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LIGHTPATH TECHNOLOGIES INC（LPTH）与908 Devices Inc.（MASS）财务数据对比。点击上方公司名可切换其他公司
908 Devices Inc.的季度营收约是LIGHTPATH TECHNOLOGIES INC的1.1倍（$17.4M vs $16.4M），908 Devices Inc.净利率更高（24.0% vs -57.5%，领先81.5%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs 21.2%），LIGHTPATH TECHNOLOGIES INC自由现金流更多（$2.0M vs $1.3M），过去两年908 Devices Inc.的营收复合增速更高（53.0% vs 45.7%）
LightPath Technologies Inc是一家精密光学组件及组件生产商，主营非球面透镜、红外光学器件、光纤产品等，服务工业自动化、航空航天、国防、医疗成像、电信等领域的全球客户，提供标准及定制化光学解决方案。
908 Devices Inc.是一家专注于研发、生产高性能便携式质谱分析设备及相关解决方案的科技企业，产品覆盖生命科学研究、生物制药制造、公共安全、法医鉴定、工业过程监测等领域，服务全球科研机构、制药企业及政府部门客户。
LPTH vs MASS — 直观对比
营收规模更大
MASS
是对方的1.1倍
$16.4M
营收增速更快
LPTH
高出99.1%
21.2%
净利率更高
MASS
高出81.5%
-57.5%
自由现金流更多
LPTH
多$642.9K
$1.3M
两年增速更快
MASS
近两年复合增速
45.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $17.4M |
| 净利润 | $-9.4M | $4.2M |
| 毛利率 | 36.8% | 52.7% |
| 营业利润率 | -52.6% | 17.8% |
| 净利率 | -57.5% | 24.0% |
| 营收同比 | 120.2% | 21.2% |
| 净利润同比 | -260.1% | 121.5% |
| 每股收益（稀释后） | $-0.20 | $0.09 |
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LPTHMASS
| Q4 25 | $16.4M | $17.4M | ||
| Q3 25 | $15.1M | $14.0M | ||
| Q2 25 | $12.2M | $13.0M | ||
| Q1 25 | $9.2M | $11.8M | ||
| Q4 24 | $7.4M | $14.3M | ||
| Q3 24 | $8.4M | $14.5M | ||
| Q2 24 | $8.6M | $11.5M | ||
| Q1 24 | $7.7M | $7.4M |
净利润LPTHMASS
| Q4 25 | $-9.4M | $4.2M | ||
| Q3 25 | $-2.9M | $-15.0M | ||
| Q2 25 | $-7.1M | $-13.3M | ||
| Q1 25 | $-3.6M | $43.6M | ||
| Q4 24 | $-2.6M | $-19.4M | ||
| Q3 24 | $-1.6M | $-29.3M | ||
| Q2 24 | $-2.4M | $-12.5M | ||
| Q1 24 | $-2.6M | $-10.9M |
毛利率LPTHMASS
| Q4 25 | 36.8% | 52.7% | ||
| Q3 25 | 29.8% | 52.5% | ||
| Q2 25 | 22.0% | 48.9% | ||
| Q1 25 | 29.1% | 47.0% | ||
| Q4 24 | 26.0% | 46.5% | ||
| Q3 24 | 33.9% | 53.6% | ||
| Q2 24 | 29.2% | 53.8% | ||
| Q1 24 | 20.9% | 52.4% |
营业利润率LPTHMASS
| Q4 25 | -52.6% | 17.8% | ||
| Q3 25 | -16.6% | -116.6% | ||
| Q2 25 | -38.0% | -116.3% | ||
| Q1 25 | -36.3% | -93.6% | ||
| Q4 24 | -33.5% | -116.8% | ||
| Q3 24 | -16.4% | -168.7% | ||
| Q2 24 | -25.6% | -74.5% | ||
| Q1 24 | -33.6% | -102.5% |
净利率LPTHMASS
| Q4 25 | -57.5% | 24.0% | ||
| Q3 25 | -19.2% | -107.0% | ||
| Q2 25 | -57.8% | -102.1% | ||
| Q1 25 | -39.1% | 370.2% | ||
| Q4 24 | -35.2% | -135.6% | ||
| Q3 24 | -19.3% | -201.8% | ||
| Q2 24 | -27.3% | -109.5% | ||
| Q1 24 | -33.7% | -147.1% |
每股收益（稀释后）LPTHMASS
| Q4 25 | $-0.20 | $0.09 | ||
| Q3 25 | $-0.07 | $-0.41 | ||
| Q2 25 | $0.19 | $-0.37 | ||
| Q1 25 | $-0.44 | $1.23 | ||
| Q4 24 | $-0.07 | $-0.58 | ||
| Q3 24 | $-0.04 | $-0.84 | ||
| Q2 24 | $-0.15 | $-0.37 | ||
| Q1 24 | $-0.07 | $-0.33 |
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 | $73.6M | $113.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $143.7M |
| 总资产 | $148.6M | $190.1M |
| 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LPTHMASS
| Q4 25 | $73.6M | $113.0M | ||
| Q3 25 | — | $112.1M | ||
| Q2 25 | $4.9M | $118.6M | ||
| Q1 25 | — | $124.3M | ||
| Q4 24 | — | $69.6M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $77.4M | ||
| Q1 24 | — | $134.2M |
总债务LPTHMASS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $535.0K | — | ||
| Q1 24 | $599.4K | — |
股东权益LPTHMASS
| Q4 25 | $77.9M | $143.7M | ||
| Q3 25 | $21.4M | $136.3M | ||
| Q2 25 | $15.6M | $148.8M | ||
| Q1 25 | $15.7M | $159.4M | ||
| Q4 24 | $26.7M | $114.6M | ||
| Q3 24 | $29.4M | $131.0M | ||
| Q2 24 | $30.2M | $156.4M | ||
| Q1 24 | $31.7M | $156.9M |
总资产LPTHMASS
| Q4 25 | $148.6M | $190.1M | ||
| Q3 25 | $87.3M | $190.9M | ||
| Q2 25 | $81.5M | $191.7M | ||
| Q1 25 | $81.4M | $196.0M | ||
| Q4 24 | $45.8M | $159.5M | ||
| Q3 24 | $48.4M | $178.3M | ||
| Q2 24 | $48.1M | $208.8M | ||
| Q1 24 | $49.7M | $189.8M |
负债/权益比LPTHMASS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.02× | — | ||
| Q1 24 | 0.02× | — |
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 | $2.8M | $1.3M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $1.3M |
| 自由现金流率自由现金流/营收 | 12.0% | 7.6% |
| 资本支出强度资本支出/营收 | 5.3% | 0.0% |
| 现金转化率经营现金流/净利润 | — | 0.32× |
| 过去12个月自由现金流最近4个季度 | $-6.3M | $-24.7M |
8季度趋势，按日历期对齐
经营现金流LPTHMASS
| Q4 25 | $2.8M | $1.3M | ||
| Q3 25 | $-1.1M | $-4.2M | ||
| Q2 25 | $-2.6M | $-5.8M | ||
| Q1 25 | $-3.2M | $-15.0M | ||
| Q4 24 | $-737.4K | $-2.2M | ||
| Q3 24 | $-1.7M | $-5.6M | ||
| Q2 24 | $64.7K | $-13.0M | ||
| Q1 24 | $-394.2K | $-9.4M |
自由现金流LPTHMASS
| Q4 25 | $2.0M | $1.3M | ||
| Q3 25 | $-1.2M | $-4.9M | ||
| Q2 25 | $-3.3M | $-5.9M | ||
| Q1 25 | $-3.7M | $-15.2M | ||
| Q4 24 | $-817.8K | $-2.4M | ||
| Q3 24 | $-1.8M | $-5.8M | ||
| Q2 24 | $-225.5K | $-13.7M | ||
| Q1 24 | $-802.5K | $-10.3M |
自由现金流率LPTHMASS
| Q4 25 | 12.0% | 7.6% | ||
| Q3 25 | -8.1% | -34.9% | ||
| Q2 25 | -27.3% | -45.3% | ||
| Q1 25 | -40.0% | -128.9% | ||
| Q4 24 | -11.0% | -17.0% | ||
| Q3 24 | -21.2% | -39.7% | ||
| Q2 24 | -2.6% | -119.4% | ||
| Q1 24 | -10.4% | -138.2% |
资本支出强度LPTHMASS
| Q4 25 | 5.3% | 0.0% | ||
| Q3 25 | 0.5% | 4.9% | ||
| Q2 25 | 5.6% | 0.9% | ||
| Q1 25 | 4.6% | 1.4% | ||
| Q4 24 | 1.1% | 1.3% | ||
| Q3 24 | 0.9% | 1.1% | ||
| Q2 24 | 3.4% | 5.6% | ||
| Q1 24 | 5.3% | 12.2% |
现金转化率LPTHMASS
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.34× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
LPTH
| Other | $7.9M | 48% |
| Infrared Components | $5.0M | 31% |
| Visible Components | $3.4M | 21% |
MASS
| Products | $14.3M | 82% |
| Services | $3.0M | 18% |
