vs
InnovAge Holding Corp.（INNV）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
InnovAge Holding Corp.的季度营收约是Ribbon Communications Inc.的1.5倍（$239.7M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 4.4%，领先50.3%），InnovAge Holding Corp.同比增速更快（14.7% vs -10.3%），过去两年InnovAge Holding Corp.的营收复合增速更高（11.4% vs -8.1%）
InnovAge Holding Corp是美国领先的老年护理服务商，主要运营老年人全包护理项目（PACE），为符合条件的高龄群体提供综合医疗、社会支持与日常生活协助，帮助老人居家养老，服务覆盖美国多个州。
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。
INNV vs RBBN — 直观对比
营收规模更大
INNV
是对方的1.5倍
$162.6M
营收增速更快
INNV
高出25.0%
-10.3%
净利率更高
RBBN
高出50.3%
4.4%
两年增速更快
INNV
近两年复合增速
-8.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $239.7M | $162.6M |
| 净利润 | $10.6M | $89.1M |
| 毛利率 | 22.0% | 42.9% |
| 营业利润率 | 5.5% | 37.6% |
| 净利率 | 4.4% | 54.8% |
| 营收同比 | 14.7% | -10.3% |
| 净利润同比 | 180.3% | — |
| 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INNVRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $239.7M | $227.3M | ||
| Q3 25 | $236.1M | $215.4M | ||
| Q2 25 | $221.4M | $220.6M | ||
| Q1 25 | $218.1M | $181.3M | ||
| Q4 24 | $209.0M | $251.4M | ||
| Q3 24 | $205.1M | $210.2M | ||
| Q2 24 | $199.4M | $192.6M |
净利润INNVRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $10.6M | — | ||
| Q3 25 | $8.0M | $-12.1M | ||
| Q2 25 | $-785.0K | $-11.1M | ||
| Q1 25 | $-11.4M | $-26.2M | ||
| Q4 24 | $-13.2M | — | ||
| Q3 24 | $-4.9M | $-13.4M | ||
| Q2 24 | $-1.7M | $-16.8M |
毛利率INNVRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 22.0% | 53.3% | ||
| Q3 25 | 21.8% | 50.1% | ||
| Q2 25 | 18.6% | 49.6% | ||
| Q1 25 | 18.7% | 45.4% | ||
| Q4 24 | 17.7% | 55.7% | ||
| Q3 24 | 16.8% | 52.1% | ||
| Q2 24 | 18.3% | 50.8% |
营业利润率INNVRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 5.5% | 4.1% | ||
| Q3 25 | 3.5% | 1.3% | ||
| Q2 25 | -1.0% | 1.9% | ||
| Q1 25 | -4.7% | -10.8% | ||
| Q4 24 | -6.0% | 13.2% | ||
| Q3 24 | -2.4% | -0.4% | ||
| Q2 24 | -2.4% | -1.0% |
净利率INNVRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 3.4% | -5.6% | ||
| Q2 25 | -0.4% | -5.0% | ||
| Q1 25 | -5.2% | -14.5% | ||
| Q4 24 | -6.3% | — | ||
| Q3 24 | -2.4% | -6.4% | ||
| Q2 24 | -0.9% | -8.7% |
每股收益（稀释后）INNVRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.08 | $0.50 | ||
| Q3 25 | $0.06 | $-0.07 | ||
| Q2 25 | $0.00 | $-0.06 | ||
| Q1 25 | $-0.08 | $-0.15 | ||
| Q4 24 | $-0.10 | $0.05 | ||
| Q3 24 | $-0.04 | $-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 | $126.0M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $256.8M | $419.1M |
| 总资产 | $527.5M | — |
| 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INNVRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $126.0M | $96.4M | ||
| Q3 25 | $109.4M | $74.8M | ||
| Q2 25 | $105.9M | $60.5M | ||
| Q1 25 | $101.7M | $71.2M | ||
| Q4 24 | $86.9M | $87.8M | ||
| Q3 24 | $85.7M | $37.2M | ||
| Q2 24 | $102.8M | $64.6M |
总债务INNVRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | $60.0M | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | $66.0M | $350.0M |
股东权益INNVRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $256.8M | $449.0M | ||
| Q3 25 | $245.0M | $360.1M | ||
| Q2 25 | $235.0M | $370.4M | ||
| Q1 25 | $238.0M | $381.8M | ||
| Q4 24 | $248.5M | $404.6M | ||
| Q3 24 | $260.9M | $395.5M | ||
| Q2 24 | $269.3M | $405.0M |
总资产INNVRBBN
| Q1 26 | — | — | ||
| Q4 25 | $527.5M | $1.2B | ||
| Q3 25 | $510.2M | $1.1B | ||
| Q2 25 | $526.9M | $1.1B | ||
| Q1 25 | $536.6M | $1.1B | ||
| Q4 24 | $524.8M | $1.2B | ||
| Q3 24 | $527.7M | $1.1B | ||
| Q2 24 | $547.7M | $1.1B |
负债/权益比INNVRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | 0.26× | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | 0.25× | 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 | $21.4M | — |
| 自由现金流经营现金流 - 资本支出 | $19.0M | — |
| 自由现金流率自由现金流/营收 | 7.9% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 2.01× | — |
| 过去12个月自由现金流最近4个季度 | $49.4M | — |
8季度趋势，按日历期对齐
经营现金流INNVRBBN
| Q1 26 | — | — | ||
| Q4 25 | $21.4M | $29.2M | ||
| Q3 25 | $3.9M | $26.5M | ||
| Q2 25 | $9.0M | $-795.0K | ||
| Q1 25 | $24.6M | $-3.5M | ||
| Q4 24 | $6.8M | $61.8M | ||
| Q3 24 | $-7.5M | $-14.8M | ||
| Q2 24 | $1.9M | $-9.8M |
自由现金流INNVRBBN
| Q1 26 | — | — | ||
| Q4 25 | $19.0M | $27.3M | ||
| Q3 25 | $-153.0K | $21.0M | ||
| Q2 25 | $8.8M | $-6.5M | ||
| Q1 25 | $21.7M | $-15.7M | ||
| Q4 24 | $5.4M | $53.8M | ||
| Q3 24 | $-9.7M | $-23.7M | ||
| Q2 24 | $-1.4M | $-12.9M |
自由现金流率INNVRBBN
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 12.0% | ||
| Q3 25 | -0.1% | 9.7% | ||
| Q2 25 | 4.0% | -2.9% | ||
| Q1 25 | 10.0% | -8.7% | ||
| Q4 24 | 2.6% | 21.4% | ||
| Q3 24 | -4.7% | -11.3% | ||
| Q2 24 | -0.7% | -6.7% |
资本支出强度INNVRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 1.7% | 2.6% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | 1.3% | 6.7% | ||
| Q4 24 | 0.6% | 3.2% | ||
| Q3 24 | 1.1% | 4.2% | ||
| Q2 24 | 1.7% | 1.6% |
现金转化率INNVRBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.01× | — | ||
| Q3 25 | 0.49× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
INNV
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
