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Danaos Corp(DAC)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
Danaos Corp的季度营收约是LiveRamp Holdings, Inc.的1.2倍($262.2M vs $212.2M),Danaos Corp净利率更高(49.9% vs 18.8%,领先31.1%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs 6.4%)
Danaos Corp是全球领先的集装箱船持有与管理企业,运营大型现代化集装箱船队,为全球头部集装箱班轮运营商提供长期租船服务,业务覆盖核心国际航线,为全球供应链稳定提供海运运力支持。
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。
DAC vs RAMP — 直观对比
营收规模更大
DAC
是对方的1.2倍
$212.2M
营收增速更快
RAMP
高出2.2%
6.4%
净利率更高
DAC
高出31.1%
18.8%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $262.2M | $212.2M |
| 净利润 | $130.9M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 47.9% | 18.6% |
| 净利率 | 49.9% | 18.8% |
| 营收同比 | 6.4% | 8.6% |
| 净利润同比 | -7.3% | 255.7% |
| 每股收益(稀释后) | $7.12 | $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
DAC
RAMP
| Q4 25 | — | $212.2M | ||
| Q3 25 | — | $199.8M | ||
| Q2 25 | $262.2M | $194.8M | ||
| Q1 25 | — | $188.7M | ||
| Q4 24 | — | $195.4M | ||
| Q3 24 | — | $185.5M | ||
| Q2 24 | $246.3M | $176.0M | ||
| Q1 24 | — | $171.9M |
净利润
DAC
RAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | — | $27.4M | ||
| Q2 25 | $130.9M | $7.7M | ||
| Q1 25 | — | $-6.3M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | $141.2M | $-7.5M | ||
| Q1 24 | — | $-5.4M |
毛利率
DAC
RAMP
| 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% | ||
| Q1 24 | — | 72.2% |
营业利润率
DAC
RAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | 47.9% | 3.7% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | 56.8% | -3.0% | ||
| Q1 24 | — | -8.3% |
净利率
DAC
RAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | 49.9% | 4.0% | ||
| Q1 25 | — | -3.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | 57.3% | -4.3% | ||
| Q1 24 | — | -3.1% |
每股收益(稀释后)
DAC
RAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | — | $0.42 | ||
| Q2 25 | $7.12 | $0.12 | ||
| Q1 25 | — | $-0.10 | ||
| Q4 24 | — | $0.17 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | $7.23 | $-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 | $654.1M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $962.3M |
| 总资产 | $4.5B | $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
DAC
RAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | $654.1M | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | $471.7M | $342.7M | ||
| Q1 24 | — | $368.9M |
股东权益
DAC
RAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | $3.6B | $947.8M | ||
| Q1 25 | — | $948.9M | ||
| Q4 24 | — | $957.7M | ||
| Q3 24 | — | $932.1M | ||
| Q2 24 | $3.3B | $951.9M | ||
| Q1 24 | — | $949.1M |
总资产
DAC
RAMP
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $4.5B | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $4.0B | $1.2B | ||
| Q1 24 | — | $1.2B |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图