vs
Hayward Holdings, Inc.（HAYW）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
Hayward Holdings, Inc.的季度营收约是Ribbon Communications Inc.的1.6倍（$255.2M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 9.2%，领先45.6%），Hayward Holdings, Inc.同比增速更快（11.5% vs -10.3%），过去两年Hayward Holdings, Inc.的营收复合增速更高（-5.3% vs -8.1%）
海沃德控股前身为巴特利特-海沃德公司，是美国本土金属加工企业，总部位于马里兰州巴尔的摩，业务涵盖大型铸造、制造及工程建造板块。公司创立于19世纪30年代，1925年之前保持独立运营，1927年被科伯斯公司收购，之后长期作为其旗下事业部开展业务。
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。
HAYW vs RBBN — 直观对比
营收规模更大
HAYW
是对方的1.6倍
$162.6M
营收增速更快
HAYW
高出21.8%
-10.3%
净利率更高
RBBN
高出45.6%
9.2%
两年增速更快
HAYW
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $255.2M | $162.6M |
| 净利润 | $23.4M | $89.1M |
| 毛利率 | 46.5% | 42.9% |
| 营业利润率 | 16.6% | 37.6% |
| 净利率 | 9.2% | 54.8% |
| 营收同比 | 11.5% | -10.3% |
| 净利润同比 | 63.0% | — |
| 每股收益（稀释后） | $0.11 | $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HAYWRBBN
| Q1 26 | $255.2M | $162.6M | ||
| Q4 25 | $349.4M | $227.3M | ||
| Q3 25 | $244.3M | $215.4M | ||
| Q2 25 | $299.6M | $220.6M | ||
| Q1 25 | $228.8M | $181.3M | ||
| Q4 24 | $327.1M | $251.4M | ||
| Q3 24 | $227.6M | $210.2M | ||
| Q2 24 | $284.4M | $192.6M |
净利润HAYWRBBN
| Q1 26 | $23.4M | $89.1M | ||
| Q4 25 | $68.4M | — | ||
| Q3 25 | $24.0M | $-12.1M | ||
| Q2 25 | $44.8M | $-11.1M | ||
| Q1 25 | $14.3M | $-26.2M | ||
| Q4 24 | $54.7M | — | ||
| Q3 24 | $16.5M | $-13.4M | ||
| Q2 24 | $37.6M | $-16.8M |
毛利率HAYWRBBN
| Q1 26 | 46.5% | 42.9% | ||
| Q4 25 | 40.7% | 53.3% | ||
| Q3 25 | 51.2% | 50.1% | ||
| Q2 25 | 52.7% | 49.6% | ||
| Q1 25 | 49.5% | 45.4% | ||
| Q4 24 | 51.4% | 55.7% | ||
| Q3 24 | 49.7% | 52.1% | ||
| Q2 24 | 51.0% | 50.8% |
营业利润率HAYWRBBN
| Q1 26 | 16.6% | 37.6% | ||
| Q4 25 | 25.0% | 4.1% | ||
| Q3 25 | 16.8% | 1.3% | ||
| Q2 25 | 23.8% | 1.9% | ||
| Q1 25 | 14.6% | -10.8% | ||
| Q4 24 | 23.4% | 13.2% | ||
| Q3 24 | 14.7% | -0.4% | ||
| Q2 24 | 23.9% | -1.0% |
净利率HAYWRBBN
| Q1 26 | 9.2% | 54.8% | ||
| Q4 25 | 19.6% | — | ||
| Q3 25 | 9.8% | -5.6% | ||
| Q2 25 | 15.0% | -5.0% | ||
| Q1 25 | 6.3% | -14.5% | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 7.3% | -6.4% | ||
| Q2 24 | 13.2% | -8.7% |
每股收益（稀释后）HAYWRBBN
| Q1 26 | $0.11 | $0.50 | ||
| Q4 25 | $0.31 | $0.50 | ||
| Q3 25 | $0.11 | $-0.07 | ||
| Q2 25 | $0.20 | $-0.06 | ||
| Q1 25 | $0.06 | $-0.15 | ||
| Q4 24 | $0.26 | $0.05 | ||
| Q3 24 | $0.07 | $-0.08 | ||
| Q2 24 | $0.17 | $-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 | $230.7M | $67.6M |
| 总债务越低越好 | $11.1M | — |
| 股东权益账面价值 | $1.6B | $419.1M |
| 总资产 | $3.1B | — |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资HAYWRBBN
| Q1 26 | $230.7M | $67.6M | ||
| Q4 25 | $399.1M | $96.4M | ||
| Q3 25 | $448.3M | $74.8M | ||
