vs
Bandwidth Inc.(BAND)与EPR PROPERTIES(EPR)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EPR PROPERTIES的1.2倍($208.8M vs $181.3M),EPR PROPERTIES净利率更高(34.5% vs 1.9%,领先32.6%),Bandwidth Inc.同比增速更快(20.1% vs 3.6%),过去两年Bandwidth Inc.的营收复合增速更高(9.7% vs 2.3%)
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。
EPR地产(前身为娱乐地产信托)是总部位于美国密苏里州堪萨斯城的房地产投资信托企业,专注投资游乐园、电影院、滑雪度假村等娱乐类地产项目,截至2022年共持有353处物业。
BAND vs EPR — 直观对比
营收规模更大
BAND
是对方的1.2倍
$181.3M
营收增速更快
BAND
高出16.6%
3.6%
净利率更高
EPR
高出32.6%
1.9%
两年增速更快
BAND
近两年复合增速
2.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $208.8M | $181.3M |
| 净利润 | $4.0M | $62.6M |
| 毛利率 | 37.3% | — |
| 营业利润率 | 60.5% | 55.5% |
| 净利率 | 1.9% | 34.5% |
| 营收同比 | 20.1% | 3.6% |
| 净利润同比 | 200.0% | 845.8% |
| 每股收益(稀释后) | $-0.08 | $0.74 |
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
BAND
EPR
| Q1 26 | $208.8M | $181.3M | ||
| Q4 25 | $207.7M | $182.9M | ||
| Q3 25 | $191.9M | $182.3M | ||
| Q2 25 | $180.0M | $178.1M | ||
| Q1 25 | $174.2M | $175.0M | ||
| Q4 24 | $210.0M | $177.2M | ||
| Q3 24 | $193.9M | $180.5M | ||
| Q2 24 | $173.6M | $173.1M |
净利润
BAND
EPR
| Q1 26 | $4.0M | $62.6M | ||
| Q4 25 | — | $66.9M | ||
| Q3 25 | $-1.2M | $66.6M | ||
| Q2 25 | $-4.9M | $75.6M | ||
| Q1 25 | $-3.7M | $65.8M | ||
| Q4 24 | — | $-8.4M | ||
| Q3 24 | $413.0K | $46.6M | ||
| Q2 24 | $4.1M | $45.1M |
毛利率
BAND
EPR
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | — | ||
| Q3 25 | 38.5% | — | ||
| Q2 25 | 39.8% | — | ||
| Q1 25 | 41.0% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 37.3% | — |
营业利润率
BAND
EPR
| Q1 26 | 60.5% | 55.5% | ||
| Q4 25 | -1.9% | 56.8% | ||
| Q3 25 | -1.0% | 53.5% | ||
| Q2 25 | -2.1% | 62.5% | ||
| Q1 25 | -2.7% | 58.1% | ||
| Q4 24 | -1.3% | 25.5% | ||
| Q3 24 | -0.5% | 51.4% | ||
| Q2 24 | -3.5% | 45.9% |
净利率
BAND
EPR
| Q1 26 | 1.9% | 34.5% | ||
| Q4 25 | — | 36.6% | ||
| Q3 25 | -0.6% | 36.5% | ||
| Q2 25 | -2.7% | 42.5% | ||
| Q1 25 | -2.1% | 37.6% | ||
| Q4 24 | — | -4.7% | ||
| Q3 24 | 0.2% | 25.8% | ||
| Q2 24 | 2.3% | 26.1% |
每股收益(稀释后)
BAND
EPR
| Q1 26 | $-0.08 | $0.74 | ||
| Q4 25 | $-0.10 | $0.80 | ||
| Q3 25 | $-0.04 | $0.79 | ||
| Q2 25 | $-0.16 | $0.91 | ||
| Q1 25 | $-0.13 | $0.78 | ||
| Q4 24 | $0.27 | $-0.19 | ||
| Q3 24 | $0.01 | $0.53 | ||
| Q2 24 | $-0.17 | $0.51 |
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 | $68.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $2.3B |
| 总资产 | $984.2M | $5.7B |
| 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
BAND
EPR
| Q1 26 | $47.3M | $68.5M | ||
| Q4 25 | $111.3M | $90.6M | ||
| Q3 25 | $80.4M | $13.7M | ||
| Q2 25 | $68.1M | $13.0M | ||
| Q1 25 | $41.7M | $20.6M | ||
| Q4 24 | $83.8M | $22.1M | ||
| Q3 24 | $79.9M | $35.3M | ||
| Q2 24 | $76.4M | $33.7M |
总债务
BAND
EPR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
股东权益
BAND
EPR
| Q1 26 | $405.7M | $2.3B | ||
| Q4 25 | $400.0M | $2.3B | ||
| Q3 25 | $392.7M | $2.3B | ||
| Q2 25 | $384.5M | $2.3B | ||
| Q1 25 | $345.4M | $2.3B | ||
| Q4 24 | $312.5M | $2.3B | ||
| Q3 24 | $336.6M | $2.4B | ||
| Q2 24 | $307.4M | $2.4B |
总资产
BAND
EPR
| Q1 26 | $984.2M | $5.7B | ||
| Q4 25 | $1.1B | $5.7B | ||
| Q3 25 | $1.0B | $5.5B | ||
| Q2 25 | $1.0B | $5.6B | ||
| Q1 25 | $964.4M | $5.5B | ||
| Q4 24 | $989.2M | $5.6B | ||
| Q3 24 | $1.0B | $5.7B | ||
| Q2 24 | $1.0B | $5.6B |
负债/权益比
BAND
EPR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.26× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.20× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.16× |
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 | — | $113.4M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
BAND
EPR
| Q1 26 | — | $113.4M | ||
| Q4 25 | $38.6M | $421.0M | ||
| Q3 25 | $22.2M | $136.5M | ||
| Q2 25 | $31.7M | $87.3M | ||
| Q1 25 | $-3.1M | $99.4M | ||
| Q4 24 | $36.5M | $393.1M | ||
| Q3 24 | $20.5M | $122.0M | ||
| Q2 24 | $24.4M | $78.7M |
自由现金流
BAND
EPR
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $269.2M | ||
| Q3 25 | — | $132.1M | ||
| Q2 25 | — | $82.4M | ||
| Q1 25 | — | $84.7M | ||
| Q4 24 | — | $129.2M | ||
| Q3 24 | — | $121.5M | ||
| Q2 24 | — | $71.3M |
自由现金流率
BAND
EPR
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 147.1% | ||
| Q3 25 | — | 72.5% | ||
| Q2 25 | — | 46.3% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 72.9% | ||
| Q3 24 | — | 67.3% | ||
| Q2 24 | — | 41.2% |
资本支出强度
BAND
EPR
| Q1 26 | — | 0.1% | ||
| Q4 25 | — | 82.9% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 148.9% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 4.2% |
现金转化率
BAND
EPR
| Q1 26 | — | 1.81× | ||
| Q4 25 | — | 6.29× | ||
| Q3 25 | — | 2.05× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | 49.55× | 2.62× | ||
| Q2 24 | 6.03× | 1.74× |
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
EPR
| Rental revenue | $155.2M | 86% |
| Mortgage and other financing income | $16.0M | 9% |
| Other | $10.1M | 6% |