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Hayward Holdings, Inc.（HAYW）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
Hayward Holdings, Inc.的季度营收约是LiveRamp Holdings, Inc.的1.2倍（$255.2M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 9.2%，领先9.6%），Hayward Holdings, Inc.同比增速更快（11.5% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -5.3%）
海沃德控股前身为巴特利特-海沃德公司，是美国本土金属加工企业，总部位于马里兰州巴尔的摩，业务涵盖大型铸造、制造及工程建造板块。公司创立于19世纪30年代，1925年之前保持独立运营，1927年被科伯斯公司收购，之后长期作为其旗下事业部开展业务。
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。
HAYW vs RAMP — 直观对比
营收规模更大
HAYW
是对方的1.2倍
$212.2M
营收增速更快
HAYW
高出2.9%
8.6%
净利率更高
RAMP
高出9.6%
9.2%
两年增速更快
RAMP
近两年复合增速
-5.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $255.2M | $212.2M |
| 净利润 | $23.4M | $39.9M |
| 毛利率 | 46.5% | 71.9% |
| 营业利润率 | 16.6% | 18.6% |
| 净利率 | 9.2% | 18.8% |
| 营收同比 | 11.5% | 8.6% |
| 净利润同比 | 63.0% | 255.7% |
| 每股收益（稀释后） | $0.11 | $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HAYWRAMP
| Q1 26 | $255.2M | — | ||
| Q4 25 | $349.4M | $212.2M | ||
| Q3 25 | $244.3M | $199.8M | ||
| Q2 25 | $299.6M | $194.8M | ||
| Q1 25 | $228.8M | $188.7M | ||
| Q4 24 | $327.1M | $195.4M | ||
| Q3 24 | $227.6M | $185.5M | ||
| Q2 24 | $284.4M | $176.0M |
净利润HAYWRAMP
| Q1 26 | $23.4M | — | ||
| Q4 25 | $68.4M | $39.9M | ||
| Q3 25 | $24.0M | $27.4M | ||
| Q2 25 | $44.8M | $7.7M | ||
| Q1 25 | $14.3M | $-6.3M | ||
| Q4 24 | $54.7M | $11.2M | ||
| Q3 24 | $16.5M | $1.7M | ||
| Q2 24 | $37.6M | $-7.5M |
毛利率HAYWRAMP
| Q1 26 | 46.5% | — | ||
| Q4 25 | 40.7% | 71.9% | ||
| Q3 25 | 51.2% | 70.2% | ||
| Q2 25 | 52.7% | 70.1% | ||
| Q1 25 | 49.5% | 69.3% | ||
| Q4 24 | 51.4% | 71.9% | ||
| Q3 24 | 49.7% | 72.4% | ||
| Q2 24 | 51.0% | 70.6% |
营业利润率HAYWRAMP
| Q1 26 | 16.6% | — | ||
| Q4 25 | 25.0% | 18.6% | ||
| Q3 25 | 16.8% | 10.7% | ||
| Q2 25 | 23.8% | 3.7% | ||
| Q1 25 | 14.6% | -6.1% | ||
| Q4 24 | 23.4% | 7.5% | ||
| Q3 24 | 14.7% | 4.0% | ||
| Q2 24 | 23.9% | -3.0% |
净利率HAYWRAMP
| Q1 26 | 9.2% | — | ||
| Q4 25 | 19.6% | 18.8% | ||
| Q3 25 | 9.8% | 13.7% | ||
| Q2 25 | 15.0% | 4.0% | ||
| Q1 25 | 6.3% | -3.3% | ||
| Q4 24 | 16.7% | 5.7% | ||
| Q3 24 | 7.3% | 0.9% | ||
| Q2 24 | 13.2% | -4.3% |
每股收益（稀释后）HAYWRAMP
| Q1 26 | $0.11 | — | ||
| Q4 25 | $0.31 | $0.62 | ||
| Q3 25 | $0.11 | $0.42 | ||
| Q2 25 | $0.20 | $0.12 | ||
| Q1 25 | $0.06 | $-0.10 | ||
| Q4 24 | $0.26 | $0.17 | ||
| Q3 24 | $0.07 | $0.03 | ||
| Q2 24 | $0.17 | $-0.11 |
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 | $230.7M | $403.4M |
| 总债务越低越好 | $11.1M | — |
| 股东权益账面价值 | $1.6B | $962.3M |
| 总资产 | $3.1B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资HAYWRAMP
