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LIGHTPATH TECHNOLOGIES INC（LPTH）与NeuroPace Inc（NPCE）财务数据对比。点击上方公司名可切换其他公司
NeuroPace Inc的季度营收约是LIGHTPATH TECHNOLOGIES INC的1.6倍（$26.6M vs $16.4M），NeuroPace Inc净利率更高（-10.3% vs -57.5%，领先47.3%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs 23.9%），LIGHTPATH TECHNOLOGIES INC自由现金流更多（$2.0M vs $409.0K），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs 21.1%）
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。
NeuroPace Inc是一家专注于神经调控技术的医疗科技企业，核心产品为可植入式响应神经刺激系统，主要用于治疗药物难治性癫痫，通过与医疗机构合作，为北美及部分全球市场的患者提供个性化治疗方案，降低癫痫发作频率。
LPTH vs NPCE — 直观对比
营收规模更大
NPCE
是对方的1.6倍
$16.4M
营收增速更快
LPTH
高出96.4%
23.9%
净利率更高
NPCE
高出47.3%
-57.5%
自由现金流更多
LPTH
多$1.5M
$409.0K
两年增速更快
LPTH
近两年复合增速
21.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $26.6M |
| 净利润 | $-9.4M | $-2.7M |
| 毛利率 | 36.8% | 77.4% |
| 营业利润率 | -52.6% | -6.6% |
| 净利率 | -57.5% | -10.3% |
| 营收同比 | 120.2% | 23.9% |
| 净利润同比 | -260.1% | 48.0% |
| 每股收益（稀释后） | $-0.20 | $-0.08 |
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LPTHNPCE
| Q4 25 | $16.4M | $26.6M | ||
| Q3 25 | $15.1M | $27.4M | ||
| Q2 25 | $12.2M | $23.5M | ||
| Q1 25 | $9.2M | $22.5M | ||
| Q4 24 | $7.4M | $21.5M | ||
| Q3 24 | $8.4M | $21.1M | ||
| Q2 24 | $8.6M | $19.3M | ||
| Q1 24 | $7.7M | $18.1M |
净利润LPTHNPCE
| Q4 25 | $-9.4M | $-2.7M | ||
| Q3 25 | $-2.9M | $-3.5M | ||
| Q2 25 | $-7.1M | $-8.7M | ||
| Q1 25 | $-3.6M | $-6.6M | ||
| Q4 24 | $-2.6M | $-5.3M | ||
| Q3 24 | $-1.6M | $-5.5M | ||
| Q2 24 | $-2.4M | $-7.5M | ||
| Q1 24 | $-2.6M | $-8.9M |
毛利率LPTHNPCE
| Q4 25 | 36.8% | 77.4% | ||
| Q3 25 | 29.8% | 77.4% | ||
| Q2 25 | 22.0% | 77.1% | ||
| Q1 25 | 29.1% | 77.0% | ||
| Q4 24 | 26.0% | 75.4% | ||
| Q3 24 | 33.9% | 73.2% | ||
| Q2 24 | 29.2% | 73.4% | ||
| Q1 24 | 20.9% | 73.6% |
营业利润率LPTHNPCE
| Q4 25 | -52.6% | -6.6% | ||
| Q3 25 | -16.6% | -9.5% | ||
| Q2 25 | -38.0% | -29.0% | ||
| Q1 25 | -36.3% | -22.9% | ||
| Q4 24 | -33.5% | -17.0% | ||
| Q3 24 | -16.4% | -20.1% | ||
| Q2 24 | -25.6% | -32.4% | ||
| Q1 24 | -33.6% | -41.6% |
净利率LPTHNPCE
| Q4 25 | -57.5% | -10.3% | ||
| Q3 25 | -19.2% | -12.8% | ||
| Q2 25 | -57.8% | -36.8% | ||
| Q1 25 | -39.1% | -29.3% | ||
| Q4 24 | -35.2% | -24.5% | ||
| Q3 24 | -19.3% | -25.9% | ||
| Q2 24 | -27.3% | -39.0% | ||
| Q1 24 | -33.7% | -49.2% |
每股收益（稀释后）LPTHNPCE
| Q4 25 | $-0.20 | $-0.08 | ||
| Q3 25 | $-0.07 | $-0.11 | ||
| Q2 25 | $0.19 | $-0.26 | ||
| Q1 25 | $-0.44 | $-0.21 | ||
| Q4 24 | $-0.07 | $-0.16 | ||
| Q3 24 | $-0.04 | $-0.19 | ||
| Q2 24 | $-0.15 | $-0.26 | ||
| Q1 24 | $-0.07 | $-0.32 |
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 | $73.6M | $61.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $19.0M |
| 总资产 | $148.6M | $105.6M |
| 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LPTHNPCE
| Q4 25 | $73.6M | $61.1M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | $4.9M | $62.1M | ||
| Q1 25 | — | $66.3M | ||
| Q4 24 | — | $52.8M | ||
| Q3 24 | — | $56.8M | ||
| Q2 24 | — | $55.5M | ||
| Q1 24 | — | $58.9M |
总债务LPTHNPCE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $535.0K | — | ||
| Q1 24 | $599.4K | — |
股东权益LPTHNPCE
| Q4 25 | $77.9M | $19.0M | ||
| Q3 25 | $21.4M | $18.5M | ||
| Q2 25 | $15.6M | $19.4M | ||
| Q1 25 | $15.7M | $24.3M | ||
| Q4 24 | $26.7M | $8.0M | ||
| Q3 24 | $29.4M | $9.8M | ||
| Q2 24 | $30.2M | $9.9M | ||
| Q1 24 | $31.7M | $14.3M |
总资产LPTHNPCE
| Q4 25 | $148.6M | $105.6M | ||
| Q3 25 | $87.3M | $107.3M | ||
| Q2 25 | $81.5M | $106.1M | ||
| Q1 25 | $81.4M | $110.2M | ||
| Q4 24 | $45.8M | $94.6M | ||
| Q3 24 | $48.4M | $96.3M | ||
| Q2 24 | $48.1M | $94.4M | ||
| Q1 24 | $49.7M | $98.9M |
负债/权益比LPTHNPCE
| 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 | $506.0K |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $409.0K |
| 自由现金流率自由现金流/营收 | 12.0% | 1.5% |
| 资本支出强度资本支出/营收 | 5.3% | 0.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-6.3M | $-11.3M |
8季度趋势，按日历期对齐
经营现金流LPTHNPCE
| Q4 25 | $2.8M | $506.0K | ||
| Q3 25 | $-1.1M | $-1.9M | ||
| Q2 25 | $-2.6M | $-2.1M | ||
| Q1 25 | $-3.2M | $-7.5M | ||
| Q4 24 | $-737.4K | $-4.8M | ||
| Q3 24 | $-1.7M | $-1.7M | ||
| Q2 24 | $64.7K | $-3.9M | ||
| Q1 24 | $-394.2K | $-7.5M |
自由现金流LPTHNPCE
| Q4 25 | $2.0M | $409.0K | ||
| Q3 25 | $-1.2M | $-2.0M | ||
| Q2 25 | $-3.3M | $-2.3M | ||
| Q1 25 | $-3.7M | $-7.5M | ||
| Q4 24 | $-817.8K | $-4.8M | ||
| Q3 24 | $-1.8M | $-1.8M | ||
| Q2 24 | $-225.5K | $-4.0M | ||
| Q1 24 | $-802.5K | $-7.6M |
自由现金流率LPTHNPCE
| Q4 25 | 12.0% | 1.5% | ||
| Q3 25 | -8.1% | -7.2% | ||
| Q2 25 | -27.3% | -9.6% | ||
| Q1 25 | -40.0% | -33.4% | ||
| Q4 24 | -11.0% | -22.5% | ||
| Q3 24 | -21.2% | -8.7% | ||
| Q2 24 | -2.6% | -20.6% | ||
| Q1 24 | -10.4% | -42.1% |
资本支出强度LPTHNPCE
| Q4 25 | 5.3% | 0.4% | ||
| Q3 25 | 0.5% | 0.1% | ||
| Q2 25 | 5.6% | 0.7% | ||
| Q1 25 | 4.6% | 0.2% | ||
| Q4 24 | 1.1% | 0.2% | ||
| Q3 24 | 0.9% | 0.5% | ||
| Q2 24 | 3.4% | 0.3% | ||
| Q1 24 | 5.3% | 0.6% |
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% |
NPCE
暂无分部数据
