vs
Side-by-side financial comparison of Powerfleet, Inc. (AIOT) and Donnelley Financial Solutions, Inc. (DFIN). Click either name above to swap in a different company.
Donnelley Financial Solutions, Inc. is the larger business by last-quarter revenue ($172.5M vs $113.5M, roughly 1.5× Powerfleet, Inc.). Donnelley Financial Solutions, Inc. runs the higher net margin — 3.6% vs -3.0%, a 6.6% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 6.6%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $4.9M). Over the past eight quarters, Powerfleet, Inc.'s revenue compounded faster (81.2% CAGR vs -7.9%).
Powerfleet, Inc. is an American company headquartered in Woodcliff Lake, New Jersey, that operates as a global provider of IoT and M2M solutions for securing, controlling, and tracking high-value enterprise assets. The company is a provider in the international telematics industry, providing fleet management, asset tracking, freight visibility, and driver behavior monitoring for industrial trucks, vehicle fleets, and shipping containers.
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
AIOT vs DFIN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $113.5M | $172.5M |
| Net Profit | $-3.4M | $6.2M |
| Gross Margin | 55.2% | — |
| Operating Margin | 5.6% | 8.3% |
| Net Margin | -3.0% | 3.6% |
| Revenue YoY | 6.6% | 10.4% |
| Net Profit YoY | 76.6% | -1.6% |
| EPS (diluted) | $-0.03 | $0.31 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $113.5M | $172.5M | ||
| Q3 25 | $111.7M | $175.3M | ||
| Q2 25 | $104.1M | $218.1M | ||
| Q1 25 | $103.6M | $201.1M | ||
| Q4 24 | $106.4M | $156.3M | ||
| Q3 24 | $77.0M | $179.5M | ||
| Q2 24 | $75.4M | $242.7M | ||
| Q1 24 | — | $203.4M |
| Q4 25 | $-3.4M | $6.2M | ||
| Q3 25 | $-4.3M | $-40.9M | ||
| Q2 25 | $-10.2M | $36.1M | ||
| Q1 25 | $-12.4M | $31.0M | ||
| Q4 24 | $-14.3M | $6.3M | ||
| Q3 24 | $-1.9M | $8.7M | ||
| Q2 24 | $-22.3M | $44.1M | ||
| Q1 24 | — | $33.3M |
| Q4 25 | 55.2% | — | ||
| Q3 25 | 56.0% | — | ||
| Q2 25 | 54.2% | — | ||
| Q1 25 | 52.8% | — | ||
| Q4 24 | 55.2% | — | ||
| Q3 24 | 53.7% | — | ||
| Q2 24 | 52.6% | — | ||
| Q1 24 | — | — |
| Q4 25 | 5.6% | 8.3% | ||
| Q3 25 | 3.8% | 16.1% | ||
| Q2 25 | -2.0% | 24.2% | ||
| Q1 25 | -6.7% | 22.8% | ||
| Q4 24 | -1.2% | 6.0% | ||
| Q3 24 | 0.7% | 10.1% | ||
| Q2 24 | -24.2% | 26.6% | ||
| Q1 24 | — | 21.9% |
| Q4 25 | -3.0% | 3.6% | ||
| Q3 25 | -3.8% | -23.3% | ||
| Q2 25 | -9.8% | 16.6% | ||
| Q1 25 | -12.0% | 15.4% | ||
| Q4 24 | -13.5% | 4.0% | ||
| Q3 24 | -2.5% | 4.8% | ||
| Q2 24 | -29.6% | 18.2% | ||
| Q1 24 | — | 16.4% |
| Q4 25 | $-0.03 | $0.31 | ||
| Q3 25 | $-0.03 | $-1.49 | ||
| Q2 25 | $-0.08 | $1.28 | ||
| Q1 25 | $-0.09 | $1.05 | ||
| Q4 24 | $-0.11 | $0.21 | ||
| Q3 24 | $-0.02 | $0.29 | ||
| Q2 24 | $-0.21 | $1.47 | ||
| Q1 24 | — | $1.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $31.2M | $24.5M |
| Total DebtLower is stronger | $237.8M | $171.3M |
| Stockholders' EquityBook value | $485.0M | $379.2M |
