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AVIAT NETWORKS, INC.(AVNW)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
LiveRamp Holdings, Inc.的季度营收约是AVIAT NETWORKS, INC.的1.9倍($212.2M vs $111.5M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 5.1%,领先13.7%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs -5.7%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs 0.3%)
Aviat Networks是全球领先的微波传输与回传解决方案供应商,为公共及私营通信运营商提供通信基础设施支撑,同时也面向企业客户提供相关产品与服务,助力客户构建稳定高效的通信网络。
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。
AVNW vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.9倍
$111.5M
营收增速更快
RAMP
高出14.3%
-5.7%
净利率更高
RAMP
高出13.7%
5.1%
两年增速更快
RAMP
近两年复合增速
0.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $111.5M | $212.2M |
| 净利润 | $5.7M | $39.9M |
| 毛利率 | 32.4% | 71.9% |
| 营业利润率 | 6.5% | 18.6% |
| 净利率 | 5.1% | 18.8% |
| 营收同比 | -5.7% | 8.6% |
| 净利润同比 | 27.2% | 255.7% |
| 每股收益(稀释后) | $0.44 | $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
AVNW
RAMP
| Q4 25 | $111.5M | $212.2M | ||
| Q3 25 | $107.3M | $199.8M | ||
| Q2 25 | $115.3M | $194.8M | ||
| Q1 25 | $112.6M | $188.7M | ||
| Q4 24 | $118.2M | $195.4M | ||
| Q3 24 | $88.4M | $185.5M | ||
| Q2 24 | $116.7M | $176.0M | ||
| Q1 24 | $110.8M | $171.9M |
净利润
AVNW
RAMP
| Q4 25 | $5.7M | $39.9M | ||
| Q3 25 | $162.0K | $27.4M | ||
| Q2 25 | $5.2M | $7.7M | ||
| Q1 25 | $3.5M | $-6.3M | ||
| Q4 24 | $4.5M | $11.2M | ||
| Q3 24 | $-11.9M | $1.7M | ||
| Q2 24 | $1.5M | $-7.5M | ||
| Q1 24 | $3.9M | $-5.4M |
毛利率
AVNW
RAMP
| Q4 25 | 32.4% | 71.9% | ||
| Q3 25 | 33.2% | 70.2% | ||
| Q2 25 | 34.2% | 70.1% | ||
| Q1 25 | 34.9% | 69.3% | ||
| Q4 24 | 34.6% | 71.9% | ||
| Q3 24 | 22.4% | 72.4% | ||
| Q2 24 | 35.3% | 70.6% | ||
| Q1 24 | 32.5% | 72.2% |
营业利润率
AVNW
RAMP
| Q4 25 | 6.5% | 18.6% | ||
| Q3 25 | 4.8% | 10.7% | ||
| Q2 25 | 7.7% | 3.7% | ||
| Q1 25 | 8.3% | -6.1% | ||
| Q4 24 | 6.7% | 7.5% | ||
| Q3 24 | -17.6% | 4.0% | ||
| Q2 24 | 4.7% | -3.0% | ||
| Q1 24 | 5.1% | -8.3% |
净利率
AVNW
RAMP
| Q4 25 | 5.1% | 18.8% | ||
| Q3 25 | 0.2% | 13.7% | ||
| Q2 25 | 4.5% | 4.0% | ||
| Q1 25 | 3.1% | -3.3% | ||
| Q4 24 | 3.8% | 5.7% | ||
| Q3 24 | -13.4% | 0.9% | ||
| Q2 24 | 1.3% | -4.3% | ||
| Q1 24 | 3.5% | -3.1% |
每股收益(稀释后)
AVNW
RAMP
| Q4 25 | $0.44 | $0.62 | ||
| Q3 25 | $0.01 | $0.42 | ||
| Q2 25 | $0.42 | $0.12 | ||
| Q1 25 | $0.27 | $-0.10 | ||
| Q4 24 | $0.35 | $0.17 | ||
| Q3 24 | $-0.94 | $0.03 | ||
| Q2 24 | $0.11 | $-0.11 | ||
| Q1 24 | $0.30 | $-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 | $86.5M | $403.4M |
| 总债务越低越好 | $105.4M | — |
| 股东权益账面价值 | $271.6M | $962.3M |
| 总资产 | $659.4M | $1.3B |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势,按日历期对齐
现金及短期投资
AVNW
RAMP
| Q4 25 | $86.5M | $403.4M | ||
| Q3 25 | $64.8M | $376.9M | ||
