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Mistras Group, Inc.（MG）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
Mistras Group, Inc.的季度营收约是Ribbon Communications Inc.的1.1倍（$181.5M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 2.1%，领先52.7%），Mistras Group, Inc.同比增速更快（5.1% vs -10.3%），过去两年Mistras Group, Inc.的营收复合增速更高（-0.8% vs -8.1%）
Mistras集团是全球资产完整性与保护解决方案供应商，主营无损检测、工业实时监测、工程咨询等服务，核心客户覆盖油气、航空航天、发电、制造等领域，业务遍及北美、欧洲及亚太地区，可帮助客户提升运营安全性、延长资产寿命、降低非计划停机风险。
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。
MG vs RBBN — 直观对比
营收规模更大
MG
是对方的1.1倍
$162.6M
营收增速更快
MG
高出15.4%
-10.3%
净利率更高
RBBN
高出52.7%
2.1%
两年增速更快
MG
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $181.5M | $162.6M |
| 净利润 | $3.8M | $89.1M |
| 毛利率 | 28.4% | 42.9% |
| 营业利润率 | 7.0% | 37.6% |
| 净利率 | 2.1% | 54.8% |
| 营收同比 | 5.1% | -10.3% |
| 净利润同比 | -27.4% | — |
| 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MGRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $181.5M | $227.3M | ||
| Q3 25 | $195.5M | $215.4M | ||
| Q2 25 | $185.4M | $220.6M | ||
| Q1 25 | $161.6M | $181.3M | ||
| Q4 24 | $172.7M | $251.4M | ||
| Q3 24 | $182.7M | $210.2M | ||
| Q2 24 | $189.8M | $192.6M |
净利润MGRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $3.8M | — | ||
| Q3 25 | $13.1M | $-12.1M | ||
| Q2 25 | $3.0M | $-11.1M | ||
| Q1 25 | $-3.2M | $-26.2M | ||
| Q4 24 | $5.2M | — | ||
| Q3 24 | $6.4M | $-13.4M | ||
| Q2 24 | $6.4M | $-16.8M |
毛利率MGRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 28.4% | 53.3% | ||
| Q3 25 | 29.8% | 50.1% | ||
| Q2 25 | 29.1% | 49.6% | ||
| Q1 25 | 25.3% | 45.4% | ||
| Q4 24 | 26.5% | 55.7% | ||
| Q3 24 | 26.8% | 52.1% | ||
| Q2 24 | 27.1% | 50.8% |
营业利润率MGRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 7.0% | 4.1% | ||
| Q3 25 | 10.4% | 1.3% | ||
| Q2 25 | 4.5% | 1.9% | ||
| Q1 25 | -0.6% | -10.8% | ||
| Q4 24 | 6.1% | 13.2% | ||
| Q3 24 | 6.5% | -0.4% | ||
| Q2 24 | 6.3% | -1.0% |
净利率MGRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 2.1% | — | ||
| Q3 25 | 6.7% | -5.6% | ||
| Q2 25 | 1.6% | -5.0% | ||
| Q1 25 | -2.0% | -14.5% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 3.5% | -6.4% | ||
| Q2 24 | 3.4% | -8.7% |
每股收益（稀释后）MGRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.12 | $0.50 | ||
| Q3 25 | $0.41 | $-0.07 | ||
| Q2 25 | $0.10 | $-0.06 | ||
| Q1 25 | $-0.10 | $-0.15 | ||
| Q4 24 | $0.17 | $0.05 | ||
| Q3 24 | $0.20 | $-0.08 | ||
| Q2 24 | $0.20 | $-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 | $28.0M | $67.6M |
| 总债务越低越好 | $178.0M | — |
| 股东权益账面价值 | $235.1M | $419.1M |
| 总资产 | $578.8M | — |
| 负债/权益比越低杠杆越低 | 0.76× | — |
8季度趋势，按日历期对齐
现金及短期投资MGRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $28.0M | $96.4M | ||
| Q3 25 | $27.8M | $74.8M | ||
