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AZZ INC（AZZ）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
AZZ INC的季度营收约是LiveRamp Holdings, Inc.的1.8倍（$385.1M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 4.1%，领先14.7%），AZZ INC同比增速更快（9.4% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -3.5%）
AZZ公司是全球领先的金属防护解决方案供应商，主营热浸镀锌、表面涂层处理服务及特种电气、工业零部件，主要服务于北美及其他核心国际市场的建筑、能源、基建、制造等下游领域。
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。
AZZ vs RAMP — 直观对比
营收规模更大
AZZ
是对方的1.8倍
$212.2M
营收增速更快
AZZ
高出0.9%
8.6%
净利率更高
RAMP
高出14.7%
4.1%
两年增速更快
RAMP
近两年复合增速
-3.5%
损益表 — Q4 FY2027 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $212.2M |
| 净利润 | $15.9M | $39.9M |
| 毛利率 | 22.7% | 71.9% |
| 营业利润率 | 14.8% | 18.6% |
| 净利率 | 4.1% | 18.8% |
| 营收同比 | 9.4% | 8.6% |
| 净利润同比 | 146.3% | 255.7% |
| 每股收益（稀释后） | $0.53 | $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AZZRAMP
| Q4 26 | $385.1M | — | ||
| Q4 25 | $425.7M | $212.2M | ||
| Q3 25 | $417.3M | $199.8M | ||
| Q2 25 | $422.0M | $194.8M | ||
| Q1 25 | $351.9M | $188.7M | ||
| Q4 24 | $403.7M | $195.4M | ||
| Q3 24 | $409.0M | $185.5M | ||
| Q2 24 | $413.2M | $176.0M |
净利润AZZRAMP
| Q4 26 | $15.9M | — | ||
| Q4 25 | $41.1M | $39.9M | ||
| Q3 25 | $89.3M | $27.4M | ||
| Q2 25 | $170.9M | $7.7M | ||
| Q1 25 | $20.2M | $-6.3M | ||
| Q4 24 | $33.6M | $11.2M | ||
| Q3 24 | $35.4M | $1.7M | ||
| Q2 24 | $39.6M | $-7.5M |
毛利率AZZRAMP
| Q4 26 | 22.7% | — | ||
| Q4 25 | 23.9% | 71.9% | ||
| Q3 25 | 24.3% | 70.2% | ||
| Q2 25 | 24.7% | 70.1% | ||
| Q1 25 | 22.4% | 69.3% | ||
| Q4 24 | 24.2% | 71.9% | ||
| Q3 24 | 25.3% | 72.4% | ||
| Q2 24 | 24.8% | 70.6% |
营业利润率AZZRAMP
| Q4 26 | 14.8% | — | ||
| Q4 25 | 16.3% | 18.6% | ||
| Q3 25 | 16.4% | 10.7% | ||
| Q2 25 | 16.5% | 3.7% | ||
| Q1 25 | 11.5% | -6.1% | ||
| Q4 24 | 14.5% | 7.5% | ||
| Q3 24 | 16.5% | 4.0% | ||
| Q2 24 | 16.9% | -3.0% |
净利率AZZRAMP
| Q4 26 | 4.1% | — | ||
| Q4 25 | 9.6% | 18.8% | ||
| Q3 25 | 21.4% | 13.7% | ||
| Q2 25 | 40.5% | 4.0% | ||
| Q1 25 | 5.7% | -3.3% | ||
| Q4 24 | 8.3% | 5.7% | ||
| Q3 24 | 8.7% | 0.9% | ||
| Q2 24 | 9.6% | -4.3% |
每股收益（稀释后）AZZRAMP
| Q4 26 | $0.53 | — | ||
| Q4 25 | $1.36 | $0.62 | ||
| Q3 25 | $2.95 | $0.42 | ||
| Q2 25 | $5.66 | $0.12 | ||
| Q1 25 | $0.87 | $-0.10 | ||
| Q4 24 | $1.12 | $0.17 | ||
| Q3 24 | $1.18 | $0.03 | ||
| Q2 24 | $-1.38 | $-0.11 |
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 | — | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $962.3M |
| 总资产 | $2.2B | $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AZZRAMP
| Q4 26 | — | — | ||
| Q4 25 | $623.0K | $403.4M | ||
| Q3 25 | $897.0K | $376.9M | ||
| Q2 25 | $3.0M | $371.1M | ||
| Q1 25 | $1.5M | $420.8M | ||
| Q4 24 | $1.5M | $384.3M | ||
| Q3 24 | $2.2M | $348.4M | ||
| Q2 24 | $10.5M | $342.7M |
股东权益AZZRAMP
| Q4 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $962.3M | ||
| Q3 25 | $1.3B | $943.8M | ||
| Q2 25 | $1.2B | $947.8M | ||
| Q1 25 | $1.0B | $948.9M | ||
| Q4 24 | $1.0B | $957.7M | ||
| Q3 24 | $999.8M | $932.1M | ||
| Q2 24 | $967.2M | $951.9M |
总资产AZZRAMP
| Q4 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $1.3B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.2B | $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 | $525.4M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | 32.98× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AZZRAMP
| Q4 26 | $525.4M | — | ||
| Q4 25 | $79.7M | — | ||
| Q3 25 | $58.4M | $57.4M | ||
| Q2 25 | $314.8M | $-15.8M | ||
| Q1 25 | — | — | ||
| Q4 24 | $66.2M | $45.1M | ||
| Q3 24 | $47.5M | $55.6M | ||
| Q2 24 | $71.9M | $-9.3M |
自由现金流AZZRAMP
| Q4 26 | — | — | ||
| Q4 25 | $61.2M | — | ||
| Q3 25 | $39.1M | $56.8M | ||
| Q2 25 | $293.9M | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | $39.7M | $44.8M | ||
| Q3 24 | $15.4M | $55.4M | ||
| Q2 24 | $44.5M | $-9.6M |
自由现金流率AZZRAMP
| Q4 26 | — | — | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 9.4% | 28.4% | ||
| Q2 25 | 69.6% | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.8% | 22.9% | ||
| Q3 24 | 3.8% | 29.8% | ||
| Q2 24 | 10.8% | -5.4% |
资本支出强度AZZRAMP
| Q4 26 | — | — | ||
| Q4 25 | 4.4% | 0.1% | ||
| Q3 25 | 4.6% | 0.3% | ||
| Q2 25 | 5.0% | 0.2% | ||
| Q1 25 | 8.5% | 0.2% | ||
| Q4 24 | 6.6% | 0.1% | ||
| Q3 24 | 7.8% | 0.1% | ||
| Q2 24 | 6.6% | 0.1% |
现金转化率AZZRAMP
| Q4 26 | 32.98× | — | ||
| Q4 25 | 1.94× | — | ||
| Q3 25 | 0.65× | 2.09× | ||
| Q2 25 | 1.84× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.97× | 4.02× | ||
| Q3 24 | 1.34× | 32.10× | ||
| Q2 24 | 1.82× | — |
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
AZZ
| Precoat Metals | $198.6M | 52% |
| Metal Coatings | $186.5M | 48% |
RAMP
暂无分部数据