| Q1 26 | $230.7M | — | ||
| Q4 25 | $399.1M | $403.4M | ||
| Q3 25 | $448.3M | $376.9M | ||
| Q2 25 | $365.1M | $371.1M | ||
| Q1 25 | $181.3M | $420.8M | ||
| Q4 24 | $196.6M | $384.3M | ||
| Q3 24 | $274.2M | $348.4M | ||
| Q2 24 | $215.1M | $342.7M |
总债务HAYWRAMP
| Q1 26 | $11.1M | — | ||
| Q4 25 | $943.5M | — | ||
| Q3 25 | $947.7M | — | ||
| Q2 25 | $949.1M | — | ||
| Q1 25 | $950.4M | — | ||
| Q4 24 | $950.6M | — | ||
| Q3 24 | $959.9M | — | ||
| Q2 24 | $959.8M | — |
股东权益HAYWRAMP
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $962.3M | ||
| Q3 25 | $1.5B | $943.8M | ||
| Q2 25 | $1.5B | $947.8M | ||
| Q1 25 | $1.4B | $948.9M | ||
| Q4 24 | $1.4B | $957.7M | ||
| Q3 24 | $1.4B | $932.1M | ||
| Q2 24 | $1.4B | $951.9M |
总资产HAYWRAMP
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $1.3B | ||
| Q3 25 | $3.0B | $1.2B | ||
| Q2 25 | $3.0B | $1.2B | ||
| Q1 25 | $3.0B | $1.3B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.9B | $1.2B |
负债/权益比HAYWRAMP
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.62× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.67× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — |
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 | $-150.6M | — |
| 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 | -6.45× | — |
| 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HAYWRAMP
| Q1 26 | $-150.6M | — | ||
| Q4 25 | $-26.9M | — | ||
| Q3 25 | $94.6M | $57.4M | ||
| Q2 25 | $194.2M | $-15.8M | ||
| Q1 25 | $-5.8M | — | ||
| Q4 24 | $-63.7M | $45.1M | ||
| Q3 24 | $65.9M | $55.6M | ||
| Q2 24 | $287.0M | $-9.3M |
自由现金流HAYWRAMP
| Q1 26 | — | — | ||
| Q4 25 | $-35.8M | — | ||
| Q3 25 | $87.2M | $56.8M | ||
| Q2 25 | $187.3M | $-16.2M | ||
| Q1 25 | $-11.4M | — | ||
| Q4 24 | $-70.4M | $44.8M | ||
| Q3 24 | $59.1M | $55.4M | ||
| Q2 24 | $282.3M | $-9.6M |
自由现金流率HAYWRAMP
| Q1 26 | — | — | ||
| Q4 25 | -10.3% | — | ||
| Q3 25 | 35.7% | 28.4% | ||
| Q2 25 | 62.5% | -8.3% | ||
| Q1 25 | -5.0% | — | ||
| Q4 24 | -21.5% | 22.9% | ||
| Q3 24 | 26.0% | 29.8% | ||
| Q2 24 | 99.3% | -5.4% |
资本支出强度HAYWRAMP
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 0.1% | ||
| Q3 25 | 3.0% | 0.3% | ||
| Q2 25 | 2.3% | 0.2% | ||
| Q1 25 | 2.4% | 0.2% | ||
| Q4 24 | 2.1% | 0.1% | ||
| Q3 24 | 3.0% | 0.1% | ||
| Q2 24 | 1.7% | 0.1% |
现金转化率HAYWRAMP
| Q1 26 | -6.45× | — | ||
| Q4 25 | -0.39× | — | ||
| Q3 25 | 3.94× | 2.09× | ||
| Q2 25 | 4.34× | -2.04× | ||
| Q1 25 | -0.41× | — | ||
| Q4 24 | -1.16× | 4.02× | ||
| Q3 24 | 4.00× | 32.10× | ||
| Q2 24 | 7.64× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
