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Ribbon Communications Inc.(RBBN)与RESOURCES CONNECTION, INC.(RGP)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RESOURCES CONNECTION, INC.的1.4倍($162.6M vs $117.7M),Ribbon Communications Inc.净利率更高(54.8% vs -10.8%,领先65.5%),Ribbon Communications Inc.同比增速更快(-10.3% vs -19.2%),过去两年Ribbon Communications Inc.的营收复合增速更高(-8.1% vs -11.8%)
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。
RGP原名 Resources Global Professionals,是 Resources Connection, Inc. 的核心运营主体,面向全球客户提供多领域专业咨询服务,覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
RBBN vs RGP — 直观对比
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $162.6M | $117.7M |
| 净利润 | $89.1M | $-12.7M |
| 毛利率 | 42.9% | 37.1% |
| 营业利润率 | 37.6% | -10.3% |
| 净利率 | 54.8% | -10.8% |
| 营收同比 | -10.3% | -19.2% |
| 净利润同比 | — | 81.6% |
| 每股收益(稀释后) | $0.50 | $-0.38 |
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
| Q1 26 | $162.6M | — | ||
| Q4 25 | $227.3M | $117.7M | ||
| Q3 25 | $215.4M | $120.2M | ||
| Q2 25 | $220.6M | $139.3M | ||
| Q1 25 | $181.3M | $129.4M | ||
| Q4 24 | $251.4M | $145.6M | ||
| Q3 24 | $210.2M | $136.9M | ||
| Q2 24 | $192.6M | $148.2M |
| Q1 26 | $89.1M | — | ||
| Q4 25 | — | $-12.7M | ||
| Q3 25 | $-12.1M | $-2.4M | ||
| Q2 25 | $-11.1M | $-73.3M | ||
| Q1 25 | $-26.2M | $-44.1M | ||
| Q4 24 | — | $-68.7M | ||
| Q3 24 | $-13.4M | $-5.7M | ||
| Q2 24 | $-16.8M | $10.5M |
| Q1 26 | 42.9% | — | ||
| Q4 25 | 53.3% | 37.1% | ||
| Q3 25 | 50.1% | 39.5% | ||
| Q2 25 | 49.6% | 40.2% | ||
| Q1 25 | 45.4% | 35.1% | ||
| Q4 24 | 55.7% | 38.5% | ||
| Q3 24 | 52.1% | 36.5% | ||
| Q2 24 | 50.8% | 40.2% |
| Q1 26 | 37.6% | — | ||
| Q4 25 | 4.1% | -10.3% | ||
| Q3 25 | 1.3% | -1.7% | ||
| Q2 25 | 1.9% | -47.0% | ||
| Q1 25 | -10.8% | -38.4% | ||
| Q4 24 | 13.2% | -52.7% | ||
| Q3 24 | -0.4% | -3.5% | ||
| Q2 24 | -1.0% | 7.6% |
| Q1 26 | 54.8% | — | ||
| Q4 25 | — | -10.8% | ||
| Q3 25 | -5.6% | -2.0% | ||
| Q2 25 | -5.0% | -52.6% | ||
| Q1 25 | -14.5% | -34.0% | ||
| Q4 24 | — | -47.2% | ||
| Q3 24 | -6.4% | -4.2% | ||
| Q2 24 | -8.7% | 7.1% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.50 | $-0.38 | ||
| Q3 25 | $-0.07 | $-0.07 | ||
| Q2 25 | $-0.06 | $-2.21 | ||
| Q1 25 | $-0.15 | $-1.34 | ||
| Q4 24 | $0.05 | $-2.08 | ||
| Q3 24 | $-0.08 | $-0.17 | ||
| Q2 24 | $-0.10 | $0.31 |
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 | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $419.1M | $194.6M |
| 总资产 | — | $289.3M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | $67.6M | — | ||
| Q4 25 | $96.4M | $89.8M | ||
| Q3 25 | $74.8M | $77.5M | ||
| Q2 25 | $60.5M | $86.1M | ||
| Q1 25 | $71.2M | $72.5M | ||
| Q4 24 | $87.8M | $78.2M | ||
| Q3 24 | $37.2M | $89.6M | ||
| Q2 24 | $64.6M | $108.9M |
| 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 | — |
| Q1 26 | $419.1M | — | ||
| Q4 25 | $449.0M | $194.6M | ||
| Q3 25 | $360.1M | $206.4M | ||
| Q2 25 | $370.4M | $207.1M | ||
| Q1 25 | $381.8M | $277.8M | ||
| Q4 24 | $404.6M | $325.7M | ||
| Q3 24 | $395.5M | $407.2M | ||
| Q2 24 | $405.0M | $418.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $289.3M | ||
| Q3 25 | $1.1B | $287.2M | ||
| Q2 25 | $1.1B | $304.7M | ||
| Q1 25 | $1.1B | $375.6M | ||
| Q4 24 | $1.2B | $424.9M | ||
| Q3 24 | $1.1B | $512.9M | ||
| Q2 24 | $1.1B | $510.9M |
| 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 | — | $15.9M |
| 自由现金流经营现金流 - 资本支出 | — | $15.6M |
| 自由现金流率自由现金流/营收 | — | 13.2% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 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 | — | $24.3M |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $29.2M | $15.9M | ||
| Q3 25 | $26.5M | $-7.8M | ||
| Q2 25 | $-795.0K | $16.8M | ||
| Q1 25 | $-3.5M | $659.0K | ||
| Q4 24 | $61.8M | $1.8M | ||
| Q3 24 | $-14.8M | $-309.0K | ||
| Q2 24 | $-9.8M | $3.2M |
| Q1 26 | — | — | ||
| Q4 25 | $27.3M | $15.6M | ||
| Q3 25 | $21.0M | $-8.0M | ||
| Q2 25 | $-6.5M | $16.5M | ||
| Q1 25 | $-15.7M | $238.0K | ||
| Q4 24 | $53.8M | $61.0K | ||
| Q3 24 | $-23.7M | $-575.0K | ||
| Q2 24 | $-12.9M | $3.0M |
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 13.2% | ||
| Q3 25 | 9.7% | -6.6% | ||
| Q2 25 | -2.9% | 11.8% | ||
| Q1 25 | -8.7% | 0.2% | ||
| Q4 24 | 21.4% | 0.0% | ||
| Q3 24 | -11.3% | -0.4% | ||
| Q2 24 | -6.7% | 2.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 0.3% | ||
| Q3 25 | 2.6% | 0.1% | ||
| Q2 25 | 2.6% | 0.2% | ||
| Q1 25 | 6.7% | 0.3% | ||
| Q4 24 | 3.2% | 1.2% | ||
| Q3 24 | 4.2% | 0.2% | ||
| Q2 24 | 1.6% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.30× |
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
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |