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MONRO, INC.（MNRO）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
MONRO, INC.的季度营收约是Ribbon Communications Inc.的1.8倍（$293.4M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 3.8%，领先51.0%），MONRO, INC.同比增速更快（-4.0% vs -10.3%），过去两年MONRO, INC.的营收复合增速更高（-2.7% vs -8.1%）
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
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。
MNRO vs RBBN — 直观对比
营收规模更大
MNRO
是对方的1.8倍
$162.6M
营收增速更快
MNRO
高出6.3%
-10.3%
净利率更高
RBBN
高出51.0%
3.8%
两年增速更快
MNRO
近两年复合增速
-8.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $162.6M |
| 净利润 | $11.1M | $89.1M |
| 毛利率 | 34.9% | 42.9% |
| 营业利润率 | 6.3% | 37.6% |
| 净利率 | 3.8% | 54.8% |
| 营收同比 | -4.0% | -10.3% |
| 净利润同比 | 143.1% | — |
| 每股收益（稀释后） | $0.35 | $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MNRORBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $293.4M | $227.3M | ||
| Q3 25 | $288.9M | $215.4M | ||
| Q2 25 | $301.0M | $220.6M | ||
| Q1 25 | $295.0M | $181.3M | ||
| Q4 24 | $305.8M | $251.4M | ||
| Q3 24 | $301.4M | $210.2M | ||
| Q2 24 | $293.2M | $192.6M |
净利润MNRORBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $11.1M | — | ||
| Q3 25 | $5.7M | $-12.1M | ||
| Q2 25 | $-8.1M | $-11.1M | ||
| Q1 25 | $-21.3M | $-26.2M | ||
| Q4 24 | $4.6M | — | ||
| Q3 24 | $5.6M | $-13.4M | ||
| Q2 24 | $5.9M | $-16.8M |
毛利率MNRORBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 34.9% | 53.3% | ||
| Q3 25 | 35.7% | 50.1% | ||
| Q2 25 | 35.5% | 49.6% | ||
| Q1 25 | 33.0% | 45.4% | ||
| Q4 24 | 34.3% | 55.7% | ||
| Q3 24 | 35.3% | 52.1% | ||
| Q2 24 | 37.2% | 50.8% |
营业利润率MNRORBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 6.3% | 4.1% | ||
| Q3 25 | 4.4% | 1.3% | ||
| Q2 25 | -2.0% | 1.9% | ||
| Q1 25 | -8.1% | -10.8% | ||
| Q4 24 | 3.3% | 13.2% | ||
| Q3 24 | 4.4% | -0.4% | ||
| Q2 24 | 4.5% | -1.0% |
净利率MNRORBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 2.0% | -5.6% | ||
| Q2 25 | -2.7% | -5.0% | ||
| Q1 25 | -7.2% | -14.5% | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.9% | -6.4% | ||
| Q2 24 | 2.0% | -8.7% |
每股收益（稀释后）MNRORBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.35 | $0.50 | ||
| Q3 25 | $0.18 | $-0.07 | ||
| Q2 25 | $-0.28 | $-0.06 | ||
| Q1 25 | $-0.74 | $-0.15 | ||
| Q4 24 | $0.15 | $0.05 | ||
| Q3 24 | $0.18 | $-0.08 | ||
| Q2 24 | $0.19 | $-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 | $4.9M | $67.6M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $419.1M |
| 总资产 | $1.6B | — |
| 负债/权益比越低杠杆越低 | 0.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MNRORBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $4.9M | $96.4M | ||
| Q3 25 | $10.5M | $74.8M | ||
| Q2 25 | $7.8M | $60.5M | ||
| Q1 25 | $20.8M | $71.2M | ||
| Q4 24 | $10.2M | $87.8M | ||
| Q3 24 | $20.9M | $37.2M | ||
| Q2 24 | $18.7M | $64.6M |
总债务MNRORBBN
| Q1 26 | — | — | ||
| Q4 25 | $45.0M | $342.1M | ||
| Q3 25 | $60.0M | $344.3M | ||
| Q2 25 | $71.5M | $346.5M | ||
| Q1 25 | $61.3M | $347.4M | ||
| Q4 24 | $59.3M | $348.3M | ||
| Q3 24 | $62.0M | $349.1M | ||
| Q2 24 | $112.0M | $350.0M |
股东权益MNRORBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $604.9M | $449.0M | ||
| Q3 25 | $601.7M | $360.1M | ||
| Q2 25 | $604.9M | $370.4M | ||
| Q1 25 | $620.8M | $381.8M | ||
| Q4 24 | $648.9M | $404.6M | ||
| Q3 24 | $651.9M | $395.5M | ||
| Q2 24 | $654.4M | $405.0M |
总资产MNRORBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.6B | $1.1B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.6B | $1.1B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B |
负债/权益比MNRORBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.07× | 0.76× | ||
| Q3 25 | 0.10× | 0.96× | ||
| Q2 25 | 0.12× | 0.94× | ||
| Q1 25 | 0.10× | 0.91× | ||
| Q4 24 | 0.09× | 0.86× | ||
| Q3 24 | 0.10× | 0.88× | ||
| Q2 24 | 0.17× | 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 | $17.8M | — |
| 自由现金流经营现金流 - 资本支出 | $9.1M | — |
| 自由现金流率自由现金流/营收 | 3.1% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | 1.60× | — |
| 过去12个月自由现金流最近4个季度 | $49.6M | — |
8季度趋势，按日历期对齐
经营现金流MNRORBBN
| Q1 26 | — | — | ||
| Q4 25 | $17.8M | $29.2M | ||
| Q3 25 | $32.3M | $26.5M | ||
| Q2 25 | $-1.9M | $-795.0K | ||
| Q1 25 | $28.9M | $-3.5M | ||
| Q4 24 | $14.8M | $61.8M | ||
| Q3 24 | $62.6M | $-14.8M | ||
| Q2 24 | $25.6M | $-9.8M |
自由现金流MNRORBBN
| Q1 26 | — | — | ||
| Q4 25 | $9.1M | $27.3M | ||
| Q3 25 | $26.6M | $21.0M | ||
| Q2 25 | $-9.3M | $-6.5M | ||
| Q1 25 | $23.2M | $-15.7M | ||
| Q4 24 | $7.9M | $53.8M | ||
| Q3 24 | $57.6M | $-23.7M | ||
| Q2 24 | $16.8M | $-12.9M |
自由现金流率MNRORBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 12.0% | ||
| Q3 25 | 9.2% | 9.7% | ||
| Q2 25 | -3.1% | -2.9% | ||
| Q1 25 | 7.9% | -8.7% | ||
| Q4 24 | 2.6% | 21.4% | ||
| Q3 24 | 19.1% | -11.3% | ||
| Q2 24 | 5.7% | -6.7% |
资本支出强度MNRORBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 0.9% | ||
| Q3 25 | 2.0% | 2.6% | ||
| Q2 25 | 2.5% | 2.6% | ||
| Q1 25 | 1.9% | 6.7% | ||
| Q4 24 | 2.2% | 3.2% | ||
| Q3 24 | 1.6% | 4.2% | ||
| Q2 24 | 3.0% | 1.6% |
现金转化率MNRORBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.60× | — | ||
| Q3 25 | 5.71× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 11.08× | — | ||
| Q2 24 | 4.37× | — |
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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
