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Side-by-side financial comparison of Powerfleet, Inc. (AIOT) and ORTHOPEDIATRICS CORP (KIDS). Click either name above to swap in a different company.
Powerfleet, Inc. is the larger business by last-quarter revenue ($113.5M vs $61.6M, roughly 1.8× ORTHOPEDIATRICS CORP). Powerfleet, Inc. runs the higher net margin — -3.0% vs -16.4%, a 13.4% gap on every dollar of revenue. On growth, ORTHOPEDIATRICS CORP posted the faster year-over-year revenue change (17.0% vs 6.6%). ORTHOPEDIATRICS CORP produced more free cash flow last quarter ($9.7M vs $4.9M). Over the past eight quarters, Powerfleet, Inc.'s revenue compounded faster (81.2% CAGR vs 17.4%).
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.
OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.
AIOT vs KIDS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $113.5M | $61.6M |
| Net Profit | $-3.4M | $-10.1M |
| Gross Margin | 55.2% | 73.2% |
| Operating Margin | 5.6% | -13.3% |
| Net Margin | -3.0% | -16.4% |
| Revenue YoY | 6.6% | 17.0% |
| Net Profit YoY | 76.6% | 37.1% |
| EPS (diluted) | $-0.03 | $-0.43 |
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 | $61.6M | ||
| Q3 25 | $111.7M | $61.3M | ||
| Q2 25 | $104.1M | $61.1M | ||
| Q1 25 | $103.6M | $52.4M | ||
| Q4 24 | $106.4M | $52.7M | ||
| Q3 24 | $77.0M | $54.6M | ||
| Q2 24 | $75.4M | $52.8M | ||
| Q1 24 | — | $44.7M |
| Q4 25 | $-3.4M | $-10.1M | ||
| Q3 25 | $-4.3M | $-11.8M | ||
| Q2 25 | $-10.2M | $-7.1M | ||
| Q1 25 | $-12.4M | $-10.7M | ||
| Q4 24 | $-14.3M | $-16.1M | ||
| Q3 24 | $-1.9M | $-7.9M | ||
| Q2 24 | $-22.3M | $-6.0M | ||
| Q1 24 | — | $-7.8M |
| Q4 25 | 55.2% | 73.2% | ||
| Q3 25 | 56.0% | 73.9% | ||
| Q2 25 | 54.2% | 72.1% | ||
| Q1 25 | 52.8% | 73.0% | ||
| Q4 24 | 55.2% | 67.5% | ||
| Q3 24 | 53.7% | 73.4% | ||
| Q2 24 | 52.6% | 77.3% | ||
| Q1 24 | — | 72.0% |
| Q4 25 | 5.6% | -13.3% | ||
| Q3 25 | 3.8% | -15.4% | ||
| Q2 25 | -2.0% | -17.4% | ||
| Q1 25 | -6.7% | -21.0% | ||
| Q4 24 | -1.2% | -26.7% | ||
| Q3 24 | 0.7% | -10.2% | ||
| Q2 24 | -24.2% | -10.7% | ||
| Q1 24 | — | -21.8% |
| Q4 25 | -3.0% | -16.4% | ||
| Q3 25 | -3.8% | -19.2% | ||
| Q2 25 | -9.8% | -11.6% | ||
| Q1 25 | -12.0% | -20.3% | ||
| Q4 24 | -13.5% | -30.5% | ||
| Q3 24 | -2.5% | -14.5% | ||
| Q2 24 | -29.6% | -11.4% | ||
| Q1 24 | — | -17.5% |
| Q4 25 | $-0.03 | $-0.43 | ||
| Q3 25 | $-0.03 | $-0.50 | ||
| Q2 25 | $-0.08 | $-0.30 | ||
| Q1 25 | $-0.09 | $-0.46 | ||
| Q4 24 | $-0.11 | $-0.70 | ||
| Q3 24 | $-0.02 | $-0.34 | ||
| Q2 24 | $-0.21 | $-0.26 | ||
| Q1 24 | — | $-0.34 |
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 | $60.9M |
| Total DebtLower is stronger | $237.8M | $106.0M |
