vs
Industrial Logistics Properties Trust（ILPT）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Industrial Logistics Properties Trust的1.4倍（$162.6M vs $113.9M），Ribbon Communications Inc.净利率更高（54.8% vs -1.6%，领先56.3%），Industrial Logistics Properties Trust同比增速更快（3.1% vs -10.3%），过去两年Industrial Logistics Properties Trust的营收复合增速更高（0.7% vs -8.1%）
Industrial Logistics Properties Trust是一家专注于工业与物流地产的房地产投资信托，主要在美国境内持有及运营配送中心、仓储设施与最后一公里配送物业，为电商、零售、制造及供应链运营企业提供仓储及物流运营相关配套服务。
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。
ILPT vs RBBN — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $113.9M | $162.6M |
| 净利润 | $-1.8M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | -22.1% | 37.6% |
| 净利率 | -1.6% | 54.8% |
| 营收同比 | 3.1% | -10.3% |
| 净利润同比 | 92.6% | — |
| 每股收益（稀释后） | $-0.02 | $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
| Q1 26 | — | $162.6M | ||
| Q4 25 | $113.9M | $227.3M | ||
| Q3 25 | $110.9M | $215.4M | ||
| Q2 25 | $112.1M | $220.6M | ||
| Q1 25 | $111.9M | $181.3M | ||
| Q4 24 | $110.5M | $251.4M | ||
| Q3 24 | $108.9M | $210.2M | ||
| Q2 24 | $110.6M | $192.6M |
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-1.8M | — | ||
| Q3 25 | $-21.6M | $-12.1M | ||
| Q2 25 | $-21.3M | $-11.1M | ||
| Q1 25 | $-21.5M | $-26.2M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-25.0M | $-13.4M | ||
| Q2 24 | $-23.2M | $-16.8M |
| 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% |
| Q1 26 | — | 37.6% | ||
| Q4 25 | -22.1% | 4.1% | ||
| Q3 25 | -29.4% | 1.3% | ||
| Q2 25 | -30.8% | 1.9% | ||
| Q1 25 | -26.9% | -10.8% | ||
| Q4 24 | -31.1% | 13.2% | ||
| Q3 24 | -33.5% | -0.4% | ||
| Q2 24 | -32.4% | -1.0% |
| Q1 26 | — | 54.8% | ||
| Q4 25 | -1.6% | — | ||
| Q3 25 | -19.4% | -5.6% | ||
| Q2 25 | -19.0% | -5.0% | ||
| Q1 25 | -19.2% | -14.5% | ||
| Q4 24 | -21.8% | — | ||
| Q3 24 | -22.9% | -6.4% | ||
| Q2 24 | -20.9% | -8.7% |
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.02 | $0.50 | ||
| Q3 25 | $-0.33 | $-0.07 | ||
| Q2 25 | $-0.32 | $-0.06 | ||
| Q1 25 | $-0.33 | $-0.15 | ||
| Q4 24 | $-0.37 | $0.05 | ||
| Q3 24 | $-0.38 | $-0.08 | ||
| Q2 24 | $-0.35 | $-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 | $94.8M | $67.6M |
| 总债务越低越好 | $4.2B | — |
| 股东权益账面价值 | $489.7M | $419.1M |
| 总资产 | $5.2B | — |
| 负债/权益比越低杠杆越低 | 8.56× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $67.6M | ||
| Q4 25 | $94.8M | $96.4M | ||
| Q3 25 | $83.2M | $74.8M | ||
| Q2 25 | $58.6M | $60.5M | ||
| Q1 25 | $108.0M | $71.2M | ||
| Q4 24 | $131.7M | $87.8M | ||
| Q3 24 | $153.9M | $37.2M | ||
| Q2 24 | $146.2M | $64.6M |
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $342.1M | ||
| Q3 25 | $4.2B | $344.3M | ||
| Q2 25 | $4.2B | $346.5M | ||
| Q1 25 | $4.3B | $347.4M | ||
| Q4 24 | $4.3B | $348.3M | ||
| Q3 24 | $4.3B | $349.1M | ||
| Q2 24 | $4.3B | $350.0M |
| Q1 26 | — | $419.1M | ||
| Q4 25 | $489.7M | $449.0M | ||
| Q3 25 | $494.1M | $360.1M | ||
| Q2 25 | $519.1M | $370.4M | ||
| Q1 25 | $539.5M | $381.8M | ||
| Q4 24 | $562.0M | $404.6M | ||
| Q3 24 | $585.9M | $395.5M | ||
| Q2 24 | $618.3M | $405.0M |
| Q1 26 | — | — | ||
| Q4 25 | $5.2B | $1.2B | ||
| Q3 25 | $5.2B | $1.1B | ||
| Q2 25 | $5.2B | $1.1B | ||
| Q1 25 | $5.4B | $1.1B | ||
| Q4 24 | $5.4B | $1.2B | ||
| Q3 24 | $5.5B | $1.1B | ||
| Q2 24 | $5.5B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | 8.56× | 0.76× | ||
| Q3 25 | 8.49× | 0.96× | ||
| Q2 25 | 8.09× | 0.94× | ||
| Q1 25 | 7.96× | 0.91× | ||
| Q4 24 | 7.65× | 0.86× | ||
| Q3 24 | 7.35× | 0.88× | ||
| Q2 24 | 6.96× | 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 | $60.7M | — |
| 自由现金流经营现金流 - 资本支出 | $42.0M | — |
| 自由现金流率自由现金流/营收 | 36.9% | — |
| 资本支出强度资本支出/营收 | 16.4% | — |
| 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 | $79.8M | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $60.7M | $29.2M | ||
| Q3 25 | $22.7M | $26.5M | ||
| Q2 25 | $18.4M | $-795.0K | ||
| Q1 25 | $11.4M | $-3.5M | ||
| Q4 24 | $2.0M | $61.8M | ||
| Q3 24 | $-3.4M | $-14.8M | ||
| Q2 24 | $10.8M | $-9.8M |
| Q1 26 | — | — | ||
| Q4 25 | $42.0M | $27.3M | ||
| Q3 25 | $17.6M | $21.0M | ||
| Q2 25 | $15.2M | $-6.5M | ||
| Q1 25 | $5.0M | $-15.7M | ||
| Q4 24 | $-3.7M | $53.8M | ||
| Q3 24 | $-5.9M | $-23.7M | ||
| Q2 24 | $9.4M | $-12.9M |
| Q1 26 | — | — | ||
| Q4 25 | 36.9% | 12.0% | ||
| Q3 25 | 15.9% | 9.7% | ||
| Q2 25 | 13.5% | -2.9% | ||
| Q1 25 | 4.5% | -8.7% | ||
| Q4 24 | -3.4% | 21.4% | ||
| Q3 24 | -5.5% | -11.3% | ||
| Q2 24 | 8.5% | -6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 16.4% | 0.9% | ||
| Q3 25 | 4.6% | 2.6% | ||
| Q2 25 | 2.9% | 2.6% | ||
| Q1 25 | 5.7% | 6.7% | ||
| Q4 24 | 5.2% | 3.2% | ||
| Q3 24 | 2.3% | 4.2% | ||
| Q2 24 | 1.3% | 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
ILPT
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
