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Delek Logistics Partners, LP（DKL）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Delek Logistics Partners, LP的1.1倍（$162.6M vs $154.7M），Ribbon Communications Inc.净利率更高（54.8% vs 20.9%，领先33.9%），Delek Logistics Partners, LP同比增速更快（518.9% vs -10.3%），过去两年Ribbon Communications Inc.的营收复合增速更高（-8.1% vs -23.5%）
Delek Logistics Partners, LP是一家总部位于美国的中游能源物流企业，主要提供原油、成品油及可再生燃料的存储、运输与配送服务，客户覆盖美国墨西哥湾沿岸及东南部地区的下游能源运营商、零售燃油网络和工业客户。
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。
DKL vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.1倍
$154.7M
营收增速更快
DKL
高出529.2%
-10.3%
净利率更高
RBBN
高出33.9%
20.9%
两年增速更快
RBBN
近两年复合增速
-23.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $154.7M | $162.6M |
| 净利润 | $32.4M | $89.1M |
| 毛利率 | -62.0% | 42.9% |
| 营业利润率 | 25.9% | 37.6% |
| 净利率 | 20.9% | 54.8% |
| 营收同比 | 518.9% | -10.3% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.60 | $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DKLRBBN
| Q1 26 | $154.7M | $162.6M | ||
| Q4 25 | $255.8M | $227.3M | ||
| Q3 25 | $261.3M | $215.4M | ||
| Q2 25 | $246.3M | $220.6M | ||
| Q1 25 | $249.9M | $181.3M | ||
| Q4 24 | $209.9M | $251.4M | ||
| Q3 24 | $214.1M | $210.2M | ||
| Q2 24 | $264.6M | $192.6M |
净利润DKLRBBN
| Q1 26 | $32.4M | $89.1M | ||
| Q4 25 | $47.3M | — | ||
| Q3 25 | $45.6M | $-12.1M | ||
| Q2 25 | $44.6M | $-11.1M | ||
| Q1 25 | $39.0M | $-26.2M | ||
| Q4 24 | $35.3M | — | ||
| Q3 24 | $33.7M | $-13.4M | ||
| Q2 24 | $41.1M | $-16.8M |
毛利率DKLRBBN
| Q1 26 | -62.0% | 42.9% | ||
| Q4 25 | 17.2% | 53.3% | ||
| Q3 25 | 20.6% | 50.1% | ||
| Q2 25 | 25.8% | 49.6% | ||
| Q1 25 | 21.5% | 45.4% | ||
| Q4 24 | 23.4% | 55.7% | ||
| Q3 24 | 22.8% | 52.1% | ||
| Q2 24 | 28.1% | 50.8% |
营业利润率DKLRBBN
| Q1 26 | 25.9% | 37.6% | ||
| Q4 25 | 14.2% | 4.1% | ||
| Q3 25 | 17.4% | 1.3% | ||
| Q2 25 | 21.3% | 1.9% | ||
| Q1 25 | 19.0% | -10.8% | ||
| Q4 24 | 18.1% | 13.2% | ||
| Q3 24 | 14.9% | -0.4% | ||
| Q2 24 | 25.9% | -1.0% |
净利率DKLRBBN
| Q1 26 | 20.9% | 54.8% | ||
| Q4 25 | 18.5% | — | ||
| Q3 25 | 17.4% | -5.6% | ||
| Q2 25 | 18.1% | -5.0% | ||
| Q1 25 | 15.6% | -14.5% | ||
| Q4 24 | 16.8% | — | ||
| Q3 24 | 15.7% | -6.4% | ||
| Q2 24 | 15.5% | -8.7% |
每股收益（稀释后）DKLRBBN
| Q1 26 | $0.60 | $0.50 | ||
| Q4 25 | — | $0.50 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | — | $-0.06 | ||
| Q1 25 | — | $-0.15 | ||
| Q4 24 | — | $0.05 | ||
| Q3 24 | — | $-0.08 | ||
| Q2 24 | — | $-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 | $9.9M | $67.6M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | — | $419.1M |
| 总资产 | $2.9B | — |
