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Vita Coco Company, Inc.(COCO)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
Vita Coco Company, Inc.的季度营收约是Ribbon Communications Inc.的1.1倍($179.8M vs $162.6M),Ribbon Communications Inc.净利率更高(54.8% vs 17.0%,领先37.8%),Vita Coco Company, Inc.同比增速更快(37.3% vs -10.3%),过去两年Vita Coco Company, Inc.的营收复合增速更高(11.7% vs -8.1%)
唯他可可(Vita Coco)是美国知名饮料企业,主打椰子水产品,是全球椰子水及植物基饮品赛道的头部品牌。截至2016年业务已覆盖31个国家,属于共益企业,由All Market Inc.控股。
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。
COCO vs RBBN — 直观对比
营收规模更大
COCO
是对方的1.1倍
$162.6M
营收增速更快
COCO
高出47.6%
-10.3%
净利率更高
RBBN
高出37.8%
17.0%
两年增速更快
COCO
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $179.8M | $162.6M |
| 净利润 | $30.5M | $89.1M |
| 毛利率 | 39.9% | 42.9% |
| 营业利润率 | 18.7% | 37.6% |
| 净利率 | 17.0% | 54.8% |
| 营收同比 | 37.3% | -10.3% |
| 净利润同比 | 61.4% | — |
| 每股收益(稀释后) | $0.50 | $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
COCO
RBBN
| Q1 26 | $179.8M | $162.6M | ||
| Q4 25 | $127.8M | $227.3M | ||
| Q3 25 | $182.3M | $215.4M | ||
| Q2 25 | $168.8M | $220.6M | ||
| Q1 25 | $130.9M | $181.3M | ||
| Q4 24 | $127.3M | $251.4M | ||
| Q3 24 | $132.9M | $210.2M | ||
| Q2 24 | $144.1M | $192.6M |
净利润
COCO
RBBN
| Q1 26 | $30.5M | $89.1M | ||
| Q4 25 | $5.5M | — | ||
| Q3 25 | $24.0M | $-12.1M | ||
| Q2 25 | $22.9M | $-11.1M | ||
| Q1 25 | $18.9M | $-26.2M | ||
| Q4 24 | $3.4M | — | ||
| Q3 24 | $19.3M | $-13.4M | ||
| Q2 24 | $19.1M | $-16.8M |
毛利率
COCO
RBBN
| Q1 26 | 39.9% | 42.9% | ||
| Q4 25 | 34.9% | 53.3% | ||
| Q3 25 | 37.7% | 50.1% | ||
| Q2 25 | 36.3% | 49.6% | ||
| Q1 25 | 36.7% | 45.4% | ||
| Q4 24 | 32.5% | 55.7% | ||
| Q3 24 | 38.8% | 52.1% | ||
| Q2 24 | 40.8% | 50.8% |
营业利润率
COCO
RBBN
| Q1 26 | 18.7% | 37.6% | ||
| Q4 25 | 8.0% | 4.1% | ||
| Q3 25 | 15.3% | 1.3% | ||
| Q2 25 | 14.9% | 1.9% | ||
| Q1 25 | 14.7% | -10.8% | ||
| Q4 24 | 3.4% | 13.2% | ||
| Q3 24 | 15.5% | -0.4% | ||
| Q2 24 | 20.8% | -1.0% |
净利率
COCO
RBBN
| Q1 26 | 17.0% | 54.8% | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 13.2% | -5.6% | ||
| Q2 25 | 13.6% | -5.0% | ||
| Q1 25 | 14.4% | -14.5% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 14.5% | -6.4% | ||
| Q2 24 | 13.2% | -8.7% |
每股收益(稀释后)
COCO
RBBN
| Q1 26 | $0.50 | $0.50 | ||
| Q4 25 | $0.10 | $0.50 | ||
| Q3 25 | $0.40 | $-0.07 | ||
| Q2 25 | $0.38 | $-0.06 | ||
| Q1 25 | $0.31 | $-0.15 | ||
| Q4 24 | $0.06 | $0.05 | ||
| Q3 24 | $0.32 | $-0.08 | ||
| Q2 24 | $0.32 | $-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 | $201.9M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $352.2M | $419.1M |
| 总资产 | $488.3M | — |
| 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
COCO
RBBN
| Q1 26 | $201.9M | $67.6M | ||
| Q4 25 | $196.9M | $96.4M | ||
| Q3 25 | $203.7M | $74.8M | ||
| Q2 25 | $167.0M | $60.5M | ||
| Q1 25 | $153.6M | $71.2M | ||
| Q4 24 | $164.7M | $87.8M | ||
| Q3 24 | $156.7M | $37.2M | ||
| Q2 24 | $150.1M | $64.6M |
总债务
COCO
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
COCO
RBBN
| Q1 26 | $352.2M | $419.1M | ||
| Q4 25 | $331.5M | $449.0M | ||
| Q3 25 | $323.7M | $360.1M | ||
| Q2 25 | $296.9M | $370.4M | ||
| Q1 25 | $277.9M | $381.8M | ||
| Q4 24 | $258.8M | $404.6M | ||
| Q3 24 | $252.1M | $395.5M | ||
| Q2 24 | $232.0M | $405.0M |
总资产
COCO
RBBN
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $1.2B | ||
| Q3 25 | $461.3M | $1.1B | ||
| Q2 25 | $421.1M | $1.1B | ||
| Q1 25 | $384.0M | $1.1B | ||
| Q4 24 | $362.4M | $1.2B | ||
| Q3 24 | $353.1M | $1.1B | ||
| Q2 24 | $323.0M | $1.1B |
负债/权益比
COCO
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× |
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
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |