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LIGHTPATH TECHNOLOGIES INC（LPTH）与Protalix BioTherapeutics, Inc.（PLX）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Protalix BioTherapeutics, Inc.的1.8倍（$16.4M vs $9.1M），LIGHTPATH TECHNOLOGIES INC净利率更高（-57.5% vs -60.3%，领先2.8%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs -49.9%），LIGHTPATH TECHNOLOGIES INC自由现金流更多（$2.0M vs $1.6M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs -6.7%）
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。
Protalix BioTherapeutics是一家以色列制药企业，核心产品为植物源酶制剂他利苷酶阿尔法，该产品已获美国食品药品监督管理局批准，用于治疗戈谢病，专注于开发创新生物技术药物服务患者需求。
LPTH vs PLX — 直观对比
营收规模更大
LPTH
是对方的1.8倍
$9.1M
营收增速更快
LPTH
高出170.2%
-49.9%
净利率更高
LPTH
高出2.8%
-60.3%
自由现金流更多
LPTH
多$328.9K
$1.6M
两年增速更快
LPTH
近两年复合增速
-6.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $9.1M |
| 净利润 | $-9.4M | $-5.5M |
| 毛利率 | 36.8% | 49.4% |
| 营业利润率 | -52.6% | -51.1% |
| 净利率 | -57.5% | -60.3% |
| 营收同比 | 120.2% | -49.9% |
| 净利润同比 | -260.1% | -184.8% |
| 每股收益（稀释后） | $-0.20 | $-0.06 |
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LPTHPLX
| Q4 25 | $16.4M | $9.1M | ||
| Q3 25 | $15.1M | $17.9M | ||
| Q2 25 | $12.2M | $15.7M | ||
| Q1 25 | $9.2M | $10.1M | ||
| Q4 24 | $7.4M | $18.2M | ||
| Q3 24 | $8.4M | $18.0M | ||
| Q2 24 | $8.6M | $13.5M | ||
| Q1 24 | $7.7M | — |
净利润LPTHPLX
| Q4 25 | $-9.4M | $-5.5M | ||
| Q3 25 | $-2.9M | $2.4M | ||
| Q2 25 | $-7.1M | $164.0K | ||
| Q1 25 | $-3.6M | $-3.6M | ||
| Q4 24 | $-2.6M | $6.5M | ||
| Q3 24 | $-1.6M | $3.2M | ||
| Q2 24 | $-2.4M | $-2.2M | ||
| Q1 24 | $-2.6M | — |
毛利率LPTHPLX
| Q4 25 | 36.8% | 49.4% | ||
| Q3 25 | 29.8% | 53.4% | ||
| Q2 25 | 22.0% | 62.5% | ||
| Q1 25 | 29.1% | 19.1% | ||
| Q4 24 | 26.0% | 78.7% | ||
| Q3 24 | 33.9% | 53.4% | ||
| Q2 24 | 29.2% | 29.8% | ||
| Q1 24 | 20.9% | — |
营业利润率LPTHPLX
| Q4 25 | -52.6% | -51.1% | ||
| Q3 25 | -16.6% | 11.9% | ||
| Q2 25 | -38.0% | 7.5% | ||
| Q1 25 | -36.3% | -41.0% | ||
| Q4 24 | -33.5% | 39.6% | ||
| Q3 24 | -16.4% | 22.2% | ||
| Q2 24 | -25.6% | -18.0% | ||
| Q1 24 | -33.6% | — |
净利率LPTHPLX
| Q4 25 | -57.5% | -60.3% | ||
| Q3 25 | -19.2% | 13.2% | ||
| Q2 25 | -57.8% | 1.0% | ||
| Q1 25 | -39.1% | -35.8% | ||
| Q4 24 | -35.2% | 35.6% | ||
| Q3 24 | -19.3% | 18.0% | ||
| Q2 24 | -27.3% | -16.4% | ||
| Q1 24 | -33.7% | — |
每股收益（稀释后）LPTHPLX
| Q4 25 | $-0.20 | $-0.06 | ||
| Q3 25 | $-0.07 | $0.03 | ||
| Q2 25 | $0.19 | $0.00 | ||
| Q1 25 | $-0.44 | $-0.05 | ||
| Q4 24 | $-0.07 | $0.10 | ||
| Q3 24 | $-0.04 | $0.03 | ||
| Q2 24 | $-0.15 | $-0.03 | ||
| Q1 24 | $-0.07 | — |