| 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DKLRBBN
| Q1 26 | $9.9M | $67.6M | ||
| Q4 25 | $10.9M | $96.4M | ||
| Q3 25 | $6.9M | $74.8M | ||
| Q2 25 | $1.4M | $60.5M | ||
| Q1 25 | $2.1M | $71.2M | ||
| Q4 24 | $5.4M | $87.8M | ||
| Q3 24 | $7.3M | $37.2M | ||
| Q2 24 | $5.1M | $64.6M |
总债务DKLRBBN
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $342.1M | ||
| Q3 25 | $2.3B | $344.3M | ||
| Q2 25 | $2.2B | $346.5M | ||
| Q1 25 | $2.1B | $347.4M | ||
| Q4 24 | $1.9B | $348.3M | ||
| Q3 24 | $1.9B | $349.1M | ||
| Q2 24 | $1.6B | $350.0M |
股东权益DKLRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | — | $449.0M | ||
| Q3 25 | — | $360.1M | ||
| Q2 25 | — | $370.4M | ||
| Q1 25 | — | $381.8M | ||
| Q4 24 | — | $404.6M | ||
| Q3 24 | — | $395.5M | ||
| Q2 24 | — | $405.0M |
总资产DKLRBBN
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.8B | $1.2B | ||
| Q3 25 | $2.7B | $1.1B | ||
| Q2 25 | $2.8B | $1.1B | ||
| Q1 25 | $2.4B | $1.1B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.6B | $1.1B |
负债/权益比DKLRBBN
| 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 | $170.4M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 5.4% | — |
| 现金转化率经营现金流/净利润 | 5.27× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DKLRBBN
| Q1 26 | $170.4M | — | ||
| Q4 25 | $43.2M | $29.2M | ||
| Q3 25 | $54.9M | $26.5M | ||
| Q2 25 | $107.4M | $-795.0K | ||
| Q1 25 | $31.6M | $-3.5M | ||
| Q4 24 | $49.9M | $61.8M | ||
| Q3 24 | $24.9M | $-14.8M | ||
| Q2 24 | $87.6M | $-9.8M |
自由现金流DKLRBBN
| Q1 26 | — | — | ||
| Q4 25 | $12.6M | $27.3M | ||
| Q3 25 | $-12.3M | $21.0M | ||
| Q2 25 | $-7.1M | $-6.5M | ||
| Q1 25 | $-23.9M | $-15.7M | ||
| Q4 24 | $3.9M | $53.8M | ||
| Q3 24 | $-31.7M | $-23.7M | ||
| Q2 24 | $72.5M | $-12.9M |
自由现金流率DKLRBBN
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 12.0% | ||
| Q3 25 | -4.7% | 9.7% | ||
| Q2 25 | -2.9% | -2.9% | ||
| Q1 25 | -9.6% | -8.7% | ||
| Q4 24 | 1.8% | 21.4% | ||
| Q3 24 | -14.8% | -11.3% | ||
| Q2 24 | 27.4% | -6.7% |
资本支出强度DKLRBBN
| Q1 26 | 5.4% | — | ||
| Q4 25 | 12.0% | 0.9% | ||
| Q3 25 | 25.7% | 2.6% | ||
| Q2 25 | 46.5% | 2.6% | ||
| Q1 25 | 22.2% | 6.7% | ||
| Q4 24 | 21.9% | 3.2% | ||
| Q3 24 | 26.4% | 4.2% | ||
| Q2 24 | 5.7% | 1.6% |
现金转化率DKLRBBN
| Q1 26 | 5.27× | — | ||
| Q4 25 | 0.91× | — | ||
| Q3 25 | 1.21× | — | ||
| Q2 25 | 2.41× | — | ||
| Q1 25 | 0.81× | — | ||
| Q4 24 | 1.41× | — | ||
| Q3 24 | 0.74× | — | ||
| Q2 24 | 2.13× | — |
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
DKL
| Third party | $105.4M | 68% |
| Affiliate | $49.2M | 32% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