| Stockholders' EquityBook value | $485.0M | $346.6M |
| Total Assets | $959.5M | $508.6M |
| Debt / EquityLower = less leverage | 0.49× | 0.31× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $31.2M | $60.9M | ||
| Q3 25 | $27.9M | $57.7M | ||
| Q2 25 | $31.2M | $70.1M | ||
| Q1 25 | $44.4M | $58.8M | ||
| Q4 24 | $33.6M | $68.8M | ||
| Q3 24 | $26.0M | $76.1M | ||
| Q2 24 | $30.2M | $28.9M | ||
| Q1 24 | — | $47.7M |
| Q4 25 | $237.8M | $106.0M | ||
| Q3 25 | $238.2M | $105.3M | ||
| Q2 25 | $239.0M | $102.7M | ||
| Q1 25 | $237.5M | $77.4M | ||
| Q4 24 | $238.5M | $77.5M | ||
| Q3 24 | $113.6M | $76.9M | ||
| Q2 24 | $113.7M | $11.2M | ||
| Q1 24 | — | $11.3M |
| Q4 25 | $485.0M | $346.6M | ||
| Q3 25 | $468.8M | $349.3M | ||
| Q2 25 | $460.7M | $355.5M | ||
| Q1 25 | $446.6M | $347.1M | ||
| Q4 24 | $458.4M | $354.6M | ||
| Q3 24 | $451.0M | $370.9M | ||
| Q2 24 | $390.4M | $371.3M | ||
| Q1 24 | — | $370.6M |
| Q4 25 | $959.5M | $508.6M | ||
| Q3 25 | $936.9M | $493.5M | ||
| Q2 25 | $930.8M | $503.6M | ||
| Q1 25 | $910.1M | $470.3M | ||
| Q4 24 | $908.7M | $473.2M | ||
| Q3 24 | $748.3M | $489.3M | ||
| Q2 24 | $684.9M | $430.8M | ||
| Q1 24 | — | $437.2M |
| Q4 25 | 0.49× | 0.31× | ||
| Q3 25 | 0.51× | 0.30× | ||
| Q2 25 | 0.52× | 0.29× | ||
| Q1 25 | 0.53× | 0.22× | ||
| Q4 24 | 0.52× | 0.22× | ||
| Q3 24 | 0.25× | 0.21× | ||
| Q2 24 | 0.29× | 0.03× | ||
| Q1 24 | — | 0.03× |
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 | $10.3M |
| Free Cash FlowOCF − Capex | $4.9M | $9.7M |
| FCF MarginFCF / Revenue | 4.4% | 15.8% |
| Capex IntensityCapex / Revenue | 4.6% | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $12.9M | $-16.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $10.2M | $10.3M | ||
| Q3 25 | $5.5M | $-581.0K | ||
| Q2 25 | $4.7M | $-10.5M | ||
| Q1 25 | $13.5M | $-4.2M | ||
| Q4 24 | $-6.1M | $-4.0M | ||
| Q3 24 | $-3.2M | $-10.3M | ||
| Q2 24 | $-7.6M | $-6.1M | ||
| Q1 24 | — | $-6.7M |
| Q4 25 | $4.9M | $9.7M | ||
| Q3 25 | $1.2M | $-3.4M | ||
| Q2 25 | $-3.4M | $-13.9M | ||
| Q1 25 | $10.1M | $-8.4M | ||
| Q4 24 | $-12.2M | $-4.2M | ||
| Q3 24 | $-8.0M | $-11.7M | ||
| Q2 24 | $-13.2M | $-12.8M | ||
| Q1 24 | — | $-13.2M |
| Q4 25 | 4.4% | 15.8% | ||
| Q3 25 | 1.1% | -5.6% | ||
| Q2 25 | -3.3% | -22.8% | ||
| Q1 25 | 9.8% | -16.0% | ||
| Q4 24 | -11.5% | -8.1% | ||
| Q3 24 | -10.4% | -21.4% | ||
| Q2 24 | -17.5% | -24.2% | ||
| Q1 24 | — | -29.4% |
| Q4 25 | 4.6% | 1.0% | ||
| Q3 25 | 3.9% | 4.6% | ||
| Q2 25 | 7.8% | 5.6% | ||
| Q1 25 | 3.3% | 8.1% | ||
| Q4 24 | 5.8% | 0.5% | ||
| Q3 24 | 6.3% | 2.5% | ||
| Q2 24 | 7.4% | 12.7% | ||
| Q1 24 | — | 14.5% |
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% |
KIDS
Segment breakdown not available.
