vs
Portillo's Inc.（PTLO）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
Portillo's Inc.的季度营收约是Ribbon Communications Inc.的1.1倍（$185.7M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 3.4%，领先51.4%），Portillo's Inc.同比增速更快（0.6% vs -10.3%），过去两年Portillo's Inc.的营收复合增速更高（5.8% vs -8.1%）
Portillo's Inc.是总部位于美国芝加哥地区的休闲快餐连锁品牌，主打芝加哥风味美食，代表菜品包括芝加哥热狗、麦克斯韦街波兰香肠以及意式牛肉三明治。该品牌由迪克·波蒂略于1963年4月9日在伊利诺伊州维拉公园创立，最初门店名为“The Dog House”。
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。
PTLO vs RBBN — 直观对比
营收规模更大
PTLO
是对方的1.1倍
$162.6M
营收增速更快
PTLO
高出10.9%
-10.3%
净利率更高
RBBN
高出51.4%
3.4%
两年增速更快
PTLO
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.7M | $162.6M |
| 净利润 | $6.3M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 5.6% | 37.6% |
| 净利率 | 3.4% | 54.8% |
| 营收同比 | 0.6% | -10.3% |
| 净利润同比 | -49.5% | — |
| 每股收益（稀释后） | $0.08 | $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PTLORBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $185.7M | $227.3M | ||
| Q3 25 | $181.4M | $215.4M | ||
| Q2 25 | $188.5M | $220.6M | ||
| Q1 25 | $176.4M | $181.3M | ||
| Q4 24 | $184.6M | $251.4M | ||
| Q3 24 | $178.3M | $210.2M | ||
| Q2 24 | $181.9M | $192.6M |
净利润PTLORBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $6.3M | — | ||
| Q3 25 | $1.2M | $-12.1M | ||
| Q2 25 | $8.7M | $-11.1M | ||
| Q1 25 | $3.3M | $-26.2M | ||
| Q4 24 | $12.4M | — | ||
| Q3 24 | $7.2M | $-13.4M | ||
| Q2 24 | $6.5M | $-16.8M |
毛利率PTLORBBN
| 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PTLORBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 5.6% | 4.1% | ||
| Q3 25 | 3.0% | 1.3% | ||
| Q2 25 | 9.3% | 1.9% | ||
| Q1 25 | 5.9% | -10.8% | ||
| Q4 24 | 7.5% | 13.2% | ||
| Q3 24 | 9.0% | -0.4% | ||
| Q2 24 | 10.0% | -1.0% |
净利率PTLORBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 3.4% | — | ||
| Q3 25 | 0.7% | -5.6% | ||
| Q2 25 | 4.6% | -5.0% | ||
| Q1 25 | 1.9% | -14.5% | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 4.1% | -6.4% | ||
| Q2 24 | 3.6% | -8.7% |
每股收益（稀释后）PTLORBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.08 | $0.50 | ||
| Q3 25 | $0.02 | $-0.07 | ||
| Q2 25 | $0.12 | $-0.06 | ||
| Q1 25 | $0.05 | $-0.15 | ||
| Q4 24 | $0.17 | $0.05 | ||
| Q3 24 | $0.11 | $-0.08 | ||
| Q2 24 | $0.10 | $-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 | $334.2M | — |
| 股东权益账面价值 | $467.8M | $419.1M |
| 总资产 | $1.6B | — |
| 负债/权益比越低杠杆越低 | 0.71× | — |
8季度趋势，按日历期对齐
现金及短期投资PTLORBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | — | $96.4M | ||
| Q3 25 | — | $74.8M | ||
| Q2 25 | — | $60.5M | ||
| Q1 25 | — | $71.2M | ||