| Total Assets | $959.5M | $800.4M |
| Debt / EquityLower = less leverage | 0.49× | 0.45× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $31.2M | $24.5M | ||
| Q3 25 | $27.9M | $22.7M | ||
| Q2 25 | $31.2M | $33.8M | ||
| Q1 25 | $44.4M | $16.2M | ||
| Q4 24 | $33.6M | $57.3M | ||
| Q3 24 | $26.0M | $33.6M | ||
| Q2 24 | $30.2M | $35.0M | ||
| Q1 24 | — | $43.7M |
| Q4 25 | $237.8M | $171.3M | ||
| Q3 25 | $238.2M | $154.7M | ||
| Q2 25 | $239.0M | $190.1M | ||
| Q1 25 | $237.5M | $189.5M | ||
| Q4 24 | $238.5M | $124.7M | ||
| Q3 24 | $113.6M | — | ||
| Q2 24 | $113.7M | — | ||
| Q1 24 | — | — |
| Q4 25 | $485.0M | $379.2M | ||
| Q3 25 | $468.8M | $423.1M | ||
| Q2 25 | $460.7M | $432.1M | ||
| Q1 25 | $446.6M | $419.9M | ||
| Q4 24 | $458.4M | $436.1M | ||
| Q3 24 | $451.0M | $444.5M | ||
| Q2 24 | $390.4M | $441.5M | ||
| Q1 24 | — | $408.9M |
| Q4 25 | $959.5M | $800.4M | ||
| Q3 25 | $936.9M | $816.3M | ||
| Q2 25 | $930.8M | $874.7M | ||
| Q1 25 | $910.1M | $852.8M | ||
| Q4 24 | $908.7M | $841.6M | ||
| Q3 24 | $748.3M | $843.6M | ||
| Q2 24 | $684.9M | $882.9M | ||
| Q1 24 | — | $867.8M |
| Q4 25 | 0.49× | 0.45× | ||
| Q3 25 | 0.51× | 0.37× | ||
| Q2 25 | 0.52× | 0.44× | ||
| Q1 25 | 0.53× | 0.45× | ||
| Q4 24 | 0.52× | 0.29× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.29× | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $10.2M | $59.8M |
| Free Cash FlowOCF − Capex | $4.9M | $47.9M |
| FCF MarginFCF / Revenue | 4.4% | 27.8% |
| Capex IntensityCapex / Revenue | 4.6% | 6.9% |
| Cash ConversionOCF / Net Profit | — | 9.65× |
| TTM Free Cash FlowTrailing 4 quarters | $12.9M | $107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $10.2M | $59.8M | ||
| Q3 25 | $5.5M | $74.4M | ||
| Q2 25 | $4.7M | $68.4M | ||
| Q1 25 | $13.5M | $-37.7M | ||
| Q4 24 | $-6.1M | $56.4M | ||
| Q3 24 | $-3.2M | $86.4M | ||
| Q2 24 | $-7.6M | $56.2M | ||
| Q1 24 | — | $-27.9M |
| Q4 25 | $4.9M | $47.9M | ||
| Q3 25 | $1.2M | $59.2M | ||
| Q2 25 | $-3.4M | $51.7M | ||
| Q1 25 | $10.1M | $-51.0M | ||
| Q4 24 | $-12.2M | $41.3M | ||
| Q3 24 | $-8.0M | $67.3M | ||
| Q2 24 | $-13.2M | $36.8M | ||
| Q1 24 | — | $-40.2M |
| Q4 25 | 4.4% | 27.8% | ||
| Q3 25 | 1.1% | 33.8% | ||
| Q2 25 | -3.3% | 23.7% | ||
| Q1 25 | 9.8% | -25.4% | ||
| Q4 24 | -11.5% | 26.4% | ||
| Q3 24 | -10.4% | 37.5% | ||
| Q2 24 | -17.5% | 15.2% | ||
| Q1 24 | — | -19.8% |
| Q4 25 | 4.6% | 6.9% | ||
| Q3 25 | 3.9% | 8.7% | ||
| Q2 25 | 7.8% | 7.7% | ||
| Q1 25 | 3.3% | 6.6% | ||
| Q4 24 | 5.8% | 9.7% | ||
| Q3 24 | 6.3% | 10.6% | ||
| Q2 24 | 7.4% | 8.0% | ||
| Q1 24 | — | 6.0% |
| Q4 25 | — | 9.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | -1.22× | ||
| Q4 24 | — | 8.95× | ||
| Q3 24 | — | 9.93× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | -0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AIOT
| Services | $91.1M | 80% |
| Products | $22.4M | 20% |
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
