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简柏特（EGP）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.的季度营收约是简柏特的1.1倍（$212.2M vs $190.3M），简柏特净利率更高（49.7% vs 18.8%，领先30.9%），简柏特同比增速更快（9.1% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs 9.4%）
简柏特是全球领先的信息技术服务、咨询及外包服务商，总部位于美国纽约，注册地为百慕大，最初创立于印度古尔冈。目前公司全球员工超12.5万名，服务覆盖30余个国家，于纽交所上市，2023年营收达44.8亿美元。
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。
EGP vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.1倍
$190.3M
营收增速更快
EGP
高出0.5%
8.6%
净利率更高
EGP
高出30.9%
18.8%
两年增速更快
RAMP
近两年复合增速
9.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $190.3M | $212.2M |
| 净利润 | $94.6M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | — | 18.6% |
| 净利率 | 49.7% | 18.8% |
| 营收同比 | 9.1% | 8.6% |
| 净利润同比 | 59.2% | 255.7% |
| 每股收益（稀释后） | $1.77 | $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EGPRAMP
| Q1 26 | $190.3M | — | ||
| Q4 25 | $187.5M | $212.2M | ||
| Q3 25 | $182.1M | $199.8M | ||
| Q2 25 | $177.3M | $194.8M | ||
| Q1 25 | $174.4M | $188.7M | ||
| Q4 24 | $164.0M | $195.4M | ||
| Q3 24 | $162.9M | $185.5M | ||
| Q2 24 | $159.1M | $176.0M |
净利润EGPRAMP
| Q1 26 | $94.6M | — | ||
| Q4 25 | $67.8M | $39.9M | ||
| Q3 25 | $67.0M | $27.4M | ||
| Q2 25 | $63.3M | $7.7M | ||
| Q1 25 | $59.4M | $-6.3M | ||
| Q4 24 | $58.7M | $11.2M | ||
| Q3 24 | $55.2M | $1.7M | ||
| Q2 24 | $55.3M | $-7.5M |
毛利率EGPRAMP
| Q1 26 | — | — | ||
| 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% |
营业利润率EGPRAMP
| Q1 26 | — | — | ||
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -3.0% |
净利率EGPRAMP
| Q1 26 | 49.7% | — | ||
| Q4 25 | 36.1% | 18.8% | ||
| Q3 25 | 36.8% | 13.7% | ||
| Q2 25 | 35.7% | 4.0% | ||
| Q1 25 | 34.1% | -3.3% | ||
| Q4 24 | 35.8% | 5.7% | ||
| Q3 24 | 33.9% | 0.9% | ||
| Q2 24 | 34.8% | -4.3% |
每股收益（稀释后）EGPRAMP
| Q1 26 | $1.77 | — | ||
| Q4 25 | $1.27 | $0.62 | ||
| Q3 25 | $1.26 | $0.42 | ||
| Q2 25 | $1.20 | $0.12 | ||
| Q1 25 | $1.14 | $-0.10 | ||
| Q4 24 | $1.17 | $0.17 | ||
| Q3 24 | $1.13 | $0.03 | ||
| Q2 24 | $1.14 | $-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 | $31.4M | $403.4M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $3.6B | $962.3M |
| 总资产 | $5.5B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资EGPRAMP
| Q1 26 | $31.4M | — | ||
| Q4 25 | $1.0M | $403.4M | ||
| Q3 25 | $3.0M | $376.9M | ||
| Q2 25 | $32.9M | $371.1M | ||
| Q1 25 | $20.5M | $420.8M | ||
| Q4 24 | $17.5M | $384.3M | ||
| Q3 24 | $17.0M | $348.4M | ||
| Q2 24 | $39.4M | $342.7M |
总债务EGPRAMP
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.7B | — |
股东权益EGPRAMP
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $962.3M | ||
| Q3 25 | $3.5B | $943.8M | ||
| Q2 25 | $3.4B | $947.8M | ||
| Q1 25 | $3.3B | $948.9M | ||
| Q4 24 | $3.3B | $957.7M | ||
| Q3 24 | $2.8B | $932.1M | ||
| Q2 24 | $2.8B | $951.9M |
总资产EGPRAMP
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.4B | $1.3B | ||
| Q3 25 | $5.4B | $1.2B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.1B | $1.3B | ||
| Q4 24 | $5.1B | $1.3B | ||
| Q3 24 | $4.8B | $1.2B | ||
| Q2 24 | $4.7B | $1.2B |
负债/权益比EGPRAMP
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.41× | — | ||
| Q2 25 | 0.43× | — | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.57× | — | ||
| Q2 24 | 0.60× | — |
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 | $142.3M | — |
| 自由现金流经营现金流 - 资本支出 | $126.7M | — |
| 自由现金流率自由现金流/营收 | 66.6% | — |
| 资本支出强度资本支出/营收 | 8.2% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.50× | — |
| 过去12个月自由现金流最近4个季度 | $771.1M | — |
8季度趋势，按日历期对齐
经营现金流EGPRAMP
| Q1 26 | $142.3M | — | ||
| Q4 25 | $480.7M | — | ||
| Q3 25 | $138.9M | $57.4M | ||
| Q2 25 | $143.4M | $-15.8M | ||
| Q1 25 | $133.7M | — | ||
| Q4 24 | $416.6M | $45.1M | ||
| Q3 24 | $122.9M | $55.6M | ||
| Q2 24 | $122.9M | $-9.3M |
自由现金流EGPRAMP
| Q1 26 | $126.7M | — | ||
| Q4 25 | $404.9M | — | ||
| Q3 25 | $120.3M | $56.8M | ||
| Q2 25 | $119.2M | $-16.2M | ||
| Q1 25 | $113.9M | — | ||
| Q4 24 | $357.3M | $44.8M | ||
| Q3 24 | $108.5M | $55.4M | ||
| Q2 24 | $102.8M | $-9.6M |
自由现金流率EGPRAMP
| Q1 26 | 66.6% | — | ||
| Q4 25 | 216.0% | — | ||
| Q3 25 | 66.0% | 28.4% | ||
| Q2 25 | 67.2% | -8.3% | ||
| Q1 25 | 65.3% | — | ||
| Q4 24 | 217.8% | 22.9% | ||
| Q3 24 | 66.6% | 29.8% | ||
| Q2 24 | 64.6% | -5.4% |
资本支出强度EGPRAMP
| Q1 26 | 8.2% | — | ||
| Q4 25 | 40.5% | 0.1% | ||
| Q3 25 | 10.2% | 0.3% | ||
| Q2 25 | 13.7% | 0.2% | ||
| Q1 25 | 11.3% | 0.2% | ||
| Q4 24 | 36.1% | 0.1% | ||
| Q3 24 | 8.9% | 0.1% | ||
| Q2 24 | 12.6% | 0.1% |
现金转化率EGPRAMP
| Q1 26 | 1.50× | — | ||
| Q4 25 | 7.10× | — | ||
| Q3 25 | 2.07× | 2.09× | ||
| Q2 25 | 2.26× | -2.04× | ||
| Q1 25 | 2.25× | — | ||
| Q4 24 | 7.10× | 4.02× | ||
| Q3 24 | 2.23× | 32.10× | ||
| Q2 24 | 2.22× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
