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SANFILIPPO JOHN B & SON INC（JBSS）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
SANFILIPPO JOHN B & SON INC的季度营收约是LiveRamp Holdings, Inc.的1.5倍（$314.8M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 5.7%，领先13.1%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 4.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs 7.6%）
John B. Sanfilippo & Son Inc.（股票代码JBSS）是美国领先的坚果零食加工分销商，主营树坚果、花生、果干及增值零食产品，为北美零售、餐饮及工业原料客户提供自有品牌和贴牌产品。
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。
JBSS vs RAMP — 直观对比
营收规模更大
JBSS
是对方的1.5倍
$212.2M
营收增速更快
RAMP
高出4.0%
4.6%
净利率更高
RAMP
高出13.1%
5.7%
两年增速更快
RAMP
近两年复合增速
7.6%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $314.8M | $212.2M |
| 净利润 | $18.0M | $39.9M |
| 毛利率 | 18.8% | 71.9% |
| 营业利润率 | 8.3% | 18.6% |
| 净利率 | 5.7% | 18.8% |
| 营收同比 | 4.6% | 8.6% |
| 净利润同比 | 32.1% | 255.7% |
| 每股收益（稀释后） | $1.53 | $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JBSSRAMP
| Q4 25 | $314.8M | $212.2M | ||
| Q3 25 | $298.7M | $199.8M | ||
| Q2 25 | $269.1M | $194.8M | ||
| Q1 25 | $260.9M | $188.7M | ||
| Q4 24 | $301.1M | $195.4M | ||
| Q3 24 | $276.2M | $185.5M | ||
| Q2 24 | $269.6M | $176.0M | ||
| Q1 24 | $271.9M | $171.9M |
净利润JBSSRAMP
| Q4 25 | $18.0M | $39.9M | ||
| Q3 25 | $18.7M | $27.4M | ||
| Q2 25 | $13.5M | $7.7M | ||
| Q1 25 | $20.2M | $-6.3M | ||
| Q4 24 | $13.6M | $11.2M | ||
| Q3 24 | $11.7M | $1.7M | ||
| Q2 24 | $10.0M | $-7.5M | ||
| Q1 24 | $13.5M | $-5.4M |
毛利率JBSSRAMP
| Q4 25 | 18.8% | 71.9% | ||
| Q3 25 | 18.1% | 70.2% | ||
| Q2 25 | 18.1% | 70.1% | ||
| Q1 25 | 21.4% | 69.3% | ||
| Q4 24 | 17.4% | 71.9% | ||
| Q3 24 | 16.9% | 72.4% | ||
| Q2 24 | 18.5% | 70.6% | ||
| Q1 24 | 18.1% | 72.2% |
营业利润率JBSSRAMP
| Q4 25 | 8.3% | 18.6% | ||
| Q3 25 | 9.0% | 10.7% | ||
| Q2 25 | 7.5% | 3.7% | ||
| Q1 25 | 10.8% | -6.1% | ||
| Q4 24 | 6.4% | 7.5% | ||
| Q3 24 | 6.2% | 4.0% | ||
| Q2 24 | 5.4% | -3.0% | ||
| Q1 24 | 6.7% | -8.3% |
净利率JBSSRAMP
| Q4 25 | 5.7% | 18.8% | ||
| Q3 25 | 6.3% | 13.7% | ||
| Q2 25 | 5.0% | 4.0% | ||
| Q1 25 | 7.7% | -3.3% | ||
| Q4 24 | 4.5% | 5.7% | ||
| Q3 24 | 4.2% | 0.9% | ||
| Q2 24 | 3.7% | -4.3% | ||
| Q1 24 | 5.0% | -3.1% |
每股收益（稀释后）JBSSRAMP
| Q4 25 | $1.53 | $0.62 | ||
| Q3 25 | $1.59 | $0.42 | ||
| Q2 25 | $1.15 | $0.12 | ||
| Q1 25 | $1.72 | $-0.10 | ||
| Q4 24 | $1.16 | $0.17 | ||
| Q3 24 | $1.00 | $0.03 | ||
| Q2 24 | $0.85 | $-0.11 | ||
| Q1 24 | $1.15 | $-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 | $2.4M | $403.4M |
| 总债务越低越好 | $28.8M | — |
| 股东权益账面价值 | $370.1M | $962.3M |
| 总资产 | $617.7M | $1.3B |
| 负债/权益比越低杠杆越低 | 0.08× | — |
8季度趋势，按日历期对齐
现金及短期投资JBSSRAMP
| Q4 25 | $2.4M | $403.4M | ||
| Q3 25 | $714.0K | $376.9M | ||
| Q2 25 | $585.0K | $371.1M | ||
| Q1 25 | $1.3M | $420.8M | ||
| Q4 24 | $336.0K | $384.3M | ||
| Q3 24 | $442.0K | $348.4M | ||
| Q2 24 | $484.0K | $342.7M | ||
| Q1 24 | $377.0K | $368.9M |
总债务JBSSRAMP
| Q4 25 | $28.8M | — | ||
| Q3 25 | $29.8M | — | ||
| Q2 25 | $14.6M | — | ||
| Q1 25 | $5.8M | — | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $6.4M | — | ||
| Q1 24 | $6.6M | — |
股东权益JBSSRAMP
| Q4 25 | $370.1M | $962.3M | ||
| Q3 25 | $362.8M | $943.8M | ||
| Q2 25 | $360.7M | $947.8M | ||
| Q1 25 | $346.6M | $948.9M | ||
| Q4 24 | $325.6M | $957.7M | ||
| Q3 24 | $310.8M | $932.1M | ||
| Q2 24 | $322.6M | $951.9M | ||
| Q1 24 | $321.8M | $949.1M |
总资产JBSSRAMP
| Q4 25 | $617.7M | $1.3B | ||
| Q3 25 | $598.7M | $1.2B | ||
| Q2 25 | $597.6M | $1.2B | ||
| Q1 25 | $590.0M | $1.3B | ||
| Q4 24 | $545.3M | $1.3B | ||
| Q3 24 | $519.4M | $1.2B | ||
| Q2 24 | $515.6M | $1.2B | ||
| Q1 24 | $491.9M | $1.2B |
负债/权益比JBSSRAMP
| Q4 25 | 0.08× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.02× | — | ||
| Q1 24 | 0.02× | — |
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 | $62.5M | — |
| 自由现金流经营现金流 - 资本支出 | $40.0M | — |
| 自由现金流率自由现金流/营收 | 12.7% | — |
| 资本支出强度资本支出/营收 | 7.1% | 0.1% |
| 现金转化率经营现金流/净利润 | 3.48× | — |
| 过去12个月自由现金流最近4个季度 | $32.8M | — |
8季度趋势，按日历期对齐
经营现金流JBSSRAMP
| Q4 25 | $62.5M | — | ||
| Q3 25 | $32.1M | $57.4M | ||
| Q2 25 | $36.5M | $-15.8M | ||
| Q1 25 | $-25.9M | — | ||
| Q4 24 | $11.0M | $45.1M | ||
| Q3 24 | $8.9M | $55.6M | ||
| Q2 24 | $35.2M | $-9.3M | ||
| Q1 24 | $5.3M | — |
自由现金流JBSSRAMP
| Q4 25 | $40.0M | — | ||
| Q3 25 | $7.3M | $56.8M | ||
| Q2 25 | $23.0M | $-16.2M | ||
| Q1 25 | $-37.6M | — | ||
| Q4 24 | $-2.7M | $44.8M | ||
| Q3 24 | $-3.0M | $55.4M | ||
| Q2 24 | $24.4M | $-9.6M | ||
| Q1 24 | $-1.3M | — |
自由现金流率JBSSRAMP
| Q4 25 | 12.7% | — | ||
| Q3 25 | 2.4% | 28.4% | ||
| Q2 25 | 8.6% | -8.3% | ||
| Q1 25 | -14.4% | — | ||
| Q4 24 | -0.9% | 22.9% | ||
| Q3 24 | -1.1% | 29.8% | ||
| Q2 24 | 9.0% | -5.4% | ||
| Q1 24 | -0.5% | — |
资本支出强度JBSSRAMP
| Q4 25 | 7.1% | 0.1% | ||
| Q3 25 | 8.3% | 0.3% | ||
| Q2 25 | 5.0% | 0.2% | ||
| Q1 25 | 4.5% | 0.2% | ||
| Q4 24 | 4.5% | 0.1% | ||
| Q3 24 | 4.3% | 0.1% | ||
| Q2 24 | 4.0% | 0.1% | ||
| Q1 24 | 2.4% | 1.0% |
现金转化率JBSSRAMP
| Q4 25 | 3.48× | — | ||
| Q3 25 | 1.72× | 2.09× | ||
| Q2 25 | 2.70× | -2.04× | ||
| Q1 25 | -1.29× | — | ||
| Q4 24 | 0.81× | 4.02× | ||
| Q3 24 | 0.77× | 32.10× | ||
| Q2 24 | 3.52× | — | ||
| Q1 24 | 0.39× | — |
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
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
RAMP
暂无分部数据
