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朗美通（LITE）与Zurn Elkay Water Solutions Corp（ZWS）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Zurn Elkay Water Solutions Corp的1.6倍（$665.5M vs $407.2M），朗美通净利率更高（11.8% vs 10.3%，领先1.4%），朗美通同比增速更快（65.5% vs 9.8%），过去两年朗美通的营收复合增速更高（34.8% vs 4.4%）
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。
Zurn Elkay Water Solutions是一家专业水资源管理解决方案提供商，主要生产销售商用给排水设备、饮用水系统、过滤产品及流量控制组件，服务北美及全球的商用、住宅、工业和公共基建领域，主打高效节水的可持续产品。
LITE vs ZWS — 直观对比
营收规模更大
LITE
是对方的1.6倍
$407.2M
营收增速更快
LITE
高出55.6%
9.8%
净利率更高
LITE
高出1.4%
10.3%
两年增速更快
LITE
近两年复合增速
4.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $665.5M | $407.2M |
| 净利润 | $78.2M | $42.1M |
| 毛利率 | 36.1% | 44.4% |
| 营业利润率 | 9.7% | 14.8% |
| 净利率 | 11.8% | 10.3% |
| 营收同比 | 65.5% | 9.8% |
| 净利润同比 | 228.4% | 15.7% |
| 每股收益（稀释后） | $0.89 | $0.24 |
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LITEZWS
| Q4 25 | $665.5M | $407.2M | ||
| Q3 25 | $533.8M | $455.4M | ||
| Q2 25 | $480.7M | $444.5M | ||
| Q1 25 | $425.2M | $388.8M | ||
| Q4 24 | $402.2M | $370.7M | ||
| Q3 24 | $336.9M | $410.0M | ||
| Q2 24 | $308.3M | $412.0M | ||
| Q1 24 | $366.5M | $373.8M |
净利润LITEZWS
| Q4 25 | $78.2M | $42.1M | ||
| Q3 25 | $4.2M | $61.8M | ||
| Q2 25 | $213.3M | $50.5M | ||
| Q1 25 | $-44.1M | $43.6M | ||
| Q4 24 | $-60.9M | $36.4M | ||
| Q3 24 | $-82.4M | $43.5M | ||
| Q2 24 | $-252.5M | $46.0M | ||
| Q1 24 | $-127.0M | $34.3M |
毛利率LITEZWS
| Q4 25 | 36.1% | 44.4% | ||
| Q3 25 | 34.0% | 44.1% | ||
| Q2 25 | 33.3% | 45.5% | ||
| Q1 25 | 28.8% | 46.6% | ||
| Q4 24 | 24.8% | 43.5% | ||
| Q3 24 | 23.1% | 46.2% | ||
| Q2 24 | 16.6% | 45.2% | ||
| Q1 24 | 16.2% | 45.5% |
营业利润率LITEZWS
| Q4 25 | 9.7% | 14.8% | ||
| Q3 25 | 1.3% | 17.0% | ||
| Q2 25 | -1.7% | 17.5% | ||
| Q1 25 | -8.9% | 16.3% | ||
| Q4 24 | -12.8% | 13.3% | ||
| Q3 24 | -24.5% | 17.1% | ||
| Q2 24 | -43.3% | 17.5% | ||
| Q1 24 | -31.3% | 14.2% |
净利率LITEZWS
| Q4 25 | 11.8% | 10.3% | ||
| Q3 25 | 0.8% | 13.6% | ||
| Q2 25 | 44.4% | 11.4% | ||
| Q1 25 | -10.4% | 11.2% | ||
| Q4 24 | -15.1% | 9.8% | ||
| Q3 24 | -24.5% | 10.6% | ||
| Q2 24 | -81.9% | 11.2% | ||
| Q1 24 | -34.7% | 9.2% |
每股收益（稀释后）LITEZWS
| Q4 25 | $0.89 | $0.24 | ||
| Q3 25 | $0.05 | $0.36 | ||
| Q2 25 | $3.10 | $0.29 | ||
| Q1 25 | $-0.64 | $0.26 | ||
| Q4 24 | $-0.88 | $0.21 | ||
| Q3 24 | $-1.21 | $0.25 | ||
| Q2 24 | $-3.75 | $0.27 | ||
| Q1 24 | $-1.88 | $0.19 |
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 | $300.5M |
| 总债务越低越好 | — | $496.5M |
| 股东权益账面价值 | $846.6M | $1.6B |
| 总资产 | $4.8B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.31× |
8季度趋势，按日历期对齐
现金及短期投资LITEZWS
| Q4 25 | $1.2B | $300.5M | ||
| Q3 25 | $1.1B | $260.1M | ||
| Q2 25 | $877.1M | $201.9M | ||
| Q1 25 | $866.7M | $144.7M | ||
| Q4 24 | $896.7M | $198.0M | ||
| Q3 24 | $916.1M | $187.9M | ||
| Q2 24 | $887.0M | $162.7M | ||
| Q1 24 | $870.9M | $157.1M |
总债务LITEZWS
| Q4 25 | — | $496.5M | ||
| Q3 25 | — | $496.4M | ||
| Q2 25 | — | $495.9M | ||
| Q1 25 | — | $495.8M | ||
| Q4 24 | — | $495.6M | ||
| Q3 24 | — | $495.6M | ||
| Q2 24 | — | $495.5M | ||
| Q1 24 | — | $495.4M |
股东权益LITEZWS
| Q4 25 | $846.6M | $1.6B | ||
| Q3 25 | $780.8M | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $879.5M | $1.5B | ||
| Q4 24 | $872.3M | $1.6B | ||
| Q3 24 | $895.9M | $1.6B | ||
| Q2 24 | $957.3M | $1.6B | ||
| Q1 24 | $1.2B | $1.6B |
总资产LITEZWS
| Q4 25 | $4.8B | $2.7B | ||
| Q3 25 | $4.6B | $2.7B | ||
| Q2 25 | $4.2B | $2.7B | ||
| Q1 25 | $4.0B | $2.6B | ||
| Q4 24 | $4.0B | $2.6B | ||
| Q3 24 | $4.0B | $2.7B | ||
| Q2 24 | $3.9B | $2.7B | ||
| Q1 24 | $4.2B | $2.7B |
负债/权益比LITEZWS
| Q4 25 | — | 0.31× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.31× | ||
| Q1 24 | — | 0.31× |
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 | $91.7M |
| 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× | 2.18× |
| 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LITEZWS
| Q4 25 | $126.7M | $91.7M | ||
| Q3 25 | $57.9M | $101.3M | ||
| Q2 25 | $64.0M | $110.6M | ||
| Q1 25 | $-1.6M | $42.9M | ||
| Q4 24 | $24.3M | $63.6M | ||
| Q3 24 | $39.6M | $90.9M | ||
| Q2 24 | $35.5M | $85.1M | ||
| Q1 24 | $-7.0M | $53.9M |
自由现金流LITEZWS
| 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LITEZWS
| 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LITEZWS
| 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LITEZWS
| Q4 25 | 1.62× | 2.18× | ||
| Q3 25 | 13.79× | 1.64× | ||
| Q2 25 | 0.30× | 2.19× | ||
| Q1 25 | — | 0.98× | ||
| Q4 24 | — | 1.75× | ||
| Q3 24 | — | 2.09× | ||
| Q2 24 | — | 1.85× | ||
| Q1 24 | — | 1.57× |
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% |
ZWS
暂无分部数据
