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El Pollo Loco Holdings, Inc.（LOCO）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El Pollo Loco Holdings, Inc.的1.3倍（$162.6M vs $123.5M），Ribbon Communications Inc.净利率更高（54.8% vs 5.3%，领先49.5%），El Pollo Loco Holdings, Inc.同比增速更快（8.1% vs -10.3%），过去两年El Pollo Loco Holdings, Inc.的营收复合增速更高（3.1% vs -8.1%）
El Pollo Loco Holdings, Inc.是总部设在美国加利福尼亚州科斯塔梅萨的连锁餐饮品牌，主打墨西哥风味烤鸡肉产品，目前在美国西南部地区经营着约500家自营与加盟门店，多数门店提供堂食和外带服务，部分门店还开设了得来购驾车取餐通道。
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。
LOCO vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.3倍
$123.5M
营收增速更快
LOCO
高出18.4%
-10.3%
净利率更高
RBBN
高出49.5%
5.3%
两年增速更快
LOCO
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $123.5M | $162.6M |
| 净利润 | $6.5M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 8.3% | 37.6% |
| 净利率 | 5.3% | 54.8% |
| 营收同比 | 8.1% | -10.3% |
| 净利润同比 | 9.9% | — |
| 每股收益（稀释后） | $0.22 | $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LOCORBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $123.5M | $227.3M | ||
| Q3 25 | $121.5M | $215.4M | ||
| Q2 25 | $125.8M | $220.6M | ||
| Q1 25 | $119.2M | $181.3M | ||
| Q4 24 | $114.3M | $251.4M | ||
| Q3 24 | $120.4M | $210.2M | ||
| Q2 24 | $122.2M | $192.6M |
净利润LOCORBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $6.5M | — | ||
| Q3 25 | $7.4M | $-12.1M | ||
| Q2 25 | $7.1M | $-11.1M | ||
| Q1 25 | $5.5M | $-26.2M | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $6.2M | $-13.4M | ||
| Q2 24 | $7.6M | $-16.8M |
毛利率LOCORBBN
| 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% |
营业利润率LOCORBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 8.3% | 4.1% | ||
| Q3 25 | 9.4% | 1.3% | ||
| Q2 25 | 9.0% | 1.9% | ||
| Q1 25 | 7.5% | -10.8% | ||
| Q4 24 | 7.9% | 13.2% | ||
| Q3 24 | 8.4% | -0.4% | ||
| Q2 24 | 10.1% | -1.0% |
净利率LOCORBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 6.1% | -5.6% | ||
| Q2 25 | 5.6% | -5.0% | ||
| Q1 25 | 4.6% | -14.5% | ||
| Q4 24 | 5.2% | — | ||
| Q3 24 | 5.1% | -6.4% | ||
| Q2 24 | 6.2% | -8.7% |
每股收益（稀释后）LOCORBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.22 | $0.50 | ||
| Q3 25 | $0.25 | $-0.07 | ||
| Q2 25 | $0.24 | $-0.06 | ||
| Q1 25 | $0.19 | $-0.15 | ||
| Q4 24 | $0.21 | $0.05 | ||
| Q3 24 | $0.21 | $-0.08 | ||
| Q2 24 | $0.25 | $-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 | $6.2M | $67.6M |
| 总债务越低越好 | $51.0M | — |
| 股东权益账面价值 | $291.1M | $419.1M |
| 总资产 | $606.6M | — |
| 负债/权益比越低杠杆越低 | 0.18× | — |
8季度趋势，按日历期对齐
现金及短期投资LOCORBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $6.2M | $96.4M | ||
| Q3 25 | $10.9M | $74.8M | ||
| Q2 25 | $9.0M | $60.5M | ||
| Q1 25 | $4.3M | $71.2M | ||
