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OXFORD INDUSTRIES INC(OXM)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
OXFORD INDUSTRIES INC的季度营收约是Ribbon Communications Inc.的1.9倍($307.3M vs $162.6M),Ribbon Communications Inc.净利率更高(54.8% vs -20.7%,领先75.5%),OXFORD INDUSTRIES INC同比增速更快(-0.2% vs -10.3%),过去两年OXFORD INDUSTRIES INC的营收复合增速更高(-3.0% vs -8.1%)
牛津工业公司是美国一家上市服装企业,主打高端服装及服饰产品,旗下拥有多个知名品牌,包括汤米·巴哈马、莉莉·普利策、强尼·瓦斯和萨瑟恩泰德等。
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。
OXM vs RBBN — 直观对比
营收规模更大
OXM
是对方的1.9倍
$162.6M
营收增速更快
OXM
高出10.1%
-10.3%
净利率更高
RBBN
高出75.5%
-20.7%
两年增速更快
OXM
近两年复合增速
-8.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $307.3M | $162.6M |
| 净利润 | $-63.7M | $89.1M |
| 毛利率 | 60.3% | 42.9% |
| 营业利润率 | -27.7% | 37.6% |
| 净利率 | -20.7% | 54.8% |
| 营收同比 | -0.2% | -10.3% |
| 净利润同比 | -1517.6% | — |
| 每股收益(稀释后) | $-4.28 | $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
OXM
RBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $307.3M | $227.3M | ||
| Q3 25 | $403.1M | $215.4M | ||
| Q2 25 | $392.9M | $220.6M | ||
| Q1 25 | — | $181.3M | ||
| Q4 24 | $308.0M | $251.4M | ||
| Q3 24 | $419.9M | $210.2M | ||
| Q2 24 | $398.2M | $192.6M |
净利润
OXM
RBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-63.7M | — | ||
| Q3 25 | $16.7M | $-12.1M | ||
| Q2 25 | $26.2M | $-11.1M | ||
| Q1 25 | — | $-26.2M | ||
| Q4 24 | $-3.9M | — | ||
| Q3 24 | $40.6M | $-13.4M | ||
| Q2 24 | $38.4M | $-16.8M |
毛利率
OXM
RBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 60.3% | 53.3% | ||
| Q3 25 | 61.4% | 50.1% | ||
| Q2 25 | 64.2% | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | 63.1% | 55.7% | ||
| Q3 24 | 63.1% | 52.1% | ||
| Q2 24 | 64.9% | 50.8% |
营业利润率
OXM
RBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | -27.7% | 4.1% | ||
| Q3 25 | 6.3% | 1.3% | ||
| Q2 25 | 9.2% | 1.9% | ||
| Q1 25 | — | -10.8% | ||
| Q4 24 | -2.0% | 13.2% | ||
| Q3 24 | 12.5% | -0.4% | ||
| Q2 24 | 13.2% | -1.0% |
净利率
OXM
RBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -20.7% | — | ||
| Q3 25 | 4.1% | -5.6% | ||
| Q2 25 | 6.7% | -5.0% | ||
| Q1 25 | — | -14.5% | ||
| Q4 24 | -1.3% | — | ||
| Q3 24 | 9.7% | -6.4% | ||
| Q2 24 | 9.6% | -8.7% |
每股收益(稀释后)
OXM
RBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-4.28 | $0.50 | ||
| Q3 25 | $1.12 | $-0.07 | ||
| Q2 25 | $1.70 | $-0.06 | ||
| Q1 25 | — | $-0.15 | ||
| Q4 24 | $-0.25 | $0.05 | ||
| Q3 24 | $2.57 | $-0.08 | ||
| Q2 24 | $2.42 | $-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 | $8.0M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $528.0M | $419.1M |
| 总资产 | $1.3B | — |
| 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
OXM
RBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $8.0M | $96.4M | ||
| Q3 25 | $6.9M | $74.8M | ||
| Q2 25 | $8.2M | $60.5M | ||
| Q1 25 | — | $71.2M | ||
| Q4 24 | $7.0M | $87.8M | ||
| Q3 24 | $18.4M | $37.2M | ||
| Q2 24 | $7.7M | $64.6M |
总债务
OXM
RBBN
| 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
OXM
RBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $528.0M | $449.0M | ||
| Q3 25 | $597.1M | $360.1M | ||
| Q2 25 | $592.4M | $370.4M | ||
| Q1 25 | — | $381.8M | ||
| Q4 24 | $612.2M | $404.6M | ||
| Q3 24 | $621.6M | $395.5M | ||
| Q2 24 | $592.9M | $405.0M |
总资产
OXM
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.2B | $1.1B |
负债/权益比
OXM
RBBN
| 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 | $-9.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-47.9M | — |
| 自由现金流率自由现金流/营收 | -15.6% | — |
| 资本支出强度资本支出/营收 | 12.6% | — |
| 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 | $-79.9M | — |
8季度趋势,按日历期对齐
经营现金流
OXM
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $-9.1M | $29.2M | ||
| Q3 25 | $83.5M | $26.5M | ||
| Q2 25 | $-3.9M | $-795.0K | ||
| Q1 25 | — | $-3.5M | ||
| Q4 24 | $-18.2M | $61.8M | ||
| Q3 24 | $88.8M | $-14.8M | ||
| Q2 24 | $32.9M | $-9.8M |
自由现金流
OXM
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $-47.9M | $27.3M | ||
| Q3 25 | $52.3M | $21.0M | ||
| Q2 25 | $-27.4M | $-6.5M | ||
| Q1 25 | — | $-15.7M | ||
| Q4 24 | $-56.9M | $53.8M | ||
| Q3 24 | $47.2M | $-23.7M | ||
| Q2 24 | $21.0M | $-12.9M |
自由现金流率
OXM
RBBN
| Q1 26 | — | — | ||
| Q4 25 | -15.6% | 12.0% | ||
| Q3 25 | 13.0% | 9.7% | ||
| Q2 25 | -7.0% | -2.9% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | -18.5% | 21.4% | ||
| Q3 24 | 11.2% | -11.3% | ||
| Q2 24 | 5.3% | -6.7% |
资本支出强度
OXM
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 0.9% | ||
| Q3 25 | 7.7% | 2.6% | ||
| Q2 25 | 6.0% | 2.6% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | 12.6% | 3.2% | ||
| Q3 24 | 9.9% | 4.2% | ||
| Q2 24 | 3.0% | 1.6% |
现金转化率
OXM
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 5.00× | — | ||
| Q2 25 | -0.15× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.19× | — | ||
| Q2 24 | 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
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |