vs
Leslie's, Inc.（LESL）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Leslie's, Inc.的1.4倍（$212.2M vs $147.1M），LiveRamp Holdings, Inc.净利率更高（18.8% vs -56.4%，领先75.2%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs -16.0%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -11.7%）
莱斯利公司（Leslie's, Inc.）主营游泳池相关用品零售，旗下运营莱斯利游泳池用品品牌，是全球规模最大的游泳池用品零售商。公司总部坐落于美国亚利桑那州凤凰城，在亚利桑那、加利福尼亚、佛罗里达、佐治亚及得克萨斯等州拥有极强的零售布局优势。
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。
LESL vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.4倍
$147.1M
营收增速更快
RAMP
高出24.6%
-16.0%
净利率更高
RAMP
高出75.2%
-56.4%
两年增速更快
RAMP
近两年复合增速
-11.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $147.1M | $212.2M |
| 净利润 | $-83.0M | $39.9M |
| 毛利率 | 18.4% | 71.9% |
| 营业利润率 | -46.7% | 18.6% |
| 净利率 | -56.4% | 18.8% |
| 营收同比 | -16.0% | 8.6% |
| 净利润同比 | -86.2% | 255.7% |
| 每股收益（稀释后） | $-8.92 | $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LESLRAMP
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $212.2M | ||
| Q3 25 | — | $199.8M | ||
| Q2 25 | $500.3M | $194.8M | ||
| Q1 25 | $177.1M | $188.7M | ||
| Q4 24 | $175.2M | $195.4M | ||
| Q3 24 | $397.9M | $185.5M | ||
| Q2 24 | $569.6M | $176.0M |
净利润LESLRAMP
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $39.9M | ||
| Q3 25 | — | $27.4M | ||
| Q2 25 | $21.7M | $7.7M | ||
| Q1 25 | $-51.3M | $-6.3M | ||
| Q4 24 | $-44.6M | $11.2M | ||
| Q3 24 | $-9.9M | $1.7M | ||
| Q2 24 | $60.6M | $-7.5M |
毛利率LESLRAMP
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | 39.6% | 70.1% | ||
| Q1 25 | 24.8% | 69.3% | ||
| Q4 24 | 27.2% | 71.9% | ||
| Q3 24 | 36.0% | 72.4% | ||
| Q2 24 | 40.2% | 70.6% |
营业利润率LESLRAMP
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | 13.7% | 3.7% | ||
| Q1 25 | -27.3% | -6.1% | ||
| Q4 24 | -22.7% | 7.5% | ||
| Q3 24 | 6.6% | 4.0% | ||
| Q2 24 | 17.2% | -3.0% |
净利率LESLRAMP
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 18.8% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | 4.3% | 4.0% | ||
| Q1 25 | -29.0% | -3.3% | ||
| Q4 24 | -25.4% | 5.7% | ||
| Q3 24 | -2.5% | 0.9% | ||
| Q2 24 | 10.6% | -4.3% |
每股收益（稀释后）LESLRAMP
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $0.62 | ||
| Q3 25 | — | $0.42 | ||
| Q2 25 | $0.12 | $0.12 | ||
| Q1 25 | $-0.28 | $-0.10 | ||
| Q4 24 | $-4.82 | $0.17 | ||
| Q3 24 | $-2.46 | $0.03 | ||
| Q2 24 | $0.33 | $-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 | $3.6M | $403.4M |
| 总债务越低越好 | $781.6M | — |
| 股东权益账面价值 | $-489.9M | $962.3M |
| 总资产 | $649.4M | $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LESLRAMP
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | $42.7M | $371.1M | ||
| Q1 25 | $17.3M | $420.8M | ||
| Q4 24 | $11.6M | $384.3M | ||
| Q3 24 | $108.5M | $348.4M | ||
| Q2 24 | $74.4M | $342.7M |
总债务LESLRAMP
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $776.6M | — | ||
| Q1 25 | $858.1M | — | ||
| Q4 24 | $796.6M | — | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — |
股东权益LESLRAMP
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | $-246.2M | $947.8M | ||
| Q1 25 | $-269.5M | $948.9M | ||
| Q4 24 | $-220.0M | $957.7M | ||
| Q3 24 | $-177.1M | $932.1M | ||
| Q2 24 | $-168.2M | $951.9M |
总资产LESLRAMP
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $989.5M | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $967.0M | $1.3B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $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 | $-81.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-85.5M | — |
| 自由现金流率自由现金流/营收 | -58.1% | — |
| 资本支出强度资本支出/营收 | 2.9% | 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 | $7.6M | — |
8季度趋势，按日历期对齐
经营现金流LESLRAMP
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | — | ||
| Q3 25 | — | $57.4M | ||
| Q2 25 | $114.9M | $-15.8M | ||
| Q1 25 | $-49.2M | — | ||
| Q4 24 | $-105.1M | $45.1M | ||
| Q3 24 | $47.1M | $55.6M | ||
| Q2 24 | $175.5M | $-9.3M |
自由现金流LESLRAMP
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | $107.1M | $-16.2M | ||
| Q1 25 | $-55.8M | — | ||
| Q4 24 | $-109.8M | $44.8M | ||
| Q3 24 | $34.1M | $55.4M | ||
| Q2 24 | $165.2M | $-9.6M |
自由现金流率LESLRAMP
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | 21.4% | -8.3% | ||
| Q1 25 | -31.5% | — | ||
| Q4 24 | -62.6% | 22.9% | ||
| Q3 24 | 8.6% | 29.8% | ||
| Q2 24 | 29.0% | -5.4% |
资本支出强度LESLRAMP
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | 1.6% | 0.2% | ||
| Q1 25 | 3.7% | 0.2% | ||
| Q4 24 | 2.7% | 0.1% | ||
| Q3 24 | 3.2% | 0.1% | ||
| Q2 24 | 1.8% | 0.1% |
现金转化率LESLRAMP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 5.29× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | 2.89× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
