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Bandwidth Inc.（BAND）与NOODLES & Co（NDLS）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NOODLES & Co的1.7倍（$208.8M vs $122.1M），Bandwidth Inc.净利率更高（1.9% vs -7.5%，领先9.4%），Bandwidth Inc.同比增速更快（20.1% vs -4.1%），Bandwidth Inc.自由现金流更多（$-1.0M vs $-2.8M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs -1.2%）
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。
Noodles & Company是源自美国的休闲快餐连锁品牌，主打融合多国风味及美式特色的面条菜品，同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年，总部位于科罗拉多州布鲁姆菲尔德，截至2022年年中，品牌已在美国31个州开出了458家门店。
BAND vs NDLS — 直观对比
营收规模更大
BAND
是对方的1.7倍
$122.1M
营收增速更快
BAND
高出24.2%
-4.1%
净利率更高
BAND
高出9.4%
-7.5%
自由现金流更多
BAND
多$1.8M
$-2.8M
两年增速更快
BAND
近两年复合增速
-1.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $122.1M |
| 净利润 | $4.0M | $-9.2M |
| 毛利率 | 37.3% | — |
| 营业利润率 | 60.5% | -5.2% |
| 净利率 | 1.9% | -7.5% |
| 营收同比 | 20.1% | -4.1% |
| 净利润同比 | 200.0% | 32.8% |
| 每股收益（稀释后） | $-0.08 | $-0.20 |
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BANDNDLS
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | — | ||
| Q3 25 | $191.9M | $122.1M | ||
| Q2 25 | $180.0M | $123.8M | ||
| Q1 25 | $174.2M | — | ||
| Q4 24 | $210.0M | $122.8M | ||
| Q3 24 | $193.9M | $127.4M | ||
| Q2 24 | $173.6M | $121.4M |
净利润BANDNDLS
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-1.2M | $-9.2M | ||
| Q2 25 | $-4.9M | $-9.1M | ||
| Q1 25 | $-3.7M | — | ||
| Q4 24 | — | $-6.8M | ||
| Q3 24 | $413.0K | $-13.6M | ||
| Q2 24 | $4.1M | $-6.1M |
毛利率BANDNDLS
| 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BANDNDLS
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | — | ||
| Q3 25 | -1.0% | -5.2% | ||
| Q2 25 | -2.1% | -5.2% | ||
| Q1 25 | -2.7% | — | ||
| Q4 24 | -1.3% | -3.9% | ||
| Q3 24 | -0.5% | -9.0% | ||
| Q2 24 | -3.5% | -3.4% |
净利率BANDNDLS
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.6% | -7.5% | ||
| Q2 25 | -2.7% | -7.3% | ||
| Q1 25 | -2.1% | — | ||
| Q4 24 | — | -5.5% | ||
| Q3 24 | 0.2% | -10.7% | ||
| Q2 24 | 2.3% | -5.1% |
每股收益（稀释后）BANDNDLS
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.04 | $-0.20 | ||
| Q2 25 | $-0.16 | $-0.20 | ||
| Q1 25 | $-0.13 | — | ||
| Q4 24 | $0.27 | $-0.15 | ||
| Q3 24 | $0.01 | $-0.30 | ||
| Q2 24 | $-0.17 | $-0.14 |
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 | $4.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $-38.9M |
| 总资产 | $984.2M | $280.6M |
| 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BANDNDLS
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | — | ||
| Q3 25 | $80.4M | $4.7M | ||
| Q2 25 | $68.1M | $1.4M | ||
| Q1 25 | $41.7M | — | ||
| Q4 24 | $83.8M | $3.3M | ||
| Q3 24 | $79.9M | $1.8M | ||
| Q2 24 | $76.4M | $1.3M |
股东权益BANDNDLS
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | — | ||
| Q3 25 | $392.7M | $-38.9M | ||
| Q2 25 | $384.5M | $-13.9M | ||
| Q1 25 | $345.4M | — | ||
| Q4 24 | $312.5M | $3.7M | ||
| Q3 24 | $336.6M | $9.6M | ||
| Q2 24 | $307.4M | $21.9M |
总资产BANDNDLS
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.0B | $280.6M | ||
| Q2 25 | $1.0B | $319.4M | ||
| Q1 25 | $964.4M | — | ||
| Q4 24 | $989.2M | $340.5M | ||
| Q3 24 | $1.0B | $346.3M | ||
| Q2 24 | $1.0B | $360.4M |
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 | — | $4.3M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $-2.8M |
| 自由现金流率自由现金流/营收 | -0.5% | -2.3% |
| 资本支出强度资本支出/营收 | — | 5.8% |
| 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 | — | $-7.5M |
8季度趋势，按日历期对齐
经营现金流BANDNDLS
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | — | ||
| Q3 25 | $22.2M | $4.3M | ||
| Q2 25 | $31.7M | $4.0M | ||
| Q1 25 | $-3.1M | — | ||
| Q4 24 | $36.5M | $5.8M | ||
| Q3 24 | $20.5M | $4.7M | ||
| Q2 24 | $24.4M | $7.0M |
自由现金流BANDNDLS
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.8M | ||
| Q2 25 | — | $1.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-1.3M | ||
| Q3 24 | — | $-4.5M | ||
| Q2 24 | — | $-1.6M |
自由现金流率BANDNDLS
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -2.3% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -3.5% | ||
| Q2 24 | — | -1.4% |
资本支出强度BANDNDLS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | 7.1% |
现金转化率BANDNDLS
| 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
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
