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LIGHTPATH TECHNOLOGIES INC（LPTH）与SIFCO INDUSTRIES INC（SIF）财务数据对比。点击上方公司名可切换其他公司
SIFCO INDUSTRIES INC的季度营收约是LIGHTPATH TECHNOLOGIES INC的1.5倍（$24.0M vs $16.4M），SIFCO INDUSTRIES INC净利率更高（7.5% vs -57.5%，领先65.0%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs 14.8%），SIFCO INDUSTRIES INC自由现金流更多（$8.0M vs $2.0M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs 8.1%）
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。
锡福科工业公司（SIFCO INDUSTRIES INC）是一家总部位于俄亥俄州克利夫兰的全球性金属零部件制造企业，在行业内面向全球市场供应各类所需金属构件产品。
LPTH vs SIF — 直观对比
营收规模更大
SIF
是对方的1.5倍
$16.4M
营收增速更快
LPTH
高出105.4%
14.8%
净利率更高
SIF
高出65.0%
-57.5%
自由现金流更多
SIF
多$6.0M
$2.0M
两年增速更快
LPTH
近两年复合增速
8.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $24.0M |
| 净利润 | $-9.4M | $1.8M |
| 毛利率 | 36.8% | 21.6% |
| 营业利润率 | -52.6% | 10.7% |
| 净利率 | -57.5% | 7.5% |
| 营收同比 | 120.2% | 14.8% |
| 净利润同比 | -260.1% | 177.3% |
| 每股收益（稀释后） | $-0.20 | $0.29 |
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LPTHSIF
| Q4 25 | $16.4M | $24.0M | ||
| Q3 25 | $15.1M | $22.8M | ||
| Q2 25 | $12.2M | $22.1M | ||
| Q1 25 | $9.2M | $19.0M | ||
| Q4 24 | $7.4M | $20.9M | ||
| Q3 24 | $8.4M | $21.7M | ||
| Q2 24 | $8.6M | $22.0M | ||
| Q1 24 | $7.7M | $20.5M |
净利润LPTHSIF
| Q4 25 | $-9.4M | $1.8M | ||
| Q3 25 | $-2.9M | $-429.0K | ||
| Q2 25 | $-7.1M | $3.4M | ||
| Q1 25 | $-3.6M | $-1.4M | ||
| Q4 24 | $-2.6M | $-2.3M | ||
| Q3 24 | $-1.6M | $-443.0K | ||
| Q2 24 | $-2.4M | $72.0K | ||
| Q1 24 | $-2.6M | $-1.6M |
毛利率LPTHSIF
| Q4 25 | 36.8% | 21.6% | ||
| Q3 25 | 29.8% | 9.6% | ||
| Q2 25 | 22.0% | 26.7% | ||
| Q1 25 | 29.1% | 8.3% | ||
| Q4 24 | 26.0% | 4.4% | ||
| Q3 24 | 33.9% | 10.7% | ||
| Q2 24 | 29.2% | 12.3% | ||
| Q1 24 | 20.9% | 7.3% |
营业利润率LPTHSIF
| Q4 25 | -52.6% | 10.7% | ||
| Q3 25 | -16.6% | -1.7% | ||
| Q2 25 | -38.0% | 14.8% | ||
| Q1 25 | -36.3% | -4.1% | ||
| Q4 24 | -33.5% | -9.2% | ||
| Q3 24 | -16.4% | -1.5% | ||
| Q2 24 | -25.6% | 0.7% | ||
| Q1 24 | -33.6% | -6.5% |
净利率LPTHSIF
| Q4 25 | -57.5% | 7.5% | ||
| Q3 25 | -19.2% | -1.9% | ||
| Q2 25 | -57.8% | 15.4% | ||
| Q1 25 | -39.1% | -7.3% | ||
| Q4 24 | -35.2% | -11.1% | ||
| Q3 24 | -19.3% | -2.0% | ||
| Q2 24 | -27.3% | 0.3% | ||
| Q1 24 | -33.7% | -7.8% |
每股收益（稀释后）LPTHSIF
| Q4 25 | $-0.20 | $0.29 | ||
| Q3 25 | $-0.07 | $-0.07 | ||
| Q2 25 | $0.19 | $0.56 | ||
| Q1 25 | $-0.44 | $-0.23 | ||
| Q4 24 | $-0.07 | $-0.38 | ||
| Q3 24 | $-0.04 | $-0.07 | ||
| Q2 24 | $-0.15 | $0.01 | ||
| Q1 24 | $-0.07 | $-0.27 |
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 | $1.1M |
| 总债务越低越好 | — | $39.0K |
| 股东权益账面价值 | $77.9M | $38.7M |
| 总资产 | $148.6M | $74.9M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资LPTHSIF
