vs
IREN Ltd（IREN）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IREN Ltd的1.1倍（$212.2M vs $184.7M），LiveRamp Holdings, Inc.净利率更高（18.8% vs -84.1%，领先102.9%），IREN Ltd同比增速更快（59.0% vs 8.6%）
IREN Ltd是一家垂直整合的数据中心企业，依托可再生能源为比特币、人工智能等前沿领域发展提供算力支撑，旗下设施策略性布局于美国及加拿大境内可再生能源丰富、光纤网络完善的区域。
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。
IREN vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.1倍
$184.7M
营收增速更快
IREN
高出50.4%
8.6%
净利率更高
RAMP
高出102.9%
-84.1%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $184.7M | $212.2M |
| 净利润 | $-155.4M | $39.9M |
| 毛利率 | 64.4% | 71.9% |
| 营业利润率 | -63.0% | 18.6% |
| 净利率 | -84.1% | 18.8% |
| 营收同比 | 59.0% | 8.6% |
| 净利润同比 | -610.0% | 255.7% |
| 每股收益（稀释后） | $-0.52 | $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IRENRAMP
| Q4 25 | $184.7M | $212.2M | ||
| Q3 25 | $240.3M | $199.8M | ||
| Q2 25 | — | $194.8M | ||
| Q1 25 | — | $188.7M | ||
| Q4 24 | $116.1M | $195.4M | ||
| Q3 24 | $52.8M | $185.5M | ||
| Q2 24 | — | $176.0M | ||
| Q1 24 | $54.3M | $171.9M |
净利润IRENRAMP
| Q4 25 | $-155.4M | $39.9M | ||
| Q3 25 | $384.6M | $27.4M | ||
| Q2 25 | — | $7.7M | ||
| Q1 25 | — | $-6.3M | ||
| Q4 24 | $-21.9M | $11.2M | ||
| Q3 24 | $-51.7M | $1.7M | ||
| Q2 24 | — | $-7.5M | ||
| Q1 24 | $8.6M | $-5.4M |
毛利率IRENRAMP
| Q4 25 | 64.4% | 71.9% | ||
| Q3 25 | 66.4% | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | 72.2% | 71.9% | ||
| Q3 24 | 39.6% | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率IRENRAMP
| Q4 25 | -63.0% | 18.6% | ||
| Q3 25 | -31.8% | 10.7% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | 14.9% | 7.5% | ||
| Q3 24 | -89.2% | 4.0% | ||
| Q2 24 | — | -3.0% | ||
| Q1 24 | 11.1% | -8.3% |
净利率IRENRAMP
| Q4 25 | -84.1% | 18.8% | ||
| Q3 25 | 160.1% | 13.7% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | -3.3% | ||
| Q4 24 | -18.8% | 5.7% | ||
| Q3 24 | -98.0% | 0.9% | ||
| Q2 24 | — | -4.3% | ||
| Q1 24 | 15.9% | -3.1% |
每股收益（稀释后）IRENRAMP
| Q4 25 | $-0.52 | $0.62 | ||
| Q3 25 | $1.08 | $0.42 | ||
| Q2 25 | — | $0.12 | ||
| Q1 25 | — | $-0.10 | ||
| Q4 24 | $-0.10 | $0.17 | ||
| Q3 24 | $-0.27 | $0.03 | ||
| Q2 24 | — | $-0.11 | ||
| Q1 24 | $0.00 | $-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 | $3.3B | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.5B | $962.3M |
| 总资产 | $7.0B | $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IRENRAMP
| Q4 25 | $3.3B | $403.4M | ||
| Q3 25 | $1.0B | $376.9M | ||
| Q2 25 | — | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | $427.3M | $384.3M | ||
| Q3 24 | $98.6M | $348.4M | ||
| Q2 24 | — | $342.7M | ||
| Q1 24 | $259.7M | $368.9M |
股东权益IRENRAMP
| Q4 25 | $2.5B | $962.3M | ||
| Q3 25 | $2.9B | $943.8M | ||
| Q2 25 | — | $947.8M | ||
| Q1 25 | — | $948.9M | ||
| Q4 24 | $1.2B | $957.7M | ||
| Q3 24 | $1.1B | $932.1M | ||
| Q2 24 | — | $951.9M | ||
| Q1 24 | $677.2M | $949.1M |
总资产IRENRAMP
| Q4 25 | $7.0B | $1.3B | ||
| Q3 25 | $4.3B | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | $723.6M | $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 | $71.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-468.0M | — |
| 自由现金流率自由现金流/营收 | -253.4% | — |
| 资本支出强度资本支出/营收 | 292.2% | 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 | $-701.2M | — |
8季度趋势，按日历期对齐
经营现金流IRENRAMP
| Q4 25 | $71.7M | — | ||
| Q3 25 | $142.4M | $57.4M | ||
| Q2 25 | — | $-15.8M | ||
| Q1 25 | — | — | ||
| Q4 24 | $53.6M | $45.1M | ||
| Q3 24 | $-3.9M | $55.6M | ||
| Q2 24 | — | $-9.3M | ||
| Q1 24 | $-27.1M | — |
自由现金流IRENRAMP
| Q4 25 | $-468.0M | — | ||
| Q3 25 | $-38.0M | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | $-85.5M | $44.8M | ||
| Q3 24 | $-109.7M | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | $-108.3M | — |
自由现金流率IRENRAMP
| Q4 25 | -253.4% | — | ||
| Q3 25 | -15.8% | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | -73.6% | 22.9% | ||
| Q3 24 | -208.0% | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | -199.4% | — |
资本支出强度IRENRAMP
| Q4 25 | 292.2% | 0.1% | ||
| Q3 25 | 75.0% | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 119.7% | 0.1% | ||
| Q3 24 | 200.6% | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | 149.5% | 1.0% |
现金转化率IRENRAMP
| Q4 25 | — | — | ||
| Q3 25 | 0.37× | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | -3.13× | — |
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
IREN
| Bitcoin Mining Revenue | $167.4M | 91% |
| AI Cloud Services | $17.3M | 9% |
RAMP
暂无分部数据
