vs
朗美通（LITE）与Woodward, Inc.（WWD）财务数据对比。点击上方公司名可切换其他公司
Woodward, Inc.的季度营收约是朗美通的1.5倍（$996.5M vs $665.5M），Woodward, Inc.净利率更高（13.4% vs 11.8%，领先1.7%），朗美通同比增速更快（65.5% vs 29.0%），Woodward, Inc.自由现金流更多（$70.3M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 9.2%）
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。
伍德沃德（Woodward, Inc.）是美国的控制系统及组件供应商，业务涵盖产品设计、制造与全链条服务，产品广泛应用于飞机、航空发动机、工业发动机与轮机、发电及移动工业设备领域，同时为国防领域供应军用装置及其他配套设备。
LITE vs WWD — 直观对比
营收规模更大
WWD
是对方的1.5倍
$665.5M
营收增速更快
LITE
高出36.5%
29.0%
净利率更高
WWD
高出1.7%
11.8%
自由现金流更多
WWD
多$27.2M
$43.1M
两年增速更快
LITE
近两年复合增速
9.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $996.5M |
| 净利润 | $78.2M | $133.7M |
| 毛利率 | 36.1% | 29.3% |
| 营业利润率 | 9.7% | 17.0% |
| 净利率 | 11.8% | 13.4% |
| 营收同比 | 65.5% | 29.0% |
| 净利润同比 | 228.4% | 53.5% |
| 每股收益（稀释后） | $0.89 | $2.17 |
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LITEWWD
| Q4 25 | $665.5M | $996.5M | ||
| Q3 25 | $533.8M | $995.3M | ||
| Q2 25 | $480.7M | $915.4M | ||
| Q1 25 | $425.2M | $883.6M | ||
| Q4 24 | $402.2M | $772.7M | ||
| Q3 24 | $336.9M | $854.5M | ||
| Q2 24 | $308.3M | $847.7M | ||
| Q1 24 | $366.5M | $835.3M |
净利润LITEWWD
| Q4 25 | $78.2M | $133.7M | ||
| Q3 25 | $4.2M | $137.6M | ||
| Q2 25 | $213.3M | $108.4M | ||
| Q1 25 | $-44.1M | $108.9M | ||
| Q4 24 | $-60.9M | $87.1M | ||
| Q3 24 | $-82.4M | $83.3M | ||
| Q2 24 | $-252.5M | $102.1M | ||
| Q1 24 | $-127.0M | $97.6M |
毛利率LITEWWD
| Q4 25 | 36.1% | 29.3% | ||
| Q3 25 | 34.0% | 27.9% | ||
| Q2 25 | 33.3% | 27.2% | ||
| Q1 25 | 28.8% | 27.2% | ||
| Q4 24 | 24.8% | 24.5% | ||
| Q3 24 | 23.1% | 24.3% | ||
| Q2 24 | 16.6% | 27.1% | ||
| Q1 24 | 16.2% | 28.1% |
营业利润率LITEWWD
| Q4 25 | 9.7% | 17.0% | ||
| Q3 25 | 1.3% | 16.1% | ||
| Q2 25 | -1.7% | 13.9% | ||
| Q1 25 | -8.9% | 15.0% | ||
| Q4 24 | -12.8% | 13.2% | ||
| Q3 24 | -24.5% | 11.9% | ||
| Q2 24 | -43.3% | 14.4% | ||
| Q1 24 | -31.3% | 14.4% |
净利率LITEWWD
| Q4 25 | 11.8% | 13.4% | ||
| Q3 25 | 0.8% | 13.8% | ||
| Q2 25 | 44.4% | 11.8% | ||
| Q1 25 | -10.4% | 12.3% | ||
| Q4 24 | -15.1% | 11.3% | ||
| Q3 24 | -24.5% | 9.7% | ||
| Q2 24 | -81.9% | 12.0% | ||
| Q1 24 | -34.7% | 11.7% |
每股收益（稀释后）LITEWWD
| Q4 25 | $0.89 | $2.17 | ||
| Q3 25 | $0.05 | $2.23 | ||
| Q2 25 | $3.10 | $1.76 | ||
| Q1 25 | $-0.64 | $1.78 | ||
| Q4 24 | $-0.88 | $1.42 | ||
| Q3 24 | $-1.21 | $1.36 | ||
| Q2 24 | $-3.75 | $1.63 | ||
| Q1 24 | $-1.88 | $1.56 |
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 | $454.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $846.6M | $2.6B |
| 总资产 | $4.8B | $4.7B |
| 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LITEWWD
| Q4 25 | $1.2B | $454.2M | ||
| Q3 25 | $1.1B | $327.4M | ||
| Q2 25 | $877.1M | $473.2M | ||
| Q1 25 | $866.7M | $364.1M | ||
