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FTAI Infrastructure Inc.（FIP）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FTAI Infrastructure Inc.的1.5倍（$212.2M vs $143.5M），LiveRamp Holdings, Inc.净利率更高（18.8% vs -68.1%，领先86.9%），FTAI Infrastructure Inc.同比增速更快（77.7% vs 8.6%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（31.9% vs 11.1%）
FTAI基础设施有限公司持有、运营并投资交通物流、中游能源、发电等核心领域的优质关键基础设施资产，主要面向北美市场，聚焦拥有稳定长期现金流、合同约定收入流的项目，为利益相关方创造可持续回报。
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。
FIP vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.5倍
$143.5M
营收增速更快
FIP
高出69.1%
8.6%
净利率更高
RAMP
高出86.9%
-68.1%
两年增速更快
FIP
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.5M | $212.2M |
| 净利润 | $-97.7M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | -45.7% | 18.6% |
| 净利率 | -68.1% | 18.8% |
| 营收同比 | 77.7% | 8.6% |
| 净利润同比 | 21.6% | 255.7% |
| 每股收益（稀释后） | $-1.04 | $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FIPRAMP
| Q4 25 | $143.5M | $212.2M | ||
| Q3 25 | $140.6M | $199.8M | ||
| Q2 25 | $122.3M | $194.8M | ||
| Q1 25 | $96.2M | $188.7M | ||
| Q4 24 | $80.8M | $195.4M | ||
| Q3 24 | $83.3M | $185.5M | ||
| Q2 24 | $84.9M | $176.0M | ||
| Q1 24 | $82.5M | $171.9M |
净利润FIPRAMP
| Q4 25 | $-97.7M | $39.9M | ||
| Q3 25 | $-104.5M | $27.4M | ||
| Q2 25 | $-70.0M | $7.7M | ||
| Q1 25 | $120.2M | $-6.3M | ||
| Q4 24 | $-124.7M | $11.2M | ||
| Q3 24 | $-43.0M | $1.7M | ||
| Q2 24 | $-48.1M | $-7.5M | ||
| Q1 24 | $-50.3M | $-5.4M |
毛利率FIPRAMP
| 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FIPRAMP
| Q4 25 | -45.7% | 18.6% | ||
| Q3 25 | -70.8% | 10.7% | ||
| Q2 25 | -56.4% | 3.7% | ||
| Q1 25 | 81.8% | -6.1% | ||
| Q4 24 | -152.7% | 7.5% | ||
| Q3 24 | -51.7% | 4.0% | ||
| Q2 24 | -56.4% | -3.0% | ||
| Q1 24 | -58.8% | -8.3% |
净利率FIPRAMP
| Q4 25 | -68.1% | 18.8% | ||
| Q3 25 | -74.4% | 13.7% | ||
| Q2 25 | -57.2% | 4.0% | ||
| Q1 25 | 125.0% | -3.3% | ||
| Q4 24 | -154.4% | 5.7% | ||
| Q3 24 | -51.6% | 0.9% | ||
| Q2 24 | -56.7% | -4.3% | ||
| Q1 24 | -60.9% | -3.1% |
每股收益（稀释后）FIPRAMP
| Q4 25 | $-1.04 | $0.62 | ||
| Q3 25 | $-1.38 | $0.42 | ||
| Q2 25 | $-0.73 | $0.12 | ||
| Q1 25 | $0.89 | $-0.10 | ||
| Q4 24 | $-1.21 | $0.17 | ||
| Q3 24 | $-0.45 | $0.03 | ||
| Q2 24 | $-0.52 | $-0.11 | ||
| Q1 24 | $-0.54 | $-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 | $57.4M | $403.4M |
| 总债务越低越好 | $3.8B | — |
| 股东权益账面价值 | $21.3M | $962.3M |
