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Ribbon Communications Inc.(RBBN)与ROGERS CORP(ROG)财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是Ribbon Communications Inc.的1.2倍($200.5M vs $162.6M),Ribbon Communications Inc.净利率更高(54.8% vs 2.2%,领先52.5%),ROGERS CORP同比增速更快(5.2% vs -10.3%),过去两年ROGERS CORP的营收复合增速更高(-3.3% vs -8.1%)
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业,总部位于美国亚利桑那州钱德勒市,其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域,为全球客户提供高性能材料解决方案。
RBBN vs ROG — 直观对比
营收规模更大
ROG
是对方的1.2倍
$162.6M
营收增速更快
ROG
高出15.6%
-10.3%
净利率更高
RBBN
高出52.5%
2.2%
两年增速更快
ROG
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $162.6M | $200.5M |
| 净利润 | $89.1M | $4.5M |
| 毛利率 | 42.9% | 32.2% |
| 营业利润率 | 37.6% | — |
| 净利率 | 54.8% | 2.2% |
| 营收同比 | -10.3% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益(稀释后) | $0.50 | $0.25 |
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
RBBN
ROG
| Q1 26 | $162.6M | $200.5M | ||
| Q4 25 | $227.3M | $201.5M | ||
| Q3 25 | $215.4M | $216.0M | ||
| Q2 25 | $220.6M | $202.8M | ||
| Q1 25 | $181.3M | $190.5M | ||
| Q4 24 | $251.4M | $192.2M | ||
| Q3 24 | $210.2M | $210.3M | ||
| Q2 24 | $192.6M | $214.2M |
净利润
RBBN
ROG
| Q1 26 | $89.1M | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $-12.1M | $8.6M | ||
| Q2 25 | $-11.1M | $-73.6M | ||
| Q1 25 | $-26.2M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $-13.4M | $10.7M | ||
| Q2 24 | $-16.8M | $8.1M |
毛利率
RBBN
ROG
| Q1 26 | 42.9% | 32.2% | ||
| Q4 25 | 53.3% | 31.5% | ||
| Q3 25 | 50.1% | 33.5% | ||
| Q2 25 | 49.6% | 31.6% | ||
| Q1 25 | 45.4% | 29.9% | ||
| Q4 24 | 55.7% | 32.1% | ||
| Q3 24 | 52.1% | 35.2% | ||
| Q2 24 | 50.8% | 34.1% |
营业利润率
RBBN
ROG
| Q1 26 | 37.6% | — | ||
| Q4 25 | 4.1% | 3.5% | ||
| Q3 25 | 1.3% | 7.3% | ||
| Q2 25 | 1.9% | -33.3% | ||
| Q1 25 | -10.8% | -0.2% | ||
| Q4 24 | 13.2% | -6.6% | ||
| Q3 24 | -0.4% | 6.9% | ||
| Q2 24 | -1.0% | 5.3% |
净利率
RBBN
ROG
| Q1 26 | 54.8% | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | -5.6% | 4.0% | ||
| Q2 25 | -5.0% | -36.3% | ||
| Q1 25 | -14.5% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | -6.4% | 5.1% | ||
| Q2 24 | -8.7% | 3.8% |
每股收益(稀释后)
RBBN
ROG
| Q1 26 | $0.50 | $0.25 | ||
| Q4 25 | $0.50 | $0.20 | ||
| Q3 25 | $-0.07 | $0.48 | ||
| Q2 25 | $-0.06 | $-4.00 | ||
| Q1 25 | $-0.15 | $-0.08 | ||
| Q4 24 | $0.05 | $-0.04 | ||
| Q3 24 | $-0.08 | $0.58 | ||
| Q2 24 | $-0.10 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $419.1M | $1.2B |
| 总资产 | — | $1.4B |
| 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
RBBN
ROG
| Q1 26 | $67.6M | $195.8M | ||
| Q4 25 | $96.4M | $197.0M | ||
| Q3 25 | $74.8M | $167.8M | ||
| Q2 25 | $60.5M | $157.2M | ||
| Q1 25 | $71.2M | $175.6M | ||
| Q4 24 | $87.8M | $159.8M | ||
| Q3 24 | $37.2M | $146.4M | ||
| Q2 24 | $64.6M | $119.9M |
总债务
RBBN
ROG
| 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
RBBN
ROG
| Q1 26 | $419.1M | $1.2B | ||
| Q4 25 | $449.0M | $1.2B | ||
| Q3 25 | $360.1M | $1.2B | ||
| Q2 25 | $370.4M | $1.2B | ||
| Q1 25 | $381.8M | $1.3B | ||
| Q4 24 | $404.6M | $1.3B | ||
| Q3 24 | $395.5M | $1.3B | ||
| Q2 24 | $405.0M | $1.3B |
总资产
RBBN
ROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B |
负债/权益比
RBBN
ROG
| 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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势,按日历期对齐
经营现金流
RBBN
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $29.2M | $46.9M | ||
| Q3 25 | $26.5M | $28.9M | ||
| Q2 25 | $-795.0K | $13.7M | ||
| Q1 25 | $-3.5M | $11.7M | ||
| Q4 24 | $61.8M | $33.7M | ||
| Q3 24 | $-14.8M | $42.4M | ||
| Q2 24 | $-9.8M | $22.9M |
自由现金流
RBBN
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $27.3M | $42.2M | ||
| Q3 25 | $21.0M | $21.2M | ||
| Q2 25 | $-6.5M | $5.6M | ||
| Q1 25 | $-15.7M | $2.1M | ||
| Q4 24 | $53.8M | $18.3M | ||
| Q3 24 | $-23.7M | $25.2M | ||
| Q2 24 | $-12.9M | $8.8M |
自由现金流率
RBBN
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 12.0% | 20.9% | ||
| Q3 25 | 9.7% | 9.8% | ||
| Q2 25 | -2.9% | 2.8% | ||
| Q1 25 | -8.7% | 1.1% | ||
| Q4 24 | 21.4% | 9.5% | ||
| Q3 24 | -11.3% | 12.0% | ||
| Q2 24 | -6.7% | 4.1% |
资本支出强度
RBBN
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.9% | 2.3% | ||
| Q3 25 | 2.6% | 3.6% | ||
| Q2 25 | 2.6% | 4.0% | ||
| Q1 25 | 6.7% | 5.0% | ||
| Q4 24 | 3.2% | 8.0% | ||
| Q3 24 | 4.2% | 8.2% | ||
| Q2 24 | 1.6% | 6.6% |
现金转化率
RBBN
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
暂无分部数据