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PHIBRO ANIMAL HEALTH CORP（PAHC）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
PHIBRO ANIMAL HEALTH CORP的季度营收约是LiveRamp Holdings, Inc.的1.8倍（$373.9M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 7.3%，领先11.4%），PHIBRO ANIMAL HEALTH CORP同比增速更快（20.9% vs 8.6%），过去两年PHIBRO ANIMAL HEALTH CORP的营收复合增速更高（19.2% vs 11.1%）
菲宝罗动物保健公司是一家美国动物健康与矿物质营养企业，主营产品涵盖抗菌药、抗球虫药、驱虫药，以及畜禽营养补充剂、疫苗等。公司下设矿物质营养、功能材料、动物健康三大业务板块，收入主要来源于上述板块，业务遍及美国、拉美、加拿大、欧洲、中东、非洲及亚太地区。
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。
PAHC vs RAMP — 直观对比
营收规模更大
PAHC
是对方的1.8倍
$212.2M
营收增速更快
PAHC
高出12.3%
8.6%
净利率更高
RAMP
高出11.4%
7.3%
两年增速更快
PAHC
近两年复合增速
11.1%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $373.9M | $212.2M |
| 净利润 | $27.5M | $39.9M |
| 毛利率 | 35.5% | 71.9% |
| 营业利润率 | 13.5% | 18.6% |
| 净利率 | 7.3% | 18.8% |
| 营收同比 | 20.9% | 8.6% |
| 净利润同比 | 762.1% | 255.7% |
| 每股收益（稀释后） | $0.67 | $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PAHCRAMP
| Q4 25 | $373.9M | $212.2M | ||
| Q3 25 | $363.9M | $199.8M | ||
| Q2 25 | $378.7M | $194.8M | ||
| Q1 25 | $347.8M | $188.7M | ||
| Q4 24 | $309.3M | $195.4M | ||
| Q3 24 | $260.4M | $185.5M | ||
| Q2 24 | $273.2M | $176.0M | ||
| Q1 24 | $263.2M | $171.9M |
净利润PAHCRAMP
| Q4 25 | $27.5M | $39.9M | ||
| Q3 25 | $26.5M | $27.4M | ||
| Q2 25 | $17.2M | $7.7M | ||
| Q1 25 | $20.9M | $-6.3M | ||
| Q4 24 | $3.2M | $11.2M | ||
| Q3 24 | $7.0M | $1.7M | ||
| Q2 24 | $752.0K | $-7.5M | ||
| Q1 24 | $8.4M | $-5.4M |
毛利率PAHCRAMP
| Q4 25 | 35.5% | 71.9% | ||
| Q3 25 | 32.9% | 70.2% | ||
| Q2 25 | 29.0% | 70.1% | ||
| Q1 25 | 30.1% | 69.3% | ||
| Q4 24 | 32.9% | 71.9% | ||
| Q3 24 | 32.1% | 72.4% | ||
| Q2 24 | 31.9% | 70.6% | ||
| Q1 24 | 30.2% | 72.2% |
营业利润率PAHCRAMP
| Q4 25 | 13.5% | 18.6% | ||
| Q3 25 | 14.1% | 10.7% | ||
| Q2 25 | 8.9% | 3.7% | ||
| Q1 25 | 9.6% | -6.1% | ||
| Q4 24 | 8.3% | 7.5% | ||
| Q3 24 | 6.8% | 4.0% | ||
| Q2 24 | 6.7% | -3.0% | ||
| Q1 24 | 7.6% | -8.3% |
净利率PAHCRAMP
| Q4 25 | 7.3% | 18.8% | ||
| Q3 25 | 7.3% | 13.7% | ||
| Q2 25 | 4.5% | 4.0% | ||
| Q1 25 | 6.0% | -3.3% | ||
| Q4 24 | 1.0% | 5.7% | ||
| Q3 24 | 2.7% | 0.9% | ||
| Q2 24 | 0.3% | -4.3% | ||
| Q1 24 | 3.2% | -3.1% |
每股收益（稀释后）PAHCRAMP
| Q4 25 | $0.67 | $0.62 | ||
| Q3 25 | $0.65 | $0.42 | ||
| Q2 25 | $0.43 | $0.12 | ||
| Q1 25 | $0.51 | $-0.10 | ||
| Q4 24 | $0.08 | $0.17 | ||
| Q3 24 | $0.17 | $0.03 | ||
| Q2 24 | $0.02 | $-0.11 | ||
| Q1 24 | $0.21 | $-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 | $74.5M | $403.4M |
| 总债务越低越好 | $624.2M | — |
| 股东权益账面价值 | $332.4M | $962.3M |
| 总资产 | $1.4B | $1.3B |
| 负债/权益比越低杠杆越低 | 1.88× | — |
8季度趋势，按日历期对齐
现金及短期投资PAHCRAMP
| Q4 25 | $74.5M | $403.4M | ||
| Q3 25 | $85.3M | $376.9M | ||
| Q2 25 | $77.0M | $371.1M | ||
| Q1 25 | $70.4M | $420.8M | ||
| Q4 24 | $67.1M | $384.3M | ||
| Q3 24 | $89.8M | $348.4M | ||
| Q2 24 | $114.6M | $342.7M | ||
| Q1 24 | $98.7M | $368.9M |
总债务PAHCRAMP
| Q4 25 | $624.2M | — | ||
| Q3 25 | $628.0M | — | ||
| Q2 25 | $631.7M | — | ||
| Q1 25 | $635.4M | — | ||
| Q4 24 | $639.1M | — | ||
| Q3 24 | $295.2M | — | ||
| Q2 24 | $312.1M | — | ||
| Q1 24 | — | — |
股东权益PAHCRAMP
| Q4 25 | $332.4M | $962.3M | ||
| Q3 25 | $311.7M | $943.8M | ||
| Q2 25 | $285.7M | $947.8M | ||
| Q1 25 | $266.0M | $948.9M | ||
| Q4 24 | $246.8M | $957.7M | ||
| Q3 24 | $258.5M | $932.1M | ||
| Q2 24 | $256.6M | $951.9M | ||
| Q1 24 | $270.1M | $949.1M |
总资产PAHCRAMP
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $966.3M | $1.2B | ||
| Q2 24 | $982.2M | $1.2B | ||
| Q1 24 | $979.0M | $1.2B |
负债/权益比PAHCRAMP
| Q4 25 | 1.88× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 2.21× | — | ||
| Q1 25 | 2.39× | — | ||
| Q4 24 | 2.59× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.22× | — | ||
| 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 | $19.4M | — |
| 自由现金流经营现金流 - 资本支出 | $8.3M | — |
| 自由现金流率自由现金流/营收 | 2.2% | — |
| 资本支出强度资本支出/营收 | 3.0% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.70× | — |
| 过去12个月自由现金流最近4个季度 | $47.3M | — |
8季度趋势，按日历期对齐
经营现金流PAHCRAMP
| Q4 25 | $19.4M | — | ||
| Q3 25 | $9.3M | $57.4M | ||
| Q2 25 | $21.3M | $-15.8M | ||
| Q1 25 | $43.2M | — | ||
| Q4 24 | $3.1M | $45.1M | ||
| Q3 24 | $12.6M | $55.6M | ||
| Q2 24 | $28.4M | $-9.3M | ||
| Q1 24 | $11.4M | — |
自由现金流PAHCRAMP
| Q4 25 | $8.3M | — | ||
| Q3 25 | $-4.5M | $56.8M | ||
| Q2 25 | $8.1M | $-16.2M | ||
| Q1 25 | $35.4M | — | ||
| Q4 24 | $-4.7M | $44.8M | ||
| Q3 24 | $3.0M | $55.4M | ||
| Q2 24 | $15.4M | $-9.6M | ||
| Q1 24 | $1.7M | — |
自由现金流率PAHCRAMP
| Q4 25 | 2.2% | — | ||
| Q3 25 | -1.2% | 28.4% | ||
| Q2 25 | 2.1% | -8.3% | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | -1.5% | 22.9% | ||
| Q3 24 | 1.2% | 29.8% | ||
| Q2 24 | 5.6% | -5.4% | ||
| Q1 24 | 0.6% | — |
资本支出强度PAHCRAMP
| Q4 25 | 3.0% | 0.1% | ||
| Q3 25 | 3.8% | 0.3% | ||
| Q2 25 | 3.5% | 0.2% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 2.5% | 0.1% | ||
| Q3 24 | 3.7% | 0.1% | ||
| Q2 24 | 4.8% | 0.1% | ||
| Q1 24 | 3.7% | 1.0% |
现金转化率PAHCRAMP
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.35× | 2.09× | ||
| Q2 25 | 1.24× | -2.04× | ||
| Q1 25 | 2.07× | — | ||
| Q4 24 | 0.97× | 4.02× | ||
| Q3 24 | 1.81× | 32.10× | ||
| Q2 24 | 37.80× | — | ||
| Q1 24 | 1.36× | — |
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
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
RAMP
暂无分部数据
