vs
Powerfleet, Inc.（AIOT）与APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）财务数据对比。点击上方公司名可切换其他公司
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是Powerfleet, Inc.的10.2倍（$1.2B vs $113.5M）。APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs -3.0%，领先11.2%）。APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 6.6%）。APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $4.9M）。过去两年Powerfleet, Inc.的营收复合增速更高（3.3% vs 0.7%）
Powerfleet Inc.是一家总部位于美国新泽西州伍德克利夫湖的企业，作为全球供应商向市场提供物联网与机器对机器解决方案，助力企业保护、管控及追踪高价值资产。公司是国际车联网行业的知名服务商，可为工业车辆、车队及货运集装箱提供车队管理、资产追踪、货运可视化与驾驶员行为监控服务。
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
AIOT vs AIT — 直观对比
损益表 — Q3 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $1.2B |
| 净利润 | $-3.4M | $95.3M |
| 毛利率 | 55.2% | 30.4% |
| 营业利润率 | 5.6% | 10.6% |
| 净利率 | -3.0% | 8.2% |
| 营收同比 | 6.6% | 8.4% |
| 净利润同比 | 76.6% | 2.2% |
| 每股收益（稀释后） | $-0.03 | $2.51 |
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
| Q4 25 | $113.5M | $1.2B | ||
| Q3 25 | $111.7M | $1.2B | ||
| Q2 25 | $104.1M | $1.2B | ||
| Q1 25 | $103.6M | $1.2B | ||
| Q4 24 | $106.4M | $1.1B | ||
| Q3 24 | $77.0M | $1.1B | ||
| Q2 24 | $75.4M | $1.2B | ||
| Q1 24 | — | $1.1B |
| Q4 25 | $-3.4M | $95.3M | ||
| Q3 25 | $-4.3M | $100.8M | ||
| Q2 25 | $-10.2M | $107.8M | ||
| Q1 25 | $-12.4M | $99.8M | ||
| Q4 24 | $-14.3M | $93.3M | ||
| Q3 24 | $-1.9M | $92.1M | ||
| Q2 24 | $-22.3M | $103.5M | ||
| Q1 24 | — | $97.2M |
| Q4 25 | 55.2% | 30.4% | ||
| Q3 25 | 56.0% | 30.1% | ||
| Q2 25 | 54.2% | 30.6% | ||
| Q1 25 | 52.8% | 30.5% | ||
| Q4 24 | 55.2% | 30.6% | ||
| Q3 24 | 53.7% | 29.6% | ||
| Q2 24 | 52.6% | 30.7% | ||
| Q1 24 | — | 29.5% |
| Q4 25 | 5.6% | 10.6% | ||
| Q3 25 | 3.8% | 10.8% | ||
| Q2 25 | -2.0% | 11.0% | ||
| Q1 25 | -6.7% | 11.1% | ||
| Q4 24 | -1.2% | 11.3% | ||
| Q3 24 | 0.7% | 10.3% | ||
| Q2 24 | -24.2% | 12.0% | ||
| Q1 24 | — | 10.6% |
| Q4 25 | -3.0% | 8.2% | ||
| Q3 25 | -3.8% | 8.4% | ||
| Q2 25 | -9.8% | 8.8% | ||
| Q1 25 | -12.0% | 8.6% | ||
| Q4 24 | -13.5% | 8.7% | ||
| Q3 24 | -2.5% | 8.4% | ||
| Q2 24 | -29.6% | 8.9% | ||
| Q1 24 | — | 8.5% |
| Q4 25 | $-0.03 | $2.51 | ||
| Q3 25 | $-0.03 | $2.63 | ||
| Q2 25 | $-0.08 | $2.80 | ||
| Q1 25 | $-0.09 | $2.57 | ||
| Q4 24 | $-0.11 | $2.39 | ||
| Q3 24 | $-0.02 | $2.36 | ||
| Q2 24 | $-0.21 | $2.64 | ||
| Q1 24 | — | $2.48 |
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 | $31.2M | $406.0M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $1.9B |
| 总资产 | $959.5M | $3.2B |
| 负债/权益比越低杠杆越低 | 0.49× | — |
8季度趋势，按日历期对齐
| Q4 25 | $31.2M | $406.0M | ||
