vs
Lovesac Co（LOVE）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Lovesac Co的1.1倍（$162.6M vs $150.2M），Ribbon Communications Inc.净利率更高（54.8% vs -7.0%，领先61.8%），Lovesac Co同比增速更快（0.2% vs -10.3%），过去两年Ribbon Communications Inc.的营收复合增速更高（-8.1% vs -22.6%）
Lovesac是美国的家具零售商，主打拥有专利的Sactionals模块化沙发系统，该系统由可自由组合的座部、侧部模块，以及定制沙发套和相关配件组成。除模块化沙发外，品牌还销售采用独家发泡混合材料填充的袋式懒人座椅。
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。
LOVE vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.1倍
$150.2M
营收增速更快
LOVE
高出10.5%
-10.3%
净利率更高
RBBN
高出61.8%
-7.0%
两年增速更快
RBBN
近两年复合增速
-22.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $150.2M | $162.6M |
| 净利润 | $-10.6M | $89.1M |
| 毛利率 | 56.1% | 42.9% |
| 营业利润率 | -10.5% | 37.6% |
| 净利率 | -7.0% | 54.8% |
| 营收同比 | 0.2% | -10.3% |
| 净利润同比 | -114.0% | — |
| 每股收益（稀释后） | $-0.72 | $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LOVERBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $150.2M | $227.3M | ||
| Q3 25 | $160.5M | $215.4M | ||
| Q2 25 | $138.4M | $220.6M | ||
| Q1 25 | $241.5M | $181.3M | ||
| Q4 24 | $149.9M | $251.4M | ||
| Q3 24 | $156.6M | $210.2M | ||
| Q2 24 | $132.6M | $192.6M |
净利润LOVERBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-10.6M | — | ||
| Q3 25 | $-6.7M | $-12.1M | ||
| Q2 25 | $-10.8M | $-11.1M | ||
| Q1 25 | $35.3M | $-26.2M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-5.9M | $-13.4M | ||
| Q2 24 | $-13.0M | $-16.8M |
毛利率LOVERBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 56.1% | 53.3% | ||
| Q3 25 | 56.4% | 50.1% | ||
| Q2 25 | 53.7% | 49.6% | ||
| Q1 25 | 60.4% | 45.4% | ||
| Q4 24 | 58.5% | 55.7% | ||
| Q3 24 | 59.0% | 52.1% | ||
| Q2 24 | 54.3% | 50.8% |
营业利润率LOVERBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | -10.5% | 4.1% | ||
| Q3 25 | -5.5% | 1.3% | ||
| Q2 25 | -10.8% | 1.9% | ||
| Q1 25 | 19.7% | -10.8% | ||
| Q4 24 | -5.2% | 13.2% | ||
| Q3 24 | -5.3% | -0.4% | ||
| Q2 24 | -13.5% | -1.0% |
净利率LOVERBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -7.0% | — | ||
| Q3 25 | -4.1% | -5.6% | ||
| Q2 25 | -7.8% | -5.0% | ||
| Q1 25 | 14.6% | -14.5% | ||
| Q4 24 | -3.3% | — | ||
| Q3 24 | -3.7% | -6.4% | ||
| Q2 24 | -9.8% | -8.7% |
每股收益（稀释后）LOVERBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.72 | $0.50 | ||
| Q3 25 | $-0.45 | $-0.07 | ||
| Q2 25 | $-0.73 | $-0.06 | ||
| Q1 25 | $2.22 | $-0.15 | ||
| Q4 24 | $-0.32 | $0.05 | ||
| Q3 24 | $-0.38 | $-0.08 | ||
| Q2 24 | $-0.83 | $-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 | $23.7M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $189.3M | $419.1M |
| 总资产 | $495.5M | — |
| 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LOVERBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $23.7M | $96.4M | ||
| Q3 25 | $34.2M | $74.8M | ||
| Q2 25 | $26.9M | $60.5M | ||
| Q1 25 | $83.7M | $71.2M | ||
| Q4 24 | $61.7M | $87.8M | ||
| Q3 24 | $72.1M | $37.2M | ||
| Q2 24 | $72.4M | $64.6M |
总债务LOVERBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益LOVERBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $189.3M | $449.0M | ||
| Q3 25 | $197.5M | $360.1M | ||
| Q2 25 | $201.2M | $370.4M | ||
| Q1 25 | $216.4M | $381.8M | ||
| Q4 24 | $196.5M | $404.6M | ||
| Q3 24 | $202.1M | $395.5M | ||
| Q2 24 | $205.3M | $405.0M |
总资产LOVERBBN
| Q1 26 | — | — | ||
| Q4 25 | $495.5M | $1.2B | ||
| Q3 25 | $493.7M | $1.1B | ||
| Q2 25 | $483.7M | $1.1B | ||
| Q1 25 | $532.3M | $1.1B | ||
| Q4 24 | $499.7M | $1.2B | ||
| Q3 24 | $481.1M | $1.1B | ||
| Q2 24 | $477.2M | $1.1B |
负债/权益比LOVERBBN
| 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 | $-4.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-10.2M | — |
| 自由现金流率自由现金流/营收 | -6.8% | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 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 | $-13.6M | — |
8季度趋势，按日历期对齐
经营现金流LOVERBBN
| Q1 26 | — | — | ||
| Q4 25 | $-4.9M | $29.2M | ||
| Q3 25 | $12.2M | $26.5M | ||
| Q2 25 | $-41.4M | $-795.0K | ||
| Q1 25 | $44.0M | $-3.5M | ||
| Q4 24 | $-4.2M | $61.8M | ||
| Q3 24 | $6.2M | $-14.8M | ||
| Q2 24 | $-7.0M | $-9.8M |
自由现金流LOVERBBN
| Q1 26 | — | — | ||
| Q4 25 | $-10.2M | $27.3M | ||
| Q3 25 | $7.8M | $21.0M | ||
| Q2 25 | $-50.0M | $-6.5M | ||
| Q1 25 | $38.7M | $-15.7M | ||
| Q4 24 | $-6.6M | $53.8M | ||
| Q3 24 | $119.0K | $-23.7M | ||
| Q2 24 | $-14.3M | $-12.9M |
自由现金流率LOVERBBN
| Q1 26 | — | — | ||
| Q4 25 | -6.8% | 12.0% | ||
| Q3 25 | 4.9% | 9.7% | ||
| Q2 25 | -36.1% | -2.9% | ||
| Q1 25 | 16.0% | -8.7% | ||
| Q4 24 | -4.4% | 21.4% | ||
| Q3 24 | 0.1% | -11.3% | ||
| Q2 24 | -10.8% | -6.7% |
资本支出强度LOVERBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 0.9% | ||
| Q3 25 | 2.7% | 2.6% | ||
| Q2 25 | 6.2% | 2.6% | ||
| Q1 25 | 2.2% | 6.7% | ||
| Q4 24 | 1.6% | 3.2% | ||
| Q3 24 | 3.9% | 4.2% | ||
| Q2 24 | 5.5% | 1.6% |
现金转化率LOVERBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.25× | — | ||
| 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
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
