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IMAX(IMAX)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IMAX的1.7倍($212.2M vs $125.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 0.5%,领先18.3%),IMAX同比增速更快(35.1% vs 8.6%),过去两年IMAX的营收复合增速更高(25.8% vs 11.1%)
IMAX公司是加拿大的影视放映技术企业,1967年创立于蒙特利尔,总部位于多伦多地区,在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造,同时面向全球合作影院提供影片开发、制作、后期及发行服务,是沉浸式观影技术领域的领先企业。
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。
IMAX vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.7倍
$125.2M
营收增速更快
IMAX
高出26.5%
8.6%
净利率更高
RAMP
高出18.3%
0.5%
两年增速更快
IMAX
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $125.2M | $212.2M |
| 净利润 | $637.0K | $39.9M |
| 毛利率 | 57.6% | 71.9% |
| 营业利润率 | 19.3% | 18.6% |
| 净利率 | 0.5% | 18.8% |
| 营收同比 | 35.1% | 8.6% |
| 净利润同比 | -88.0% | 255.7% |
| 每股收益(稀释后) | $0.02 | $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
IMAX
RAMP
| Q4 25 | $125.2M | $212.2M | ||
| Q3 25 | $106.7M | $199.8M | ||
| Q2 25 | $91.7M | $194.8M | ||
| Q1 25 | $86.7M | $188.7M | ||
| Q4 24 | $92.7M | $195.4M | ||
| Q3 24 | $91.5M | $185.5M | ||
| Q2 24 | $89.0M | $176.0M | ||
| Q1 24 | $79.1M | $171.9M |
净利润
IMAX
RAMP
| Q4 25 | $637.0K | $39.9M | ||
| Q3 25 | $20.7M | $27.4M | ||
| Q2 25 | $11.3M | $7.7M | ||
| Q1 25 | $2.3M | $-6.3M | ||
| Q4 24 | $5.3M | $11.2M | ||
| Q3 24 | $13.9M | $1.7M | ||
| Q2 24 | $3.6M | $-7.5M | ||
| Q1 24 | $3.3M | $-5.4M |
毛利率
IMAX
RAMP
| Q4 25 | 57.6% | 71.9% | ||
| Q3 25 | 63.1% | 70.2% | ||
| Q2 25 | 58.5% | 70.1% | ||
| Q1 25 | 61.4% | 69.3% | ||
| Q4 24 | 52.2% | 71.9% | ||
| Q3 24 | 55.8% | 72.4% | ||
| Q2 24 | 49.4% | 70.6% | ||
| Q1 24 | 59.3% | 72.2% |
营业利润率
IMAX
RAMP
| Q4 25 | 19.3% | 18.6% | ||
| Q3 25 | 27.2% | 10.7% | ||
| Q2 25 | 15.6% | 3.7% | ||
| Q1 25 | 19.3% | -6.1% | ||
| Q4 24 | 10.3% | 7.5% | ||
| Q3 24 | 21.2% | 4.0% | ||
| Q2 24 | 3.2% | -3.0% | ||
| Q1 24 | 15.3% | -8.3% |
净利率
IMAX
RAMP
| Q4 25 | 0.5% | 18.8% | ||
| Q3 25 | 19.4% | 13.7% | ||
| Q2 25 | 12.3% | 4.0% | ||
| Q1 25 | 2.7% | -3.3% | ||
| Q4 24 | 5.7% | 5.7% | ||
| Q3 24 | 15.2% | 0.9% | ||
| Q2 24 | 4.0% | -4.3% | ||
| Q1 24 | 4.1% | -3.1% |
每股收益(稀释后)
IMAX
RAMP
| Q4 25 | $0.02 | $0.62 | ||
| Q3 25 | $0.37 | $0.42 | ||
| Q2 25 | $0.20 | $0.12 | ||
| Q1 25 | $0.04 | $-0.10 | ||
| Q4 24 | $0.09 | $0.17 | ||
| Q3 24 | $0.26 | $0.03 | ||
| Q2 24 | $0.07 | $-0.11 | ||
| Q1 24 | $0.06 | $-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 | $151.2M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $337.9M | $962.3M |
| 总资产 | $894.0M | $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
IMAX
RAMP
| Q4 25 | $151.2M | $403.4M | ||
| Q3 25 | $143.1M | $376.9M | ||
| Q2 25 | $109.3M | $371.1M | ||
| Q1 25 | $97.1M | $420.8M | ||
| Q4 24 | $100.6M | $384.3M | ||
| Q3 24 | $104.5M | $348.4M | ||
| Q2 24 | $91.6M | $342.7M | ||
| Q1 24 | $81.0M | $368.9M |
股东权益
IMAX
RAMP
| Q4 25 | $337.9M | $962.3M | ||
| Q3 25 | $349.5M | $943.8M | ||
| Q2 25 | $320.4M | $947.8M | ||
| Q1 25 | $299.5M | $948.9M | ||
| Q4 24 | $299.5M | $957.7M | ||
| Q3 24 | $289.4M | $932.1M | ||
| Q2 24 | $267.2M | $951.9M | ||
| Q1 24 | $258.8M | $949.1M |
总资产
IMAX
RAMP
| Q4 25 | $894.0M | $1.3B | ||
| Q3 25 | $889.6M | $1.2B | ||
| Q2 25 | $868.6M | $1.2B | ||
| Q1 25 | $848.3M | $1.3B | ||
| Q4 24 | $830.4M | $1.3B | ||
| Q3 24 | $847.6M | $1.2B | ||
| Q2 24 | $827.4M | $1.2B | ||
| Q1 24 | $824.1M | $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 | $29.4M | — |
| 自由现金流经营现金流 - 资本支出 | $28.0M | — |
| 自由现金流率自由现金流/营收 | 22.3% | — |
| 资本支出强度资本支出/营收 | 1.1% | 0.1% |
| 现金转化率经营现金流/净利润 | 46.11× | — |
| 过去12个月自由现金流最近4个季度 | $118.9M | — |
8季度趋势,按日历期对齐
经营现金流
IMAX
RAMP
| Q4 25 | $29.4M | — | ||
| Q3 25 | $67.5M | $57.4M | ||
| Q2 25 | $23.2M | $-15.8M | ||
| Q1 25 | $7.0M | — | ||
| Q4 24 | $11.5M | $45.1M | ||
| Q3 24 | $35.3M | $55.6M | ||
| Q2 24 | $35.0M | $-9.3M | ||
| Q1 24 | $-11.0M | — |
自由现金流
IMAX
RAMP
| Q4 25 | $28.0M | — | ||
| Q3 25 | $64.8M | $56.8M | ||
| Q2 25 | $20.9M | $-16.2M | ||
| Q1 25 | $5.3M | — | ||
| Q4 24 | $6.9M | $44.8M | ||
| Q3 24 | $34.2M | $55.4M | ||
| Q2 24 | $33.5M | $-9.6M | ||
| Q1 24 | $-12.1M | — |
自由现金流率
IMAX
RAMP
| Q4 25 | 22.3% | — | ||
| Q3 25 | 60.7% | 28.4% | ||
| Q2 25 | 22.8% | -8.3% | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 7.4% | 22.9% | ||
| Q3 24 | 37.3% | 29.8% | ||
| Q2 24 | 37.6% | -5.4% | ||
| Q1 24 | -15.3% | — |
资本支出强度
IMAX
RAMP
| Q4 25 | 1.1% | 0.1% | ||
| Q3 25 | 2.6% | 0.3% | ||
| Q2 25 | 2.6% | 0.2% | ||
| Q1 25 | 1.9% | 0.2% | ||
| Q4 24 | 5.0% | 0.1% | ||
| Q3 24 | 1.2% | 0.1% | ||
| Q2 24 | 1.8% | 0.1% | ||
| Q1 24 | 1.4% | 1.0% |
现金转化率
IMAX
RAMP
| Q4 25 | 46.11× | — | ||
| Q3 25 | 3.27× | 2.09× | ||
| Q2 25 | 2.06× | -2.04× | ||
| Q1 25 | 2.99× | — | ||
| Q4 24 | 2.16× | 4.02× | ||
| Q3 24 | 2.54× | 32.10× | ||
| Q2 24 | 9.78× | — | ||
| Q1 24 | -3.35× | — |
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
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
RAMP
暂无分部数据