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LiveRamp Holdings, Inc.（RAMP）与ROGERS CORP（ROG）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ROGERS CORP的1.1倍（$212.2M vs $200.5M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 2.2%，领先16.5%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 5.2%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
RAMP vs ROG — 直观对比
营收规模更大
RAMP
是对方的1.1倍
$200.5M
营收增速更快
RAMP
高出3.3%
5.2%
净利率更高
RAMP
高出16.5%
2.2%
两年增速更快
RAMP
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $212.2M | $200.5M |
| 净利润 | $39.9M | $4.5M |
| 毛利率 | 71.9% | 32.2% |
| 营业利润率 | 18.6% | — |
| 净利率 | 18.8% | 2.2% |
| 营收同比 | 8.6% | 5.2% |
| 净利润同比 | 255.7% | 421.4% |
| 每股收益（稀释后） | $0.62 | $0.25 |
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RAMPROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $212.2M | $201.5M | ||
| Q3 25 | $199.8M | $216.0M | ||
| Q2 25 | $194.8M | $202.8M | ||
| Q1 25 | $188.7M | $190.5M | ||
| Q4 24 | $195.4M | $192.2M | ||
| Q3 24 | $185.5M | $210.3M | ||
| Q2 24 | $176.0M | $214.2M |
净利润RAMPROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $39.9M | $4.6M | ||
| Q3 25 | $27.4M | $8.6M | ||
| Q2 25 | $7.7M | $-73.6M | ||
| Q1 25 | $-6.3M | $-1.4M | ||
| Q4 24 | $11.2M | $-500.0K | ||
| Q3 24 | $1.7M | $10.7M | ||
| Q2 24 | $-7.5M | $8.1M |
毛利率RAMPROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 71.9% | 31.5% | ||
| Q3 25 | 70.2% | 33.5% | ||
| Q2 25 | 70.1% | 31.6% | ||
| Q1 25 | 69.3% | 29.9% | ||
| Q4 24 | 71.9% | 32.1% | ||
| Q3 24 | 72.4% | 35.2% | ||
| Q2 24 | 70.6% | 34.1% |
营业利润率RAMPROG
| Q1 26 | — | — | ||
| Q4 25 | 18.6% | 3.5% | ||
| Q3 25 | 10.7% | 7.3% | ||
| Q2 25 | 3.7% | -33.3% | ||
| Q1 25 | -6.1% | -0.2% | ||
| Q4 24 | 7.5% | -6.6% | ||
| Q3 24 | 4.0% | 6.9% | ||
| Q2 24 | -3.0% | 5.3% |
净利率RAMPROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 18.8% | 2.3% | ||
| Q3 25 | 13.7% | 4.0% | ||
| Q2 25 | 4.0% | -36.3% | ||
| Q1 25 | -3.3% | -0.7% | ||
| Q4 24 | 5.7% | -0.3% | ||
| Q3 24 | 0.9% | 5.1% | ||
| Q2 24 | -4.3% | 3.8% |
每股收益（稀释后）RAMPROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.62 | $0.20 | ||
| Q3 25 | $0.42 | $0.48 | ||
| Q2 25 | $0.12 | $-4.00 | ||
| Q1 25 | $-0.10 | $-0.08 | ||
| Q4 24 | $0.17 | $-0.04 | ||
| Q3 24 | $0.03 | $0.58 | ||
| Q2 24 | $-0.11 | $0.44 |
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 | $403.4M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $962.3M | $1.2B |
| 总资产 | $1.3B | $1.4B |
| 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RAMPROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $403.4M | $197.0M | ||
| Q3 25 | $376.9M | $167.8M | ||
| Q2 25 | $371.1M | $157.2M | ||
| Q1 25 | $420.8M | $175.6M | ||
| Q4 24 | $384.3M | $159.8M | ||
| Q3 24 | $348.4M | $146.4M | ||
| Q2 24 | $342.7M | $119.9M |
股东权益RAMPROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $962.3M | $1.2B | ||
| Q3 25 | $943.8M | $1.2B | ||
| Q2 25 | $947.8M | $1.2B | ||
| Q1 25 | $948.9M | $1.3B | ||
| Q4 24 | $957.7M | $1.3B | ||
| Q3 24 | $932.1M | $1.3B | ||
| Q2 24 | $951.9M | $1.3B |
总资产RAMPROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.2B | $1.5B |
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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | 0.1% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流RAMPROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | $57.4M | $28.9M | ||
| Q2 25 | $-15.8M | $13.7M | ||
| Q1 25 | — | $11.7M | ||
| Q4 24 | $45.1M | $33.7M | ||
| Q3 24 | $55.6M | $42.4M | ||
| Q2 24 | $-9.3M | $22.9M |
自由现金流RAMPROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | $56.8M | $21.2M | ||
| Q2 25 | $-16.2M | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | $44.8M | $18.3M | ||
| Q3 24 | $55.4M | $25.2M | ||
| Q2 24 | $-9.6M | $8.8M |
自由现金流率RAMPROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | 28.4% | 9.8% | ||
| Q2 25 | -8.3% | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | 22.9% | 9.5% | ||
| Q3 24 | 29.8% | 12.0% | ||
| Q2 24 | -5.4% | 4.1% |
资本支出强度RAMPROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.1% | 2.3% | ||
| Q3 25 | 0.3% | 3.6% | ||
| Q2 25 | 0.2% | 4.0% | ||
| Q1 25 | 0.2% | 5.0% | ||
| Q4 24 | 0.1% | 8.0% | ||
| Q3 24 | 0.1% | 8.2% | ||
| Q2 24 | 0.1% | 6.6% |
现金转化率RAMPROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 2.09× | 3.36× | ||
| Q2 25 | -2.04× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.02× | — | ||
| Q3 24 | 32.10× | 3.96× | ||
| Q2 24 | — | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
