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骏利亨德森（JBI）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
骏利亨德森的季度营收约是LiveRamp Holdings, Inc.的1.0倍（$219.3M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 6.9%，领先11.9%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs -4.7%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -8.8%）
骏利亨德森是一家英美合资的全球资产管理集团，总部位于英国伦敦市。旗下以骏利亨德森投资者为品牌，面向全球个人投资者、中介顾问及机构投资者提供丰富多样的金融产品。
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。
JBI vs RAMP — 直观对比
营收规模更大
JBI
是对方的1.0倍
$212.2M
营收增速更快
RAMP
高出13.3%
-4.7%
净利率更高
RAMP
高出11.9%
6.9%
两年增速更快
RAMP
近两年复合增速
-8.8%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.3M | $212.2M |
| 净利润 | $15.2M | $39.9M |
| 毛利率 | 39.1% | 71.9% |
| 营业利润率 | 13.4% | 18.6% |
| 净利率 | 6.9% | 18.8% |
| 营收同比 | -4.7% | 8.6% |
| 净利润同比 | 28.8% | 255.7% |
| 每股收益（稀释后） | $0.11 | $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JBIRAMP
| Q4 25 | — | $212.2M | ||
| Q3 25 | $219.3M | $199.8M | ||
| Q2 25 | $228.1M | $194.8M | ||
| Q1 25 | $210.5M | $188.7M | ||
| Q4 24 | $230.8M | $195.4M | ||
| Q3 24 | $230.1M | $185.5M | ||
| Q2 24 | $248.4M | $176.0M | ||
| Q1 24 | $254.5M | $171.9M |
净利润JBIRAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | $15.2M | $27.4M | ||
| Q2 25 | $20.7M | $7.7M | ||
| Q1 25 | $10.8M | $-6.3M | ||
| Q4 24 | $300.0K | $11.2M | ||
| Q3 24 | $11.8M | $1.7M | ||
| Q2 24 | $27.6M | $-7.5M | ||
| Q1 24 | $30.7M | $-5.4M |
毛利率JBIRAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | 39.1% | 70.2% | ||
| Q2 25 | 40.9% | 70.1% | ||
| Q1 25 | 38.9% | 69.3% | ||
| Q4 24 | 37.8% | 71.9% | ||
| Q3 24 | 39.6% | 72.4% | ||
| Q2 24 | 43.9% | 70.6% | ||
| Q1 24 | 43.4% | 72.2% |
营业利润率JBIRAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | 13.4% | 10.7% | ||
| Q2 25 | 15.8% | 3.7% | ||
| Q1 25 | 12.0% | -6.1% | ||
| Q4 24 | 5.5% | 7.5% | ||
| Q3 24 | 11.6% | 4.0% | ||
| Q2 24 | 20.8% | -3.0% | ||
| Q1 24 | 21.8% | -8.3% |
净利率JBIRAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | 6.9% | 13.7% | ||
| Q2 25 | 9.1% | 4.0% | ||
| Q1 25 | 5.1% | -3.3% | ||
| Q4 24 | 0.1% | 5.7% | ||
| Q3 24 | 5.1% | 0.9% | ||
| Q2 24 | 11.1% | -4.3% | ||
| Q1 24 | 12.1% | -3.1% |
每股收益（稀释后）JBIRAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | $0.11 | $0.42 | ||
| Q2 25 | $0.15 | $0.12 | ||
| Q1 25 | $0.08 | $-0.10 | ||
| Q4 24 | $0.01 | $0.17 | ||
| Q3 24 | $0.08 | $0.03 | ||
| Q2 24 | $0.19 | $-0.11 | ||
| Q1 24 | $0.21 | $-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 | — | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $560.8M | $962.3M |
| 总资产 | $1.3B | $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JBIRAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | — | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | $102.1M | $348.4M | ||
| Q2 24 | $110.1M | $342.7M | ||
| Q1 24 | — | $368.9M |
股东权益JBIRAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | $560.8M | $943.8M | ||
| Q2 25 | $543.8M | $947.8M | ||
| Q1 25 | $526.8M | $948.9M | ||
| Q4 24 | $518.8M | $957.7M | ||
| Q3 24 | $526.6M | $932.1M | ||
| Q2 24 | $556.3M | $951.9M | ||
| Q1 24 | $535.4M | $949.1M |
总资产JBIRAMP
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $1.2B | ||
| Q1 24 | $1.4B | $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 | $15.0M | — |
| 自由现金流经营现金流 - 资本支出 | $8.3M | — |
| 自由现金流率自由现金流/营收 | 3.8% | — |
| 资本支出强度资本支出/营收 | 3.1% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.99× | — |
| 过去12个月自由现金流最近4个季度 | $140.1M | — |
8季度趋势，按日历期对齐
经营现金流JBIRAMP
| Q4 25 | — | — | ||
| Q3 25 | $15.0M | $57.4M | ||
| Q2 25 | $51.4M | $-15.8M | ||
| Q1 25 | $48.3M | — | ||
| Q4 24 | $51.4M | $45.1M | ||
| Q3 24 | $43.0M | $55.6M | ||
| Q2 24 | $31.0M | $-9.3M | ||
| Q1 24 | $28.6M | — |
自由现金流JBIRAMP
| Q4 25 | — | — | ||
| Q3 25 | $8.3M | $56.8M | ||
| Q2 25 | $44.6M | $-16.2M | ||
| Q1 25 | $41.9M | — | ||
| Q4 24 | $45.3M | $44.8M | ||
| Q3 24 | $39.3M | $55.4M | ||
| Q2 24 | $25.3M | $-9.6M | ||
| Q1 24 | $24.0M | — |
自由现金流率JBIRAMP
| Q4 25 | — | — | ||
| Q3 25 | 3.8% | 28.4% | ||
| Q2 25 | 19.6% | -8.3% | ||
| Q1 25 | 19.9% | — | ||
| Q4 24 | 19.6% | 22.9% | ||
| Q3 24 | 17.1% | 29.8% | ||
| Q2 24 | 10.2% | -5.4% | ||
| Q1 24 | 9.4% | — |
资本支出强度JBIRAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | 3.1% | 0.3% | ||
| Q2 25 | 3.0% | 0.2% | ||
| Q1 25 | 3.0% | 0.2% | ||
| Q4 24 | 2.6% | 0.1% | ||
| Q3 24 | 1.6% | 0.1% | ||
| Q2 24 | 2.3% | 0.1% | ||
| Q1 24 | 1.8% | 1.0% |
现金转化率JBIRAMP
| Q4 25 | — | — | ||
| Q3 25 | 0.99× | 2.09× | ||
| Q2 25 | 2.48× | -2.04× | ||
| Q1 25 | 4.47× | — | ||
| Q4 24 | 171.33× | 4.02× | ||
| Q3 24 | 3.64× | 32.10× | ||
| Q2 24 | 1.12× | — | ||
| Q1 24 | 0.93× | — |
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
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
RAMP
暂无分部数据
