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COHEN & STEERS, INC.（CNS）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COHEN & STEERS, INC.的1.1倍（$162.6M vs $143.8M），Ribbon Communications Inc.净利率更高（54.8% vs 24.3%，领先30.5%），COHEN & STEERS, INC.同比增速更快（2.9% vs -10.3%），过去两年COHEN & STEERS, INC.的营收复合增速更高（8.3% vs -8.1%）
科恩斯蒂尔是一家美国投资管理企业，专注于通过房地产投资信托（REIT）开展不动产证券投资，同时布局优先证券相关的另类收益类投资业务，在全球不动产和另类收益投资领域拥有专业的运营经验。
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。
CNS vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.1倍
$143.8M
营收增速更快
CNS
高出13.2%
-10.3%
净利率更高
RBBN
高出30.5%
24.3%
两年增速更快
CNS
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.8M | $162.6M |
| 净利润 | $34.9M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 28.0% | 37.6% |
| 净利率 | 24.3% | 54.8% |
| 营收同比 | 2.9% | -10.3% |
| 净利润同比 | -23.9% | — |
| 每股收益（稀释后） | $0.67 | $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CNSRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $143.8M | $227.3M | ||
| Q3 25 | $141.7M | $215.4M | ||
| Q2 25 | $136.1M | $220.6M | ||
| Q1 25 | $134.5M | $181.3M | ||
| Q4 24 | $139.8M | $251.4M | ||
| Q3 24 | $133.2M | $210.2M | ||
| Q2 24 | $121.7M | $192.6M |
净利润CNSRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $34.9M | — | ||
| Q3 25 | $41.7M | $-12.1M | ||
| Q2 25 | $36.8M | $-11.1M | ||
| Q1 25 | $39.8M | $-26.2M | ||
| Q4 24 | $45.8M | — | ||
| Q3 24 | $39.7M | $-13.4M | ||
| Q2 24 | $31.8M | $-16.8M |
毛利率CNSRBBN
| 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CNSRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 28.0% | 4.1% | ||
| Q3 25 | 34.5% | 1.3% | ||
| Q2 25 | 31.8% | 1.9% | ||
| Q1 25 | 33.6% | -10.8% | ||
| Q4 24 | 35.3% | 13.2% | ||
| Q3 24 | 33.7% | -0.4% | ||
| Q2 24 | 31.5% | -1.0% |
净利率CNSRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 24.3% | — | ||
| Q3 25 | 29.4% | -5.6% | ||
| Q2 25 | 27.1% | -5.0% | ||
| Q1 25 | 29.6% | -14.5% | ||
| Q4 24 | 32.8% | — | ||
| Q3 24 | 29.8% | -6.4% | ||
| Q2 24 | 26.1% | -8.7% |
每股收益（稀释后）CNSRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.67 | $0.50 | ||
| Q3 25 | $0.81 | $-0.07 | ||
| Q2 25 | $0.72 | $-0.06 | ||
| Q1 25 | $0.77 | $-0.15 | ||
| Q4 24 | $0.89 | $0.05 | ||
| Q3 24 | $0.77 | $-0.08 | ||
| Q2 24 | $0.63 | $-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 | $145.5M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $562.0M | $419.1M |
| 总资产 | $876.7M | — |
| 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CNSRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $145.5M | $96.4M | ||
| Q3 25 | $98.1M | $74.8M | ||
| Q2 25 | $95.4M | $60.5M | ||
| Q1 25 | $65.2M | $71.2M | ||
| Q4 24 | $183.0M | $87.8M | ||
| Q3 24 | $106.5M | $37.2M | ||
| Q2 24 | $122.0M | $64.6M |
总债务CNSRBBN
| 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CNSRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $562.0M | $449.0M | ||
| Q3 25 | $550.3M | $360.1M | ||
| Q2 25 | $528.5M | $370.4M | ||
| Q1 25 | $507.7M | $381.8M | ||
| Q4 24 | $511.7M | $404.6M | ||
| Q3 24 | $491.0M | $395.5M | ||
| Q2 24 | $463.2M | $405.0M |
总资产CNSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $876.7M | $1.2B | ||
| Q3 25 | $801.6M | $1.1B | ||
| Q2 25 | $751.0M | $1.1B | ||
| Q1 25 | $834.9M | $1.1B | ||
| Q4 24 | $812.4M | $1.2B | ||
| Q3 24 | $727.8M | $1.1B | ||
| Q2 24 | $784.1M | $1.1B |
负债/权益比CNSRBBN
| 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 | $-120.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-126.4M | — |
| 自由现金流率自由现金流/营收 | -87.9% | — |
| 资本支出强度资本支出/营收 | 4.2% | — |
| 现金转化率经营现金流/净利润 | -3.45× | — |
| 过去12个月自由现金流最近4个季度 | $-253.6M | — |
8季度趋势，按日历期对齐
经营现金流CNSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-120.4M | $29.2M | ||
| Q3 25 | $55.1M | $26.5M | ||
| Q2 25 | $-67.6M | $-795.0K | ||
| Q1 25 | $-108.9M | $-3.5M | ||
| Q4 24 | $96.7M | $61.8M | ||
| Q3 24 | $25.6M | $-14.8M | ||
| Q2 24 | $31.4M | $-9.8M |
自由现金流CNSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-126.4M | $27.3M | ||
| Q3 25 | $52.6M | $21.0M | ||
| Q2 25 | $-69.8M | $-6.5M | ||
| Q1 25 | $-110.0M | $-15.7M | ||
| Q4 24 | $85.0M | $53.8M | ||
| Q3 24 | $24.2M | $-23.7M | ||
| Q2 24 | $27.1M | $-12.9M |
自由现金流率CNSRBBN
| Q1 26 | — | — | ||
| Q4 25 | -87.9% | 12.0% | ||
| Q3 25 | 37.1% | 9.7% | ||
| Q2 25 | -51.3% | -2.9% | ||
| Q1 25 | -81.8% | -8.7% | ||
| Q4 24 | 60.8% | 21.4% | ||
| Q3 24 | 18.2% | -11.3% | ||
| Q2 24 | 22.3% | -6.7% |
资本支出强度CNSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | 0.9% | ||
| Q3 25 | 1.8% | 2.6% | ||
| Q2 25 | 1.6% | 2.6% | ||
| Q1 25 | 0.8% | 6.7% | ||
| Q4 24 | 8.3% | 3.2% | ||
| Q3 24 | 1.1% | 4.2% | ||
| Q2 24 | 3.5% | 1.6% |
现金转化率CNSRBBN
| Q1 26 | — | — | ||
| Q4 25 | -3.45× | — | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | -1.84× | — | ||
| Q1 25 | -2.74× | — | ||
| Q4 24 | 2.11× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.99× | — |
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
CNS
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
