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COPT DEFENSE PROPERTIES（CDP）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
COPT DEFENSE PROPERTIES的季度营收约是Ribbon Communications Inc.的1.2倍（$197.4M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 20.0%，领先34.8%），COPT DEFENSE PROPERTIES同比增速更快（7.6% vs -10.3%），过去两年COPT DEFENSE PROPERTIES的营收复合增速更高（1.1% vs -8.1%）
COPT Defense Properties是一家专业房地产投资信托基金，重点投资写字楼物业，资产主要布局于华盛顿大都会区的近郊区域，核心租户为美国政府及国防军工行业企业。截至2024年12月31日，公司旗下共持有164栋写字楼，总面积达1650万平方英尺，同时运营31个单租户数据中心，总面积590万平方英尺。
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。
CDP vs RBBN — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $197.4M | $162.6M |
| 净利润 | $39.4M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 19.9% | 37.6% |
| 净利率 | 20.0% | 54.8% |
| 营收同比 | 7.6% | -10.3% |
| 净利润同比 | 8.0% | — |
| 每股收益（稀释后） | $0.32 | $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
| Q1 26 | — | $162.6M | ||
| Q4 25 | $197.4M | $227.3M | ||
| Q3 25 | $188.8M | $215.4M | ||
| Q2 25 | $189.9M | $220.6M | ||
| Q1 25 | $187.9M | $181.3M | ||
| Q4 24 | $183.4M | $251.4M | ||
| Q3 24 | $189.2M | $210.2M | ||
| Q2 24 | $187.3M | $192.6M |
| Q1 26 | — | $89.1M | ||
| Q4 25 | $39.4M | — | ||
| Q3 25 | $43.7M | $-12.1M | ||
| Q2 25 | $40.2M | $-11.1M | ||
| Q1 25 | $36.2M | $-26.2M | ||
| Q4 24 | $36.5M | — | ||
| Q3 24 | $37.4M | $-13.4M | ||
| Q2 24 | $36.4M | $-16.8M |
| 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% |
| Q1 26 | — | 37.6% | ||
| Q4 25 | 19.9% | 4.1% | ||
| Q3 25 | 22.5% | 1.3% | ||
| Q2 25 | 21.0% | 1.9% | ||
| Q1 25 | 19.1% | -10.8% | ||
| Q4 24 | 19.7% | 13.2% | ||
| Q3 24 | 19.8% | -0.4% | ||
| Q2 24 | 19.4% | -1.0% |
| Q1 26 | — | 54.8% | ||
| Q4 25 | 20.0% | — | ||
| Q3 25 | 23.2% | -5.6% | ||
| Q2 25 | 21.1% | -5.0% | ||
| Q1 25 | 19.3% | -14.5% | ||
| Q4 24 | 19.9% | — | ||
| Q3 24 | 19.8% | -6.4% | ||
| Q2 24 | 19.4% | -8.7% |
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.32 | $0.50 | ||
| Q3 25 | $0.37 | $-0.07 | ||
| Q2 25 | $0.34 | $-0.06 | ||
| Q1 25 | $0.31 | $-0.15 | ||
| Q4 24 | $0.31 | $0.05 | ||
| Q3 24 | $0.32 | $-0.08 | ||
| Q2 24 | $0.31 | $-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 | $275.0M | $67.6M |
| 总债务越低越好 | $2.8B | — |
| 股东权益账面价值 | $1.5B | $419.1M |
| 总资产 | $4.7B | — |
| 负债/权益比越低杠杆越低 | 1.83× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $67.6M | ||
| Q4 25 | $275.0M | $96.4M | ||
| Q3 25 | $23.7M | $74.8M | ||
| Q2 25 | $21.3M | $60.5M | ||
| Q1 25 | $24.3M | $71.2M | ||
| Q4 24 | $38.3M | $87.8M | ||
| Q3 24 | $34.5M | $37.2M | ||
| Q2 24 | $100.4M | $64.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | $342.1M | ||
| Q3 25 | $2.4B | $344.3M | ||
| Q2 25 | $2.4B | $346.5M | ||
| Q1 25 | $2.4B | $347.4M | ||
| Q4 24 | $2.4B | $348.3M | ||
| Q3 24 | $2.4B | $349.1M | ||
| Q2 24 | $2.4B | $350.0M |
| Q1 26 | — | $419.1M | ||
| Q4 25 | $1.5B | $449.0M | ||
| Q3 25 | $1.5B | $360.1M | ||
| Q2 25 | $1.5B | $370.4M | ||
| Q1 25 | $1.5B | $381.8M | ||
| Q4 24 | $1.5B | $404.6M | ||
| Q3 24 | $1.5B | $395.5M | ||
| Q2 24 | $1.5B | $405.0M |
| Q1 26 | — | — | ||
| Q4 25 | $4.7B | $1.2B | ||
| Q3 25 | $4.4B | $1.1B | ||
| Q2 25 | $4.3B | $1.1B | ||
| Q1 25 | $4.3B | $1.1B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.2B | $1.1B | ||
| Q2 24 | $4.2B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 0.76× | ||
| Q3 25 | 1.62× | 0.96× | ||
| Q2 25 | 1.63× | 0.94× | ||
| Q1 25 | 1.62× | 0.91× | ||
| Q4 24 | 1.60× | 0.86× | ||
| Q3 24 | 1.61× | 0.88× | ||
| Q2 24 | 1.61× | 0.86× |
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 | $309.9M | — |
| 自由现金流经营现金流 - 资本支出 | $288.9M | — |
| 自由现金流率自由现金流/营收 | 146.4% | — |
| 资本支出强度资本支出/营收 | 10.7% | — |
| 现金转化率经营现金流/净利润 | 7.87× | — |
| 过去12个月自由现金流最近4个季度 | $501.5M | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $309.9M | $29.2M | ||
| Q3 25 | $68.6M | $26.5M | ||
| Q2 25 | $87.9M | $-795.0K | ||
| Q1 25 | $72.1M | $-3.5M | ||
| Q4 24 | $331.0M | $61.8M | ||
| Q3 24 | $65.1M | $-14.8M | ||
| Q2 24 | $93.8M | $-9.8M |
| Q1 26 | — | — | ||
| Q4 25 | $288.9M | $27.3M | ||
| Q3 25 | $62.9M | $21.0M | ||
| Q2 25 | $84.5M | $-6.5M | ||
| Q1 25 | $65.1M | $-15.7M | ||
| Q4 24 | $299.6M | $53.8M | ||
| Q3 24 | $61.0M | $-23.7M | ||
| Q2 24 | $88.4M | $-12.9M |
| Q1 26 | — | — | ||
| Q4 25 | 146.4% | 12.0% | ||
| Q3 25 | 33.3% | 9.7% | ||
| Q2 25 | 44.5% | -2.9% | ||
| Q1 25 | 34.7% | -8.7% | ||
| Q4 24 | 163.3% | 21.4% | ||
| Q3 24 | 32.3% | -11.3% | ||
| Q2 24 | 47.2% | -6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | 0.9% | ||
| Q3 25 | 3.0% | 2.6% | ||
| Q2 25 | 1.8% | 2.6% | ||
| Q1 25 | 3.7% | 6.7% | ||
| Q4 24 | 17.1% | 3.2% | ||
| Q3 24 | 2.1% | 4.2% | ||
| Q2 24 | 2.9% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 7.87× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | 1.99× | — | ||
| Q4 24 | 9.08× | — | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 2.58× | — |
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
CDP
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
