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EVgo Inc.（EVGO）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EVgo Inc.的1.4倍（$162.6M vs $118.5M），Ribbon Communications Inc.净利率更高（54.8% vs -4.1%，领先58.8%），EVgo Inc.同比增速更快（75.5% vs -10.3%），过去两年EVgo Inc.的营收复合增速更高（46.6% vs -8.1%）
EVgo Inc.是美国知名的电动汽车快充网络运营商，截至2023年8月，公司已布局超过950个充电站点，覆盖美国35个州，旗下充电桩兼容全球各大主流车企的电动汽车。
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。
EVGO vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.4倍
$118.5M
营收增速更快
EVGO
高出85.8%
-10.3%
净利率更高
RBBN
高出58.8%
-4.1%
两年增速更快
EVGO
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $118.5M | $162.6M |
| 净利润 | $-4.8M | $89.1M |
| 毛利率 | 38.0% | 42.9% |
| 营业利润率 | -10.4% | 37.6% |
| 净利率 | -4.1% | 54.8% |
| 营收同比 | 75.5% | -10.3% |
| 净利润同比 | 61.1% | — |
| 每股收益（稀释后） | $-0.03 | $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EVGORBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $118.5M | $227.3M | ||
| Q3 25 | $92.3M | $215.4M | ||
| Q2 25 | $98.0M | $220.6M | ||
| Q1 25 | $75.3M | $181.3M | ||
| Q4 24 | $67.5M | $251.4M | ||
| Q3 24 | $67.5M | $210.2M | ||
| Q2 24 | $66.6M | $192.6M |
净利润EVGORBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-4.8M | — | ||
| Q3 25 | $-12.4M | $-12.1M | ||
| Q2 25 | $-13.0M | $-11.1M | ||
| Q1 25 | $-11.4M | $-26.2M | ||
| Q4 24 | $-12.4M | — | ||
| Q3 24 | $-11.7M | $-13.4M | ||
| Q2 24 | $-10.4M | $-16.8M |
毛利率EVGORBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 38.0% | 53.3% | ||
| Q3 25 | 13.6% | 50.1% | ||
| Q2 25 | 14.2% | 49.6% | ||
| Q1 25 | 12.4% | 45.4% | ||
| Q4 24 | 14.5% | 55.7% | ||
| Q3 24 | 9.4% | 52.1% | ||
| Q2 24 | 9.6% | 50.8% |
营业利润率EVGORBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | -10.4% | 4.1% | ||
| Q3 25 | -36.9% | 1.3% | ||
| Q2 25 | -31.4% | 1.9% | ||
| Q1 25 | -44.4% | -10.8% | ||
| Q4 24 | -51.9% | 13.2% | ||
| Q3 24 | -47.1% | -0.4% | ||
| Q2 24 | -48.6% | -1.0% |
净利率EVGORBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -4.1% | — | ||
| Q3 25 | -13.4% | -5.6% | ||
| Q2 25 | -13.3% | -5.0% | ||
| Q1 25 | -15.1% | -14.5% | ||
| Q4 24 | -18.4% | — | ||
| Q3 24 | -17.3% | -6.4% | ||
| Q2 24 | -15.6% | -8.7% |
每股收益（稀释后）EVGORBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.03 | $0.50 | ||
| Q3 25 | $-0.09 | $-0.07 | ||
| Q2 25 | $-0.10 | $-0.06 | ||
| Q1 25 | $-0.09 | $-0.15 | ||
| Q4 24 | $-0.11 | $0.05 | ||
| Q3 24 | $-0.11 | $-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 | $151.0M | $67.6M |
| 总债务越低越好 | $206.5M | — |
| 股东权益账面价值 | $-116.9M | $419.1M |
| 总资产 | $964.8M | — |
| 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EVGORBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $151.0M | $96.4M | ||
| Q3 25 | $181.3M | $74.8M | ||
| Q2 25 | $154.5M | $60.5M | ||
| Q1 25 | $150.0M | $71.2M | ||
| Q4 24 | $117.3M | $87.8M | ||
| Q3 24 | $141.9M | $37.2M | ||
| Q2 24 | $162.3M | $64.6M |
总债务EVGORBBN
| Q1 26 | — | — | ||
| Q4 25 | $206.5M | $342.1M | ||
| Q3 25 | $157.3M | $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EVGORBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $-116.9M | $449.0M | ||
| Q3 25 | $-428.1M | $360.1M | ||
| Q2 25 | $-230.1M | $370.4M | ||
| Q1 25 | $-36.8M | $381.8M | ||
| Q4 24 | $-256.1M | $404.6M | ||
| Q3 24 | $-344.8M | $395.5M | ||
| Q2 24 | $13.6M | $405.0M |
总资产EVGORBBN
| Q1 26 | — | — | ||
| Q4 25 | $964.8M | $1.2B | ||
| Q3 25 | $931.8M | $1.1B | ||
| Q2 25 | $864.7M | $1.1B | ||
| Q1 25 | $856.0M | $1.1B | ||
| Q4 24 | $803.8M | $1.2B | ||
| Q3 24 | $791.7M | $1.1B | ||
| Q2 24 | $785.3M | $1.1B |
负债/权益比EVGORBBN
| 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 | $11.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-38.1M | — |
| 自由现金流率自由现金流/营收 | -32.2% | — |
| 资本支出强度资本支出/营收 | 41.7% | — |
| 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 | $-124.4M | — |
8季度趋势，按日历期对齐
经营现金流EVGORBBN
| Q1 26 | — | — | ||
| Q4 25 | $11.3M | $29.2M | ||
| Q3 25 | $-22.8M | $26.5M | ||
| Q2 25 | $14.1M | $-795.0K | ||
| Q1 25 | $-10.2M | $-3.5M | ||
| Q4 24 | $-12.8M | $61.8M | ||
| Q3 24 | $12.1M | $-14.8M | ||
| Q2 24 | $7.6M | $-9.8M |
自由现金流EVGORBBN
| Q1 26 | — | — | ||
| Q4 25 | $-38.1M | $27.3M | ||
| Q3 25 | $-49.0M | $21.0M | ||
| Q2 25 | $-12.1M | $-6.5M | ||
| Q1 25 | $-25.2M | $-15.7M | ||
| Q4 24 | $-36.5M | $53.8M | ||
| Q3 24 | $-13.7M | $-23.7M | ||
| Q2 24 | $-16.6M | $-12.9M |
自由现金流率EVGORBBN
| Q1 26 | — | — | ||
| Q4 25 | -32.2% | 12.0% | ||
| Q3 25 | -53.1% | 9.7% | ||
| Q2 25 | -12.4% | -2.9% | ||
| Q1 25 | -33.5% | -8.7% | ||
| Q4 24 | -54.1% | 21.4% | ||
| Q3 24 | -20.3% | -11.3% | ||
| Q2 24 | -25.0% | -6.7% |
资本支出强度EVGORBBN
| Q1 26 | — | — | ||
| Q4 25 | 41.7% | 0.9% | ||
| Q3 25 | 28.3% | 2.6% | ||
| Q2 25 | 26.7% | 2.6% | ||
| Q1 25 | 19.9% | 6.7% | ||
| Q4 24 | 35.1% | 3.2% | ||
| Q3 24 | 38.3% | 4.2% | ||
| Q2 24 | 36.3% | 1.6% |
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
EVGO
| Charging Network Revenue | $63.6M | 54% |
| Charging Revenue Retail | $35.8M | 30% |
| Charging Revenue Commercial | $9.3M | 8% |
| Charging Revenue Oem | $6.5M | 6% |
| Regulatory Credit Sales | $2.2M | 2% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
