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Broadstone Net Lease, Inc.（BNL）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Broadstone Net Lease, Inc.的1.3倍（$162.6M vs $121.4M），Ribbon Communications Inc.净利率更高（54.8% vs 38.2%，领先16.6%），Broadstone Net Lease, Inc.同比增速更快（11.7% vs -10.3%），过去两年Broadstone Net Lease, Inc.的营收复合增速更高（7.1% vs -8.1%）
Broadstone Net Lease, Inc.是一家房地产投资信托公司，主要在美国市场收购、持有并管理单一租户商业地产资产组合，覆盖工业设施、医疗物业、零售门店、办公空间等核心板块，所有物业均与租户签订长期净租赁协议。
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。
BNL vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.3倍
$121.4M
营收增速更快
BNL
高出22.0%
-10.3%
净利率更高
RBBN
高出16.6%
38.2%
两年增速更快
BNL
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $121.4M | $162.6M |
| 净利润 | $46.4M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 52.2% | 37.6% |
| 净利率 | 38.2% | 54.8% |
| 营收同比 | 11.7% | -10.3% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.24 | $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BNLRBBN
| Q1 26 | $121.4M | $162.6M | ||
| Q4 25 | $118.3M | $227.3M | ||
| Q3 25 | $114.2M | $215.4M | ||
| Q2 25 | $113.0M | $220.6M | ||
| Q1 25 | $108.7M | $181.3M | ||
| Q4 24 | $112.1M | $251.4M | ||
| Q3 24 | $108.4M | $210.2M | ||
| Q2 24 | $105.9M | $192.6M |
净利润BNLRBBN
| Q1 26 | $46.4M | $89.1M | ||
| Q4 25 | $33.1M | — | ||
| Q3 25 | $26.5M | $-12.1M | ||
| Q2 25 | $20.2M | $-11.1M | ||
| Q1 25 | $16.7M | $-26.2M | ||
| Q4 24 | $26.4M | — | ||
| Q3 24 | $35.6M | $-13.4M | ||
| Q2 24 | $35.3M | $-16.8M |
毛利率BNLRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | — | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | — | 55.7% | ||
| Q3 24 | — | 52.1% | ||
| Q2 24 | — | 50.8% |
营业利润率BNLRBBN
| Q1 26 | 52.2% | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | -10.8% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | -0.4% | ||
| Q2 24 | — | -1.0% |
净利率BNLRBBN
| Q1 26 | 38.2% | 54.8% | ||
| Q4 25 | 28.0% | — | ||
| Q3 25 | 23.2% | -5.6% | ||
| Q2 25 | 17.8% | -5.0% | ||
| Q1 25 | 15.4% | -14.5% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 32.8% | -6.4% | ||
| Q2 24 | 33.4% | -8.7% |
每股收益（稀释后）BNLRBBN
| Q1 26 | $0.24 | $0.50 | ||
| Q4 25 | $0.17 | $0.50 | ||
| Q3 25 | $0.14 | $-0.07 | ||
| Q2 25 | $0.10 | $-0.06 | ||
| Q1 25 | $0.09 | $-0.15 | ||
| Q4 24 | $0.13 | $0.05 | ||
| Q3 24 | $0.19 | $-0.08 | ||
| Q2 24 | $0.19 | $-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 | $20.3M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.0B | $419.1M |
| 总资产 | $5.8B | — |
| 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BNLRBBN
| Q1 26 | $20.3M | $67.6M | ||
| Q4 25 | $30.5M | $96.4M | ||
| Q3 25 | $82.0M | $74.8M | ||
| Q2 25 | $20.8M | $60.5M | ||
| Q1 25 | $9.6M | $71.2M | ||
| Q4 24 | $14.8M | $87.8M | ||
| Q3 24 | $9.0M | $37.2M | ||
| Q2 24 | $18.3M | $64.6M |
总债务BNLRBBN
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $342.1M | ||
| Q3 25 | $2.4B | $344.3M | ||
| Q2 25 | $2.1B | $346.5M | ||
| Q1 25 | $2.0B | $347.4M | ||
| Q4 24 | $1.9B | $348.3M | ||
| Q3 24 | $2.0B | $349.1M | ||
| Q2 24 | $1.9B | $350.0M |
股东权益BNLRBBN
| Q1 26 | $3.0B | $419.1M | ||
| Q4 25 | $2.9B | $449.0M | ||
| Q3 25 | $2.9B | $360.1M | ||
| Q2 25 | $2.9B | $370.4M | ||
| Q1 25 | $2.9B | $381.8M | ||
| Q4 24 | $3.0B | $404.6M | ||
| Q3 24 | $3.0B | $395.5M | ||
| Q2 24 | $3.1B | $405.0M |
总资产BNLRBBN
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $1.2B | ||
| Q3 25 | $5.5B | $1.1B | ||
| Q2 25 | $5.3B | $1.1B | ||
| Q1 25 | $5.2B | $1.1B | ||
| Q4 24 | $5.2B | $1.2B | ||
| Q3 24 | $5.3B | $1.1B | ||
| Q2 24 | $5.3B | $1.1B |
负债/权益比BNLRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.76× | ||
| Q3 25 | 0.82× | 0.96× | ||
| Q2 25 | 0.73× | 0.94× | ||
| Q1 25 | 0.68× | 0.91× | ||
| Q4 24 | 0.64× | 0.86× | ||
| Q3 24 | 0.65× | 0.88× | ||
| Q2 24 | 0.62× | 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
BNL
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
