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Bandwidth Inc.（BAND）与RAYONIER ADVANCED MATERIALS INC.（RYAM）财务数据对比。点击上方公司名可切换其他公司
RAYONIER ADVANCED MATERIALS INC.的季度营收约是Bandwidth Inc.的2.0倍（$417.5M vs $208.8M），Bandwidth Inc.净利率更高（1.9% vs -5.0%，领先7.0%），Bandwidth Inc.同比增速更快（20.1% vs -1.2%），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 3.8%）
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。
RYAM（原雷尼尔先进材料公司）是一家美国全球性纤维素技术企业，主打高纯度特种纤维素产品，所生产的天然聚合物广泛应用于过滤器生产、食品加工、医药制造及各类工业领域，同时也为造纸和包装行业供应相关产品，在纤维素技术领域拥有较高的行业认可度。
BAND vs RYAM — 直观对比
营收规模更大
RYAM
是对方的2.0倍
$208.8M
营收增速更快
BAND
高出21.3%
-1.2%
净利率更高
BAND
高出7.0%
-5.0%
两年增速更快
BAND
近两年复合增速
3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $417.5M |
| 净利润 | $4.0M | $-21.1M |
| 毛利率 | 37.3% | 8.9% |
| 营业利润率 | 60.5% | 2.6% |
| 净利率 | 1.9% | -5.0% |
| 营收同比 | 20.1% | -1.2% |
| 净利润同比 | 200.0% | -31.9% |
| 每股收益（稀释后） | $-0.08 | $-0.33 |
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BANDRYAM
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $417.5M | ||
| Q3 25 | $191.9M | $352.8M | ||
| Q2 25 | $180.0M | $340.0M | ||
| Q1 25 | $174.2M | $356.0M | ||
| Q4 24 | $210.0M | $422.5M | ||
| Q3 24 | $193.9M | $401.1M | ||
| Q2 24 | $173.6M | $419.0M |
净利润BANDRYAM
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-21.1M | ||
| Q3 25 | $-1.2M | $-4.5M | ||
| Q2 25 | $-4.9M | $-363.2M | ||
| Q1 25 | $-3.7M | $-32.0M | ||
| Q4 24 | — | $-16.0M | ||
| Q3 24 | $413.0K | $-32.6M | ||
| Q2 24 | $4.1M | $11.4M |
毛利率BANDRYAM
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 8.9% | ||
| Q3 25 | 38.5% | 9.7% | ||
| Q2 25 | 39.8% | 7.0% | ||
| Q1 25 | 41.0% | 6.8% | ||
| Q4 24 | 36.4% | 8.7% | ||
| Q3 24 | 37.7% | 10.9% | ||
| Q2 24 | 37.3% | 11.5% |
营业利润率BANDRYAM
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 2.6% | ||
| Q3 25 | -1.0% | 2.8% | ||
| Q2 25 | -2.1% | -0.4% | ||
| Q1 25 | -2.7% | -4.2% | ||
| Q4 24 | -1.3% | 2.6% | ||
| Q3 24 | -0.5% | -4.2% | ||
| Q2 24 | -3.5% | 6.7% |
净利率BANDRYAM
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | -5.0% | ||
| Q3 25 | -0.6% | -1.3% | ||
| Q2 25 | -2.7% | -106.8% | ||
| Q1 25 | -2.1% | -9.0% | ||
| Q4 24 | — | -3.8% | ||
| Q3 24 | 0.2% | -8.1% | ||
| Q2 24 | 2.3% | 2.7% |
每股收益（稀释后）BANDRYAM
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $-0.33 | ||
| Q3 25 | $-0.04 | $-0.07 | ||
| Q2 25 | $-0.16 | $-5.44 | ||
| Q1 25 | $-0.13 | $-0.49 | ||
| Q4 24 | $0.27 | $-0.25 | ||
| Q3 24 | $0.01 | $-0.49 | ||
| Q2 24 | $-0.17 | $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 | $75.4M |
| 总债务越低越好 | — | $758.1M |
| 股东权益账面价值 | $405.7M | $316.6M |
| 总资产 | $984.2M | $1.8B |
| 负债/权益比越低杠杆越低 | — | 2.39× |
8季度趋势，按日历期对齐
现金及短期投资BANDRYAM
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $75.4M | ||
| Q3 25 | $80.4M | $77.0M | ||
| Q2 25 | $68.1M | $70.7M | ||
| Q1 25 | $41.7M | $129.9M | ||
| Q4 24 | $83.8M | $125.2M | ||
| Q3 24 | $79.9M | $136.1M | ||
| Q2 24 | $76.4M | $114.1M |
总债务BANDRYAM
| Q1 26 | — | — | ||
| Q4 25 | — | $758.1M | ||
| Q3 25 | — | $763.5M | ||
| Q2 25 | — | $720.4M | ||
| Q1 25 | — | $707.0M | ||
| Q4 24 | — | $706.4M | ||
| Q3 24 | — | $747.7M | ||
| Q2 24 | — | $752.8M |
股东权益BANDRYAM
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $316.6M | ||
| Q3 25 | $392.7M | $338.2M | ||
| Q2 25 | $384.5M | $342.3M | ||
| Q1 25 | $345.4M | $688.1M | ||
| Q4 24 | $312.5M | $713.9M | ||
| Q3 24 | $336.6M | $732.7M | ||
| Q2 24 | $307.4M | $755.1M |
总资产BANDRYAM
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $964.4M | $2.1B | ||
| Q4 24 | $989.2M | $2.1B | ||
| Q3 24 | $1.0B | $2.2B | ||
| Q2 24 | $1.0B | $2.2B |
负债/权益比BANDRYAM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.39× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 2.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 1.00× |
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 | — | $32.3M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流BANDRYAM
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $32.3M | ||
| Q3 25 | $22.2M | $-17.8M | ||
| Q2 25 | $31.7M | $-30.2M | ||
| Q1 25 | $-3.1M | $39.6M | ||
| Q4 24 | $36.5M | $54.9M | ||
| Q3 24 | $20.5M | $49.8M | ||
| Q2 24 | $24.4M | $87.6M |
自由现金流BANDRYAM
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BANDRYAM
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BANDRYAM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 49.55× | — | ||
| Q2 24 | 6.03× | 7.69× |
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
RYAM
| Cellulose Specialties | $249.6M | 60% |
| Other | $86.2M | 21% |
| Paperboard | $44.2M | 11% |
| High Yield Pulp | $28.3M | 7% |
| Biomaterials | $9.2M | 2% |
