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朗美通（LITE）与Westrock Coffee Co（WEST）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Westrock Coffee Co的2.0倍（$665.5M vs $339.5M），朗美通净利率更高（11.8% vs -6.6%，领先18.4%），朗美通同比增速更快（65.5% vs 48.3%），朗美通自由现金流更多（$43.1M vs $27.8M），过去两年朗美通的营收复合增速更高（34.8% vs 32.8%）
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。
Westrock Coffee Co是一家全球化综合咖啡及饮品解决方案供应商，业务覆盖咖啡、茶与功能性饮品的采购、烘焙、生产及分销，为北美及全球其他区域的零售、餐饮和商业客户提供定制化产品及配套服务。
LITE vs WEST — 直观对比
营收规模更大
LITE
是对方的2.0倍
$339.5M
营收增速更快
LITE
高出17.2%
48.3%
净利率更高
LITE
高出18.4%
-6.6%
自由现金流更多
LITE
多$15.3M
$27.8M
两年增速更快
LITE
近两年复合增速
32.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $339.5M |
| 净利润 | $78.2M | $-22.6M |
| 毛利率 | 36.1% | 11.5% |
| 营业利润率 | 9.7% | -2.6% |
| 净利率 | 11.8% | -6.6% |
| 营收同比 | 65.5% | 48.3% |
| 净利润同比 | 228.4% | 8.3% |
| 每股收益（稀释后） | $0.89 | $-0.22 |
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LITEWEST
| Q4 25 | $665.5M | $339.5M | ||
| Q3 25 | $533.8M | $354.8M | ||
| Q2 25 | $480.7M | $280.9M | ||
| Q1 25 | $425.2M | $213.8M | ||
| Q4 24 | $402.2M | $229.0M | ||
| Q3 24 | $336.9M | $220.9M | ||
| Q2 24 | $308.3M | $208.4M | ||
| Q1 24 | $366.5M | $192.5M |
净利润LITEWEST
| Q4 25 | $78.2M | $-22.6M | ||
| Q3 25 | $4.2M | $-19.1M | ||
| Q2 25 | $213.3M | $-21.6M | ||
| Q1 25 | $-44.1M | $-27.2M | ||
| Q4 24 | $-60.9M | $-24.6M | ||
| Q3 24 | $-82.4M | $-14.3M | ||
| Q2 24 | $-252.5M | $-17.8M | ||
| Q1 24 | $-127.0M | $-23.7M |
毛利率LITEWEST
| Q4 25 | 36.1% | 11.5% | ||
| Q3 25 | 34.0% | 11.7% | ||
| Q2 25 | 33.3% | 14.7% | ||
| Q1 25 | 28.8% | 13.6% | ||
| Q4 24 | 24.8% | 16.6% | ||
| Q3 24 | 23.1% | 16.8% | ||
| Q2 24 | 16.6% | 19.9% | ||
| Q1 24 | 16.2% | 19.4% |
营业利润率LITEWEST
| Q4 25 | 9.7% | -2.6% | ||
| Q3 25 | 1.3% | -2.4% | ||
| Q2 25 | -1.7% | -5.3% | ||
| Q1 25 | -8.9% | -6.1% | ||
| Q4 24 | -12.8% | -4.3% | ||
| Q3 24 | -24.5% | -5.8% | ||
| Q2 24 | -43.3% | -7.9% | ||
| Q1 24 | -31.3% | -5.3% |
净利率LITEWEST
| Q4 25 | 11.8% | -6.6% | ||
| Q3 25 | 0.8% | -5.4% | ||
| Q2 25 | 44.4% | -7.7% | ||
| Q1 25 | -10.4% | -12.7% | ||
| Q4 24 | -15.1% | -10.7% | ||
| Q3 24 | -24.5% | -6.5% | ||
| Q2 24 | -81.9% | -8.5% | ||
| Q1 24 | -34.7% | -12.3% |
每股收益（稀释后）LITEWEST
| Q4 25 | $0.89 | $-0.22 | ||
| Q3 25 | $0.05 | $-0.20 | ||
| Q2 25 | $3.10 | $-0.23 | ||
| Q1 25 | $-0.64 | $-0.29 | ||
| Q4 24 | $-0.88 | $-0.26 | ||
| Q3 24 | $-1.21 | $-0.16 | ||
| Q2 24 | $-3.75 | $-0.20 | ||
| Q1 24 | $-1.88 | $-0.27 |
