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Broadstone Net Lease, Inc.（BNL）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Broadstone Net Lease, Inc.的1.7倍（$212.2M vs $121.4M），Broadstone Net Lease, Inc.净利率更高（38.2% vs 18.8%，领先19.4%），Broadstone Net Lease, Inc.同比增速更快（11.7% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs 7.1%）
Broadstone Net Lease, Inc.是一家房地产投资信托公司，主要在美国市场收购、持有并管理单一租户商业地产资产组合，覆盖工业设施、医疗物业、零售门店、办公空间等核心板块，所有物业均与租户签订长期净租赁协议。
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。
BNL vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.7倍
$121.4M
营收增速更快
BNL
高出3.1%
8.6%
净利率更高
BNL
高出19.4%
18.8%
两年增速更快
RAMP
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $121.4M | $212.2M |
| 净利润 | $46.4M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 52.2% | 18.6% |
| 净利率 | 38.2% | 18.8% |
| 营收同比 | 11.7% | 8.6% |
| 净利润同比 | — | 255.7% |
| 每股收益（稀释后） | $0.24 | $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BNLRAMP
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $212.2M | ||
| Q3 25 | $114.2M | $199.8M | ||
| Q2 25 | $113.0M | $194.8M | ||
| Q1 25 | $108.7M | $188.7M | ||
| Q4 24 | $112.1M | $195.4M | ||
| Q3 24 | $108.4M | $185.5M | ||
| Q2 24 | $105.9M | $176.0M |
净利润BNLRAMP
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $39.9M | ||
| Q3 25 | $26.5M | $27.4M | ||
| Q2 25 | $20.2M | $7.7M | ||
| Q1 25 | $16.7M | $-6.3M | ||
| Q4 24 | $26.4M | $11.2M | ||
| Q3 24 | $35.6M | $1.7M | ||
| Q2 24 | $35.3M | $-7.5M |
毛利率BNLRAMP
| Q1 26 | — | — | ||
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% |
营业利润率BNLRAMP
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -3.0% |
净利率BNLRAMP
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | 18.8% | ||
| Q3 25 | 23.2% | 13.7% | ||
| Q2 25 | 17.8% | 4.0% | ||
| Q1 25 | 15.4% | -3.3% | ||
| Q4 24 | 23.5% | 5.7% | ||
| Q3 24 | 32.8% | 0.9% | ||
| Q2 24 | 33.4% | -4.3% |
每股收益（稀释后）BNLRAMP
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.62 | ||
| Q3 25 | $0.14 | $0.42 | ||
| Q2 25 | $0.10 | $0.12 | ||
| Q1 25 | $0.09 | $-0.10 | ||
| Q4 24 | $0.13 | $0.17 | ||
| Q3 24 | $0.19 | $0.03 | ||
| Q2 24 | $0.19 | $-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 | $20.3M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.0B | $962.3M |
| 总资产 | $5.8B | $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BNLRAMP
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $403.4M | ||
| Q3 25 | $82.0M | $376.9M | ||
| Q2 25 | $20.8M | $371.1M | ||
| Q1 25 | $9.6M | $420.8M | ||
| Q4 24 | $14.8M | $384.3M | ||
| Q3 24 | $9.0M | $348.4M | ||
| Q2 24 | $18.3M | $342.7M |
总债务BNLRAMP
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
股东权益BNLRAMP
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $962.3M | ||
| Q3 25 | $2.9B | $943.8M | ||
| Q2 25 | $2.9B | $947.8M | ||
| Q1 25 | $2.9B | $948.9M | ||
| Q4 24 | $3.0B | $957.7M | ||
| Q3 24 | $3.0B | $932.1M | ||
| Q2 24 | $3.1B | $951.9M |
总资产BNLRAMP
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $1.3B | ||
| Q3 25 | $5.5B | $1.2B | ||
| Q2 25 | $5.3B | $1.2B | ||
| Q1 25 | $5.2B | $1.3B | ||
| Q4 24 | $5.2B | $1.3B | ||
| Q3 24 | $5.3B | $1.2B | ||
| Q2 24 | $5.3B | $1.2B |
负债/权益比BNLRAMP
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.62× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
