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Embecta Corp.(EMBC)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
Embecta Corp.的季度营收约是LiveRamp Holdings, Inc.的1.2倍($261.2M vs $212.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 16.9%,领先1.9%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs -0.3%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs -4.6%)
Embecta Corp.是一家专注于糖尿病护理领域的全球医疗科技企业,主要设计、生产及销售胰岛素笔针、注射器、输注组件等给药装置,产品服务覆盖全球多个地区的患者、医疗机构及生物制药合作方。
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。
EMBC vs RAMP — 直观对比
营收规模更大
EMBC
是对方的1.2倍
$212.2M
营收增速更快
RAMP
高出8.9%
-0.3%
净利率更高
RAMP
高出1.9%
16.9%
两年增速更快
RAMP
近两年复合增速
-4.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $261.2M | $212.2M |
| 净利润 | $44.1M | $39.9M |
| 毛利率 | 61.9% | 71.9% |
| 营业利润率 | 31.9% | 18.6% |
| 净利率 | 16.9% | 18.8% |
| 营收同比 | -0.3% | 8.6% |
| 净利润同比 | — | 255.7% |
| 每股收益(稀释后) | $0.74 | $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
EMBC
RAMP
| Q4 25 | $261.2M | $212.2M | ||
| Q3 25 | $264.0M | $199.8M | ||
| Q2 25 | $295.5M | $194.8M | ||
| Q1 25 | $259.0M | $188.7M | ||
| Q4 24 | $261.9M | $195.4M | ||
| Q3 24 | $286.1M | $185.5M | ||
| Q2 24 | $272.5M | $176.0M | ||
| Q1 24 | $287.2M | $171.9M |
净利润
EMBC
RAMP
| Q4 25 | $44.1M | $39.9M | ||
| Q3 25 | $26.4M | $27.4M | ||
| Q2 25 | $45.5M | $7.7M | ||
| Q1 25 | $23.5M | $-6.3M | ||
| Q4 24 | $0 | $11.2M | ||
| Q3 24 | $14.6M | $1.7M | ||
| Q2 24 | $14.7M | $-7.5M | ||
| Q1 24 | $28.9M | $-5.4M |
毛利率
EMBC
RAMP
| Q4 25 | 61.9% | 71.9% | ||
| Q3 25 | 60.0% | 70.2% | ||
| Q2 25 | 66.7% | 70.1% | ||
| Q1 25 | 63.4% | 69.3% | ||
| Q4 24 | 60.0% | 71.9% | ||
| Q3 24 | 60.7% | 72.4% | ||
| Q2 24 | 69.8% | 70.6% | ||
| Q1 24 | 64.6% | 72.2% |
营业利润率
EMBC
RAMP
| Q4 25 | 31.9% | 18.6% | ||
| Q3 25 | 21.4% | 10.7% | ||
| Q2 25 | 31.8% | 3.7% | ||
| Q1 25 | 24.3% | -6.1% | ||
| Q4 24 | 11.0% | 7.5% | ||
| Q3 24 | 9.2% | 4.0% | ||
| Q2 24 | 20.5% | -3.0% | ||
| Q1 24 | 13.6% | -8.3% |
净利率
EMBC
RAMP
| Q4 25 | 16.9% | 18.8% | ||
| Q3 25 | 10.0% | 13.7% | ||
| Q2 25 | 15.4% | 4.0% | ||
| Q1 25 | 9.1% | -3.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | 5.1% | 0.9% | ||
| Q2 24 | 5.4% | -4.3% | ||
| Q1 24 | 10.1% | -3.1% |
每股收益(稀释后)
EMBC
RAMP
| Q4 25 | $0.74 | $0.62 | ||
| Q3 25 | $0.44 | $0.42 | ||
| Q2 25 | $0.78 | $0.12 | ||
| Q1 25 | $0.40 | $-0.10 | ||
| Q4 24 | $0.00 | $0.17 | ||
| Q3 24 | $0.24 | $0.03 | ||
| Q2 24 | $0.25 | $-0.11 | ||
| Q1 24 | $0.50 | $-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 | $201.3M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-613.1M | $962.3M |
