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Blue Bird Corp（BLBD）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
Blue Bird Corp的季度营收约是LiveRamp Holdings, Inc.的1.6倍（$333.1M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 9.2%，领先9.6%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 6.1%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -1.9%）
蓝鸟公司是美国知名客车制造企业，总部位于佐治亚州福特瓦利，主打产品为校车，同时业务覆盖多种客车类型的生产，包括城市公交、旅居房车，以及移动图书馆、流动警务指挥中心等特种车辆。
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。
BLBD vs RAMP — 直观对比
营收规模更大
BLBD
是对方的1.6倍
$212.2M
营收增速更快
RAMP
高出2.5%
6.1%
净利率更高
RAMP
高出9.6%
9.2%
两年增速更快
RAMP
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $212.2M |
| 净利润 | $30.8M | $39.9M |
| 毛利率 | 21.4% | 71.9% |
| 营业利润率 | 11.3% | 18.6% |
| 净利率 | 9.2% | 18.8% |
| 营收同比 | 6.1% | 8.6% |
| 净利润同比 | 7.1% | 255.7% |
| 每股收益（稀释后） | $0.94 | $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BLBDRAMP
| Q4 25 | $333.1M | $212.2M | ||
| Q3 25 | $409.4M | $199.8M | ||
| Q2 25 | $398.0M | $194.8M | ||
| Q1 25 | $358.9M | $188.7M | ||
| Q4 24 | $313.9M | $195.4M | ||
| Q3 24 | $350.2M | $185.5M | ||
| Q2 24 | $333.4M | $176.0M | ||
| Q1 24 | $345.9M | $171.9M |
净利润BLBDRAMP
| Q4 25 | $30.8M | $39.9M | ||
| Q3 25 | $36.5M | $27.4M | ||
| Q2 25 | $36.5M | $7.7M | ||
| Q1 25 | $26.0M | $-6.3M | ||
| Q4 24 | $28.7M | $11.2M | ||
| Q3 24 | $24.7M | $1.7M | ||
| Q2 24 | $28.7M | $-7.5M | ||
| Q1 24 | $26.0M | $-5.4M |
毛利率BLBDRAMP
| Q4 25 | 21.4% | 71.9% | ||
| Q3 25 | 21.1% | 70.2% | ||
| Q2 25 | 21.6% | 70.1% | ||
| Q1 25 | 19.7% | 69.3% | ||
| Q4 24 | 19.2% | 71.9% | ||
| Q3 24 | 17.0% | 72.4% | ||
| Q2 24 | 20.8% | 70.6% | ||
| Q1 24 | 18.4% | 72.2% |
营业利润率BLBDRAMP
| Q4 25 | 11.3% | 18.6% | ||
| Q3 25 | 12.3% | 10.7% | ||
| Q2 25 | 12.6% | 3.7% | ||
| Q1 25 | 9.4% | -6.1% | ||
| Q4 24 | 10.5% | 7.5% | ||
| Q3 24 | 7.3% | 4.0% | ||
| Q2 24 | 11.9% | -3.0% | ||
| Q1 24 | 10.4% | -8.3% |
净利率BLBDRAMP
| Q4 25 | 9.2% | 18.8% | ||
| Q3 25 | 8.9% | 13.7% | ||
| Q2 25 | 9.2% | 4.0% | ||
| Q1 25 | 7.3% | -3.3% | ||
| Q4 24 | 9.2% | 5.7% | ||
| Q3 24 | 7.0% | 0.9% | ||
| Q2 24 | 8.6% | -4.3% | ||
| Q1 24 | 7.5% | -3.1% |
每股收益（稀释后）BLBDRAMP
| Q4 25 | $0.94 | $0.62 | ||
| Q3 25 | $1.11 | $0.42 | ||
| Q2 25 | $1.12 | $0.12 | ||
| Q1 25 | $0.79 | $-0.10 | ||
| Q4 24 | $0.86 | $0.17 | ||
| Q3 24 | $0.71 | $0.03 | ||
| Q2 24 | $0.85 | $-0.11 | ||
| Q1 24 | $0.79 | $-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 | $241.7M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $271.4M | $962.3M |
