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National Energy Services Reunited Corp.(NESR)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
National Energy Services Reunited Corp.的季度营收约是LiveRamp Holdings, Inc.的1.4倍($295.3M vs $212.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 6.0%,领先12.8%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs -12.2%)
National Energy Services Reunited Corp.是一家领先的综合油田服务供应商,为油气上游运营商提供钻井建设、完井、生产运营及干预作业等全系列解决方案,核心市场覆盖中东、北非及东亚地区,服务各国国家石油公司及国际能源客户。
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。
NESR vs RAMP — 直观对比
营收规模更大
NESR
是对方的1.4倍
$212.2M
营收增速更快
RAMP
高出20.8%
-12.2%
净利率更高
RAMP
高出12.8%
6.0%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $295.3M | $212.2M |
| 净利润 | $17.7M | $39.9M |
| 毛利率 | 12.0% | 71.9% |
| 营业利润率 | 6.6% | 18.6% |
| 净利率 | 6.0% | 18.8% |
| 营收同比 | -12.2% | 8.6% |
| 净利润同比 | -14.0% | 255.7% |
| 每股收益(稀释后) | $0.18 | $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
NESR
RAMP
| Q4 25 | — | $212.2M | ||
| Q3 25 | $295.3M | $199.8M | ||
| Q2 25 | $327.4M | $194.8M | ||
| Q1 25 | $303.1M | $188.7M | ||
| Q4 24 | — | $195.4M | ||
| Q3 24 | $336.2M | $185.5M | ||
| Q2 24 | $325.0M | $176.0M | ||
| Q1 24 | — | $171.9M |
净利润
NESR
RAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | $17.7M | $27.4M | ||
| Q2 25 | $15.2M | $7.7M | ||
| Q1 25 | $10.4M | $-6.3M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | $20.6M | $1.7M | ||
| Q2 24 | $18.9M | $-7.5M | ||
| Q1 24 | — | $-5.4M |
毛利率
NESR
RAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | 12.0% | 70.2% | ||
| Q2 25 | 13.4% | 70.1% | ||
| Q1 25 | 12.4% | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | 15.9% | 72.4% | ||
| Q2 24 | 16.4% | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率
NESR
RAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | 6.6% | 10.7% | ||
| Q2 25 | 8.3% | 3.7% | ||
| Q1 25 | 6.9% | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 10.5% | 4.0% | ||
| Q2 24 | 10.5% | -3.0% | ||
| Q1 24 | — | -8.3% |
净利率
NESR
RAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | 6.0% | 13.7% | ||
| Q2 25 | 4.6% | 4.0% | ||
| Q1 25 | 3.4% | -3.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | 6.1% | 0.9% | ||
| Q2 24 | 5.8% | -4.3% | ||
| Q1 24 | — | -3.1% |
每股收益(稀释后)
NESR
RAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | $0.18 | $0.42 | ||
| Q2 25 | $0.16 | $0.12 | ||
| Q1 25 | $0.11 | $-0.10 | ||
| Q4 24 | — | $0.17 | ||
| Q3 24 | $0.22 | $0.03 | ||
| Q2 24 | $0.20 | $-0.11 | ||
| Q1 24 | — | $-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 | $69.7M | $403.4M |
| 总债务越低越好 | $274.1M | — |
| 股东权益账面价值 | $956.7M | $962.3M |
| 总资产 | $1.8B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势,按日历期对齐
现金及短期投资
NESR
RAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | $69.7M | $376.9M | ||
| Q2 25 | $131.8M | $371.1M | ||
| Q1 25 | $78.7M | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | $118.2M | $348.4M | ||
| Q2 24 | $75.0M | $342.7M | ||
| Q1 24 | — | $368.9M |
总债务
NESR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | $274.1M | — | ||
| Q2 25 | $291.7M | — | ||
| Q1 25 | $309.2M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $358.7M | — | ||
| Q2 24 | $376.7M | — | ||
| Q1 24 | — | — |
股东权益
NESR
RAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | $956.7M | $943.8M | ||
| Q2 25 | $936.9M | $947.8M | ||
| Q1 25 | $920.5M | $948.9M | ||
| Q4 24 | — | $957.7M | ||
| Q3 24 | $873.5M | $932.1M | ||
| Q2 24 | $851.4M | $951.9M | ||
| Q1 24 | — | $949.1M |
总资产
NESR
RAMP
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B | ||
| Q1 24 | — | $1.2B |
负债/权益比
NESR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.44× | — | ||
| Q1 24 | — | — |
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 | $6.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-34.1M | — |
| 自由现金流率自由现金流/营收 | -11.5% | — |
| 资本支出强度资本支出/营收 | 13.8% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.38× | — |
| 过去12个月自由现金流最近4个季度 | $68.5M | — |
8季度趋势,按日历期对齐
经营现金流
NESR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | $6.7M | $57.4M | ||
| Q2 25 | $98.5M | $-15.8M | ||
| Q1 25 | $20.5M | — | ||
| Q4 24 | — | $45.1M | ||
| Q3 24 | $70.8M | $55.6M | ||
| Q2 24 | — | $-9.3M | ||
| Q1 24 | — | — |
自由现金流
NESR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | $-34.1M | $56.8M | ||
| Q2 25 | $68.7M | $-16.2M | ||
| Q1 25 | $-9.6M | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | $43.4M | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率
NESR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | -11.5% | 28.4% | ||
| Q2 25 | 21.0% | -8.3% | ||
| Q1 25 | -3.2% | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | 12.9% | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | — | — |
资本支出强度
NESR
RAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | 13.8% | 0.3% | ||
| Q2 25 | 9.1% | 0.2% | ||
| Q1 25 | 9.9% | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | 8.1% | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 1.0% |
现金转化率
NESR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | 0.38× | 2.09× | ||
| Q2 25 | 6.48× | -2.04× | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | 3.43× | 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
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
RAMP
暂无分部数据