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Emergent BioSolutions Inc.（EBS）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Emergent BioSolutions Inc.的1.1倍（$162.6M vs $148.7M），Ribbon Communications Inc.净利率更高（54.8% vs -36.7%，领先91.5%），Ribbon Communications Inc.同比增速更快（-10.3% vs -23.6%），过去两年Ribbon Communications Inc.的营收复合增速更高（-8.1% vs -29.6%）
Emergent BioSolutions是一家总部位于美国马里兰州盖瑟斯堡的跨国专业生物制药企业，公司专注于开发针对传染病及阿片类药物过量的疫苗与抗体疗法，同时还为生物防御领域提供相关医疗设备支持。
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。
EBS vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.1倍
$148.7M
营收增速更快
RBBN
高出13.3%
-23.6%
净利率更高
RBBN
高出91.5%
-36.7%
两年增速更快
RBBN
近两年复合增速
-29.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $148.7M | $162.6M |
| 净利润 | $-54.6M | $89.1M |
| 毛利率 | 42.9% | 42.9% |
| 营业利润率 | -18.8% | 37.6% |
| 净利率 | -36.7% | 54.8% |
| 营收同比 | -23.6% | -10.3% |
| 净利润同比 | -74.4% | — |
| 每股收益（稀释后） | $-0.95 | $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EBSRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $148.7M | $227.3M | ||
| Q3 25 | $231.1M | $215.4M | ||
| Q2 25 | $140.9M | $220.6M | ||
| Q1 25 | $222.2M | $181.3M | ||
| Q4 24 | $194.7M | $251.4M | ||
| Q3 24 | $293.8M | $210.2M | ||
| Q2 24 | $254.7M | $192.6M |
净利润EBSRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-54.6M | — | ||
| Q3 25 | $51.2M | $-12.1M | ||
| Q2 25 | $-12.0M | $-11.1M | ||
| Q1 25 | $68.0M | $-26.2M | ||
| Q4 24 | $-31.3M | — | ||
| Q3 24 | $114.8M | $-13.4M | ||
| Q2 24 | $-283.1M | $-16.8M |
毛利率EBSRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 42.9% | 53.3% | ||
| Q3 25 | 62.8% | 50.1% | ||
| Q2 25 | 52.5% | 49.6% | ||
| Q1 25 | 60.2% | 45.4% | ||
| Q4 24 | 39.4% | 55.7% | ||
| Q3 24 | 54.9% | 52.1% | ||
| Q2 24 | -18.8% | 50.8% |
营业利润率EBSRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | -18.8% | 4.1% | ||
| Q3 25 | 33.1% | 1.3% | ||
| Q2 25 | 1.1% | 1.9% | ||
| Q1 25 | 22.5% | -10.8% | ||
| Q4 24 | -4.9% | 13.2% | ||
| Q3 24 | 22.0% | -0.4% | ||
| Q2 24 | -79.9% | -1.0% |
净利率EBSRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -36.7% | — | ||
| Q3 25 | 22.2% | -5.6% | ||
| Q2 25 | -8.5% | -5.0% | ||
| Q1 25 | 30.6% | -14.5% | ||
| Q4 24 | -16.1% | — | ||
| Q3 24 | 39.1% | -6.4% | ||
| Q2 24 | -111.2% | -8.7% |
每股收益（稀释后）EBSRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.95 | $0.50 | ||
| Q3 25 | $0.91 | $-0.07 | ||
| Q2 25 | $-0.22 | $-0.06 | ||
| Q1 25 | $1.19 | $-0.15 | ||
| Q4 24 | $-0.45 | $0.05 | ||
| Q3 24 | $2.06 | $-0.08 | ||
| Q2 24 | $-5.38 | $-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 | $205.4M | $67.6M |
| 总债务越低越好 | $589.7M | — |
| 股东权益账面价值 | $522.6M | $419.1M |
| 总资产 | $1.3B | — |
| 负债/权益比越低杠杆越低 | 1.13× | — |
8季度趋势，按日历期对齐
现金及短期投资EBSRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $205.4M | $96.4M | ||