| Q2 25 | $365.1M | $60.5M | ||
| Q1 25 | $181.3M | $71.2M | ||
| Q4 24 | $196.6M | $87.8M | ||
| Q3 24 | $274.2M | $37.2M | ||
| Q2 24 | $215.1M | $64.6M |
总债务HAYWRBBN
| Q1 26 | $11.1M | — | ||
| Q4 25 | $943.5M | $342.1M | ||
| Q3 25 | $947.7M | $344.3M | ||
| Q2 25 | $949.1M | $346.5M | ||
| Q1 25 | $950.4M | $347.4M | ||
| Q4 24 | $950.6M | $348.3M | ||
| Q3 24 | $959.9M | $349.1M | ||
| Q2 24 | $959.8M | $350.0M |
股东权益HAYWRBBN
| Q1 26 | $1.6B | $419.1M | ||
| Q4 25 | $1.6B | $449.0M | ||
| Q3 25 | $1.5B | $360.1M | ||
| Q2 25 | $1.5B | $370.4M | ||
| Q1 25 | $1.4B | $381.8M | ||
| Q4 24 | $1.4B | $404.6M | ||
| Q3 24 | $1.4B | $395.5M | ||
| Q2 24 | $1.4B | $405.0M |
总资产HAYWRBBN
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $1.2B | ||
| Q3 25 | $3.0B | $1.1B | ||
| Q2 25 | $3.0B | $1.1B | ||
| Q1 25 | $3.0B | $1.1B | ||
| Q4 24 | $3.0B | $1.2B | ||
| Q3 24 | $2.9B | $1.1B | ||
| Q2 24 | $2.9B | $1.1B |
负债/权益比HAYWRBBN
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.59× | 0.76× | ||
| Q3 25 | 0.62× | 0.96× | ||
| Q2 25 | 0.63× | 0.94× | ||
| Q1 25 | 0.66× | 0.91× | ||
| Q4 24 | 0.67× | 0.86× | ||
| Q3 24 | 0.70× | 0.88× | ||
| Q2 24 | 0.71× | 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 | $-150.6M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | -6.45× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流HAYWRBBN
| Q1 26 | $-150.6M | — | ||
| Q4 25 | $-26.9M | $29.2M | ||
| Q3 25 | $94.6M | $26.5M | ||
| Q2 25 | $194.2M | $-795.0K | ||
| Q1 25 | $-5.8M | $-3.5M | ||
| Q4 24 | $-63.7M | $61.8M | ||
| Q3 24 | $65.9M | $-14.8M | ||
| Q2 24 | $287.0M | $-9.8M |
自由现金流HAYWRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-35.8M | $27.3M | ||
| Q3 25 | $87.2M | $21.0M | ||
| Q2 25 | $187.3M | $-6.5M | ||
| Q1 25 | $-11.4M | $-15.7M | ||
| Q4 24 | $-70.4M | $53.8M | ||
| Q3 24 | $59.1M | $-23.7M | ||
| Q2 24 | $282.3M | $-12.9M |
自由现金流率HAYWRBBN
| Q1 26 | — | — | ||
| Q4 25 | -10.3% | 12.0% | ||
| Q3 25 | 35.7% | 9.7% | ||
| Q2 25 | 62.5% | -2.9% | ||
| Q1 25 | -5.0% | -8.7% | ||
| Q4 24 | -21.5% | 21.4% | ||
| Q3 24 | 26.0% | -11.3% | ||
| Q2 24 | 99.3% | -6.7% |
资本支出强度HAYWRBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 0.9% | ||
| Q3 25 | 3.0% | 2.6% | ||
| Q2 25 | 2.3% | 2.6% | ||
| Q1 25 | 2.4% | 6.7% | ||
| Q4 24 | 2.1% | 3.2% | ||
| Q3 24 | 3.0% | 4.2% | ||
| Q2 24 | 1.7% | 1.6% |
现金转化率HAYWRBBN
| Q1 26 | -6.45× | — | ||
| Q4 25 | -0.39× | — | ||
| Q3 25 | 3.94× | — | ||
| Q2 25 | 4.34× | — | ||
| Q1 25 | -0.41× | — | ||
| Q4 24 | -1.16× | — | ||
| Q3 24 | 4.00× | — | ||
| Q2 24 | 7.64× | — |
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
HAYW
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