| 总资产 | $642.3M | $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BLBDRAMP
| Q4 25 | $241.7M | $403.4M | ||
| Q3 25 | $229.3M | $376.9M | ||
| Q2 25 | $173.1M | $371.1M | ||
| Q1 25 | $130.7M | $420.8M | ||
| Q4 24 | $136.1M | $384.3M | ||
| Q3 24 | $127.7M | $348.4M | ||
| Q2 24 | $88.4M | $342.7M | ||
| Q1 24 | $93.1M | $368.9M |
股东权益BLBDRAMP
| Q4 25 | $271.4M | $962.3M | ||
| Q3 25 | $255.4M | $943.8M | ||
| Q2 25 | $221.8M | $947.8M | ||
| Q1 25 | $190.4M | $948.9M | ||
| Q4 24 | $179.7M | $957.7M | ||
| Q3 24 | $159.6M | $932.1M | ||
| Q2 24 | $137.3M | $951.9M | ||
| Q1 24 | $105.8M | $949.1M |
总资产BLBDRAMP
| Q4 25 | $642.3M | $1.3B | ||
| Q3 25 | $625.3M | $1.2B | ||
| Q2 25 | $575.5M | $1.2B | ||
| Q1 25 | $543.7M | $1.3B | ||
| Q4 24 | $535.2M | $1.3B | ||
| Q3 24 | $524.9M | $1.2B | ||
| Q2 24 | $468.1M | $1.2B | ||
| Q1 24 | $456.5M | $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 | $36.6M | — |
| 自由现金流经营现金流 - 资本支出 | $31.1M | — |
| 自由现金流率自由现金流/营收 | 9.3% | — |
| 资本支出强度资本支出/营收 | 1.6% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | $162.6M | — |
8季度趋势，按日历期对齐
经营现金流BLBDRAMP
| Q4 25 | $36.6M | — | ||
| Q3 25 | $65.1M | $57.4M | ||
| Q2 25 | $56.9M | $-15.8M | ||
| Q1 25 | $27.8M | — | ||
| Q4 24 | $26.4M | $45.1M | ||
| Q3 24 | $55.4M | $55.6M | ||
| Q2 24 | $989.0K | $-9.3M | ||
| Q1 24 | $54.6M | — |
自由现金流BLBDRAMP
| Q4 25 | $31.1M | — | ||
| Q3 25 | $60.5M | $56.8M | ||
| Q2 25 | $52.3M | $-16.2M | ||
| Q1 25 | $18.7M | — | ||
| Q4 24 | $21.8M | $44.8M | ||
| Q3 24 | $50.2M | $55.4M | ||
| Q2 24 | $-3.5M | $-9.6M | ||
| Q1 24 | $51.8M | — |
自由现金流率BLBDRAMP
| Q4 25 | 9.3% | — | ||
| Q3 25 | 14.8% | 28.4% | ||
| Q2 25 | 13.1% | -8.3% | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 7.0% | 22.9% | ||
| Q3 24 | 14.3% | 29.8% | ||
| Q2 24 | -1.1% | -5.4% | ||
| Q1 24 | 15.0% | — |
资本支出强度BLBDRAMP
| Q4 25 | 1.6% | 0.1% | ||
| Q3 25 | 1.1% | 0.3% | ||
| Q2 25 | 1.2% | 0.2% | ||
| Q1 25 | 2.5% | 0.2% | ||
| Q4 24 | 1.5% | 0.1% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 1.3% | 0.1% | ||
| Q1 24 | 0.8% | 1.0% |
现金转化率BLBDRAMP
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.78× | 2.09× | ||
| Q2 25 | 1.56× | -2.04× | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 0.92× | 4.02× | ||
| Q3 24 | 2.24× | 32.10× | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 2.10× | — |
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
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
RAMP
暂无分部数据
