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Bandwidth Inc.（BAND）与Childrens Place, Inc.（PLCE）财务数据对比。点击上方公司名可切换其他公司
Childrens Place, Inc.的季度营收约是Bandwidth Inc.的1.6倍（$339.5M vs $208.8M），Bandwidth Inc.净利率更高（1.9% vs -1.3%，领先3.2%），Bandwidth Inc.同比增速更快（20.1% vs -13.0%），Bandwidth Inc.自由现金流更多（$-1.0M vs $-3.4M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
BAND vs PLCE — 直观对比
营收规模更大
PLCE
是对方的1.6倍
$208.8M
营收增速更快
BAND
高出33.1%
-13.0%
净利率更高
BAND
高出3.2%
-1.3%
自由现金流更多
BAND
多$2.4M
$-3.4M
两年增速更快
BAND
近两年复合增速
-13.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $339.5M |
| 净利润 | $4.0M | $-4.3M |
| 毛利率 | 37.3% | 33.1% |
| 营业利润率 | 60.5% | 1.1% |
| 净利率 | 1.9% | -1.3% |
| 营收同比 | 20.1% | -13.0% |
| 净利润同比 | 200.0% | -121.5% |
| 每股收益（稀释后） | $-0.08 | $-0.19 |
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BANDPLCE
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $339.5M | ||
| Q3 25 | $191.9M | $298.0M | ||
| Q2 25 | $180.0M | $242.1M | ||
| Q1 25 | $174.2M | $408.6M | ||
| Q4 24 | $210.0M | $390.2M | ||
| Q3 24 | $193.9M | $319.7M | ||
| Q2 24 | $173.6M | $267.9M |
净利润BANDPLCE
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-4.3M | ||
| Q3 25 | $-1.2M | $-5.4M | ||
| Q2 25 | $-4.9M | $-34.0M | ||
| Q1 25 | $-3.7M | $-8.0M | ||
| Q4 24 | — | $20.1M | ||
| Q3 24 | $413.0K | $-32.1M | ||
| Q2 24 | $4.1M | $-37.8M |
毛利率BANDPLCE
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 33.1% | ||
| Q3 25 | 38.5% | 34.0% | ||
| Q2 25 | 39.8% | 29.2% | ||
| Q1 25 | 41.0% | 28.5% | ||
| Q4 24 | 36.4% | 35.5% | ||
| Q3 24 | 37.7% | 35.0% | ||
| Q2 24 | 37.3% | 34.6% |
营业利润率BANDPLCE
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 1.1% | ||
| Q3 25 | -1.0% | 1.4% | ||
| Q2 25 | -2.1% | -10.0% | ||
| Q1 25 | -2.7% | 1.7% | ||
| Q4 24 | -1.3% | 7.5% | ||
| Q3 24 | -0.5% | -6.8% | ||
| Q2 24 | -3.5% | -10.4% |
净利率BANDPLCE
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | -1.3% | ||
| Q3 25 | -0.6% | -1.8% | ||
| Q2 25 | -2.7% | -14.1% | ||
| Q1 25 | -2.1% | -2.0% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | 0.2% | -10.0% | ||
| Q2 24 | 2.3% | -14.1% |
每股收益（稀释后）BANDPLCE
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $-0.19 | ||
| Q3 25 | $-0.04 | $-0.24 | ||
| Q2 25 | $-0.16 | $-1.57 | ||
| Q1 25 | $-0.13 | $-0.60 | ||
| Q4 24 | $0.27 | $1.57 | ||
| Q3 24 | $0.01 | $-2.51 | ||
| Q2 24 | $-0.17 | $-2.98 |
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 | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | $405.7M | $-8.6M |
| 总资产 | $984.2M | $762.5M |
| 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BANDPLCE
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $7.3M | ||
| Q3 25 | $80.4M | $7.8M | ||
| Q2 25 | $68.1M | $5.7M | ||
| Q1 25 | $41.7M | $5.3M | ||
| Q4 24 | $83.8M | $5.7M | ||
| Q3 24 | $79.9M | $9.6M | ||
| Q2 24 | $76.4M | $13.0M |
总债务BANDPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | — | $165.7M | ||
| Q3 24 | — | $165.4M | ||
| Q2 24 | — | $166.6M |
股东权益BANDPLCE
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $-8.6M | ||
| Q3 25 | $392.7M | $-4.9M | ||
| Q2 25 | $384.5M | $1.4M | ||
| Q1 25 | $345.4M | $-59.4M | ||
| Q4 24 | $312.5M | $-49.6M | ||
| Q3 24 | $336.6M | $-68.9M | ||
| Q2 24 | $307.4M | $-34.9M |
总资产BANDPLCE
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $762.5M | ||
| Q3 25 | $1.0B | $805.1M | ||
| Q2 25 | $1.0B | $779.6M | ||
| Q1 25 | $964.4M | $747.6M | ||
| Q4 24 | $989.2M | $888.8M | ||
| Q3 24 | $1.0B | $921.4M | ||
| Q2 24 | $1.0B | $848.3M |
负债/权益比BANDPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $-3.4M |
| 自由现金流率自由现金流/营收 | -0.5% | -1.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 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 | — | $39.5M |
8季度趋势，按日历期对齐
经营现金流BANDPLCE
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $6.2M | ||
| Q3 25 | $22.2M | $-30.5M | ||
| Q2 25 | $31.7M | $-43.0M | ||
| Q1 25 | $-3.1M | $121.3M | ||
| Q4 24 | $36.5M | $-44.2M | ||
| Q3 24 | $20.5M | $-83.9M | ||
| Q2 24 | $24.4M | $-110.8M |
自由现金流BANDPLCE
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $-3.4M | ||
| Q3 25 | — | $-31.9M | ||
| Q2 25 | — | $-46.4M | ||
| Q1 25 | — | $121.2M | ||
| Q4 24 | — | $-47.7M | ||
| Q3 24 | — | $-91.7M | ||
| Q2 24 | — | $-115.5M |
自由现金流率BANDPLCE
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | — | -10.7% | ||
| Q2 25 | — | -19.2% | ||
| Q1 25 | — | 29.7% | ||
| Q4 24 | — | -12.2% | ||
| Q3 24 | — | -28.7% | ||
| Q2 24 | — | -43.1% |
资本支出强度BANDPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 1.8% |
现金转化率BANDPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -2.20× | ||
| 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
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
