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Empire State Realty Trust, Inc.（ESRT）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
Empire State Realty Trust, Inc.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 1.6%，领先53.2%），Empire State Realty Trust, Inc.同比增速更快（5.7% vs -10.3%），过去两年Empire State Realty Trust, Inc.的营收复合增速更高（0.2% vs -8.1%）
帝国州房地产信托是一家美国房地产投资信托企业，持有并运营纽约大都会区的优质办公、零售及住宅物业，旗下资产包括地标性建筑帝国大厦，主打可持续运营模式，服务各类租户及住户，专注实现长期资产增值。
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。
ESRT vs RBBN — 直观对比
营收规模更大
ESRT
是对方的1.2倍
$162.6M
营收增速更快
ESRT
高出16.0%
-10.3%
净利率更高
RBBN
高出53.2%
1.6%
两年增速更快
ESRT
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 | $3.0M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 15.5% | 37.6% |
| 净利率 | 1.6% | 54.8% |
| 营收同比 | 5.7% | -10.3% |
| 净利润同比 | -73.7% | — |
| 每股收益（稀释后） | $0.20 | $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ESRTRBBN
| Q1 26 | $190.3M | $162.6M | ||
| Q4 25 | $199.2M | $227.3M | ||
| Q3 25 | $197.7M | $215.4M | ||
| Q2 25 | $191.3M | $220.6M | ||
| Q1 25 | $180.1M | $181.3M | ||
| Q4 24 | $197.6M | $251.4M | ||
| Q3 24 | $199.6M | $210.2M | ||
| Q2 24 | $189.5M | $192.6M |
净利润ESRTRBBN
| Q1 26 | $3.0M | $89.1M | ||
| Q4 25 | $32.2M | — | ||
| Q3 25 | $13.6M | $-12.1M | ||
| Q2 25 | $11.4M | $-11.1M | ||
| Q1 25 | $15.8M | $-26.2M | ||
| Q4 24 | $18.8M | — | ||
| Q3 24 | $22.8M | $-13.4M | ||
| Q2 24 | $28.6M | $-16.8M |
毛利率ESRTRBBN
| 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ESRTRBBN
| Q1 26 | 15.5% | 37.6% | ||
| Q4 25 | 17.8% | 4.1% | ||
| Q3 25 | 19.9% | 1.3% | ||
| Q2 25 | 18.4% | 1.9% | ||
| Q1 25 | 14.3% | -10.8% | ||
| Q4 24 | 21.7% | 13.2% | ||
| Q3 24 | 22.7% | -0.4% | ||
| Q2 24 | 20.8% | -1.0% |
净利率ESRTRBBN
| Q1 26 | 1.6% | 54.8% | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 6.9% | -5.6% | ||
| Q2 25 | 6.0% | -5.0% | ||
| Q1 25 | 8.8% | -14.5% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 11.4% | -6.4% | ||
| Q2 24 | 15.1% | -8.7% |
每股收益（稀释后）ESRTRBBN
| Q1 26 | $0.20 | $0.50 | ||
| Q4 25 | $0.11 | $0.50 | ||
| Q3 25 | $0.05 | $-0.07 | ||
| Q2 25 | $0.04 | $-0.06 | ||
| Q1 25 | $0.05 | $-0.15 | ||
| Q4 24 | $0.07 | $0.05 | ||
| Q3 24 | $0.08 | $-0.08 | ||
| Q2 24 | $0.10 | $-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 | $68.8M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $419.1M |
| 总资产 | $4.4B | — |
| 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ESRTRBBN
| Q1 26 | $68.8M | $67.6M | ||
| Q4 25 | $132.7M | $96.4M | ||
| Q3 25 | $154.1M | $74.8M | ||
| Q2 25 | $94.6M | $60.5M | ||
| Q1 25 | $187.8M | $71.2M | ||
| Q4 24 | $385.5M | $87.8M | ||
| Q3 24 | $421.9M | $37.2M | ||
| Q2 24 | $535.5M | $64.6M |
总债务ESRTRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益ESRTRBBN
| Q1 26 | $1.8B | $419.1M | ||
| Q4 25 | $1.1B | $449.0M | ||
| Q3 25 | $1.0B | $360.1M | ||
| Q2 25 | $1.0B | $370.4M | ||
| Q1 25 | $1.0B | $381.8M | ||
| Q4 24 | $1.0B | $404.6M | ||
| Q3 24 | $1.0B | $395.5M | ||
| Q2 24 | $1.0B | $405.0M |
总资产ESRTRBBN
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.5B | $1.2B | ||
| Q3 25 | $4.1B | $1.1B | ||
| Q2 25 | $4.1B | $1.1B | ||
| Q1 25 | $4.1B | $1.1B | ||
| Q4 24 | $4.5B | $1.2B | ||
| Q3 24 | $4.4B | $1.1B | ||
| Q2 24 | $4.4B | $1.1B |
负债/权益比ESRTRBBN
| 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× |
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
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
