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百胜餐饮集团（LCUT）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
百胜餐饮集团的季度营收约是Ribbon Communications Inc.的1.3倍（$204.1M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 8.9%，领先45.9%），百胜餐饮集团同比增速更快（-5.2% vs -10.3%），过去两年百胜餐饮集团的营收复合增速更高（19.8% vs -8.1%）
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
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。
LCUT vs RBBN — 直观对比
营收规模更大
LCUT
是对方的1.3倍
$162.6M
营收增速更快
LCUT
高出5.1%
-10.3%
净利率更高
RBBN
高出45.9%
8.9%
两年增速更快
LCUT
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $204.1M | $162.6M |
| 净利润 | $18.2M | $89.1M |
| 毛利率 | 38.6% | 42.9% |
| 营业利润率 | 9.8% | 37.6% |
| 净利率 | 8.9% | 54.8% |
| 营收同比 | -5.2% | -10.3% |
| 净利润同比 | 103.5% | — |
| 每股收益（稀释后） | $0.83 | $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LCUTRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $204.1M | $227.3M | ||
| Q3 25 | $171.9M | $215.4M | ||
| Q2 25 | $131.9M | $220.6M | ||
| Q1 25 | $140.1M | $181.3M | ||
| Q4 24 | $215.2M | $251.4M | ||
| Q3 24 | $183.8M | $210.2M | ||
| Q2 24 | $141.7M | $192.6M |
净利润LCUTRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $18.2M | — | ||
| Q3 25 | $-1.2M | $-12.1M | ||
| Q2 25 | $-39.7M | $-11.1M | ||
| Q1 25 | $-4.2M | $-26.2M | ||
| Q4 24 | $8.9M | — | ||
| Q3 24 | $344.0K | $-13.4M | ||
| Q2 24 | $-18.2M | $-16.8M |
毛利率LCUTRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 38.6% | 53.3% | ||
| Q3 25 | 35.1% | 50.1% | ||
| Q2 25 | 38.6% | 49.6% | ||
| Q1 25 | 36.1% | 45.4% | ||
| Q4 24 | 37.7% | 55.7% | ||
| Q3 24 | 36.7% | 52.1% | ||
| Q2 24 | 38.5% | 50.8% |
营业利润率LCUTRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 9.8% | 4.1% | ||
| Q3 25 | 3.9% | 1.3% | ||
| Q2 25 | -28.2% | 1.9% | ||
| Q1 25 | 0.8% | -10.8% | ||
| Q4 24 | 7.2% | 13.2% | ||
| Q3 24 | 4.7% | -0.4% | ||
| Q2 24 | 0.8% | -1.0% |
净利率LCUTRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 8.9% | — | ||
| Q3 25 | -0.7% | -5.6% | ||
| Q2 25 | -30.1% | -5.0% | ||
| Q1 25 | -3.0% | -14.5% | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 0.2% | -6.4% | ||
| Q2 24 | -12.8% | -8.7% |
每股收益（稀释后）LCUTRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.83 | $0.50 | ||
| Q3 25 | $-0.05 | $-0.07 | ||
| Q2 25 | $-1.83 | $-0.06 | ||
| Q1 25 | $-0.19 | $-0.15 | ||
| Q4 24 | $0.41 | $0.05 | ||
| Q3 24 | $0.02 | $-0.08 | ||
| Q2 24 | $-0.85 | $-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 | $4.3M | $67.6M |
| 总债务越低越好 | $135.0M | — |
| 股东权益账面价值 | $202.3M | $419.1M |
| 总资产 | $572.6M | — |
| 负债/权益比越低杠杆越低 | 0.67× | — |
8季度趋势，按日历期对齐
现金及短期投资LCUTRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $4.3M | $96.4M | ||
| Q3 25 | $12.1M | $74.8M | ||
| Q2 25 | $12.0M | $60.5M | ||
| Q1 25 | $10.4M | $71.2M | ||
| Q4 24 | $2.9M | $87.8M | ||
| Q3 24 | $6.0M | $37.2M | ||
| Q2 24 | $3.4M | $64.6M |
总债务LCUTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $135.0M | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | $142.5M | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益LCUTRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $202.3M | $449.0M | ||
| Q3 25 | $184.6M | $360.1M | ||
| Q2 25 | $185.8M | $370.4M | ||
| Q1 25 | $225.7M | $381.8M | ||
| Q4 24 | $229.9M | $404.6M | ||
| Q3 24 | $220.9M | $395.5M | ||
| Q2 24 | $219.8M | $405.0M |
总资产LCUTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $572.6M | $1.2B | ||
| Q3 25 | $581.1M | $1.1B | ||
| Q2 25 | $551.9M | $1.1B | ||
| Q1 25 | $594.6M | $1.1B | ||
| Q4 24 | $634.3M | $1.2B | ||
| Q3 24 | $668.7M | $1.1B | ||
| Q2 24 | $617.0M | $1.1B |
负债/权益比LCUTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.67× | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | 0.62× | 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 | $3.7M | — |
| 自由现金流经营现金流 - 资本支出 | $2.6M | — |
| 自由现金流率自由现金流/营收 | 1.3% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 0.21× | — |
| 过去12个月自由现金流最近4个季度 | $3.3M | — |
8季度趋势，按日历期对齐
经营现金流LCUTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $3.7M | $29.2M | ||
| Q3 25 | $-22.2M | $26.5M | ||
| Q2 25 | $9.3M | $-795.0K | ||
| Q1 25 | $16.7M | $-3.5M | ||
| Q4 24 | $20.3M | $61.8M | ||
| Q3 24 | $-22.7M | $-14.8M | ||
| Q2 24 | $10.4M | $-9.8M |
自由现金流LCUTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $2.6M | $27.3M | ||
| Q3 25 | $-22.7M | $21.0M | ||
| Q2 25 | $8.2M | $-6.5M | ||
| Q1 25 | $15.1M | $-15.7M | ||
| Q4 24 | $19.7M | $53.8M | ||
| Q3 24 | $-23.2M | $-23.7M | ||
| Q2 24 | $9.9M | $-12.9M |
自由现金流率LCUTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 12.0% | ||
| Q3 25 | -13.2% | 9.7% | ||
| Q2 25 | 6.2% | -2.9% | ||
| Q1 25 | 10.8% | -8.7% | ||
| Q4 24 | 9.1% | 21.4% | ||
| Q3 24 | -12.6% | -11.3% | ||
| Q2 24 | 7.0% | -6.7% |
资本支出强度LCUTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 0.9% | ||
| Q3 25 | 0.3% | 2.6% | ||
| Q2 25 | 0.9% | 2.6% | ||
| Q1 25 | 1.1% | 6.7% | ||
| Q4 24 | 0.3% | 3.2% | ||
| Q3 24 | 0.3% | 4.2% | ||
| Q2 24 | 0.4% | 1.6% |
现金转化率LCUTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | -65.89× | — | ||
| 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
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
