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Delek Logistics Partners, LP（DKL）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Delek Logistics Partners, LP的1.4倍（$212.2M vs $154.7M），Delek Logistics Partners, LP净利率更高（20.9% vs 18.8%，领先2.1%），Delek Logistics Partners, LP同比增速更快（518.9% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -23.5%）
Delek Logistics Partners, LP是一家总部位于美国的中游能源物流企业，主要提供原油、成品油及可再生燃料的存储、运输与配送服务，客户覆盖美国墨西哥湾沿岸及东南部地区的下游能源运营商、零售燃油网络和工业客户。
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。
DKL vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.4倍
$154.7M
营收增速更快
DKL
高出510.3%
8.6%
净利率更高
DKL
高出2.1%
18.8%
两年增速更快
RAMP
近两年复合增速
-23.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $154.7M | $212.2M |
| 净利润 | $32.4M | $39.9M |
| 毛利率 | -62.0% | 71.9% |
| 营业利润率 | 25.9% | 18.6% |
| 净利率 | 20.9% | 18.8% |
| 营收同比 | 518.9% | 8.6% |
| 净利润同比 | — | 255.7% |
| 每股收益（稀释后） | $0.60 | $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DKLRAMP
| Q1 26 | $154.7M | — | ||
| Q4 25 | $255.8M | $212.2M | ||
| Q3 25 | $261.3M | $199.8M | ||
| Q2 25 | $246.3M | $194.8M | ||
| Q1 25 | $249.9M | $188.7M | ||
| Q4 24 | $209.9M | $195.4M | ||
| Q3 24 | $214.1M | $185.5M | ||
| Q2 24 | $264.6M | $176.0M |
净利润DKLRAMP
| Q1 26 | $32.4M | — | ||
| Q4 25 | $47.3M | $39.9M | ||
| Q3 25 | $45.6M | $27.4M | ||
| Q2 25 | $44.6M | $7.7M | ||
| Q1 25 | $39.0M | $-6.3M | ||
| Q4 24 | $35.3M | $11.2M | ||
| Q3 24 | $33.7M | $1.7M | ||
| Q2 24 | $41.1M | $-7.5M |
毛利率DKLRAMP
| Q1 26 | -62.0% | — | ||
| Q4 25 | 17.2% | 71.9% | ||
| Q3 25 | 20.6% | 70.2% | ||
| Q2 25 | 25.8% | 70.1% | ||
| Q1 25 | 21.5% | 69.3% | ||
| Q4 24 | 23.4% | 71.9% | ||
| Q3 24 | 22.8% | 72.4% | ||
| Q2 24 | 28.1% | 70.6% |
营业利润率DKLRAMP
| Q1 26 | 25.9% | — | ||
| Q4 25 | 14.2% | 18.6% | ||
| Q3 25 | 17.4% | 10.7% | ||
| Q2 25 | 21.3% | 3.7% | ||
| Q1 25 | 19.0% | -6.1% | ||
| Q4 24 | 18.1% | 7.5% | ||
| Q3 24 | 14.9% | 4.0% | ||
| Q2 24 | 25.9% | -3.0% |
净利率DKLRAMP
| Q1 26 | 20.9% | — | ||
| Q4 25 | 18.5% | 18.8% | ||
| Q3 25 | 17.4% | 13.7% | ||
| Q2 25 | 18.1% | 4.0% | ||
| Q1 25 | 15.6% | -3.3% | ||
| Q4 24 | 16.8% | 5.7% | ||
| Q3 24 | 15.7% | 0.9% | ||
| Q2 24 | 15.5% | -4.3% |
每股收益（稀释后）DKLRAMP
| Q1 26 | $0.60 | — | ||
| 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 |
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 | $9.9M | $403.4M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | — | $962.3M |
| 总资产 | $2.9B | $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DKLRAMP
| Q1 26 | $9.9M | — | ||
| Q4 25 | $10.9M | $403.4M | ||
| Q3 25 | $6.9M | $376.9M | ||
| Q2 25 | $1.4M | $371.1M | ||
| Q1 25 | $2.1M | $420.8M | ||
| Q4 24 | $5.4M | $384.3M | ||
| Q3 24 | $7.3M | $348.4M | ||
| Q2 24 | $5.1M | $342.7M |
总债务DKLRAMP
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.6B | — |
股东权益DKLRAMP
| Q1 26 | — | — | ||
| Q4 25 | — | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | — | $947.8M | ||
| Q1 25 | — | $948.9M | ||
| Q4 24 | — | $957.7M | ||
| Q3 24 | — | $932.1M | ||
| Q2 24 | — | $951.9M |
总资产DKLRAMP
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.8B | $1.3B | ||
| Q3 25 | $2.7B | $1.2B | ||
| Q2 25 | $2.8B | $1.2B | ||
| Q1 25 | $2.4B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.6B | $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 | $170.4M | — |
| 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 | 5.4% | 0.1% |
| 现金转化率经营现金流/净利润 | 5.27× | — |
| 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DKLRAMP
| Q1 26 | $170.4M | — | ||
| Q4 25 | $43.2M | — | ||
| Q3 25 | $54.9M | $57.4M | ||
| Q2 25 | $107.4M | $-15.8M | ||
| Q1 25 | $31.6M | — | ||
| Q4 24 | $49.9M | $45.1M | ||
| Q3 24 | $24.9M | $55.6M | ||
| Q2 24 | $87.6M | $-9.3M |
自由现金流DKLRAMP
| Q1 26 | — | — | ||
| Q4 25 | $12.6M | — | ||
| Q3 25 | $-12.3M | $56.8M | ||
| Q2 25 | $-7.1M | $-16.2M | ||
| Q1 25 | $-23.9M | — | ||
| Q4 24 | $3.9M | $44.8M | ||
| Q3 24 | $-31.7M | $55.4M | ||
| Q2 24 | $72.5M | $-9.6M |
自由现金流率DKLRAMP
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | -4.7% | 28.4% | ||
| Q2 25 | -2.9% | -8.3% | ||
| Q1 25 | -9.6% | — | ||
| Q4 24 | 1.8% | 22.9% | ||
| Q3 24 | -14.8% | 29.8% | ||
| Q2 24 | 27.4% | -5.4% |
资本支出强度DKLRAMP
| Q1 26 | 5.4% | — | ||
| Q4 25 | 12.0% | 0.1% | ||
| Q3 25 | 25.7% | 0.3% | ||
| Q2 25 | 46.5% | 0.2% | ||
| Q1 25 | 22.2% | 0.2% | ||
| Q4 24 | 21.9% | 0.1% | ||
| Q3 24 | 26.4% | 0.1% | ||
| Q2 24 | 5.7% | 0.1% |
现金转化率DKLRAMP
| Q1 26 | 5.27× | — | ||
| Q4 25 | 0.91× | — | ||
| Q3 25 | 1.21× | 2.09× | ||
| Q2 25 | 2.41× | -2.04× | ||
| Q1 25 | 0.81× | — | ||
| Q4 24 | 1.41× | 4.02× | ||
| Q3 24 | 0.74× | 32.10× | ||
| Q2 24 | 2.13× | — |
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
DKL
| Third party | $105.4M | 68% |
| Affiliate | $49.2M | 32% |
RAMP
暂无分部数据
