vs
LIGHTPATH TECHNOLOGIES INC(LPTH)与Sight Sciences, Inc.(SGHT)财务数据对比。点击上方公司名可切换其他公司
Sight Sciences, Inc.的季度营收约是LIGHTPATH TECHNOLOGIES INC的1.2倍($20.4M vs $16.4M),Sight Sciences, Inc.净利率更高(-20.4% vs -57.5%,领先37.1%),LIGHTPATH TECHNOLOGIES INC同比增速更快(120.2% vs 6.9%),LIGHTPATH TECHNOLOGIES INC自由现金流更多($2.0M vs $-2.0M),过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高(45.7% vs 2.9%)
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。
Sight Sciences, Inc.是一家处于商业化阶段的医疗科技企业,专注于开发及商业化青光眼、干眼症等常见眼部疾病的创新治疗产品,提供微创手术设备与非手术护理解决方案,主要服务美国市场的眼科医师及患者。
LPTH vs SGHT — 直观对比
营收规模更大
SGHT
是对方的1.2倍
$16.4M
营收增速更快
LPTH
高出113.4%
6.9%
净利率更高
SGHT
高出37.1%
-57.5%
自由现金流更多
LPTH
多$3.9M
$-2.0M
两年增速更快
LPTH
近两年复合增速
2.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $16.4M | $20.4M |
| 净利润 | $-9.4M | $-4.2M |
| 毛利率 | 36.8% | 87.3% |
| 营业利润率 | -52.6% | -18.0% |
| 净利率 | -57.5% | -20.4% |
| 营收同比 | 120.2% | 6.9% |
| 净利润同比 | -260.1% | 64.9% |
| 每股收益(稀释后) | $-0.20 | $-0.07 |
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
SGHT
| Q4 25 | $16.4M | $20.4M | ||
| Q3 25 | $15.1M | $19.9M | ||
| Q2 25 | $12.2M | $19.6M | ||
| Q1 25 | $9.2M | $17.5M | ||
| Q4 24 | $7.4M | $19.1M | ||
| Q3 24 | $8.4M | $20.2M | ||
| Q2 24 | $8.6M | $21.4M | ||
| Q1 24 | $7.7M | $19.3M |
净利润
LPTH
SGHT
| Q4 25 | $-9.4M | $-4.2M | ||
| Q3 25 | $-2.9M | $-8.2M | ||
| Q2 25 | $-7.1M | $-11.9M | ||
| Q1 25 | $-3.6M | $-14.2M | ||
| Q4 24 | $-2.6M | $-11.8M | ||
| Q3 24 | $-1.6M | $-11.1M | ||
| Q2 24 | $-2.4M | $-12.3M | ||
| Q1 24 | $-2.6M | $-16.3M |
毛利率
LPTH
SGHT
| Q4 25 | 36.8% | 87.3% | ||
| Q3 25 | 29.8% | 86.4% | ||
| Q2 25 | 22.0% | 84.8% | ||
| Q1 25 | 29.1% | 86.2% | ||
| Q4 24 | 26.0% | 86.8% | ||
| Q3 24 | 33.9% | 83.9% | ||
| Q2 24 | 29.2% | 85.8% | ||
| Q1 24 | 20.9% | 85.5% |
营业利润率
LPTH
SGHT
| Q4 25 | -52.6% | -18.0% | ||
| Q3 25 | -16.6% | -39.7% | ||
| Q2 25 | -38.0% | -59.6% | ||
| Q1 25 | -36.3% | -79.2% | ||
| Q4 24 | -33.5% | -62.5% | ||
| Q3 24 | -16.4% | -55.7% | ||
| Q2 24 | -25.6% | -59.2% | ||
| Q1 24 | -33.6% | -76.4% |
净利率
LPTH
SGHT
| Q4 25 | -57.5% | -20.4% | ||
| Q3 25 | -19.2% | -41.0% | ||
| Q2 25 | -57.8% | -61.0% | ||
| Q1 25 | -39.1% | -80.8% | ||
| Q4 24 | -35.2% | -62.1% | ||
| Q3 24 | -19.3% | -54.9% | ||
| Q2 24 | -27.3% | -57.7% | ||
| Q1 24 | -33.7% | -84.4% |
每股收益(稀释后)
LPTH
SGHT
| Q4 25 | $-0.20 | $-0.07 | ||
| Q3 25 | $-0.07 | $-0.16 | ||
| Q2 25 | $0.19 | $-0.23 | ||
| Q1 25 | $-0.44 | $-0.28 | ||
| Q4 24 | $-0.07 | $-0.23 | ||
| Q3 24 | $-0.04 | $-0.22 | ||
| Q2 24 | $-0.15 | $-0.25 | ||
| Q1 24 | $-0.07 | $-0.33 |
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 | $92.0M |
| 总债务越低越好 | — | $42.4M |
