vs
康代（CAMT）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
康代的季度营收约是LiveRamp Holdings, Inc.的1.1倍（$242.0M vs $212.2M），康代净利率更高（28.1% vs 18.8%，领先9.3%）
康代有限公司是全球领先的高精度检测与计量系统研发生产商，服务半导体、印刷电路板、先进封装等领域，为亚洲、北美、欧洲的客户提供工艺控制、缺陷检测、良率优化等相关解决方案。
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。
CAMT vs RAMP — 直观对比
营收规模更大
CAMT
是对方的1.1倍
$212.2M
净利率更高
CAMT
高出9.3%
18.8%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.0M | $212.2M |
| 净利润 | $68.0M | $39.9M |
| 毛利率 | 50.9% | 71.9% |
| 营业利润率 | 26.7% | 18.6% |
| 净利率 | 28.1% | 18.8% |
| 营收同比 | — | 8.6% |
| 净利润同比 | — | 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CAMTRAMP
| Q4 25 | — | $212.2M | ||
| Q3 25 | — | $199.8M | ||
| Q2 25 | $242.0M | $194.8M | ||
| Q1 25 | — | $188.7M | ||
| Q4 24 | — | $195.4M | ||
| Q3 24 | — | $185.5M | ||
| Q2 24 | $199.6M | $176.0M | ||
| Q1 24 | — | $171.9M |
净利润CAMTRAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | — | $27.4M | ||
| Q2 25 | $68.0M | $7.7M | ||
| Q1 25 | — | $-6.3M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | $52.8M | $-7.5M | ||
| Q1 24 | — | $-5.4M |
毛利率CAMTRAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | 50.9% | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | 48.1% | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率CAMTRAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | 26.7% | 3.7% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | 23.6% | -3.0% | ||
| Q1 24 | — | -8.3% |
净利率CAMTRAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | 28.1% | 4.0% | ||
| Q1 25 | — | -3.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | 26.4% | -4.3% | ||
| Q1 24 | — | -3.1% |
每股收益（稀释后）CAMTRAMP
| 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 | $232.0M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $626.5M | $962.3M |
| 总资产 | $974.7M | $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CAMTRAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | $232.0M | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | $109.8M | $342.7M | ||
| Q1 24 | — | $368.9M |
股东权益CAMTRAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | $626.5M | $947.8M | ||
| Q1 25 | — | $948.9M | ||
| Q4 24 | — | $957.7M | ||
| Q3 24 | — | $932.1M | ||
| Q2 24 | $475.4M | $951.9M | ||
| Q1 24 | — | $949.1M |
总资产CAMTRAMP
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $974.7M | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $796.2M | $1.2B | ||
| Q1 24 | — | $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 | $47.1M | — |
| 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 | 0.69× | — |
| 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CAMTRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | $57.4M | ||
| Q2 25 | $47.1M | $-15.8M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $45.1M | ||
| Q3 24 | — | $55.6M | ||
| Q2 24 | $70.1M | $-9.3M | ||
| Q1 24 | — | — |
自由现金流CAMTRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率CAMTRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | — | — |
资本支出强度CAMTRAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 1.0% |
现金转化率CAMTRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 0.69× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | 1.33× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
