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Global Net Lease, Inc.（GNL）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Global Net Lease, Inc.的1.8倍（$212.2M vs $117.0M），Global Net Lease, Inc.净利率更高（41.2% vs 18.8%，领先22.4%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs -15.1%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -11.1%）
Global Net Lease, Inc. 是一家上市房地产投资信托机构，主要收购、持有并运营多元化商业地产资产，通过长期净租赁协议出租物业，项目覆盖北美、欧洲多地，涵盖工业、办公、零售等领域，为股东提供稳定的长期收益。
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。
GNL vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.8倍
$117.0M
营收增速更快
RAMP
高出23.7%
-15.1%
净利率更高
GNL
高出22.4%
18.8%
两年增速更快
RAMP
近两年复合增速
-11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $117.0M | $212.2M |
| 净利润 | $48.2M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 94.7% | 18.6% |
| 净利率 | 41.2% | 18.8% |
| 营收同比 | -15.1% | 8.6% |
| 净利润同比 | 838.7% | 255.7% |
| 每股收益（稀释后） | $0.14 | $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GNLRAMP
| Q4 25 | $117.0M | $212.2M | ||
| Q3 25 | $121.0M | $199.8M | ||
| Q2 25 | $124.9M | $194.8M | ||
| Q1 25 | $132.4M | $188.7M | ||
| Q4 24 | $137.8M | $195.4M | ||
| Q3 24 | $138.7M | $185.5M | ||
| Q2 24 | $145.5M | $176.0M | ||
| Q1 24 | $147.9M | $171.9M |
净利润GNLRAMP
| Q4 25 | $48.2M | $39.9M | ||
| Q3 25 | $-60.1M | $27.4M | ||
| Q2 25 | $-24.1M | $7.7M | ||
| Q1 25 | $-189.4M | $-6.3M | ||
| Q4 24 | $-6.5M | $11.2M | ||
| Q3 24 | $-65.6M | $1.7M | ||
| Q2 24 | $-35.7M | $-7.5M | ||
| Q1 24 | $-23.8M | $-5.4M |
毛利率GNLRAMP
| 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GNLRAMP
| Q4 25 | 94.7% | 18.6% | ||
| Q3 25 | -11.7% | 10.7% | ||
| Q2 25 | 33.9% | 3.7% | ||
| Q1 25 | -21.1% | -6.1% | ||
| Q4 24 | 40.8% | 7.5% | ||
| Q3 24 | 9.3% | 4.0% | ||
| Q2 24 | 42.6% | -3.0% | ||
| Q1 24 | 38.6% | -8.3% |
净利率GNLRAMP
| Q4 25 | 41.2% | 18.8% | ||
| Q3 25 | -49.7% | 13.7% | ||
| Q2 25 | -19.3% | 4.0% | ||
| Q1 25 | -143.0% | -3.3% | ||
| Q4 24 | -4.7% | 5.7% | ||
| Q3 24 | -47.3% | 0.9% | ||
| Q2 24 | -24.5% | -4.3% | ||
| Q1 24 | -16.1% | -3.1% |
每股收益（稀释后）GNLRAMP
| Q4 25 | $0.14 | $0.62 | ||
| Q3 25 | $-0.32 | $0.42 | ||
| Q2 25 | $-0.16 | $0.12 | ||
| Q1 25 | $-0.87 | $-0.10 | ||
| Q4 24 | $-0.08 | $0.17 | ||
| Q3 24 | $-0.33 | $0.03 | ||
| Q2 24 | $-0.20 | $-0.11 | ||
| Q1 24 | $-0.15 | $-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 | $180.1M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $962.3M |
| 总资产 | $4.3B | $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GNLRAMP
| Q4 25 | $180.1M | $403.4M | ||
| Q3 25 | $165.1M | $376.9M | ||
| Q2 25 | $144.8M | $371.1M | ||
| Q1 25 | $147.0M | $420.8M | ||
| Q4 24 | $159.7M | $384.3M | ||
| Q3 24 | $127.2M | $348.4M | ||
| Q2 24 | $122.2M | $342.7M | ||
| Q1 24 | $131.9M | $368.9M |
股东权益GNLRAMP
| Q4 25 | $1.7B | $962.3M | ||
| Q3 25 | $1.7B | $943.8M | ||
| Q2 25 | $1.8B | $947.8M | ||
| Q1 25 | $1.9B | $948.9M | ||
| Q4 24 | $2.2B | $957.7M | ||
| Q3 24 | $2.3B | $932.1M | ||
| Q2 24 | $2.4B | $951.9M | ||
| Q1 24 | $2.5B | $949.1M |
总资产GNLRAMP
| Q4 25 | $4.3B | $1.3B | ||
| Q3 25 | $4.8B | $1.2B | ||
| Q2 25 | $5.0B | $1.2B | ||
| Q1 25 | $5.8B | $1.3B | ||
| Q4 24 | $7.0B | $1.3B | ||
| Q3 24 | $7.3B | $1.2B | ||
| Q2 24 | $7.6B | $1.2B | ||
| Q1 24 | $8.0B | $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 | $222.8M | — |
| 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 | — | 0.1% |
| 现金转化率经营现金流/净利润 | 4.62× | — |
| 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GNLRAMP
| Q4 25 | $222.8M | — | ||
| Q3 25 | $56.0M | $57.4M | ||
| Q2 25 | $52.0M | $-15.8M | ||
| Q1 25 | $59.2M | — | ||
| Q4 24 | $299.5M | $45.1M | ||
| Q3 24 | $62.1M | $55.6M | ||
| Q2 24 | $70.4M | $-9.3M | ||
| Q1 24 | $92.2M | — |
自由现金流GNLRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率GNLRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | — | — |
资本支出强度GNLRAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 1.0% |
现金转化率GNLRAMP
| Q4 25 | 4.62× | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| 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
GNL
| Industrial And Distribution Segment | $56.0M | 48% |
| Office Segment | $30.8M | 26% |
| Single Tenant Retail Segment | $30.2M | 26% |
RAMP
暂无分部数据
