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RAMBUS INC（RMBS）与Ranger Energy Services, Inc.（RNGR）财务数据对比。点击上方公司名可切换其他公司
RAMBUS INC的季度营收约是Ranger Energy Services, Inc.的1.3倍（$180.2M vs $142.2M），RAMBUS INC净利率更高（33.2% vs 2.3%，领先31.0%），RAMBUS INC同比增速更快（8.1% vs -0.6%），过去两年RAMBUS INC的营收复合增速更高（16.8% vs 1.9%）
Rambus Inc.是创立于1990年的美国科技企业，专注于芯片接口技术与架构的设计、研发及授权，相关技术广泛应用于各类数字电子产品。公司因发明RDRAM内存技术而闻名，在知识产权领域拥有深厚积累。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
RMBS vs RNGR — 直观对比
营收规模更大
RMBS
是对方的1.3倍
$142.2M
营收增速更快
RMBS
高出8.7%
-0.6%
净利率更高
RMBS
高出31.0%
2.3%
两年增速更快
RMBS
近两年复合增速
1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $180.2M | $142.2M |
| 净利润 | $59.9M | $3.2M |
| 毛利率 | 79.7% | — |
| 营业利润率 | 34.3% | 2.3% |
| 净利率 | 33.2% | 2.3% |
| 营收同比 | 8.1% | -0.6% |
| 净利润同比 | -7.3% | -44.8% |
| 每股收益（稀释后） | $0.55 | $0.14 |
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RMBSRNGR
| Q1 26 | $180.2M | — | ||
| Q4 25 | $190.2M | $142.2M | ||
| Q3 25 | $178.5M | $128.9M | ||
| Q2 25 | $172.2M | $140.6M | ||
| Q1 25 | $166.7M | $135.2M | ||
| Q4 24 | $161.1M | $143.1M | ||
| Q3 24 | $145.5M | $153.0M | ||
| Q2 24 | $132.1M | $138.1M |
净利润RMBSRNGR
| Q1 26 | $59.9M | — | ||
| Q4 25 | $63.8M | $3.2M | ||
| Q3 25 | $48.4M | $1.2M | ||
| Q2 25 | $57.9M | $7.3M | ||
| Q1 25 | $60.3M | $600.0K | ||
| Q4 24 | $62.2M | $5.8M | ||
| Q3 24 | $48.7M | $8.7M | ||
| Q2 24 | $36.1M | $4.7M |
毛利率RMBSRNGR
| Q1 26 | 79.7% | — | ||
| Q4 25 | 78.9% | — | ||
| Q3 25 | 79.5% | — | ||
| Q2 25 | 79.8% | — | ||
| Q1 25 | 80.3% | — | ||
| Q4 24 | 80.4% | — | ||
| Q3 24 | 80.7% | — | ||
| Q2 24 | 79.7% | — |
营业利润率RMBSRNGR
| Q1 26 | 34.3% | — | ||
| Q4 25 | 37.2% | 2.3% | ||
| Q3 25 | 35.4% | 2.0% | ||
| Q2 25 | 36.6% | 6.1% | ||
| Q1 25 | 37.9% | 0.7% | ||
| Q4 24 | 35.9% | 6.2% | ||
| Q3 24 | 37.6% | 8.4% | ||
| Q2 24 | 30.5% | 5.3% |
净利率RMBSRNGR
| Q1 26 | 33.2% | — | ||
| Q4 25 | 33.6% | 2.3% | ||
| Q3 25 | 27.1% | 0.9% | ||
| Q2 25 | 33.6% | 5.2% | ||
| Q1 25 | 36.2% | 0.4% | ||
| Q4 24 | 38.6% | 4.1% | ||
| Q3 24 | 33.4% | 5.7% | ||
| Q2 24 | 27.3% | 3.4% |
每股收益（稀释后）RMBSRNGR
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.58 | $0.14 | ||
| Q3 25 | $0.44 | $0.05 | ||
| Q2 25 | $0.53 | $0.32 | ||
| Q1 25 | $0.56 | $0.03 | ||
| Q4 24 | $0.57 | $0.24 | ||
| Q3 24 | $0.45 | $0.39 | ||
| Q2 24 | $0.33 | $0.21 |
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 | $134.3M | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $300.1M |
| 总资产 | $1.5B | $419.3M |
| 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RMBSRNGR
| Q1 26 | $134.3M | — | ||
| Q4 25 | $182.8M | $10.3M | ||
| Q3 25 | $79.2M | $45.2M | ||
| Q2 25 | $87.8M | $48.9M | ||
| Q1 25 | $132.2M | $40.3M | ||
| Q4 24 | $99.8M | $40.9M | ||
| Q3 24 | $114.0M | $14.8M | ||
| Q2 24 | $124.6M | $8.7M |
总债务RMBSRNGR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益RMBSRNGR
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $300.1M | ||
| Q3 25 | $1.3B | $270.0M | ||
| Q2 25 | $1.2B | $276.9M | ||
| Q1 25 | $1.2B | $272.6M | ||
| Q4 24 | $1.1B | $273.8M | ||
| Q3 24 | $1.0B | $267.6M | ||
| Q2 24 | $1.0B | $260.5M |
总资产RMBSRNGR
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $419.3M | ||
| Q3 25 | $1.4B | $372.8M | ||
| Q2 25 | $1.5B | $381.7M | ||
| Q1 25 | $1.4B | $376.5M | ||
| Q4 24 | $1.3B | $381.6M | ||
| Q3 24 | $1.3B | $373.9M | ||
| Q2 24 | $1.3B | $359.6M |
负债/权益比RMBSRNGR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $24.1M |
| 自由现金流经营现金流 - 资本支出 | — | $17.1M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | — | $42.9M |
8季度趋势，按日历期对齐
经营现金流RMBSRNGR
| Q1 26 | — | — | ||
| Q4 25 | $99.8M | $24.1M | ||
| Q3 25 | $88.4M | $13.6M | ||
| Q2 25 | $94.4M | $20.7M | ||
| Q1 25 | $77.4M | $10.6M | ||
| Q4 24 | $59.0M | $32.7M | ||
| Q3 24 | $62.1M | $17.7M | ||
| Q2 24 | $70.4M | $22.1M |
自由现金流RMBSRNGR
| Q1 26 | — | — | ||
| Q4 25 | $93.3M | $17.1M | ||
| Q3 25 | $82.5M | $8.0M | ||
| Q2 25 | $87.9M | $14.4M | ||
| Q1 25 | $69.5M | $3.4M | ||
| Q4 24 | $52.5M | $27.3M | ||
| Q3 24 | $52.2M | $10.8M | ||
| Q2 24 | $59.1M | $6.8M |
自由现金流率RMBSRNGR
| Q1 26 | — | — | ||
| Q4 25 | 49.0% | 12.0% | ||
| Q3 25 | 46.2% | 6.2% | ||
| Q2 25 | 51.0% | 10.2% | ||
| Q1 25 | 41.7% | 2.5% | ||
| Q4 24 | 32.6% | 19.1% | ||
| Q3 24 | 35.9% | 7.1% | ||
| Q2 24 | 44.7% | 4.9% |
资本支出强度RMBSRNGR
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 4.9% | ||
| Q3 25 | 3.3% | 4.3% | ||
| Q2 25 | 3.8% | 4.5% | ||
| Q1 25 | 4.7% | 5.3% | ||
| Q4 24 | 4.0% | 3.8% | ||
| Q3 24 | 6.8% | 4.5% | ||
| Q2 24 | 8.6% | 11.1% |
现金转化率RMBSRNGR
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 7.53× | ||
| Q3 25 | 1.83× | 11.33× | ||
| Q2 25 | 1.63× | 2.84× | ||
| Q1 25 | 1.28× | 17.67× | ||
| Q4 24 | 0.95× | 5.64× | ||
| Q3 24 | 1.28× | 2.03× | ||
| Q2 24 | 1.95× | 4.70× |
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
RMBS
| Product revenue | $88.0M | 49% |
| Royalties | $69.6M | 39% |
| Contract and other revenue | $22.6M | 13% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
