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Mayville Engineering Company, Inc.（MEC）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Mayville Engineering Company, Inc.的1.6倍（$212.2M vs $134.3M），LiveRamp Holdings, Inc.净利率更高（18.8% vs -3.2%，领先22.0%），Mayville Engineering Company, Inc.同比增速更快（10.7% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -8.8%）
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
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。
MEC vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.6倍
$134.3M
营收增速更快
MEC
高出2.1%
8.6%
净利率更高
RAMP
高出22.0%
-3.2%
两年增速更快
RAMP
近两年复合增速
-8.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $134.3M | $212.2M |
| 净利润 | $-4.4M | $39.9M |
| 毛利率 | 6.8% | 71.9% |
| 营业利润率 | -4.1% | 18.6% |
| 净利率 | -3.2% | 18.8% |
| 营收同比 | 10.7% | 8.6% |
| 净利润同比 | -127.3% | 255.7% |
| 每股收益（稀释后） | $-0.22 | $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MECRAMP
| Q4 25 | $134.3M | $212.2M | ||
| Q3 25 | $144.3M | $199.8M | ||
| Q2 25 | $132.3M | $194.8M | ||
| Q1 25 | $135.6M | $188.7M | ||
| Q4 24 | $121.3M | $195.4M | ||
| Q3 24 | $135.4M | $185.5M | ||
| Q2 24 | $163.6M | $176.0M | ||
| Q1 24 | $161.3M | $171.9M |
净利润MECRAMP
| Q4 25 | $-4.4M | $39.9M | ||
| Q3 25 | $-2.7M | $27.4M | ||
| Q2 25 | $-1.1M | $7.7M | ||
| Q1 25 | $20.0K | $-6.3M | ||
| Q4 24 | $16.0M | $11.2M | ||
| Q3 24 | $3.0M | $1.7M | ||
| Q2 24 | $3.8M | $-7.5M | ||
| Q1 24 | $3.2M | $-5.4M |
毛利率MECRAMP
| Q4 25 | 6.8% | 71.9% | ||
| Q3 25 | 11.0% | 70.2% | ||
| Q2 25 | 10.3% | 70.1% | ||
| Q1 25 | 11.3% | 69.3% | ||
| Q4 24 | 8.9% | 71.9% | ||
| Q3 24 | 12.6% | 72.4% | ||
| Q2 24 | 13.6% | 70.6% | ||
| Q1 24 | 13.0% | 72.2% |
营业利润率MECRAMP
| Q4 25 | -4.1% | 18.6% | ||
| Q3 25 | 0.0% | 10.7% | ||
| Q2 25 | 0.1% | 3.7% | ||
| Q1 25 | 1.2% | -6.1% | ||
| Q4 24 | 19.0% | 7.5% | ||
| Q3 24 | 4.2% | 4.0% | ||
| Q2 24 | 5.0% | -3.0% | ||
| Q1 24 | 4.7% | -8.3% |
净利率MECRAMP
| Q4 25 | -3.2% | 18.8% | ||
| Q3 25 | -1.9% | 13.7% | ||
| Q2 25 | -0.8% | 4.0% | ||
| Q1 25 | 0.0% | -3.3% | ||
| Q4 24 | 13.2% | 5.7% | ||
| Q3 24 | 2.2% | 0.9% | ||
| Q2 24 | 2.3% | -4.3% | ||
| Q1 24 | 2.0% | -3.1% |
每股收益（稀释后）MECRAMP
| Q4 25 | $-0.22 | $0.62 | ||
| Q3 25 | $-0.13 | $0.42 | ||
| Q2 25 | $-0.05 | $0.12 | ||
| Q1 25 | $0.00 | $-0.10 | ||
| Q4 24 | $0.76 | $0.17 | ||
| Q3 24 | $0.14 | $0.03 | ||
| Q2 24 | $0.18 | $-0.11 | ||
| Q1 24 | $0.16 | $-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 | $1.5M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $240.7M | $962.3M |
| 总资产 | $563.6M | $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MECRAMP
| Q4 25 | $1.5M | $403.4M | ||
| Q3 25 | $1.2M | $376.9M | ||
| Q2 25 | $206.0K | $371.1M | ||
| Q1 25 | $183.0K | $420.8M | ||
| Q4 24 | $206.0K | $384.3M | ||
| Q3 24 | $178.0K | $348.4M | ||
| Q2 24 | $314.0K | $342.7M | ||
| Q1 24 | $314.0K | $368.9M |
股东权益MECRAMP
| Q4 25 | $240.7M | $962.3M | ||
| Q3 25 | $244.8M | $943.8M | ||
| Q2 25 | $246.8M | $947.8M | ||
| Q1 25 | $250.0M | $948.9M | ||
| Q4 24 | $251.8M | $957.7M | ||
| Q3 24 | $238.4M | $932.1M | ||
| Q2 24 | $238.1M | $951.9M | ||
| Q1 24 | $234.0M | $949.1M |
总资产MECRAMP
| Q4 25 | $563.6M | $1.3B | ||
| Q3 25 | $585.6M | $1.2B | ||
| Q2 25 | $433.7M | $1.2B | ||
| Q1 25 | $447.7M | $1.3B | ||
| Q4 24 | $445.6M | $1.3B | ||
| Q3 24 | $466.0M | $1.2B | ||
| Q2 24 | $488.2M | $1.2B | ||
| Q1 24 | $499.9M | $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 | $13.4M | — |
| 自由现金流经营现金流 - 资本支出 | $10.2M | — |
| 自由现金流率自由现金流/营收 | 7.6% | — |
| 资本支出强度资本支出/营收 | 2.4% | 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 | $26.9M | — |
8季度趋势，按日历期对齐
经营现金流MECRAMP
| Q4 25 | $13.4M | — | ||
| Q3 25 | $1.9M | $57.4M | ||
| Q2 25 | $15.0M | $-15.8M | ||
| Q1 25 | $8.3M | — | ||
| Q4 24 | $38.0M | $45.1M | ||
| Q3 24 | $17.9M | $55.6M | ||
| Q2 24 | $23.3M | $-9.3M | ||
| Q1 24 | $10.6M | — |
自由现金流MECRAMP
| Q4 25 | $10.2M | — | ||
| Q3 25 | $-1.1M | $56.8M | ||
| Q2 25 | $12.5M | $-16.2M | ||
| Q1 25 | $5.4M | — | ||
| Q4 24 | $35.6M | $44.8M | ||
| Q3 24 | $15.1M | $55.4M | ||
| Q2 24 | $19.2M | $-9.6M | ||
| Q1 24 | $7.8M | — |
自由现金流率MECRAMP
| Q4 25 | 7.6% | — | ||
| Q3 25 | -0.8% | 28.4% | ||
| Q2 25 | 9.5% | -8.3% | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 29.4% | 22.9% | ||
| Q3 24 | 11.1% | 29.8% | ||
| Q2 24 | 11.7% | -5.4% | ||
| Q1 24 | 4.9% | — |
资本支出强度MECRAMP
| Q4 25 | 2.4% | 0.1% | ||
| Q3 25 | 2.1% | 0.3% | ||
| Q2 25 | 1.8% | 0.2% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 1.9% | 0.1% | ||
| Q3 24 | 2.1% | 0.1% | ||
| Q2 24 | 2.5% | 0.1% | ||
| Q1 24 | 1.7% | 1.0% |
现金转化率MECRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | 416.65× | — | ||
| Q4 24 | 2.38× | 4.02× | ||
| Q3 24 | 6.03× | 32.10× | ||
| Q2 24 | 6.15× | — | ||
| Q1 24 | 3.28× | — |
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
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
RAMP
暂无分部数据
