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Ribbon Communications Inc.（RBBN）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是Ribbon Communications Inc.的2.0倍（$324.4M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 5.7%，领先49.1%），Revolve Group, Inc.同比增速更快（10.4% vs -10.3%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
RBBN vs RVLV — 直观对比
营收规模更大
RVLV
是对方的2.0倍
$162.6M
营收增速更快
RVLV
高出20.7%
-10.3%
净利率更高
RBBN
高出49.1%
5.7%
两年增速更快
RVLV
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.6M | $324.4M |
| 净利润 | $89.1M | $18.6M |
| 毛利率 | 42.9% | 53.3% |
| 营业利润率 | 37.6% | 6.3% |
| 净利率 | 54.8% | 5.7% |
| 营收同比 | -10.3% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益（稀释后） | $0.50 | $0.27 |
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RBBNRVLV
| Q1 26 | $162.6M | — | ||
| Q4 25 | $227.3M | $324.4M | ||
| Q3 25 | $215.4M | $295.6M | ||
| Q2 25 | $220.6M | $309.0M | ||
| Q1 25 | $181.3M | $296.7M | ||
| Q4 24 | $251.4M | $293.7M | ||
| Q3 24 | $210.2M | $283.1M | ||
| Q2 24 | $192.6M | $282.5M |
净利润RBBNRVLV
| Q1 26 | $89.1M | — | ||
| Q4 25 | — | $18.6M | ||
| Q3 25 | $-12.1M | $21.2M | ||
| Q2 25 | $-11.1M | $10.2M | ||
| Q1 25 | $-26.2M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $-13.4M | $11.0M | ||
| Q2 24 | $-16.8M | $15.4M |
毛利率RBBNRVLV
| Q1 26 | 42.9% | — | ||
| Q4 25 | 53.3% | 53.3% | ||
| Q3 25 | 50.1% | 54.6% | ||
| Q2 25 | 49.6% | 54.1% | ||
| Q1 25 | 45.4% | 52.0% | ||
| Q4 24 | 55.7% | 52.5% | ||
| Q3 24 | 52.1% | 51.2% | ||
| Q2 24 | 50.8% | 54.0% |
营业利润率RBBNRVLV
| Q1 26 | 37.6% | — | ||
| Q4 25 | 4.1% | 6.3% | ||
| Q3 25 | 1.3% | 7.1% | ||
| Q2 25 | 1.9% | 5.8% | ||
| Q1 25 | -10.8% | 5.0% | ||
| Q4 24 | 13.2% | 3.9% | ||
| Q3 24 | -0.4% | 5.0% | ||
| Q2 24 | -1.0% | 5.8% |
净利率RBBNRVLV
| Q1 26 | 54.8% | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | -5.6% | 7.2% | ||
| Q2 25 | -5.0% | 3.3% | ||
| Q1 25 | -14.5% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | -6.4% | 3.9% | ||
| Q2 24 | -8.7% | 5.4% |
每股收益（稀释后）RBBNRVLV
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.50 | $0.27 | ||
| Q3 25 | $-0.07 | $0.29 | ||
| Q2 25 | $-0.06 | $0.14 | ||
| Q1 25 | $-0.15 | $0.16 | ||
| Q4 24 | $0.05 | $0.18 | ||
| Q3 24 | $-0.08 | $0.15 | ||
| Q2 24 | $-0.10 | $0.21 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $419.1M | $512.5M |
| 总资产 | — | $765.0M |
| 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RBBNRVLV
| Q1 26 | $67.6M | — | ||
| Q4 25 | $96.4M | $292.3M | ||
| Q3 25 | $74.8M | $315.4M | ||
| Q2 25 | $60.5M | $310.7M | ||
| Q1 25 | $71.2M | $300.8M | ||
| Q4 24 | $87.8M | $256.6M | ||
| Q3 24 | $37.2M | $252.8M | ||
| Q2 24 | $64.6M | $244.7M |
总债务RBBNRVLV
| 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RBBNRVLV
| Q1 26 | $419.1M | — | ||
| Q4 25 | $449.0M | $512.5M | ||
| Q3 25 | $360.1M | $490.2M | ||
| Q2 25 | $370.4M | $468.6M | ||
| Q1 25 | $381.8M | $453.4M | ||
| Q4 24 | $404.6M | $437.8M | ||
| Q3 24 | $395.5M | $420.8M | ||
| Q2 24 | $405.0M | $405.8M |
总资产RBBNRVLV
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $765.0M | ||
| Q3 25 | $1.1B | $751.3M | ||
| Q2 25 | $1.1B | $722.9M | ||
| Q1 25 | $1.1B | $713.9M | ||
| Q4 24 | $1.2B | $665.5M | ||
| Q3 24 | $1.1B | $670.9M | ||
| Q2 24 | $1.1B | $657.8M |
负债/权益比RBBNRVLV
| 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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流RBBNRVLV
| Q1 26 | — | — | ||
| Q4 25 | $29.2M | $-10.2M | ||
| Q3 25 | $26.5M | $11.8M | ||
| Q2 25 | $-795.0K | $12.6M | ||
| Q1 25 | $-3.5M | $45.1M | ||
| Q4 24 | $61.8M | $3.9M | ||
| Q3 24 | $-14.8M | $9.1M | ||
| Q2 24 | $-9.8M | $-24.7M |
自由现金流RBBNRVLV
| Q1 26 | — | — | ||
| Q4 25 | $27.3M | $-13.3M | ||
| Q3 25 | $21.0M | $7.5M | ||
| Q2 25 | $-6.5M | $10.4M | ||
| Q1 25 | $-15.7M | $43.4M | ||
| Q4 24 | $53.8M | $2.1M | ||
| Q3 24 | $-23.7M | $8.0M | ||
| Q2 24 | $-12.9M | $-25.7M |
自由现金流率RBBNRVLV
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | -4.1% | ||
| Q3 25 | 9.7% | 2.5% | ||
| Q2 25 | -2.9% | 3.4% | ||
| Q1 25 | -8.7% | 14.6% | ||
| Q4 24 | 21.4% | 0.7% | ||
| Q3 24 | -11.3% | 2.8% | ||
| Q2 24 | -6.7% | -9.1% |
资本支出强度RBBNRVLV
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 1.0% | ||
| Q3 25 | 2.6% | 1.5% | ||
| Q2 25 | 2.6% | 0.7% | ||
| Q1 25 | 6.7% | 0.6% | ||
| Q4 24 | 3.2% | 0.6% | ||
| Q3 24 | 4.2% | 0.4% | ||
| Q2 24 | 1.6% | 0.4% |
现金转化率RBBNRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
