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Bandwidth Inc.（BAND）与MARCUS CORP（MCS）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MARCUS CORP的1.1倍（$208.8M vs $193.5M），Bandwidth Inc.同比增速更快（20.1% vs 2.8%），MARCUS CORP自由现金流更多（$26.4M vs $-1.0M），过去两年MARCUS CORP的营收复合增速更高（18.2% vs 9.7%）
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。
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
BAND vs MCS — 直观对比
营收规模更大
BAND
是对方的1.1倍
$193.5M
营收增速更快
BAND
高出17.4%
2.8%
自由现金流更多
MCS
多$27.4M
$-1.0M
两年增速更快
MCS
近两年复合增速
9.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $193.5M |
| 净利润 | $4.0M | — |
| 毛利率 | 37.3% | — |
| 营业利润率 | 60.5% | 0.9% |
| 净利率 | 1.9% | — |
| 营收同比 | 20.1% | 2.8% |
| 净利润同比 | 200.0% | — |
| 每股收益（稀释后） | $-0.08 | — |
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BANDMCS
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $193.5M | ||
| Q3 25 | $191.9M | $210.2M | ||
| Q2 25 | $180.0M | $206.0M | ||
| Q1 25 | $174.2M | $148.8M | ||
| Q4 24 | $210.0M | $188.3M | ||
| Q3 24 | $193.9M | $232.7M | ||
| Q2 24 | $173.6M | $176.0M |
净利润BANDMCS
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-1.2M | $16.2M | ||
| Q2 25 | $-4.9M | $7.3M | ||
| Q1 25 | $-3.7M | $-16.8M | ||
| Q4 24 | — | $986.0K | ||
| Q3 24 | $413.0K | $23.3M | ||
| Q2 24 | $4.1M | $-20.2M |
毛利率BANDMCS
| 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BANDMCS
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 0.9% | ||
| Q3 25 | -1.0% | 10.8% | ||
| Q2 25 | -2.1% | 6.3% | ||
| Q1 25 | -2.7% | -13.7% | ||
| Q4 24 | -1.3% | -1.2% | ||
| Q3 24 | -0.5% | 14.1% | ||
| Q2 24 | -3.5% | 1.3% |
净利率BANDMCS
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.6% | 7.7% | ||
| Q2 25 | -2.7% | 3.6% | ||
| Q1 25 | -2.1% | -11.3% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | 0.2% | 10.0% | ||
| Q2 24 | 2.3% | -11.5% |
每股收益（稀释后）BANDMCS
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.04 | — | ||
| Q2 25 | $-0.16 | — | ||
| Q1 25 | $-0.13 | — | ||
| Q4 24 | $0.27 | — | ||
| Q3 24 | $0.01 | — | ||
| Q2 24 | $-0.17 | — |
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 | $23.4M |
| 总债务越低越好 | — | $159.0M |
| 股东权益账面价值 | $405.7M | $457.4M |
| 总资产 | $984.2M | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资BANDMCS
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $23.4M | ||
| Q3 25 | $80.4M | $7.4M | ||
| Q2 25 | $68.1M | $14.9M | ||
| Q1 25 | $41.7M | $11.9M | ||
| Q4 24 | $83.8M | $40.8M | ||
| Q3 24 | $79.9M | $28.4M | ||
| Q2 24 | $76.4M | $32.8M |
总债务BANDMCS
| Q1 26 | — | — | ||
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $162.0M | ||
| Q2 25 | — | $179.9M | ||
| Q1 25 | — | $198.9M | ||
| Q4 24 | — | $159.1M | ||
| Q3 24 | — | $173.1M | ||
| Q2 24 | — | $175.7M |
股东权益BANDMCS
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $457.4M | ||
| Q3 25 | $392.7M | $454.3M | ||
| Q2 25 | $384.5M | $448.4M | ||
| Q1 25 | $345.4M | $441.8M | ||
| Q4 24 | $312.5M | $464.9M | ||
| Q3 24 | $336.6M | $462.3M | ||
| Q2 24 | $307.4M | $449.4M |
总资产BANDMCS
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $964.4M | $1.0B | ||
| Q4 24 | $989.2M | $1.0B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $1.0B | $1.1B |
负债/权益比BANDMCS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.37× | ||
| 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 | — | $48.8M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $26.4M |
| 自由现金流率自由现金流/营收 | -0.5% | 13.6% |
| 资本支出强度资本支出/营收 | — | 11.6% |
| 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 | — | $989.0K |
8季度趋势，按日历期对齐
经营现金流BANDMCS
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $48.8M | ||
| Q3 25 | $22.2M | $39.1M | ||
| Q2 25 | $31.7M | $31.6M | ||
| Q1 25 | $-3.1M | $-35.3M | ||
| Q4 24 | $36.5M | $52.6M | ||
| Q3 24 | $20.5M | $30.5M | ||
| Q2 24 | $24.4M | $36.0M |
自由现金流BANDMCS
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $26.4M | ||
| Q3 25 | — | $18.2M | ||
| Q2 25 | — | $14.7M | ||
| Q1 25 | — | $-58.3M | ||
| Q4 24 | — | $27.1M | ||
| Q3 24 | — | $12.0M | ||
| Q2 24 | — | $16.1M |
自由现金流率BANDMCS
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 13.6% | ||
| Q3 25 | — | 8.7% | ||
| Q2 25 | — | 7.1% | ||
| Q1 25 | — | -39.2% | ||
| Q4 24 | — | 14.4% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 9.2% |
资本支出强度BANDMCS
| Q1 26 | — | — | ||
| Q4 25 | — | 11.6% | ||
| Q3 25 | — | 9.9% | ||
| Q2 25 | — | 8.2% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 7.9% | ||
| Q2 24 | — | 11.3% |
现金转化率BANDMCS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | — | 4.32× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 53.31× | ||
| Q3 24 | 49.55× | 1.31× | ||
| 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
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
