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Gogo Inc.(GOGO)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
Gogo Inc.的季度营收约是LiveRamp Holdings, Inc.的1.1倍($230.6M vs $212.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs -4.3%,领先23.1%),Gogo Inc.同比增速更快(67.3% vs 8.6%),过去两年Gogo Inc.的营收复合增速更高(48.7% vs 11.1%)
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商,总部位于科罗拉多州布鲁姆菲尔德。截至目前,已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务,2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
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。
GOGO vs RAMP — 直观对比
营收规模更大
GOGO
是对方的1.1倍
$212.2M
营收增速更快
GOGO
高出58.7%
8.6%
净利率更高
RAMP
高出23.1%
-4.3%
两年增速更快
GOGO
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $230.6M | $212.2M |
| 净利润 | $-10.0M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 6.2% | 18.6% |
| 净利率 | -4.3% | 18.8% |
| 营收同比 | 67.3% | 8.6% |
| 净利润同比 | 64.6% | 255.7% |
| 每股收益(稀释后) | $-0.08 | $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
GOGO
RAMP
| Q4 25 | $230.6M | $212.2M | ||
| Q3 25 | $223.6M | $199.8M | ||
| Q2 25 | $226.0M | $194.8M | ||
| Q1 25 | $230.3M | $188.7M | ||
| Q4 24 | $137.8M | $195.4M | ||
| Q3 24 | $100.5M | $185.5M | ||
| Q2 24 | $102.1M | $176.0M | ||
| Q1 24 | $104.3M | $171.9M |
净利润
GOGO
RAMP
| Q4 25 | $-10.0M | $39.9M | ||
| Q3 25 | $-1.9M | $27.4M | ||
| Q2 25 | $12.8M | $7.7M | ||
| Q1 25 | $12.0M | $-6.3M | ||
| Q4 24 | $-28.2M | $11.2M | ||
| Q3 24 | $10.6M | $1.7M | ||
| Q2 24 | $839.0K | $-7.5M | ||
| Q1 24 | $30.5M | $-5.4M |
毛利率
GOGO
RAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | 87.8% | 70.1% | ||
| Q1 25 | 87.3% | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率
GOGO
RAMP
| Q4 25 | 6.2% | 18.6% | ||
| Q3 25 | 12.9% | 10.7% | ||
| Q2 25 | 15.9% | 3.7% | ||
| Q1 25 | 15.3% | -6.1% | ||
| Q4 24 | -17.5% | 7.5% | ||
| Q3 24 | 19.0% | 4.0% | ||
| Q2 24 | 21.2% | -3.0% | ||
| Q1 24 | 33.2% | -8.3% |
净利率
GOGO
RAMP
| Q4 25 | -4.3% | 18.8% | ||
| Q3 25 | -0.9% | 13.7% | ||
| Q2 25 | 5.7% | 4.0% | ||
| Q1 25 | 5.2% | -3.3% | ||
| Q4 24 | -20.5% | 5.7% | ||
| Q3 24 | 10.6% | 0.9% | ||
| Q2 24 | 0.8% | -4.3% | ||
| Q1 24 | 29.2% | -3.1% |
每股收益(稀释后)
GOGO
RAMP
| Q4 25 | $-0.08 | $0.62 | ||
| Q3 25 | $-0.01 | $0.42 | ||
| Q2 25 | $0.09 | $0.12 | ||
| Q1 25 | $0.09 | $-0.10 | ||
| Q4 24 | $-0.22 | $0.17 | ||
| Q3 24 | $0.08 | $0.03 | ||
| Q2 24 | $0.01 | $-0.11 | ||
| Q1 24 | $0.23 | $-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 | $125.2M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $101.1M | $962.3M |
| 总资产 | $1.3B | $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
GOGO
RAMP
| Q4 25 | $125.2M | $403.4M | ||
| Q3 25 | $133.6M | $376.9M | ||
| Q2 25 | $102.1M | $371.1M | ||
| Q1 25 | $70.3M | $420.8M | ||
| Q4 24 | $41.8M | $384.3M | ||
| Q3 24 | $176.7M | $348.4M | ||
| Q2 24 | $161.6M | $342.7M | ||
| Q1 24 | $152.8M | $368.9M |
股东权益
GOGO
RAMP
| Q4 25 | $101.1M | $962.3M | ||
| Q3 25 | $107.0M | $943.8M | ||
| Q2 25 | $102.8M | $947.8M | ||
| Q1 25 | $82.9M | $948.9M | ||
| Q4 24 | $69.3M | $957.7M | ||
| Q3 24 | $52.7M | $932.1M | ||
| Q2 24 | $52.0M | $951.9M | ||
| Q1 24 | $62.4M | $949.1M |
总资产
GOGO
RAMP
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $810.7M | $1.2B | ||
| Q2 24 | $802.7M | $1.2B | ||
| Q1 24 | $809.0M | $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 | $8.5M | — |
| 自由现金流经营现金流 - 资本支出 | $-25.4M | — |
| 自由现金流率自由现金流/营收 | -11.0% | — |
| 资本支出强度资本支出/营收 | 14.7% | 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 | $65.1M | — |
8季度趋势,按日历期对齐
经营现金流
GOGO
RAMP
| Q4 25 | $8.5M | — | ||
| Q3 25 | $46.8M | $57.4M | ||
| Q2 25 | $36.7M | $-15.8M | ||
| Q1 25 | $32.5M | — | ||
| Q4 24 | $-38.3M | $45.1M | ||
| Q3 24 | $25.1M | $55.6M | ||
| Q2 24 | $24.9M | $-9.3M | ||
| Q1 24 | $29.7M | — |
自由现金流
GOGO
RAMP
| Q4 25 | $-25.4M | — | ||
| Q3 25 | $27.3M | $56.8M | ||
| Q2 25 | $33.5M | $-16.2M | ||
| Q1 25 | $29.7M | — | ||
| Q4 24 | $-42.6M | $44.8M | ||
| Q3 24 | $20.7M | $55.4M | ||
| Q2 24 | $21.6M | $-9.6M | ||
| Q1 24 | $28.2M | — |
自由现金流率
GOGO
RAMP
| Q4 25 | -11.0% | — | ||
| Q3 25 | 12.2% | 28.4% | ||
| Q2 25 | 14.8% | -8.3% | ||
| Q1 25 | 12.9% | — | ||
| Q4 24 | -30.9% | 22.9% | ||
| Q3 24 | 20.6% | 29.8% | ||
| Q2 24 | 21.1% | -5.4% | ||
| Q1 24 | 27.0% | — |
资本支出强度
GOGO
RAMP
| Q4 25 | 14.7% | 0.1% | ||
| Q3 25 | 8.7% | 0.3% | ||
| Q2 25 | 1.4% | 0.2% | ||
| Q1 25 | 1.2% | 0.2% | ||
| Q4 24 | 3.1% | 0.1% | ||
| Q3 24 | 4.4% | 0.1% | ||
| Q2 24 | 3.3% | 0.1% | ||
| Q1 24 | 1.4% | 1.0% |
现金转化率
GOGO
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 2.87× | -2.04× | ||
| Q1 25 | 2.70× | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | 2.36× | 32.10× | ||
| Q2 24 | 29.74× | — | ||
| Q1 24 | 0.97× | — |
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
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
RAMP
暂无分部数据