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CIENA CORP(CIEN)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
CIENA CORP的季度营收约是Reddit, Inc.的1.8倍($1.2B vs $663.0M),Reddit, Inc.净利率更高(30.8% vs 4.1%,领先26.6%),Reddit, Inc.自由现金流更多($311.0M vs $134.6M),过去两年Reddit, Inc.的营收复合增速更高(53.6% vs 3.9%)
Ciena是总部位于美国马里兰州汉诺威的光网络系统及软件提供商,是光连接领域的核心参与者。截至2025年11月,公司营收达48亿美元,全球员工超9000人,由加里·史密斯担任总裁兼首席执行官。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
CIEN vs RDDT — 直观对比
营收规模更大
CIEN
是对方的1.8倍
$663.0M
净利率更高
RDDT
高出26.6%
4.1%
自由现金流更多
RDDT
多$176.4M
$134.6M
两年增速更快
RDDT
近两年复合增速
3.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $663.0M |
| 净利润 | $50.3M | $204.0M |
| 毛利率 | 41.3% | 100.0% |
| 营业利润率 | 6.0% | 0.0% |
| 净利率 | 4.1% | 30.8% |
| 营收同比 | — | 69.0% |
| 净利润同比 | — | 680.0% |
| 每股收益(稀释后) | $0.35 | $1.01 |
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
CIEN
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | — | $725.6M | ||
| Q3 25 | $1.2B | $584.9M | ||
| Q2 25 | $1.1B | $499.6M | ||
| Q1 25 | $1.1B | $392.4M | ||
| Q4 24 | $1.1B | $427.7M | ||
| Q3 24 | $942.3M | $348.4M | ||
| Q2 24 | $910.8M | $281.2M |
净利润
CIEN
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | — | $251.6M | ||
| Q3 25 | $50.3M | $162.7M | ||
| Q2 25 | $9.0M | $89.3M | ||
| Q1 25 | $44.6M | $26.2M | ||
| Q4 24 | $37.0M | $71.0M | ||
| Q3 24 | $14.2M | $29.9M | ||
| Q2 24 | $-16.8M | $-10.1M |
毛利率
CIEN
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | 41.3% | 91.0% | ||
| Q2 25 | 40.2% | 90.8% | ||
| Q1 25 | 44.0% | 90.5% | ||
| Q4 24 | 40.9% | 92.6% | ||
| Q3 24 | 42.9% | 90.1% | ||
| Q2 24 | 42.7% | 89.5% |
营业利润率
CIEN
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | — | 31.9% | ||
| Q3 25 | 6.0% | 23.7% | ||
| Q2 25 | 2.9% | 13.6% | ||
| Q1 25 | 7.5% | 1.0% | ||
| Q4 24 | 5.3% | 12.4% | ||
| Q3 24 | 2.8% | 2.0% | ||
| Q2 24 | -0.4% | -11.0% |
净利率
CIEN
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 34.7% | ||
| Q3 25 | 4.1% | 27.8% | ||
| Q2 25 | 0.8% | 17.9% | ||
| Q1 25 | 4.2% | 6.7% | ||
| Q4 24 | 3.3% | 16.6% | ||
| Q3 24 | 1.5% | 8.6% | ||
| Q2 24 | -1.8% | -3.6% |
每股收益(稀释后)
CIEN
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | — | $1.24 | ||
| Q3 25 | $0.35 | $0.80 | ||
| Q2 25 | $0.06 | $0.45 | ||
| Q1 25 | $0.31 | $0.13 | ||
| Q4 24 | $0.26 | $4.76 | ||
| Q3 24 | $0.10 | $0.16 | ||
| Q2 24 | $-0.12 | $-0.06 |
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 | $1.3B | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $3.2B |
| 总资产 | $5.7B | $3.5B |
| 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
CIEN
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $953.6M | ||
| Q3 25 | $1.3B | $911.7M | ||
| Q2 25 | $1.3B | $734.1M | ||
| Q1 25 | $1.2B | $635.7M | ||
| Q4 24 | $1.3B | $562.1M | ||
| Q3 24 | $1.1B | $515.9M | ||
| Q2 24 | $1.3B | $468.0M |
股东权益
CIEN
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | $2.8B | $2.6B | ||
| Q2 25 | $2.8B | $2.4B | ||
| Q1 25 | $2.8B | $2.2B | ||
| Q4 24 | $2.8B | $2.1B | ||
| Q3 24 | $2.9B | $2.0B | ||
| Q2 24 | $2.9B | $1.9B |
总资产
CIEN
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | $5.7B | $2.9B | ||
| Q2 25 | $5.7B | $2.6B | ||
| Q1 25 | $5.6B | $2.4B | ||
| Q4 24 | $5.6B | $2.3B | ||
| Q3 24 | $5.6B | $2.2B | ||
| Q2 24 | $5.6B | $2.1B |
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 | $174.3M | — |
| 自由现金流经营现金流 - 资本支出 | $134.6M | $311.0M |
| 自由现金流率自由现金流/营收 | 11.0% | 46.9% |
| 资本支出强度资本支出/营收 | 3.3% | — |
| 现金转化率经营现金流/净利润 | 3.47× | — |
| 过去12个月自由现金流最近4个季度 | $605.5M | $868.6M |
8季度趋势,按日历期对齐
经营现金流
CIEN
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | $266.8M | ||
| Q3 25 | $174.3M | $185.2M | ||
| Q2 25 | $156.9M | $111.3M | ||
| Q1 25 | $103.7M | $127.6M | ||
| Q4 24 | $349.4M | $90.0M | ||
| Q3 24 | $-159.4M | $71.6M | ||
| Q2 24 | $58.5M | $28.4M |
自由现金流
CIEN
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | — | $263.6M | ||
| Q3 25 | $134.6M | $183.1M | ||
| Q2 25 | $128.2M | $110.8M | ||
| Q1 25 | $76.8M | $126.6M | ||
| Q4 24 | $265.8M | $89.2M | ||
| Q3 24 | $-179.0M | $70.3M | ||
| Q2 24 | $41.6M | $27.2M |
自由现金流率
CIEN
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | — | 36.3% | ||
| Q3 25 | 11.0% | 31.3% | ||
| Q2 25 | 11.4% | 22.2% | ||
| Q1 25 | 7.2% | 32.3% | ||
| Q4 24 | 23.6% | 20.8% | ||
| Q3 24 | -19.0% | 20.2% | ||
| Q2 24 | 4.6% | 9.7% |
资本支出强度
CIEN
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | 3.3% | 0.4% | ||
| Q2 25 | 2.6% | 0.1% | ||
| Q1 25 | 2.5% | 0.2% | ||
| Q4 24 | 7.4% | 0.2% | ||
| Q3 24 | 2.1% | 0.4% | ||
| Q2 24 | 1.9% | 0.4% |
现金转化率
CIEN
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | 3.47× | 1.14× | ||
| Q2 25 | 17.50× | 1.25× | ||
| Q1 25 | 2.33× | 4.88× | ||
| Q4 24 | 9.44× | 1.27× | ||
| Q3 24 | -11.20× | 2.40× | ||
| Q2 24 | — | — |
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
CIEN
| Optical Networking | $815.5M | 67% |
| Routing And Switching | $125.9M | 10% |
| Platform Softwareand Services Segment | $90.0M | 7% |
| Maintenance Support And Training | $80.7M | 7% |
| Installation And Deployment | $65.9M | 5% |
| Blue Planet Automation Softwareand Services Segment | $27.8M | 2% |
| Consulting And Network Design | $13.6M | 1% |
RDDT
暂无分部数据