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ONITY GROUP INC.（ONIT）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
ONITY GROUP INC.的季度营收约是LiveRamp Holdings, Inc.的1.4倍（$290.0M vs $212.2M），ONITY GROUP INC.净利率更高（43.9% vs 18.8%，领先25.1%），ONITY GROUP INC.同比增速更快（29.0% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs 10.1%）
奥尼提集团（原奥克文）是一家提供住宅及商业抵押贷款 servicing、特殊 servicing以及资产管理服务的供应商，业务性质也可概括为向房主收取每月本金与利息。公司成立于1988年，总部位于佛罗里达州西棕榈滩，在美国多地及菲律宾、印度都设有办公及支持运营点。
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。
ONIT vs RAMP — 直观对比
营收规模更大
ONIT
是对方的1.4倍
$212.2M
营收增速更快
ONIT
高出20.4%
8.6%
净利率更高
ONIT
高出25.1%
18.8%
两年增速更快
RAMP
近两年复合增速
10.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $290.0M | $212.2M |
| 净利润 | $127.2M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | — | 18.6% |
| 净利率 | 43.9% | 18.8% |
| 营收同比 | 29.0% | 8.6% |
| 净利润同比 | 552.7% | 255.7% |
| 每股收益（稀释后） | $14.53 | $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ONITRAMP
| Q4 25 | $290.0M | $212.2M | ||
| Q3 25 | $280.3M | $199.8M | ||
| Q2 25 | $246.6M | $194.8M | ||
| Q1 25 | $249.8M | $188.7M | ||
| Q4 24 | $224.8M | $195.4M | ||
| Q3 24 | $265.7M | $185.5M | ||
| Q2 24 | $246.4M | $176.0M | ||
| Q1 24 | $239.1M | $171.9M |
净利润ONITRAMP
| Q4 25 | $127.2M | $39.9M | ||
| Q3 25 | $18.7M | $27.4M | ||
| Q2 25 | $21.5M | $7.7M | ||
| Q1 25 | $22.1M | $-6.3M | ||
| Q4 24 | $-28.1M | $11.2M | ||
| Q3 24 | $21.4M | $1.7M | ||
| Q2 24 | $10.5M | $-7.5M | ||
| Q1 24 | $30.1M | $-5.4M |
毛利率ONITRAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率ONITRAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | 3.6% | -6.1% | ||
| Q4 24 | -14.9% | 7.5% | ||
| Q3 24 | 10.4% | 4.0% | ||
| Q2 24 | 5.5% | -3.0% | ||
| Q1 24 | 13.3% | -8.3% |
净利率ONITRAMP
| Q4 25 | 43.9% | 18.8% | ||
| Q3 25 | 6.7% | 13.7% | ||
| Q2 25 | 8.7% | 4.0% | ||
| Q1 25 | 8.8% | -3.3% | ||
| Q4 24 | -12.5% | 5.7% | ||
| Q3 24 | 8.1% | 0.9% | ||
| Q2 24 | 4.3% | -4.3% | ||
| Q1 24 | 12.6% | -3.1% |
每股收益（稀释后）ONITRAMP
| Q4 25 | $14.53 | $0.62 | ||
| Q3 25 | $2.03 | $0.42 | ||
| Q2 25 | $2.40 | $0.12 | ||
| Q1 25 | $2.50 | $-0.10 | ||
| Q4 24 | $-3.59 | $0.17 | ||
| Q3 24 | $2.65 | $0.03 | ||
| Q2 24 | $1.33 | $-0.11 | ||
| Q1 24 | $3.74 | $-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 | $180.5M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $627.9M | $962.3M |
| 总资产 | $16.2B | $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ONITRAMP
| Q4 25 | $180.5M | $403.4M | ||
| Q3 25 | $172.8M | $376.9M | ||
| Q2 25 | $194.3M | $371.1M | ||
| Q1 25 | $178.0M | $420.8M | ||
| Q4 24 | $184.8M | $384.3M | ||
| Q3 24 | $201.6M | $348.4M | ||
| Q2 24 | $203.1M | $342.7M | ||
| Q1 24 | $185.1M | $368.9M |
股东权益ONITRAMP
| Q4 25 | $627.9M | $962.3M | ||
| Q3 25 | $501.4M | $943.8M | ||
| Q2 25 | $481.9M | $947.8M | ||
| Q1 25 | $460.2M | $948.9M | ||
| Q4 24 | $442.9M | $957.7M | ||
| Q3 24 | $468.2M | $932.1M | ||
| Q2 24 | $446.2M | $951.9M | ||
| Q1 24 | $432.1M | $949.1M |
总资产ONITRAMP
| Q4 25 | $16.2B | $1.3B | ||
| Q3 25 | $16.1B | $1.2B | ||
| Q2 25 | $16.5B | $1.2B | ||
| Q1 25 | $16.3B | $1.3B | ||
| Q4 24 | $16.4B | $1.3B | ||
| Q3 24 | $13.2B | $1.2B | ||
| Q2 24 | $13.1B | $1.2B | ||
| Q1 24 | $13.1B | $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 | $-748.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-750.9M | — |
| 自由现金流率自由现金流/营收 | -258.9% | — |
| 资本支出强度资本支出/营收 | 1.0% | 0.1% |
| 现金转化率经营现金流/净利润 | -5.88× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ONITRAMP
| Q4 25 | $-748.0M | — | ||
| Q3 25 | $229.5M | $57.4M | ||
| Q2 25 | $-598.8M | $-15.8M | ||
| Q1 25 | $-148.1M | — | ||
| Q4 24 | $-573.8M | $45.1M | ||
| Q3 24 | $19.2M | $55.6M | ||
| Q2 24 | $-77.9M | $-9.3M | ||
| Q1 24 | $-297.1M | — |
自由现金流ONITRAMP
| Q4 25 | $-750.9M | — | ||
| Q3 25 | $228.8M | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | $-148.4M | — | ||
| Q4 24 | $-574.6M | $44.8M | ||
| Q3 24 | $19.1M | $55.4M | ||
| Q2 24 | $-78.0M | $-9.6M | ||
| Q1 24 | $-297.2M | — |
自由现金流率ONITRAMP
| Q4 25 | -258.9% | — | ||
| Q3 25 | 81.6% | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | -59.4% | — | ||
| Q4 24 | -255.6% | 22.9% | ||
| Q3 24 | 7.2% | 29.8% | ||
| Q2 24 | -31.7% | -5.4% | ||
| Q1 24 | -124.3% | — |
资本支出强度ONITRAMP
| Q4 25 | 1.0% | 0.1% | ||
| Q3 25 | 0.2% | 0.3% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.4% | 0.1% | ||
| Q3 24 | 0.0% | 0.1% | ||
| Q2 24 | 0.0% | 0.1% | ||
| Q1 24 | 0.0% | 1.0% |
现金转化率ONITRAMP
| Q4 25 | -5.88× | — | ||
| Q3 25 | 12.27× | 2.09× | ||
| Q2 25 | -27.85× | -2.04× | ||
| Q1 25 | -6.70× | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | 0.90× | 32.10× | ||
| Q2 24 | -7.42× | — | ||
| Q1 24 | -9.87× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