| Q4 24 | $2.5M | $87.8M | ||
| Q3 24 | $7.9M | $37.2M | ||
| Q2 24 | $10.5M | $64.6M |
总债务LOCORBBN
| Q1 26 | — | — | ||
| Q4 25 | $51.0M | $342.1M | ||
| Q3 25 | $61.0M | $344.3M | ||
| Q2 25 | $69.0M | $346.5M | ||
| Q1 25 | $73.0M | $347.4M | ||
| Q4 24 | $71.0M | $348.3M | ||
| Q3 24 | $76.0M | $349.1M | ||
| Q2 24 | $87.0M | $350.0M |
股东权益LOCORBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $291.1M | $449.0M | ||
| Q3 25 | $282.9M | $360.1M | ||
| Q2 25 | $274.2M | $370.4M | ||
| Q1 25 | $265.7M | $381.8M | ||
| Q4 24 | $260.7M | $404.6M | ||
| Q3 24 | $255.2M | $395.5M | ||
| Q2 24 | $248.6M | $405.0M |
总资产LOCORBBN
| Q1 26 | — | — | ||
| Q4 25 | $606.6M | $1.2B | ||
| Q3 25 | $602.7M | $1.1B | ||
| Q2 25 | $596.8M | $1.1B | ||
| Q1 25 | $590.5M | $1.1B | ||
| Q4 24 | $592.0M | $1.2B | ||
| Q3 24 | $590.0M | $1.1B | ||
| Q2 24 | $593.8M | $1.1B |
负债/权益比LOCORBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.18× | 0.76× | ||
| Q3 25 | 0.22× | 0.96× | ||
| Q2 25 | 0.25× | 0.94× | ||
| Q1 25 | 0.27× | 0.91× | ||
| Q4 24 | 0.27× | 0.86× | ||
| Q3 24 | 0.30× | 0.88× | ||
| Q2 24 | 0.35× | 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 | $13.9M | — |
| 自由现金流经营现金流 - 资本支出 | $5.1M | — |
| 自由现金流率自由现金流/营收 | 4.1% | — |
| 资本支出强度资本支出/营收 | 7.1% | — |
| 现金转化率经营现金流/净利润 | 2.13× | — |
| 过去12个月自由现金流最近4个季度 | $25.4M | — |
8季度趋势，按日历期对齐
经营现金流LOCORBBN
| Q1 26 | — | — | ||
| Q4 25 | $13.9M | $29.2M | ||
| Q3 25 | $15.3M | $26.5M | ||
| Q2 25 | $14.1M | $-795.0K | ||
| Q1 25 | $4.7M | $-3.5M | ||
| Q4 24 | $5.6M | $61.8M | ||
| Q3 24 | $13.0M | $-14.8M | ||
| Q2 24 | $17.0M | $-9.8M |
自由现金流LOCORBBN
| Q1 26 | — | — | ||
| Q4 25 | $5.1M | $27.3M | ||
| Q3 25 | $9.9M | $21.0M | ||
| Q2 25 | $9.1M | $-6.5M | ||
| Q1 25 | $1.3M | $-15.7M | ||
| Q4 24 | $1.1M | $53.8M | ||
| Q3 24 | $9.1M | $-23.7M | ||
| Q2 24 | $10.4M | $-12.9M |
自由现金流率LOCORBBN
| Q1 26 | — | — | ||
| Q4 25 | 4.1% | 12.0% | ||
| Q3 25 | 8.2% | 9.7% | ||
| Q2 25 | 7.2% | -2.9% | ||
| Q1 25 | 1.1% | -8.7% | ||
| Q4 24 | 1.0% | 21.4% | ||
| Q3 24 | 7.6% | -11.3% | ||
| Q2 24 | 8.5% | -6.7% |
资本支出强度LOCORBBN
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 0.9% | ||
| Q3 25 | 4.4% | 2.6% | ||
| Q2 25 | 4.0% | 2.6% | ||
| Q1 25 | 2.8% | 6.7% | ||
| Q4 24 | 3.9% | 3.2% | ||
| Q3 24 | 3.2% | 4.2% | ||
| Q2 24 | 5.3% | 1.6% |
现金转化率LOCORBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.13× | — | ||
| Q3 25 | 2.08× | — | ||
| Q2 25 | 1.99× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 0.95× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 2.22× | — |
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
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
