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ONITY GROUP INC.（ONIT）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
ONITY GROUP INC.的季度营收约是Ribbon Communications Inc.的1.8倍（$290.0M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 43.9%，领先10.9%），ONITY GROUP INC.同比增速更快（29.0% vs -10.3%），过去两年ONITY GROUP INC.的营收复合增速更高（10.1% vs -8.1%）
奥尼提集团（原奥克文）是一家提供住宅及商业抵押贷款 servicing、特殊 servicing以及资产管理服务的供应商，业务性质也可概括为向房主收取每月本金与利息。公司成立于1988年，总部位于佛罗里达州西棕榈滩，在美国多地及菲律宾、印度都设有办公及支持运营点。
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。
ONIT vs RBBN — 直观对比
营收规模更大
ONIT
是对方的1.8倍
$162.6M
营收增速更快
ONIT
高出39.3%
-10.3%
净利率更高
RBBN
高出10.9%
43.9%
两年增速更快
ONIT
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $290.0M | $162.6M |
| 净利润 | $127.2M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | — | 37.6% |
| 净利率 | 43.9% | 54.8% |
| 营收同比 | 29.0% | -10.3% |
| 净利润同比 | 552.7% | — |
| 每股收益（稀释后） | $14.53 | $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ONITRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $290.0M | $227.3M | ||
| Q3 25 | $280.3M | $215.4M | ||
| Q2 25 | $246.6M | $220.6M | ||
| Q1 25 | $249.8M | $181.3M | ||
| Q4 24 | $224.8M | $251.4M | ||
| Q3 24 | $265.7M | $210.2M | ||
| Q2 24 | $246.4M | $192.6M |
净利润ONITRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $127.2M | — | ||
| Q3 25 | $18.7M | $-12.1M | ||
| Q2 25 | $21.5M | $-11.1M | ||
| Q1 25 | $22.1M | $-26.2M | ||
| Q4 24 | $-28.1M | — | ||
| Q3 24 | $21.4M | $-13.4M | ||
| Q2 24 | $10.5M | $-16.8M |
毛利率ONITRBBN
| 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ONITRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | 3.6% | -10.8% | ||
| Q4 24 | -14.9% | 13.2% | ||
| Q3 24 | 10.4% | -0.4% | ||
| Q2 24 | 5.5% | -1.0% |
净利率ONITRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 43.9% | — | ||
| Q3 25 | 6.7% | -5.6% | ||
| Q2 25 | 8.7% | -5.0% | ||
| Q1 25 | 8.8% | -14.5% | ||
| Q4 24 | -12.5% | — | ||
| Q3 24 | 8.1% | -6.4% | ||
| Q2 24 | 4.3% | -8.7% |
每股收益（稀释后）ONITRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $14.53 | $0.50 | ||
| Q3 25 | $2.03 | $-0.07 | ||
| Q2 25 | $2.40 | $-0.06 | ||
| Q1 25 | $2.50 | $-0.15 | ||
| Q4 24 | $-3.59 | $0.05 | ||
| Q3 24 | $2.65 | $-0.08 | ||
| Q2 24 | $1.33 | $-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 | $180.5M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $627.9M | $419.1M |
| 总资产 | $16.2B | — |
| 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ONITRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $180.5M | $96.4M | ||
| Q3 25 | $172.8M | $74.8M | ||
| Q2 25 | $194.3M | $60.5M | ||
| Q1 25 | $178.0M | $71.2M | ||
| Q4 24 | $184.8M | $87.8M | ||
| Q3 24 | $201.6M | $37.2M | ||
| Q2 24 | $203.1M | $64.6M |
总债务ONITRBBN
| 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ONITRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $627.9M | $449.0M | ||
| Q3 25 | $501.4M | $360.1M | ||
| Q2 25 | $481.9M | $370.4M | ||
| Q1 25 | $460.2M | $381.8M | ||
| Q4 24 | $442.9M | $404.6M | ||
| Q3 24 | $468.2M | $395.5M | ||
| Q2 24 | $446.2M | $405.0M |
总资产ONITRBBN
| Q1 26 | — | — | ||
| Q4 25 | $16.2B | $1.2B | ||
| Q3 25 | $16.1B | $1.1B | ||
| Q2 25 | $16.5B | $1.1B | ||
| Q1 25 | $16.3B | $1.1B | ||
| Q4 24 | $16.4B | $1.2B | ||
| Q3 24 | $13.2B | $1.1B | ||
| Q2 24 | $13.1B | $1.1B |
负债/权益比ONITRBBN
| 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 | $-748.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-750.9M | — |
| 自由现金流率自由现金流/营收 | -258.9% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | -5.88× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ONITRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-748.0M | $29.2M | ||
| Q3 25 | $229.5M | $26.5M | ||
| Q2 25 | $-598.8M | $-795.0K | ||
| Q1 25 | $-148.1M | $-3.5M | ||
| Q4 24 | $-573.8M | $61.8M | ||
| Q3 24 | $19.2M | $-14.8M | ||
| Q2 24 | $-77.9M | $-9.8M |
自由现金流ONITRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-750.9M | $27.3M | ||
| Q3 25 | $228.8M | $21.0M | ||
| Q2 25 | — | $-6.5M | ||
| Q1 25 | $-148.4M | $-15.7M | ||
| Q4 24 | $-574.6M | $53.8M | ||
| Q3 24 | $19.1M | $-23.7M | ||
| Q2 24 | $-78.0M | $-12.9M |
自由现金流率ONITRBBN
| Q1 26 | — | — | ||
| Q4 25 | -258.9% | 12.0% | ||
| Q3 25 | 81.6% | 9.7% | ||
| Q2 25 | — | -2.9% | ||
| Q1 25 | -59.4% | -8.7% | ||
| Q4 24 | -255.6% | 21.4% | ||
| Q3 24 | 7.2% | -11.3% | ||
| Q2 24 | -31.7% | -6.7% |
资本支出强度ONITRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 0.2% | 2.6% | ||
| Q2 25 | 0.0% | 2.6% | ||
| Q1 25 | 0.1% | 6.7% | ||
| Q4 24 | 0.4% | 3.2% | ||
| Q3 24 | 0.0% | 4.2% | ||
| Q2 24 | 0.0% | 1.6% |
现金转化率ONITRBBN
| Q1 26 | — | — | ||
| Q4 25 | -5.88× | — | ||
| Q3 25 | 12.27× | — | ||
| Q2 25 | -27.85× | — | ||
| Q1 25 | -6.70× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.90× | — | ||
| Q2 24 | -7.42× | — |
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
ONIT
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
