vs
Offerpad Solutions Inc.（OPAD）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Offerpad Solutions Inc.的1.4倍（$162.6M vs $114.1M），Ribbon Communications Inc.同比增速更快（-10.3% vs -34.5%），过去两年Ribbon Communications Inc.的营收复合增速更高（-8.1% vs -36.8%）
Offerpad Solutions Inc是美国知名房地产科技企业，专注于简化住宅房产交易流程，采用iBuyer模式直接向卖家收购房屋，完成翻新后挂牌出售，同时提供按揭、产权服务、灵活搬迁方案等配套服务，业务覆盖美国数十个州。
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。
OPAD vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.4倍
$114.1M
营收增速更快
RBBN
高出24.2%
-34.5%
两年增速更快
RBBN
近两年复合增速
-36.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $114.1M | $162.6M |
| 净利润 | — | $89.1M |
| 毛利率 | 7.0% | 42.9% |
| 营业利润率 | — | 37.6% |
| 净利率 | — | 54.8% |
| 营收同比 | -34.5% | -10.3% |
| 净利润同比 | 49.1% | — |
| 每股收益（稀释后） | — | $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OPADRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $114.1M | $227.3M | ||
| Q3 25 | $132.7M | $215.4M | ||
| Q2 25 | $160.3M | $220.6M | ||
| Q1 25 | $160.7M | $181.3M | ||
| Q4 24 | $174.3M | $251.4M | ||
| Q3 24 | $208.1M | $210.2M | ||
| Q2 24 | $251.1M | $192.6M |
净利润OPADRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | — | — | ||
| Q3 25 | $-11.6M | $-12.1M | ||
| Q2 25 | $-10.9M | $-11.1M | ||
| Q1 25 | $-15.1M | $-26.2M | ||
| Q4 24 | $-17.3M | — | ||
| Q3 24 | $-13.5M | $-13.4M | ||
| Q2 24 | $-13.8M | $-16.8M |
毛利率OPADRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 7.0% | 53.3% | ||
| Q3 25 | 7.0% | 50.1% | ||
| Q2 25 | 8.9% | 49.6% | ||
| Q1 25 | 6.5% | 45.4% | ||
| Q4 24 | 6.1% | 55.7% | ||
| Q3 24 | 8.2% | 52.1% | ||
| Q2 24 | 8.7% | 50.8% |
营业利润率OPADRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | -5.1% | 1.3% | ||
| Q2 25 | -4.9% | 1.9% | ||
| Q1 25 | -7.2% | -10.8% | ||
| Q4 24 | -7.8% | 13.2% | ||
| Q3 24 | -4.3% | -0.4% | ||
| Q2 24 | -3.9% | -1.0% |
净利率OPADRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | -8.7% | -5.6% | ||
| Q2 25 | -6.8% | -5.0% | ||
| Q1 25 | -9.4% | -14.5% | ||
| Q4 24 | -9.9% | — | ||
| Q3 24 | -6.5% | -6.4% | ||
| Q2 24 | -5.5% | -8.7% |
每股收益（稀释后）OPADRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | — | $0.50 | ||
| Q3 25 | $-0.37 | $-0.07 | ||
| Q2 25 | $-0.39 | $-0.06 | ||
| Q1 25 | $-0.55 | $-0.15 | ||
| Q4 24 | $-0.64 | $0.05 | ||
| Q3 24 | $-0.49 | $-0.08 | ||
| Q2 24 | $-0.50 | $-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 | $26.5M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $38.2M | $419.1M |
| 总资产 | $154.8M | — |
| 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OPADRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $26.5M | $96.4M | ||
| Q3 25 | $31.0M | $74.8M | ||
| Q2 25 | $22.6M | $60.5M | ||
| Q1 25 | $30.8M | $71.2M | ||
| Q4 24 | $43.0M | $87.8M | ||
| Q3 24 | $48.5M | $37.2M | ||
| Q2 24 | $56.9M | $64.6M |
总债务OPADRBBN
| 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OPADRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $38.2M | $449.0M | ||
| Q3 25 | $39.9M | $360.1M | ||
| Q2 25 | $24.5M | $370.4M | ||
| Q1 25 | $34.2M | $381.8M | ||
| Q4 24 | $47.7M | $404.6M | ||
| Q3 24 | $64.7M | $395.5M | ||
| Q2 24 | $77.6M | $405.0M |
总资产OPADRBBN
| Q1 26 | — | — | ||
| Q4 25 | $154.8M | $1.2B | ||
| Q3 25 | $223.5M | $1.1B | ||
| Q2 25 | $268.0M | $1.1B | ||
| Q1 25 | $274.5M | $1.1B | ||
| Q4 24 | $313.1M | $1.2B | ||
| Q3 24 | $338.5M | $1.1B | ||
| Q2 24 | $406.6M | $1.1B |
负债/权益比OPADRBBN
| 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 | $66.8M | — |
| 自由现金流经营现金流 - 资本支出 | $65.7M | — |
| 自由现金流率自由现金流/营收 | 57.6% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流OPADRBBN
| Q1 26 | — | — | ||
| Q4 25 | $66.8M | $29.2M | ||
| Q3 25 | $40.0M | $26.5M | ||
| Q2 25 | $-13.5M | $-795.0K | ||
| Q1 25 | $-10.2M | $-3.5M | ||
| Q4 24 | $20.8M | $61.8M | ||
| Q3 24 | $39.6M | $-14.8M | ||
| Q2 24 | $-54.4M | $-9.8M |
自由现金流OPADRBBN
| Q1 26 | — | — | ||
| Q4 25 | $65.7M | $27.3M | ||
| Q3 25 | — | $21.0M | ||
| Q2 25 | $-13.6M | $-6.5M | ||
| Q1 25 | $-11.2M | $-15.7M | ||
| Q4 24 | $15.4M | $53.8M | ||
| Q3 24 | $38.7M | $-23.7M | ||
| Q2 24 | $-54.4M | $-12.9M |
自由现金流率OPADRBBN
| Q1 26 | — | — | ||
| Q4 25 | 57.6% | 12.0% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | -8.5% | -2.9% | ||
| Q1 25 | -7.0% | -8.7% | ||
| Q4 24 | 8.9% | 21.4% | ||
| Q3 24 | 18.6% | -11.3% | ||
| Q2 24 | -21.7% | -6.7% |
资本支出强度OPADRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 0.9% | ||
| Q3 25 | 0.0% | 2.6% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | 0.6% | 6.7% | ||
| Q4 24 | 3.1% | 3.2% | ||
| Q3 24 | 0.4% | 4.2% | ||
| Q2 24 | 0.0% | 1.6% |
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
OPAD
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
