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NOVANTA INC（NOVT）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
NOVANTA INC的季度营收约是LiveRamp Holdings, Inc.的1.2倍（$258.3M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 6.8%，领先12.0%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 8.5%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs 5.8%）
Novanta Inc是一家全球技术供应商，主营高精度光子学、运动控制与机器视觉解决方案，核心服务领域覆盖医疗设备制造、先进工业自动化、机器人及生命科学行业，助力全球客户提升产品性能、推动技术创新。
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。
NOVT vs RAMP — 直观对比
营收规模更大
NOVT
是对方的1.2倍
$212.2M
营收增速更快
RAMP
高出0.1%
8.5%
净利率更高
RAMP
高出12.0%
6.8%
两年增速更快
RAMP
近两年复合增速
5.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $258.3M | $212.2M |
| 净利润 | $17.5M | $39.9M |
| 毛利率 | 43.8% | 71.9% |
| 营业利润率 | 9.6% | 18.6% |
| 净利率 | 6.8% | 18.8% |
| 营收同比 | 8.5% | 8.6% |
| 净利润同比 | 6.1% | 255.7% |
| 每股收益（稀释后） | $0.46 | $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NOVTRAMP
| Q4 25 | $258.3M | $212.2M | ||
| Q3 25 | $247.8M | $199.8M | ||
| Q2 25 | $241.0M | $194.8M | ||
| Q1 25 | $233.4M | $188.7M | ||
| Q4 24 | $238.1M | $195.4M | ||
| Q3 24 | $244.4M | $185.5M | ||
| Q2 24 | $235.9M | $176.0M | ||
| Q1 24 | $230.9M | $171.9M |
净利润NOVTRAMP
| Q4 25 | $17.5M | $39.9M | ||
| Q3 25 | $10.7M | $27.4M | ||
| Q2 25 | $4.5M | $7.7M | ||
| Q1 25 | $21.2M | $-6.3M | ||
| Q4 24 | $16.5M | $11.2M | ||
| Q3 24 | $19.2M | $1.7M | ||
| Q2 24 | $13.8M | $-7.5M | ||
| Q1 24 | $14.7M | $-5.4M |
毛利率NOVTRAMP
| Q4 25 | 43.8% | 71.9% | ||
| Q3 25 | 44.8% | 70.2% | ||
| Q2 25 | 44.3% | 70.1% | ||
| Q1 25 | 44.7% | 69.3% | ||
| Q4 24 | 45.5% | 71.9% | ||
| Q3 24 | 44.7% | 72.4% | ||
| Q2 24 | 44.0% | 70.6% | ||
| Q1 24 | 43.5% | 72.2% |
营业利润率NOVTRAMP
| Q4 25 | 9.6% | 18.6% | ||
| Q3 25 | 8.8% | 10.7% | ||
| Q2 25 | 6.2% | 3.7% | ||
| Q1 25 | 13.9% | -6.1% | ||
| Q4 24 | 11.2% | 7.5% | ||
| Q3 24 | 13.3% | 4.0% | ||
| Q2 24 | 10.9% | -3.0% | ||
| Q1 24 | 11.1% | -8.3% |
净利率NOVTRAMP
| Q4 25 | 6.8% | 18.8% | ||
| Q3 25 | 4.3% | 13.7% | ||
| Q2 25 | 1.9% | 4.0% | ||
| Q1 25 | 9.1% | -3.3% | ||
| Q4 24 | 6.9% | 5.7% | ||
| Q3 24 | 7.9% | 0.9% | ||
| Q2 24 | 5.8% | -4.3% | ||
| Q1 24 | 6.4% | -3.1% |
每股收益（稀释后）NOVTRAMP
| Q4 25 | $0.46 | $0.62 | ||
| Q3 25 | $0.30 | $0.42 | ||
| Q2 25 | $0.12 | $0.12 | ||
| Q1 25 | $0.59 | $-0.10 | ||
| Q4 24 | $0.45 | $0.17 | ||
| Q3 24 | $0.53 | $0.03 | ||
| Q2 24 | $0.38 | $-0.11 | ||
| Q1 24 | $0.41 | $-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 | $380.9M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $962.3M |
| 总资产 | $1.8B | $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NOVTRAMP
| Q4 25 | $380.9M | $403.4M | ||
| Q3 25 | $89.2M | $376.9M | ||
| Q2 25 | $109.9M | $371.1M | ||
| Q1 25 | $106.0M | $420.8M | ||
| Q4 24 | $114.0M | $384.3M | ||
| Q3 24 | $92.7M | $348.4M | ||
| Q2 24 | $98.5M | $342.7M | ||
| Q1 24 | $93.5M | $368.9M |
股东权益NOVTRAMP
| Q4 25 | $1.3B | $962.3M | ||
| Q3 25 | $801.5M | $943.8M | ||
| Q2 25 | $801.4M | $947.8M | ||
| Q1 25 | $769.8M | $948.9M | ||
| Q4 24 | $745.7M | $957.7M | ||
| Q3 24 | $742.2M | $932.1M | ||
| Q2 24 | $702.0M | $951.9M | ||
| Q1 24 | $681.7M | $949.1M |
总资产NOVTRAMP
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.4B | $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 | $8.8M | — |
| 自由现金流经营现金流 - 资本支出 | $5.1M | — |
| 自由现金流率自由现金流/营收 | 2.0% | — |
| 资本支出强度资本支出/营收 | 1.4% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.50× | — |
| 过去12个月自由现金流最近4个季度 | $48.4M | — |
8季度趋势，按日历期对齐
经营现金流NOVTRAMP
| Q4 25 | $8.8M | — | ||
| Q3 25 | $8.5M | $57.4M | ||
| Q2 25 | $15.1M | $-15.8M | ||
| Q1 25 | $31.7M | — | ||
| Q4 24 | $61.6M | $45.1M | ||
| Q3 24 | $23.0M | $55.6M | ||
| Q2 24 | $41.1M | $-9.3M | ||
| Q1 24 | $32.8M | — |
自由现金流NOVTRAMP
| Q4 25 | $5.1M | — | ||
| Q3 25 | $4.2M | $56.8M | ||
| Q2 25 | $11.7M | $-16.2M | ||
| Q1 25 | $27.4M | — | ||
| Q4 24 | $59.3M | $44.8M | ||
| Q3 24 | $19.5M | $55.4M | ||
| Q2 24 | $36.2M | $-9.6M | ||
| Q1 24 | $26.4M | — |
自由现金流率NOVTRAMP
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.7% | 28.4% | ||
| Q2 25 | 4.8% | -8.3% | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 24.9% | 22.9% | ||
| Q3 24 | 8.0% | 29.8% | ||
| Q2 24 | 15.3% | -5.4% | ||
| Q1 24 | 11.4% | — |
资本支出强度NOVTRAMP
| Q4 25 | 1.4% | 0.1% | ||
| Q3 25 | 1.7% | 0.3% | ||
| Q2 25 | 1.4% | 0.2% | ||
| Q1 25 | 1.8% | 0.2% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 2.1% | 0.1% | ||
| Q1 24 | 2.8% | 1.0% |
现金转化率NOVTRAMP
| Q4 25 | 0.50× | — | ||
| Q3 25 | 0.80× | 2.09× | ||
| Q2 25 | 3.35× | -2.04× | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 3.74× | 4.02× | ||
| Q3 24 | 1.20× | 32.10× | ||
| Q2 24 | 2.99× | — | ||
| Q1 24 | 2.24× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
