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IDT CORP（IDT）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
IDT CORP的季度营收约是Ribbon Communications Inc.的2.0倍（$322.8M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 6.9%，领先47.8%），IDT CORP同比增速更快（4.3% vs -10.3%），过去两年IDT CORP的营收复合增速更高（4.4% vs -8.1%）
IDT集团是一家跨国企业，总部位于美国新泽西州纽瓦克市，主营云通信、统一通信、销售点系统业务，同时为特定客户提供金融外汇服务，旗下拥有面向企业与消费者的多条业务线，知名产品包括Boss Revolution预付费电话卡。
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。
IDT vs RBBN — 直观对比
营收规模更大
IDT
是对方的2.0倍
$162.6M
营收增速更快
IDT
高出14.6%
-10.3%
净利率更高
RBBN
高出47.8%
6.9%
两年增速更快
IDT
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $322.8M | $162.6M |
| 净利润 | $22.4M | $89.1M |
| 毛利率 | 36.6% | 42.9% |
| 营业利润率 | 9.6% | 37.6% |
| 净利率 | 6.9% | 54.8% |
| 营收同比 | 4.3% | -10.3% |
| 净利润同比 | 29.6% | — |
| 每股收益（稀释后） | $0.89 | $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IDTRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $322.8M | $227.3M | ||
| Q3 25 | $316.6M | $215.4M | ||
| Q2 25 | $302.0M | $220.6M | ||
| Q1 25 | $303.3M | $181.3M | ||
| Q4 24 | $309.6M | $251.4M | ||
| Q3 24 | $308.8M | $210.2M | ||
| Q2 24 | $299.6M | $192.6M |
净利润IDTRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $22.4M | — | ||
| Q3 25 | $16.9M | $-12.1M | ||
| Q2 25 | $21.7M | $-11.1M | ||
| Q1 25 | $20.3M | $-26.2M | ||
| Q4 24 | $17.2M | — | ||
| Q3 24 | $36.8M | $-13.4M | ||
| Q2 24 | $5.6M | $-16.8M |
毛利率IDTRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 36.6% | 53.3% | ||
| Q3 25 | 36.2% | 50.1% | ||
| Q2 25 | 37.1% | 49.6% | ||
| Q1 25 | 37.0% | 45.4% | ||
| Q4 24 | 34.8% | 55.7% | ||
| Q3 24 | 33.1% | 52.1% | ||
| Q2 24 | 32.4% | 50.8% |
营业利润率IDTRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 9.6% | 4.1% | ||
| Q3 25 | 6.9% | 1.3% | ||
| Q2 25 | 8.8% | 1.9% | ||
| Q1 25 | 9.3% | -10.8% | ||
| Q4 24 | 7.6% | 13.2% | ||
| Q3 24 | 6.5% | -0.4% | ||
| Q2 24 | 3.8% | -1.0% |
净利率IDTRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 6.9% | — | ||
| Q3 25 | 5.3% | -5.6% | ||
| Q2 25 | 7.2% | -5.0% | ||
| Q1 25 | 6.7% | -14.5% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 11.9% | -6.4% | ||
| Q2 24 | 1.9% | -8.7% |
每股收益（稀释后）IDTRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.89 | $0.50 | ||
| Q3 25 | $0.67 | $-0.07 | ||
| Q2 25 | $0.86 | $-0.06 | ||
| Q1 25 | $0.80 | $-0.15 | ||
| Q4 24 | $0.68 | $0.05 | ||
| Q3 24 | $1.45 | $-0.08 | ||
| Q2 24 | $0.22 | $-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 | $189.3M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $320.7M | $419.1M |
| 总资产 | $654.9M | — |
| 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IDTRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $189.3M | $96.4M | ||
| Q3 25 | $226.5M | $74.8M | ||
| Q2 25 | $199.9M | $60.5M | ||
| Q1 25 | $142.2M | $71.2M | ||
| Q4 24 | $148.0M | $87.8M | ||
| Q3 24 | $164.6M | $37.2M | ||
| Q2 24 | $139.8M | $64.6M |
总债务IDTRBBN
| 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IDTRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $320.7M | $449.0M | ||
| Q3 25 | $305.1M | $360.1M | ||
| Q2 25 | $286.2M | $370.4M | ||
| Q1 25 | $271.6M | $381.8M | ||
| Q4 24 | $260.6M | $404.6M | ||
| Q3 24 | $246.2M | $395.5M | ||
| Q2 24 | $214.5M | $405.0M |
总资产IDTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $654.9M | $1.2B | ||
| Q3 25 | $626.2M | $1.1B | ||
| Q2 25 | $600.9M | $1.1B | ||
| Q1 25 | $575.7M | $1.1B | ||
| Q4 24 | $554.6M | $1.2B | ||
| Q3 24 | $550.1M | $1.1B | ||
| Q2 24 | $517.3M | $1.1B |
负债/权益比IDTRBBN
| 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 | $-10.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-16.0M | — |
| 自由现金流率自由现金流/营收 | -4.9% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | -0.45× | — |
| 过去12个月自由现金流最近4个季度 | $95.4M | — |
8季度趋势，按日历期对齐
经营现金流IDTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-10.1M | $29.2M | ||
| Q3 25 | $31.0M | $26.5M | ||
| Q2 25 | $75.7M | $-795.0K | ||
| Q1 25 | $20.2M | $-3.5M | ||
| Q4 24 | $164.0K | $61.8M | ||
| Q3 24 | $25.4M | $-14.8M | ||
| Q2 24 | $9.5M | $-9.8M |
自由现金流IDTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-16.0M | $27.3M | ||
| Q3 25 | $25.7M | $21.0M | ||
| Q2 25 | $70.3M | $-6.5M | ||
| Q1 25 | $15.3M | $-15.7M | ||
| Q4 24 | $-5.1M | $53.8M | ||
| Q3 24 | $20.1M | $-23.7M | ||
| Q2 24 | $4.7M | $-12.9M |
自由现金流率IDTRBBN
| Q1 26 | — | — | ||
| Q4 25 | -4.9% | 12.0% | ||
| Q3 25 | 8.1% | 9.7% | ||
| Q2 25 | 23.3% | -2.9% | ||
| Q1 25 | 5.1% | -8.7% | ||
| Q4 24 | -1.7% | 21.4% | ||
| Q3 24 | 6.5% | -11.3% | ||
| Q2 24 | 1.6% | -6.7% |
资本支出强度IDTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 0.9% | ||
| Q3 25 | 1.7% | 2.6% | ||
| Q2 25 | 1.8% | 2.6% | ||
| Q1 25 | 1.6% | 6.7% | ||
| Q4 24 | 1.7% | 3.2% | ||
| Q3 24 | 1.7% | 4.2% | ||
| Q2 24 | 1.6% | 1.6% |
现金转化率IDTRBBN
| Q1 26 | — | — | ||
| Q4 25 | -0.45× | — | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 3.49× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 1.71× | — |
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
IDT
| IDT Digital Payments | $104.4M | 32% |
| IDT Global | $60.2M | 19% |
| BOSS Revolution | $45.7M | 14% |
| National Retail Solutions | $39.3M | 12% |
| BOSS Revolution Money Transfer | $36.3M | 11% |
| Net2phone | $23.9M | 7% |
| Other | $8.0M | 2% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
