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Bandwidth Inc.（BAND）与Liberty Broadband Corp（LBRDA）财务数据对比。点击上方公司名可切换其他公司
Liberty Broadband Corp的季度营收约是Bandwidth Inc.的1.3倍（$261.0M vs $208.8M），Liberty Broadband Corp净利率更高（146.7% vs 1.9%，领先144.8%），Bandwidth Inc.同比增速更快（20.1% vs 6.1%），Liberty Broadband Corp自由现金流更多（$37.0M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 4.3%）
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。
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
BAND vs LBRDA — 直观对比
营收规模更大
LBRDA
是对方的1.3倍
$208.8M
营收增速更快
BAND
高出14.0%
6.1%
净利率更高
LBRDA
高出144.8%
1.9%
自由现金流更多
LBRDA
多$38.0M
$-1.0M
两年增速更快
BAND
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $261.0M |
| 净利润 | $4.0M | $383.0M |
| 毛利率 | 37.3% | — |
| 营业利润率 | 60.5% | 15.7% |
| 净利率 | 1.9% | 146.7% |
| 营收同比 | 20.1% | 6.1% |
| 净利润同比 | 200.0% | 96.4% |
| 每股收益（稀释后） | $-0.08 | $2.68 |
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BANDLBRDA
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | — | ||
| Q3 25 | $191.9M | — | ||
| Q2 25 | $180.0M | $261.0M | ||
| Q1 25 | $174.2M | $266.0M | ||
| Q4 24 | $210.0M | $263.0M | ||
| Q3 24 | $193.9M | $262.0M | ||
| Q2 24 | $173.6M | $246.0M |
净利润BANDLBRDA
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-1.2M | — | ||
| Q2 25 | $-4.9M | $383.0M | ||
| Q1 25 | $-3.7M | $268.0M | ||
| Q4 24 | — | $291.0M | ||
| Q3 24 | $413.0K | $142.0M | ||
| Q2 24 | $4.1M | $195.0M |
毛利率BANDLBRDA
| 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BANDLBRDA
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | — | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | -2.1% | 15.7% | ||
| Q1 25 | -2.7% | 16.2% | ||
| Q4 24 | -1.3% | 4.9% | ||
| Q3 24 | -0.5% | 11.5% | ||
| Q2 24 | -3.5% | 8.5% |
净利率BANDLBRDA
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.6% | — | ||
| Q2 25 | -2.7% | 146.7% | ||
| Q1 25 | -2.1% | 100.8% | ||
| Q4 24 | — | 110.6% | ||
| Q3 24 | 0.2% | 54.2% | ||
| Q2 24 | 2.3% | 79.3% |
每股收益（稀释后）BANDLBRDA
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.04 | — | ||
| Q2 25 | $-0.16 | $2.68 | ||
| Q1 25 | $-0.13 | $1.87 | ||
| Q4 24 | $0.27 | $2.04 | ||
| Q3 24 | $0.01 | $0.99 | ||
| Q2 24 | $-0.17 | $1.36 |
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 | $180.0M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $405.7M | $10.4B |
| 总资产 | $984.2M | $16.6B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BANDLBRDA
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | — | ||
| Q3 25 | $80.4M | — | ||
| Q2 25 | $68.1M | $180.0M | ||
| Q1 25 | $41.7M | $226.0M | ||
| Q4 24 | $83.8M | $163.0M | ||
| Q3 24 | $79.9M | $168.0M | ||
| Q2 24 | $76.4M | $73.0M |
总债务BANDLBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | — | $3.6B |
股东权益BANDLBRDA
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | — | ||
| Q3 25 | $392.7M | — | ||
| Q2 25 | $384.5M | $10.4B | ||
| Q1 25 | $345.4M | $10.1B | ||
| Q4 24 | $312.5M | $9.8B | ||
| Q3 24 | $336.6M | $9.5B | ||
| Q2 24 | $307.4M | $9.3B |
总资产BANDLBRDA
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $16.6B | ||
| Q1 25 | $964.4M | $17.0B | ||
| Q4 24 | $989.2M | $16.7B | ||
| Q3 24 | $1.0B | $16.3B | ||
| Q2 24 | $1.0B | $16.0B |
负债/权益比BANDLBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | 0.38× | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.39× |
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 | — | $91.0M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $37.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 14.2% |
| 资本支出强度资本支出/营收 | — | 20.7% |
| 现金转化率经营现金流/净利润 | — | 0.24× |
| 过去12个月自由现金流最近4个季度 | — | $-49.0M |
8季度趋势，按日历期对齐
经营现金流BANDLBRDA
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | — | ||
| Q3 25 | $22.2M | — | ||
| Q2 25 | $31.7M | $91.0M | ||
| Q1 25 | $-3.1M | $78.0M | ||
| Q4 24 | $36.5M | $1.0M | ||
| Q3 24 | $20.5M | $24.0M | ||
| Q2 24 | $24.4M | $27.0M |
自由现金流BANDLBRDA
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $37.0M | ||
| Q1 25 | — | $13.0M | ||
| Q4 24 | — | $-63.0M | ||
| Q3 24 | — | $-36.0M | ||
| Q2 24 | — | $-35.0M |
自由现金流率BANDLBRDA
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | -24.0% | ||
| Q3 24 | — | -13.7% | ||
| Q2 24 | — | -14.2% |
资本支出强度BANDLBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 25.2% |
现金转化率BANDLBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | 49.55× | 0.17× | ||
| Q2 24 | 6.03× | 0.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
