vs
FRIEDMAN INDUSTRIES INC（FRD）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FRIEDMAN INDUSTRIES INC的1.3倍（$212.2M vs $168.0M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 1.8%，领先17.0%），FRIEDMAN INDUSTRIES INC同比增速更快（78.6% vs 8.6%），过去两年FRIEDMAN INDUSTRIES INC的营收复合增速更高（13.3% vs 11.1%）
赫尔曼与弗里德曼（H&F）是一家美国私募股权公司，由沃伦·赫尔曼与塔利·弗里德曼于1984年创立，主要通过杠杆收购及成长资本开展投资业务，核心投资方向覆盖传媒、金融服务、专业服务与信息服务等多个领域。
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。
FRD vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.3倍
$168.0M
营收增速更快
FRD
高出70.0%
8.6%
净利率更高
RAMP
高出17.0%
1.8%
两年增速更快
FRD
近两年复合增速
11.1%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $168.0M | $212.2M |
| 净利润 | $3.0M | $39.9M |
| 毛利率 | 2.3% | 71.9% |
| 营业利润率 | 2.3% | 18.6% |
| 净利率 | 1.8% | 18.8% |
| 营收同比 | 78.6% | 8.6% |
| 净利润同比 | 364.1% | 255.7% |
| 每股收益（稀释后） | $0.43 | $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FRDRAMP
| Q4 25 | $168.0M | $212.2M | ||
| Q3 25 | $152.4M | $199.8M | ||
| Q2 25 | $134.8M | $194.8M | ||
| Q1 25 | — | $188.7M | ||
| Q4 24 | $94.1M | $195.4M | ||
| Q3 24 | $106.8M | $185.5M | ||
| Q2 24 | $114.6M | $176.0M | ||
| Q1 24 | — | $171.9M |
净利润FRDRAMP
| Q4 25 | $3.0M | $39.9M | ||
| Q3 25 | $2.2M | $27.4M | ||
| Q2 25 | $5.0M | $7.7M | ||
| Q1 25 | — | $-6.3M | ||
| Q4 24 | $-1.2M | $11.2M | ||
| Q3 24 | $-675.0K | $1.7M | ||
| Q2 24 | $2.6M | $-7.5M | ||
| Q1 24 | — | $-5.4M |
毛利率FRDRAMP
| Q4 25 | 2.3% | 71.9% | ||
| Q3 25 | 1.9% | 70.2% | ||
| Q2 25 | 5.2% | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | -0.2% | 72.4% | ||
| Q2 24 | -1.2% | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率FRDRAMP
| Q4 25 | 2.3% | 18.6% | ||
| Q3 25 | 1.9% | 10.7% | ||
| Q2 25 | 5.2% | 3.7% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | -1.3% | 7.5% | ||
| Q3 24 | -0.2% | 4.0% | ||
| Q2 24 | -1.2% | -3.0% | ||
| Q1 24 | — | -8.3% |
净利率FRDRAMP
| Q4 25 | 1.8% | 18.8% | ||
| Q3 25 | 1.5% | 13.7% | ||
| Q2 25 | 3.7% | 4.0% | ||
| Q1 25 | — | -3.3% | ||
| Q4 24 | -1.2% | 5.7% | ||
| Q3 24 | -0.6% | 0.9% | ||
| Q2 24 | 2.2% | -4.3% | ||
| Q1 24 | — | -3.1% |
每股收益（稀释后）FRDRAMP
| Q4 25 | $0.43 | $0.62 | ||
| Q3 25 | $0.32 | $0.42 | ||
| Q2 25 | $0.71 | $0.12 | ||
| Q1 25 | — | $-0.10 | ||
| Q4 24 | $-0.17 | $0.17 | ||
| Q3 24 | $-0.10 | $0.03 | ||
| Q2 24 | $0.37 | $-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 | $3.0M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $142.2M | $962.3M |
| 总资产 | $311.9M | $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FRDRAMP
| Q4 25 | $3.0M | $403.4M | ||
| Q3 25 | $4.6M | $376.9M | ||
| Q2 25 | $2.1M | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | $1.1M | $384.3M | ||
| Q3 24 | $2.5M | $348.4M | ||
| Q2 24 | $4.1M | $342.7M | ||
| Q1 24 | — | $368.9M |
股东权益FRDRAMP
| Q4 25 | $142.2M | $962.3M | ||
| Q3 25 | $139.3M | $943.8M | ||
| Q2 25 | $137.3M | $947.8M | ||
| Q1 25 | — | $948.9M | ||
| Q4 24 | $127.3M | $957.7M | ||
| Q3 24 | $128.8M | $932.1M | ||
| Q2 24 | $129.7M | $951.9M | ||
| Q1 24 | — | $949.1M |
总资产FRDRAMP
| Q4 25 | $311.9M | $1.3B | ||
| Q3 25 | $311.3M | $1.2B | ||
| Q2 25 | $219.1M | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $210.3M | $1.3B | ||
| Q3 24 | $209.2M | $1.2B | ||
| Q2 24 | $222.8M | $1.2B | ||
| Q1 24 | — | $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 | $-4.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-6.3M | — |
| 自由现金流率自由现金流/营收 | -3.8% | — |
| 资本支出强度资本支出/营收 | 1.0% | 0.1% |
| 现金转化率经营现金流/净利润 | -1.56× | — |
| 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FRDRAMP
| Q4 25 | $-4.7M | — | ||
| Q3 25 | $434.0K | $57.4M | ||
| Q2 25 | $15.5M | $-15.8M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $45.1M | ||
| Q3 24 | — | $55.6M | ||
| Q2 24 | $-6.1M | $-9.3M | ||
| Q1 24 | — | — |
自由现金流FRDRAMP
| Q4 25 | $-6.3M | — | ||
| Q3 25 | $-2.0M | $56.8M | ||
| Q2 25 | $13.7M | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | $-7.1M | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率FRDRAMP
| Q4 25 | -3.8% | — | ||
| Q3 25 | -1.3% | 28.4% | ||
| Q2 25 | 10.2% | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | -6.2% | -5.4% | ||
| Q1 24 | — | — |
资本支出强度FRDRAMP
| Q4 25 | 1.0% | 0.1% | ||
| Q3 25 | 1.6% | 0.3% | ||
| Q2 25 | 1.3% | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | 0.9% | 0.1% | ||
| Q1 24 | — | 1.0% |
现金转化率FRDRAMP
| Q4 25 | -1.56× | — | ||
| Q3 25 | 0.19× | 2.09× | ||
| Q2 25 | 3.08× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | -2.36× | — | ||
| 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
FRD
| Prime Coil | $152.0M | 90% |
| Manufactured Pipe | $14.9M | 9% |
| Customer Owned | $1.1M | 1% |
RAMP
暂无分部数据
