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OCTAVE SPECIALTY GROUP INC（OSG）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OCTAVE SPECIALTY GROUP INC的1.6倍（$162.6M vs $104.2M），Ribbon Communications Inc.净利率更高（54.8% vs -6.6%，领先61.4%），OCTAVE SPECIALTY GROUP INC同比增速更快（66.0% vs -10.3%），过去两年OCTAVE SPECIALTY GROUP INC的营收复合增速更高（42.9% vs -8.1%）
奥克塔夫专业集团是一家专业保险控股企业，主营定制化财产与意外伤害保险产品，核心业务聚焦超额剩余保险领域，为北美地区的商业及个人客户提供定制化风险保障解决方案。
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。
OSG vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.6倍
$104.2M
营收增速更快
OSG
高出76.3%
-10.3%
净利率更高
RBBN
高出61.4%
-6.6%
两年增速更快
OSG
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $104.2M | $162.6M |
| 净利润 | $-6.9M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | — | 37.6% |
| 净利率 | -6.6% | 54.8% |
| 营收同比 | 66.0% | -10.3% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $-0.13 | $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OSGRBBN
| Q1 26 | $104.2M | $162.6M | ||
| Q4 25 | $66.9M | $227.3M | ||
| Q3 25 | $66.6M | $215.4M | ||
| Q2 25 | $55.0M | $220.6M | ||
| Q1 25 | $62.8M | $181.3M | ||
| Q4 24 | $65.2M | $251.4M | ||
| Q3 24 | $70.0M | $210.2M | ||
| Q2 24 | $51.0M | $192.6M |
净利润OSGRBBN
| Q1 26 | $-6.9M | $89.1M | ||
| Q4 25 | $-29.7M | — | ||
| Q3 25 | $-112.6M | $-12.1M | ||
| Q2 25 | $-72.7M | $-11.1M | ||
| Q1 25 | $-44.7M | $-26.2M | ||
| Q4 24 | $-20.9M | — | ||
| Q3 24 | $-27.5M | $-13.4M | ||
| Q2 24 | $-750.0K | $-16.8M |
毛利率OSGRBBN
| 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OSGRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | -76.7% | 4.1% | ||
| Q3 25 | -48.2% | 1.3% | ||
| Q2 25 | -41.8% | 1.9% | ||
| Q1 25 | -24.1% | -10.8% | ||
| Q4 24 | -55.5% | 13.2% | ||
| Q3 24 | -29.7% | -0.4% | ||
| Q2 24 | -28.9% | -1.0% |
净利率OSGRBBN
| Q1 26 | -6.6% | 54.8% | ||
| Q4 25 | -73.8% | — | ||
| Q3 25 | -169.1% | -5.6% | ||
| Q2 25 | -132.3% | -5.0% | ||
| Q1 25 | -71.3% | -14.5% | ||
| Q4 24 | -55.1% | — | ||
| Q3 24 | -39.3% | -6.4% | ||
| Q2 24 | -1.5% | -8.7% |
每股收益（稀释后）OSGRBBN
| Q1 26 | $-0.13 | $0.50 | ||
| Q4 25 | $-0.82 | $0.50 | ||
| Q3 25 | $-2.35 | $-0.07 | ||
| Q2 25 | $-1.54 | $-0.06 | ||
| Q1 25 | $-1.22 | $-0.15 | ||
| Q4 24 | $-11.75 | $0.05 | ||
| Q3 24 | $-0.63 | $-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 | — | $67.6M |
| 总债务越低越好 | $117.1M | — |
| 股东权益账面价值 | $833.6M | $419.1M |
| 总资产 | $2.3B | — |
| 负债/权益比越低杠杆越低 | 0.14× | — |
8季度趋势，按日历期对齐
现金及短期投资OSGRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $146.4M | $96.4M | ||
| Q3 25 | $27.5M | $74.8M | ||
| Q2 25 | $22.5M | $60.5M | ||
| Q1 25 | $34.1M | $71.2M | ||
| Q4 24 | $157.2M | $87.8M | ||
| Q3 24 | $40.8M | $37.2M | ||
| Q2 24 | $14.6M | $64.6M |
总债务OSGRBBN
| Q1 26 | $117.1M | — | ||
| Q4 25 | $117.6M | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | $0 | $348.3M | ||
| Q3 24 | $518.0M | $349.1M | ||
| Q2 24 | $515.0M | $350.0M |
股东权益OSGRBBN
| Q1 26 | $833.6M | $419.1M | ||
| Q4 25 | $715.8M | $449.0M | ||
| Q3 25 | $843.4M | $360.1M | ||
| Q2 25 | $859.8M | $370.4M | ||
| Q1 25 | $852.2M | $381.8M | ||
| Q4 24 | $798.4M | $404.6M | ||
| Q3 24 | $1.5B | $395.5M | ||
| Q2 24 | $1.4B | $405.0M |
总资产OSGRBBN
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $8.5B | $1.1B | ||
| Q1 25 | $8.3B | $1.1B | ||
| Q4 24 | $8.1B | $1.2B | ||
| Q3 24 | $9.3B | $1.1B | ||
| Q2 24 | $8.2B | $1.1B |
负债/权益比OSGRBBN
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.16× | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | 0.00× | 0.86× | ||
| Q3 24 | 0.35× | 0.88× | ||
| Q2 24 | 0.38× | 0.86× |
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
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
