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ANAPTYSBIO, INC(ANAB)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
Ribbon Communications Inc.的季度营收约是ANAPTYSBIO, INC的1.5倍($162.6M vs $108.2M),Ribbon Communications Inc.净利率更高(54.8% vs 45.8%,领先8.9%),ANAPTYSBIO, INC同比增速更快(151.1% vs -10.3%),过去两年ANAPTYSBIO, INC的营收复合增速更高(288.3% vs -8.1%)
AnaptysBio是一家处于临床阶段的生物技术企业,专注于开发适用于炎症疾病、肿瘤免疫及罕见病领域的抗体类免疫疗法,主要面向美国市场,推进创新候选药物管线研发以满足未被满足的临床需求。
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。
ANAB vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.5倍
$108.2M
营收增速更快
ANAB
高出161.4%
-10.3%
净利率更高
RBBN
高出8.9%
45.8%
两年增速更快
ANAB
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $108.2M | $162.6M |
| 净利润 | $49.6M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 61.8% | 37.6% |
| 净利率 | 45.8% | 54.8% |
| 营收同比 | 151.1% | -10.3% |
| 净利润同比 | 327.8% | — |
| 每股收益(稀释后) | $1.64 | $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
ANAB
RBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $108.2M | $227.3M | ||
| Q3 25 | $76.3M | $215.4M | ||
| Q2 25 | $22.3M | $220.6M | ||
| Q1 25 | $27.8M | $181.3M | ||
| Q4 24 | $43.1M | $251.4M | ||
| Q3 24 | $30.0M | $210.2M | ||
| Q2 24 | $11.0M | $192.6M |
净利润
ANAB
RBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $49.6M | — | ||
| Q3 25 | $15.1M | $-12.1M | ||
| Q2 25 | $-38.6M | $-11.1M | ||
| Q1 25 | $-39.3M | $-26.2M | ||
| Q4 24 | $-21.8M | — | ||
| Q3 24 | $-32.9M | $-13.4M | ||
| Q2 24 | $-46.7M | $-16.8M |
毛利率
ANAB
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
ANAB
RBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 61.8% | 4.1% | ||
| Q3 25 | 45.5% | 1.3% | ||
| Q2 25 | -117.5% | 1.9% | ||
| Q1 25 | -99.2% | -10.8% | ||
| Q4 24 | -22.4% | 13.2% | ||
| Q3 24 | -75.8% | -0.4% | ||
| Q2 24 | -367.5% | -1.0% |
净利率
ANAB
RBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 45.8% | — | ||
| Q3 25 | 19.8% | -5.6% | ||
| Q2 25 | -173.5% | -5.0% | ||
| Q1 25 | -141.6% | -14.5% | ||
| Q4 24 | -50.5% | — | ||
| Q3 24 | -109.4% | -6.4% | ||
| Q2 24 | -425.3% | -8.7% |
每股收益(稀释后)
ANAB
RBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $1.64 | $0.50 | ||
| Q3 25 | $0.52 | $-0.07 | ||
| Q2 25 | $-1.34 | $-0.06 | ||
| Q1 25 | $-1.28 | $-0.15 | ||
| Q4 24 | $-0.63 | $0.05 | ||
| Q3 24 | $-1.14 | $-0.08 | ||
| Q2 24 | $-1.71 | $-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 | $238.2M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $37.2M | $419.1M |
| 总资产 | $364.4M | — |
| 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
ANAB
RBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $238.2M | $96.4M | ||
| Q3 25 | $109.8M | $74.8M | ||
| Q2 25 | $44.3M | $60.5M | ||
| Q1 25 | $98.6M | $71.2M | ||
| Q4 24 | $123.1M | $87.8M | ||
| Q3 24 | $191.6M | $37.2M | ||
| Q2 24 | $71.8M | $64.6M |
总债务
ANAB
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
ANAB
RBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $37.2M | $449.0M | ||
| Q3 25 | $-29.4M | $360.1M | ||
| Q2 25 | $-44.7M | $370.4M | ||
| Q1 25 | $34.0M | $381.8M | ||
| Q4 24 | $70.9M | $404.6M | ||
| Q3 24 | $84.4M | $395.5M | ||
| Q2 24 | $9.9M | $405.0M |
总资产
ANAB
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $364.4M | $1.2B | ||
| Q3 25 | $353.1M | $1.1B | ||
| Q2 25 | $335.3M | $1.1B | ||
| Q1 25 | $422.1M | $1.1B | ||
| Q4 24 | $483.8M | $1.2B | ||
| Q3 24 | $493.4M | $1.1B | ||
| Q2 24 | $427.4M | $1.1B |
负债/权益比
ANAB
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× |
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 | $98.0M | — |
| 自由现金流经营现金流 - 资本支出 | $98.0M | — |
| 自由现金流率自由现金流/营收 | 90.5% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | 1.98× | — |
| 过去12个月自由现金流最近4个季度 | $19.6M | — |
8季度趋势,按日历期对齐
经营现金流
ANAB
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $98.0M | $29.2M | ||
| Q3 25 | $-27.4M | $26.5M | ||
| Q2 25 | $-40.2M | $-795.0K | ||
| Q1 25 | $-10.7M | $-3.5M | ||
| Q4 24 | $-66.7M | $61.8M | ||
| Q3 24 | $-10.1M | $-14.8M | ||
| Q2 24 | $-21.3M | $-9.8M |
自由现金流
ANAB
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $98.0M | $27.3M | ||
| Q3 25 | $-27.4M | $21.0M | ||
| Q2 25 | $-40.3M | $-6.5M | ||
| Q1 25 | $-10.7M | $-15.7M | ||
| Q4 24 | $-66.9M | $53.8M | ||
| Q3 24 | $-10.1M | $-23.7M | ||
| Q2 24 | $-21.4M | $-12.9M |
自由现金流率
ANAB
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 90.5% | 12.0% | ||
| Q3 25 | -35.9% | 9.7% | ||
| Q2 25 | -180.9% | -2.9% | ||
| Q1 25 | -38.7% | -8.7% | ||
| Q4 24 | -155.3% | 21.4% | ||
| Q3 24 | -33.7% | -11.3% | ||
| Q2 24 | -194.6% | -6.7% |
资本支出强度
ANAB
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.9% | ||
| Q3 25 | 0.0% | 2.6% | ||
| Q2 25 | 0.2% | 2.6% | ||
| Q1 25 | 0.1% | 6.7% | ||
| Q4 24 | 0.6% | 3.2% | ||
| Q3 24 | 0.1% | 4.2% | ||
| Q2 24 | 0.3% | 1.6% |
现金转化率
ANAB
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | — | ||
| Q3 25 | -1.81× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
ANAB
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |