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LIGHTPATH TECHNOLOGIES INC（LPTH）与Silvercrest Asset Management Group Inc.（SAMG）财务数据对比。点击上方公司名可切换其他公司
Silvercrest Asset Management Group Inc.的季度营收约是LIGHTPATH TECHNOLOGIES INC的2.0倍（$32.0M vs $16.4M），Silvercrest Asset Management Group Inc.净利率更高（-0.4% vs -57.5%，领先57.1%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs -0.0%），Silvercrest Asset Management Group Inc.自由现金流更多（$15.0M vs $2.0M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs 2.7%）
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。
LPTH vs SAMG — 直观对比
营收规模更大
SAMG
是对方的2.0倍
$16.4M
营收增速更快
LPTH
高出120.2%
-0.0%
净利率更高
SAMG
高出57.1%
-57.5%
自由现金流更多
SAMG
多$13.0M
$2.0M
两年增速更快
LPTH
近两年复合增速
2.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $32.0M |
| 净利润 | $-9.4M | $-120.0K |
| 毛利率 | 36.8% | — |
| 营业利润率 | -52.6% | -2.8% |
| 净利率 | -57.5% | -0.4% |
| 营收同比 | 120.2% | -0.0% |
| 净利润同比 | -260.1% | -107.4% |
| 每股收益（稀释后） | $-0.20 | $0.02 |
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LPTHSAMG
| Q4 25 | $16.4M | $32.0M | ||
| Q3 25 | $15.1M | $31.3M | ||
| Q2 25 | $12.2M | $30.7M | ||
| Q1 25 | $9.2M | $31.4M | ||
| Q4 24 | $7.4M | $32.0M | ||
| Q3 24 | $8.4M | $30.4M | ||
| Q2 24 | $8.6M | $31.0M | ||
| Q1 24 | $7.7M | $30.3M |
净利润LPTHSAMG
| Q4 25 | $-9.4M | $-120.0K | ||
| Q3 25 | $-2.9M | $618.0K | ||
| Q2 25 | $-7.1M | $1.9M | ||
| Q1 25 | $-3.6M | $2.5M | ||
| Q4 24 | $-2.6M | $1.6M | ||
| Q3 24 | $-1.6M | $2.3M | ||
| Q2 24 | $-2.4M | $2.7M | ||
| Q1 24 | $-2.6M | $3.0M |
毛利率LPTHSAMG
| Q4 25 | 36.8% | — | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | 22.0% | — | ||
| Q1 25 | 29.1% | — | ||
| Q4 24 | 26.0% | — | ||
| Q3 24 | 33.9% | — | ||
| Q2 24 | 29.2% | — | ||
| Q1 24 | 20.9% | — |
营业利润率LPTHSAMG
| Q4 25 | -52.6% | -2.8% | ||
| Q3 25 | -16.6% | 4.3% | ||
| Q2 25 | -38.0% | 13.2% | ||
| Q1 25 | -36.3% | 15.4% | ||
| Q4 24 | -33.5% | 6.1% | ||
| Q3 24 | -16.4% | 14.6% | ||
| Q2 24 | -25.6% | 17.1% | ||
| Q1 24 | -33.6% | 19.5% |
净利率LPTHSAMG
| Q4 25 | -57.5% | -0.4% | ||
| Q3 25 | -19.2% | 2.0% | ||
| Q2 25 | -57.8% | 6.3% | ||
| Q1 25 | -39.1% | 7.9% | ||
| Q4 24 | -35.2% | 5.1% | ||
| Q3 24 | -19.3% | 7.4% | ||
| Q2 24 | -27.3% | 8.6% | ||
| Q1 24 | -33.7% | 9.9% |
每股收益（稀释后）LPTHSAMG
| Q4 25 | $-0.20 | $0.02 | ||
| Q3 25 | $-0.07 | $0.07 | ||
| Q2 25 | $0.19 | $0.21 | ||
| Q1 25 | $-0.44 | $0.26 | ||
| Q4 24 | $-0.07 | $0.16 | ||
| Q3 24 | $-0.04 | $0.24 | ||
| Q2 24 | $-0.15 | $0.28 | ||
| 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 | $44.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $50.3M |
| 总资产 | $148.6M | $166.6M |
