3.10 | $0.72 | ||
| Q1 25 | $-0.64 | $-0.16 | ||
| Q4 24 | $-0.88 | $0.19 | ||
| Q3 24 | $-1.21 | $0.11 | ||
| Q2 24 | $-3.75 | $0.15 |
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 | $61.5M |
| 总债务越低越好 | — | $878.2M |
| 股东权益账面价值 | $846.6M | $1.4B |
| 总资产 | $4.8B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资LITEWERN
| Q1 26 | — | $61.5M | ||
| Q4 25 | $1.2B | $59.9M | ||
| Q3 25 | $1.1B | $51.0M | ||
| Q2 25 | $877.1M | $51.4M | ||
| Q1 25 | $866.7M | $52.0M | ||
| Q4 24 | $896.7M | $40.8M | ||
| Q3 24 | $916.1M | $54.7M | ||
| Q2 24 | $887.0M | $70.4M |
总债务LITEWERN
| Q1 26 | — | $878.2M | ||
| Q4 25 | — | $752.0M | ||
| Q3 25 | — | $725.0M | ||
| Q2 25 | — | $725.0M | ||
| Q1 25 | — | $640.0M | ||
| Q4 24 | — | $650.0M | ||
| Q3 24 | — | $690.0M | ||
| Q2 24 | — | $670.0M |
股东权益LITEWERN
| Q1 26 | — | $1.4B | ||
| Q4 25 | $846.6M | $1.4B | ||
| Q3 25 | $780.8M | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $879.5M | $1.4B | ||
| Q4 24 | $872.3M | $1.5B | ||
| Q3 24 | $895.9M | $1.4B | ||
| Q2 24 | $957.3M | $1.5B |
总资产LITEWERN
| Q1 26 | — | $3.3B | ||
| Q4 25 | $4.8B | $2.9B | ||
| Q3 25 | $4.6B | $3.0B | ||
| Q2 25 | $4.2B | $2.9B | ||
| Q1 25 | $4.0B | $3.0B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $4.0B | $3.1B | ||
| Q2 24 | $3.9B | $3.1B |
负债/权益比LITEWERN
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.55× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.46× |
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% | 0.2% |
| 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LITEWERN
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $62.3M | ||
| Q3 25 | $57.9M | $44.1M | ||
| Q2 25 | $64.0M | $46.0M | ||
| Q1 25 | $-1.6M | $29.4M | ||
| Q4 24 | $24.3M | $71.0M | ||
| Q3 24 | $39.6M | $61.0M | ||
| Q2 24 | $35.5M | $109.1M |
自由现金流LITEWERN
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $-23.5M | ||
| Q3 25 | $-18.3M | $-8.6M | ||
| Q2 25 | $10.1M | $-42.3M | ||
| Q1 25 | $-64.4M | $5.9M | ||
| Q4 24 | $-15.9M | $-9.8M | ||
| Q3 24 | $-34.5M | $-73.4M | ||
| Q2 24 | $10.9M | $-31.2M |
自由现金流率LITEWERN
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | -3.3% | ||
| Q3 25 | -3.4% | -1.1% | ||
| Q2 25 | 2.1% | -5.8% | ||
| Q1 25 | -15.1% | 0.8% | ||
| Q4 24 | -4.0% | -1.3% | ||
| Q3 24 | -10.2% | -10.1% | ||
| Q2 24 | 3.5% | -4.2% |
资本支出强度LITEWERN
| Q1 26 | — | 0.2% | ||
| Q4 25 | 12.6% | 11.9% | ||
| Q3 25 | 14.3% | 7.0% | ||
| Q2 25 | 11.2% | 12.0% | ||
| Q1 25 | 14.8% | 3.4% | ||
| Q4 24 | 10.0% | 11.0% | ||
| Q3 24 | 22.0% | 18.5% | ||
| Q2 24 | 8.0% | 18.9% |
现金转化率LITEWERN
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | 1.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.97× | ||
| Q3 24 | — | 9.30× | ||
| Q2 24 | — | 11.52× |
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% |
WERN
暂无分部数据
