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BRANDYWINE REALTY TRUST(BDN)与Ribbon Communications Inc.(RBBN)财务数据对比。点击上方公司名可切换其他公司
Ribbon Communications Inc.的季度营收约是BRANDYWINE REALTY TRUST的1.3倍($162.6M vs $127.0M),Ribbon Communications Inc.净利率更高(54.8% vs -38.4%,领先93.2%),BRANDYWINE REALTY TRUST同比增速更快(4.5% vs -10.3%),过去两年BRANDYWINE REALTY TRUST的营收复合增速更高(0.7% vs -8.1%)
白兰地房地产信托是一家总部位于费城的房地产投资信托基金(REIT),核心投资方向为费城、华盛顿特区以及德克萨斯州奥斯汀的写字楼物业,是美国聚焦核心都市商务地产的专业REIT运营商。
睿宾通信公司(Ribbon Communications Inc.)主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立,总部位于美国得克萨斯州普莱诺,是一家上市科技企业。
BDN vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.3倍
$127.0M
营收增速更快
BDN
高出14.8%
-10.3%
净利率更高
RBBN
高出93.2%
-38.4%
两年增速更快
BDN
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $127.0M | $162.6M |
| 净利润 | $-48.8M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 1.2% | 37.6% |
| 净利率 | -38.4% | 54.8% |
| 营收同比 | 4.5% | -10.3% |
| 净利润同比 | -80.4% | — |
| 每股收益(稀释后) | $-0.28 | $0.50 |
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
BDN
RBBN
| Q1 26 | $127.0M | $162.6M | ||
| Q4 25 | $121.0M | $227.3M | ||
| Q3 25 | $121.4M | $215.4M | ||
| Q2 25 | $120.6M | $220.6M | ||
| Q1 25 | $121.5M | $181.3M | ||
| Q4 24 | $121.9M | $251.4M | ||
| Q3 24 | $131.8M | $210.2M | ||
| Q2 24 | $125.3M | $192.6M |
净利润
BDN
RBBN
| Q1 26 | $-48.8M | $89.1M | ||
| Q4 25 | $-36.7M | — | ||
| Q3 25 | $-25.9M | $-12.1M | ||
| Q2 25 | $-88.7M | $-11.1M | ||
| Q1 25 | $-27.0M | $-26.2M | ||
| Q4 24 | $-44.5M | — | ||
| Q3 24 | $-165.2M | $-13.4M | ||
| Q2 24 | $30.2M | $-16.8M |
毛利率
BDN
RBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 61.3% | 53.3% | ||
| Q3 25 | 62.6% | 50.1% | ||
| Q2 25 | 62.4% | 49.6% | ||
| Q1 25 | 60.8% | 45.4% | ||
| Q4 24 | 61.2% | 55.7% | ||
| Q3 24 | 64.9% | 52.1% | ||
| Q2 24 | 63.1% | 50.8% |
营业利润率
BDN
RBBN
| Q1 26 | 1.2% | 37.6% | ||
| Q4 25 | 22.8% | 4.1% | ||
| Q3 25 | 20.8% | 1.3% | ||
| Q2 25 | -34.3% | 1.9% | ||
| Q1 25 | 12.5% | -10.8% | ||
| Q4 24 | 18.0% | 13.2% | ||
| Q3 24 | -7.2% | -0.4% | ||
| Q2 24 | 15.5% | -1.0% |
净利率
BDN
RBBN
| Q1 26 | -38.4% | 54.8% | ||
| Q4 25 | -30.3% | — | ||
| Q3 25 | -21.3% | -5.6% | ||
| Q2 25 | -73.5% | -5.0% | ||
| Q1 25 | -22.2% | -14.5% | ||
| Q4 24 | -36.5% | — | ||
| Q3 24 | -125.4% | -6.4% | ||
| Q2 24 | 24.1% | -8.7% |
每股收益(稀释后)
BDN
RBBN
| Q1 26 | $-0.28 | $0.50 | ||
| Q4 25 | $-0.21 | $0.50 | ||
| Q3 25 | $-0.15 | $-0.07 | ||
| Q2 25 | $-0.51 | $-0.06 | ||
| Q1 25 | $-0.16 | $-0.15 | ||
| Q4 24 | $-0.25 | $0.05 | ||
| Q3 24 | $-0.96 | $-0.08 | ||
| Q2 24 | $0.17 | $-0.10 |
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 | $36.2M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $419.1M |
| 总资产 | $3.6B | — |
| 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
BDN
RBBN
| Q1 26 | $36.2M | $67.6M | ||
| Q4 25 | $32.3M | $96.4M | ||
| Q3 25 | $75.5M | $74.8M | ||
| Q2 25 | $122.6M | $60.5M | ||
| Q1 25 | $29.4M | $71.2M | ||
| Q4 24 | $90.2M | $87.8M | ||
| Q3 24 | $36.5M | $37.2M | ||
| Q2 24 | $30.4M | $64.6M |
总债务
BDN
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $342.1M | ||
| Q3 25 | $2.3B | $344.3M | ||
| Q2 25 | $2.3B | $346.5M | ||
| Q1 25 | $2.2B | $347.4M | ||
| Q4 24 | $2.2B | $348.3M | ||
| Q3 24 | $2.3B | $349.1M | ||
| Q2 24 | $2.2B | $350.0M |
股东权益
BDN
RBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $792.7M | $449.0M | ||
| Q3 25 | $841.5M | $360.1M | ||
| Q2 25 | $879.8M | $370.4M | ||
| Q1 25 | $993.6M | $381.8M | ||
| Q4 24 | $1.0B | $404.6M | ||
| Q3 24 | $1.1B | $395.5M | ||
| Q2 24 | $1.3B | $405.0M |
总资产
BDN
RBBN
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $1.2B | ||
| Q3 25 | $3.3B | $1.1B | ||
| Q2 25 | $3.4B | $1.1B | ||
| Q1 25 | $3.4B | $1.1B | ||
| Q4 24 | $3.5B | $1.2B | ||
| Q3 24 | $3.6B | $1.1B | ||
| Q2 24 | $3.8B | $1.1B |
负债/权益比
BDN
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.23× | 0.76× | ||
| Q3 25 | 2.70× | 0.96× | ||
| Q2 25 | 2.63× | 0.94× | ||
| Q1 25 | 2.23× | 0.91× | ||
| Q4 24 | 2.13× | 0.86× | ||
| Q3 24 | 2.06× | 0.88× | ||
| Q2 24 | 1.73× | 0.86× |
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
BDN
| Rents | $120.7M | 95% |
| Third party management fees, labor reimbursement and leasing | $4.7M | 4% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |