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楼氏电子(KN)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.的季度营收约是楼氏电子的1.4倍($212.2M vs $153.1M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 6.3%,领先12.5%),楼氏电子同比增速更快(22.7% vs 8.6%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs -13.5%)
楼氏电子是全球领先的微声学、音频处理及精密元件解决方案供应商,产品涵盖MEMS麦克风、平衡电枢扬声器、助听器组件、边缘音频处理芯片等,服务消费电子、汽车、医疗科技、工业等核心领域的全球客户。
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。
KN vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.4倍
$153.1M
营收增速更快
KN
高出14.1%
8.6%
净利率更高
RAMP
高出12.5%
6.3%
两年增速更快
RAMP
近两年复合增速
-13.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $153.1M | $212.2M |
| 净利润 | $9.7M | $39.9M |
| 毛利率 | 43.8% | 71.9% |
| 营业利润率 | 10.4% | 18.6% |
| 净利率 | 6.3% | 18.8% |
| 营收同比 | 22.7% | 8.6% |
| 净利润同比 | 585.0% | 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
KN
RAMP
| Q1 26 | $153.1M | — | ||
| Q4 25 | $162.2M | $212.2M | ||
| Q3 25 | $152.9M | $199.8M | ||
| Q2 25 | $145.9M | $194.8M | ||
| Q1 25 | $132.2M | $188.7M | ||
| Q4 24 | $142.5M | $195.4M | ||
| Q3 24 | $142.5M | $185.5M | ||
| Q2 24 | $204.7M | $176.0M |
净利润
KN
RAMP
| Q1 26 | $9.7M | — | ||
| Q4 25 | $21.0M | $39.9M | ||
| Q3 25 | $17.4M | $27.4M | ||
| Q2 25 | $7.8M | $7.7M | ||
| Q1 25 | $-2.0M | $-6.3M | ||
| Q4 24 | $18.5M | $11.2M | ||
| Q3 24 | $500.0K | $1.7M | ||
| Q2 24 | $-259.3M | $-7.5M |
毛利率
KN
RAMP
| Q1 26 | 43.8% | — | ||
| Q4 25 | 44.7% | 71.9% | ||
| Q3 25 | 45.7% | 70.2% | ||
| Q2 25 | 41.5% | 70.1% | ||
| Q1 25 | 40.3% | 69.3% | ||
| Q4 24 | 42.7% | 71.9% | ||
| Q3 24 | 44.1% | 72.4% | ||
| Q2 24 | 28.2% | 70.6% |
营业利润率
KN
RAMP
| Q1 26 | 10.4% | — | ||
| Q4 25 | 15.9% | 18.6% | ||
| Q3 25 | 16.9% | 10.7% | ||
| Q2 25 | 10.1% | 3.7% | ||
| Q1 25 | 3.0% | -6.1% | ||
| Q4 24 | 10.8% | 7.5% | ||
| Q3 24 | 13.1% | 4.0% | ||
| Q2 24 | 6.2% | -3.0% |
净利率
KN
RAMP
| Q1 26 | 6.3% | — | ||
| Q4 25 | 12.9% | 18.8% | ||
| Q3 25 | 11.4% | 13.7% | ||
| Q2 25 | 5.3% | 4.0% | ||
| Q1 25 | -1.5% | -3.3% | ||
| Q4 24 | 13.0% | 5.7% | ||
| Q3 24 | 0.4% | 0.9% | ||
| Q2 24 | -126.7% | -4.3% |
每股收益(稀释后)
KN
RAMP
| Q1 26 | $0.13 | — | ||
| Q4 25 | $0.23 | $0.62 | ||
| Q3 25 | $0.20 | $0.42 | ||
| Q2 25 | $0.09 | $0.12 | ||
| Q1 25 | $-0.02 | $-0.10 | ||
| Q4 24 | $0.20 | $0.17 | ||
| Q3 24 | $0.01 | $0.03 | ||
| Q2 24 | $-2.88 | $-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 | $41.0M | $403.4M |
| 总债务越低越好 | $131.0M | — |
| 股东权益账面价值 | $780.2M | $962.3M |
| 总资产 | $1.1B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势,按日历期对齐
现金及短期投资
KN
RAMP
| Q1 26 | $41.0M | — | ||
| Q4 25 | $54.2M | $403.4M | ||
| Q3 25 | $92.5M | $376.9M | ||
| Q2 25 | $103.2M | $371.1M | ||
| Q1 25 | $101.9M | $420.8M | ||
| Q4 24 | $130.1M | $384.3M | ||
| Q3 24 | $92.6M | $348.4M | ||
| Q2 24 | $84.0M | $342.7M |
总债务
KN
RAMP
| Q1 26 | $131.0M | — | ||
| Q4 25 | $114.0M | — | ||
| Q3 25 | $176.3M | — | ||
| Q2 25 | $190.0M | — | ||
| Q1 25 | $188.8M | — | ||
| Q4 24 | $202.5M | — | ||
| Q3 24 | $225.0M | — | ||
| Q2 24 | $261.2M | — |
股东权益
KN
RAMP
| Q1 26 | $780.2M | — | ||
| Q4 25 | $775.8M | $962.3M | ||
| Q3 25 | $751.8M | $943.8M | ||
| Q2 25 | $746.1M | $947.8M | ||
| Q1 25 | $755.8M | $948.9M | ||
| Q4 24 | $756.0M | $957.7M | ||
| Q3 24 | $777.4M | $932.1M | ||
| Q2 24 | $753.0M | $951.9M |
总资产
KN
RAMP
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B |
负债/权益比
KN
RAMP
| Q1 26 | 0.17× | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.27× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.35× | — |
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 | $0 | — |
| 自由现金流经营现金流 - 资本支出 | $-3.1M | — |
| 自由现金流率自由现金流/营收 | -2.0% | — |
| 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 | 0.00× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
KN
RAMP
| Q1 26 | $0 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $29.1M | $57.4M | ||
| Q2 25 | $36.4M | $-15.8M | ||
| Q1 25 | $1.3M | — | ||
| Q4 24 | — | $45.1M | ||
| Q3 24 | $52.8M | $55.6M | ||
| Q2 24 | $24.9M | $-9.3M |
自由现金流
KN
RAMP
| Q1 26 | $-3.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $21.4M | $56.8M | ||
| Q2 25 | $31.3M | $-16.2M | ||
| Q1 25 | $-2.7M | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | $49.1M | $55.4M | ||
| Q2 24 | $21.7M | $-9.6M |
自由现金流率
KN
RAMP
| Q1 26 | -2.0% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.0% | 28.4% | ||
| Q2 25 | 21.5% | -8.3% | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | 34.5% | 29.8% | ||
| Q2 24 | 10.6% | -5.4% |
资本支出强度
KN
RAMP
| Q1 26 | 7.1% | — | ||
| Q4 25 | 9.4% | 0.1% | ||
| Q3 25 | 5.0% | 0.3% | ||
| Q2 25 | 3.5% | 0.2% | ||
| Q1 25 | 3.0% | 0.2% | ||
| Q4 24 | 2.3% | 0.1% | ||
| Q3 24 | 2.6% | 0.1% | ||
| Q2 24 | 1.6% | 0.1% |
现金转化率
KN
RAMP
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.67× | 2.09× | ||
| Q2 25 | 4.67× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | 105.60× | 32.10× | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图