vs
CIENA CORP（CIEN）与DNA X, Inc.（SONM）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DNA X, Inc.的75.2倍（$1.2B vs $16.2M）。CIENA CORP净利率更高（4.1% vs -29.3%，领先33.4%）。过去两年DNA X, Inc.的营收复合增速更高（9.9% 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。
CIEN vs SONM — 直观对比
营收规模更大
CIEN
是对方的75.2倍
$16.2M
净利率更高
CIEN
高出33.4%
-29.3%
两年增速更快
SONM
近两年复合增速
3.9%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $16.2M |
| 净利润 | $50.3M | $-4.8M |
| 毛利率 | 41.3% | 11.2% |
| 营业利润率 | 6.0% | -24.5% |
| 净利率 | 4.1% | -29.3% |
| 营收同比 | — | 7.9% |
| 净利润同比 | — | -89.2% |
| 每股收益（稀释后） | $0.35 | $-4.83 |
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CIENSONM
| Q3 25 | $1.2B | $16.2M | ||
| Q2 25 | $1.1B | $11.2M | ||
| Q1 25 | $1.1B | $16.7M | ||
| Q4 24 | $1.1B | $15.3M | ||
| Q3 24 | $942.3M | $15.0M | ||
| Q2 24 | $910.8M | $11.5M | ||
| Q1 24 | $1.0B | $9.1M | ||
| Q4 23 | $1.1B | $13.4M |
净利润CIENSONM
| Q3 25 | $50.3M | $-4.8M | ||
| Q2 25 | $9.0M | $-7.5M | ||
| Q1 25 | $44.6M | $458.0K | ||
| Q4 24 | $37.0M | $-21.6M | ||
| Q3 24 | $14.2M | $-2.5M | ||
| Q2 24 | $-16.8M | $-6.6M | ||
| Q1 24 | $49.5M | $-2.9M | ||
| Q4 23 | $91.2M | $-1.4M |
毛利率CIENSONM
| Q3 25 | 41.3% | 11.2% | ||
| Q2 25 | 40.2% | 7.6% | ||
| Q1 25 | 44.0% | 50.0% | ||
| Q4 24 | 40.9% | -1.2% | ||
| Q3 24 | 42.9% | 28.2% | ||
| Q2 24 | 42.7% | 25.8% | ||
| Q1 24 | 45.0% | 31.8% | ||
| Q4 23 | 43.1% | 38.1% |
营业利润率CIENSONM
| Q3 25 | 6.0% | -24.5% | ||
| Q2 25 | 2.9% | -60.2% | ||
| Q1 25 | 7.5% | 3.9% | ||
| Q4 24 | 5.3% | 55.3% | ||
| Q3 24 | 2.8% | -15.8% | ||
| Q2 24 | -0.4% | -56.2% | ||
| Q1 24 | 8.2% | -29.5% | ||
| Q4 23 | 8.1% | -9.3% |
净利率CIENSONM
| Q3 25 | 4.1% | -29.3% | ||
| Q2 25 | 0.8% | -66.8% | ||
| Q1 25 | 4.2% | 2.7% | ||
| Q4 24 | 3.3% | -141.6% | ||
| Q3 24 | 1.5% | -16.7% | ||
| Q2 24 | -1.8% | -57.5% | ||
| Q1 24 | 4.8% | -31.9% | ||
| Q4 23 | 8.1% | -10.1% |
每股收益（稀释后）CIENSONM
| Q3 25 | $0.35 | $-4.83 | ||
| Q2 25 | $0.06 | $-0.79 | ||
| Q1 25 | $0.31 | $0.08 | ||
| Q4 24 | $0.26 | $-116.99 | ||
| Q3 24 | $0.10 | $-9.32 | ||
| Q2 24 | $-0.12 | $-1.41 | ||
| Q1 24 | $0.34 | $-0.65 | ||
| Q4 23 | $0.62 | $-0.26 |
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 | $2.1M |
| 总债务越低越好 | — | $5.1M |
| 股东权益账面价值 | $2.8B | $-701.0K |
| 总资产 | $5.7B | $40.2M |
| 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CIENSONM
| Q3 25 | $1.3B | $2.1M | ||
| Q2 25 | $1.3B | $2.0M | ||
| Q1 25 | $1.2B | $2.1M | ||
| Q4 24 | $1.3B | $5.3M | ||
| Q3 24 | $1.1B | $9.1M | ||
| Q2 24 | $1.3B | $9.6M | ||
| Q1 24 | $1.4B | $9.3M | ||
| Q4 23 | $1.1B | $9.4M |
总债务CIENSONM
| Q3 25 | — | $5.1M | ||
| Q2 25 | — | $2.9M | ||
| Q1 25 | — | $2.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
股东权益CIENSONM
| Q3 25 | $2.8B | $-701.0K | ||
| Q2 25 | $2.8B | $-1.3M | ||
| Q1 25 | $2.8B | $-1.1M | ||
| Q4 24 | $2.8B | $-5.7M | ||
| Q3 24 | $2.9B | $15.3M | ||
| Q2 24 | $2.9B | $17.5M | ||
| Q1 24 | $2.9B | $19.8M | ||
| Q4 23 | $2.8B | $22.4M |
总资产CIENSONM
| Q3 25 | $5.7B | $40.2M | ||
| Q2 25 | $5.7B | $36.1M | ||
| Q1 25 | $5.6B | $36.0M | ||
| Q4 24 | $5.6B | $39.7M | ||
| Q3 24 | $5.6B | $49.1M | ||
| Q2 24 | $5.6B | $45.9M | ||
| Q1 24 | $5.6B | $42.4M | ||
| Q4 23 | $5.6B | $56.0M |
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 | $-7.0M |
| 自由现金流经营现金流 - 资本支出 | $134.6M | — |
| 自由现金流率自由现金流/营收 | 11.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流CIENSONM
| Q3 25 | $174.3M | $-7.0M | ||
| Q2 25 | $156.9M | $-4.9M | ||
| Q1 25 | $103.7M | $-9.6M | ||
| Q4 24 | $349.4M | $-4.5M | ||
| Q3 24 | $-159.4M | $-417.0K | ||
| Q2 24 | $58.5M | $-3.4M | ||
| Q1 24 | $266.1M | $-168.0K | ||
| Q4 23 | $195.5M | $-351.0K |
自由现金流CIENSONM
| Q3 25 | $134.6M | — | ||
| Q2 25 | $128.2M | — | ||
| Q1 25 | $76.8M | — | ||
| Q4 24 | $265.8M | $-4.5M | ||
| Q3 24 | $-179.0M | $-554.0K | ||
| Q2 24 | $41.6M | $-3.4M | ||
| Q1 24 | $249.5M | $-198.0K | ||
| Q4 23 | $172.7M | — |
自由现金流率CIENSONM
| Q3 25 | 11.0% | — | ||
| Q2 25 | 11.4% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 23.6% | -29.6% | ||
| Q3 24 | -19.0% | -3.7% | ||
| Q2 24 | 4.6% | -29.8% | ||
| Q1 24 | 24.0% | -2.2% | ||
| Q4 23 | 15.3% | — |
资本支出强度CIENSONM
| Q3 25 | 3.3% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 7.4% | 0.1% | ||
| Q3 24 | 2.1% | 0.9% | ||
| Q2 24 | 1.9% | 0.3% | ||
| Q1 24 | 1.6% | 0.3% | ||
| Q4 23 | 2.0% | — |
现金转化率CIENSONM
| Q3 25 | 3.47× | — | ||
| Q2 25 | 17.50× | — | ||
| Q1 25 | 2.33× | -20.97× | ||
| Q4 24 | 9.44× | — | ||
| Q3 24 | -11.20× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 5.37× | — | ||
| Q4 23 | 2.14× | — |
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% |
SONM
暂无分部数据