| 总资产 | $5.7B | $1.3B |
| 负债/权益比越低杠杆越低 | 176.99× | — |
8季度趋势，按日历期对齐
现金及短期投资FIPRAMP
| Q4 25 | $57.4M | $403.4M | ||
| Q3 25 | $34.7M | $376.9M | ||
| Q2 25 | $33.6M | $371.1M | ||
| Q1 25 | $26.3M | $420.8M | ||
| Q4 24 | $27.8M | $384.3M | ||
| Q3 24 | $20.3M | $348.4M | ||
| Q2 24 | $33.1M | $342.7M | ||
| Q1 24 | $23.0M | $368.9M |
总债务FIPRAMP
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.3B | — |
股东权益FIPRAMP
| Q4 25 | $21.3M | $962.3M | ||
| Q3 25 | $181.1M | $943.8M | ||
| Q2 25 | $375.5M | $947.8M | ||
| Q1 25 | $476.2M | $948.9M | ||
| Q4 24 | $202.7M | $957.7M | ||
| Q3 24 | $370.8M | $932.1M | ||
| Q2 24 | $394.8M | $951.9M | ||
| Q1 24 | $402.5M | $949.1M |
总资产FIPRAMP
| Q4 25 | $5.7B | $1.3B | ||
| Q3 25 | $5.5B | $1.2B | ||
| Q2 25 | $4.4B | $1.2B | ||
| Q1 25 | $4.1B | $1.3B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.5B | $1.2B | ||
| Q1 24 | $2.3B | $1.2B |
负债/权益比FIPRAMP
| Q4 25 | 176.99× | — | ||
| Q3 25 | 20.59× | — | ||
| Q2 25 | 8.21× | — | ||
| Q1 25 | 5.79× | — | ||
| Q4 24 | 7.84× | — | ||
| Q3 24 | 4.14× | — | ||
| Q2 24 | 3.94× | — | ||
| Q1 24 | 3.34× | — |
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 | $-2.8M | — |
| 自由现金流经营现金流 - 资本支出 | $-68.6M | — |
| 自由现金流率自由现金流/营收 | -47.8% | — |
| 资本支出强度资本支出/营收 | 45.9% | 0.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-398.5M | — |
8季度趋势，按日历期对齐
经营现金流FIPRAMP
| Q4 25 | $-2.8M | — | ||
| Q3 25 | $-24.4M | $57.4M | ||
| Q2 25 | $-5.2M | $-15.8M | ||
| Q1 25 | $-85.7M | — | ||
| Q4 24 | $-8.1M | $45.1M | ||
| Q3 24 | $14.2M | $55.6M | ||
| Q2 24 | $-17.6M | $-9.3M | ||
| Q1 24 | $-3.9M | — |
自由现金流FIPRAMP
| Q4 25 | $-68.6M | — | ||
| Q3 25 | $-90.7M | $56.8M | ||
| Q2 25 | $-87.5M | $-16.2M | ||
| Q1 25 | $-151.7M | — | ||
| Q4 24 | $-34.3M | $44.8M | ||
| Q3 24 | $-11.7M | $55.4M | ||
| Q2 24 | $-32.1M | $-9.6M | ||
| Q1 24 | $-16.7M | — |
自由现金流率FIPRAMP
| Q4 25 | -47.8% | — | ||
| Q3 25 | -64.5% | 28.4% | ||
| Q2 25 | -71.6% | -8.3% | ||
| Q1 25 | -157.7% | — | ||
| Q4 24 | -42.4% | 22.9% | ||
| Q3 24 | -14.0% | 29.8% | ||
| Q2 24 | -37.9% | -5.4% | ||
| Q1 24 | -20.3% | — |
资本支出强度FIPRAMP
| Q4 25 | 45.9% | 0.1% | ||
| Q3 25 | 47.2% | 0.3% | ||
| Q2 25 | 67.3% | 0.2% | ||
| Q1 25 | 68.6% | 0.2% | ||
| Q4 24 | 32.5% | 0.1% | ||
| Q3 24 | 31.1% | 0.1% | ||
| Q2 24 | 17.2% | 0.1% | ||
| Q1 24 | 15.6% | 1.0% |
现金转化率FIPRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
RAMP
暂无分部数据
