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BRADY CORP（BRC）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
BRADY CORP的季度营收约是LiveRamp Holdings, Inc.的1.9倍（$405.3M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 13.3%，领先5.5%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 7.5%），过去两年BRADY CORP的营收复合增速更高（12.1% vs 11.1%）
布雷迪公司是美国特种产品、技术设备及标识解决方案供应商，1914年创立，总部位于威斯康星州密尔沃基，在美洲、欧洲、亚洲、澳洲拥有6600名员工，业务覆盖全球，为各行业客户提供工作场景所需的零部件标识相关产品与服务。
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。
BRC vs RAMP — 直观对比
营收规模更大
BRC
是对方的1.9倍
$212.2M
营收增速更快
RAMP
高出1.1%
7.5%
净利率更高
RAMP
高出5.5%
13.3%
两年增速更快
BRC
近两年复合增速
11.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $212.2M |
| 净利润 | $53.9M | $39.9M |
| 毛利率 | 51.5% | 71.9% |
| 营业利润率 | 16.8% | 18.6% |
| 净利率 | 13.3% | 18.8% |
| 营收同比 | 7.5% | 8.6% |
| 净利润同比 | 15.3% | 255.7% |
| 每股收益（稀释后） | — | $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BRCRAMP
| Q4 25 | $405.3M | $212.2M | ||
| Q3 25 | $397.3M | $199.8M | ||
| Q2 25 | $382.6M | $194.8M | ||
| Q1 25 | $356.7M | $188.7M | ||
| Q4 24 | $377.1M | $195.4M | ||
| Q3 24 | $343.4M | $185.5M | ||
| Q2 24 | $343.4M | $176.0M | ||
| Q1 24 | $322.6M | $171.9M |
净利润BRCRAMP
| Q4 25 | $53.9M | $39.9M | ||
| Q3 25 | $49.9M | $27.4M | ||
| Q2 25 | $52.3M | $7.7M | ||
| Q1 25 | $40.3M | $-6.3M | ||
| Q4 24 | $46.8M | $11.2M | ||
| Q3 24 | $55.5M | $1.7M | ||
| Q2 24 | $50.9M | $-7.5M | ||
| Q1 24 | $43.6M | $-5.4M |
毛利率BRCRAMP
| Q4 25 | 51.5% | 71.9% | ||
| Q3 25 | 50.4% | 70.2% | ||
| Q2 25 | 51.0% | 70.1% | ||
| Q1 25 | 49.3% | 69.3% | ||
| Q4 24 | 50.3% | 71.9% | ||
| Q3 24 | 51.6% | 72.4% | ||
| Q2 24 | 51.6% | 70.6% | ||
| Q1 24 | 50.2% | 72.2% |
营业利润率BRCRAMP
| Q4 25 | 16.8% | 18.6% | ||
| Q3 25 | 14.9% | 10.7% | ||
| Q2 25 | 17.6% | 3.7% | ||
| Q1 25 | 14.4% | -6.1% | ||
| Q4 24 | 15.6% | 7.5% | ||
| Q3 24 | 19.3% | 4.0% | ||
| Q2 24 | 18.5% | -3.0% | ||
| Q1 24 | 16.7% | -8.3% |
净利率BRCRAMP
| Q4 25 | 13.3% | 18.8% | ||
| Q3 25 | 12.6% | 13.7% | ||
| Q2 25 | 13.7% | 4.0% | ||
| Q1 25 | 11.3% | -3.3% | ||
| Q4 24 | 12.4% | 5.7% | ||
| Q3 24 | 16.1% | 0.9% | ||
| Q2 24 | 14.8% | -4.3% | ||
| Q1 24 | 13.5% | -3.1% |
每股收益（稀释后）BRCRAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | — | $0.42 | ||
| Q2 25 | — | $0.12 | ||
| Q1 25 | — | $-0.10 | ||
| Q4 24 | — | $0.17 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | — | $-0.11 | ||
| Q1 24 | — | $-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 | $182.7M | $403.4M |
| 总债务越低越好 | $115.9M | — |
| 股东权益账面价值 | $1.2B | $962.3M |
