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Limbach Holdings, Inc.（LMB）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Limbach Holdings, Inc.的1.1倍（$212.2M vs $186.9M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 6.6%，领先12.2%），Limbach Holdings, Inc.同比增速更快（30.1% vs 8.6%），过去两年Limbach Holdings, Inc.的营收复合增速更高（25.3% vs 11.1%）
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
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。
LMB vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.1倍
$186.9M
营收增速更快
LMB
高出21.5%
8.6%
净利率更高
RAMP
高出12.2%
6.6%
两年增速更快
LMB
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $186.9M | $212.2M |
| 净利润 | $12.3M | $39.9M |
| 毛利率 | 25.7% | 71.9% |
| 营业利润率 | 9.4% | 18.6% |
| 净利率 | 6.6% | 18.8% |
| 营收同比 | 30.1% | 8.6% |
| 净利润同比 | 25.0% | 255.7% |
| 每股收益（稀释后） | $1.01 | $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LMBRAMP
| Q4 25 | $186.9M | $212.2M | ||
| Q3 25 | $184.6M | $199.8M | ||
| Q2 25 | $142.2M | $194.8M | ||
| Q1 25 | $133.1M | $188.7M | ||
| Q4 24 | $143.7M | $195.4M | ||
| Q3 24 | $133.9M | $185.5M | ||
| Q2 24 | $122.2M | $176.0M | ||
| Q1 24 | $119.0M | $171.9M |
净利润LMBRAMP
| Q4 25 | $12.3M | $39.9M | ||
| Q3 25 | $8.8M | $27.4M | ||
| Q2 25 | $7.8M | $7.7M | ||
| Q1 25 | $10.2M | $-6.3M | ||
| Q4 24 | $9.8M | $11.2M | ||
| Q3 24 | $7.5M | $1.7M | ||
| Q2 24 | $6.0M | $-7.5M | ||
| Q1 24 | $7.6M | $-5.4M |
毛利率LMBRAMP
| Q4 25 | 25.7% | 71.9% | ||
| Q3 25 | 24.2% | 70.2% | ||
| Q2 25 | 28.0% | 70.1% | ||
| Q1 25 | 27.6% | 69.3% | ||
| Q4 24 | 30.3% | 71.9% | ||
| Q3 24 | 27.0% | 72.4% | ||
| Q2 24 | 27.4% | 70.6% | ||
| Q1 24 | 26.1% | 72.2% |
营业利润率LMBRAMP
| Q4 25 | 9.4% | 18.6% | ||
| Q3 25 | 7.2% | 10.7% | ||
| Q2 25 | 7.5% | 3.7% | ||
| Q1 25 | 5.9% | -6.1% | ||
| Q4 24 | 9.1% | 7.5% | ||
| Q3 24 | 8.1% | 4.0% | ||
| Q2 24 | 6.7% | -3.0% | ||
| Q1 24 | 5.5% | -8.3% |
净利率LMBRAMP
| Q4 25 | 6.6% | 18.8% | ||
| Q3 25 | 4.8% | 13.7% | ||
| Q2 25 | 5.5% | 4.0% | ||
| Q1 25 | 7.7% | -3.3% | ||
| Q4 24 | 6.9% | 5.7% | ||
| Q3 24 | 5.6% | 0.9% | ||
| Q2 24 | 4.9% | -4.3% | ||
| Q1 24 | 6.4% | -3.1% |
每股收益（稀释后）LMBRAMP
| Q4 25 | $1.01 | $0.62 | ||
| Q3 25 | $0.73 | $0.42 | ||
| Q2 25 | $0.64 | $0.12 | ||
| Q1 25 | $0.85 | $-0.10 | ||
| Q4 24 | $0.81 | $0.17 | ||
| Q3 24 | $0.62 | $0.03 | ||
| Q2 24 | $0.50 | $-0.11 | ||
| Q1 24 | $0.64 | $-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 | $11.3M | $403.4M |
| 总债务越低越好 | $30.5M | — |
| 股东权益账面价值 | $195.7M | $962.3M |
| 总资产 | $381.1M | $1.3B |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势，按日历期对齐
现金及短期投资LMBRAMP
| Q4 25 | $11.3M | $403.4M | ||
| Q3 25 | $9.8M | $376.9M | ||
| Q2 25 | $38.9M | $371.1M | ||
| Q1 25 | $38.1M | $420.8M | ||
| Q4 24 | $44.9M | $384.3M | ||
| Q3 24 | $51.2M | $348.4M | ||
| Q2 24 | $59.5M | $342.7M | ||
| Q1 24 | $48.2M | $368.9M |
总债务LMBRAMP
| Q4 25 | $30.5M | — | ||
| Q3 25 | $56.3M | — | ||
| Q2 25 | $28.4M | — | ||
| Q1 25 | $23.7M | — | ||
| Q4 24 | $23.6M | — | ||
| Q3 24 | $20.5M | — | ||
| Q2 24 | $19.7M | — | ||
| Q1 24 | $19.4M | — |
股东权益LMBRAMP
| Q4 25 | $195.7M | $962.3M | ||
| Q3 25 | $181.6M | $943.8M | ||
| Q2 25 | $170.5M | $947.8M | ||
| Q1 25 | $161.1M | $948.9M | ||
| Q4 24 | $153.5M | $957.7M | ||
| Q3 24 | $142.2M | $932.1M | ||
| Q2 24 | $133.0M | $951.9M | ||
| Q1 24 | $125.5M | $949.1M |
总资产LMBRAMP
| Q4 25 | $381.1M | $1.3B | ||
| Q3 25 | $409.1M | $1.2B | ||
| Q2 25 | $343.0M | $1.2B | ||
| Q1 25 | $336.4M | $1.3B | ||
| Q4 24 | $352.1M | $1.3B | ||
| Q3 24 | $324.4M | $1.2B | ||
| Q2 24 | $303.9M | $1.2B | ||
| Q1 24 | $289.2M | $1.2B |
负债/权益比LMBRAMP
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.15× | — |
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 | $28.1M | — |
| 自由现金流经营现金流 - 资本支出 | $27.9M | — |
| 自由现金流率自由现金流/营收 | 14.9% | — |
| 资本支出强度资本支出/营收 | 0.1% | 0.1% |
| 现金转化率经营现金流/净利润 | 2.29× | — |
| 过去12个月自由现金流最近4个季度 | $41.9M | — |
8季度趋势，按日历期对齐
经营现金流LMBRAMP
| Q4 25 | $28.1M | — | ||
| Q3 25 | $13.3M | $57.4M | ||
| Q2 25 | $2.0M | $-15.8M | ||
| Q1 25 | $2.2M | — | ||
| Q4 24 | $19.3M | $45.1M | ||
| Q3 24 | $4.9M | $55.6M | ||
| Q2 24 | $16.5M | $-9.3M | ||
| Q1 24 | $-3.9M | — |
自由现金流LMBRAMP
| Q4 25 | $27.9M | — | ||
| Q3 25 | $12.8M | $56.8M | ||
| Q2 25 | $1.2M | $-16.2M | ||
| Q1 25 | $11.0K | — | ||
| Q4 24 | $18.0M | $44.8M | ||
| Q3 24 | $4.6M | $55.4M | ||
| Q2 24 | $13.2M | $-9.6M | ||
| Q1 24 | $-6.5M | — |
自由现金流率LMBRAMP
| Q4 25 | 14.9% | — | ||
| Q3 25 | 7.0% | 28.4% | ||
| Q2 25 | 0.8% | -8.3% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 12.5% | 22.9% | ||
| Q3 24 | 3.4% | 29.8% | ||
| Q2 24 | 10.8% | -5.4% | ||
| Q1 24 | -5.5% | — |
资本支出强度LMBRAMP
| Q4 25 | 0.1% | 0.1% | ||
| Q3 25 | 0.3% | 0.3% | ||
| Q2 25 | 0.6% | 0.2% | ||
| Q1 25 | 1.7% | 0.2% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 0.3% | 0.1% | ||
| Q2 24 | 2.7% | 0.1% | ||
| Q1 24 | 2.1% | 1.0% |
现金转化率LMBRAMP
| Q4 25 | 2.29× | — | ||
| Q3 25 | 1.52× | 2.09× | ||
| Q2 25 | 0.26× | -2.04× | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 1.96× | 4.02× | ||
| Q3 24 | 0.66× | 32.10× | ||
| Q2 24 | 2.77× | — | ||
| Q1 24 | -0.52× | — |
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
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
RAMP
暂无分部数据
