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朗美通（LITE）与W. P. Carey Inc.（WPC）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W. P. Carey Inc.的1.5倍（$665.5M vs $444.5M），W. P. Carey Inc.净利率更高（33.4% vs 11.8%，领先21.6%），朗美通同比增速更快（65.5% vs 9.4%），过去两年朗美通的营收复合增速更高（34.8% vs 6.8%）
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。
W.P.凯里是一家房地产投资信托企业，主打投资以三净租赁模式租予单一租户的物业。公司注册地位于美国马里兰州，核心办公地点设在纽约市，深耕商业地产投资领域，拥有成熟的运营经验与优质的项目资源。
LITE vs WPC — 直观对比
营收规模更大
LITE
是对方的1.5倍
$444.5M
营收增速更快
LITE
高出56.0%
9.4%
净利率更高
WPC
高出21.6%
11.8%
两年增速更快
LITE
近两年复合增速
6.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $444.5M |
| 净利润 | $78.2M | $148.3M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | 34.5% |
| 净利率 | 11.8% | 33.4% |
| 营收同比 | 65.5% | 9.4% |
| 净利润同比 | 228.4% | 215.4% |
| 每股收益（稀释后） | $0.89 | — |
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LITEWPC
| Q4 25 | $665.5M | $444.5M | ||
| Q3 25 | $533.8M | $431.3M | ||
| Q2 25 | $480.7M | $430.8M | ||
| Q1 25 | $425.2M | $409.9M | ||
| Q4 24 | $402.2M | $406.2M | ||
| Q3 24 | $336.9M | $397.4M | ||
| Q2 24 | $308.3M | $389.7M | ||
| Q1 24 | $366.5M | $389.8M |
净利润LITEWPC
| Q4 25 | $78.2M | $148.3M | ||
| Q3 25 | $4.2M | $141.0M | ||
| Q2 25 | $213.3M | $51.2M | ||
| Q1 25 | $-44.1M | $125.8M | ||
| Q4 24 | $-60.9M | $47.0M | ||
| Q3 24 | $-82.4M | $111.7M | ||
| Q2 24 | $-252.5M | $142.9M | ||
| Q1 24 | $-127.0M | $159.2M |
毛利率LITEWPC
| 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LITEWPC
| Q4 25 | 9.7% | 34.5% | ||
| Q3 25 | 1.3% | 34.7% | ||
| Q2 25 | -1.7% | 15.0% | ||
| Q1 25 | -8.9% | 33.5% | ||
| Q4 24 | -12.8% | 13.5% | ||
| Q3 24 | -24.5% | 30.4% | ||
| Q2 24 | -43.3% | 38.3% | ||
| Q1 24 | -31.3% | 43.0% |
净利率LITEWPC
| Q4 25 | 11.8% | 33.4% | ||
| Q3 25 | 0.8% | 32.7% | ||
| Q2 25 | 44.4% | 11.9% | ||
| Q1 25 | -10.4% | 30.7% | ||
| Q4 24 | -15.1% | 11.6% | ||
| Q3 24 | -24.5% | 28.1% | ||
| Q2 24 | -81.9% | 36.7% | ||
| Q1 24 | -34.7% | 40.8% |
每股收益（稀释后）LITEWPC
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $3.10 | — | ||
| Q1 25 | $-0.64 | — | ||
| Q4 24 | $-0.88 | — | ||
| Q3 24 | $-1.21 | — | ||
| Q2 24 | $-3.75 | — | ||
| Q1 24 | $-1.88 | — |
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 | $155.3M |
| 总债务越低越好 | — | $8.7B |
| 股东权益账面价值 | $846.6M | $8.1B |
| 总资产 | $4.8B | $18.0B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资LITEWPC
| Q4 25 | $1.2B | $155.3M | ||
| Q3 25 | $1.1B | $249.0M | ||
| Q2 25 | $877.1M | $244.8M | ||
| Q1 25 | $866.7M | $187.8M | ||
| Q4 24 | $896.7M | $640.4M | ||
| Q3 24 | $916.1M | $818.2M | ||
| Q2 24 | $887.0M | $1.1B | ||
| Q1 24 | $870.9M | $777.0M |
总债务LITEWPC
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.7B | ||
| Q2 25 | — | $8.6B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $8.1B | ||
| Q1 24 | — | $7.9B |
股东权益LITEWPC
| Q4 25 | $846.6M | $8.1B | ||
| Q3 25 | $780.8M | $8.2B | ||
| Q2 25 | $1.1B | $8.2B | ||
| Q1 25 | $879.5M | $8.4B | ||
| Q4 24 | $872.3M | $8.4B | ||
| Q3 24 | $895.9M | $8.6B | ||
| Q2 24 | $957.3M | $8.6B | ||
| Q1 24 | $1.2B | $8.7B |
总资产LITEWPC
| Q4 25 | $4.8B | $18.0B | ||
| Q3 25 | $4.6B | $18.0B | ||
| Q2 25 | $4.2B | $18.0B | ||
| Q1 25 | $4.0B | $17.3B | ||
| Q4 24 | $4.0B | $17.5B | ||
| Q3 24 | $4.0B | $17.6B | ||
| Q2 24 | $3.9B | $17.8B | ||
| Q1 24 | $4.2B | $17.6B |
负债/权益比LITEWPC
| Q4 25 | — | 1.07× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 0.95× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 0.94× | ||
| Q1 24 | — | 0.91× |
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 | $304.6M |
| 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% | — |
| 现金转化率经营现金流/净利润 | 1.62× | 2.05× |
| 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LITEWPC
| Q4 25 | $126.7M | $304.6M | ||
| Q3 25 | $57.9M | $300.5M | ||
| Q2 25 | $64.0M | $404.0M | ||
| Q1 25 | $-1.6M | $273.2M | ||
| Q4 24 | $24.3M | $296.3M | ||
| Q3 24 | $39.6M | $280.2M | ||
| Q2 24 | $35.5M | $221.0M | ||
| Q1 24 | $-7.0M | $1.0B |
自由现金流LITEWPC
| Q4 25 | $43.1M | — | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $-64.4M | — | ||
| Q4 24 | $-15.9M | — | ||
| Q3 24 | $-34.5M | — | ||
| Q2 24 | $10.9M | — | ||
| Q1 24 | $-26.6M | — |
自由现金流率LITEWPC
| Q4 25 | 6.5% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -15.1% | — | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -10.2% | — | ||
| Q2 24 | 3.5% | — | ||
| Q1 24 | -7.3% | — |
资本支出强度LITEWPC
| Q4 25 | 12.6% | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 5.3% | — |
现金转化率LITEWPC
| Q4 25 | 1.62× | 2.05× | ||
| Q3 25 | 13.79× | 2.13× | ||
| Q2 25 | 0.30× | 7.89× | ||
| Q1 25 | — | 2.17× | ||
| Q4 24 | — | 6.30× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | — | 1.55× | ||
| Q1 24 | — | 6.50× |
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% |
WPC
暂无分部数据