| Q3 25 | $27.9M | $418.7M | ||
| Q2 25 | $31.2M | $388.4M | ||
| Q1 25 | $44.4M | $352.8M | ||
| Q4 24 | $33.6M | $303.4M | ||
| Q3 24 | $26.0M | $538.5M | ||
| Q2 24 | $30.2M | $460.6M | ||
| Q1 24 | — | $456.5M |
| Q4 25 | $237.8M | — | ||
| Q3 25 | $238.2M | — | ||
| Q2 25 | $239.0M | — | ||
| Q1 25 | $237.5M | — | ||
| Q4 24 | $238.5M | — | ||
| Q3 24 | $113.6M | — | ||
| Q2 24 | $113.7M | — | ||
| Q1 24 | — | — |
| Q4 25 | $485.0M | $1.9B | ||
| Q3 25 | $468.8M | $1.9B | ||
| Q2 25 | $460.7M | $1.8B | ||
| Q1 25 | $446.6M | $1.8B | ||
| Q4 24 | $458.4M | $1.8B | ||
| Q3 24 | $451.0M | $1.8B | ||
| Q2 24 | $390.4M | $1.7B | ||
| Q1 24 | — | $1.7B |
| Q4 25 | $959.5M | $3.2B | ||
| Q3 25 | $936.9M | $3.2B | ||
| Q2 25 | $930.8M | $3.2B | ||
| Q1 25 | $910.1M | $3.1B | ||
| Q4 24 | $908.7M | $3.0B | ||
| Q3 24 | $748.3M | $3.0B | ||
| Q2 24 | $684.9M | $3.0B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | 0.49× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.29× | — | ||
| 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 | $10.2M | $99.7M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $93.4M |
| 自由现金流率自由现金流/营收 | 4.4% | 8.0% |
| 资本支出强度资本支出/营收 | 4.6% | 0.5% |
| 现金转化率经营现金流/净利润 | — | 1.05× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $458.5M |
8季度趋势，按日历期对齐
| Q4 25 | $10.2M | $99.7M | ||
| Q3 25 | $5.5M | $119.3M | ||
| Q2 25 | $4.7M | $147.0M | ||
| Q1 25 | $13.5M | $122.5M | ||
| Q4 24 | — | $95.1M | ||
| Q3 24 | $-3.2M | $127.7M | ||
| Q2 24 | $-7.6M | $119.2M | ||
| Q1 24 | — | $84.2M |
| Q4 25 | $4.9M | $93.4M | ||
| Q3 25 | $1.2M | $112.0M | ||
| Q2 25 | $-3.4M | $138.2M | ||
| Q1 25 | $10.1M | $114.9M | ||
| Q4 24 | — | $89.9M | ||
| Q3 24 | $-8.0M | $122.2M | ||
| Q2 24 | $-13.2M | $111.7M | ||
| Q1 24 | — | $76.7M |
| Q4 25 | 4.4% | 8.0% | ||
| Q3 25 | 1.1% | 9.3% | ||
| Q2 25 | -3.3% | 11.3% | ||
| Q1 25 | 9.8% | 9.8% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | -10.4% | 11.1% | ||
| Q2 24 | -17.5% | 9.6% | ||
| Q1 24 | — | 6.7% |
| Q4 25 | 4.6% | 0.5% | ||
| Q3 25 | 3.9% | 0.6% | ||
| Q2 25 | 7.8% | 0.7% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | 6.3% | 0.5% | ||
| Q2 24 | 7.4% | 0.6% | ||
| Q1 24 | — | 0.7% |
| Q4 25 | — | 1.05× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.36× | ||
| Q1 25 | — | 1.23× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 1.39× | ||
| Q2 24 | — | 1.15× | ||
| Q1 24 | — | 0.87× |
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
AIOT
| Services | $91.1M | 80% |
| Products | $22.4M | 20% |
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
