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ARDELYX, INC.（ARDX）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ARDELYX, INC.的1.7倍（$162.6M vs $94.5M），Ribbon Communications Inc.净利率更高（54.8% vs -39.8%，领先94.6%），ARDELYX, INC.同比增速更快（27.5% vs -10.3%），过去两年ARDELYX, INC.的营收复合增速更高（13.6% vs -8.1%）
Ardelyx是一家商业化阶段的生物制药企业，专注于研发和商业化针对胃肠道、心肾及代谢类疾病的创新疗法，其核心产品已在美国获批用于治疗便秘型肠易激综合征，同时拥有涵盖多适应症的各阶段研发管线。
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。
ARDX vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.7倍
$94.5M
营收增速更快
ARDX
高出37.8%
-10.3%
净利率更高
RBBN
高出94.6%
-39.8%
两年增速更快
ARDX
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $94.5M | $162.6M |
| 净利润 | $-37.6M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | — | 37.6% |
| 净利率 | -39.8% | 54.8% |
| 营收同比 | 27.5% | -10.3% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $-0.15 | $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ARDXRBBN
| Q1 26 | $94.5M | $162.6M | ||
| Q4 25 | $125.2M | $227.3M | ||
| Q3 25 | $110.3M | $215.4M | ||
| Q2 25 | $97.7M | $220.6M | ||
| Q1 25 | $74.1M | $181.3M | ||
| Q4 24 | $116.1M | $251.4M | ||
| Q3 24 | $98.2M | $210.2M | ||
| Q2 24 | $73.2M | $192.6M |
净利润ARDXRBBN
| Q1 26 | $-37.6M | $89.1M | ||
| Q4 25 | $-407.0K | — | ||
| Q3 25 | $-969.0K | $-12.1M | ||
| Q2 25 | $-19.1M | $-11.1M | ||
| Q1 25 | $-41.1M | $-26.2M | ||
| Q4 24 | $4.6M | — | ||
| Q3 24 | $-809.0K | $-13.4M | ||
| Q2 24 | $-16.5M | $-16.8M |
毛利率ARDXRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 91.3% | 53.3% | ||
| Q3 25 | 96.4% | 50.1% | ||
| Q2 25 | 87.3% | 49.6% | ||
| Q1 25 | 83.4% | 45.4% | ||
| Q4 24 | 84.3% | 55.7% | ||
| Q3 24 | 84.0% | 52.1% | ||
| Q2 24 | 87.1% | 50.8% |
营业利润率ARDXRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 4.1% | 4.1% | ||
| Q3 25 | 4.2% | 1.3% | ||
| Q2 25 | -14.7% | 1.9% | ||
| Q1 25 | -49.0% | -10.8% | ||
| Q4 24 | 7.0% | 13.2% | ||
| Q3 24 | 2.3% | -0.4% | ||
| Q2 24 | -18.6% | -1.0% |
净利率ARDXRBBN
| Q1 26 | -39.8% | 54.8% | ||
| Q4 25 | -0.3% | — | ||
| Q3 25 | -0.9% | -5.6% | ||
| Q2 25 | -19.5% | -5.0% | ||
| Q1 25 | -55.5% | -14.5% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | -0.8% | -6.4% | ||
| Q2 24 | -22.5% | -8.7% |
每股收益（稀释后）ARDXRBBN
| Q1 26 | $-0.15 | $0.50 | ||
| Q4 25 | $-0.01 | $0.50 | ||
| Q3 25 | $0.00 | $-0.07 | ||
| Q2 25 | $-0.08 | $-0.06 | ||
| Q1 25 | $-0.17 | $-0.15 | ||
| Q4 24 | $0.01 | $0.05 | ||
| Q3 24 | $0.00 | $-0.08 | ||
| Q2 24 | $-0.07 | $-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 | $238.1M | $67.6M |
| 总债务越低越好 | $203.5M | — |
| 股东权益账面价值 | $148.6M | $419.1M |
| 总资产 | $504.5M | — |
| 负债/权益比越低杠杆越低 | 1.37× | — |
8季度趋势，按日历期对齐
现金及短期投资ARDXRBBN
| Q1 26 | $238.1M | $67.6M | ||
| Q4 25 | $68.0M | $96.4M | ||
| Q3 25 | $42.7M | $74.8M | ||
| Q2 25 | $90.0M | $60.5M | ||
| Q1 25 | $30.8M | $71.2M | ||
| Q4 24 | $64.9M | $87.8M | ||
| Q3 24 | $47.4M | $37.2M | ||
| Q2 24 | $41.9M | $64.6M |
总债务ARDXRBBN
| Q1 26 | $203.5M | — | ||
| Q4 25 | $202.8M | $342.1M | ||
| Q3 25 | $202.1M | $344.3M | ||
| Q2 25 | $201.4M | $346.5M | ||
| Q1 25 | $151.3M | $347.4M | ||
| Q4 24 | $150.9M | $348.3M | ||
| Q3 24 | $100.7M | $349.1M | ||
| Q2 24 | $100.2M | $350.0M |
股东权益ARDXRBBN
| Q1 26 | $148.6M | $419.1M | ||
| Q4 25 | $166.9M | $449.0M | ||
| Q3 25 | $154.3M | $360.1M | ||
| Q2 25 | $139.5M | $370.4M | ||
| Q1 25 | $145.7M | $381.8M | ||
| Q4 24 | $173.3M | $404.6M | ||
| Q3 24 | $158.3M | $395.5M | ||
| Q2 24 | $147.0M | $405.0M |
总资产ARDXRBBN
| Q1 26 | $504.5M | — | ||
| Q4 25 | $501.6M | $1.2B | ||
| Q3 25 | $486.2M | $1.1B | ||
| Q2 25 | $466.8M | $1.1B | ||
| Q1 25 | $410.2M | $1.1B | ||
| Q4 24 | $435.8M | $1.2B | ||
| Q3 24 | $367.9M | $1.1B | ||
| Q2 24 | $343.5M | $1.1B |
负债/权益比ARDXRBBN
| Q1 26 | 1.37× | — | ||
| Q4 25 | 1.21× | 0.76× | ||
| Q3 25 | 1.31× | 0.96× | ||
| Q2 25 | 1.44× | 0.94× | ||
| Q1 25 | 1.04× | 0.91× | ||
| Q4 24 | 0.87× | 0.86× | ||
| Q3 24 | 0.64× | 0.88× | ||
| Q2 24 | 0.68× | 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
ARDX
| IBSRELA | $70.1M | 74% |
| XPHOZAH | $23.3M | 25% |
| Non-cash royalty revenue related to the sale of future royalties | $695.0K | 1% |
| Product supply revenue | $354.0K | 0% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
