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BADGER METER INC（BMI）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
BADGER METER INC的季度营收约是LiveRamp Holdings, Inc.的1.1倍（$234.1M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 14.3%，领先4.5%），BADGER METER INC同比增速更快（14.1% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs 9.2%）
Badger Meter Inc是全球领先的流量测量与控制解决方案供应商，主要服务水务企业、工业、商业及住宅客户群体，核心产品包括智能水表、物联网使用监测系统及配套软件，可帮助客户追踪资源消耗、减少浪费、提升运营效率，核心市场覆盖北美、欧洲及亚太地区。
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。
BMI vs RAMP — 直观对比
营收规模更大
BMI
是对方的1.1倍
$212.2M
营收增速更快
BMI
高出5.5%
8.6%
净利率更高
RAMP
高出4.5%
14.3%
两年增速更快
RAMP
近两年复合增速
9.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $234.1M | $212.2M |
| 净利润 | $33.6M | $39.9M |
| 毛利率 | 39.7% | 71.9% |
| 营业利润率 | 18.4% | 18.6% |
| 净利率 | 14.3% | 18.8% |
| 营收同比 | 14.1% | 8.6% |
| 净利润同比 | 9.3% | 255.7% |
| 每股收益（稀释后） | $1.13 | $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BMIRAMP
| Q4 25 | $234.1M | $212.2M | ||
| Q3 25 | $222.2M | $199.8M | ||
| Q2 25 | $238.1M | $194.8M | ||
| Q1 25 | $222.2M | $188.7M | ||
| Q4 24 | $205.2M | $195.4M | ||
| Q3 24 | $208.4M | $185.5M | ||
| Q2 24 | $216.7M | $176.0M | ||
| Q1 24 | $196.3M | $171.9M |
净利润BMIRAMP
| Q4 25 | $33.6M | $39.9M | ||
| Q3 25 | $35.1M | $27.4M | ||
| Q2 25 | $34.6M | $7.7M | ||
| Q1 25 | $38.4M | $-6.3M | ||
| Q4 24 | $30.7M | $11.2M | ||
| Q3 24 | $32.0M | $1.7M | ||
| Q2 24 | $33.1M | $-7.5M | ||
| Q1 24 | $29.1M | $-5.4M |
毛利率BMIRAMP
| Q4 25 | 39.7% | 71.9% | ||
| Q3 25 | 43.1% | 70.2% | ||
| Q2 25 | 41.1% | 70.1% | ||
| Q1 25 | 42.9% | 69.3% | ||
| Q4 24 | 40.3% | 71.9% | ||
| Q3 24 | 40.2% | 72.4% | ||
| Q2 24 | 39.4% | 70.6% | ||
| Q1 24 | 39.3% | 72.2% |
营业利润率BMIRAMP
| Q4 25 | 18.4% | 18.6% | ||
| Q3 25 | 20.7% | 10.7% | ||
| Q2 25 | 18.8% | 3.7% | ||
| Q1 25 | 22.2% | -6.1% | ||
| Q4 24 | 19.1% | 7.5% | ||
| Q3 24 | 19.5% | 4.0% | ||
| Q2 24 | 19.2% | -3.0% | ||
| Q1 24 | 18.6% | -8.3% |
净利率BMIRAMP
| Q4 25 | 14.3% | 18.8% | ||
| Q3 25 | 15.8% | 13.7% | ||
| Q2 25 | 14.5% | 4.0% | ||
| Q1 25 | 17.3% | -3.3% | ||
| Q4 24 | 15.0% | 5.7% | ||
| Q3 24 | 15.4% | 0.9% | ||
| Q2 24 | 15.3% | -4.3% | ||
| Q1 24 | 14.8% | -3.1% |
每股收益（稀释后）BMIRAMP
| Q4 25 | $1.13 | $0.62 | ||
| Q3 25 | $1.19 | $0.42 | ||
| Q2 25 | $1.17 | $0.12 | ||
| Q1 25 | $1.30 | $-0.10 | ||
| Q4 24 | $1.04 | $0.17 | ||
| Q3 24 | $1.08 | $0.03 | ||
| Q2 24 | $1.12 | $-0.11 | ||
| Q1 24 | $0.99 | $-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 | — | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $713.3M | $962.3M |
