vs
null(JACK)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
null的季度营收约是LiveRamp Holdings, Inc.的1.6倍($349.5M vs $212.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs -0.7%,领先19.5%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs -25.5%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs -18.6%)
杰克盒子是源自美国的连锁快餐品牌,1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立,总部也设于此。品牌目前拥有超过2200家门店,业务主要覆盖美国西海岸,在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌,后该品牌被阿波罗全球管理收购。
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。
JACK vs RAMP — 直观对比
营收规模更大
JACK
是对方的1.6倍
$212.2M
营收增速更快
RAMP
高出34.1%
-25.5%
净利率更高
RAMP
高出19.5%
-0.7%
两年增速更快
RAMP
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $349.5M | $212.2M |
| 净利润 | $-2.5M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 13.3% | 18.6% |
| 净利率 | -0.7% | 18.8% |
| 营收同比 | -25.5% | 8.6% |
| 净利润同比 | -107.3% | 255.7% |
| 每股收益(稀释后) | $-0.13 | $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
JACK
RAMP
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $212.2M | ||
| Q3 25 | — | $199.8M | ||
| Q2 25 | $336.7M | $194.8M | ||
| Q1 25 | $371.1M | $188.7M | ||
| Q4 24 | — | $195.4M | ||
| Q3 24 | — | $185.5M | ||
| Q2 24 | $365.3M | $176.0M |
净利润
JACK
RAMP
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $39.9M | ||
| Q3 25 | — | $27.4M | ||
| Q2 25 | $-142.2M | $7.7M | ||
| Q1 25 | $33.7M | $-6.3M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | $25.0M | $-7.5M |
毛利率
JACK
RAMP
| Q1 26 | — | — | ||
| 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% |
营业利润率
JACK
RAMP
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | -46.7% | 3.7% | ||
| Q1 25 | 19.0% | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | 14.8% | -3.0% |
净利率
JACK
RAMP
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | -42.2% | 4.0% | ||
| Q1 25 | 9.1% | -3.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | 6.8% | -4.3% |
每股收益(稀释后)
JACK
RAMP
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $0.62 | ||
| Q3 25 | — | $0.42 | ||
| Q2 25 | $-7.47 | $0.12 | ||
| Q1 25 | $1.75 | $-0.10 | ||
| Q4 24 | — | $0.17 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | $1.26 | $-0.11 |
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 | — | $403.4M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $962.3M |
| 总资产 | $2.0B | $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
JACK
RAMP
| Q1 26 | — | — | ||
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | — | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | — | $342.7M |
总债务
JACK
RAMP
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益
JACK
RAMP
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | $-976.2M | $947.8M | ||
| Q1 25 | $-827.1M | $948.9M | ||
| Q4 24 | — | $957.7M | ||
| Q3 24 | — | $932.1M | ||
| Q2 24 | $-702.6M | $951.9M |
总资产
JACK
RAMP
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.6B | $1.2B | ||
| Q1 25 | $2.8B | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $2.9B | $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 | $30.5M | — |
| 自由现金流经营现金流 - 资本支出 | $7.3M | — |
| 自由现金流率自由现金流/营收 | 2.1% | — |
| 资本支出强度资本支出/营收 | 6.6% | 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 | $34.8M | — |
8季度趋势,按日历期对齐
经营现金流
JACK
RAMP
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $57.4M | ||
| Q2 25 | $-36.8M | $-15.8M | ||
| Q1 25 | $105.7M | — | ||
| Q4 24 | — | $45.1M | ||
| Q3 24 | — | $55.6M | ||
| Q2 24 | $16.7M | $-9.3M |
自由现金流
JACK
RAMP
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | $-63.2M | $-16.2M | ||
| Q1 25 | $84.4M | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | $6.4M | $-9.6M |
自由现金流率
JACK
RAMP
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | -18.8% | -8.3% | ||
| Q1 25 | 22.7% | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | 1.8% | -5.4% |
资本支出强度
JACK
RAMP
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | 7.9% | 0.2% | ||
| Q1 25 | 5.7% | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | 2.8% | 0.1% |
现金转化率
JACK
RAMP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | 0.67× | — |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
RAMP
暂无分部数据