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Bandwidth Inc.（BAND）与CARRIAGE SERVICES INC（CSV）财务数据对比。点击上方公司名可切换其他公司
Bandwidth Inc.的季度营收约是CARRIAGE SERVICES INC的2.0倍（$208.8M vs $105.5M），CARRIAGE SERVICES INC净利率更高（11.6% vs 1.9%，领先9.7%），Bandwidth Inc.同比增速更快（20.1% vs 8.0%），CARRIAGE SERVICES INC自由现金流更多（$6.2M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 1.0%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
怡和Cycle & Carriage有限公司是怡和集团在东南亚的投资控股公司，目前该集团持有其75%的股份，是怡和集团在东南亚区域开展资本布局与投资业务的核心平台。
BAND vs CSV — 直观对比
营收规模更大
BAND
是对方的2.0倍
$105.5M
营收增速更快
BAND
高出12.1%
8.0%
净利率更高
CSV
高出9.7%
1.9%
自由现金流更多
CSV
多$7.2M
$-1.0M
两年增速更快
BAND
近两年复合增速
1.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $105.5M |
| 净利润 | $4.0M | $12.3M |
| 毛利率 | 37.3% | 34.8% |
| 营业利润率 | 60.5% | 23.3% |
| 净利率 | 1.9% | 11.6% |
| 营收同比 | 20.1% | 8.0% |
| 净利润同比 | 200.0% | 24.5% |
| 每股收益（稀释后） | $-0.08 | $0.76 |
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BANDCSV
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $105.5M | ||
| Q3 25 | $191.9M | $102.7M | ||
| Q2 25 | $180.0M | $102.1M | ||
| Q1 25 | $174.2M | $107.1M | ||
| Q4 24 | $210.0M | $97.7M | ||
| Q3 24 | $193.9M | $100.7M | ||
| Q2 24 | $173.6M | $102.3M |
净利润BANDCSV
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $12.3M | ||
| Q3 25 | $-1.2M | $6.6M | ||
| Q2 25 | $-4.9M | $11.7M | ||
| Q1 25 | $-3.7M | $20.9M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | $413.0K | $9.9M | ||
| Q2 24 | $4.1M | $6.3M |
毛利率BANDCSV
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 34.8% | ||
| Q3 25 | 38.5% | 35.3% | ||
| Q2 25 | 39.8% | 35.2% | ||
| Q1 25 | 41.0% | 35.3% | ||
| Q4 24 | 36.4% | 34.4% | ||
| Q3 24 | 37.7% | 35.2% | ||
| Q2 24 | 37.3% | 36.2% |
营业利润率BANDCSV
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 23.3% | ||
| Q3 25 | -1.0% | 17.0% | ||
| Q2 25 | -2.1% | 23.5% | ||
| Q1 25 | -2.7% | 29.5% | ||
| Q4 24 | -1.3% | 21.6% | ||
| Q3 24 | -0.5% | 22.7% | ||
| Q2 24 | -3.5% | 18.0% |
净利率BANDCSV
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 11.6% | ||
| Q3 25 | -0.6% | 6.4% | ||
| Q2 25 | -2.7% | 11.5% | ||
| Q1 25 | -2.1% | 19.5% | ||
| Q4 24 | — | 10.1% | ||
| Q3 24 | 0.2% | 9.8% | ||
| Q2 24 | 2.3% | 6.1% |
每股收益（稀释后）BANDCSV
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.76 | ||
| Q3 25 | $-0.04 | $0.41 | ||
| Q2 25 | $-0.16 | $0.74 | ||
| Q1 25 | $-0.13 | $1.34 | ||
| Q4 24 | $0.27 | $0.62 | ||
| Q3 24 | $0.01 | $0.63 | ||
| Q2 24 | $-0.17 | $0.40 |
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 | $47.3M | $1.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $254.8M |
| 总资产 | $984.2M | $1.3B |
| 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BANDCSV
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $1.7M | ||
| Q3 25 | $80.4M | $1.2M | ||
| Q2 25 | $68.1M | $1.4M | ||
| Q1 25 | $41.7M | $4.6M | ||
| Q4 24 | $83.8M | $1.2M | ||
| Q3 24 | $79.9M | $1.3M | ||
| Q2 24 | $76.4M | $1.5M |
股东权益BANDCSV
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $254.8M | ||
| Q3 25 | $392.7M | $242.1M | ||
| Q2 25 | $384.5M | $235.4M | ||
| Q1 25 | $345.4M | $223.1M | ||
| Q4 24 | $312.5M | $208.6M | ||
| Q3 24 | $336.6M | $198.1M | ||
| Q2 24 | $307.4M | $187.9M |
总资产BANDCSV
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $964.4M | $1.3B | ||
| Q4 24 | $989.2M | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $1.0B | $1.3B |
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 | — | $14.1M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $6.2M |
| 自由现金流率自由现金流/营收 | -0.5% | 5.9% |
| 资本支出强度资本支出/营收 | — | 7.5% |
| 现金转化率经营现金流/净利润 | — | 1.15× |
| 过去12个月自由现金流最近4个季度 | — | $40.1M |
8季度趋势，按日历期对齐
经营现金流BANDCSV
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $14.1M | ||
| Q3 25 | $22.2M | $24.7M | ||
| Q2 25 | $31.7M | $8.1M | ||
| Q1 25 | $-3.1M | $13.8M | ||
| Q4 24 | $36.5M | $9.3M | ||
| Q3 24 | $20.5M | $20.9M | ||
| Q2 24 | $24.4M | $2.2M |
自由现金流BANDCSV
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $6.2M | ||
| Q3 25 | — | $18.0M | ||
| Q2 25 | — | $5.2M | ||
| Q1 25 | — | $10.6M | ||
| Q4 24 | — | $4.9M | ||
| Q3 24 | — | $16.2M | ||
| Q2 24 | — | $-1.4M |
自由现金流率BANDCSV
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 17.5% | ||
| Q2 25 | — | 5.1% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 16.1% | ||
| Q2 24 | — | -1.4% |
资本支出强度BANDCSV
| Q1 26 | — | — | ||
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 4.6% | ||
| Q2 24 | — | 3.5% |
现金转化率BANDCSV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.15× | ||
| Q3 25 | — | 3.76× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | 49.55× | 2.11× | ||
| Q2 24 | 6.03× | 0.34× |
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
BAND
暂无分部数据
CSV
| Propertyand Merchandise | $47.8M | 45% |
| Cemetery Interment Rights | $24.8M | 23% |
| Merchandise | $18.9M | 18% |
| Other Revenue | $10.2M | 10% |
| Other | $3.9M | 4% |