| 股东权益账面价值 | $77.9M | $63.9M |
| 总资产 | $148.6M | $115.3M |
| 负债/权益比越低杠杆越低 | — | 0.66× |
8季度趋势,按日历期对齐
现金及短期投资
LPTH
SGHT
| Q4 25 | $73.6M | $92.0M | ||
| Q3 25 | — | $92.4M | ||
| Q2 25 | $4.9M | $101.5M | ||
| Q1 25 | — | $108.8M | ||
| Q4 24 | — | $120.4M | ||
| Q3 24 | — | $118.6M | ||
| Q2 24 | — | $118.2M | ||
| Q1 24 | — | $127.3M |
总债务
LPTH
SGHT
| Q4 25 | — | $42.4M | ||
| Q3 25 | — | $42.4M | ||
| Q2 25 | — | $42.4M | ||
| Q1 25 | — | $42.4M | ||
| Q4 24 | — | $40.0M | ||
| Q3 24 | — | $37.1M | ||
| Q2 24 | $535.0K | $35.0M | ||
| Q1 24 | $599.4K | $35.0M |
股东权益
LPTH
SGHT
| Q4 25 | $77.9M | $63.9M | ||
| Q3 25 | $21.4M | $64.3M | ||
| Q2 25 | $15.6M | $70.0M | ||
| Q1 25 | $15.7M | $77.6M | ||
| Q4 24 | $26.7M | $87.5M | ||
| Q3 24 | $29.4M | $95.0M | ||
| Q2 24 | $30.2M | $101.6M | ||
| Q1 24 | $31.7M | $109.2M |
总资产
LPTH
SGHT
| Q4 25 | $148.6M | $115.3M | ||
| Q3 25 | $87.3M | $116.3M | ||
| Q2 25 | $81.5M | $122.0M | ||
| Q1 25 | $81.4M | $129.7M | ||
| Q4 24 | $45.8M | $142.8M | ||
| Q3 24 | $48.4M | $143.6M | ||
| Q2 24 | $48.1M | $149.7M | ||
| Q1 24 | $49.7M | $155.6M |
负债/权益比
LPTH
SGHT
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.66× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | 0.02× | 0.34× | ||
| Q1 24 | 0.02× | 0.32× |
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 | $-1.8M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $-2.0M |
| 自由现金流率自由现金流/营收 | 12.0% | -9.7% |
| 资本支出强度资本支出/营收 | 5.3% | 0.8% |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
LPTH
SGHT
| Q4 25 | $2.8M | $-1.8M | ||
| Q3 25 | $-1.1M | $-8.7M | ||
| Q2 25 | $-2.6M | $-7.5M | ||
| Q1 25 | $-3.2M | $-11.6M | ||
| Q4 24 | $-737.4K | $-3.5M | ||
| Q3 24 | $-1.7M | $362.0K | ||
| Q2 24 | $64.7K | $-9.5M | ||
| Q1 24 | $-394.2K | $-9.8M |
自由现金流
LPTH
SGHT
| Q4 25 | $2.0M | $-2.0M | ||
| Q3 25 | $-1.2M | $-8.9M | ||
| Q2 25 | $-3.3M | $-7.8M | ||
| Q1 25 | $-3.7M | — | ||
| Q4 24 | $-817.8K | $-3.6M | ||
| Q3 24 | $-1.8M | $311.0K | ||
| Q2 24 | $-225.5K | $-9.5M | ||
| Q1 24 | $-802.5K | $-9.9M |
自由现金流率
LPTH
SGHT
| Q4 25 | 12.0% | -9.7% | ||
| Q3 25 | -8.1% | -44.7% | ||
| Q2 25 | -27.3% | -39.6% | ||
| Q1 25 | -40.0% | — | ||
| Q4 24 | -11.0% | -18.9% | ||
| Q3 24 | -21.2% | 1.5% | ||
| Q2 24 | -2.6% | -44.7% | ||
| Q1 24 | -10.4% | -51.4% |
资本支出强度
LPTH
SGHT
| Q4 25 | 5.3% | 0.8% | ||
| Q3 25 | 0.5% | 0.9% | ||
| Q2 25 | 5.6% | 1.1% | ||
| Q1 25 | 4.6% | 0.0% | ||
| Q4 24 | 1.1% | 0.7% | ||
| Q3 24 | 0.9% | 0.3% | ||
| Q2 24 | 3.4% | 0.4% | ||
| Q1 24 | 5.3% | 0.6% |
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% |
SGHT
| Surgical Glaucoma | $19.7M | 96% |
| Other | $724.0K | 4% |