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 | $14.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $48.2M |
| 总资产 | $148.6M | $82.3M |
| 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LPTHPLX
| Q4 25 | $73.6M | $14.7M | ||
| Q3 25 | — | $13.6M | ||
| Q2 25 | $4.9M | $17.9M | ||
| Q1 25 | — | $19.5M | ||
| Q4 24 | — | $19.8M | ||
| Q3 24 | — | $27.4M | ||
| Q2 24 | — | $23.4M | ||
| Q1 24 | — | — |
总债务LPTHPLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $535.0K | — | ||
| Q1 24 | $599.4K | — |
股东权益LPTHPLX
| Q4 25 | $77.9M | $48.2M | ||
| Q3 25 | $21.4M | $52.9M | ||
| Q2 25 | $15.6M | $49.9M | ||
| Q1 25 | $15.7M | $45.2M | ||
| Q4 24 | $26.7M | $43.2M | ||
| Q3 24 | $29.4M | $32.4M | ||
| Q2 24 | $30.2M | $28.6M | ||
| Q1 24 | $31.7M | — |
总资产LPTHPLX
| Q4 25 | $148.6M | $82.3M | ||
| Q3 25 | $87.3M | $82.3M | ||
| Q2 25 | $81.5M | $78.5M | ||
| Q1 25 | $81.4M | $73.9M | ||
| Q4 24 | $45.8M | $73.4M | ||
| Q3 24 | $48.4M | $61.6M | ||
| Q2 24 | $48.1M | $91.5M | ||
| Q1 24 | $49.7M | — |
负债/权益比LPTHPLX
| 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 | $2.0M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $1.6M |
| 自由现金流率自由现金流/营收 | 12.0% | 17.8% |
| 资本支出强度资本支出/营收 | 5.3% | 4.4% |
| 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 | $-13.6M |
8季度趋势，按日历期对齐
经营现金流LPTHPLX
| Q4 25 | $2.8M | $2.0M | ||
| Q3 25 | $-1.1M | $-3.7M | ||
| Q2 25 | $-2.6M | $-5.2M | ||
| Q1 25 | $-3.2M | $-5.1M | ||
| Q4 24 | $-737.4K | $4.0M | ||
| Q3 24 | $-1.7M | $4.1M | ||
| Q2 24 | $64.7K | $-3.6M | ||
| Q1 24 | $-394.2K | — |
自由现金流LPTHPLX
| Q4 25 | $2.0M | $1.6M | ||
| Q3 25 | $-1.2M | $-4.2M | ||
| Q2 25 | $-3.3M | $-5.7M | ||
| Q1 25 | $-3.7M | $-5.4M | ||
| Q4 24 | $-817.8K | $3.6M | ||
| Q3 24 | $-1.8M | $4.0M | ||
| Q2 24 | $-225.5K | $-3.8M | ||
| Q1 24 | $-802.5K | — |
自由现金流率LPTHPLX
| Q4 25 | 12.0% | 17.8% | ||
| Q3 25 | -8.1% | -23.7% | ||
| Q2 25 | -27.3% | -36.2% | ||
| Q1 25 | -40.0% | -53.0% | ||
| Q4 24 | -11.0% | 19.6% | ||
| Q3 24 | -21.2% | 22.4% | ||
| Q2 24 | -2.6% | -28.1% | ||
| Q1 24 | -10.4% | — |
资本支出强度LPTHPLX
| Q4 25 | 5.3% | 4.4% | ||
| Q3 25 | 0.5% | 2.8% | ||
| Q2 25 | 5.6% | 2.8% | ||
| Q1 25 | 4.6% | 3.0% | ||
| Q4 24 | 1.1% | 2.3% | ||
| Q3 24 | 0.9% | 0.5% | ||
| Q2 24 | 3.4% | 1.3% | ||
| Q1 24 | 5.3% | — |
现金转化率LPTHPLX
| Q4 25 | — | — | ||
| Q3 25 | — | -1.58× | ||
| Q2 25 | — | -31.91× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 1.27× | ||
| 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% |
PLX
| Products | $8.7M | 95% |
| Other | $428.0K | 5% |