| 总资产 | $1.8B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资BRCRAMP
| Q4 25 | $182.7M | $403.4M | ||
| Q3 25 | $174.3M | $376.9M | ||
| Q2 25 | $152.2M | $371.1M | ||
| Q1 25 | $138.5M | $420.8M | ||
| Q4 24 | $145.7M | $384.3M | ||
| Q3 24 | $250.1M | $348.4M | ||
| Q2 24 | $160.5M | $342.7M | ||
| Q1 24 | $143.9M | $368.9M |
总债务BRCRAMP
| Q4 25 | $115.9M | — | ||
| Q3 25 | $99.8M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $90.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BRCRAMP
| Q4 25 | $1.2B | $962.3M | ||
| Q3 25 | $1.2B | $943.8M | ||
| Q2 25 | $1.2B | $947.8M | ||
| Q1 25 | $1.1B | $948.9M | ||
| Q4 24 | $1.1B | $957.7M | ||
| Q3 24 | $1.1B | $932.1M | ||
| Q2 24 | $1.0B | $951.9M | ||
| Q1 24 | $1.0B | $949.1M |
总资产BRCRAMP
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.4B | $1.2B |
负债/权益比BRCRAMP
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $33.4M | — |
| 自由现金流经营现金流 - 资本支出 | $22.4M | — |
| 自由现金流率自由现金流/营收 | 5.5% | — |
| 资本支出强度资本支出/营收 | 2.7% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.62× | — |
| 过去12个月自由现金流最近4个季度 | $159.9M | — |
8季度趋势，按日历期对齐
经营现金流BRCRAMP
| Q4 25 | $33.4M | — | ||
| Q3 25 | $58.3M | $57.4M | ||
| Q2 25 | $59.9M | $-15.8M | ||
| Q1 25 | $39.6M | — | ||
| Q4 24 | $23.4M | $45.1M | ||
| Q3 24 | $84.0M | $55.6M | ||
| Q2 24 | $72.7M | $-9.3M | ||
| Q1 24 | $36.1M | — |
自由现金流BRCRAMP
| Q4 25 | $22.4M | — | ||
| Q3 25 | $49.4M | $56.8M | ||
| Q2 25 | $55.6M | $-16.2M | ||
| Q1 25 | $32.5M | — | ||
| Q4 24 | $16.1M | $44.8M | ||
| Q3 24 | $73.2M | $55.4M | ||
| Q2 24 | $64.4M | $-9.6M | ||
| Q1 24 | $-13.5M | — |
自由现金流率BRCRAMP
| Q4 25 | 5.5% | — | ||
| Q3 25 | 12.4% | 28.4% | ||
| Q2 25 | 14.5% | -8.3% | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 4.3% | 22.9% | ||
| Q3 24 | 21.3% | 29.8% | ||
| Q2 24 | 18.8% | -5.4% | ||
| Q1 24 | -4.2% | — |
资本支出强度BRCRAMP
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 2.2% | 0.3% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 2.0% | 0.2% | ||
| Q4 24 | 1.9% | 0.1% | ||
| Q3 24 | 3.1% | 0.1% | ||
| Q2 24 | 2.4% | 0.1% | ||
| Q1 24 | 15.4% | 1.0% |
现金转化率BRCRAMP
| Q4 25 | 0.62× | — | ||
| Q3 25 | 1.17× | 2.09× | ||
| Q2 25 | 1.15× | -2.04× | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 0.50× | 4.02× | ||
| Q3 24 | 1.51× | 32.10× | ||
| Q2 24 | 1.43× | — | ||
| Q1 24 | 0.83× | — |
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
BRC
| Americas Asia | $215.1M | 53% |
| Europe Australia | $119.9M | 30% |
| Other | $70.2M | 17% |
RAMP
暂无分部数据
