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FIRST BANCORP(FBNC)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FIRST BANCORP的1.8倍($162.6M vs $89.6M),Ribbon Communications Inc.净利率更高(54.8% vs 22.7%,领先32.0%),FIRST BANCORP同比增速更快(-7.3% vs -10.3%)
第一银行控股(First Bancorp)是总部位于美国北卡罗来纳州南派恩斯的银行控股集团,旗下第一银行业务覆盖北卡罗来纳州与南卡罗来纳州两大区域,为当地客户提供各类银行金融服务。
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。
FBNC vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.8倍
$89.6M
营收增速更快
FBNC
高出3.0%
-10.3%
净利率更高
RBBN
高出32.0%
22.7%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $89.6M | $162.6M |
| 净利润 | $20.4M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 29.0% | 37.6% |
| 净利率 | 22.7% | 54.8% |
| 营收同比 | -7.3% | -10.3% |
| 净利润同比 | 9.0% | — |
| 每股收益(稀释后) | $0.49 | $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
FBNC
RBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | — | $227.3M | ||
| Q3 25 | $89.6M | $215.4M | ||
| Q2 25 | $111.0M | $220.6M | ||
| Q1 25 | $105.8M | $181.3M | ||
| Q4 24 | — | $251.4M | ||
| Q3 24 | $96.6M | $210.2M | ||
| Q2 24 | $95.7M | $192.6M |
净利润
FBNC
RBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | — | — | ||
| Q3 25 | $20.4M | $-12.1M | ||
| Q2 25 | $38.6M | $-11.1M | ||
| Q1 25 | $36.4M | $-26.2M | ||
| Q4 24 | — | — | ||
| Q3 24 | $18.7M | $-13.4M | ||
| Q2 24 | $28.7M | $-16.8M |
毛利率
FBNC
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
FBNC
RBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | 29.0% | 1.3% | ||
| Q2 25 | 44.9% | 1.9% | ||
| Q1 25 | 44.2% | -10.8% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | 23.4% | -0.4% | ||
| Q2 24 | 38.5% | -1.0% |
净利率
FBNC
RBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | 22.7% | -5.6% | ||
| Q2 25 | 34.7% | -5.0% | ||
| Q1 25 | 34.4% | -14.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 19.3% | -6.4% | ||
| Q2 24 | 30.0% | -8.7% |
每股收益(稀释后)
FBNC
RBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | — | $0.50 | ||
| Q3 25 | $0.49 | $-0.07 | ||
| Q2 25 | $0.93 | $-0.06 | ||
| Q1 25 | $0.88 | $-0.15 | ||
| Q4 24 | — | $0.05 | ||
| Q3 24 | $0.45 | $-0.08 | ||
| Q2 24 | $0.70 | $-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 | — | $67.6M |
| 总债务越低越好 | $92.4M | — |
| 股东权益账面价值 | $1.6B | $419.1M |
| 总资产 | $12.8B | — |
| 负债/权益比越低杠杆越低 | 0.06× | — |
8季度趋势,按日历期对齐
现金及短期投资
FBNC
RBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | — | $96.4M | ||
| Q3 25 | — | $74.8M | ||
| Q2 25 | — | $60.5M | ||
| Q1 25 | — | $71.2M | ||
| Q4 24 | — | $87.8M | ||
| Q3 24 | — | $37.2M | ||
| Q2 24 | — | $64.6M |
总债务
FBNC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | $92.4M | $344.3M | ||
| Q2 25 | $92.2M | $346.5M | ||
| Q1 25 | $92.1M | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | $91.7M | $349.1M | ||
| Q2 24 | $91.5M | $350.0M |
股东权益
FBNC
RBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | — | $449.0M | ||
| Q3 25 | $1.6B | $360.1M | ||
| Q2 25 | $1.6B | $370.4M | ||
| Q1 25 | $1.5B | $381.8M | ||
| Q4 24 | — | $404.6M | ||
| Q3 24 | $1.5B | $395.5M | ||
| Q2 24 | $1.4B | $405.0M |
总资产
FBNC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $12.8B | $1.1B | ||
| Q2 25 | $12.6B | $1.1B | ||
| Q1 25 | $12.4B | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $12.2B | $1.1B | ||
| Q2 24 | $12.1B | $1.1B |
负债/权益比
FBNC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | 0.06× | 0.96× | ||
| Q2 25 | 0.06× | 0.94× | ||
| Q1 25 | 0.06× | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | 0.06× | 0.88× | ||
| Q2 24 | 0.07× | 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 | $49.7M | — |
| 自由现金流经营现金流 - 资本支出 | $48.2M | — |
| 自由现金流率自由现金流/营收 | 53.8% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 2.44× | — |
| 过去12个月自由现金流最近4个季度 | $182.9M | — |
8季度趋势,按日历期对齐
经营现金流
FBNC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $29.2M | ||
| Q3 25 | $49.7M | $26.5M | ||
| Q2 25 | $45.7M | $-795.0K | ||
| Q1 25 | $52.6M | $-3.5M | ||
| Q4 24 | — | $61.8M | ||
| Q3 24 | $38.4M | $-14.8M | ||
| Q2 24 | $87.7M | $-9.8M |
自由现金流
FBNC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $27.3M | ||
| Q3 25 | $48.2M | $21.0M | ||
| Q2 25 | $44.3M | $-6.5M | ||
| Q1 25 | $52.4M | $-15.7M | ||
| Q4 24 | — | $53.8M | ||
| Q3 24 | $38.0M | $-23.7M | ||
| Q2 24 | $87.6M | $-12.9M |
自由现金流率
FBNC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | 53.8% | 9.7% | ||
| Q2 25 | 39.9% | -2.9% | ||
| Q1 25 | 49.5% | -8.7% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | 39.3% | -11.3% | ||
| Q2 24 | 91.6% | -6.7% |
资本支出强度
FBNC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | 1.6% | 2.6% | ||
| Q2 25 | 1.2% | 2.6% | ||
| Q1 25 | 0.2% | 6.7% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | 0.5% | 4.2% | ||
| Q2 24 | 0.1% | 1.6% |
现金转化率
FBNC
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.44× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.06× | — | ||
| Q2 24 | 3.06× | — |
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
FBNC
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |