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Embecta Corp.(EMBC)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
Embecta Corp.的季度营收约是Ribbon Communications Inc.的1.6倍($261.2M vs $162.6M),Ribbon Communications Inc.净利率更高(54.8% vs 16.9%,领先37.9%),Embecta Corp.同比增速更快(-0.3% vs -10.3%),过去两年Embecta Corp.的营收复合增速更高(-4.6% vs -8.1%)
Embecta Corp.是一家专注于糖尿病护理领域的全球医疗科技企业,主要设计、生产及销售胰岛素笔针、注射器、输注组件等给药装置,产品服务覆盖全球多个地区的患者、医疗机构及生物制药合作方。
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。
EMBC vs RBBN — 直观对比
营收规模更大
EMBC
是对方的1.6倍
$162.6M
营收增速更快
EMBC
高出10.0%
-10.3%
净利率更高
RBBN
高出37.9%
16.9%
两年增速更快
EMBC
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $261.2M | $162.6M |
| 净利润 | $44.1M | $89.1M |
| 毛利率 | 61.9% | 42.9% |
| 营业利润率 | 31.9% | 37.6% |
| 净利率 | 16.9% | 54.8% |
| 营收同比 | -0.3% | -10.3% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.74 | $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
EMBC
RBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $261.2M | $227.3M | ||
| Q3 25 | $264.0M | $215.4M | ||
| Q2 25 | $295.5M | $220.6M | ||
| Q1 25 | $259.0M | $181.3M | ||
| Q4 24 | $261.9M | $251.4M | ||
| Q3 24 | $286.1M | $210.2M | ||
| Q2 24 | $272.5M | $192.6M |
净利润
EMBC
RBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $44.1M | — | ||
| Q3 25 | $26.4M | $-12.1M | ||
| Q2 25 | $45.5M | $-11.1M | ||
| Q1 25 | $23.5M | $-26.2M | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $14.6M | $-13.4M | ||
| Q2 24 | $14.7M | $-16.8M |
毛利率
EMBC
RBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 61.9% | 53.3% | ||
| Q3 25 | 60.0% | 50.1% | ||
| Q2 25 | 66.7% | 49.6% | ||
| Q1 25 | 63.4% | 45.4% | ||
| Q4 24 | 60.0% | 55.7% | ||
| Q3 24 | 60.7% | 52.1% | ||
| Q2 24 | 69.8% | 50.8% |
营业利润率
EMBC
RBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 31.9% | 4.1% | ||
| Q3 25 | 21.4% | 1.3% | ||
| Q2 25 | 31.8% | 1.9% | ||
| Q1 25 | 24.3% | -10.8% | ||
| Q4 24 | 11.0% | 13.2% | ||
| Q3 24 | 9.2% | -0.4% | ||
| Q2 24 | 20.5% | -1.0% |
净利率
EMBC
RBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 16.9% | — | ||
| Q3 25 | 10.0% | -5.6% | ||
| Q2 25 | 15.4% | -5.0% | ||
| Q1 25 | 9.1% | -14.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.1% | -6.4% | ||
| Q2 24 | 5.4% | -8.7% |
每股收益(稀释后)
EMBC
RBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.74 | $0.50 | ||
| Q3 25 | $0.44 | $-0.07 | ||
| Q2 25 | $0.78 | $-0.06 | ||
| Q1 25 | $0.40 | $-0.15 | ||
| Q4 24 | $0.00 | $0.05 | ||
| Q3 24 | $0.24 | $-0.08 | ||
| Q2 24 | $0.25 | $-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 | $201.3M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-613.1M | $419.1M |
| 总资产 | $1.1B | — |
| 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
EMBC
RBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $201.3M | $96.4M | ||
| Q3 25 | $225.5M | $74.8M | ||
| Q2 25 | $230.6M | $60.5M | ||
| Q1 25 | $209.3M | $71.2M | ||
| Q4 24 | $210.0M | $87.8M | ||
| Q3 24 | $267.5M | $37.2M | ||
| Q2 24 | $275.1M | $64.6M |
总债务
EMBC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | $1.4B | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | $1.6B | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益
EMBC
RBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $-613.1M | $449.0M | ||
| Q3 25 | $-650.6M | $360.1M | ||
| Q2 25 | $-669.6M | $370.4M | ||
| Q1 25 | $-736.2M | $381.8M | ||
| Q4 24 | $-768.8M | $404.6M | ||
| Q3 24 | $-738.3M | $395.5M | ||
| Q2 24 | $-763.7M | $405.0M |
总资产
EMBC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.1B |
负债/权益比
EMBC
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 | $17.2M | — |
| 自由现金流经营现金流 - 资本支出 | $16.6M | — |
| 自由现金流率自由现金流/营收 | 6.4% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | $205.8M | — |
8季度趋势,按日历期对齐
经营现金流
EMBC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $17.2M | $29.2M | ||
| Q3 25 | $84.0M | $26.5M | ||
| Q2 25 | $81.2M | $-795.0K | ||
| Q1 25 | $31.8M | $-3.5M | ||
| Q4 24 | $-5.3M | $61.8M | ||
| Q3 24 | $26.6M | $-14.8M | ||
| Q2 24 | $-2.1M | $-9.8M |
自由现金流
EMBC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $16.6M | $27.3M | ||
| Q3 25 | $76.7M | $21.0M | ||
| Q2 25 | $80.8M | $-6.5M | ||
| Q1 25 | $31.7M | $-15.7M | ||
| Q4 24 | $-6.8M | $53.8M | ||
| Q3 24 | — | $-23.7M | ||
| Q2 24 | $-11.8M | $-12.9M |
自由现金流率
EMBC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 12.0% | ||
| Q3 25 | 29.1% | 9.7% | ||
| Q2 25 | 27.3% | -2.9% | ||
| Q1 25 | 12.2% | -8.7% | ||
| Q4 24 | -2.6% | 21.4% | ||
| Q3 24 | — | -11.3% | ||
| Q2 24 | -4.3% | -6.7% |
资本支出强度
EMBC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.9% | ||
| Q3 25 | 2.8% | 2.6% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | 0.0% | 6.7% | ||
| Q4 24 | 0.6% | 3.2% | ||
| Q3 24 | 0.0% | 4.2% | ||
| Q2 24 | 3.6% | 1.6% |
现金转化率
EMBC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | — | ||
| Q3 25 | 3.18× | — | ||
| Q2 25 | 1.78× | — | ||
| Q1 25 | 1.35× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.82× | — | ||
| Q2 24 | -0.14× | — |
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
EMBC
| Pen Needles | $185.5M | 71% |
| Safety | $37.3M | 14% |
| Syringes | $30.7M | 12% |
| Manufacturing Facility | $4.1M | 2% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |