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LIGHTPATH TECHNOLOGIES INC（LPTH）与美国合众银行（SFBC）财务数据对比。点击上方公司名可切换其他公司
LIGHTPATH TECHNOLOGIES INC的季度营收约是美国合众银行的1.7倍（$16.4M vs $9.5M），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs 1.5%），美国合众银行自由现金流更多（$7.0M vs $2.0M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs 5.5%）
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。
美国合众银行是一家美国跨国银行机构，总部位于明尼苏达州明尼阿波利斯，在特拉华州注册成立。截至2025年，它是美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为具有系统重要性的金融机构，主营银行、投资、抵押贷款等相关金融服务。
LPTH vs SFBC — 直观对比
营收规模更大
LPTH
是对方的1.7倍
$9.5M
营收增速更快
LPTH
高出118.7%
1.5%
自由现金流更多
SFBC
多$5.0M
$2.0M
两年增速更快
LPTH
近两年复合增速
5.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $9.5M |
| 净利润 | $-9.4M | — |
| 毛利率 | 36.8% | — |
| 营业利润率 | -52.6% | 27.1% |
| 净利率 | -57.5% | — |
| 营收同比 | 120.2% | 1.5% |
| 净利润同比 | -260.1% | — |
| 每股收益（稀释后） | $-0.20 | $0.87 |
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LPTHSFBC
| Q4 25 | $16.4M | $9.5M | ||
| Q3 25 | $15.1M | $9.8M | ||
| Q2 25 | $12.2M | $10.4M | ||
| Q1 25 | $9.2M | $9.2M | ||
| Q4 24 | $7.4M | $9.4M | ||
| Q3 24 | $8.4M | $9.1M | ||
| Q2 24 | $8.6M | $8.6M | ||
| Q1 24 | $7.7M | $8.6M |
净利润LPTHSFBC
| Q4 25 | $-9.4M | — | ||
| Q3 25 | $-2.9M | $1.7M | ||
| Q2 25 | $-7.1M | $2.1M | ||
| Q1 25 | $-3.6M | $1.2M | ||
| Q4 24 | $-2.6M | — | ||
| Q3 24 | $-1.6M | $1.2M | ||
| Q2 24 | $-2.4M | $795.0K | ||
| Q1 24 | $-2.6M | $770.0K |
毛利率LPTHSFBC
| 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LPTHSFBC
| Q4 25 | -52.6% | 27.1% | ||
| Q3 25 | -16.6% | 21.3% | ||
| Q2 25 | -38.0% | 24.5% | ||
| Q1 25 | -36.3% | 15.9% | ||
| Q4 24 | -33.5% | 24.6% | ||
| Q3 24 | -16.4% | 15.6% | ||
| Q2 24 | -25.6% | 11.4% | ||
| Q1 24 | -33.6% | 10.9% |
净利率LPTHSFBC
| Q4 25 | -57.5% | — | ||
| Q3 25 | -19.2% | 17.3% | ||
| Q2 25 | -57.8% | 19.8% | ||
| Q1 25 | -39.1% | 12.7% | ||
| Q4 24 | -35.2% | — | ||
| Q3 24 | -19.3% | 12.7% | ||
| Q2 24 | -27.3% | 9.2% | ||
| Q1 24 | -33.7% | 9.0% |
每股收益（稀释后）LPTHSFBC
| Q4 25 | $-0.20 | $0.87 | ||
| Q3 25 | $-0.07 | $0.66 | ||
| Q2 25 | $0.19 | $0.79 | ||
| Q1 25 | $-0.44 | $0.45 | ||
| Q4 24 | $-0.07 | $0.74 | ||
| Q3 24 | $-0.04 | $0.45 | ||
| Q2 24 | $-0.15 | $0.31 | ||
| Q1 24 | $-0.07 | $0.30 |
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 | $138.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $109.4M |
| 总资产 | $148.6M | $1.1B |
| 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LPTHSFBC
| Q4 25 | $73.6M | $138.5M | ||
| Q3 25 | — | $101.2M | ||
| Q2 25 | $4.9M | $102.5M | ||
| Q1 25 | — | $131.5M | ||
| Q4 24 | — | $43.6M | ||
| Q3 24 | — | $148.9M | ||
| Q2 24 | — | $135.1M | ||
| Q1 24 | — | $138.0M |
总债务LPTHSFBC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $535.0K | — | ||
| Q1 24 | $599.4K | — |
股东权益LPTHSFBC
| Q4 25 | $77.9M | $109.4M | ||
| Q3 25 | $21.4M | $107.5M | ||
| Q2 25 | $15.6M | $106.0M | ||
| Q1 25 | $15.7M | $104.4M | ||
| Q4 24 | $26.7M | $103.7M | ||
| Q3 24 | $29.4M | $102.2M | ||
| Q2 24 | $30.2M | $101.3M | ||
| Q1 24 | $31.7M | $101.0M |
总资产LPTHSFBC
| Q4 25 | $148.6M | $1.1B | ||
| Q3 25 | $87.3M | $1.1B | ||
| Q2 25 | $81.5M | $1.1B | ||
| Q1 25 | $81.4M | $1.1B | ||
| Q4 24 | $45.8M | $993.6M | ||
| Q3 24 | $48.4M | $1.1B | ||
| Q2 24 | $48.1M | $1.1B | ||
| Q1 24 | $49.7M | $1.1B |
负债/权益比LPTHSFBC
| 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 | $7.2M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $7.0M |
| 自由现金流率自由现金流/营收 | 12.0% | 73.4% |
| 资本支出强度资本支出/营收 | 5.3% | 1.8% |
| 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 | $12.0M |
8季度趋势，按日历期对齐
经营现金流LPTHSFBC
| Q4 25 | $2.8M | $7.2M | ||
| Q3 25 | $-1.1M | $3.8M | ||
| Q2 25 | $-2.6M | $-494.0K | ||
| Q1 25 | $-3.2M | $1.9M | ||
| Q4 24 | $-737.4K | $2.9M | ||
| Q3 24 | $-1.7M | $3.3M | ||
| Q2 24 | $64.7K | $-4.0M | ||
| Q1 24 | $-394.2K | $3.5M |
自由现金流LPTHSFBC
| Q4 25 | $2.0M | $7.0M | ||
| Q3 25 | $-1.2M | $3.8M | ||
| Q2 25 | $-3.3M | $-518.0K | ||
| Q1 25 | $-3.7M | $1.8M | ||
| Q4 24 | $-817.8K | $2.9M | ||
| Q3 24 | $-1.8M | $3.2M | ||
| Q2 24 | $-225.5K | $-5.6M | ||
| Q1 24 | $-802.5K | $1.9M |
自由现金流率LPTHSFBC
| Q4 25 | 12.0% | 73.4% | ||
| Q3 25 | -8.1% | 38.3% | ||
| Q2 25 | -27.3% | -5.0% | ||
| Q1 25 | -40.0% | 19.8% | ||
| Q4 24 | -11.0% | 30.4% | ||
| Q3 24 | -21.2% | 35.5% | ||
| Q2 24 | -2.6% | -65.4% | ||
| Q1 24 | -10.4% | 22.2% |
资本支出强度LPTHSFBC
| Q4 25 | 5.3% | 1.8% | ||
| Q3 25 | 0.5% | 0.4% | ||
| Q2 25 | 5.6% | 0.2% | ||
| Q1 25 | 4.6% | 0.4% | ||
| Q4 24 | 1.1% | 0.8% | ||
| Q3 24 | 0.9% | 0.5% | ||
| Q2 24 | 3.4% | 18.7% | ||
| Q1 24 | 5.3% | 19.0% |
现金转化率LPTHSFBC
| Q4 25 | — | — | ||
| Q3 25 | — | 2.24× | ||
| Q2 25 | — | -0.24× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.84× | ||
| Q2 24 | — | -5.05× | ||
| Q1 24 | — | 4.57× |
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% |
SFBC
暂无分部数据
