vs
Bandwidth Inc.（BAND）与化石集团（FOSL）财务数据对比。点击上方公司名可切换其他公司
化石集团的季度营收约是Bandwidth Inc.的1.3倍（$270.2M vs $208.8M），Bandwidth Inc.净利率更高（1.9% vs -14.8%，领先16.7%），Bandwidth Inc.同比增速更快（20.1% vs -21.1%），Bandwidth Inc.自由现金流更多（$-1.0M vs $-22.5M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs -11.4%）
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。
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
BAND vs FOSL — 直观对比
营收规模更大
FOSL
是对方的1.3倍
$208.8M
营收增速更快
BAND
高出41.2%
-21.1%
净利率更高
BAND
高出16.7%
-14.8%
自由现金流更多
BAND
多$21.5M
$-22.5M
两年增速更快
BAND
近两年复合增速
-11.4%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $270.2M |
| 净利润 | $4.0M | $-40.0M |
| 毛利率 | 37.3% | 49.0% |
| 营业利润率 | 60.5% | -8.0% |
| 净利率 | 1.9% | -14.8% |
| 营收同比 | 20.1% | -21.1% |
| 净利润同比 | 200.0% | -257.8% |
| 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BANDFOSL
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $270.2M | ||
| Q3 25 | $191.9M | $220.4M | ||
| Q2 25 | $180.0M | $233.3M | ||
| Q1 25 | $174.2M | — | ||
| Q4 24 | $210.0M | $342.3M | ||
| Q3 24 | $193.9M | $287.8M | ||
| Q2 24 | $173.6M | $260.0M |
净利润BANDFOSL
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-40.0M | ||
| Q3 25 | $-1.2M | $-2.1M | ||
| Q2 25 | $-4.9M | $-17.9M | ||
| Q1 25 | $-3.7M | — | ||
| Q4 24 | — | $-11.2M | ||
| Q3 24 | $413.0K | $-31.9M | ||
| Q2 24 | $4.1M | $-38.8M |
毛利率BANDFOSL
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 49.0% | ||
| Q3 25 | 38.5% | 57.5% | ||
| Q2 25 | 39.8% | 61.3% | ||
| Q1 25 | 41.0% | — | ||
| Q4 24 | 36.4% | 53.9% | ||
| Q3 24 | 37.7% | 49.4% | ||
| Q2 24 | 37.3% | 52.6% |
营业利润率BANDFOSL
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | -8.0% | ||
| Q3 25 | -1.0% | 3.9% | ||
| Q2 25 | -2.1% | -2.9% | ||
| Q1 25 | -2.7% | — | ||
| Q4 24 | -1.3% | -4.8% | ||
| Q3 24 | -0.5% | -8.5% | ||
| Q2 24 | -3.5% | -13.1% |
净利率BANDFOSL
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | -14.8% | ||
| Q3 25 | -0.6% | -1.0% | ||
| Q2 25 | -2.7% | -7.7% | ||
| Q1 25 | -2.1% | — | ||
| Q4 24 | — | -3.3% | ||
| Q3 24 | 0.2% | -11.1% | ||
| Q2 24 | 2.3% | -14.9% |
每股收益（稀释后）BANDFOSL
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $-0.76 | ||
| Q3 25 | $-0.04 | $-0.04 | ||
| Q2 25 | $-0.16 | $-0.33 | ||
| Q1 25 | $-0.13 | — | ||
| Q4 24 | $0.27 | $-0.15 | ||
| Q3 24 | $0.01 | $-0.60 | ||
| Q2 24 | $-0.17 | $-0.73 |
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 | $79.2M |
| 总债务越低越好 | — | $169.1M |
| 股东权益账面价值 | $405.7M | $112.6M |
| 总资产 | $984.2M | $701.0M |
| 负债/权益比越低杠杆越低 | — | 1.50× |
8季度趋势，按日历期对齐
现金及短期投资BANDFOSL
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $79.2M | ||
| Q3 25 | $80.4M | $109.9M | ||
| Q2 25 | $68.1M | $78.3M | ||
| Q1 25 | $41.7M | — | ||
| Q4 24 | $83.8M | $123.6M | ||
| Q3 24 | $79.9M | $106.3M | ||
| Q2 24 | $76.4M | $104.9M |
总债务BANDFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | $169.1M | ||
| Q3 25 | — | $165.6M | ||
| Q2 25 | — | $167.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $162.7M | ||
| Q3 24 | — | $173.4M | ||
| Q2 24 | — | $156.5M |
股东权益BANDFOSL
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $112.6M | ||
| Q3 25 | $392.7M | $150.3M | ||
| Q2 25 | $384.5M | $140.6M | ||
| Q1 25 | $345.4M | — | ||
| Q4 24 | $312.5M | $148.7M | ||
| Q3 24 | $336.6M | $164.4M | ||
| Q2 24 | $307.4M | $189.6M |
总资产BANDFOSL
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $701.0M | ||
| Q3 25 | $1.0B | $704.5M | ||
| Q2 25 | $1.0B | $686.0M | ||
| Q1 25 | $964.4M | — | ||
| Q4 24 | $989.2M | $763.6M | ||
| Q3 24 | $1.0B | $812.4M | ||
| Q2 24 | $1.0B | $785.7M |
负债/权益比BANDFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.50× | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 1.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | 1.06× | ||
| Q2 24 | — | 0.83× |
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 | — | $-22.2M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $-22.5M |
| 自由现金流率自由现金流/营收 | -0.5% | -8.3% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-46.0M |
8季度趋势，按日历期对齐
经营现金流BANDFOSL
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $-22.2M | ||
| Q3 25 | $22.2M | $9.4M | ||
| Q2 25 | $31.7M | $-60.4M | ||
| Q1 25 | $-3.1M | — | ||
| Q4 24 | $36.5M | $30.5M | ||
| Q3 24 | $20.5M | $-22.8M | ||
| Q2 24 | $24.4M | $38.4M |
自由现金流BANDFOSL
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $-22.5M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | — | $-60.6M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $28.5M | ||
| Q3 24 | — | $-24.1M | ||
| Q2 24 | — | $36.6M |
自由现金流率BANDFOSL
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | -8.3% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | -26.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 8.3% | ||
| Q3 24 | — | -8.4% | ||
| Q2 24 | — | 14.1% |
资本支出强度BANDFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.7% |
现金转化率BANDFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 49.55× | — | ||
| Q2 24 | 6.03× | — |
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
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
