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OIL STATES INTERNATIONAL, INC（OIS）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
OIL STATES INTERNATIONAL, INC的季度营收约是Ribbon Communications Inc.的1.1倍（$178.5M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs -65.7%，领先120.5%），OIL STATES INTERNATIONAL, INC同比增速更快（8.4% vs -10.3%），过去两年OIL STATES INTERNATIONAL, INC的营收复合增速更高（3.3% vs -8.1%）
石油国家国际公司是一家美国跨国企业，核心业务是为油气行业企业提供专业相关服务，目前是在纽约证券交易所上市的公众公司。
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。
OIS vs RBBN — 直观对比
营收规模更大
OIS
是对方的1.1倍
$162.6M
营收增速更快
OIS
高出18.7%
-10.3%
净利率更高
RBBN
高出120.5%
-65.7%
两年增速更快
OIS
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $178.5M | $162.6M |
| 净利润 | $-117.2M | $89.1M |
| 毛利率 | 10.9% | 42.9% |
| 营业利润率 | -63.7% | 37.6% |
| 净利率 | -65.7% | 54.8% |
| 营收同比 | 8.4% | -10.3% |
| 净利润同比 | -873.2% | — |
| 每股收益（稀释后） | $-1.99 | $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OISRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $178.5M | $227.3M | ||
| Q3 25 | $165.2M | $215.4M | ||
| Q2 25 | $165.4M | $220.6M | ||
| Q1 25 | $159.9M | $181.3M | ||
| Q4 24 | $164.6M | $251.4M | ||
| Q3 24 | $174.3M | $210.2M | ||
| Q2 24 | $186.4M | $192.6M |
净利润OISRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-117.2M | — | ||
| Q3 25 | $1.9M | $-12.1M | ||
| Q2 25 | $2.8M | $-11.1M | ||
| Q1 25 | $3.2M | $-26.2M | ||
| Q4 24 | $15.2M | — | ||
| Q3 24 | $-14.3M | $-13.4M | ||
| Q2 24 | $1.3M | $-16.8M |
毛利率OISRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 10.9% | 53.3% | ||
| Q3 25 | 22.1% | 50.1% | ||
| Q2 25 | 24.2% | 49.6% | ||
| Q1 25 | 23.3% | 45.4% | ||
| Q4 24 | 23.7% | 55.7% | ||
| Q3 24 | 21.7% | 52.1% | ||
| Q2 24 | 23.8% | 50.8% |
营业利润率OISRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | -63.7% | 4.1% | ||
| Q3 25 | 2.9% | 1.3% | ||
| Q2 25 | 3.2% | 1.9% | ||
| Q1 25 | 3.5% | -10.8% | ||
| Q4 24 | 11.2% | 13.2% | ||
| Q3 24 | -6.3% | -0.4% | ||
| Q2 24 | 1.1% | -1.0% |
净利率OISRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -65.7% | — | ||
| Q3 25 | 1.2% | -5.6% | ||
| Q2 25 | 1.7% | -5.0% | ||
| Q1 25 | 2.0% | -14.5% | ||
| Q4 24 | 9.2% | — | ||
| Q3 24 | -8.2% | -6.4% | ||
| Q2 24 | 0.7% | -8.7% |
每股收益（稀释后）OISRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-1.99 | $0.50 | ||
| Q3 25 | $0.03 | $-0.07 | ||
| Q2 25 | $0.05 | $-0.06 | ||
| Q1 25 | $0.05 | $-0.15 | ||
| Q4 24 | $0.24 | $0.05 | ||
| Q3 24 | $-0.23 | $-0.08 | ||
| Q2 24 | $0.02 | $-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 | $69.9M | $67.6M |
| 总债务越低越好 | $1.7M | — |
| 股东权益账面价值 | $573.2M | $419.1M |
| 总资产 | $883.4M | — |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资OISRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $69.9M | $96.4M | ||
| Q3 25 | $67.1M | $74.8M | ||
| Q2 25 | $53.9M | $60.5M | ||
| Q1 25 | $66.8M | $71.2M | ||
