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ESCO TECHNOLOGIES INC（ESE）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
ESCO TECHNOLOGIES INC的季度营收约是Ribbon Communications Inc.的1.8倍（$289.7M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 9.9%，领先44.9%），ESCO TECHNOLOGIES INC同比增速更快（17.3% vs -10.3%），过去两年ESCO TECHNOLOGIES INC的营收复合增速更高（7.8% vs -8.1%）
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
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。
ESE vs RBBN — 直观对比
营收规模更大
ESE
是对方的1.8倍
$162.6M
营收增速更快
ESE
高出27.6%
-10.3%
净利率更高
RBBN
高出44.9%
9.9%
两年增速更快
ESE
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.7M | $162.6M |
| 净利润 | $28.7M | $89.1M |
| 毛利率 | 41.4% | 42.9% |
| 营业利润率 | 13.2% | 37.6% |
| 净利率 | 9.9% | 54.8% |
| 营收同比 | 17.3% | -10.3% |
| 净利润同比 | 22.2% | — |
| 每股收益（稀释后） | $1.11 | $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ESERBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $289.7M | $227.3M | ||
| Q3 25 | $286.5M | $215.4M | ||
| Q2 25 | $296.3M | $220.6M | ||
| Q1 25 | $265.5M | $181.3M | ||
| Q4 24 | $247.0M | $251.4M | ||
| Q3 24 | $298.5M | $210.2M | ||
| Q2 24 | $260.8M | $192.6M |
净利润ESERBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $28.7M | — | ||
| Q3 25 | $218.7M | $-12.1M | ||
| Q2 25 | $26.1M | $-11.1M | ||
| Q1 25 | $31.0M | $-26.2M | ||
| Q4 24 | $23.5M | — | ||
| Q3 24 | $34.3M | $-13.4M | ||
| Q2 24 | $29.2M | $-16.8M |
毛利率ESERBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 41.4% | 53.3% | ||
| Q3 25 | 45.9% | 50.1% | ||
| Q2 25 | 41.2% | 49.6% | ||
| Q1 25 | 41.1% | 45.4% | ||
| Q4 24 | 39.8% | 55.7% | ||
| Q3 24 | 40.1% | 52.1% | ||
| Q2 24 | 39.6% | 50.8% |
营业利润率ESERBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 13.2% | 4.1% | ||
| Q3 25 | 17.2% | 1.3% | ||
| Q2 25 | 11.2% | 1.9% | ||
| Q1 25 | 15.3% | -10.8% | ||
| Q4 24 | 11.4% | 13.2% | ||
| Q3 24 | 14.8% | -0.4% | ||
| Q2 24 | 14.3% | -1.0% |
净利率ESERBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 9.9% | — | ||
| Q3 25 | 76.3% | -5.6% | ||
| Q2 25 | 8.8% | -5.0% | ||
| Q1 25 | 11.7% | -14.5% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 11.5% | -6.4% | ||
| Q2 24 | 11.2% | -8.7% |
每股收益（稀释后）ESERBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $1.11 | $0.50 | ||
| Q3 25 | $8.43 | $-0.07 | ||
| Q2 25 | $1.01 | $-0.06 | ||
| Q1 25 | $1.20 | $-0.15 | ||
| Q4 24 | $0.91 | $0.05 | ||
| Q3 24 | $1.32 | $-0.08 | ||
| Q2 24 | $1.13 | $-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 | $103.8M | $67.6M |
| 总债务越低越好 | $145.5M | — |
| 股东权益账面价值 | $1.6B | $419.1M |
| 总资产 | $2.4B | — |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资ESERBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $103.8M | $96.4M | ||
| Q3 25 | $101.3M | $74.8M | ||
| Q2 25 | $78.7M | $60.5M | ||
| Q1 25 | $57.4M | $71.2M | ||
| Q4 24 | $71.3M | $87.8M | ||
| Q3 24 | $66.0M | $37.2M | ||
| Q2 24 | $63.0M | $64.6M |
总债务ESERBBN
| Q1 26 | — | — | ||
| Q4 25 | $145.5M | $342.1M | ||
| Q3 25 | $186.0M | $344.3M | ||
| Q2 25 | $525.0M | $346.5M | ||
| Q1 25 | $88.0M | $347.4M | ||
| Q4 24 | $112.0M | $348.3M | ||
| Q3 24 | $122.0M | $349.1M | ||
| Q2 24 | $173.0M | $350.0M |
股东权益ESERBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $1.6B | $449.0M | ||
| Q3 25 | $1.5B | $360.1M | ||
| Q2 25 | $1.3B | $370.4M | ||
| Q1 25 | $1.3B | $381.8M | ||
| Q4 24 | $1.2B | $404.6M | ||
| Q3 24 | $1.2B | $395.5M | ||
| Q2 24 | $1.2B | $405.0M |
总资产ESERBBN
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $1.2B | ||
| Q3 25 | $2.4B | $1.1B | ||
| Q2 25 | $2.5B | $1.1B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.8B | $1.1B |
负债/权益比ESERBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | 0.76× | ||
| Q3 25 | 0.12× | 0.96× | ||
| Q2 25 | 0.40× | 0.94× | ||
| Q1 25 | 0.07× | 0.91× | ||
| Q4 24 | 0.09× | 0.86× | ||
| Q3 24 | 0.10× | 0.88× | ||
| Q2 24 | 0.14× | 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 | $68.9M | — |
| 自由现金流经营现金流 - 资本支出 | $63.0M | — |
| 自由现金流率自由现金流/营收 | 21.7% | — |
| 资本支出强度资本支出/营收 | 2.0% | — |
| 现金转化率经营现金流/净利润 | 2.40× | — |
| 过去12个月自由现金流最近4个季度 | $239.6M | — |
8季度趋势，按日历期对齐
经营现金流ESERBBN
| Q1 26 | — | — | ||
| Q4 25 | $68.9M | $29.2M | ||
| Q3 25 | $109.9M | $26.5M | ||
| Q2 25 | $73.7M | $-795.0K | ||
| Q1 25 | $24.1M | $-3.5M | ||
| Q4 24 | $34.2M | $61.8M | ||
| Q3 24 | $72.1M | $-14.8M | ||
| Q2 24 | $36.2M | $-9.8M |
自由现金流ESERBBN
| Q1 26 | — | — | ||
| Q4 25 | $63.0M | $27.3M | ||
| Q3 25 | $97.8M | $21.0M | ||
| Q2 25 | $64.9M | $-6.5M | ||
| Q1 25 | $14.0M | $-15.7M | ||
| Q4 24 | $29.0M | $53.8M | ||
| Q3 24 | $60.9M | $-23.7M | ||
| Q2 24 | $27.6M | $-12.9M |
自由现金流率ESERBBN
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 12.0% | ||
| Q3 25 | 34.1% | 9.7% | ||
| Q2 25 | 21.9% | -2.9% | ||
| Q1 25 | 5.3% | -8.7% | ||
| Q4 24 | 11.7% | 21.4% | ||
| Q3 24 | 20.4% | -11.3% | ||
| Q2 24 | 10.6% | -6.7% |
资本支出强度ESERBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 0.9% | ||
| Q3 25 | 4.2% | 2.6% | ||
| Q2 25 | 3.0% | 2.6% | ||
| Q1 25 | 3.8% | 6.7% | ||
| Q4 24 | 2.1% | 3.2% | ||
| Q3 24 | 3.8% | 4.2% | ||
| Q2 24 | 3.3% | 1.6% |
现金转化率ESERBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 1.24× | — |
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
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
