vs
Torrid Holdings Inc.（CURV）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
Torrid Holdings Inc.的季度营收约是Ribbon Communications Inc.的1.4倍（$235.2M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs -2.7%，领先57.5%），Ribbon Communications Inc.同比增速更快（-10.3% vs -10.8%），过去两年Ribbon Communications Inc.的营收复合增速更高（-8.1% vs -10.5%）
Torrid Holdings Inc.是美国主营大码女装的零售连锁品牌，原隶属于Hot Topic，目前归Sycamore Partners所有，2015年拆分成为独立公司。品牌专为10至30码的女性提供服饰及配饰产品，2001年4月在加利福尼亚州布瑞亚购物中心开出首店，截至2024年，已在美国各州及部分其他区域开设超过650家门店。
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。
CURV vs RBBN — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $235.2M | $162.6M |
| 净利润 | $-6.4M | $89.1M |
| 毛利率 | 34.9% | 42.9% |
| 营业利润率 | 0.1% | 37.6% |
| 净利率 | -2.7% | 54.8% |
| 营收同比 | -10.8% | -10.3% |
| 净利润同比 | -438.2% | — |
| 每股收益（稀释后） | $-0.06 | $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
| Q1 26 | — | $162.6M | ||
| Q4 25 | $235.2M | $227.3M | ||
| Q3 25 | $262.8M | $215.4M | ||
| Q2 25 | $266.0M | $220.6M | ||
| Q1 25 | $275.6M | $181.3M | ||
| Q4 24 | $263.8M | $251.4M | ||
| Q3 24 | $284.6M | $210.2M | ||
| Q2 24 | $279.8M | $192.6M |
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-6.4M | — | ||
| Q3 25 | $1.6M | $-12.1M | ||
| Q2 25 | $5.9M | $-11.1M | ||
| Q1 25 | $-3.0M | $-26.2M | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $8.3M | $-13.4M | ||
| Q2 24 | $12.2M | $-16.8M |
| Q1 26 | — | 42.9% | ||
| Q4 25 | 34.9% | 53.3% | ||
| Q3 25 | 35.6% | 50.1% | ||
| Q2 25 | 38.1% | 49.6% | ||
| Q1 25 | 33.6% | 45.4% | ||
| Q4 24 | 36.1% | 55.7% | ||
| Q3 24 | 38.7% | 52.1% | ||
| Q2 24 | 41.3% | 50.8% |
| Q1 26 | — | 37.6% | ||
| Q4 25 | 0.1% | 4.1% | ||
| Q3 25 | 3.9% | 1.3% | ||
| Q2 25 | 6.0% | 1.9% | ||
| Q1 25 | 1.3% | -10.8% | ||
| Q4 24 | 2.7% | 13.2% | ||
| Q3 24 | 7.2% | -0.4% | ||
| Q2 24 | 9.3% | -1.0% |
| Q1 26 | — | 54.8% | ||
| Q4 25 | -2.7% | — | ||
| Q3 25 | 0.6% | -5.6% | ||
| Q2 25 | 2.2% | -5.0% | ||
| Q1 25 | -1.1% | -14.5% | ||
| Q4 24 | -0.5% | — | ||
| Q3 24 | 2.9% | -6.4% | ||
| Q2 24 | 4.4% | -8.7% |
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.06 | $0.50 | ||
| Q3 25 | $0.02 | $-0.07 | ||
| Q2 25 | $0.06 | $-0.06 | ||
| Q1 25 | $-0.04 | $-0.15 | ||
| Q4 24 | $-0.01 | $0.05 | ||
| Q3 24 | $0.08 | $-0.08 | ||
| Q2 24 | $0.12 | $-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 | $17.2M | $67.6M |
| 总债务越低越好 | $276.4M | — |
| 股东权益账面价值 | $-206.5M | $419.1M |
| 总资产 | $402.9M | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $67.6M | ||
| Q4 25 | $17.2M | $96.4M | ||
| Q3 25 | $21.5M | $74.8M | ||
| Q2 25 | $23.7M | $60.5M | ||
| Q1 25 | $48.5M | $71.2M | ||
| Q4 24 | $44.0M | $87.8M | ||
| Q3 24 | $53.9M | $37.2M | ||
| Q2 24 | $20.5M | $64.6M |
| Q1 26 | — | — | ||
| Q4 25 | $276.4M | $342.1M | ||
| Q3 25 | $280.5M | $344.3M | ||
| Q2 25 | $284.5M | $346.5M | ||
| Q1 25 | $288.6M | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
| Q1 26 | — | $419.1M | ||
| Q4 25 | $-206.5M | $449.0M | ||
| Q3 25 | $-201.1M | $360.1M | ||
| Q2 25 | $-183.8M | $370.4M | ||
| Q1 25 | $-191.1M | $381.8M | ||
| Q4 24 | $-189.3M | $404.6M | ||
| Q3 24 | $-188.9M | $395.5M | ||
| Q2 24 | $-198.6M | $405.0M |
| Q1 26 | — | — | ||
| Q4 25 | $402.9M | $1.2B | ||
| Q3 25 | $414.5M | $1.1B | ||
| Q2 25 | $451.4M | $1.1B | ||
| Q1 25 | $488.4M | $1.1B | ||
| Q4 24 | $493.0M | $1.2B | ||
| Q3 24 | $487.5M | $1.1B | ||
| Q2 24 | $479.7M | $1.1B |
| 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 | $-4.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-6.6M | — |
| 自由现金流率自由现金流/营收 | -2.8% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 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 | $-2.3M | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $-4.9M | $29.2M | ||
| Q3 25 | $15.7M | $26.5M | ||
| Q2 25 | $-18.0M | $-795.0K | ||
| Q1 25 | $12.0M | $-3.5M | ||
| Q4 24 | $-3.1M | $61.8M | ||
| Q3 24 | $40.8M | $-14.8M | ||
| Q2 24 | $27.6M | $-9.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $27.3M | ||
| Q3 25 | $14.6M | $21.0M | ||
| Q2 25 | $-20.6M | $-6.5M | ||
| Q1 25 | $10.2M | $-15.7M | ||
| Q4 24 | $-5.5M | $53.8M | ||
| Q3 24 | $37.7M | $-23.7M | ||
| Q2 24 | $20.6M | $-12.9M |
| Q1 26 | — | — | ||
| Q4 25 | -2.8% | 12.0% | ||
| Q3 25 | 5.6% | 9.7% | ||
| Q2 25 | -7.7% | -2.9% | ||
| Q1 25 | 3.7% | -8.7% | ||
| Q4 24 | -2.1% | 21.4% | ||
| Q3 24 | 13.2% | -11.3% | ||
| Q2 24 | 7.4% | -6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 0.9% | ||
| Q3 25 | 0.4% | 2.6% | ||
| Q2 25 | 1.0% | 2.6% | ||
| Q1 25 | 0.6% | 6.7% | ||
| Q4 24 | 0.9% | 3.2% | ||
| Q3 24 | 1.1% | 4.2% | ||
| Q2 24 | 2.5% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 10.05× | — | ||
| Q2 25 | -3.03× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.90× | — | ||
| Q2 24 | 2.27× | — |
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
CURV
| Apparel | $213.6M | 91% |
| Non Apparel | $12.3M | 5% |
| Other | $9.2M | 4% |
| Loyalty Program | $1.1M | 0% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
