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艺达思集团(IEX)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
艺达思集团的季度营收约是LiveRamp Holdings, Inc.的1.9倍($398.4M vs $212.2M),艺达思集团净利率更高(30.1% vs 18.8%,领先11.3%),艺达思集团同比增速更快(16.7% vs 8.6%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs -29.4%)
艺达思集团是一家公开上市的工业制造企业,专注于流体系统与特种工程产品的研发和生产,产品广泛应用于工业制造、生命科学、食品安全等多个领域,可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs RAMP — 直观对比
营收规模更大
IEX
是对方的1.9倍
$212.2M
营收增速更快
IEX
高出8.1%
8.6%
净利率更高
IEX
高出11.3%
18.8%
两年增速更快
RAMP
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $398.4M | $212.2M |
| 净利润 | $120.0M | $39.9M |
| 毛利率 | 99.9% | 71.9% |
| 营业利润率 | 43.3% | 18.6% |
| 净利率 | 30.1% | 18.8% |
| 营收同比 | 16.7% | 8.6% |
| 净利润同比 | 25.7% | 255.7% |
| 每股收益(稀释后) | $1.61 | $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
IEX
RAMP
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $212.2M | ||
| Q3 25 | $878.7M | $199.8M | ||
| Q2 25 | $865.4M | $194.8M | ||
| Q1 25 | $814.3M | $188.7M | ||
| Q4 24 | $862.9M | $195.4M | ||
| Q3 24 | $798.2M | $185.5M |
净利润
IEX
RAMP
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $39.9M | ||
| Q3 25 | $127.8M | $27.4M | ||
| Q2 25 | $131.6M | $7.7M | ||
| Q1 25 | $95.5M | $-6.3M | ||
| Q4 24 | $123.2M | $11.2M | ||
| Q3 24 | $119.1M | $1.7M |
毛利率
IEX
RAMP
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 71.9% | ||
| Q3 25 | 44.5% | 70.2% | ||
| Q2 25 | 45.3% | 70.1% | ||
| Q1 25 | 45.3% | 69.3% | ||
| Q4 24 | 42.5% | 71.9% | ||
| Q3 24 | 44.3% | 72.4% |
营业利润率
IEX
RAMP
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 18.6% | ||
| Q3 25 | 21.1% | 10.7% | ||
| Q2 25 | 21.7% | 3.7% | ||
| Q1 25 | 17.4% | -6.1% | ||
| Q4 24 | 19.2% | 7.5% | ||
| Q3 24 | 21.0% | 4.0% |
净利率
IEX
RAMP
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | 18.8% | ||
| Q3 25 | 14.5% | 13.7% | ||
| Q2 25 | 15.2% | 4.0% | ||
| Q1 25 | 11.7% | -3.3% | ||
| Q4 24 | 14.3% | 5.7% | ||
| Q3 24 | 14.9% | 0.9% |
每股收益(稀释后)
IEX
RAMP
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $0.62 | ||
| Q3 25 | $1.70 | $0.42 | ||
| Q2 25 | $1.74 | $0.12 | ||
| Q1 25 | $1.26 | $-0.10 | ||
| Q4 24 | $1.61 | $0.17 | ||
| Q3 24 | $1.57 | $0.03 |
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 | $586.2M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $962.3M |
| 总资产 | $6.9B | $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
IEX
RAMP
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $403.4M | ||
| Q3 25 | $593.8M | $376.9M | ||
| Q2 25 | $568.2M | $371.1M | ||
| Q1 25 | $594.1M | $420.8M | ||
| Q4 24 | $620.8M | $384.3M | ||
| Q3 24 | $633.2M | $348.4M |
总债务
IEX
RAMP
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — |
股东权益
IEX
RAMP
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $962.3M | ||
| Q3 25 | $4.0B | $943.8M | ||
| Q2 25 | $4.0B | $947.8M | ||
| Q1 25 | $3.9B | $948.9M | ||
| Q4 24 | $3.8B | $957.7M | ||
| Q3 24 | $3.8B | $932.1M |
总资产
IEX
RAMP
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $1.3B | ||
| Q3 25 | $7.0B | $1.2B | ||
| Q2 25 | $6.9B | $1.2B | ||
| Q1 25 | $6.8B | $1.3B | ||
| Q4 24 | $6.7B | $1.3B | ||
| Q3 24 | $7.0B | $1.2B |
负债/权益比
IEX
RAMP
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $86.0M | — |
| 自由现金流率自由现金流/营收 | 21.6% | — |
| 资本支出强度资本支出/营收 | 4.4% | 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 | $654.3M | — |
8季度趋势,按日历期对齐
经营现金流
IEX
RAMP
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | — | ||
| Q3 25 | $203.5M | $57.4M | ||
| Q2 25 | $161.7M | $-15.8M | ||
| Q1 25 | $105.7M | — | ||
| Q4 24 | $172.6M | $45.1M | ||
| Q3 24 | $205.3M | $55.6M |
自由现金流
IEX
RAMP
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | — | ||
| Q3 25 | $188.7M | $56.8M | ||
| Q2 25 | $146.9M | $-16.2M | ||
| Q1 25 | $91.4M | — | ||
| Q4 24 | $157.1M | $44.8M | ||
| Q3 24 | $191.6M | $55.4M |
自由现金流率
IEX
RAMP
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | — | ||
| Q3 25 | 21.5% | 28.4% | ||
| Q2 25 | 17.0% | -8.3% | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 18.2% | 22.9% | ||
| Q3 24 | 24.0% | 29.8% |
资本支出强度
IEX
RAMP
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 0.1% | ||
| Q3 25 | 1.7% | 0.3% | ||
| Q2 25 | 1.7% | 0.2% | ||
| Q1 25 | 1.8% | 0.2% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 1.7% | 0.1% |
现金转化率
IEX
RAMP
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.59× | 2.09× | ||
| Q2 25 | 1.23× | -2.04× | ||
| Q1 25 | 1.11× | — | ||
| Q4 24 | 1.40× | 4.02× | ||
| Q3 24 | 1.72× | 32.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图