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DAKTRONICS INC(DAKT)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
DAKTRONICS INC的季度营收约是Ribbon Communications Inc.的1.4倍($229.3M vs $162.6M),Ribbon Communications Inc.净利率更高(54.8% vs 7.6%,领先47.1%),DAKTRONICS INC同比增速更快(10.0% vs -10.3%),过去两年DAKTRONICS INC的营收复合增速更高(16.0% vs -8.1%)
达科电子是一家总部位于美国南达科他州布鲁金斯的企业,由两名南达科他州立大学教授于1968年创立,主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
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。
DAKT vs RBBN — 直观对比
营收规模更大
DAKT
是对方的1.4倍
$162.6M
营收增速更快
DAKT
高出20.3%
-10.3%
净利率更高
RBBN
高出47.1%
7.6%
两年增速更快
DAKT
近两年复合增速
-8.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $229.3M | $162.6M |
| 净利润 | $17.5M | $89.1M |
| 毛利率 | 27.0% | 42.9% |
| 营业利润率 | 9.4% | 37.6% |
| 净利率 | 7.6% | 54.8% |
| 营收同比 | 10.0% | -10.3% |
| 净利润同比 | -18.3% | — |
| 每股收益(稀释后) | $0.35 | $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
DAKT
RBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $229.3M | $227.3M | ||
| Q3 25 | $219.0M | $215.4M | ||
| Q2 25 | $172.6M | $220.6M | ||
| Q1 25 | $149.5M | $181.3M | ||
| Q4 24 | $208.3M | $251.4M | ||
| Q3 24 | $226.1M | $210.2M | ||
| Q2 24 | $215.9M | $192.6M |
净利润
DAKT
RBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $17.5M | — | ||
| Q3 25 | $16.5M | $-12.1M | ||
| Q2 25 | $-9.4M | $-11.1M | ||
| Q1 25 | $-17.2M | $-26.2M | ||
| Q4 24 | $21.4M | — | ||
| Q3 24 | $-4.9M | $-13.4M | ||
| Q2 24 | $2.5M | $-16.8M |
毛利率
DAKT
RBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 27.0% | 53.3% | ||
| Q3 25 | 29.7% | 50.1% | ||
| Q2 25 | 25.0% | 49.6% | ||
| Q1 25 | 24.6% | 45.4% | ||
| Q4 24 | 26.8% | 55.7% | ||
| Q3 24 | 26.4% | 52.1% | ||
| Q2 24 | 25.7% | 50.8% |
营业利润率
DAKT
RBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 9.4% | 4.1% | ||
| Q3 25 | 10.6% | 1.3% | ||
| Q2 25 | -1.0% | 1.9% | ||
| Q1 25 | -2.4% | -10.8% | ||
| Q4 24 | 7.6% | 13.2% | ||
| Q3 24 | 10.0% | -0.4% | ||
| Q2 24 | 9.0% | -1.0% |
净利率
DAKT
RBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | 7.5% | -5.6% | ||
| Q2 25 | -5.5% | -5.0% | ||
| Q1 25 | -11.5% | -14.5% | ||
| Q4 24 | 10.3% | — | ||
| Q3 24 | -2.2% | -6.4% | ||
| Q2 24 | 1.2% | -8.7% |
每股收益(稀释后)
DAKT
RBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.35 | $0.50 | ||
| Q3 25 | $0.33 | $-0.07 | ||
| Q2 25 | $0.04 | $-0.06 | ||
| Q1 25 | $-0.36 | $-0.15 | ||
| Q4 24 | $0.22 | $0.05 | ||
| Q3 24 | $-0.11 | $-0.08 | ||
| Q2 24 | $0.18 | $-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 | $149.6M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $297.5M | $419.1M |
| 总资产 | $548.4M | — |
| 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
DAKT
RBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $149.6M | $96.4M | ||
| Q3 25 | $136.9M | $74.8M | ||
| Q2 25 | $127.5M | $60.5M | ||
| Q1 25 | $132.2M | $71.2M | ||
| Q4 24 | $134.4M | $87.8M | ||
| Q3 24 | $96.8M | $37.2M | ||
| Q2 24 | $81.3M | $64.6M |
总债务
DAKT
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
DAKT
RBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $297.5M | $449.0M | ||
| Q3 25 | $279.8M | $360.1M | ||
| Q2 25 | $271.9M | $370.4M | ||
| Q1 25 | $272.3M | $381.8M | ||
| Q4 24 | $260.9M | $404.6M | ||
| Q3 24 | $238.2M | $395.5M | ||
| Q2 24 | $238.8M | $405.0M |
总资产
DAKT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $548.4M | $1.2B | ||
| Q3 25 | $545.6M | $1.1B | ||
| Q2 25 | $502.9M | $1.1B | ||
| Q1 25 | $524.2M | $1.1B | ||
| Q4 24 | $551.9M | $1.2B | ||
| Q3 24 | $553.9M | $1.1B | ||
| Q2 24 | $527.9M | $1.1B |
负债/权益比
DAKT
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× |
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 | $16.5M | — |
| 自由现金流经营现金流 - 资本支出 | $14.0M | — |
| 自由现金流率自由现金流/营收 | 6.1% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | 0.94× | — |
| 过去12个月自由现金流最近4个季度 | $61.7M | — |
8季度趋势,按日历期对齐
经营现金流
DAKT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $16.5M | $29.2M | ||
| Q3 25 | $26.1M | $26.5M | ||
| Q2 25 | $22.9M | $-795.0K | ||
| Q1 25 | $12.0M | $-3.5M | ||
| Q4 24 | $43.3M | $61.8M | ||
| Q3 24 | $19.5M | $-14.8M | ||
| Q2 24 | $9.5M | $-9.8M |
自由现金流
DAKT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $14.0M | $27.3M | ||
| Q3 25 | $21.8M | $21.0M | ||
| Q2 25 | $18.0M | $-6.5M | ||
| Q1 25 | $7.8M | $-15.7M | ||
| Q4 24 | $38.0M | $53.8M | ||
| Q3 24 | $14.4M | $-23.7M | ||
| Q2 24 | $6.1M | $-12.9M |
自由现金流率
DAKT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 12.0% | ||
| Q3 25 | 10.0% | 9.7% | ||
| Q2 25 | 10.5% | -2.9% | ||
| Q1 25 | 5.2% | -8.7% | ||
| Q4 24 | 18.2% | 21.4% | ||
| Q3 24 | 6.4% | -11.3% | ||
| Q2 24 | 2.8% | -6.7% |
资本支出强度
DAKT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 0.9% | ||
| Q3 25 | 2.0% | 2.6% | ||
| Q2 25 | 2.8% | 2.6% | ||
| Q1 25 | 2.8% | 6.7% | ||
| Q4 24 | 2.6% | 3.2% | ||
| Q3 24 | 2.2% | 4.2% | ||
| Q2 24 | 1.6% | 1.6% |
现金转化率
DAKT
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.94× | — | ||
| Q3 25 | 1.58× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.75× | — |
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
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |