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Gogo Inc.（GOGO）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
Gogo Inc.的季度营收约是Ribbon Communications Inc.的1.4倍（$230.6M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs -4.3%，领先59.1%），Gogo Inc.同比增速更快（67.3% vs -10.3%），过去两年Gogo Inc.的营收复合增速更高（48.7% vs -8.1%）
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商，总部位于科罗拉多州布鲁姆菲尔德。截至目前，已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务，2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
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。
GOGO vs RBBN — 直观对比
营收规模更大
GOGO
是对方的1.4倍
$162.6M
营收增速更快
GOGO
高出77.6%
-10.3%
净利率更高
RBBN
高出59.1%
-4.3%
两年增速更快
GOGO
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $230.6M | $162.6M |
| 净利润 | $-10.0M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 6.2% | 37.6% |
| 净利率 | -4.3% | 54.8% |
| 营收同比 | 67.3% | -10.3% |
| 净利润同比 | 64.6% | — |
| 每股收益（稀释后） | $-0.08 | $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GOGORBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $230.6M | $227.3M | ||
| Q3 25 | $223.6M | $215.4M | ||
| Q2 25 | $226.0M | $220.6M | ||
| Q1 25 | $230.3M | $181.3M | ||
| Q4 24 | $137.8M | $251.4M | ||
| Q3 24 | $100.5M | $210.2M | ||
| Q2 24 | $102.1M | $192.6M |
净利润GOGORBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-10.0M | — | ||
| Q3 25 | $-1.9M | $-12.1M | ||
| Q2 25 | $12.8M | $-11.1M | ||
| Q1 25 | $12.0M | $-26.2M | ||
| Q4 24 | $-28.2M | — | ||
| Q3 24 | $10.6M | $-13.4M | ||
| Q2 24 | $839.0K | $-16.8M |
毛利率GOGORBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | 87.8% | 49.6% | ||
| Q1 25 | 87.3% | 45.4% | ||
| Q4 24 | — | 55.7% | ||
| Q3 24 | — | 52.1% | ||
| Q2 24 | — | 50.8% |
营业利润率GOGORBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 6.2% | 4.1% | ||
| Q3 25 | 12.9% | 1.3% | ||
| Q2 25 | 15.9% | 1.9% | ||
| Q1 25 | 15.3% | -10.8% | ||
| Q4 24 | -17.5% | 13.2% | ||
| Q3 24 | 19.0% | -0.4% | ||
| Q2 24 | 21.2% | -1.0% |
净利率GOGORBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -4.3% | — | ||
| Q3 25 | -0.9% | -5.6% | ||
| Q2 25 | 5.7% | -5.0% | ||
| Q1 25 | 5.2% | -14.5% | ||
| Q4 24 | -20.5% | — | ||
| Q3 24 | 10.6% | -6.4% | ||
| Q2 24 | 0.8% | -8.7% |
每股收益（稀释后）GOGORBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.08 | $0.50 | ||
| Q3 25 | $-0.01 | $-0.07 | ||
| Q2 25 | $0.09 | $-0.06 | ||
| Q1 25 | $0.09 | $-0.15 | ||
| Q4 24 | $-0.22 | $0.05 | ||
| Q3 24 | $0.08 | $-0.08 | ||
| Q2 24 | $0.01 | $-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 | $125.2M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $101.1M | $419.1M |
| 总资产 | $1.3B | — |
| 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GOGORBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $125.2M | $96.4M | ||
| Q3 25 | $133.6M | $74.8M | ||
| Q2 25 | $102.1M | $60.5M | ||
| Q1 25 | $70.3M | $71.2M | ||
| Q4 24 | $41.8M | $87.8M | ||
| Q3 24 | $176.7M | $37.2M | ||
| Q2 24 | $161.6M | $64.6M |
总债务GOGORBBN
| 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GOGORBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $101.1M | $449.0M | ||
| Q3 25 | $107.0M | $360.1M | ||
| Q2 25 | $102.8M | $370.4M | ||
| Q1 25 | $82.9M | $381.8M | ||
| Q4 24 | $69.3M | $404.6M | ||
| Q3 24 | $52.7M | $395.5M | ||
| Q2 24 | $52.0M | $405.0M |
总资产GOGORBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $810.7M | $1.1B | ||
| Q2 24 | $802.7M | $1.1B |
负债/权益比GOGORBBN
| 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 | $8.5M | — |
| 自由现金流经营现金流 - 资本支出 | $-25.4M | — |
| 自由现金流率自由现金流/营收 | -11.0% | — |
| 资本支出强度资本支出/营收 | 14.7% | — |
| 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 | $65.1M | — |
8季度趋势，按日历期对齐
经营现金流GOGORBBN
| Q1 26 | — | — | ||
| Q4 25 | $8.5M | $29.2M | ||
| Q3 25 | $46.8M | $26.5M | ||
| Q2 25 | $36.7M | $-795.0K | ||
| Q1 25 | $32.5M | $-3.5M | ||
| Q4 24 | $-38.3M | $61.8M | ||
| Q3 24 | $25.1M | $-14.8M | ||
| Q2 24 | $24.9M | $-9.8M |
自由现金流GOGORBBN
| Q1 26 | — | — | ||
| Q4 25 | $-25.4M | $27.3M | ||
| Q3 25 | $27.3M | $21.0M | ||
| Q2 25 | $33.5M | $-6.5M | ||
| Q1 25 | $29.7M | $-15.7M | ||
| Q4 24 | $-42.6M | $53.8M | ||
| Q3 24 | $20.7M | $-23.7M | ||
| Q2 24 | $21.6M | $-12.9M |
自由现金流率GOGORBBN
| Q1 26 | — | — | ||
| Q4 25 | -11.0% | 12.0% | ||
| Q3 25 | 12.2% | 9.7% | ||
| Q2 25 | 14.8% | -2.9% | ||
| Q1 25 | 12.9% | -8.7% | ||
| Q4 24 | -30.9% | 21.4% | ||
| Q3 24 | 20.6% | -11.3% | ||
| Q2 24 | 21.1% | -6.7% |
资本支出强度GOGORBBN
| Q1 26 | — | — | ||
| Q4 25 | 14.7% | 0.9% | ||
| Q3 25 | 8.7% | 2.6% | ||
| Q2 25 | 1.4% | 2.6% | ||
| Q1 25 | 1.2% | 6.7% | ||
| Q4 24 | 3.1% | 3.2% | ||
| Q3 24 | 4.4% | 4.2% | ||
| Q2 24 | 3.3% | 1.6% |
现金转化率GOGORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.87× | — | ||
| Q1 25 | 2.70× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 29.74× | — |
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
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
