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朗美通（LITE）与WINTRUST FINANCIAL CORP（WTFC）财务数据对比。点击上方公司名可切换其他公司
WINTRUST FINANCIAL CORP的季度营收约是朗美通的1.1倍（$713.2M vs $665.5M），WINTRUST FINANCIAL CORP净利率更高（31.9% vs 11.8%，领先20.1%），朗美通同比增速更快（65.5% vs 10.9%），过去两年朗美通的营收复合增速更高（34.8% vs 9.8%）
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。
Wintrust Financial是美国本土金融控股公司，在伊利诺伊州北部及威斯康星州南部运营15家特许社区银行，属于美国中型银行机构，是芝加哥第二大银行企业，于纳斯达克全球精选市场上市，股票代码为WTFC。
LITE vs WTFC — 直观对比
营收规模更大
WTFC
是对方的1.1倍
$665.5M
营收增速更快
LITE
高出54.6%
10.9%
净利率更高
WTFC
高出20.1%
11.8%
两年增速更快
LITE
近两年复合增速
9.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $713.2M |
| 净利润 | $78.2M | $227.4M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 11.8% | 31.9% |
| 营收同比 | 65.5% | 10.9% |
| 净利润同比 | 228.4% | — |
| 每股收益（稀释后） | $0.89 | $3.22 |
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LITEWTFC
| Q1 26 | — | $713.2M | ||
| Q4 25 | $665.5M | $714.3M | ||
| Q3 25 | $533.8M | $697.8M | ||
| Q2 25 | $480.7M | $670.8M | ||
| Q1 25 | $425.2M | $643.1M | ||
| Q4 24 | $402.2M | $638.6M | ||
| Q3 24 | $336.9M | $615.7M | ||
| Q2 24 | $308.3M | $591.8M |
净利润LITEWTFC
| Q1 26 | — | $227.4M | ||
| Q4 25 | $78.2M | — | ||
| Q3 25 | $4.2M | $216.3M | ||
| Q2 25 | $213.3M | $195.5M | ||
| Q1 25 | $-44.1M | $189.0M | ||
| Q4 24 | $-60.9M | — | ||
| Q3 24 | $-82.4M | $170.0M | ||
| Q2 24 | $-252.5M | $152.4M |
毛利率LITEWTFC
| 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LITEWTFC
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 42.3% | ||
| Q3 25 | 1.3% | 42.4% | ||
| Q2 25 | -1.7% | 39.8% | ||
| Q1 25 | -8.9% | 39.3% | ||
| Q4 24 | -12.8% | 39.6% | ||
| Q3 24 | -24.5% | 37.8% | ||
| Q2 24 | -43.3% | 35.7% |
净利率LITEWTFC
| Q1 26 | — | 31.9% | ||
| Q4 25 | 11.8% | — | ||
| Q3 25 | 0.8% | 31.0% | ||
| Q2 25 | 44.4% | 29.1% | ||
| Q1 25 | -10.4% | 29.4% | ||
| Q4 24 | -15.1% | — | ||
| Q3 24 | -24.5% | 27.6% | ||
| Q2 24 | -81.9% | 25.8% |
每股收益（稀释后）LITEWTFC
| Q1 26 | — | $3.22 | ||
| Q4 25 | $0.89 | $3.15 | ||
| Q3 25 | $0.05 | $2.78 | ||
| Q2 25 | $3.10 | $2.78 | ||
| Q1 25 | $-0.64 | $2.69 | ||
| Q4 24 | $-0.88 | $2.63 | ||
| Q3 24 | $-1.21 | $2.47 | ||
| Q2 24 | $-3.75 | $2.32 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $7.4B |
| 总资产 | $4.8B | $72.2B |
| 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LITEWTFC
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $877.1M | — | ||
| Q1 25 | $866.7M | — | ||
| Q4 24 | $896.7M | — | ||
| Q3 24 | $916.1M | — | ||
| Q2 24 | $887.0M | — |
股东权益LITEWTFC
| Q1 26 | — | $7.4B | ||
| Q4 25 | $846.6M | $7.3B | ||
| Q3 25 | $780.8M | $7.0B | ||
| Q2 25 | $1.1B | $7.2B | ||
| Q1 25 | $879.5M | $6.6B | ||
| Q4 24 | $872.3M | $6.3B | ||
| Q3 24 | $895.9M | $6.4B | ||
| Q2 24 | $957.3M | $5.5B |
总资产LITEWTFC
| Q1 26 | — | $72.2B | ||
| Q4 25 | $4.8B | $71.1B | ||
| Q3 25 | $4.6B | $69.6B | ||
| Q2 25 | $4.2B | $69.0B | ||
| Q1 25 | $4.0B | $65.9B | ||
| Q4 24 | $4.0B | $64.9B | ||
| Q3 24 | $4.0B | $63.8B | ||
| Q2 24 | $3.9B | $59.8B |
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 | — |
| 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× | — |
| 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LITEWTFC
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $910.3M | ||
| Q3 25 | $57.9M | $209.8M | ||
| Q2 25 | $64.0M | $329.2M | ||
| Q1 25 | $-1.6M | $119.8M | ||
| Q4 24 | $24.3M | $721.6M | ||
| Q3 24 | $39.6M | $-61.6M | ||
| Q2 24 | $35.5M | $221.2M |
自由现金流LITEWTFC
| Q1 26 | — | — | ||
| Q4 25 | $43.1M | $860.4M | ||
| Q3 25 | $-18.3M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $-64.4M | — | ||
| Q4 24 | $-15.9M | $635.5M | ||
| Q3 24 | $-34.5M | $-78.3M | ||
| Q2 24 | $10.9M | $182.1M |
自由现金流率LITEWTFC
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 120.5% | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -15.1% | — | ||
| Q4 24 | -4.0% | 99.5% | ||
| Q3 24 | -10.2% | -12.7% | ||
| Q2 24 | 3.5% | 30.8% |
资本支出强度LITEWTFC
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 7.0% | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 10.0% | 13.5% | ||
| Q3 24 | 22.0% | 2.7% | ||
| Q2 24 | 8.0% | 6.6% |
现金转化率LITEWTFC
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | — | ||
| Q3 25 | 13.79× | 0.97× | ||
| Q2 25 | 0.30× | 1.68× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.36× | ||
| Q2 24 | — | 1.45× |
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% |
WTFC
暂无分部数据
