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LINCOLN EDUCATIONAL SERVICES CORP(LINC)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LINCOLN EDUCATIONAL SERVICES CORP的1.5倍($212.2M vs $142.9M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 8.9%,领先9.9%),LINCOLN EDUCATIONAL SERVICES CORP同比增速更快(19.7% vs 8.6%),过去两年LINCOLN EDUCATIONAL SERVICES CORP的营收复合增速更高(17.6% vs 11.1%)
林肯技术教育集团是美国营利性高等职业教育机构,总部位于新泽西州帕西帕尼,在美国科罗拉多、康涅狄格、佐治亚等12个州都设有校区,所有校区均由林肯教育服务公司持有运营,主打面向就业的高等职业技术教育服务。
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。
LINC vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.5倍
$142.9M
营收增速更快
LINC
高出11.1%
8.6%
净利率更高
RAMP
高出9.9%
8.9%
两年增速更快
LINC
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $142.9M | $212.2M |
| 净利润 | $12.7M | $39.9M |
| 毛利率 | 62.3% | 71.9% |
| 营业利润率 | 12.4% | 18.6% |
| 净利率 | 8.9% | 18.8% |
| 营收同比 | 19.7% | 8.6% |
| 净利润同比 | 85.9% | 255.7% |
| 每股收益(稀释后) | $0.41 | $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
LINC
RAMP
| Q4 25 | $142.9M | $212.2M | ||
| Q3 25 | $141.4M | $199.8M | ||
| Q2 25 | $116.5M | $194.8M | ||
| Q1 25 | $117.5M | $188.7M | ||
| Q4 24 | $119.4M | $195.4M | ||
| Q3 24 | $114.4M | $185.5M | ||
| Q2 24 | $102.9M | $176.0M | ||
| Q1 24 | $103.4M | $171.9M |
净利润
LINC
RAMP
| Q4 25 | $12.7M | $39.9M | ||
| Q3 25 | $3.8M | $27.4M | ||
| Q2 25 | $1.6M | $7.7M | ||
| Q1 25 | $1.9M | $-6.3M | ||
| Q4 24 | $6.8M | $11.2M | ||
| Q3 24 | $4.0M | $1.7M | ||
| Q2 24 | $-682.0K | $-7.5M | ||
| Q1 24 | $-214.0K | $-5.4M |
毛利率
LINC
RAMP
| Q4 25 | 62.3% | 71.9% | ||
| Q3 25 | 59.5% | 70.2% | ||
| Q2 25 | 59.8% | 70.1% | ||
| Q1 25 | 59.7% | 69.3% | ||
| Q4 24 | 62.2% | 71.9% | ||
| Q3 24 | 58.0% | 72.4% | ||
| Q2 24 | 55.7% | 70.6% | ||
| Q1 24 | 58.4% | 72.2% |
营业利润率
LINC
RAMP
| Q4 25 | 12.4% | 18.6% | ||
| Q3 25 | 4.4% | 10.7% | ||
| Q2 25 | 2.5% | 3.7% | ||
| Q1 25 | 2.9% | -6.1% | ||
| Q4 24 | 9.2% | 7.5% | ||
| Q3 24 | 5.1% | 4.0% | ||
| Q2 24 | -1.1% | -3.0% | ||
| Q1 24 | -0.4% | -8.3% |
净利率
LINC
RAMP
| Q4 25 | 8.9% | 18.8% | ||
| Q3 25 | 2.7% | 13.7% | ||
| Q2 25 | 1.3% | 4.0% | ||
| Q1 25 | 1.7% | -3.3% | ||
| Q4 24 | 5.7% | 5.7% | ||
| Q3 24 | 3.5% | 0.9% | ||
| Q2 24 | -0.7% | -4.3% | ||
| Q1 24 | -0.2% | -3.1% |
每股收益(稀释后)
LINC
RAMP
| Q4 25 | $0.41 | $0.62 | ||
| Q3 25 | $0.12 | $0.42 | ||
| Q2 25 | $0.05 | $0.12 | ||
| Q1 25 | $0.06 | $-0.10 | ||
| Q4 24 | $0.22 | $0.17 | ||
| Q3 24 | $0.13 | $0.03 | ||
| Q2 24 | $-0.02 | $-0.11 | ||
| Q1 24 | $-0.01 | $-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 | $28.5M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $199.7M | $962.3M |
| 总资产 | $493.2M | $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
LINC
RAMP
| Q4 25 | $28.5M | $403.4M | ||
| Q3 25 | $13.5M | $376.9M | ||
| Q2 25 | $16.7M | $371.1M | ||
| Q1 25 | $28.7M | $420.8M | ||
| Q4 24 | $59.3M | $384.3M | ||
| Q3 24 | $54.0M | $348.4M | ||
| Q2 24 | $67.0M | $342.7M | ||
| Q1 24 | $68.6M | $368.9M |
股东权益
LINC
RAMP
| Q4 25 | $199.7M | $962.3M | ||
| Q3 25 | $185.9M | $943.8M | ||
| Q2 25 | $180.7M | $947.8M | ||
| Q1 25 | $177.8M | $948.9M | ||
| Q4 24 | $178.3M | $957.7M | ||
| Q3 24 | $170.0M | $932.1M | ||
| Q2 24 | $164.9M | $951.9M | ||
| Q1 24 | $164.5M | $949.1M |
总资产
LINC
RAMP
| Q4 25 | $493.2M | $1.3B | ||
| Q3 25 | $466.9M | $1.2B | ||
| Q2 25 | $447.3M | $1.2B | ||
| Q1 25 | $427.4M | $1.3B | ||
| Q4 24 | $436.6M | $1.3B | ||
| Q3 24 | $404.0M | $1.2B | ||
| Q2 24 | $366.4M | $1.2B | ||
| Q1 24 | $355.2M | $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 | $43.5M | — |
| 自由现金流经营现金流 - 资本支出 | $25.0M | — |
| 自由现金流率自由现金流/营收 | 17.5% | — |
| 资本支出强度资本支出/营收 | 13.0% | 0.1% |
| 现金转化率经营现金流/净利润 | 3.43× | — |
| 过去12个月自由现金流最近4个季度 | $-27.3M | — |
8季度趋势,按日历期对齐
经营现金流
LINC
RAMP
| Q4 25 | $43.5M | — | ||
| Q3 25 | $23.9M | $57.4M | ||
| Q2 25 | $299.0K | $-15.8M | ||
| Q1 25 | $-8.4M | — | ||
| Q4 24 | $30.3M | $45.1M | ||
| Q3 24 | $5.6M | $55.6M | ||
| Q2 24 | $8.3M | $-9.3M | ||
| Q1 24 | $-14.9M | — |
自由现金流
LINC
RAMP
| Q4 25 | $25.0M | — | ||
| Q3 25 | $2.0M | $56.8M | ||
| Q2 25 | $-26.1M | $-16.2M | ||
| Q1 25 | $-28.3M | — | ||
| Q4 24 | $5.5M | $44.8M | ||
| Q3 24 | $-13.8M | $55.4M | ||
| Q2 24 | $-2.7M | $-9.6M | ||
| Q1 24 | $-16.6M | — |
自由现金流率
LINC
RAMP
| Q4 25 | 17.5% | — | ||
| Q3 25 | 1.4% | 28.4% | ||
| Q2 25 | -22.4% | -8.3% | ||
| Q1 25 | -24.1% | — | ||
| Q4 24 | 4.6% | 22.9% | ||
| Q3 24 | -12.0% | 29.8% | ||
| Q2 24 | -2.6% | -5.4% | ||
| Q1 24 | -16.1% | — |
资本支出强度
LINC
RAMP
| Q4 25 | 13.0% | 0.1% | ||
| Q3 25 | 15.5% | 0.3% | ||
| Q2 25 | 22.7% | 0.2% | ||
| Q1 25 | 16.9% | 0.2% | ||
| Q4 24 | 20.8% | 0.1% | ||
| Q3 24 | 16.9% | 0.1% | ||
| Q2 24 | 10.7% | 0.1% | ||
| Q1 24 | 1.6% | 1.0% |
现金转化率
LINC
RAMP
| Q4 25 | 3.43× | — | ||
| Q3 25 | 6.29× | 2.09× | ||
| Q2 25 | 0.19× | -2.04× | ||
| Q1 25 | -4.31× | — | ||
| Q4 24 | 4.43× | 4.02× | ||
| Q3 24 | 1.42× | 32.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
LINC
| Transferred Over Time | $136.0M | 95% |
| Transferred At Point In Time | $6.9M | 5% |
RAMP
暂无分部数据