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简柏特(EGP)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
简柏特的季度营收约是Ribbon Communications Inc.的1.2倍($190.3M vs $162.6M),Ribbon Communications Inc.净利率更高(54.8% vs 49.7%,领先5.0%),简柏特同比增速更快(9.1% vs -10.3%),过去两年简柏特的营收复合增速更高(9.4% vs -8.1%)
简柏特是全球领先的信息技术服务、咨询及外包服务商,总部位于美国纽约,注册地为百慕大,最初创立于印度古尔冈。目前公司全球员工超12.5万名,服务覆盖30余个国家,于纽交所上市,2023年营收达44.8亿美元。
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。
EGP vs RBBN — 直观对比
营收规模更大
EGP
是对方的1.2倍
$162.6M
营收增速更快
EGP
高出19.4%
-10.3%
净利率更高
RBBN
高出5.0%
49.7%
两年增速更快
EGP
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $190.3M | $162.6M |
| 净利润 | $94.6M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | — | 37.6% |
| 净利率 | 49.7% | 54.8% |
| 营收同比 | 9.1% | -10.3% |
| 净利润同比 | 59.2% | — |
| 每股收益(稀释后) | $1.77 | $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
EGP
RBBN
| Q1 26 | $190.3M | $162.6M | ||
| Q4 25 | $187.5M | $227.3M | ||
| Q3 25 | $182.1M | $215.4M | ||
| Q2 25 | $177.3M | $220.6M | ||
| Q1 25 | $174.4M | $181.3M | ||
| Q4 24 | $164.0M | $251.4M | ||
| Q3 24 | $162.9M | $210.2M | ||
| Q2 24 | $159.1M | $192.6M |
净利润
EGP
RBBN
| Q1 26 | $94.6M | $89.1M | ||
| Q4 25 | $67.8M | — | ||
| Q3 25 | $67.0M | $-12.1M | ||
| Q2 25 | $63.3M | $-11.1M | ||
| Q1 25 | $59.4M | $-26.2M | ||
| Q4 24 | $58.7M | — | ||
| Q3 24 | $55.2M | $-13.4M | ||
| Q2 24 | $55.3M | $-16.8M |
毛利率
EGP
RBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | — | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | — | 55.7% | ||
| Q3 24 | — | 52.1% | ||
| Q2 24 | — | 50.8% |
营业利润率
EGP
RBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | -10.8% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | -0.4% | ||
| Q2 24 | — | -1.0% |
净利率
EGP
RBBN
| Q1 26 | 49.7% | 54.8% | ||
| Q4 25 | 36.1% | — | ||
| Q3 25 | 36.8% | -5.6% | ||
| Q2 25 | 35.7% | -5.0% | ||
| Q1 25 | 34.1% | -14.5% | ||
| Q4 24 | 35.8% | — | ||
| Q3 24 | 33.9% | -6.4% | ||
| Q2 24 | 34.8% | -8.7% |
每股收益(稀释后)
EGP
RBBN
| Q1 26 | $1.77 | $0.50 | ||
| Q4 25 | $1.27 | $0.50 | ||
| Q3 25 | $1.26 | $-0.07 | ||
| Q2 25 | $1.20 | $-0.06 | ||
| Q1 25 | $1.14 | $-0.15 | ||
| Q4 24 | $1.17 | $0.05 | ||
| Q3 24 | $1.13 | $-0.08 | ||
| Q2 24 | $1.14 | $-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 | $31.4M | $67.6M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $3.6B | $419.1M |
| 总资产 | $5.5B | — |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势,按日历期对齐
现金及短期投资
EGP
RBBN
| Q1 26 | $31.4M | $67.6M | ||
| Q4 25 | $1.0M | $96.4M | ||
| Q3 25 | $3.0M | $74.8M | ||
| Q2 25 | $32.9M | $60.5M | ||
| Q1 25 | $20.5M | $71.2M | ||
| Q4 24 | $17.5M | $87.8M | ||
| Q3 24 | $17.0M | $37.2M | ||
| Q2 24 | $39.4M | $64.6M |
总债务
EGP
RBBN
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | $1.4B | $344.3M | ||
| Q2 25 | $1.5B | $346.5M | ||
| Q1 25 | $1.5B | $347.4M | ||
| Q4 24 | $1.5B | $348.3M | ||
| Q3 24 | $1.6B | $349.1M | ||
| Q2 24 | $1.7B | $350.0M |
股东权益
EGP
RBBN
| Q1 26 | $3.6B | $419.1M | ||
| Q4 25 | $3.5B | $449.0M | ||
| Q3 25 | $3.5B | $360.1M | ||
| Q2 25 | $3.4B | $370.4M | ||
| Q1 25 | $3.3B | $381.8M | ||
| Q4 24 | $3.3B | $404.6M | ||
| Q3 24 | $2.8B | $395.5M | ||
| Q2 24 | $2.8B | $405.0M |
总资产
EGP
RBBN
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.4B | $1.2B | ||
| Q3 25 | $5.4B | $1.1B | ||
| Q2 25 | $5.2B | $1.1B | ||
| Q1 25 | $5.1B | $1.1B | ||
| Q4 24 | $5.1B | $1.2B | ||
| Q3 24 | $4.8B | $1.1B | ||
| Q2 24 | $4.7B | $1.1B |
负债/权益比
EGP
RBBN
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | 0.41× | 0.96× | ||
| Q2 25 | 0.43× | 0.94× | ||
| Q1 25 | 0.43× | 0.91× | ||
| Q4 24 | 0.46× | 0.86× | ||
| Q3 24 | 0.57× | 0.88× | ||
| Q2 24 | 0.60× | 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 | $142.3M | — |
| 自由现金流经营现金流 - 资本支出 | $126.7M | — |
| 自由现金流率自由现金流/营收 | 66.6% | — |
| 资本支出强度资本支出/营收 | 8.2% | — |
| 现金转化率经营现金流/净利润 | 1.50× | — |
| 过去12个月自由现金流最近4个季度 | $771.1M | — |
8季度趋势,按日历期对齐
经营现金流
EGP
RBBN
| Q1 26 | $142.3M | — | ||
| Q4 25 | $480.7M | $29.2M | ||
| Q3 25 | $138.9M | $26.5M | ||
| Q2 25 | $143.4M | $-795.0K | ||
| Q1 25 | $133.7M | $-3.5M | ||
| Q4 24 | $416.6M | $61.8M | ||
| Q3 24 | $122.9M | $-14.8M | ||
| Q2 24 | $122.9M | $-9.8M |
自由现金流
EGP
RBBN
| Q1 26 | $126.7M | — | ||
| Q4 25 | $404.9M | $27.3M | ||
| Q3 25 | $120.3M | $21.0M | ||
| Q2 25 | $119.2M | $-6.5M | ||
| Q1 25 | $113.9M | $-15.7M | ||
| Q4 24 | $357.3M | $53.8M | ||
| Q3 24 | $108.5M | $-23.7M | ||
| Q2 24 | $102.8M | $-12.9M |
自由现金流率
EGP
RBBN
| Q1 26 | 66.6% | — | ||
| Q4 25 | 216.0% | 12.0% | ||
| Q3 25 | 66.0% | 9.7% | ||
| Q2 25 | 67.2% | -2.9% | ||
| Q1 25 | 65.3% | -8.7% | ||
| Q4 24 | 217.8% | 21.4% | ||
| Q3 24 | 66.6% | -11.3% | ||
| Q2 24 | 64.6% | -6.7% |
资本支出强度
EGP
RBBN
| Q1 26 | 8.2% | — | ||
| Q4 25 | 40.5% | 0.9% | ||
| Q3 25 | 10.2% | 2.6% | ||
| Q2 25 | 13.7% | 2.6% | ||
| Q1 25 | 11.3% | 6.7% | ||
| Q4 24 | 36.1% | 3.2% | ||
| Q3 24 | 8.9% | 4.2% | ||
| Q2 24 | 12.6% | 1.6% |
现金转化率
EGP
RBBN
| Q1 26 | 1.50× | — | ||
| Q4 25 | 7.10× | — | ||
| Q3 25 | 2.07× | — | ||
| Q2 25 | 2.26× | — | ||
| Q1 25 | 2.25× | — | ||
| Q4 24 | 7.10× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.22× | — |
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
EGP
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |