vs
IHS Holding Ltd（IHS）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
IHS Holding Ltd的季度营收约是LiveRamp Holdings, Inc.的1.2倍（$254.0M vs $212.2M），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 0.1%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -22.0%）
IHS Holding是全球规模领先的共享通信基础设施独立持有、运营及开发企业之一，也是全球第五大独立跨国通信铁塔企业，业务覆盖非洲与拉美地区，为当地通信网络部署提供关键的铁塔基础设施支持。
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。
IHS vs RAMP — 直观对比
营收规模更大
IHS
是对方的1.2倍
$212.2M
营收增速更快
RAMP
高出8.5%
0.1%
两年增速更快
RAMP
近两年复合增速
-22.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $254.0M | $212.2M |
| 净利润 | — | $39.9M |
| 毛利率 | 83.6% | 71.9% |
| 营业利润率 | — | 18.6% |
| 净利率 | — | 18.8% |
| 营收同比 | 0.1% | 8.6% |
| 净利润同比 | — | 255.7% |
| 每股收益（稀释后） | — | $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IHSRAMP
| Q4 25 | $254.0M | $212.2M | ||
| Q3 25 | $455.1M | $199.8M | ||
| Q2 25 | $433.3M | $194.8M | ||
| Q1 25 | $439.6M | $188.7M | ||
| Q4 24 | $253.8M | $195.4M | ||
| Q3 24 | $420.3M | $185.5M | ||
| Q2 24 | $435.4M | $176.0M | ||
| Q1 24 | $417.7M | $171.9M |
净利润IHSRAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | $147.4M | $27.4M | ||
| Q2 25 | $32.3M | $7.7M | ||
| Q1 25 | $30.7M | $-6.3M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | $-205.7M | $1.7M | ||
| Q2 24 | $-124.3M | $-7.5M | ||
| Q1 24 | $-1.6B | $-5.4M |
毛利率IHSRAMP
| Q4 25 | 83.6% | 71.9% | ||
| Q3 25 | 47.5% | 70.2% | ||
| Q2 25 | 51.3% | 70.1% | ||
| Q1 25 | 51.4% | 69.3% | ||
| Q4 24 | 72.1% | 71.9% | ||
| Q3 24 | 52.0% | 72.4% | ||
| Q2 24 | 52.5% | 70.6% | ||
| Q1 24 | 39.1% | 72.2% |
营业利润率IHSRAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | 35.1% | 10.7% | ||
| Q2 25 | 33.8% | 3.7% | ||
| Q1 25 | 37.1% | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 29.9% | 4.0% | ||
| Q2 24 | 34.0% | -3.0% | ||
| Q1 24 | -1.7% | -8.3% |
净利率IHSRAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | 32.4% | 13.7% | ||
| Q2 25 | 7.5% | 4.0% | ||
| Q1 25 | 7.0% | -3.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | -48.9% | 0.9% | ||
| Q2 24 | -28.5% | -4.3% | ||
| Q1 24 | -372.8% | -3.1% |
每股收益（稀释后）IHSRAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | $0.44 | $0.42 | ||
| Q2 25 | $0.10 | $0.12 | ||
| Q1 25 | $0.10 | $-0.10 | ||
| Q4 24 | — | $0.17 | ||
| Q3 24 | $-0.61 | $0.03 | ||
| Q2 24 | $-0.36 | $-0.11 | ||
| Q1 24 | $-4.67 | $-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 | $825.7M | $403.4M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $-89.8M | $962.3M |
| 总资产 | $4.5B | $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IHSRAMP
| Q4 25 | $825.7M | $403.4M | ||
| Q3 25 | $647.6M | $376.9M | ||
| Q2 25 | $531.8M | $371.1M | ||
| Q1 25 | $629.0M | $420.8M | ||
| Q4 24 | $578.0M | $384.3M | ||
| Q3 24 | $397.5M | $348.4M | ||
| Q2 24 | $445.7M | $342.7M | ||
| Q1 24 | $333.2M | $368.9M |
总债务IHSRAMP
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.5B | — |
股东权益IHSRAMP
| Q4 25 | $-89.8M | $962.3M | ||
| Q3 25 | $38.1M | $943.8M | ||
| Q2 25 | $-98.4M | $947.8M | ||
| Q1 25 | $-184.4M | $948.9M | ||
| Q4 24 | $-314.4M | $957.7M | ||
| Q3 24 | $-284.7M | $932.1M | ||
| Q2 24 | $-308.3M | $951.9M | ||
| Q1 24 | $-163.2M | $949.1M |
总资产IHSRAMP
| Q4 25 | $4.5B | $1.3B | ||
| Q3 25 | $4.7B | $1.2B | ||
| Q2 25 | $4.5B | $1.2B | ||
| Q1 25 | $4.4B | $1.3B | ||
| Q4 24 | $4.2B | $1.3B | ||
| Q3 24 | $4.6B | $1.2B | ||
| Q2 24 | $4.5B | $1.2B | ||
| Q1 24 | $4.6B | $1.2B |
负债/权益比IHSRAMP
| Q4 25 | — | — | ||
| Q3 25 | 85.85× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $246.9M | — |
| 自由现金流经营现金流 - 资本支出 | $178.6M | — |
| 自由现金流率自由现金流/营收 | 70.3% | — |
| 资本支出强度资本支出/营收 | 26.9% | 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 | $718.7M | — |
8季度趋势，按日历期对齐
经营现金流IHSRAMP
| Q4 25 | $246.9M | — | ||
| Q3 25 | $251.3M | $57.4M | ||
| Q2 25 | $237.7M | $-15.8M | ||
| Q1 25 | $200.3M | — | ||
| Q4 24 | $344.4M | $45.1M | ||
| Q3 24 | $174.5M | $55.6M | ||
| Q2 24 | $134.7M | $-9.3M | ||
| Q1 24 | $75.8M | — |
自由现金流IHSRAMP
| Q4 25 | $178.6M | — | ||
| Q3 25 | $189.2M | $56.8M | ||
| Q2 25 | $197.7M | $-16.2M | ||
| Q1 25 | $153.2M | — | ||
| Q4 24 | $282.9M | $44.8M | ||
| Q3 24 | $122.3M | $55.4M | ||
| Q2 24 | $74.2M | $-9.6M | ||
| Q1 24 | $14.8M | — |
自由现金流率IHSRAMP
| Q4 25 | 70.3% | — | ||
| Q3 25 | 41.6% | 28.4% | ||
| Q2 25 | 45.6% | -8.3% | ||
| Q1 25 | 34.8% | — | ||
| Q4 24 | 111.5% | 22.9% | ||
| Q3 24 | 29.1% | 29.8% | ||
| Q2 24 | 17.0% | -5.4% | ||
| Q1 24 | 3.5% | — |
资本支出强度IHSRAMP
| Q4 25 | 26.9% | 0.1% | ||
| Q3 25 | 13.6% | 0.3% | ||
| Q2 25 | 9.2% | 0.2% | ||
| Q1 25 | 10.7% | 0.2% | ||
| Q4 24 | 24.2% | 0.1% | ||
| Q3 24 | 12.4% | 0.1% | ||
| Q2 24 | 13.9% | 0.1% | ||
| Q1 24 | 14.6% | 1.0% |
现金转化率IHSRAMP
| Q4 25 | — | — | ||
| Q3 25 | 1.70× | 2.09× | ||
| Q2 25 | 7.36× | -2.04× | ||
| Q1 25 | 6.52× | — | ||
| 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
