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LUXFER HOLDINGS PLC（LXFR）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LUXFER HOLDINGS PLC的1.8倍（$162.6M vs $90.7M），Ribbon Communications Inc.净利率更高（54.8% vs -3.4%，领先58.2%），Ribbon Communications Inc.同比增速更快（-10.3% vs -12.3%），过去两年LUXFER HOLDINGS PLC的营收复合增速更高（0.7% vs -8.1%）
Luxfer Holdings PLC是一家全球性工业制造商，专注于高性能工程材料及零部件生产，核心产品包括轻量化铝制及复合材料储气系统、先进合金与特种材料，服务航空航天、医疗保健、汽车、工业制造、替代能源等全球多个核心领域。
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。
LXFR vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.8倍
$90.7M
营收增速更快
RBBN
高出2.0%
-12.3%
净利率更高
RBBN
高出58.2%
-3.4%
两年增速更快
LXFR
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.7M | $162.6M |
| 净利润 | $-3.1M | $89.1M |
| 毛利率 | 24.4% | 42.9% |
| 营业利润率 | 3.6% | 37.6% |
| 净利率 | -3.4% | 54.8% |
| 营收同比 | -12.3% | -10.3% |
| 净利润同比 | -188.6% | — |
| 每股收益（稀释后） | $-0.12 | $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LXFRRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $90.7M | $227.3M | ||
| Q3 25 | $92.9M | $215.4M | ||
| Q2 25 | $104.0M | $220.6M | ||
| Q1 25 | $97.0M | $181.3M | ||
| Q4 24 | $103.4M | $251.4M | ||
| Q3 24 | $99.4M | $210.2M | ||
| Q2 24 | $99.7M | $192.6M |
净利润LXFRRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-3.1M | — | ||
| Q3 25 | $2.7M | $-12.1M | ||
| Q2 25 | $2.6M | $-11.1M | ||
| Q1 25 | $5.5M | $-26.2M | ||
| Q4 24 | $3.5M | — | ||
| Q3 24 | $12.7M | $-13.4M | ||
| Q2 24 | $-500.0K | $-16.8M |
毛利率LXFRRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 24.4% | 53.3% | ||
| Q3 25 | 23.4% | 50.1% | ||
| Q2 25 | 23.1% | 49.6% | ||
| Q1 25 | 22.1% | 45.4% | ||
| Q4 24 | 22.1% | 55.7% | ||
| Q3 24 | 22.5% | 52.1% | ||
| Q2 24 | 22.1% | 50.8% |
营业利润率LXFRRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 3.6% | 4.1% | ||
| Q3 25 | 5.8% | 1.3% | ||
| Q2 25 | 7.4% | 1.9% | ||
| Q1 25 | 7.8% | -10.8% | ||
| Q4 24 | 3.9% | 13.2% | ||
| Q3 24 | 17.5% | -0.4% | ||
| Q2 24 | 3.8% | -1.0% |
净利率LXFRRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -3.4% | — | ||
| Q3 25 | 2.9% | -5.6% | ||
| Q2 25 | 2.5% | -5.0% | ||
| Q1 25 | 5.7% | -14.5% | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 12.8% | -6.4% | ||
| Q2 24 | -0.5% | -8.7% |
每股收益（稀释后）LXFRRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.12 | $0.50 | ||
| Q3 25 | $0.10 | $-0.07 | ||
| Q2 25 | $0.10 | $-0.06 | ||
| Q1 25 | $0.20 | $-0.15 | ||
| Q4 24 | $0.13 | $0.05 | ||
| Q3 24 | $0.47 | $-0.08 | ||
| Q2 24 | $-0.02 | $-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 | $8.3M | $67.6M |
| 总债务越低越好 | $39.4M | — |
| 股东权益账面价值 | $226.4M | $419.1M |
| 总资产 | $369.7M | — |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资LXFRRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $8.3M | $96.4M | ||
| Q3 25 | $6.0M | $74.8M | ||
| Q2 25 | $4.4M | $60.5M | ||
