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Leslie's, Inc.（LESL）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Leslie's, Inc.的1.1倍（$162.6M vs $147.1M），Ribbon Communications Inc.净利率更高（54.8% vs -56.4%，领先111.2%），Ribbon Communications Inc.同比增速更快（-10.3% vs -16.0%），过去两年Ribbon Communications Inc.的营收复合增速更高（-8.1% vs -11.7%）
莱斯利公司（Leslie's, Inc.）主营游泳池相关用品零售，旗下运营莱斯利游泳池用品品牌，是全球规模最大的游泳池用品零售商。公司总部坐落于美国亚利桑那州凤凰城，在亚利桑那、加利福尼亚、佛罗里达、佐治亚及得克萨斯等州拥有极强的零售布局优势。
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。
LESL vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.1倍
$147.1M
营收增速更快
RBBN
高出5.7%
-16.0%
净利率更高
RBBN
高出111.2%
-56.4%
两年增速更快
RBBN
近两年复合增速
-11.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $147.1M | $162.6M |
| 净利润 | $-83.0M | $89.1M |
| 毛利率 | 18.4% | 42.9% |
| 营业利润率 | -46.7% | 37.6% |
| 净利率 | -56.4% | 54.8% |
| 营收同比 | -16.0% | -10.3% |
| 净利润同比 | -86.2% | — |
| 每股收益（稀释后） | $-8.92 | $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LESLRBBN
| Q1 26 | $147.1M | $162.6M | ||
| Q4 25 | $389.2M | $227.3M | ||
| Q3 25 | — | $215.4M | ||
| Q2 25 | $500.3M | $220.6M | ||
| Q1 25 | $177.1M | $181.3M | ||
| Q4 24 | $175.2M | $251.4M | ||
| Q3 24 | $397.9M | $210.2M | ||
| Q2 24 | $569.6M | $192.6M |
净利润LESLRBBN
| Q1 26 | $-83.0M | $89.1M | ||
| Q4 25 | $-162.8M | — | ||
| Q3 25 | — | $-12.1M | ||
| Q2 25 | $21.7M | $-11.1M | ||
| Q1 25 | $-51.3M | $-26.2M | ||
| Q4 24 | $-44.6M | — | ||
| Q3 24 | $-9.9M | $-13.4M | ||
| Q2 24 | $60.6M | $-16.8M |
毛利率LESLRBBN
| Q1 26 | 18.4% | 42.9% | ||
| Q4 25 | 38.6% | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | 39.6% | 49.6% | ||
| Q1 25 | 24.8% | 45.4% | ||
| Q4 24 | 27.2% | 55.7% | ||
| Q3 24 | 36.0% | 52.1% | ||
| Q2 24 | 40.2% | 50.8% |
营业利润率LESLRBBN
| Q1 26 | -46.7% | 37.6% | ||
| Q4 25 | -38.6% | 4.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | 13.7% | 1.9% | ||
| Q1 25 | -27.3% | -10.8% | ||
| Q4 24 | -22.7% | 13.2% | ||
| Q3 24 | 6.6% | -0.4% | ||
| Q2 24 | 17.2% | -1.0% |
净利率LESLRBBN
| Q1 26 | -56.4% | 54.8% | ||
| Q4 25 | -41.8% | — | ||
| Q3 25 | — | -5.6% | ||
| Q2 25 | 4.3% | -5.0% | ||
| Q1 25 | -29.0% | -14.5% | ||
| Q4 24 | -25.4% | — | ||
| Q3 24 | -2.5% | -6.4% | ||
| Q2 24 | 10.6% | -8.7% |
每股收益（稀释后）LESLRBBN
| Q1 26 | $-8.92 | $0.50 | ||
| Q4 25 | $-20.59 | $0.50 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | $0.12 | $-0.06 | ||
| Q1 25 | $-0.28 | $-0.15 | ||
| Q4 24 | $-4.82 | $0.05 | ||
| Q3 24 | $-2.46 | $-0.08 | ||
| Q2 24 | $0.33 | $-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 | $3.6M | $67.6M |
| 总债务越低越好 | $781.6M | — |
| 股东权益账面价值 | $-489.9M | $419.1M |
| 总资产 | $649.4M | — |
| 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LESLRBBN
| Q1 26 | $3.6M | $67.6M | ||
| Q4 25 | $64.3M | $96.4M | ||
| Q3 25 | — | $74.8M | ||
| Q2 25 | $42.7M | $60.5M | ||
| Q1 25 | $17.3M | $71.2M | ||
| Q4 24 | $11.6M | $87.8M | ||
| Q3 24 | $108.5M | $37.2M | ||
| Q2 24 | $74.4M | $64.6M |
总债务LESLRBBN
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | $776.6M | $346.5M | ||
| Q1 25 | $858.1M | $347.4M | ||
| Q4 24 | $796.6M | $348.3M | ||
| Q3 24 | $783.7M | $349.1M | ||
| Q2 24 | $783.7M | $350.0M |
股东权益LESLRBBN
| Q1 26 | $-489.9M | $419.1M | ||
| Q4 25 | $-408.0M | $449.0M | ||
| Q3 25 | — | $360.1M | ||
| Q2 25 | $-246.2M | $370.4M | ||
| Q1 25 | $-269.5M | $381.8M | ||
| Q4 24 | $-220.0M | $404.6M | ||
| Q3 24 | $-177.1M | $395.5M | ||
| Q2 24 | $-168.2M | $405.0M |
总资产LESLRBBN
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $989.5M | $1.1B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $967.0M | $1.2B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B |
负债/权益比LESLRBBN
| 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 | $-81.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-85.5M | — |
| 自由现金流率自由现金流/营收 | -58.1% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 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 | $7.6M | — |
8季度趋势，按日历期对齐
经营现金流LESLRBBN
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $29.2M | ||
| Q3 25 | — | $26.5M | ||
| Q2 25 | $114.9M | $-795.0K | ||
| Q1 25 | $-49.2M | $-3.5M | ||
| Q4 24 | $-105.1M | $61.8M | ||
| Q3 24 | $47.1M | $-14.8M | ||
| Q2 24 | $175.5M | $-9.8M |
自由现金流LESLRBBN
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $27.3M | ||
| Q3 25 | — | $21.0M | ||
| Q2 25 | $107.1M | $-6.5M | ||
| Q1 25 | $-55.8M | $-15.7M | ||
| Q4 24 | $-109.8M | $53.8M | ||
| Q3 24 | $34.1M | $-23.7M | ||
| Q2 24 | $165.2M | $-12.9M |
自由现金流率LESLRBBN
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 12.0% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | 21.4% | -2.9% | ||
| Q1 25 | -31.5% | -8.7% | ||
| Q4 24 | -62.6% | 21.4% | ||
| Q3 24 | 8.6% | -11.3% | ||
| Q2 24 | 29.0% | -6.7% |
资本支出强度LESLRBBN
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 0.9% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | 1.6% | 2.6% | ||
| Q1 25 | 3.7% | 6.7% | ||
| Q4 24 | 2.7% | 3.2% | ||
| Q3 24 | 3.2% | 4.2% | ||
| Q2 24 | 1.8% | 1.6% |
现金转化率LESLRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.89× | — |
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
LESL
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
