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ChargePoint Holdings, Inc.(CHPT)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ChargePoint Holdings, Inc.的1.5倍($162.6M vs $105.7M),Ribbon Communications Inc.净利率更高(54.8% vs -49.7%,领先104.4%),ChargePoint Holdings, Inc.同比增速更快(6.1% vs -10.3%),过去两年ChargePoint Holdings, Inc.的营收复合增速更高(-4.5% vs -8.1%)
ChargePoint Holdings, Inc.是总部位于美国加利福尼亚州坎贝尔的电动汽车基础设施企业,运营着全球规模最大的独立所有电动汽车充电桩在线网络,站点覆盖14个国家,同时也自主研发生产相关充电技术设备。
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。
CHPT vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.5倍
$105.7M
营收增速更快
CHPT
高出16.4%
-10.3%
净利率更高
RBBN
高出104.4%
-49.7%
两年增速更快
CHPT
近两年复合增速
-8.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $105.7M | $162.6M |
| 净利润 | $-52.5M | $89.1M |
| 毛利率 | 30.7% | 42.9% |
| 营业利润率 | -42.0% | 37.6% |
| 净利率 | -49.7% | 54.8% |
| 营收同比 | 6.1% | -10.3% |
| 净利润同比 | 32.4% | — |
| 每股收益(稀释后) | $-2.23 | $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
CHPT
RBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $105.7M | $227.3M | ||
| Q3 25 | $98.6M | $215.4M | ||
| Q2 25 | $97.6M | $220.6M | ||
| Q1 25 | $101.9M | $181.3M | ||
| Q4 24 | $99.6M | $251.4M | ||
| Q3 24 | $108.5M | $210.2M | ||
| Q2 24 | $107.0M | $192.6M |
净利润
CHPT
RBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-52.5M | — | ||
| Q3 25 | $-66.2M | $-12.1M | ||
| Q2 25 | $-57.1M | $-11.1M | ||
| Q1 25 | $-58.8M | $-26.2M | ||
| Q4 24 | $-77.6M | — | ||
| Q3 24 | $-68.9M | $-13.4M | ||
| Q2 24 | $-71.8M | $-16.8M |
毛利率
CHPT
RBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 30.7% | 53.3% | ||
| Q3 25 | 31.2% | 50.1% | ||
| Q2 25 | 28.7% | 49.6% | ||
| Q1 25 | 28.2% | 45.4% | ||
| Q4 24 | 22.9% | 55.7% | ||
| Q3 24 | 23.6% | 52.1% | ||
| Q2 24 | 22.1% | 50.8% |
营业利润率
CHPT
RBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | -42.0% | 4.1% | ||
| Q3 25 | -59.8% | 1.3% | ||
| Q2 25 | -55.1% | 1.9% | ||
| Q1 25 | -53.9% | -10.8% | ||
| Q4 24 | -68.4% | 13.2% | ||
| Q3 24 | -57.8% | -0.4% | ||
| Q2 24 | -62.7% | -1.0% |
净利率
CHPT
RBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -49.7% | — | ||
| Q3 25 | -67.1% | -5.6% | ||
| Q2 25 | -58.5% | -5.0% | ||
| Q1 25 | -57.7% | -14.5% | ||
| Q4 24 | -77.9% | — | ||
| Q3 24 | -63.5% | -6.4% | ||
| Q2 24 | -67.1% | -8.7% |
每股收益(稀释后)
CHPT
RBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-2.23 | $0.50 | ||
| Q3 25 | $-2.85 | $-0.07 | ||
| Q2 25 | $-0.12 | $-0.06 | ||
| Q1 25 | $-5.83 | $-0.15 | ||
| Q4 24 | $-3.56 | $0.05 | ||
| Q3 24 | $-3.22 | $-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 | $180.5M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $38.4M | $419.1M |
| 总资产 | $848.0M | — |
| 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
CHPT
RBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $180.5M | $96.4M | ||
| Q3 25 | $194.1M | $74.8M | ||
| Q2 25 | $195.9M | $60.5M | ||
| Q1 25 | $224.6M | $71.2M | ||
| Q4 24 | $219.4M | $87.8M | ||
| Q3 24 | $243.3M | $37.2M | ||
| Q2 24 | $261.9M | $64.6M |
总债务
CHPT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益
CHPT
RBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $38.4M | $449.0M | ||
| Q3 25 | $70.7M | $360.1M | ||
| Q2 25 | $118.6M | $370.4M | ||
| Q1 25 | $137.5M | $381.8M | ||
| Q4 24 | $181.0M | $404.6M | ||
| Q3 24 | $230.9M | $395.5M | ||
| Q2 24 | $277.9M | $405.0M |
总资产
CHPT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $848.0M | $1.2B | ||
| Q3 25 | $870.3M | $1.1B | ||
| Q2 25 | $897.6M | $1.1B | ||
| Q1 25 | $898.2M | $1.1B | ||
| Q4 24 | $966.3M | $1.2B | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B |
负债/权益比
CHPT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 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 | $-22.5M | — |
| 自由现金流经营现金流 - 资本支出 | $-23.6M | — |
| 自由现金流率自由现金流/营收 | -22.3% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 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 | $-69.6M | — |
8季度趋势,按日历期对齐
经营现金流
CHPT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $-22.5M | $29.2M | ||
| Q3 25 | $-6.2M | $26.5M | ||
| Q2 25 | $-33.0M | $-795.0K | ||
| Q1 25 | $-2.7M | $-3.5M | ||
| Q4 24 | $-30.6M | $61.8M | ||
| Q3 24 | $-51.2M | $-14.8M | ||
| Q2 24 | $-62.5M | $-9.8M |
自由现金流
CHPT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $-23.6M | $27.3M | ||
| Q3 25 | $-7.5M | $21.0M | ||
| Q2 25 | $-34.0M | $-6.5M | ||
| Q1 25 | $-4.6M | $-15.7M | ||
| Q4 24 | $-33.4M | $53.8M | ||
| Q3 24 | $-55.0M | $-23.7M | ||
| Q2 24 | $-66.0M | $-12.9M |
自由现金流率
CHPT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | -22.3% | 12.0% | ||
| Q3 25 | -7.6% | 9.7% | ||
| Q2 25 | -34.9% | -2.9% | ||
| Q1 25 | -4.5% | -8.7% | ||
| Q4 24 | -33.5% | 21.4% | ||
| Q3 24 | -50.7% | -11.3% | ||
| Q2 24 | -61.7% | -6.7% |
资本支出强度
CHPT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 1.3% | 2.6% | ||
| Q2 25 | 1.1% | 2.6% | ||
| Q1 25 | 1.9% | 6.7% | ||
| Q4 24 | 2.8% | 3.2% | ||
| Q3 24 | 3.5% | 4.2% | ||
| Q2 24 | 3.2% | 1.6% |
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
CHPT
| Products | $56.4M | 53% |
| License And Service | $42.0M | 40% |
| Other | $7.3M | 7% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |