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IMMERSION CORP(IMMR)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
IMMERSION CORP的季度营收约是LiveRamp Holdings, Inc.的1.8倍($372.9M vs $212.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs -4.6%,领先23.4%),IMMERSION CORP同比增速更快(750.4% vs 8.6%),过去两年IMMERSION CORP的营收复合增速更高(537.9% vs 11.1%)
Immersion Corporation总部位于佛罗里达州阿文图拉,主要研发并授权触觉反馈技术(即触感技术)。公司由路易斯·罗森伯格于1993年创立,目前由律师弗朗西斯·何塞掌管,他同时担任首席执行官与总法律顾问一职。
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。
IMMR vs RAMP — 直观对比
营收规模更大
IMMR
是对方的1.8倍
$212.2M
营收增速更快
IMMR
高出741.8%
8.6%
净利率更高
RAMP
高出23.4%
-4.6%
两年增速更快
IMMR
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $372.9M | $212.2M |
| 净利润 | $-17.0M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | -2.8% | 18.6% |
| 净利率 | -4.6% | 18.8% |
| 营收同比 | 750.4% | 8.6% |
| 净利润同比 | -191.3% | 255.7% |
| 每股收益(稀释后) | $-0.57 | $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
IMMR
RAMP
| Q4 25 | — | $212.2M | ||
| Q3 25 | — | $199.8M | ||
| Q2 25 | $372.9M | $194.8M | ||
| Q1 25 | $471.3M | $188.7M | ||
| Q4 24 | $616.2M | $195.4M | ||
| Q3 24 | — | $185.5M | ||
| Q2 24 | $95.5M | $176.0M | ||
| Q1 24 | $43.8M | $171.9M |
净利润
IMMR
RAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | — | $27.4M | ||
| Q2 25 | $-17.0M | $7.7M | ||
| Q1 25 | $24.1M | $-6.3M | ||
| Q4 24 | $30.8M | $11.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | $26.4M | $-7.5M | ||
| Q1 24 | $18.7M | $-5.4M |
毛利率
IMMR
RAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率
IMMR
RAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | -2.8% | 3.7% | ||
| Q1 25 | 7.5% | -6.1% | ||
| Q4 24 | 11.4% | 7.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | 23.7% | -3.0% | ||
| Q1 24 | 37.9% | -8.3% |
净利率
IMMR
RAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | -4.6% | 4.0% | ||
| Q1 25 | 5.1% | -3.3% | ||
| Q4 24 | 5.0% | 5.7% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | 27.7% | -4.3% | ||
| Q1 24 | 42.5% | -3.1% |
每股收益(稀释后)
IMMR
RAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | — | $0.42 | ||
| Q2 25 | $-0.57 | $0.12 | ||
| Q1 25 | $0.73 | $-0.10 | ||
| Q4 24 | $0.93 | $0.17 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | $0.81 | $-0.11 | ||
| Q1 24 | $0.59 | $-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 | $161.4M | $403.4M |
| 总债务越低越好 | $103.1M | — |
| 股东权益账面价值 | $298.1M | $962.3M |
| 总资产 | $1.1B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.35× | — |
8季度趋势,按日历期对齐
现金及短期投资
IMMR
RAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | $161.4M | $371.1M | ||
| Q1 25 | $153.9M | $420.8M | ||
| Q4 24 | $159.3M | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | $133.4M | $342.7M | ||
| Q1 24 | $179.1M | $368.9M |
总债务
IMMR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
IMMR
RAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | $298.1M | $947.8M | ||
| Q1 25 | $317.9M | $948.9M | ||
| Q4 24 | $305.5M | $957.7M | ||
| Q3 24 | — | $932.1M | ||
| Q2 24 | $273.4M | $951.9M | ||
| Q1 24 | $201.5M | $949.1M |
总资产
IMMR
RAMP
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $244.7M | $1.2B |
负债/权益比
IMMR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
业务分部营收拆解
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
RAMP
暂无分部数据