| 总资产 | $1.1B | $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
EMBC
RAMP
| Q4 25 | $201.3M | $403.4M | ||
| Q3 25 | $225.5M | $376.9M | ||
| Q2 25 | $230.6M | $371.1M | ||
| Q1 25 | $209.3M | $420.8M | ||
| Q4 24 | $210.0M | $384.3M | ||
| Q3 24 | $267.5M | $348.4M | ||
| Q2 24 | $275.1M | $342.7M | ||
| Q1 24 | $299.8M | $368.9M |
总债务
EMBC
RAMP
| Q4 25 | — | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
EMBC
RAMP
| Q4 25 | $-613.1M | $962.3M | ||
| Q3 25 | $-650.6M | $943.8M | ||
| Q2 25 | $-669.6M | $947.8M | ||
| Q1 25 | $-736.2M | $948.9M | ||
| Q4 24 | $-768.8M | $957.7M | ||
| Q3 24 | $-738.3M | $932.1M | ||
| Q2 24 | $-763.7M | $951.9M | ||
| Q1 24 | $-769.6M | $949.1M |
总资产
EMBC
RAMP
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $1.2B | ||
| Q1 24 | $1.2B | $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 | $17.2M | — |
| 自由现金流经营现金流 - 资本支出 | $16.6M | — |
| 自由现金流率自由现金流/营收 | 6.4% | — |
| 资本支出强度资本支出/营收 | 0.2% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | $205.8M | — |
8季度趋势,按日历期对齐
经营现金流
EMBC
RAMP
| Q4 25 | $17.2M | — | ||
| Q3 25 | $84.0M | $57.4M | ||
| Q2 25 | $81.2M | $-15.8M | ||
| Q1 25 | $31.8M | — | ||
| Q4 24 | $-5.3M | $45.1M | ||
| Q3 24 | $26.6M | $55.6M | ||
| Q2 24 | $-2.1M | $-9.3M | ||
| Q1 24 | $24.3M | — |
自由现金流
EMBC
RAMP
| Q4 25 | $16.6M | — | ||
| Q3 25 | $76.7M | $56.8M | ||
| Q2 25 | $80.8M | $-16.2M | ||
| Q1 25 | $31.7M | — | ||
| Q4 24 | $-6.8M | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | $-11.8M | $-9.6M | ||
| Q1 24 | $20.9M | — |
自由现金流率
EMBC
RAMP
| Q4 25 | 6.4% | — | ||
| Q3 25 | 29.1% | 28.4% | ||
| Q2 25 | 27.3% | -8.3% | ||
| Q1 25 | 12.2% | — | ||
| Q4 24 | -2.6% | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | -4.3% | -5.4% | ||
| Q1 24 | 7.3% | — |
资本支出强度
EMBC
RAMP
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 2.8% | 0.3% | ||
| Q2 25 | 0.1% | 0.2% | ||
| Q1 25 | 0.0% | 0.2% | ||
| Q4 24 | 0.6% | 0.1% | ||
| Q3 24 | 0.0% | 0.1% | ||
| Q2 24 | 3.6% | 0.1% | ||
| Q1 24 | 1.2% | 1.0% |
现金转化率
EMBC
RAMP
| Q4 25 | 0.39× | — | ||
| Q3 25 | 3.18× | 2.09× | ||
| Q2 25 | 1.78× | -2.04× | ||
| Q1 25 | 1.35× | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | 1.82× | 32.10× | ||
| Q2 24 | -0.14× | — | ||
| Q1 24 | 0.84× | — |
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
EMBC
| Pen Needles | $185.5M | 71% |
| Safety | $37.3M | 14% |
| Syringes | $30.7M | 12% |
| Manufacturing Facility | $4.1M | 2% |
RAMP
暂无分部数据