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 | $49.9M |
| 总债务越低越好 | — | $444.1M |
| 股东权益账面价值 | $846.6M | $-1.9M |
| 总资产 | $4.8B | $1.2B |
| 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LITEWEST
| Q4 25 | $1.2B | $49.9M | ||
| Q3 25 | $1.1B | $34.0M | ||
| Q2 25 | $877.1M | $44.0M | ||
| Q1 25 | $866.7M | $33.1M | ||
| Q4 24 | $896.7M | $26.2M | ||
| Q3 24 | $916.1M | $22.4M | ||
| Q2 24 | $887.0M | $24.3M | ||
| Q1 24 | $870.9M | $12.6M |
总债务LITEWEST
| Q4 25 | — | $444.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $393.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LITEWEST
| Q4 25 | $846.6M | $-1.9M | ||
| Q3 25 | $780.8M | $11.4M | ||
| Q2 25 | $1.1B | $18.2M | ||
| Q1 25 | $879.5M | $71.4M | ||
| Q4 24 | $872.3M | $97.5M | ||
| Q3 24 | $895.9M | $110.3M | ||
| Q2 24 | $957.3M | $81.5M | ||
| Q1 24 | $1.2B | $91.7M |
总资产LITEWEST
| Q4 25 | $4.8B | $1.2B | ||
| Q3 25 | $4.6B | $1.2B | ||
| Q2 25 | $4.2B | $1.2B | ||
| Q1 25 | $4.0B | $1.1B | ||
| Q4 24 | $4.0B | $1.1B | ||
| Q3 24 | $4.0B | $1.1B | ||
| Q2 24 | $3.9B | $1.1B | ||
| Q1 24 | $4.2B | $983.3M |
负债/权益比LITEWEST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $36.7M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $27.8M |
| 自由现金流率自由现金流/营收 | 6.5% | 8.2% |
| 资本支出强度资本支出/营收 | 12.6% | 2.6% |
| 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 | $-107.8M |
8季度趋势，按日历期对齐
经营现金流LITEWEST
| Q4 25 | $126.7M | $36.7M | ||
| Q3 25 | $57.9M | $-26.6M | ||
| Q2 25 | $64.0M | $-7.0M | ||
| Q1 25 | $-1.6M | $-22.1M | ||
| Q4 24 | $24.3M | $2.8M | ||
| Q3 24 | $39.6M | $-332.0K | ||
| Q2 24 | $35.5M | $-23.7M | ||
| Q1 24 | $-7.0M | $8.0M |
自由现金流LITEWEST
| Q4 25 | $43.1M | $27.8M | ||
| Q3 25 | $-18.3M | $-44.7M | ||
| Q2 25 | $10.1M | $-27.5M | ||
| Q1 25 | $-64.4M | $-63.4M | ||
| Q4 24 | $-15.9M | $-15.4M | ||
| Q3 24 | $-34.5M | $-36.7M | ||
| Q2 24 | $10.9M | $-59.9M | ||
| Q1 24 | $-26.6M | $-60.9M |
自由现金流率LITEWEST
| Q4 25 | 6.5% | 8.2% | ||
| Q3 25 | -3.4% | -12.6% | ||
| Q2 25 | 2.1% | -9.8% | ||
| Q1 25 | -15.1% | -29.7% | ||
| Q4 24 | -4.0% | -6.7% | ||
| Q3 24 | -10.2% | -16.6% | ||
| Q2 24 | 3.5% | -28.7% | ||
| Q1 24 | -7.3% | -31.7% |
资本支出强度LITEWEST
| Q4 25 | 12.6% | 2.6% | ||
| Q3 25 | 14.3% | 5.1% | ||
| Q2 25 | 11.2% | 7.3% | ||
| Q1 25 | 14.8% | 19.3% | ||
| Q4 24 | 10.0% | 7.9% | ||
| Q3 24 | 22.0% | 16.5% | ||
| Q2 24 | 8.0% | 17.4% | ||
| Q1 24 | 5.3% | 35.8% |
现金转化率LITEWEST
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
