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康耐视（CGNX）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
康耐视的季度营收约是LiveRamp Holdings, Inc.的1.2倍（$252.3M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 12.9%，领先5.8%），康耐视同比增速更快（9.9% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs 9.4%）
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
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。
CGNX vs RAMP — 直观对比
营收规模更大
CGNX
是对方的1.2倍
$212.2M
营收增速更快
CGNX
高出1.3%
8.6%
净利率更高
RAMP
高出5.8%
12.9%
两年增速更快
RAMP
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $212.2M |
| 净利润 | $32.7M | $39.9M |
| 毛利率 | 65.7% | 71.9% |
| 营业利润率 | 14.0% | 18.6% |
| 净利率 | 12.9% | 18.8% |
| 营收同比 | 9.9% | 8.6% |
| 净利润同比 | 15.2% | 255.7% |
| 每股收益（稀释后） | $0.20 | $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CGNXRAMP
| Q4 25 | $252.3M | $212.2M | ||
| Q3 25 | $276.9M | $199.8M | ||
| Q2 25 | $249.1M | $194.8M | ||
| Q1 25 | $216.0M | $188.7M | ||
| Q4 24 | $229.7M | $195.4M | ||
| Q3 24 | $234.7M | $185.5M | ||
| Q2 24 | $239.3M | $176.0M | ||
| Q1 24 | $210.8M | $171.9M |
净利润CGNXRAMP
| Q4 25 | $32.7M | $39.9M | ||
| Q3 25 | $17.7M | $27.4M | ||
| Q2 25 | $40.5M | $7.7M | ||
| Q1 25 | $23.6M | $-6.3M | ||
| Q4 24 | $28.3M | $11.2M | ||
| Q3 24 | $29.6M | $1.7M | ||
| Q2 24 | $36.2M | $-7.5M | ||
| Q1 24 | $12.0M | $-5.4M |
毛利率CGNXRAMP
| Q4 25 | 65.7% | 71.9% | ||
| Q3 25 | 67.6% | 70.2% | ||
| Q2 25 | 67.4% | 70.1% | ||
| Q1 25 | 66.8% | 69.3% | ||
| Q4 24 | 68.7% | 71.9% | ||
| Q3 24 | 67.9% | 72.4% | ||
| Q2 24 | 69.6% | 70.6% | ||
| Q1 24 | 67.3% | 72.2% |
营业利润率CGNXRAMP
| Q4 25 | 14.0% | 18.6% | ||
| Q3 25 | 20.9% | 10.7% | ||
| Q2 25 | 17.4% | 3.7% | ||
| Q1 25 | 12.1% | -6.1% | ||
| Q4 24 | 13.4% | 7.5% | ||
| Q3 24 | 13.4% | 4.0% | ||
| Q2 24 | 16.1% | -3.0% | ||
| Q1 24 | 6.7% | -8.3% |
净利率CGNXRAMP
| Q4 25 | 12.9% | 18.8% | ||
| Q3 25 | 6.4% | 13.7% | ||
| Q2 25 | 16.3% | 4.0% | ||
| Q1 25 | 10.9% | -3.3% | ||
| Q4 24 | 12.3% | 5.7% | ||
| Q3 24 | 12.6% | 0.9% | ||
| Q2 24 | 15.1% | -4.3% | ||
| Q1 24 | 5.7% | -3.1% |
每股收益（稀释后）CGNXRAMP
| Q4 25 | $0.20 | $0.62 | ||
| Q3 25 | $0.10 | $0.42 | ||
| Q2 25 | $0.24 | $0.12 | ||
| Q1 25 | $0.14 | $-0.10 | ||
| Q4 24 | $0.17 | $0.17 | ||
| Q3 24 | $0.17 | $0.03 | ||
| Q2 24 | $0.21 | $-0.11 | ||
| Q1 24 | $0.07 | $-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 | $262.9M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $962.3M |
| 总资产 | $2.0B | $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CGNXRAMP
| Q4 25 | $262.9M | $403.4M | ||
| Q3 25 | $245.9M | $376.9M | ||
| Q2 25 | $179.3M | $371.1M | ||
| Q1 25 | $143.7M | $420.8M | ||
| Q4 24 | $186.1M | $384.3M | ||
| Q3 24 | $197.1M | $348.4M | ||
| Q2 24 | $176.6M | $342.7M | ||
| Q1 24 | $138.9M | $368.9M |
股东权益CGNXRAMP
| Q4 25 | $1.5B | $962.3M | ||
| Q3 25 | $1.5B | $943.8M | ||
| Q2 25 | $1.5B | $947.8M | ||
| Q1 25 | $1.4B | $948.9M | ||
| Q4 24 | $1.5B | $957.7M | ||
| Q3 24 | $1.6B | $932.1M | ||
| Q2 24 | $1.5B | $951.9M | ||
| Q1 24 | $1.5B | $949.1M |
总资产CGNXRAMP
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.0B | $1.2B | ||
| Q1 24 | $2.0B | $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 | $74.9M | — |
| 自由现金流经营现金流 - 资本支出 | $72.3M | — |
| 自由现金流率自由现金流/营收 | 28.7% | — |
| 资本支出强度资本支出/营收 | 1.0% | 0.1% |
| 现金转化率经营现金流/净利润 | 2.29× | — |
| 过去12个月自由现金流最近4个季度 | $236.8M | — |
8季度趋势，按日历期对齐
经营现金流CGNXRAMP
| Q4 25 | $74.9M | — | ||
| Q3 25 | $87.5M | $57.4M | ||
| Q2 25 | $42.6M | $-15.8M | ||
| Q1 25 | $40.5M | — | ||
| Q4 24 | $51.4M | $45.1M | ||
| Q3 24 | $56.3M | $55.6M | ||
| Q2 24 | $27.8M | $-9.3M | ||
| Q1 24 | $13.6M | — |
自由现金流CGNXRAMP
| Q4 25 | $72.3M | — | ||
| Q3 25 | $86.0M | $56.8M | ||
| Q2 25 | $40.4M | $-16.2M | ||
| Q1 25 | $38.0M | — | ||
| Q4 24 | $49.3M | $44.8M | ||
| Q3 24 | $51.9M | $55.4M | ||
| Q2 24 | $23.3M | $-9.6M | ||
| Q1 24 | $9.6M | — |
自由现金流率CGNXRAMP
| Q4 25 | 28.7% | — | ||
| Q3 25 | 31.1% | 28.4% | ||
| Q2 25 | 16.2% | -8.3% | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 21.5% | 22.9% | ||
| Q3 24 | 22.1% | 29.8% | ||
| Q2 24 | 9.7% | -5.4% | ||
| Q1 24 | 4.5% | — |
资本支出强度CGNXRAMP
| Q4 25 | 1.0% | 0.1% | ||
| Q3 25 | 0.5% | 0.3% | ||
| Q2 25 | 0.9% | 0.2% | ||
| Q1 25 | 1.2% | 0.2% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 1.9% | 0.1% | ||
| Q2 24 | 1.9% | 0.1% | ||
| Q1 24 | 1.9% | 1.0% |
现金转化率CGNXRAMP
| Q4 25 | 2.29× | — | ||
| Q3 25 | 4.95× | 2.09× | ||
| Q2 25 | 1.05× | -2.04× | ||
| Q1 25 | 1.72× | — | ||
| Q4 24 | 1.81× | 4.02× | ||
| Q3 24 | 1.90× | 32.10× | ||
| Q2 24 | 0.77× | — | ||
| Q1 24 | 1.13× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