| Q4 25 | $73.6M | $1.1M | ||
| Q3 25 | — | $491.0K | ||
| Q2 25 | $4.9M | $2.0M | ||
| Q1 25 | — | $1.9M | ||
| Q4 24 | — | $3.1M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | — | $3.4M | ||
| Q1 24 | — | $2.5M |
总债务LPTHSIF
| Q4 25 | — | $39.0K | ||
| Q3 25 | — | $51.0K | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | $535.0K | $3.6M | ||
| Q1 24 | $599.4K | $4.1M |
股东权益LPTHSIF
| Q4 25 | $77.9M | $38.7M | ||
| Q3 25 | $21.4M | $36.9M | ||
| Q2 25 | $15.6M | $35.8M | ||
| Q1 25 | $15.7M | $32.4M | ||
| Q4 24 | $26.7M | $33.7M | ||
| Q3 24 | $29.4M | $30.4M | ||
| Q2 24 | $30.2M | $29.8M | ||
| Q1 24 | $31.7M | $29.7M |
总资产LPTHSIF
| Q4 25 | $148.6M | $74.9M | ||
| Q3 25 | $87.3M | $73.4M | ||
| Q2 25 | $81.5M | $77.3M | ||
| Q1 25 | $81.4M | $78.8M | ||
| Q4 24 | $45.8M | $81.0M | ||
| Q3 24 | $48.4M | $104.6M | ||
| Q2 24 | $48.1M | $106.3M | ||
| Q1 24 | $49.7M | $104.2M |
负债/权益比LPTHSIF
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | 0.02× | 0.12× | ||
| Q1 24 | 0.02× | 0.14× |
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 | $8.1M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $8.0M |
| 自由现金流率自由现金流/营收 | 12.0% | 33.3% |
| 资本支出强度资本支出/营收 | 5.3% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 4.51× |
| 过去12个月自由现金流最近4个季度 | $-6.3M | $11.5M |
8季度趋势，按日历期对齐
经营现金流LPTHSIF
| Q4 25 | $2.8M | $8.1M | ||
| Q3 25 | $-1.1M | $726.0K | ||
| Q2 25 | $-2.6M | $371.0K | ||
| Q1 25 | $-3.2M | $2.8M | ||
| Q4 24 | $-737.4K | $-3.8M | ||
| Q3 24 | $-1.7M | $857.0K | ||
| Q2 24 | $64.7K | $382.0K | ||
| Q1 24 | $-394.2K | $-3.2M |
自由现金流LPTHSIF
| Q4 25 | $2.0M | $8.0M | ||
| Q3 25 | $-1.2M | $566.0K | ||
| Q2 25 | $-3.3M | $310.0K | ||
| Q1 25 | $-3.7M | $2.7M | ||
| Q4 24 | $-817.8K | $-3.9M | ||
| Q3 24 | $-1.8M | $580.0K | ||
| Q2 24 | $-225.5K | $-175.0K | ||
| Q1 24 | $-802.5K | $-3.9M |
自由现金流率LPTHSIF
| Q4 25 | 12.0% | 33.3% | ||
| Q3 25 | -8.1% | 2.5% | ||
| Q2 25 | -27.3% | 1.4% | ||
| Q1 25 | -40.0% | 14.1% | ||
| Q4 24 | -11.0% | -18.8% | ||
| Q3 24 | -21.2% | 2.7% | ||
| Q2 24 | -2.6% | -0.8% | ||
| Q1 24 | -10.4% | -18.9% |
资本支出强度LPTHSIF
| Q4 25 | 5.3% | 0.4% | ||
| Q3 25 | 0.5% | 0.7% | ||
| Q2 25 | 5.6% | 0.3% | ||
| Q1 25 | 4.6% | 0.8% | ||
| Q4 24 | 1.1% | 0.5% | ||
| Q3 24 | 0.9% | 1.3% | ||
| Q2 24 | 3.4% | 2.5% | ||
| Q1 24 | 5.3% | 3.3% |
现金转化率LPTHSIF
| Q4 25 | — | 4.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 5.31× | ||
| 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% |
SIF
| Fixed Wing Aircraft Revenue | $10.5M | 44% |
| Commercial Revenue | $8.7M | 36% |
| Commercial Product And Other Revenue | $2.8M | 12% |
| Commercial Space | $1.1M | 5% |
| Other | $840.0K | 4% |