| Q2 25 | $59.7M | $371.1M | ||
| Q1 25 | $49.4M | $420.8M | ||
| Q4 24 | $52.6M | $384.3M | ||
| Q3 24 | $51.0M | $348.4M | ||
| Q2 24 | $64.6M | $342.7M | ||
| Q1 24 | $59.2M | $368.9M |
总债务
AVNW
RAMP
| Q4 25 | $105.4M | — | ||
| Q3 25 | $106.5M | — | ||
| Q2 25 | $87.6M | — | ||
| Q1 25 | $73.9M | — | ||
| Q4 24 | $74.9M | — | ||
| Q3 24 | $83.4M | — | ||
| Q2 24 | $48.4M | — | ||
| Q1 24 | $48.9M | — |
股东权益
AVNW
RAMP
| Q4 25 | $271.6M | $962.3M | ||
| Q3 25 | $263.6M | $943.8M | ||
| Q2 25 | $263.2M | $947.8M | ||
| Q1 25 | $256.1M | $948.9M | ||
| Q4 24 | $249.6M | $957.7M | ||
| Q3 24 | $247.1M | $932.1M | ||
| Q2 24 | $255.9M | $951.9M | ||
| Q1 24 | $256.0M | $949.1M |
总资产
AVNW
RAMP
| Q4 25 | $659.4M | $1.3B | ||
| Q3 25 | $643.3M | $1.2B | ||
| Q2 25 | $633.3M | $1.2B | ||
| Q1 25 | $628.3M | $1.3B | ||
| Q4 24 | $594.1M | $1.3B | ||
| Q3 24 | $590.9M | $1.2B | ||
| Q2 24 | $535.2M | $1.2B | ||
| Q1 24 | $490.3M | $1.2B |
负债/权益比
AVNW
RAMP
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.33× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.30× | — | ||
| Q3 24 | 0.34× | — | ||
| Q2 24 | 0.19× | — | ||
| Q1 24 | 0.19× | — |
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 | $23.9M | — |
| 自由现金流经营现金流 - 资本支出 | $22.5M | — |
| 自由现金流率自由现金流/营收 | 20.2% | — |
| 资本支出强度资本支出/营收 | 1.3% | 0.1% |
| 现金转化率经营现金流/净利润 | 4.18× | — |
| 过去12个月自由现金流最近4个季度 | $16.1M | — |
8季度趋势,按日历期对齐
经营现金流
AVNW
RAMP
| Q4 25 | $23.9M | — | ||
| Q3 25 | $-11.7M | $57.4M | ||
| Q2 25 | $10.5M | $-15.8M | ||
| Q1 25 | $1.6M | — | ||
| Q4 24 | $20.8M | $45.1M | ||
| Q3 24 | $-27.2M | $55.6M | ||
| Q2 24 | $8.3M | $-9.3M | ||
| Q1 24 | $15.3M | — |
自由现金流
AVNW
RAMP
| Q4 25 | $22.5M | — | ||
| Q3 25 | $-13.5M | $56.8M | ||
| Q2 25 | $8.2M | $-16.2M | ||
| Q1 25 | $-1.2M | — | ||
| Q4 24 | $18.3M | $44.8M | ||
| Q3 24 | $-32.6M | $55.4M | ||
| Q2 24 | $7.5M | $-9.6M | ||
| Q1 24 | $14.8M | — |
自由现金流率
AVNW
RAMP
| Q4 25 | 20.2% | — | ||
| Q3 25 | -12.6% | 28.4% | ||
| Q2 25 | 7.1% | -8.3% | ||
| Q1 25 | -1.0% | — | ||
| Q4 24 | 15.5% | 22.9% | ||
| Q3 24 | -36.8% | 29.8% | ||
| Q2 24 | 6.4% | -5.4% | ||
| Q1 24 | 13.4% | — |
资本支出强度
AVNW
RAMP
| Q4 25 | 1.3% | 0.1% | ||
| Q3 25 | 1.6% | 0.3% | ||
| Q2 25 | 2.0% | 0.2% | ||
| Q1 25 | 2.5% | 0.2% | ||
| Q4 24 | 2.1% | 0.1% | ||
| Q3 24 | 6.1% | 0.1% | ||
| Q2 24 | 0.7% | 0.1% | ||
| Q1 24 | 0.4% | 1.0% |
现金转化率
AVNW
RAMP
| Q4 25 | 4.18× | — | ||
| Q3 25 | -72.48× | 2.09× | ||
| Q2 25 | 2.02× | -2.04× | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 4.62× | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | 5.37× | — | ||
| Q1 24 | 3.96× | — |
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
AVNW
| Products | $81.2M | 73% |
| Services | $30.3M | 27% |
RAMP
暂无分部数据