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AGREE REALTY CORP(ADC)与Ribbon Communications Inc.(RBBN)财务数据对比。点击上方公司名可切换其他公司
AGREE REALTY CORP的季度营收约是Ribbon Communications Inc.的1.2倍($200.8M vs $162.6M),Ribbon Communications Inc.净利率更高(54.8% vs 31.0%,领先23.8%),AGREE REALTY CORP同比增速更快(18.7% vs -10.3%),过去两年AGREE REALTY CORP的营收复合增速更高(14.7% vs -8.1%)
杜克房地产是总部位于美国印第安纳州印第安纳波利斯的工业地产投资信托基金(REIT),主营工业类物业投资。截至2021年12月31日,公司持有或共同控制548处以工业用途为主的物业,可出租总面积达1.627亿平方英尺,2022年10月被普洛斯收购。
睿宾通信公司(Ribbon Communications Inc.)主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立,总部位于美国得克萨斯州普莱诺,是一家上市科技企业。
ADC vs RBBN — 直观对比
营收规模更大
ADC
是对方的1.2倍
$162.6M
营收增速更快
ADC
高出29.0%
-10.3%
净利率更高
RBBN
高出23.8%
31.0%
两年增速更快
ADC
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $200.8M | $162.6M |
| 净利润 | $62.2M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 49.1% | 37.6% |
| 净利率 | 31.0% | 54.8% |
| 营收同比 | 18.7% | -10.3% |
| 净利润同比 | 32.0% | — |
| 每股收益(稀释后) | $1.04 | $0.50 |
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
ADC
RBBN
| Q1 26 | $200.8M | $162.6M | ||
| Q4 25 | $190.5M | $227.3M | ||
| Q3 25 | $183.2M | $215.4M | ||
| Q2 25 | $175.5M | $220.6M | ||
| Q1 25 | $169.2M | $181.3M | ||
| Q4 24 | $160.7M | $251.4M | ||
| Q3 24 | $154.3M | $210.2M | ||
| Q2 24 | $152.6M | $192.6M |
净利润
ADC
RBBN
| Q1 26 | $62.2M | $89.1M | ||
| Q4 25 | $56.0M | — | ||
| Q3 25 | $52.1M | $-12.1M | ||
| Q2 25 | $49.2M | $-11.1M | ||
| Q1 25 | $47.0M | $-26.2M | ||
| Q4 24 | $45.2M | — | ||
| Q3 24 | $44.4M | $-13.4M | ||
| Q2 24 | $54.7M | $-16.8M |
毛利率
ADC
RBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | — | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | — | 55.7% | ||
| Q3 24 | — | 52.1% | ||
| Q2 24 | — | 50.8% |
营业利润率
ADC
RBBN
| Q1 26 | 49.1% | 37.6% | ||
| Q4 25 | 48.5% | 4.1% | ||
| Q3 25 | 47.6% | 1.3% | ||
| Q2 25 | 46.7% | 1.9% | ||
| Q1 25 | 46.5% | -10.8% | ||
| Q4 24 | 46.9% | 13.2% | ||
| Q3 24 | 48.2% | -0.4% | ||
| Q2 24 | 53.7% | -1.0% |
净利率
ADC
RBBN
| Q1 26 | 31.0% | 54.8% | ||
| Q4 25 | 29.4% | — | ||
| Q3 25 | 28.4% | -5.6% | ||
| Q2 25 | 28.0% | -5.0% | ||
| Q1 25 | 27.8% | -14.5% | ||
| Q4 24 | 28.1% | — | ||
| Q3 24 | 28.8% | -6.4% | ||
| Q2 24 | 35.9% | -8.7% |
每股收益(稀释后)
ADC
RBBN
| Q1 26 | $1.04 | $0.50 | ||
| Q4 25 | $0.47 | $0.50 | ||
| Q3 25 | $0.45 | $-0.07 | ||
| Q2 25 | $0.43 | $-0.06 | ||
| Q1 25 | $0.42 | $-0.15 | ||
| Q4 24 | $0.41 | $0.05 | ||
| Q3 24 | $0.42 | $-0.08 | ||
| Q2 24 | $0.52 | $-0.10 |
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 | $25.1M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $419.1M |
| 总资产 | $10.2B | — |
| 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
ADC
RBBN
| Q1 26 | $25.1M | $67.6M | ||
| Q4 25 | $16.3M | $96.4M | ||
| Q3 25 | $13.7M | $74.8M | ||
| Q2 25 | $5.8M | $60.5M | ||
| Q1 25 | $7.9M | $71.2M | ||
| Q4 24 | $6.4M | $87.8M | ||
| Q3 24 | $13.2M | $37.2M | ||
| Q2 24 | $9.6M | $64.6M |
总债务
ADC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益
ADC
RBBN
| Q1 26 | $6.2B | $419.1M | ||
| Q4 25 | $6.3B | $449.0M | ||
| Q3 25 | $5.9B | $360.1M | ||
| Q2 25 | $5.7B | $370.4M | ||
| Q1 25 | $5.6B | $381.8M | ||
| Q4 24 | $5.5B | $404.6M | ||
| Q3 24 | $5.3B | $395.5M | ||
| Q2 24 | $5.2B | $405.0M |
总资产
ADC
RBBN
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.8B | $1.2B | ||
| Q3 25 | $9.5B | $1.1B | ||
| Q2 25 | $9.1B | $1.1B | ||
| Q1 25 | $8.8B | $1.1B | ||
| Q4 24 | $8.5B | $1.2B | ||
| Q3 24 | $8.2B | $1.1B | ||
| Q2 24 | $8.0B | $1.1B |
负债/权益比
ADC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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
ADC
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |