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LIGHTPATH TECHNOLOGIES INC(LPTH)与纳微半导体(NVTS)财务数据对比。点击上方公司名可切换其他公司
LIGHTPATH TECHNOLOGIES INC的季度营收约是纳微半导体的1.9倍($16.4M vs $8.6M),LIGHTPATH TECHNOLOGIES INC同比增速更快(120.2% vs -38.7%),过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高(45.7% vs -35.2%)
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。
纳微半导体是全球领先的半导体企业,专注于设计生产氮化镓功率集成电路,其高能效、小体积的功率解决方案广泛应用于消费电子、电动汽车、可再生能源、工业领域,服务覆盖北美、亚洲、欧洲的客户。
LPTH vs NVTS — 直观对比
营收规模更大
LPTH
是对方的1.9倍
$8.6M
营收增速更快
LPTH
高出158.9%
-38.7%
两年增速更快
LPTH
近两年复合增速
-35.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $16.4M | $8.6M |
| 净利润 | $-9.4M | — |
| 毛利率 | 36.8% | 98.6% |
| 营业利润率 | -52.6% | -260.6% |
| 净利率 | -57.5% | — |
| 营收同比 | 120.2% | -38.7% |
| 净利润同比 | -260.1% | — |
| 每股收益(稀释后) | $-0.20 | — |
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
LPTH
NVTS
| Q1 26 | — | $8.6M | ||
| Q4 25 | $16.4M | $7.3M | ||
| Q3 25 | $15.1M | $10.1M | ||
| Q2 25 | $12.2M | $14.5M | ||
| Q1 25 | $9.2M | $14.0M | ||
| Q4 24 | $7.4M | $18.0M | ||
| Q3 24 | $8.4M | $21.7M | ||
| Q2 24 | $8.6M | $20.5M |
净利润
LPTH
NVTS
| Q1 26 | — | — | ||
| Q4 25 | $-9.4M | $-31.8M | ||
| Q3 25 | $-2.9M | $-19.2M | ||
| Q2 25 | $-7.1M | $-49.1M | ||
| Q1 25 | $-3.6M | $-16.8M | ||
| Q4 24 | $-2.6M | $-39.9M | ||
| Q3 24 | $-1.6M | $-18.7M | ||
| Q2 24 | $-2.4M | $-22.3M |
毛利率
LPTH
NVTS
| Q1 26 | — | 98.6% | ||
| Q4 25 | 36.8% | 38.1% | ||
| Q3 25 | 29.8% | 37.9% | ||
| Q2 25 | 22.0% | 16.1% | ||
| Q1 25 | 29.1% | 37.9% | ||
| Q4 24 | 26.0% | 12.4% | ||
| Q3 24 | 33.9% | 39.7% | ||
| Q2 24 | 29.2% | 39.0% |
营业利润率
LPTH
NVTS
| Q1 26 | — | -260.6% | ||
| Q4 25 | -52.6% | -567.3% | ||
| Q3 25 | -16.6% | -192.0% | ||
| Q2 25 | -38.0% | -149.4% | ||
| Q1 25 | -36.3% | -180.5% | ||
| Q4 24 | -33.5% | -216.9% | ||
| Q3 24 | -16.4% | -133.6% | ||
| Q2 24 | -25.6% | -152.1% |
净利率
LPTH
NVTS
| Q1 26 | — | — | ||
| Q4 25 | -57.5% | -436.1% | ||
| Q3 25 | -19.2% | -190.2% | ||
| Q2 25 | -57.8% | -338.7% | ||
| Q1 25 | -39.1% | -120.1% | ||
| Q4 24 | -35.2% | -221.7% | ||
| Q3 24 | -19.3% | -86.4% | ||
| Q2 24 | -27.3% | -109.1% |
每股收益(稀释后)
LPTH
NVTS
| Q1 26 | — | — | ||
| Q4 25 | $-0.20 | $-0.14 | ||
| Q3 25 | $-0.07 | $-0.09 | ||
| Q2 25 | $0.19 | $-0.25 | ||
| Q1 25 | $-0.44 | $-0.09 | ||
| Q4 24 | $-0.07 | $-0.22 | ||
| Q3 24 | $-0.04 | $-0.10 | ||
| Q2 24 | $-0.15 | $-0.12 |
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 | $221.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $420.0M |
| 总资产 | $148.6M | $481.4M |
| 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
LPTH
NVTS
| Q1 26 | — | $221.0M | ||
| Q4 25 | $73.6M | $236.9M | ||
| Q3 25 | — | $150.6M | ||
| Q2 25 | $4.9M | $161.2M | ||
| Q1 25 | — | $75.1M | ||
| Q4 24 | — | $86.7M | ||
| Q3 24 | — | $98.3M | ||
| Q2 24 | — | $111.7M |
总债务
LPTH
NVTS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $535.0K | — |
股东权益
LPTH
NVTS
| Q1 26 | — | $420.0M | ||
| Q4 25 | $77.9M | $443.7M | ||
| Q3 25 | $21.4M | $371.0M | ||
| Q2 25 | $15.6M | $388.9M | ||
| Q1 25 | $15.7M | $341.8M | ||
| Q4 24 | $26.7M | $348.0M | ||
| Q3 24 | $29.4M | $380.8M | ||
| Q2 24 | $30.2M | $388.1M |
总资产
LPTH
NVTS
| Q1 26 | — | $481.4M | ||
| Q4 25 | $148.6M | $500.5M | ||
| Q3 25 | $87.3M | $430.2M | ||
| Q2 25 | $81.5M | $449.4M | ||
| Q1 25 | $81.4M | $370.8M | ||
| Q4 24 | $45.8M | $390.0M | ||
| Q3 24 | $48.4M | $419.4M | ||
| Q2 24 | $48.1M | $439.1M |
负债/权益比
LPTH
NVTS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $2.0M | — |
| 自由现金流率自由现金流/营收 | 12.0% | — |
| 资本支出强度资本支出/营收 | 5.3% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
LPTH
NVTS
| Q1 26 | — | — | ||
| Q4 25 | $2.8M | $-8.1M | ||
| Q3 25 | $-1.1M | $-10.0M | ||
| Q2 25 | $-2.6M | $-11.2M | ||
| Q1 25 | $-3.2M | $-13.5M | ||
| Q4 24 | $-737.4K | $-10.2M | ||
| Q3 24 | $-1.7M | $-13.7M | ||
| Q2 24 | $64.7K | $-15.1M |
自由现金流
LPTH
NVTS
| Q1 26 | — | — | ||
| Q4 25 | $2.0M | $-8.2M | ||
| Q3 25 | $-1.2M | $-10.7M | ||
| Q2 25 | $-3.3M | $-11.9M | ||
| Q1 25 | $-3.7M | $-13.6M | ||
| Q4 24 | $-817.8K | $-10.8M | ||
| Q3 24 | $-1.8M | $-14.3M | ||
| Q2 24 | $-225.5K | $-17.9M |
自由现金流率
LPTH
NVTS
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | -111.8% | ||
| Q3 25 | -8.1% | -106.1% | ||
| Q2 25 | -27.3% | -82.2% | ||
| Q1 25 | -40.0% | -96.8% | ||
| Q4 24 | -11.0% | -59.8% | ||
| Q3 24 | -21.2% | -65.9% | ||
| Q2 24 | -2.6% | -87.3% |
资本支出强度
LPTH
NVTS
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 0.7% | ||
| Q3 25 | 0.5% | 7.0% | ||
| Q2 25 | 5.6% | 4.7% | ||
| Q1 25 | 4.6% | 0.3% | ||
| Q4 24 | 1.1% | 3.1% | ||
| Q3 24 | 0.9% | 2.6% | ||
| Q2 24 | 3.4% | 13.4% |
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% |
NVTS
暂无分部数据