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LIGHTPATH TECHNOLOGIES INC（LPTH）与Verastem, Inc.（VSTM）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Verastem, Inc.的1.5倍（$16.4M vs $11.2M），LIGHTPATH TECHNOLOGIES INC净利率更高（-57.5% vs -876.3%，领先818.8%）
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。
Verastem, Inc.以Verastem Oncology品牌开展业务，是一家总部位于美国马萨诸塞州波士顿的制药企业，专注于开发抗癌治疗药物，该公司成立于波士顿，同时是纳斯达克生物技术指数成分股之一。
LPTH vs VSTM — 直观对比
营收规模更大
LPTH
是对方的1.5倍
$11.2M
净利率更高
LPTH
高出818.8%
-876.3%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $11.2M |
| 净利润 | $-9.4M | $-98.5M |
| 毛利率 | 36.8% | — |
| 营业利润率 | -52.6% | -362.2% |
| 净利率 | -57.5% | -876.3% |
| 营收同比 | 120.2% | — |
| 净利润同比 | -260.1% | -311.1% |
| 每股收益（稀释后） | $-0.20 | $-1.35 |
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LPTHVSTM
| Q4 25 | $16.4M | — | ||
| Q3 25 | $15.1M | $11.2M | ||
| Q2 25 | $12.2M | $2.1M | ||
| Q1 25 | $9.2M | — | ||
| Q4 24 | $7.4M | — | ||
| Q3 24 | $8.4M | $0 | ||
| Q2 24 | $8.6M | $10.0M | ||
| Q1 24 | $7.7M | — |
净利润LPTHVSTM
| Q4 25 | $-9.4M | — | ||
| Q3 25 | $-2.9M | $-98.5M | ||
| Q2 25 | $-7.1M | $-25.9M | ||
| Q1 25 | $-3.6M | — | ||
| Q4 24 | $-2.6M | — | ||
| Q3 24 | $-1.6M | $-24.0M | ||
| Q2 24 | $-2.4M | $-8.3M | ||
| Q1 24 | $-2.6M | — |
毛利率LPTHVSTM
| 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LPTHVSTM
| Q4 25 | -52.6% | — | ||
| Q3 25 | -16.6% | -362.2% | ||
| Q2 25 | -38.0% | -2047.9% | ||
| Q1 25 | -36.3% | — | ||
| Q4 24 | -33.5% | — | ||
| Q3 24 | -16.4% | — | ||
| Q2 24 | -25.6% | -182.8% | ||
| Q1 24 | -33.6% | — |
净利率LPTHVSTM
| Q4 25 | -57.5% | — | ||
| Q3 25 | -19.2% | -876.3% | ||
| Q2 25 | -57.8% | -1213.6% | ||
| Q1 25 | -39.1% | — | ||
| Q4 24 | -35.2% | — | ||
| Q3 24 | -19.3% | — | ||
| Q2 24 | -27.3% | -82.6% | ||
| Q1 24 | -33.7% | — |
每股收益（稀释后）LPTHVSTM
| Q4 25 | $-0.20 | — | ||
| Q3 25 | $-0.07 | $-1.35 | ||
| Q2 25 | $0.19 | $-0.62 | ||
| Q1 25 | $-0.44 | — | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $-0.04 | $-0.60 | ||
| Q2 24 | $-0.15 | $-0.31 | ||
| Q1 24 | $-0.07 | — |
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 | $137.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $-15.5M |
| 总资产 | $148.6M | $176.9M |
| 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LPTHVSTM
| Q4 25 | $73.6M | — | ||
| Q3 25 | — | $137.7M | ||
| Q2 25 | $4.9M | $164.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $113.2M | ||
| Q2 24 | — | $83.4M | ||
| Q1 24 | — | — |
总债务LPTHVSTM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $40.5M | ||
| Q2 24 | $535.0K | $40.3M | ||
| Q1 24 | $599.4K | — |
股东权益LPTHVSTM
| Q4 25 | $77.9M | — | ||
| Q3 25 | $21.4M | $-15.5M | ||
| Q2 25 | $15.6M | $36.1M | ||
| Q1 25 | $15.7M | — | ||
| Q4 24 | $26.7M | — | ||
| Q3 24 | $29.4M | $11.1M | ||
| Q2 24 | $30.2M | $18.9M | ||
| Q1 24 | $31.7M | — |
总资产LPTHVSTM
| Q4 25 | $148.6M | — | ||
| Q3 25 | $87.3M | $176.9M | ||
| Q2 25 | $81.5M | $196.3M | ||
| Q1 25 | $81.4M | — | ||
| Q4 24 | $45.8M | — | ||
| Q3 24 | $48.4M | $126.4M | ||
| Q2 24 | $48.1M | $105.7M | ||
| Q1 24 | $49.7M | — |
负债/权益比LPTHVSTM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.66× | ||
| Q2 24 | 0.02× | 2.14× | ||
| 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 | $-36.2M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | — |
| 自由现金流率自由现金流/营收 | 12.0% | — |
| 资本支出强度资本支出/营收 | 5.3% | — |
| 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LPTHVSTM
| Q4 25 | $2.8M | — | ||
| Q3 25 | $-1.1M | $-36.2M | ||
| Q2 25 | $-2.6M | $-32.7M | ||
| Q1 25 | $-3.2M | — | ||
| Q4 24 | $-737.4K | — | ||
| Q3 24 | $-1.7M | $-23.8M | ||
| Q2 24 | $64.7K | $-27.6M | ||
| Q1 24 | $-394.2K | — |
自由现金流LPTHVSTM
| Q4 25 | $2.0M | — | ||
| Q3 25 | $-1.2M | — | ||
| Q2 25 | $-3.3M | — | ||
| Q1 25 | $-3.7M | — | ||
| Q4 24 | $-817.8K | — | ||
| Q3 24 | $-1.8M | — | ||
| Q2 24 | $-225.5K | $-27.6M | ||
| Q1 24 | $-802.5K | — |
自由现金流率LPTHVSTM
| Q4 25 | 12.0% | — | ||
| Q3 25 | -8.1% | — | ||
| Q2 25 | -27.3% | — | ||
| Q1 25 | -40.0% | — | ||
| Q4 24 | -11.0% | — | ||
| Q3 24 | -21.2% | — | ||
| Q2 24 | -2.6% | -275.8% | ||
| Q1 24 | -10.4% | — |
资本支出强度LPTHVSTM
| Q4 25 | 5.3% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 3.4% | 0.1% | ||
| Q1 24 | 5.3% | — |
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% |
VSTM
暂无分部数据