| Q4 24 | — | $87.8M | ||
| Q3 24 | — | $37.2M | ||
| Q2 24 | — | $64.6M |
总债务PTLORBBN
| Q1 26 | — | — | ||
| Q4 25 | $334.2M | $342.1M | ||
| Q3 25 | $322.6M | $344.3M | ||
| Q2 25 | $317.0M | $346.5M | ||
| Q1 25 | $319.8M | $347.4M | ||
| Q4 24 | $311.7M | $348.3M | ||
| Q3 24 | $302.2M | $349.1M | ||
| Q2 24 | $305.1M | $350.0M |
股东权益PTLORBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $467.8M | $449.0M | ||
| Q3 25 | $459.4M | $360.1M | ||
| Q2 25 | $458.9M | $370.4M | ||
| Q1 25 | $406.9M | $381.8M | ||
| Q4 24 | $401.1M | $404.6M | ||
| Q3 24 | $382.4M | $395.5M | ||
| Q2 24 | $370.2M | $405.0M |
总资产PTLORBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.6B | $1.1B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.4B | $1.1B |
负债/权益比PTLORBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.71× | 0.76× | ||
| Q3 25 | 0.70× | 0.96× | ||
| Q2 25 | 0.69× | 0.94× | ||
| Q1 25 | 0.79× | 0.91× | ||
| Q4 24 | 0.78× | 0.86× | ||
| Q3 24 | 0.79× | 0.88× | ||
| Q2 24 | 0.82× | 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 | $23.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-9.2M | — |
| 自由现金流率自由现金流/营收 | -4.9% | — |
| 资本支出强度资本支出/营收 | 17.4% | — |
| 现金转化率经营现金流/净利润 | 3.69× | — |
| 过去12个月自由现金流最近4个季度 | $-18.5M | — |
8季度趋势，按日历期对齐
经营现金流PTLORBBN
| Q1 26 | — | — | ||
| Q4 25 | $23.2M | $29.2M | ||
| Q3 25 | $20.0M | $26.5M | ||
| Q2 25 | $19.2M | $-795.0K | ||
| Q1 25 | $9.4M | $-3.5M | ||
| Q4 24 | $26.1M | $61.8M | ||
| Q3 24 | $30.3M | $-14.8M | ||
| Q2 24 | $32.6M | $-9.8M |
自由现金流PTLORBBN
| Q1 26 | — | — | ||
| Q4 25 | $-9.2M | $27.3M | ||
| Q3 25 | $-5.0M | $21.0M | ||
| Q2 25 | $5.2M | $-6.5M | ||
| Q1 25 | $-9.6M | $-15.7M | ||
| Q4 24 | $-5.6M | $53.8M | ||
| Q3 24 | $7.7M | $-23.7M | ||
| Q2 24 | $15.6M | $-12.9M |
自由现金流率PTLORBBN
| Q1 26 | — | — | ||
| Q4 25 | -4.9% | 12.0% | ||
| Q3 25 | -2.7% | 9.7% | ||
| Q2 25 | 2.8% | -2.9% | ||
| Q1 25 | -5.4% | -8.7% | ||
| Q4 24 | -3.0% | 21.4% | ||
| Q3 24 | 4.3% | -11.3% | ||
| Q2 24 | 8.6% | -6.7% |
资本支出强度PTLORBBN
| Q1 26 | — | — | ||
| Q4 25 | 17.4% | 0.9% | ||
| Q3 25 | 13.8% | 2.6% | ||
| Q2 25 | 7.5% | 2.6% | ||
| Q1 25 | 10.8% | 6.7% | ||
| Q4 24 | 17.2% | 3.2% | ||
| Q3 24 | 12.7% | 4.2% | ||
| Q2 24 | 9.3% | 1.6% |
现金转化率PTLORBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.69× | — | ||
| Q3 25 | 16.51× | — | ||
| Q2 25 | 2.21× | — | ||
| Q1 25 | 2.85× | — | ||
| Q4 24 | 2.10× | — | ||
| Q3 24 | 4.20× | — | ||
| Q2 24 | 5.03× | — |
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
PTLO
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
