vs
Ribbon Communications Inc.（RBBN）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是Ribbon Communications Inc.的1.4倍（$225.0M vs $162.6M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs -10.3%），过去两年Ribbon Communications Inc.的营收复合增速更高（-8.1% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
RBBN vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.4倍
$162.6M
营收增速更快
ROCK
高出35.3%
-10.3%
两年增速更快
RBBN
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.6M | $225.0M |
| 净利润 | $89.1M | — |
| 毛利率 | 42.9% | 25.3% |
| 营业利润率 | 37.6% | 7.9% |
| 净利率 | 54.8% | — |
| 营收同比 | -10.3% | 24.9% |
| 净利润同比 | — | — |
| 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RBBNROCK
| Q1 26 | $162.6M | — | ||
| Q4 25 | $227.3M | $225.0M | ||
| Q3 25 | $215.4M | $310.9M | ||
| Q2 25 | $220.6M | $309.5M | ||
| Q1 25 | $181.3M | $290.0M | ||
| Q4 24 | $251.4M | $180.1M | ||
| Q3 24 | $210.2M | $277.1M | ||
| Q2 24 | $192.6M | $273.6M |
净利润RBBNROCK
| Q1 26 | $89.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-12.1M | $-89.1M | ||
| Q2 25 | $-11.1M | $26.0M | ||
| Q1 25 | $-26.2M | $21.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-13.4M | $34.0M | ||
| Q2 24 | $-16.8M | $32.2M |
毛利率RBBNROCK
| Q1 26 | 42.9% | — | ||
| Q4 25 | 53.3% | 25.3% | ||
| Q3 25 | 50.1% | 26.6% | ||
| Q2 25 | 49.6% | 28.4% | ||
| Q1 25 | 45.4% | 26.8% | ||
| Q4 24 | 55.7% | 29.0% | ||
| Q3 24 | 52.1% | 29.4% | ||
| Q2 24 | 50.8% | 30.5% |
营业利润率RBBNROCK
| Q1 26 | 37.6% | — | ||
| Q4 25 | 4.1% | 7.9% | ||
| Q3 25 | 1.3% | 12.8% | ||
| Q2 25 | 1.9% | 12.8% | ||
| Q1 25 | -10.8% | 8.8% | ||
| Q4 24 | 13.2% | 13.3% | ||
| Q3 24 | -0.4% | 15.6% | ||
| Q2 24 | -1.0% | 14.9% |
净利率RBBNROCK
| Q1 26 | 54.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -5.6% | -28.6% | ||
| Q2 25 | -5.0% | 8.4% | ||
| Q1 25 | -14.5% | 7.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | -6.4% | 12.3% | ||
| Q2 24 | -8.7% | 11.8% |
每股收益（稀释后）RBBNROCK
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.50 | — | ||
| Q3 25 | $-0.07 | $-2.98 | ||
| Q2 25 | $-0.06 | $0.87 | ||
| Q1 25 | $-0.15 | — | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $-0.08 | $1.11 | ||
| Q2 24 | $-0.10 | $1.05 |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $419.1M | $950.4M |
| 总资产 | — | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资RBBNROCK
| Q1 26 | $67.6M | — | ||
| Q4 25 | $96.4M | $115.7M | ||
| Q3 25 | $74.8M | $89.4M | ||
| Q2 25 | $60.5M | $43.3M | ||
| Q1 25 | $71.2M | $25.1M | ||
| Q4 24 | $87.8M | $269.5M | ||
| Q3 24 | $37.2M | $228.9M | ||
| Q2 24 | $64.6M | $179.1M |
总债务RBBNROCK
| Q1 26 | — | — | ||
| Q4 25 | $342.1M | $0 | ||
| Q3 25 | $344.3M | $0 | ||
| Q2 25 | $346.5M | $0 | ||
| Q1 25 | $347.4M | $0 | ||
| Q4 24 | $348.3M | $0 | ||
| Q3 24 | $349.1M | $0 | ||
| Q2 24 | $350.0M | $0 |
股东权益RBBNROCK
| Q1 26 | $419.1M | — | ||
| Q4 25 | $449.0M | $950.4M | ||
| Q3 25 | $360.1M | $951.8M | ||
| Q2 25 | $370.4M | $1.0B | ||
| Q1 25 | $381.8M | $1.0B | ||
| Q4 24 | $404.6M | $1.0B | ||
| Q3 24 | $395.5M | $1.0B | ||
| Q2 24 | $405.0M | $975.7M |
总资产RBBNROCK
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B |
负债/权益比RBBNROCK
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | 0.00× | ||
| Q3 25 | 0.96× | 0.00× | ||
| Q2 25 | 0.94× | 0.00× | ||
| Q1 25 | 0.91× | 0.00× | ||
| Q4 24 | 0.86× | 0.00× | ||
| Q3 24 | 0.88× | 0.00× | ||
| Q2 24 | 0.86× | 0.00× |
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 | — | $35.5M |
| 自由现金流经营现金流 - 资本支出 | — | $26.2M |
| 自由现金流率自由现金流/营收 | — | 11.7% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 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 | — | $120.6M |
8季度趋势，按日历期对齐
经营现金流RBBNROCK
| Q1 26 | — | — | ||
| Q4 25 | $29.2M | $35.5M | ||
| Q3 25 | $26.5M | $73.0M | ||
| Q2 25 | $-795.0K | $44.9M | ||
| Q1 25 | $-3.5M | $13.7M | ||
| Q4 24 | $61.8M | $19.9M | ||
| Q3 24 | $-14.8M | $64.7M | ||
| Q2 24 | $-9.8M | $36.5M |
自由现金流RBBNROCK
| Q1 26 | — | — | ||
| Q4 25 | $27.3M | $26.2M | ||
| Q3 25 | $21.0M | $64.8M | ||
| Q2 25 | $-6.5M | $27.3M | ||
| Q1 25 | $-15.7M | $2.3M | ||
| Q4 24 | $53.8M | $14.1M | ||
| Q3 24 | $-23.7M | $60.5M | ||
| Q2 24 | $-12.9M | $33.5M |
自由现金流率RBBNROCK
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 11.7% | ||
| Q3 25 | 9.7% | 20.8% | ||
| Q2 25 | -2.9% | 8.8% | ||
| Q1 25 | -8.7% | 0.8% | ||
| Q4 24 | 21.4% | 7.8% | ||
| Q3 24 | -11.3% | 21.8% | ||
| Q2 24 | -6.7% | 12.2% |
资本支出强度RBBNROCK
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 4.1% | ||
| Q3 25 | 2.6% | 2.6% | ||
| Q2 25 | 2.6% | 5.7% | ||
| Q1 25 | 6.7% | 3.9% | ||
| Q4 24 | 3.2% | 3.3% | ||
| Q3 24 | 4.2% | 1.5% | ||
| Q2 24 | 1.6% | 1.1% |
现金转化率RBBNROCK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