| Q4 24 | $896.7M | $283.7M | ||
| Q3 24 | $916.1M | $282.3M | ||
| Q2 24 | $887.0M | $308.3M | ||
| Q1 24 | $870.9M | $316.9M |
总债务LITEWWD
| Q4 25 | — | — | ||
| Q3 25 | — | $579.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $655.5M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LITEWWD
| Q4 25 | $846.6M | $2.6B | ||
| Q3 25 | $780.8M | $2.6B | ||
| Q2 25 | $1.1B | $2.5B | ||
| Q1 25 | $879.5M | $2.3B | ||
| Q4 24 | $872.3M | $2.2B | ||
| Q3 24 | $895.9M | $2.2B | ||
| Q2 24 | $957.3M | $2.2B | ||
| Q1 24 | $1.2B | $2.3B |
总资产LITEWWD
| Q4 25 | $4.8B | $4.7B | ||
| Q3 25 | $4.6B | $4.6B | ||
| Q2 25 | $4.2B | $4.7B | ||
| Q1 25 | $4.0B | $4.5B | ||
| Q4 24 | $4.0B | $4.3B | ||
| Q3 24 | $4.0B | $4.4B | ||
| Q2 24 | $3.9B | $4.3B | ||
| Q1 24 | $4.2B | $4.4B |
负债/权益比LITEWWD
| Q4 25 | — | — | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.30× | ||
| 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 | $114.4M |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $70.3M |
| 自由现金流率自由现金流/营收 | 6.5% | 7.1% |
| 资本支出强度资本支出/营收 | 12.6% | 4.4% |
| 现金转化率经营现金流/净利润 | 1.62× | 0.86× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $409.7M |
8季度趋势，按日历期对齐
经营现金流LITEWWD
| Q4 25 | $126.7M | $114.4M | ||
| Q3 25 | $57.9M | $233.3M | ||
| Q2 25 | $64.0M | $125.6M | ||
| Q1 25 | $-1.6M | $77.8M | ||
| Q4 24 | $24.3M | $34.5M | ||
| Q3 24 | $39.6M | $141.8M | ||
| Q2 24 | $35.5M | $153.2M | ||
| Q1 24 | $-7.0M | $97.3M |
自由现金流LITEWWD
| Q4 25 | $43.1M | $70.3M | ||
| Q3 25 | $-18.3M | $180.9M | ||
| Q2 25 | $10.1M | $99.1M | ||
| Q1 25 | $-64.4M | $59.4M | ||
| Q4 24 | $-15.9M | $942.0K | ||
| Q3 24 | $-34.5M | $117.7M | ||
| Q2 24 | $10.9M | $137.3M | ||
| Q1 24 | $-26.6M | $82.8M |
自由现金流率LITEWWD
| Q4 25 | 6.5% | 7.1% | ||
| Q3 25 | -3.4% | 18.2% | ||
| Q2 25 | 2.1% | 10.8% | ||
| Q1 25 | -15.1% | 6.7% | ||
| Q4 24 | -4.0% | 0.1% | ||
| Q3 24 | -10.2% | 13.8% | ||
| Q2 24 | 3.5% | 16.2% | ||
| Q1 24 | -7.3% | 9.9% |
资本支出强度LITEWWD
| Q4 25 | 12.6% | 4.4% | ||
| Q3 25 | 14.3% | 5.3% | ||
| Q2 25 | 11.2% | 2.9% | ||
| Q1 25 | 14.8% | 2.1% | ||
| Q4 24 | 10.0% | 4.3% | ||
| Q3 24 | 22.0% | 2.8% | ||
| Q2 24 | 8.0% | 1.9% | ||
| Q1 24 | 5.3% | 1.7% |
现金转化率LITEWWD
| Q4 25 | 1.62× | 0.86× | ||
| Q3 25 | 13.79× | 1.70× | ||
| Q2 25 | 0.30× | 1.16× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 1.70× | ||
| Q2 24 | — | 1.50× | ||
| Q1 24 | — | 1.00× |
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% |
WWD
| Transferred At Point In Time | $253.6M | 25% |
| Commercial OEM | $187.9M | 19% |
| Transportation | $166.3M | 17% |
| Defense OEM | $138.2M | 14% |
| Power Generation | $122.8M | 12% |
| Oil And Gas | $72.4M | 7% |
| Defense Aftermarket | $63.8M | 6% |