| Q1 25 | $4.1M | $71.2M | ||
| Q4 24 | $4.1M | $87.8M | ||
| Q3 24 | $3.5M | $37.2M | ||
| Q2 24 | $4.3M | $64.6M |
总债务LXFRRBBN
| Q1 26 | — | — | ||
| Q4 25 | $39.4M | $342.1M | ||
| Q3 25 | $43.3M | $344.3M | ||
| Q2 25 | $52.6M | $346.5M | ||
| Q1 25 | $46.0M | $347.4M | ||
| Q4 24 | $45.1M | $348.3M | ||
| Q3 24 | $69.5M | $349.1M | ||
| Q2 24 | $74.2M | $350.0M |
股东权益LXFRRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $226.4M | $449.0M | ||
| Q3 25 | $231.6M | $360.1M | ||
| Q2 25 | $237.7M | $370.4M | ||
| Q1 25 | $226.7M | $381.8M | ||
| Q4 24 | $219.5M | $404.6M | ||
| Q3 24 | $225.1M | $395.5M | ||
| Q2 24 | $206.3M | $405.0M |
总资产LXFRRBBN
| Q1 26 | — | — | ||
| Q4 25 | $369.7M | $1.2B | ||
| Q3 25 | $377.4M | $1.1B | ||
| Q2 25 | $399.2M | $1.1B | ||
| Q1 25 | $385.2M | $1.1B | ||
| Q4 24 | $382.4M | $1.2B | ||
| Q3 24 | $404.8M | $1.1B | ||
| Q2 24 | $379.8M | $1.1B |
负债/权益比LXFRRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 0.76× | ||
| Q3 25 | 0.19× | 0.96× | ||
| Q2 25 | 0.22× | 0.94× | ||
| Q1 25 | 0.20× | 0.91× | ||
| Q4 24 | 0.21× | 0.86× | ||
| Q3 24 | 0.31× | 0.88× | ||
| Q2 24 | 0.36× | 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 | $15.6M | — |
| 自由现金流经营现金流 - 资本支出 | $12.4M | — |
| 自由现金流率自由现金流/营收 | 13.7% | — |
| 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 | $26.2M | — |
8季度趋势，按日历期对齐
经营现金流LXFRRBBN
| Q1 26 | — | — | ||
| Q4 25 | $15.6M | $29.2M | ||
| Q3 25 | $11.8M | $26.5M | ||
| Q2 25 | $1.2M | $-795.0K | ||
| Q1 25 | $5.4M | $-3.5M | ||
| Q4 24 | $25.5M | $61.8M | ||
| Q3 24 | $13.0M | $-14.8M | ||
| Q2 24 | $8.9M | $-9.8M |
自由现金流LXFRRBBN
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | $27.3M | ||
| Q3 25 | $10.3M | $21.0M | ||
| Q2 25 | $-700.0K | $-6.5M | ||
| Q1 25 | $4.2M | $-15.7M | ||
| Q4 24 | $22.5M | $53.8M | ||
| Q3 24 | $9.8M | $-23.7M | ||
| Q2 24 | $6.2M | $-12.9M |
自由现金流率LXFRRBBN
| Q1 26 | — | — | ||
| Q4 25 | 13.7% | 12.0% | ||
| Q3 25 | 11.1% | 9.7% | ||
| Q2 25 | -0.7% | -2.9% | ||
| Q1 25 | 4.3% | -8.7% | ||
| Q4 24 | 21.8% | 21.4% | ||
| Q3 24 | 9.9% | -11.3% | ||
| Q2 24 | 6.2% | -6.7% |
资本支出强度LXFRRBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 0.9% | ||
| Q3 25 | 1.6% | 2.6% | ||
| Q2 25 | 1.8% | 2.6% | ||
| Q1 25 | 1.2% | 6.7% | ||
| Q4 24 | 2.9% | 3.2% | ||
| Q3 24 | 3.2% | 4.2% | ||
| Q2 24 | 2.7% | 1.6% |
现金转化率LXFRRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 4.37× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 7.29× | — | ||
| Q3 24 | 1.02× | — | ||
| 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
LXFR
| Gas Cylinders Segment | $43.8M | 48% |
| Defense First Response And Healthcare | $18.6M | 21% |
| Rest Of Europe | $9.0M | 10% |
| DE | $7.0M | 8% |
| Asia Pacific | $5.8M | 6% |
| CA | $4.0M | 4% |
| Other | $2.5M | 3% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
