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Bandwidth Inc.（BAND）与ONESPAWORLD HOLDINGS Ltd（OSW）财务数据对比。点击上方公司名可切换其他公司
ONESPAWORLD HOLDINGS Ltd的季度营收约是Bandwidth Inc.的1.2倍（$242.1M vs $208.8M），ONESPAWORLD HOLDINGS Ltd净利率更高（5.0% vs 1.9%，领先3.1%），Bandwidth Inc.同比增速更快（20.1% vs 11.5%），ONESPAWORLD HOLDINGS Ltd自由现金流更多（$14.9M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 7.1%）
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。
BAND vs OSW — 直观对比
营收规模更大
OSW
是对方的1.2倍
$208.8M
营收增速更快
BAND
高出8.6%
11.5%
净利率更高
OSW
高出3.1%
1.9%
自由现金流更多
OSW
多$15.9M
$-1.0M
两年增速更快
BAND
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $242.1M |
| 净利润 | $4.0M | $12.1M |
| 毛利率 | 37.3% | — |
| 营业利润率 | 60.5% | 6.8% |
| 净利率 | 1.9% | 5.0% |
| 营收同比 | 20.1% | 11.5% |
| 净利润同比 | 200.0% | -16.2% |
| 每股收益（稀释后） | $-0.08 | $0.12 |
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BANDOSW
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $242.1M | ||
| Q3 25 | $191.9M | $258.5M | ||
| Q2 25 | $180.0M | $240.7M | ||
| Q1 25 | $174.2M | $219.6M | ||
| Q4 24 | $210.0M | $217.2M | ||
| Q3 24 | $193.9M | $241.7M | ||
| Q2 24 | $173.6M | $224.9M |
净利润BANDOSW
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $12.1M | ||
| Q3 25 | $-1.2M | $24.3M | ||
| Q2 25 | $-4.9M | $19.9M | ||
| Q1 25 | $-3.7M | $15.3M | ||
| Q4 24 | — | $14.4M | ||
| Q3 24 | $413.0K | $21.6M | ||
| Q2 24 | $4.1M | $15.8M |
毛利率BANDOSW
| 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BANDOSW
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 6.8% | ||
| Q3 25 | -1.0% | 10.2% | ||
| Q2 25 | -2.1% | 9.2% | ||
| Q1 25 | -2.7% | 7.7% | ||
| Q4 24 | -1.3% | 7.9% | ||
| Q3 24 | -0.5% | 10.3% | ||
| Q2 24 | -3.5% | 8.4% |
净利率BANDOSW
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 5.0% | ||
| Q3 25 | -0.6% | 9.4% | ||
| Q2 25 | -2.7% | 8.3% | ||
| Q1 25 | -2.1% | 7.0% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | 0.2% | 8.9% | ||
| Q2 24 | 2.3% | 7.0% |
每股收益（稀释后）BANDOSW
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.12 | ||
| Q3 25 | $-0.04 | $0.23 | ||
| Q2 25 | $-0.16 | $0.19 | ||
| Q1 25 | $-0.13 | $0.15 | ||
| Q4 24 | $0.27 | $0.13 | ||
| Q3 24 | $0.01 | $0.20 | ||
| Q2 24 | $-0.17 | $0.15 |
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 | $16.3M |
| 总债务越低越好 | — | $84.0M |
| 股东权益账面价值 | $405.7M | $542.6M |
| 总资产 | $984.2M | $707.1M |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资BANDOSW
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $16.3M | ||
| Q3 25 | $80.4M | $29.6M | ||
| Q2 25 | $68.1M | $35.0M | ||
| Q1 25 | $41.7M | $22.6M | ||
| Q4 24 | $83.8M | $57.4M | ||
| Q3 24 | $79.9M | $48.8M | ||
| Q2 24 | $76.4M | $62.5M |
总债务BANDOSW
| Q1 26 | — | — | ||
| Q4 25 | — | $84.0M | ||
| Q3 25 | — | $85.2M | ||
| Q2 25 | — | $96.2M | ||
| Q1 25 | — | $97.4M | ||
| Q4 24 | — | $98.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | — | $123.8M |
股东权益BANDOSW
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $542.6M | ||
| Q3 25 | $392.7M | $552.8M | ||
| Q2 25 | $384.5M | $548.3M | ||
| Q1 25 | $345.4M | $530.6M | ||
| Q4 24 | $312.5M | $554.5M | ||
| Q3 24 | $336.6M | $540.1M | ||
| Q2 24 | $307.4M | $532.7M |
总资产BANDOSW
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $707.1M | ||
| Q3 25 | $1.0B | $732.6M | ||
| Q2 25 | $1.0B | $731.8M | ||
| Q1 25 | $964.4M | $708.7M | ||
| Q4 24 | $989.2M | $746.4M | ||
| Q3 24 | $1.0B | $734.0M | ||
| Q2 24 | $1.0B | $756.8M |
负债/权益比BANDOSW
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.18× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.23× |
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 | — | $20.0M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $14.9M |
| 自由现金流率自由现金流/营收 | -0.5% | 6.2% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | — | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | $68.4M |
8季度趋势，按日历期对齐
经营现金流BANDOSW
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $20.0M | ||
| Q3 25 | $22.2M | $33.2M | ||
| Q2 25 | $31.7M | $20.3M | ||
| Q1 25 | $-3.1M | $10.1M | ||
| Q4 24 | $36.5M | $16.6M | ||
| Q3 24 | $20.5M | $28.6M | ||
| Q2 24 | $24.4M | $18.7M |
自由现金流BANDOSW
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $14.9M | ||
| Q3 25 | — | $27.6M | ||
| Q2 25 | — | $17.6M | ||
| Q1 25 | — | $8.4M | ||
| Q4 24 | — | $13.2M | ||
| Q3 24 | — | $27.5M | ||
| Q2 24 | — | $17.6M |
自由现金流率BANDOSW
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 11.4% | ||
| Q2 24 | — | 7.8% |
资本支出强度BANDOSW
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.5% |
现金转化率BANDOSW
| Q1 26 | — | — | ||
| Q4 25 | — | 1.65× | ||
| Q3 25 | — | 1.36× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 1.15× | ||
| Q3 24 | 49.55× | 1.33× | ||
| Q2 24 | 6.03× | 1.19× |
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
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