| Q3 25 | $245.5M | $74.8M | ||
| Q2 25 | $267.3M | $60.5M | ||
| Q1 25 | $149.1M | $71.2M | ||
| Q4 24 | $99.5M | $87.8M | ||
| Q3 24 | $149.9M | $37.2M | ||
| Q2 24 | $69.7M | $64.6M |
总债务EBSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $589.7M | $342.1M | ||
| Q3 25 | $693.1M | $344.3M | ||
| Q2 25 | $700.0M | $346.5M | ||
| Q1 25 | $700.0M | $347.4M | ||
| Q4 24 | $700.0M | $348.3M | ||
| Q3 24 | $700.8M | $349.1M | ||
| Q2 24 | $863.8M | $350.0M |
股东权益EBSRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $522.6M | $449.0M | ||
| Q3 25 | $582.5M | $360.1M | ||
| Q2 25 | $536.2M | $370.4M | ||
| Q1 25 | $552.7M | $381.8M | ||
| Q4 24 | $482.8M | $404.6M | ||
| Q3 24 | $508.4M | $395.5M | ||
| Q2 24 | $386.3M | $405.0M |
总资产EBSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B |
负债/权益比EBSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | 0.76× | ||
| Q3 25 | 1.19× | 0.96× | ||
| Q2 25 | 1.31× | 0.94× | ||
| Q1 25 | 1.27× | 0.91× | ||
| Q4 24 | 1.45× | 0.86× | ||
| Q3 24 | 1.38× | 0.88× | ||
| Q2 24 | 2.24× | 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 | $77.7M | — |
| 自由现金流经营现金流 - 资本支出 | $73.8M | — |
| 自由现金流率自由现金流/营收 | 49.6% | — |
| 资本支出强度资本支出/营收 | 2.6% | — |
| 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 | $156.8M | — |
8季度趋势，按日历期对齐
经营现金流EBSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $77.7M | $29.2M | ||
| Q3 25 | $-2.3M | $26.5M | ||
| Q2 25 | $106.4M | $-795.0K | ||
| Q1 25 | $-11.2M | $-3.5M | ||
| Q4 24 | $-79.9M | $61.8M | ||
| Q3 24 | $153.7M | $-14.8M | ||
| Q2 24 | $47.5M | $-9.8M |
自由现金流EBSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $73.8M | $27.3M | ||
| Q3 25 | $-5.7M | $21.0M | ||
| Q2 25 | $103.5M | $-6.5M | ||
| Q1 25 | $-14.8M | $-15.7M | ||
| Q4 24 | $-81.6M | $53.8M | ||
| Q3 24 | $147.9M | $-23.7M | ||
| Q2 24 | $42.9M | $-12.9M |
自由现金流率EBSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 49.6% | 12.0% | ||
| Q3 25 | -2.5% | 9.7% | ||
| Q2 25 | 73.5% | -2.9% | ||
| Q1 25 | -6.7% | -8.7% | ||
| Q4 24 | -41.9% | 21.4% | ||
| Q3 24 | 50.3% | -11.3% | ||
| Q2 24 | 16.8% | -6.7% |
资本支出强度EBSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.9% | ||
| Q3 25 | 1.5% | 2.6% | ||
| Q2 25 | 2.1% | 2.6% | ||
| Q1 25 | 1.6% | 6.7% | ||
| Q4 24 | 0.9% | 3.2% | ||
| Q3 24 | 2.0% | 4.2% | ||
| Q2 24 | 1.8% | 1.6% |
现金转化率EBSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.04× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.16× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | — | — |
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
EBS
| Medical Countermeasures MCM Product | $99.2M | 67% |
| Commercial Products Segment | $38.4M | 26% |
| All Other Revenue | $11.1M | 7% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
