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网件（NTGR）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.的季度营收约是网件的1.2倍（$212.2M vs $182.5M），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 0.0%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs 5.3%）
网件是总部位于美国加利福尼亚州圣何塞的计算机网络设备企业，在全球约22个国家设有分支机构，面向个人消费者、企业及服务提供商研发生产各类网络硬件，业务分为零售、商业客户、服务供应商三大板块。
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。
NTGR vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.2倍
$182.5M
营收增速更快
RAMP
高出8.6%
0.0%
两年增速更快
RAMP
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $182.5M | $212.2M |
| 净利润 | — | $39.9M |
| 毛利率 | 40.4% | 71.9% |
| 营业利润率 | -2.6% | 18.6% |
| 净利率 | — | 18.8% |
| 营收同比 | 0.0% | 8.6% |
| 净利润同比 | — | 255.7% |
| 每股收益（稀释后） | $-0.03 | $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NTGRRAMP
| Q4 25 | $182.5M | $212.2M | ||
| Q3 25 | $184.6M | $199.8M | ||
| Q2 25 | $170.5M | $194.8M | ||
| Q1 25 | $162.1M | $188.7M | ||
| Q4 24 | $182.4M | $195.4M | ||
| Q3 24 | $182.9M | $185.5M | ||
| Q2 24 | $143.9M | $176.0M | ||
| Q1 24 | $164.6M | $171.9M |
净利润NTGRRAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | $-4.8M | $27.4M | ||
| Q2 25 | $-6.4M | $7.7M | ||
| Q1 25 | $-6.0M | $-6.3M | ||
| Q4 24 | $-8.9M | $11.2M | ||
| Q3 24 | $85.1M | $1.7M | ||
| Q2 24 | $-45.2M | $-7.5M | ||
| Q1 24 | $-18.6M | $-5.4M |
毛利率NTGRRAMP
| Q4 25 | 40.4% | 71.9% | ||
| Q3 25 | 39.1% | 70.2% | ||
| Q2 25 | 37.5% | 70.1% | ||
| Q1 25 | 34.8% | 69.3% | ||
| Q4 24 | 32.6% | 71.9% | ||
| Q3 24 | 30.9% | 72.4% | ||
| Q2 24 | 22.1% | 70.6% | ||
| Q1 24 | 29.3% | 72.2% |
营业利润率NTGRRAMP
| Q4 25 | -2.6% | 18.6% | ||
| Q3 25 | -3.8% | 10.7% | ||
| Q2 25 | -5.6% | 3.7% | ||
| Q1 25 | -7.9% | -6.1% | ||
| Q4 24 | -8.3% | 7.5% | ||
| Q3 24 | 52.4% | 4.0% | ||
| Q2 24 | -32.6% | -3.0% | ||
| Q1 24 | -13.2% | -8.3% |
净利率NTGRRAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | -2.6% | 13.7% | ||
| Q2 25 | -3.8% | 4.0% | ||
| Q1 25 | -3.7% | -3.3% | ||
| Q4 24 | -4.9% | 5.7% | ||
| Q3 24 | 46.5% | 0.9% | ||
| Q2 24 | -31.4% | -4.3% | ||
| Q1 24 | -11.3% | -3.1% |
每股收益（稀释后）NTGRRAMP
| Q4 25 | $-0.03 | $0.62 | ||
| Q3 25 | $-0.17 | $0.42 | ||
| Q2 25 | $-0.22 | $0.12 | ||
| Q1 25 | $-0.21 | $-0.10 | ||
| Q4 24 | $-0.29 | $0.17 | ||
| Q3 24 | $2.90 | $0.03 | ||
| Q2 24 | $-1.56 | $-0.11 | ||
| Q1 24 | $-0.63 | $-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 | $323.0M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $497.8M | $962.3M |
| 总资产 | $836.3M | $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NTGRRAMP
| Q4 25 | $323.0M | $403.4M | ||
| Q3 25 | $326.4M | $376.9M | ||
| Q2 25 | $363.5M | $371.1M | ||
| Q1 25 | $391.9M | $420.8M | ||
| Q4 24 | $408.7M | $384.3M | ||
| Q3 24 | $395.7M | $348.4M | ||
| Q2 24 | $294.3M | $342.7M | ||
| Q1 24 | $289.4M | $368.9M |
股东权益NTGRRAMP
| Q4 25 | $497.8M | $962.3M | ||
| Q3 25 | $506.8M | $943.8M | ||
| Q2 25 | $523.2M | $947.8M | ||
| Q1 25 | $534.2M | $948.9M | ||
| Q4 24 | $541.1M | $957.7M | ||
| Q3 24 | $550.3M | $932.1M | ||
| Q2 24 | $459.4M | $951.9M | ||
| Q1 24 | $511.4M | $949.1M |
总资产NTGRRAMP
| Q4 25 | $836.3M | $1.3B | ||
| Q3 25 | $810.8M | $1.2B | ||
| Q2 25 | $803.5M | $1.2B | ||
| Q1 25 | $814.2M | $1.3B | ||
| Q4 24 | $850.2M | $1.3B | ||
| Q3 24 | $862.6M | $1.2B | ||
| Q2 24 | $754.1M | $1.2B | ||
| Q1 24 | $801.3M | $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 | $19.5M | — |
| 自由现金流经营现金流 - 资本支出 | $13.6M | — |
| 自由现金流率自由现金流/营收 | 7.5% | — |
| 资本支出强度资本支出/营收 | 3.2% | 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 | $-18.9M | — |
8季度趋势，按日历期对齐
经营现金流NTGRRAMP
| Q4 25 | $19.5M | — | ||
| Q3 25 | $-7.4M | $57.4M | ||
| Q2 25 | $-1.8M | $-15.8M | ||
| Q1 25 | $-8.7M | — | ||
| Q4 24 | $21.5M | $45.1M | ||
| Q3 24 | $107.7M | $55.6M | ||
| Q2 24 | $18.4M | $-9.3M | ||
| Q1 24 | $17.2M | — |
自由现金流NTGRRAMP
| Q4 25 | $13.6M | — | ||
| Q3 25 | $-17.1M | $56.8M | ||
| Q2 25 | $-5.3M | $-16.2M | ||
| Q1 25 | $-10.1M | — | ||
| Q4 24 | $19.0M | $44.8M | ||
| Q3 24 | $106.0M | $55.4M | ||
| Q2 24 | $16.1M | $-9.6M | ||
| Q1 24 | $14.7M | — |
自由现金流率NTGRRAMP
| Q4 25 | 7.5% | — | ||
| Q3 25 | -9.3% | 28.4% | ||
| Q2 25 | -3.1% | -8.3% | ||
| Q1 25 | -6.3% | — | ||
| Q4 24 | 10.4% | 22.9% | ||
| Q3 24 | 58.0% | 29.8% | ||
| Q2 24 | 11.2% | -5.4% | ||
| Q1 24 | 8.9% | — |
资本支出强度NTGRRAMP
| Q4 25 | 3.2% | 0.1% | ||
| Q3 25 | 5.3% | 0.3% | ||
| Q2 25 | 2.1% | 0.2% | ||
| Q1 25 | 0.9% | 0.2% | ||
| Q4 24 | 1.4% | 0.1% | ||
| Q3 24 | 0.9% | 0.1% | ||
| Q2 24 | 1.6% | 0.1% | ||
| Q1 24 | 1.5% | 1.0% |
现金转化率NTGRRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | 1.27× | 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
NTGR
| Other | $93.4M | 51% |
| Sales Channel Directly To Consumer | $89.1M | 49% |
RAMP
暂无分部数据
