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朗美通（LITE）与ZIONS BANCORPORATION, NATIONAL ASSOCIATION（ZION）财务数据对比。点击上方公司名可切换其他公司
ZIONS BANCORPORATION, NATIONAL ASSOCIATION的季度营收约是朗美通的1.3倍（$891.0M vs $665.5M），ZIONS BANCORPORATION, NATIONAL ASSOCIATION净利率更高（29.5% vs 11.8%，领先17.8%），朗美通同比增速更快（65.5% vs 8.7%），ZIONS BANCORPORATION, NATIONAL ASSOCIATION自由现金流更多（$952.0M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 9.6%）
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。
Zions Bancorporation是总部位于美国犹他州盐湖城的全国性银行，并非银行控股公司。旗下共运营七大银行品牌，包括Zions银行、德州Amegy银行、加州信托银行、亚利桑那国家银行、内华达州立银行、科罗拉多Vectra银行及华盛顿商业银行，业务覆盖美国多地。
LITE vs ZION — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $891.0M |
| 净利润 | $78.2M | $263.0M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 11.8% | 29.5% |
| 营收同比 | 65.5% | 8.7% |
| 净利润同比 | 228.4% | 21.8% |
| 每股收益（稀释后） | $0.89 | $1.77 |
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
| Q4 25 | $665.5M | $891.0M | ||
| Q3 25 | $533.8M | $861.0M | ||
| Q2 25 | $480.7M | $838.0M | ||
| Q1 25 | $425.2M | $795.0M | ||
| Q4 24 | $402.2M | $820.0M | ||
| Q3 24 | $336.9M | $792.0M | ||
| Q2 24 | $308.3M | $777.0M | ||
| Q1 24 | $366.5M | $742.0M |
| Q4 25 | $78.2M | $263.0M | ||
| Q3 25 | $4.2M | $222.0M | ||
| Q2 25 | $213.3M | $244.0M | ||
| Q1 25 | $-44.1M | $170.0M | ||
| Q4 24 | $-60.9M | $216.0M | ||
| Q3 24 | $-82.4M | $214.0M | ||
| Q2 24 | $-252.5M | $201.0M | ||
| Q1 24 | $-127.0M | $153.0M |
| 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% | — |
| Q4 25 | 9.7% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -8.9% | — | ||
| Q4 24 | -12.8% | — | ||
| Q3 24 | -24.5% | — | ||
| Q2 24 | -43.3% | — | ||
| Q1 24 | -31.3% | — |
| Q4 25 | 11.8% | 29.5% | ||
| Q3 25 | 0.8% | 25.8% | ||
| Q2 25 | 44.4% | 29.1% | ||
| Q1 25 | -10.4% | 21.4% | ||
| Q4 24 | -15.1% | 26.3% | ||
| Q3 24 | -24.5% | 27.0% | ||
| Q2 24 | -81.9% | 25.9% | ||
| Q1 24 | -34.7% | 20.6% |
| Q4 25 | $0.89 | $1.77 | ||
| Q3 25 | $0.05 | $1.48 | ||
| Q2 25 | $3.10 | $1.63 | ||
| Q1 25 | $-0.64 | $1.13 | ||
| Q4 24 | $-0.88 | $1.34 | ||
| Q3 24 | $-1.21 | $1.37 | ||
| Q2 24 | $-3.75 | $1.28 | ||
| Q1 24 | $-1.88 | $0.96 |
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 | — | $1.5B |
| 股东权益账面价值 | $846.6M | $7.2B |
| 总资产 | $4.8B | $89.0B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
| 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 | — | ||
| Q1 24 | $870.9M | — |
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $970.0M | ||
| Q1 25 | — | $964.0M | ||
| Q4 24 | — | $950.0M | ||
| Q3 24 | — | $548.0M | ||
| Q2 24 | — | $546.0M | ||
| Q1 24 | — | $544.0M |
| Q4 25 | $846.6M | $7.2B | ||
| Q3 25 | $780.8M | $6.9B | ||
| Q2 25 | $1.1B | $6.6B | ||
| Q1 25 | $879.5M | $6.3B | ||
| Q4 24 | $872.3M | $6.1B | ||
| Q3 24 | $895.9M | $6.4B | ||
| Q2 24 | $957.3M | $6.0B | ||
| Q1 24 | $1.2B | $5.8B |
| Q4 25 | $4.8B | $89.0B | ||
| Q3 25 | $4.6B | $88.5B | ||
| Q2 25 | $4.2B | $88.9B | ||
| Q1 25 | $4.0B | $88.0B | ||
| Q4 24 | $4.0B | $88.8B | ||
| Q3 24 | $4.0B | $87.0B | ||
| Q2 24 | $3.9B | $87.6B | ||
| Q1 24 | $4.2B | $87.1B |
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.09× | ||
| Q2 24 | — | 0.09× | ||
| Q1 24 | — | 0.09× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $43.1M | $952.0M |
| 自由现金流率自由现金流/营收 | 6.5% | 106.8% |
| 资本支出强度资本支出/营收 | 12.6% | 13.6% |
| 现金转化率经营现金流/净利润 | 1.62× | 4.08× |
| 过去12个月自由现金流最近4个季度 | $-29.5M | $1.4B |
8季度趋势，按日历期对齐
| Q4 25 | $126.7M | $1.1B | ||
| Q3 25 | $57.9M | $438.0M | ||
| Q2 25 | $64.0M | $-62.0M | ||
| Q1 25 | $-1.6M | $179.0M | ||
| Q4 24 | $24.3M | $1.1B | ||
| Q3 24 | $39.6M | $119.0M | ||
| Q2 24 | $35.5M | $251.0M | ||
| Q1 24 | $-7.0M | $261.0M |
| Q4 25 | $43.1M | $952.0M | ||
| Q3 25 | $-18.3M | $413.0M | ||
| Q2 25 | $10.1M | $-93.0M | ||
| Q1 25 | $-64.4M | $152.0M | ||
| Q4 24 | $-15.9M | $1.1B | ||
| Q3 24 | $-34.5M | $97.0M | ||
| Q2 24 | $10.9M | $234.0M | ||
| Q1 24 | $-26.6M | $231.0M |
| Q4 25 | 6.5% | 106.8% | ||
| Q3 25 | -3.4% | 48.0% | ||
| Q2 25 | 2.1% | -11.1% | ||
| Q1 25 | -15.1% | 19.1% | ||
| Q4 24 | -4.0% | 128.2% | ||
| Q3 24 | -10.2% | 12.2% | ||
| Q2 24 | 3.5% | 30.1% | ||
| Q1 24 | -7.3% | 31.1% |
| Q4 25 | 12.6% | 13.6% | ||
| Q3 25 | 14.3% | 2.9% | ||
| Q2 25 | 11.2% | 3.7% | ||
| Q1 25 | 14.8% | 3.4% | ||
| Q4 24 | 10.0% | 11.8% | ||
| Q3 24 | 22.0% | 2.8% | ||
| Q2 24 | 8.0% | 2.2% | ||
| Q1 24 | 5.3% | 4.0% |
| Q4 25 | 1.62× | 4.08× | ||
| Q3 25 | 13.79× | 1.97× | ||
| Q2 25 | 0.30× | -0.25× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 5.31× | ||
| Q3 24 | — | 0.56× | ||
| Q2 24 | — | 1.25× | ||
| Q1 24 | — | 1.71× |
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% |
ZION
暂无分部数据
