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NOODLES & Co（NDLS）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NOODLES & Co的1.3倍（$162.6M vs $122.1M），Ribbon Communications Inc.净利率更高（54.8% vs -7.5%，领先62.3%），NOODLES & Co同比增速更快（-4.1% vs -10.3%），过去两年NOODLES & Co的营收复合增速更高（-1.2% vs -8.1%）
Noodles & Company是源自美国的休闲快餐连锁品牌，主打融合多国风味及美式特色的面条菜品，同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年，总部位于科罗拉多州布鲁姆菲尔德，截至2022年年中，品牌已在美国31个州开出了458家门店。
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。
NDLS vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.3倍
$122.1M
营收增速更快
NDLS
高出6.2%
-10.3%
净利率更高
RBBN
高出62.3%
-7.5%
两年增速更快
NDLS
近两年复合增速
-8.1%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $122.1M | $162.6M |
| 净利润 | $-9.2M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | -5.2% | 37.6% |
| 净利率 | -7.5% | 54.8% |
| 营收同比 | -4.1% | -10.3% |
| 净利润同比 | 32.8% | — |
| 每股收益（稀释后） | $-0.20 | $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NDLSRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | — | $227.3M | ||
| Q3 25 | $122.1M | $215.4M | ||
| Q2 25 | $123.8M | $220.6M | ||
| Q1 25 | — | $181.3M | ||
| Q4 24 | $122.8M | $251.4M | ||
| Q3 24 | $127.4M | $210.2M | ||
| Q2 24 | $121.4M | $192.6M |
净利润NDLSRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | — | — | ||
| Q3 25 | $-9.2M | $-12.1M | ||
| Q2 25 | $-9.1M | $-11.1M | ||
| Q1 25 | — | $-26.2M | ||
| Q4 24 | $-6.8M | — | ||
| Q3 24 | $-13.6M | $-13.4M | ||
| Q2 24 | $-6.1M | $-16.8M |
毛利率NDLSRBBN
| 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NDLSRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | -5.2% | 1.3% | ||
| Q2 25 | -5.2% | 1.9% | ||
| Q1 25 | — | -10.8% | ||
| Q4 24 | -3.9% | 13.2% | ||
| Q3 24 | -9.0% | -0.4% | ||
| Q2 24 | -3.4% | -1.0% |
净利率NDLSRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | -7.5% | -5.6% | ||
| Q2 25 | -7.3% | -5.0% | ||
| Q1 25 | — | -14.5% | ||
| Q4 24 | -5.5% | — | ||
| Q3 24 | -10.7% | -6.4% | ||
| Q2 24 | -5.1% | -8.7% |
每股收益（稀释后）NDLSRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | — | $0.50 | ||
| Q3 25 | $-0.20 | $-0.07 | ||
| Q2 25 | $-0.20 | $-0.06 | ||
| Q1 25 | — | $-0.15 | ||
| Q4 24 | $-0.15 | $0.05 | ||
| Q3 24 | $-0.30 | $-0.08 | ||
| Q2 24 | $-0.14 | $-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 | $4.7M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-38.9M | $419.1M |
| 总资产 | $280.6M | — |
| 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NDLSRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | — | $96.4M | ||
| Q3 25 | $4.7M | $74.8M | ||
| Q2 25 | $1.4M | $60.5M | ||
| Q1 25 | — | $71.2M | ||
| Q4 24 | $3.3M | $87.8M | ||
| Q3 24 | $1.8M | $37.2M | ||
| Q2 24 | $1.3M | $64.6M |
总债务NDLSRBBN
| 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NDLSRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | — | $449.0M | ||
| Q3 25 | $-38.9M | $360.1M | ||
| Q2 25 | $-13.9M | $370.4M | ||
| Q1 25 | — | $381.8M | ||
| Q4 24 | $3.7M | $404.6M | ||
| Q3 24 | $9.6M | $395.5M | ||
| Q2 24 | $21.9M | $405.0M |
总资产NDLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $280.6M | $1.1B | ||
| Q2 25 | $319.4M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $340.5M | $1.2B | ||
| Q3 24 | $346.3M | $1.1B | ||
| Q2 24 | $360.4M | $1.1B |
负债/权益比NDLSRBBN
| 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 | $4.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.8M | — |
| 自由现金流率自由现金流/营收 | -2.3% | — |
| 资本支出强度资本支出/营收 | 5.8% | — |
| 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 | $-7.5M | — |
8季度趋势，按日历期对齐
经营现金流NDLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $29.2M | ||
| Q3 25 | $4.3M | $26.5M | ||
| Q2 25 | $4.0M | $-795.0K | ||
| Q1 25 | — | $-3.5M | ||
| Q4 24 | $5.8M | $61.8M | ||
| Q3 24 | $4.7M | $-14.8M | ||
| Q2 24 | $7.0M | $-9.8M |
自由现金流NDLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $27.3M | ||
| Q3 25 | $-2.8M | $21.0M | ||
| Q2 25 | $1.1M | $-6.5M | ||
| Q1 25 | — | $-15.7M | ||
| Q4 24 | $-1.3M | $53.8M | ||
| Q3 24 | $-4.5M | $-23.7M | ||
| Q2 24 | $-1.6M | $-12.9M |
自由现金流率NDLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | -2.3% | 9.7% | ||
| Q2 25 | 0.9% | -2.9% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | -1.1% | 21.4% | ||
| Q3 24 | -3.5% | -11.3% | ||
| Q2 24 | -1.4% | -6.7% |
资本支出强度NDLSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | 5.8% | 2.6% | ||
| Q2 25 | 2.4% | 2.6% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | 5.8% | 3.2% | ||
| Q3 24 | 7.2% | 4.2% | ||
| Q2 24 | 7.1% | 1.6% |
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
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
