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LIGHTPATH TECHNOLOGIES INC（LPTH）与AVITA Medical, Inc.（RCEL）财务数据对比。点击上方公司名可切换其他公司
AVITA Medical, Inc.的季度营收约是LIGHTPATH TECHNOLOGIES INC的1.1倍（$17.6M vs $16.4M），LIGHTPATH TECHNOLOGIES INC净利率更高（-57.5% vs -66.0%，领先8.4%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs -4.3%），LIGHTPATH TECHNOLOGIES INC自由现金流更多（$2.0M vs $-6.1M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs 26.0%）
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。
AVITA Medical是一家聚焦再生医学领域的产业化企业，专注于多款再生医疗产品的研发与市场推广。公司首款上市产品ReCell喷雾皮肤产品用于烧伤治疗，最新推出两款产品：面向医美整形领域、用于皮肤损伤修复的ReNovaCell，以及针对慢性伤口治疗的ReGenerCell。目前公司的再生产品管线已在欧洲、中东地区实现商业化销售。
LPTH vs RCEL — 直观对比
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $17.6M |
| 净利润 | $-9.4M | $-11.6M |
| 毛利率 | 36.8% | 81.2% |
| 营业利润率 | -52.6% | -59.1% |
| 净利率 | -57.5% | -66.0% |
| 营收同比 | 120.2% | -4.3% |
| 净利润同比 | -260.1% | -0.3% |
| 每股收益（稀释后） | $-0.20 | $-0.37 |
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
| Q4 25 | $16.4M | $17.6M | ||
| Q3 25 | $15.1M | $17.1M | ||
| Q2 25 | $12.2M | $18.4M | ||
| Q1 25 | $9.2M | $18.5M | ||
| Q4 24 | $7.4M | $18.4M | ||
| Q3 24 | $8.4M | $19.5M | ||
| Q2 24 | $8.6M | $15.2M | ||
| Q1 24 | $7.7M | $11.1M |
| Q4 25 | $-9.4M | $-11.6M | ||
| Q3 25 | $-2.9M | $-13.2M | ||
| Q2 25 | $-7.1M | $-9.9M | ||
| Q1 25 | $-3.6M | $-13.9M | ||
| Q4 24 | $-2.6M | $-11.6M | ||
| Q3 24 | $-1.6M | $-16.2M | ||
| Q2 24 | $-2.4M | $-15.4M | ||
| Q1 24 | $-2.6M | $-18.7M |
| Q4 25 | 36.8% | 81.2% | ||
| Q3 25 | 29.8% | 81.3% | ||
| Q2 25 | 22.0% | 81.2% | ||
| Q1 25 | 29.1% | 84.7% | ||
| Q4 24 | 26.0% | 87.6% | ||
| Q3 24 | 33.9% | 83.7% | ||
| Q2 24 | 29.2% | 86.1% | ||
| Q1 24 | 20.9% | 86.4% |
| Q4 25 | -52.6% | -59.1% | ||
| Q3 25 | -16.6% | -53.6% | ||
| Q2 25 | -38.0% | -60.5% | ||
| Q1 25 | -36.3% | -63.9% | ||
| Q4 24 | -33.5% | -54.1% | ||
| Q3 24 | -16.4% | -70.6% | ||
| Q2 24 | -25.6% | -102.8% | ||
| Q1 24 | -33.6% | -155.0% |
| Q4 25 | -57.5% | -66.0% | ||
| Q3 25 | -19.2% | -77.3% | ||
| Q2 25 | -57.8% | -53.9% | ||
| Q1 25 | -39.1% | -74.9% | ||
| Q4 24 | -35.2% | -63.0% | ||
| Q3 24 | -19.3% | -82.9% | ||
| Q2 24 | -27.3% | -101.3% | ||
| Q1 24 | -33.7% | -168.0% |
| Q4 25 | $-0.20 | $-0.37 | ||
| Q3 25 | $-0.07 | $-0.46 | ||
| Q2 25 | $0.19 | $-0.38 | ||
| Q1 25 | $-0.44 | $-0.53 | ||
| Q4 24 | $-0.07 | $-0.44 | ||
| Q3 24 | $-0.04 | $-0.62 | ||
| Q2 24 | $-0.15 | $-0.60 | ||
| Q1 24 | $-0.07 | $-0.73 |
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 | $18.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $-16.6M |
| 总资产 | $148.6M | $56.4M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $73.6M | $18.2M | ||
| Q3 25 | — | $23.3M | ||
| Q2 25 | $4.9M | $15.7M | ||
| Q1 25 | — | $25.8M | ||
| Q4 24 | — | $35.9M | ||
| Q3 24 | — | $44.4M | ||
| Q2 24 | — | $54.1M | ||
| Q1 24 | — | $68.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $535.0K | — | ||
| Q1 24 | $599.4K | — |
| Q4 25 | $77.9M | $-16.6M | ||
| Q3 25 | $21.4M | $-6.7M | ||
| Q2 25 | $15.6M | $-12.9M | ||
| Q1 25 | $15.7M | $-4.6M | ||
| Q4 24 | $26.7M | $4.5M | ||
| Q3 24 | $29.4M | $12.2M | ||
| Q2 24 | $30.2M | $23.9M | ||
| Q1 24 | $31.7M | $32.6M |
| Q4 25 | $148.6M | $56.4M | ||
| Q3 25 | $87.3M | $63.7M | ||
| Q2 25 | $81.5M | $58.1M | ||
| Q1 25 | $81.4M | $69.6M | ||
| Q4 24 | $45.8M | $79.7M | ||
| Q3 24 | $48.4M | $81.1M | ||
| Q2 24 | $48.1M | $87.8M | ||
| Q1 24 | $49.7M | $97.4M |
| 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 | $-5.4M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $-6.1M |
| 自由现金流率自由现金流/营收 | 12.0% | -34.7% |
| 资本支出强度资本支出/营收 | 5.3% | 3.8% |
| 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 | $-33.5M |
8季度趋势，按日历期对齐
| Q4 25 | $2.8M | $-5.4M | ||
| Q3 25 | $-1.1M | $-5.2M | ||
| Q2 25 | $-2.6M | $-10.2M | ||
| Q1 25 | $-3.2M | $-10.3M | ||
| Q4 24 | $-737.4K | $-8.1M | ||
| Q3 24 | $-1.7M | $-7.2M | ||
| Q2 24 | $64.7K | $-12.8M | ||
| Q1 24 | $-394.2K | $-20.9M |
| Q4 25 | $2.0M | $-6.1M | ||
| Q3 25 | $-1.2M | $-6.2M | ||
| Q2 25 | $-3.3M | $-10.8M | ||
| Q1 25 | $-3.7M | $-10.5M | ||
| Q4 24 | $-817.8K | $-9.7M | ||
| Q3 24 | $-1.8M | $-11.0M | ||
| Q2 24 | $-225.5K | $-15.4M | ||
| Q1 24 | $-802.5K | $-22.0M |
| Q4 25 | 12.0% | -34.7% | ||
| Q3 25 | -8.1% | -36.1% | ||
| Q2 25 | -27.3% | -58.4% | ||
| Q1 25 | -40.0% | -56.9% | ||
| Q4 24 | -11.0% | -52.7% | ||
| Q3 24 | -21.2% | -56.1% | ||
| Q2 24 | -2.6% | -101.6% | ||
| Q1 24 | -10.4% | -198.2% |
| Q4 25 | 5.3% | 3.8% | ||
| Q3 25 | 0.5% | 5.5% | ||
| Q2 25 | 5.6% | 2.8% | ||
| Q1 25 | 4.6% | 1.2% | ||
| Q4 24 | 1.1% | 8.8% | ||
| Q3 24 | 0.9% | 19.2% | ||
| Q2 24 | 3.4% | 17.5% | ||
| Q1 24 | 5.3% | 10.3% |
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% |
RCEL
暂无分部数据
