vs
NNN REIT, INC.(NNN)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
NNN REIT, INC.的季度营收约是Ribbon Communications Inc.的1.5倍($240.4M vs $162.6M),Ribbon Communications Inc.净利率更高(54.8% vs 39.1%,领先15.7%),NNN REIT, INC.同比增速更快(4.1% vs -10.3%),过去两年NNN REIT, INC.的营收复合增速更高(5.3% vs -8.1%)
NNN REIT是一家专业房地产投资信托机构,主要投资附带长期三净租约的餐饮类物业,交易多采用售后回租模式。公司注册地为美国马里兰州,总部位于佛罗里达州奥兰多市。
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。
NNN vs RBBN — 直观对比
营收规模更大
NNN
是对方的1.5倍
$162.6M
营收增速更快
NNN
高出14.4%
-10.3%
净利率更高
RBBN
高出15.7%
39.1%
两年增速更快
NNN
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $240.4M | $162.6M |
| 净利润 | $94.0M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 61.0% | 37.6% |
| 净利率 | 39.1% | 54.8% |
| 营收同比 | 4.1% | -10.3% |
| 净利润同比 | -2.6% | — |
| 每股收益(稀释后) | $0.50 | $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
NNN
RBBN
| Q1 26 | $240.4M | $162.6M | ||
| Q4 25 | $238.4M | $227.3M | ||
| Q3 25 | $230.2M | $215.4M | ||
| Q2 25 | $226.8M | $220.6M | ||
| Q1 25 | $230.9M | $181.3M | ||
| Q4 24 | $218.5M | $251.4M | ||
| Q3 24 | $218.6M | $210.2M | ||
| Q2 24 | $216.8M | $192.6M |
净利润
NNN
RBBN
| Q1 26 | $94.0M | $89.1M | ||
| Q4 25 | $96.0M | — | ||
| Q3 25 | $96.8M | $-12.1M | ||
| Q2 25 | $100.5M | $-11.1M | ||
| Q1 25 | $96.5M | $-26.2M | ||
| Q4 24 | $97.9M | — | ||
| Q3 24 | $97.9M | $-13.4M | ||
| Q2 24 | $106.7M | $-16.8M |
毛利率
NNN
RBBN
| 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
NNN
RBBN
| Q1 26 | 61.0% | 37.6% | ||
| Q4 25 | 62.3% | 4.1% | ||
| Q3 25 | 64.0% | 1.3% | ||
| Q2 25 | 66.0% | 1.9% | ||
| Q1 25 | 62.3% | -10.8% | ||
| Q4 24 | 65.8% | 13.2% | ||
| Q3 24 | 65.7% | -0.4% | ||
| Q2 24 | 70.2% | -1.0% |
净利率
NNN
RBBN
| Q1 26 | 39.1% | 54.8% | ||
| Q4 25 | 40.2% | — | ||
| Q3 25 | 42.1% | -5.6% | ||
| Q2 25 | 44.3% | -5.0% | ||
| Q1 25 | 41.8% | -14.5% | ||
| Q4 24 | 44.8% | — | ||
| Q3 24 | 44.8% | -6.4% | ||
| Q2 24 | 49.2% | -8.7% |
每股收益(稀释后)
NNN
RBBN
| Q1 26 | $0.50 | $0.50 | ||
| Q4 25 | $0.51 | $0.50 | ||
| Q3 25 | $0.51 | $-0.07 | ||
| Q2 25 | $0.54 | $-0.06 | ||
| Q1 25 | $0.51 | $-0.15 | ||
| Q4 24 | $0.52 | $0.05 | ||
| Q3 24 | $0.53 | $-0.08 | ||
| Q2 24 | $0.58 | $-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 | $4.6M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.4B | $419.1M |
| 总资产 | $9.4B | — |
| 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
NNN
RBBN
| Q1 26 | $4.6M | $67.6M | ||
| Q4 25 | $5.0M | $96.4M | ||
| Q3 25 | $157.9M | $74.8M | ||
| Q2 25 | $6.0M | $60.5M | ||
| Q1 25 | $5.1M | $71.2M | ||
| Q4 24 | $8.7M | $87.8M | ||
| Q3 24 | $173.5M | $37.2M | ||
| Q2 24 | $2.1M | $64.6M |
总债务
NNN
RBBN
| 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
NNN
RBBN
| Q1 26 | $4.4B | $419.1M | ||
| Q4 25 | $4.4B | $449.0M | ||
| Q3 25 | $4.4B | $360.1M | ||
| Q2 25 | $4.4B | $370.4M | ||
| Q1 25 | $4.4B | $381.8M | ||
| Q4 24 | $4.4B | $404.6M | ||
| Q3 24 | $4.4B | $395.5M | ||
| Q2 24 | $4.2B | $405.0M |
总资产
NNN
RBBN
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.4B | $1.2B | ||
| Q3 25 | $9.5B | $1.1B | ||
| Q2 25 | $9.1B | $1.1B | ||
| Q1 25 | $9.0B | $1.1B | ||
| Q4 24 | $8.9B | $1.2B | ||
| Q3 24 | $8.9B | $1.1B | ||
| Q2 24 | $8.7B | $1.1B |
负债/权益比
NNN
RBBN
| 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× |
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
NNN
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |