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NOVANTA INC（NOVT）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
NOVANTA INC的季度营收约是Ribbon Communications Inc.的1.6倍（$258.3M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 6.8%，领先48.0%），NOVANTA INC同比增速更快（8.5% vs -10.3%），过去两年NOVANTA INC的营收复合增速更高（5.8% vs -8.1%）
Novanta Inc是一家全球技术供应商，主营高精度光子学、运动控制与机器视觉解决方案，核心服务领域覆盖医疗设备制造、先进工业自动化、机器人及生命科学行业，助力全球客户提升产品性能、推动技术创新。
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。
NOVT vs RBBN — 直观对比
营收规模更大
NOVT
是对方的1.6倍
$162.6M
营收增速更快
NOVT
高出18.8%
-10.3%
净利率更高
RBBN
高出48.0%
6.8%
两年增速更快
NOVT
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $258.3M | $162.6M |
| 净利润 | $17.5M | $89.1M |
| 毛利率 | 43.8% | 42.9% |
| 营业利润率 | 9.6% | 37.6% |
| 净利率 | 6.8% | 54.8% |
| 营收同比 | 8.5% | -10.3% |
| 净利润同比 | 6.1% | — |
| 每股收益（稀释后） | $0.46 | $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NOVTRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $258.3M | $227.3M | ||
| Q3 25 | $247.8M | $215.4M | ||
| Q2 25 | $241.0M | $220.6M | ||
| Q1 25 | $233.4M | $181.3M | ||
| Q4 24 | $238.1M | $251.4M | ||
| Q3 24 | $244.4M | $210.2M | ||
| Q2 24 | $235.9M | $192.6M |
净利润NOVTRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $17.5M | — | ||
| Q3 25 | $10.7M | $-12.1M | ||
| Q2 25 | $4.5M | $-11.1M | ||
| Q1 25 | $21.2M | $-26.2M | ||
| Q4 24 | $16.5M | — | ||
| Q3 24 | $19.2M | $-13.4M | ||
| Q2 24 | $13.8M | $-16.8M |
毛利率NOVTRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 43.8% | 53.3% | ||
| Q3 25 | 44.8% | 50.1% | ||
| Q2 25 | 44.3% | 49.6% | ||
| Q1 25 | 44.7% | 45.4% | ||
| Q4 24 | 45.5% | 55.7% | ||
| Q3 24 | 44.7% | 52.1% | ||
| Q2 24 | 44.0% | 50.8% |
营业利润率NOVTRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 9.6% | 4.1% | ||
| Q3 25 | 8.8% | 1.3% | ||
| Q2 25 | 6.2% | 1.9% | ||
| Q1 25 | 13.9% | -10.8% | ||
| Q4 24 | 11.2% | 13.2% | ||
| Q3 24 | 13.3% | -0.4% | ||
| Q2 24 | 10.9% | -1.0% |
净利率NOVTRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 4.3% | -5.6% | ||
| Q2 25 | 1.9% | -5.0% | ||
| Q1 25 | 9.1% | -14.5% | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 7.9% | -6.4% | ||
| Q2 24 | 5.8% | -8.7% |
每股收益（稀释后）NOVTRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.46 | $0.50 | ||
| Q3 25 | $0.30 | $-0.07 | ||
| Q2 25 | $0.12 | $-0.06 | ||
| Q1 25 | $0.59 | $-0.15 | ||
| Q4 24 | $0.45 | $0.05 | ||
| Q3 24 | $0.53 | $-0.08 | ||
| Q2 24 | $0.38 | $-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 | $380.9M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $419.1M |
| 总资产 | $1.8B | — |
| 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NOVTRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $380.9M | $96.4M | ||
| Q3 25 | $89.2M | $74.8M | ||
| Q2 25 | $109.9M | $60.5M | ||
| Q1 25 | $106.0M | $71.2M | ||
| Q4 24 | $114.0M | $87.8M | ||
| Q3 24 | $92.7M | $37.2M | ||
| Q2 24 | $98.5M | $64.6M |
总债务NOVTRBBN
| 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NOVTRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $1.3B | $449.0M | ||
| Q3 25 | $801.5M | $360.1M | ||
| Q2 25 | $801.4M | $370.4M | ||
| Q1 25 | $769.8M | $381.8M | ||
| Q4 24 | $745.7M | $404.6M | ||
| Q3 24 | $742.2M | $395.5M | ||
| Q2 24 | $702.0M | $405.0M |
总资产NOVTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $1.2B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.4B | $1.1B |
负债/权益比NOVTRBBN
| 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 | $8.8M | — |
| 自由现金流经营现金流 - 资本支出 | $5.1M | — |
| 自由现金流率自由现金流/营收 | 2.0% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 0.50× | — |
| 过去12个月自由现金流最近4个季度 | $48.4M | — |
8季度趋势，按日历期对齐
经营现金流NOVTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $8.8M | $29.2M | ||
| Q3 25 | $8.5M | $26.5M | ||
| Q2 25 | $15.1M | $-795.0K | ||
| Q1 25 | $31.7M | $-3.5M | ||
| Q4 24 | $61.6M | $61.8M | ||
| Q3 24 | $23.0M | $-14.8M | ||
| Q2 24 | $41.1M | $-9.8M |
自由现金流NOVTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $5.1M | $27.3M | ||
| Q3 25 | $4.2M | $21.0M | ||
| Q2 25 | $11.7M | $-6.5M | ||
| Q1 25 | $27.4M | $-15.7M | ||
| Q4 24 | $59.3M | $53.8M | ||
| Q3 24 | $19.5M | $-23.7M | ||
| Q2 24 | $36.2M | $-12.9M |
自由现金流率NOVTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 12.0% | ||
| Q3 25 | 1.7% | 9.7% | ||
| Q2 25 | 4.8% | -2.9% | ||
| Q1 25 | 11.7% | -8.7% | ||
| Q4 24 | 24.9% | 21.4% | ||
| Q3 24 | 8.0% | -11.3% | ||
| Q2 24 | 15.3% | -6.7% |
资本支出强度NOVTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.9% | ||
| Q3 25 | 1.7% | 2.6% | ||
| Q2 25 | 1.4% | 2.6% | ||
| Q1 25 | 1.8% | 6.7% | ||
| Q4 24 | 0.9% | 3.2% | ||
| Q3 24 | 1.5% | 4.2% | ||
| Q2 24 | 2.1% | 1.6% |
现金转化率NOVTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.50× | — | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 3.35× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 3.74× | — | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 2.99× | — |
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
NOVT
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