| Q4 24 | $65.4M | $87.8M | ||
| Q3 24 | $46.0M | $37.2M | ||
| Q2 24 | $25.2M | $64.6M |
总债务OISRBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.7M | $342.1M | ||
| Q3 25 | $1.9M | $344.3M | ||
| Q2 25 | $1.9M | $346.5M | ||
| Q1 25 | $124.7M | $347.4M | ||
| Q4 24 | $124.7M | $348.3M | ||
| Q3 24 | $124.6M | $349.1M | ||
| Q2 24 | $124.3M | $350.0M |
股东权益OISRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $573.2M | $449.0M | ||
| Q3 25 | $689.0M | $360.1M | ||
| Q2 25 | $690.6M | $370.4M | ||
| Q1 25 | $683.4M | $381.8M | ||
| Q4 24 | $680.7M | $404.6M | ||
| Q3 24 | $684.8M | $395.5M | ||
| Q2 24 | $690.4M | $405.0M |
总资产OISRBBN
| Q1 26 | — | — | ||
| Q4 25 | $883.4M | $1.2B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $993.7M | $1.1B | ||
| Q1 25 | $990.7M | $1.1B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $994.1M | $1.1B | ||
| Q2 24 | $1.0B | $1.1B |
负债/权益比OISRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.76× | ||
| Q3 25 | 0.00× | 0.96× | ||
| Q2 25 | 0.00× | 0.94× | ||
| Q1 25 | 0.18× | 0.91× | ||
| Q4 24 | 0.18× | 0.86× | ||
| Q3 24 | 0.18× | 0.88× | ||
| Q2 24 | 0.18× | 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 | $50.1M | — |
| 自由现金流经营现金流 - 资本支出 | $47.1M | — |
| 自由现金流率自由现金流/营收 | 26.4% | — |
| 资本支出强度资本支出/营收 | 1.7% | — |
| 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 | $73.9M | — |
8季度趋势，按日历期对齐
经营现金流OISRBBN
| Q1 26 | — | — | ||
| Q4 25 | $50.1M | $29.2M | ||
| Q3 25 | $30.7M | $26.5M | ||
| Q2 25 | $15.0M | $-795.0K | ||
| Q1 25 | $9.3M | $-3.5M | ||
| Q4 24 | $18.2M | $61.8M | ||
| Q3 24 | $28.8M | $-14.8M | ||
| Q2 24 | $10.2M | $-9.8M |
自由现金流OISRBBN
| Q1 26 | — | — | ||
| Q4 25 | $47.1M | $27.3M | ||
| Q3 25 | $22.0M | $21.0M | ||
| Q2 25 | $4.7M | $-6.5M | ||
| Q1 25 | $137.0K | $-15.7M | ||
| Q4 24 | $4.0M | $53.8M | ||
| Q3 24 | $21.4M | $-23.7M | ||
| Q2 24 | $4.5M | $-12.9M |
自由现金流率OISRBBN
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | 12.0% | ||
| Q3 25 | 13.3% | 9.7% | ||
| Q2 25 | 2.8% | -2.9% | ||
| Q1 25 | 0.1% | -8.7% | ||
| Q4 24 | 2.4% | 21.4% | ||
| Q3 24 | 12.3% | -11.3% | ||
| Q2 24 | 2.4% | -6.7% |
资本支出强度OISRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 0.9% | ||
| Q3 25 | 5.3% | 2.6% | ||
| Q2 25 | 6.2% | 2.6% | ||
| Q1 25 | 5.7% | 6.7% | ||
| Q4 24 | 8.6% | 3.2% | ||
| Q3 24 | 4.3% | 4.2% | ||
| Q2 24 | 3.1% | 1.6% |
现金转化率OISRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.15× | — | ||
| Q2 25 | 5.33× | — | ||
| Q1 25 | 2.94× | — | ||
| Q4 24 | 1.20× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 7.87× | — |
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
OIS
| Project Driven | $112.6M | 63% |
| Downhole Technologies | $32.1M | 18% |
| Completion And Production Services | $23.1M | 13% |
| Military And Other Products | $10.7M | 6% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