| 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LPTHSAMG
| Q4 25 | $73.6M | $44.1M | ||
| Q3 25 | — | $36.1M | ||
| Q2 25 | $4.9M | $30.0M | ||
| Q1 25 | — | $36.3M | ||
| Q4 24 | — | $68.6M | ||
| Q3 24 | — | $58.1M | ||
| Q2 24 | — | $49.9M | ||
| Q1 24 | — | $39.7M |
总债务LPTHSAMG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $535.0K | — | ||
| Q1 24 | $599.4K | — |
股东权益LPTHSAMG
| Q4 25 | $77.9M | $50.3M | ||
| Q3 25 | $21.4M | $58.9M | ||
| Q2 25 | $15.6M | $64.6M | ||
| Q1 25 | $15.7M | $80.0M | ||
| Q4 24 | $26.7M | $80.7M | ||
| Q3 24 | $29.4M | $84.6M | ||
| Q2 24 | $30.2M | $85.3M | ||
| Q1 24 | $31.7M | $83.9M |
总资产LPTHSAMG
| Q4 25 | $148.6M | $166.6M | ||
| Q3 25 | $87.3M | $157.6M | ||
| Q2 25 | $81.5M | $152.7M | ||
| Q1 25 | $81.4M | $159.9M | ||
| Q4 24 | $45.8M | $194.4M | ||
| Q3 24 | $48.4M | $184.2M | ||
| Q2 24 | $48.1M | $177.6M | ||
| Q1 24 | $49.7M | $170.2M |
负债/权益比LPTHSAMG
| 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 | $18.6M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $15.0M |
| 自由现金流率自由现金流/营收 | 12.0% | 46.9% |
| 资本支出强度资本支出/营收 | 5.3% | 11.4% |
| 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 | $17.0M |
8季度趋势，按日历期对齐
经营现金流LPTHSAMG
| Q4 25 | $2.8M | $18.6M | ||
| Q3 25 | $-1.1M | $14.6M | ||
| Q2 25 | $-2.6M | $13.8M | ||
| Q1 25 | $-3.2M | $-24.7M | ||
| Q4 24 | $-737.4K | $21.6M | ||
| Q3 24 | $-1.7M | $13.3M | ||
| Q2 24 | $64.7K | $16.0M | ||
| Q1 24 | $-394.2K | $-24.1M |
自由现金流LPTHSAMG
| Q4 25 | $2.0M | $15.0M | ||
| Q3 25 | $-1.2M | $13.8M | ||
| Q2 25 | $-3.3M | $13.4M | ||
| Q1 25 | $-3.7M | $-25.1M | ||
| Q4 24 | $-817.8K | $19.9M | ||
| Q3 24 | $-1.8M | $12.9M | ||
| Q2 24 | $-225.5K | $15.6M | ||
| Q1 24 | $-802.5K | $-24.7M |
自由现金流率LPTHSAMG
| Q4 25 | 12.0% | 46.9% | ||
| Q3 25 | -8.1% | 44.1% | ||
| Q2 25 | -27.3% | 43.6% | ||
| Q1 25 | -40.0% | -80.0% | ||
| Q4 24 | -11.0% | 62.2% | ||
| Q3 24 | -21.2% | 42.4% | ||
| Q2 24 | -2.6% | 50.4% | ||
| Q1 24 | -10.4% | -81.6% |
资本支出强度LPTHSAMG
| Q4 25 | 5.3% | 11.4% | ||
| Q3 25 | 0.5% | 2.6% | ||
| Q2 25 | 5.6% | 1.5% | ||
| Q1 25 | 4.6% | 1.3% | ||
| Q4 24 | 1.1% | 5.3% | ||
| Q3 24 | 0.9% | 1.2% | ||
| Q2 24 | 3.4% | 1.1% | ||
| Q1 24 | 5.3% | 2.0% |
现金转化率LPTHSAMG
| Q4 25 | — | — | ||
| Q3 25 | — | 23.62× | ||
| Q2 25 | — | 7.22× | ||
| Q1 25 | — | -10.01× | ||
| Q4 24 | — | 13.34× | ||
| Q3 24 | — | 5.90× | ||
| Q2 24 | — | 6.00× | ||
| Q1 24 | — | -8.03× |
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% |
SAMG
| Investment Advisory Management And Administrative Service | $30.7M | 96% |
| Tax And Family Office Services | $1.2M | 4% |