| Q2 25 | $20.0M | $60.5M | ||
| Q1 25 | $18.5M | $71.2M | ||
| Q4 24 | $18.3M | $87.8M | ||
| Q3 24 | $20.4M | $37.2M | ||
| Q2 24 | $17.2M | $64.6M |
总债务MGRBBN
| Q1 26 | — | — | ||
| Q4 25 | $178.0M | $342.1M | ||
| Q3 25 | $202.3M | $344.3M | ||
| Q2 25 | $189.4M | $346.5M | ||
| Q1 25 | $171.9M | $347.4M | ||
| Q4 24 | $169.6M | $348.3M | ||
| Q3 24 | $189.7M | $349.1M | ||
| Q2 24 | $199.7M | $350.0M |
股东权益MGRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $235.1M | $449.0M | ||
| Q3 25 | $227.4M | $360.1M | ||
| Q2 25 | $215.8M | $370.4M | ||
| Q1 25 | $198.7M | $381.8M | ||
| Q4 24 | $198.6M | $404.6M | ||
| Q3 24 | $205.2M | $395.5M | ||
| Q2 24 | $193.2M | $405.0M |
总资产MGRBBN
| Q1 26 | — | — | ||
| Q4 25 | $578.8M | $1.2B | ||
| Q3 25 | $596.3M | $1.1B | ||
| Q2 25 | $571.0M | $1.1B | ||
| Q1 25 | $526.8M | $1.1B | ||
| Q4 24 | $523.0M | $1.2B | ||
| Q3 24 | $551.7M | $1.1B | ||
| Q2 24 | $548.1M | $1.1B |
负债/权益比MGRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | 0.76× | ||
| Q3 25 | 0.89× | 0.96× | ||
| Q2 25 | 0.88× | 0.94× | ||
| Q1 25 | 0.87× | 0.91× | ||
| Q4 24 | 0.85× | 0.86× | ||
| Q3 24 | 0.92× | 0.88× | ||
| Q2 24 | 1.03× | 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 | $32.1M | — |
| 自由现金流经营现金流 - 资本支出 | $26.0M | — |
| 自由现金流率自由现金流/营收 | 14.3% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | 8.55× | — |
| 过去12个月自由现金流最近4个季度 | $8.3M | — |
8季度趋势，按日历期对齐
经营现金流MGRBBN
| Q1 26 | — | — | ||
| Q4 25 | $32.1M | $29.2M | ||
| Q3 25 | $4.5M | $26.5M | ||
| Q2 25 | $-9.3M | $-795.0K | ||
| Q1 25 | $5.6M | $-3.5M | ||
| Q4 24 | $25.7M | $61.8M | ||
| Q3 24 | $19.4M | $-14.8M | ||
| Q2 24 | $4.5M | $-9.8M |
自由现金流MGRBBN
| Q1 26 | — | — | ||
| Q4 25 | $26.0M | $27.3M | ||
| Q3 25 | $-4.1M | $21.0M | ||
| Q2 25 | $-14.7M | $-6.5M | ||
| Q1 25 | $1.1M | $-15.7M | ||
| Q4 24 | $22.1M | $53.8M | ||
| Q3 24 | $14.6M | $-23.7M | ||
| Q2 24 | $-284.0K | $-12.9M |
自由现金流率MGRBBN
| Q1 26 | — | — | ||
| Q4 25 | 14.3% | 12.0% | ||
| Q3 25 | -2.1% | 9.7% | ||
| Q2 25 | -7.9% | -2.9% | ||
| Q1 25 | 0.7% | -8.7% | ||
| Q4 24 | 12.8% | 21.4% | ||
| Q3 24 | 8.0% | -11.3% | ||
| Q2 24 | -0.1% | -6.7% |
资本支出强度MGRBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 0.9% | ||
| Q3 25 | 4.4% | 2.6% | ||
| Q2 25 | 2.9% | 2.6% | ||
| Q1 25 | 2.8% | 6.7% | ||
| Q4 24 | 2.1% | 3.2% | ||
| Q3 24 | 2.6% | 4.2% | ||
| Q2 24 | 2.5% | 1.6% |
现金转化率MGRBBN
| Q1 26 | — | — | ||
| Q4 25 | 8.55× | — | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | -3.07× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.96× | — | ||
| Q3 24 | 3.02× | — | ||
| Q2 24 | 0.71× | — |
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
MG
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