| 总资产 | $973.6M | $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BMIRAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | — | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | — | $342.7M | ||
| Q1 24 | — | $368.9M |
股东权益BMIRAMP
| Q4 25 | $713.3M | $962.3M | ||
| Q3 25 | $702.5M | $943.8M | ||
| Q2 25 | $677.6M | $947.8M | ||
| Q1 25 | $641.7M | $948.9M | ||
| Q4 24 | $606.2M | $957.7M | ||
| Q3 24 | $591.2M | $932.1M | ||
| Q2 24 | $563.1M | $951.9M | ||
| Q1 24 | $535.6M | $949.1M |
总资产BMIRAMP
| Q4 25 | $973.6M | $1.3B | ||
| Q3 25 | $978.3M | $1.2B | ||
| Q2 25 | $936.4M | $1.2B | ||
| Q1 25 | $899.6M | $1.3B | ||
| Q4 24 | $816.4M | $1.3B | ||
| Q3 24 | $802.9M | $1.2B | ||
| Q2 24 | $781.3M | $1.2B | ||
| Q1 24 | $743.5M | $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 | $54.8M | — |
| 自由现金流经营现金流 - 资本支出 | $50.8M | — |
| 自由现金流率自由现金流/营收 | 21.7% | — |
| 资本支出强度资本支出/营收 | 1.7% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.63× | — |
| 过去12个月自由现金流最近4个季度 | $169.7M | — |
8季度趋势，按日历期对齐
经营现金流BMIRAMP
| Q4 25 | $54.8M | — | ||
| Q3 25 | $51.3M | $57.4M | ||
| Q2 25 | $44.6M | $-15.8M | ||
| Q1 25 | $33.0M | — | ||
| Q4 24 | $52.1M | $45.1M | ||
| Q3 24 | $45.1M | $55.6M | ||
| Q2 24 | $36.4M | $-9.3M | ||
| Q1 24 | $21.5M | — |
自由现金流BMIRAMP
| Q4 25 | $50.8M | — | ||
| Q3 25 | $48.2M | $56.8M | ||
| Q2 25 | $40.6M | $-16.2M | ||
| Q1 25 | $30.1M | — | ||
| Q4 24 | $47.4M | $44.8M | ||
| Q3 24 | $42.0M | $55.4M | ||
| Q2 24 | $34.1M | $-9.6M | ||
| Q1 24 | $18.8M | — |
自由现金流率BMIRAMP
| Q4 25 | 21.7% | — | ||
| Q3 25 | 21.7% | 28.4% | ||
| Q2 25 | 17.1% | -8.3% | ||
| Q1 25 | 13.5% | — | ||
| Q4 24 | 23.1% | 22.9% | ||
| Q3 24 | 20.1% | 29.8% | ||
| Q2 24 | 15.7% | -5.4% | ||
| Q1 24 | 9.6% | — |
资本支出强度BMIRAMP
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 1.4% | 0.3% | ||
| Q2 25 | 1.7% | 0.2% | ||
| Q1 25 | 1.3% | 0.2% | ||
| Q4 24 | 2.3% | 0.1% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 1.1% | 0.1% | ||
| Q1 24 | 1.4% | 1.0% |
现金转化率BMIRAMP
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | 2.09× | ||
| Q2 25 | 1.29× | -2.04× | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 1.70× | 4.02× | ||
| Q3 24 | 1.41× | 32.10× | ||
| Q2 24 | 1.10× | — | ||
| Q1 24 | 0.74× | — |
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
BMI
| Transferred At Point In Time | $198.6M | 85% |
| Transferred Over Time | $22.1M | 9% |
| Other | $13.4M | 6% |
RAMP
暂无分部数据
