vs
Arhaus, Inc.（ARHS）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
Arhaus, Inc.的季度营收约是LiveRamp Holdings, Inc.的1.7倍（$364.8M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 4.1%，领先14.7%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 5.1%），过去两年Arhaus, Inc.的营收复合增速更高（11.2% vs 11.1%）
Arhaus, Inc.是源自美国的高端家居零售企业，总部位于俄亥俄州波士顿高地，1986年正式创立。品牌主打可持续理念与工匠级品质，产品品类丰富，采用全渠道模式面向个人消费者及企业客户，覆盖民用与商用家居场景，提供相关产品与配套服务。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
ARHS vs RAMP — 直观对比
营收规模更大
ARHS
是对方的1.7倍
$212.2M
营收增速更快
RAMP
高出3.5%
5.1%
净利率更高
RAMP
高出14.7%
4.1%
两年增速更快
ARHS
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $364.8M | $212.2M |
| 净利润 | $15.1M | $39.9M |
| 毛利率 | 38.1% | 71.9% |
| 营业利润率 | 5.6% | 18.6% |
| 净利率 | 4.1% | 18.8% |
| 营收同比 | 5.1% | 8.6% |
| 净利润同比 | -29.1% | 255.7% |
| 每股收益（稀释后） | $0.11 | $0.62 |
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ARHSRAMP
| Q4 25 | $364.8M | $212.2M | ||
| Q3 25 | $344.6M | $199.8M | ||
| Q2 25 | $358.4M | $194.8M | ||
| Q1 25 | $311.4M | $188.7M | ||
| Q4 24 | $347.0M | $195.4M | ||
| Q3 24 | $319.1M | $185.5M | ||
| Q2 24 | $309.8M | $176.0M | ||
| Q1 24 | $295.2M | $171.9M |
净利润ARHSRAMP
| Q4 25 | $15.1M | $39.9M | ||
| Q3 25 | $12.2M | $27.4M | ||
| Q2 25 | $35.1M | $7.7M | ||
| Q1 25 | $4.9M | $-6.3M | ||
| Q4 24 | $21.3M | $11.2M | ||
| Q3 24 | $9.9M | $1.7M | ||
| Q2 24 | $22.2M | $-7.5M | ||
| Q1 24 | $15.1M | $-5.4M |
毛利率ARHSRAMP
| Q4 25 | 38.1% | 71.9% | ||
| Q3 25 | 38.7% | 70.2% | ||
| Q2 25 | 41.4% | 70.1% | ||
| Q1 25 | 37.1% | 69.3% | ||
| Q4 24 | 40.0% | 71.9% | ||
| Q3 24 | 38.6% | 72.4% | ||
| Q2 24 | 40.1% | 70.6% | ||
| Q1 24 | 39.0% | 72.2% |
营业利润率ARHSRAMP
| Q4 25 | 5.6% | 18.6% | ||
| Q3 25 | 4.8% | 10.7% | ||
| Q2 25 | 13.0% | 3.7% | ||
| Q1 25 | 1.7% | -6.1% | ||
| Q4 24 | 8.2% | 7.5% | ||
| Q3 24 | 3.3% | 4.0% | ||
| Q2 24 | 9.5% | -3.0% | ||
| Q1 24 | 6.2% | -8.3% |
净利率ARHSRAMP
| Q4 25 | 4.1% | 18.8% | ||
| Q3 25 | 3.5% | 13.7% | ||
| Q2 25 | 9.8% | 4.0% | ||
| Q1 25 | 1.6% | -3.3% | ||
| Q4 24 | 6.1% | 5.7% | ||
| Q3 24 | 3.1% | 0.9% | ||
| Q2 24 | 7.2% | -4.3% | ||
| Q1 24 | 5.1% | -3.1% |
每股收益（稀释后）ARHSRAMP
| Q4 25 | $0.11 | $0.62 | ||
| Q3 25 | $0.09 | $0.42 | ||
| Q2 25 | $0.25 | $0.12 | ||
| Q1 25 | $0.03 | $-0.10 | ||
| Q4 24 | $0.15 | $0.17 | ||
| Q3 24 | $0.07 | $0.03 | ||
| Q2 24 | $0.16 | $-0.11 | ||
| Q1 24 | $0.11 | $-0.09 |
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 | $253.4M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $418.2M | $962.3M |
| 总资产 | $1.4B | $1.3B |
| 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ARHSRAMP
| Q4 25 | $253.4M | $403.4M | ||
| Q3 25 | $262.2M | $376.9M | ||
| Q2 25 | $234.8M | $371.1M | ||
| Q1 25 | $214.4M | $420.8M | ||
| Q4 24 | $197.5M | $384.3M | ||
| Q3 24 | $177.7M | $348.4M | ||
| Q2 24 | $174.2M | $342.7M | ||
| Q1 24 | $233.2M | $368.9M |
股东权益ARHSRAMP
| Q4 25 | $418.2M | $962.3M | ||
| Q3 25 | $400.4M | $943.8M | ||
| Q2 25 | $385.6M | $947.8M | ||
| Q1 25 | $348.8M | $948.9M | ||
| Q4 24 | $343.7M | $957.7M | ||
| Q3 24 | $320.6M | $932.1M | ||
| Q2 24 | $309.3M | $951.9M | ||
| Q1 24 | $285.6M | $949.1M |
总资产ARHSRAMP
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $1.2B | $1.2B |
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 | $9.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-8.8M | — |
| 自由现金流率自由现金流/营收 | -2.4% | — |
| 资本支出强度资本支出/营收 | 5.0% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.62× | — |
| 过去12个月自由现金流最近4个季度 | $59.0M | — |
8季度趋势，按日历期对齐
经营现金流ARHSRAMP
| Q4 25 | $9.3M | — | ||
| Q3 25 | $46.1M | $57.4M | ||
| Q2 25 | $34.9M | $-15.8M | ||
| Q1 25 | $46.5M | — | ||
| Q4 24 | $31.7M | $45.1M | ||
| Q3 24 | $31.1M | $55.6M | ||
| Q2 24 | $47.5M | $-9.3M | ||
| Q1 24 | $36.8M | — |
自由现金流ARHSRAMP
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | $56.8M | ||
| Q2 25 | $20.9M | $-16.2M | ||
| Q1 25 | $18.9M | — | ||
| Q4 24 | $13.0M | $44.8M | ||
| Q3 24 | $4.6M | $55.4M | ||
| Q2 24 | $11.3M | $-9.6M | ||
| Q1 24 | $10.9M | — |
自由现金流率ARHSRAMP
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | 28.4% | ||
| Q2 25 | 5.8% | -8.3% | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 3.7% | 22.9% | ||
| Q3 24 | 1.4% | 29.8% | ||
| Q2 24 | 3.6% | -5.4% | ||
| Q1 24 | 3.7% | — |
资本支出强度ARHSRAMP
| Q4 25 | 5.0% | 0.1% | ||
| Q3 25 | 5.3% | 0.3% | ||
| Q2 25 | 3.9% | 0.2% | ||
| Q1 25 | 8.9% | 0.2% | ||
| Q4 24 | 5.4% | 0.1% | ||
| Q3 24 | 8.3% | 0.1% | ||
| Q2 24 | 11.7% | 0.1% | ||
| Q1 24 | 8.8% | 1.0% |
现金转化率ARHSRAMP
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | 2.09× | ||
| Q2 25 | 1.00× | -2.04× | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | 4.02× | ||
| Q3 24 | 3.14× | 32.10× | ||
| Q2 24 | 2.14× | — | ||
| Q1 24 | 2.44× | — |
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
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
RAMP
暂无分部数据
