vs
Bandwidth Inc.（BAND）与WD 40 CO（WDFC）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WD 40 CO的1.4倍（$208.8M vs $154.4M），WD 40 CO净利率更高（11.3% vs 1.9%，领先9.4%），Bandwidth Inc.同比增速更快（20.1% vs 0.6%），WD 40 CO自由现金流更多（$9.1M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 5.4%）
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。
WD-40公司是全球知名的消费及工业维护用品生产商，核心产品为同名多功能防锈润滑剂，同时布局清洁剂、除油剂、特殊润滑产品等品类，业务覆盖全球170余个国家和地区，服务零售、工业、汽车后市场等多个领域。
BAND vs WDFC — 直观对比
营收规模更大
BAND
是对方的1.4倍
$154.4M
营收增速更快
BAND
高出19.5%
0.6%
净利率更高
WDFC
高出9.4%
1.9%
自由现金流更多
WDFC
多$10.1M
$-1.0M
两年增速更快
BAND
近两年复合增速
5.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $154.4M |
| 净利润 | $4.0M | $17.5M |
| 毛利率 | 37.3% | 56.2% |
| 营业利润率 | 60.5% | 15.1% |
| 净利率 | 1.9% | 11.3% |
| 营收同比 | 20.1% | 0.6% |
| 净利润同比 | 200.0% | -7.8% |
| 每股收益（稀释后） | $-0.08 | $1.28 |
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BANDWDFC
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $154.4M | ||
| Q3 25 | $191.9M | $163.5M | ||
| Q2 25 | $180.0M | $156.9M | ||
| Q1 25 | $174.2M | $146.1M | ||
| Q4 24 | $210.0M | $153.5M | ||
| Q3 24 | $193.9M | $156.0M | ||
| Q2 24 | $173.6M | $155.0M |
净利润BANDWDFC
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $17.5M | ||
| Q3 25 | $-1.2M | $21.2M | ||
| Q2 25 | $-4.9M | $21.0M | ||
| Q1 25 | $-3.7M | $29.9M | ||
| Q4 24 | — | $18.9M | ||
| Q3 24 | $413.0K | $16.8M | ||
| Q2 24 | $4.1M | $19.8M |
毛利率BANDWDFC
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 56.2% | ||
| Q3 25 | 38.5% | 54.7% | ||
| Q2 25 | 39.8% | 56.2% | ||
| Q1 25 | 41.0% | 54.6% | ||
| Q4 24 | 36.4% | 54.8% | ||
| Q3 24 | 37.7% | 54.1% | ||
| Q2 24 | 37.3% | 53.1% |
营业利润率BANDWDFC
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 15.1% | ||
| Q3 25 | -1.0% | 17.1% | ||
| Q2 25 | -2.1% | 17.4% | ||
| Q1 25 | -2.7% | 15.9% | ||
| Q4 24 | -1.3% | 16.4% | ||
| Q3 24 | -0.5% | 15.4% | ||
| Q2 24 | -3.5% | 17.5% |
净利率BANDWDFC
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 11.3% | ||
| Q3 25 | -0.6% | 13.0% | ||
| Q2 25 | -2.7% | 13.4% | ||
| Q1 25 | -2.1% | 20.4% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | 0.2% | 10.8% | ||
| Q2 24 | 2.3% | 12.8% |
每股收益（稀释后）BANDWDFC
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $1.28 | ||
| Q3 25 | $-0.04 | $1.57 | ||
| Q2 25 | $-0.16 | $1.54 | ||
| Q1 25 | $-0.13 | $2.19 | ||
| Q4 24 | $0.27 | $1.39 | ||
| Q3 24 | $0.01 | $1.23 | ||
| Q2 24 | $-0.17 | $1.46 |
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 | $48.6M |
| 总债务越低越好 | — | $85.7M |
| 股东权益账面价值 | $405.7M | $264.1M |
| 总资产 | $984.2M | $459.7M |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资BANDWDFC
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $48.6M | ||
| Q3 25 | $80.4M | $58.1M | ||
| Q2 25 | $68.1M | $51.7M | ||
| Q1 25 | $41.7M | $53.0M | ||
| Q4 24 | $83.8M | $54.9M | ||
| Q3 24 | $79.9M | $46.7M | ||
| Q2 24 | $76.4M | $45.3M |
总债务BANDWDFC
| Q1 26 | — | — | ||
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M |
股东权益BANDWDFC
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $264.1M | ||
| Q3 25 | $392.7M | $268.2M | ||
| Q2 25 | $384.5M | $257.1M | ||
| Q1 25 | $345.4M | $242.1M | ||
| Q4 24 | $312.5M | $226.3M | ||
| Q3 24 | $336.6M | $230.5M | ||
| Q2 24 | $307.4M | $222.2M |
总资产BANDWDFC
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $459.7M | ||
| Q3 25 | $1.0B | $475.8M | ||
| Q2 25 | $1.0B | $456.0M | ||
| Q1 25 | $964.4M | $458.3M | ||
| Q4 24 | $989.2M | $447.3M | ||
| Q3 24 | $1.0B | $449.0M | ||
| Q2 24 | $1.0B | $443.6M |
负债/权益比BANDWDFC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× |
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 | — | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $9.1M |
| 自由现金流率自由现金流/营收 | -0.5% | 5.9% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.57× |
| 过去12个月自由现金流最近4个季度 | — | $78.2M |
8季度趋势，按日历期对齐
经营现金流BANDWDFC
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $10.0M | ||
| Q3 25 | $22.2M | $29.9M | ||
| Q2 25 | $31.7M | $35.1M | ||
| Q1 25 | $-3.1M | $8.0M | ||
| Q4 24 | $36.5M | $14.9M | ||
| Q3 24 | $20.5M | $27.2M | ||
| Q2 24 | $24.4M | $19.9M |
自由现金流BANDWDFC
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $28.6M | ||
| Q2 25 | — | $34.0M | ||
| Q1 25 | — | $6.6M | ||
| Q4 24 | — | $14.2M | ||
| Q3 24 | — | $26.4M | ||
| Q2 24 | — | $18.7M |
自由现金流率BANDWDFC
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 17.5% | ||
| Q2 25 | — | 21.6% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 16.9% | ||
| Q2 24 | — | 12.0% |
资本支出强度BANDWDFC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.8% |
现金转化率BANDWDFC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.67× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | 49.55× | 1.62× | ||
| Q2 24 | 6.03× | 1.00× |
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
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
