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OLAPLEX HOLDINGS, INC.（OLPX）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OLAPLEX HOLDINGS, INC.的1.5倍（$162.6M vs $105.1M），Ribbon Communications Inc.净利率更高（54.8% vs -12.5%，领先67.2%），OLAPLEX HOLDINGS, INC.同比增速更快（4.3% vs -10.3%），过去两年OLAPLEX HOLDINGS, INC.的营收复合增速更高（3.1% vs -8.1%）
Olaplex Holdings是一家专业美容企业，主打专利头发键结构修复护发产品，运营沙龙专业分销、直面消费者销售、第三方零售三大核心板块，产品可修复烫染、高温等导致的发质损伤，销售网络覆盖北美、欧洲及亚太地区。
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。
OLPX vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.5倍
$105.1M
营收增速更快
OLPX
高出14.6%
-10.3%
净利率更高
RBBN
高出67.2%
-12.5%
两年增速更快
OLPX
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $105.1M | $162.6M |
| 净利润 | $-13.1M | $89.1M |
| 毛利率 | 68.0% | 42.9% |
| 营业利润率 | -4.3% | 37.6% |
| 净利率 | -12.5% | 54.8% |
| 营收同比 | 4.3% | -10.3% |
| 净利润同比 | -48.9% | — |
| 每股收益（稀释后） | $-0.02 | $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OLPXRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $105.1M | $227.3M | ||
| Q3 25 | $114.6M | $215.4M | ||
| Q2 25 | $106.3M | $220.6M | ||
| Q1 25 | $97.0M | $181.3M | ||
| Q4 24 | $100.7M | $251.4M | ||
| Q3 24 | $119.1M | $210.2M | ||
| Q2 24 | $103.9M | $192.6M |
净利润OLPXRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-13.1M | — | ||
| Q3 25 | $11.1M | $-12.1M | ||
| Q2 25 | $-7.7M | $-11.1M | ||
| Q1 25 | $465.0K | $-26.2M | ||
| Q4 24 | $-8.8M | — | ||
| Q3 24 | $14.8M | $-13.4M | ||
| Q2 24 | $5.8M | $-16.8M |
毛利率OLPXRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 68.0% | 53.3% | ||
| Q3 25 | 69.1% | 50.1% | ||
| Q2 25 | 71.2% | 49.6% | ||
| Q1 25 | 69.5% | 45.4% | ||
| Q4 24 | 66.3% | 55.7% | ||
| Q3 24 | 68.6% | 52.1% | ||
| Q2 24 | 69.7% | 50.8% |
营业利润率OLPXRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | -4.3% | 4.1% | ||
| Q3 25 | 3.7% | 1.3% | ||
| Q2 25 | -1.1% | 1.9% | ||
| Q1 25 | 8.7% | -10.8% | ||
| Q4 24 | 3.0% | 13.2% | ||
| Q3 24 | 23.5% | -0.4% | ||
| Q2 24 | 15.7% | -1.0% |
净利率OLPXRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -12.5% | — | ||
| Q3 25 | 9.7% | -5.6% | ||
| Q2 25 | -7.3% | -5.0% | ||
| Q1 25 | 0.5% | -14.5% | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | 12.4% | -6.4% | ||
| Q2 24 | 5.6% | -8.7% |
每股收益（稀释后）OLPXRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.02 | $0.50 | ||
| Q3 25 | $0.02 | $-0.07 | ||
| Q2 25 | $-0.01 | $-0.06 | ||
| Q1 25 | $0.00 | $-0.15 | ||
| Q4 24 | $-0.01 | $0.05 | ||
| Q3 24 | $0.02 | $-0.08 | ||
| Q2 24 | $0.01 | $-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 | $318.7M | $67.6M |
| 总债务越低越好 | $352.3M | — |
| 股东权益账面价值 | $879.4M | $419.1M |
| 总资产 | $1.5B | — |
| 负债/权益比越低杠杆越低 | 0.40× | — |
8季度趋势，按日历期对齐
现金及短期投资OLPXRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $318.7M | $96.4M | ||
| Q3 25 | $286.4M | $74.8M | ||
| Q2 25 | $289.3M | $60.5M | ||
| Q1 25 | $580.9M | $71.2M | ||
| Q4 24 | $586.0M | $87.8M | ||
| Q3 24 | $538.8M | $37.2M | ||
| Q2 24 | $507.9M | $64.6M |
总债务OLPXRBBN
| Q1 26 | — | — | ||
| Q4 25 | $352.3M | $342.1M | ||
| Q3 25 | $352.1M | $344.3M | ||
| Q2 25 | $351.9M | $346.5M | ||
| Q1 25 | $649.1M | $347.4M | ||
| Q4 24 | $650.5M | $348.3M | ||
| Q3 24 | $651.8M | $349.1M | ||
| Q2 24 | $653.1M | $350.0M |
股东权益OLPXRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $879.4M | $449.0M | ||
| Q3 25 | $888.7M | $360.1M | ||
| Q2 25 | $874.2M | $370.4M | ||
| Q1 25 | $878.3M | $381.8M | ||
| Q4 24 | $874.4M | $404.6M | ||
| Q3 24 | $879.7M | $395.5M | ||
| Q2 24 | $863.3M | $405.0M |
总资产OLPXRBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.8B | $1.1B |
负债/权益比OLPXRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.40× | 0.76× | ||
| Q3 25 | 0.40× | 0.96× | ||
| Q2 25 | 0.40× | 0.94× | ||
| Q1 25 | 0.74× | 0.91× | ||
| Q4 24 | 0.74× | 0.86× | ||
| Q3 24 | 0.74× | 0.88× | ||
| Q2 24 | 0.76× | 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 | $32.7M | — |
| 自由现金流经营现金流 - 资本支出 | $32.6M | — |
| 自由现金流率自由现金流/营收 | 31.0% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | $58.3M | — |
8季度趋势，按日历期对齐
经营现金流OLPXRBBN
| Q1 26 | — | — | ||
| Q4 25 | $32.7M | $29.2M | ||
| Q3 25 | $8.0M | $26.5M | ||
| Q2 25 | $20.9M | $-795.0K | ||
| Q1 25 | $-2.9M | $-3.5M | ||
| Q4 24 | $49.7M | $61.8M | ||
| Q3 24 | $33.5M | $-14.8M | ||
| Q2 24 | $16.2M | $-9.8M |
自由现金流OLPXRBBN
| Q1 26 | — | — | ||
| Q4 25 | $32.6M | $27.3M | ||
| Q3 25 | $7.9M | $21.0M | ||
| Q2 25 | $20.8M | $-6.5M | ||
| Q1 25 | $-3.0M | $-15.7M | ||
| Q4 24 | $49.2M | $53.8M | ||
| Q3 24 | $33.3M | $-23.7M | ||
| Q2 24 | $16.1M | $-12.9M |
自由现金流率OLPXRBBN
| Q1 26 | — | — | ||
| Q4 25 | 31.0% | 12.0% | ||
| Q3 25 | 6.9% | 9.7% | ||
| Q2 25 | 19.6% | -2.9% | ||
| Q1 25 | -3.1% | -8.7% | ||
| Q4 24 | 48.9% | 21.4% | ||
| Q3 24 | 28.0% | -11.3% | ||
| Q2 24 | 15.5% | -6.7% |
资本支出强度OLPXRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 0.9% | ||
| Q3 25 | 0.1% | 2.6% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | 0.0% | 6.7% | ||
| Q4 24 | 0.4% | 3.2% | ||
| Q3 24 | 0.1% | 4.2% | ||
| Q2 24 | 0.1% | 1.6% |
现金转化率OLPXRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -6.27× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.26× | — | ||
| Q2 24 | 2.81× | — |
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
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
