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Powerfleet, Inc.（AIOT）与亚马逊（AMZN）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是Powerfleet, Inc.的1880.3倍（$213.4B vs $113.5M）。亚马逊净利率更高（9.9% vs -3.0%，领先12.9%）。亚马逊同比增速更快（13.6% vs 6.6%）。亚马逊自由现金流更多（$14.9B vs $4.9M）。过去两年亚马逊的营收复合增速更高（22.0% vs 3.3%）
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。
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
AIOT vs AMZN — 直观对比
营收规模更大
AMZN
是对方的1880.3倍
$113.5M
营收增速更快
AMZN
高出7.0%
6.6%
净利率更高
AMZN
高出12.9%
-3.0%
自由现金流更多
AMZN
多$14.9B
$4.9M
两年增速更快
AMZN
近两年复合增速
3.3%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $213.4B |
| 净利润 | $-3.4M | $21.2B |
| 毛利率 | 55.2% | 48.5% |
| 营业利润率 | 5.6% | 11.7% |
| 净利率 | -3.0% | 9.9% |
| 营收同比 | 6.6% | 13.6% |
| 净利润同比 | 76.6% | 5.9% |
| 每股收益（稀释后） | $-0.03 | $1.95 |
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AIOTAMZN
| Q4 25 | $113.5M | $213.4B | ||
| Q3 25 | $111.7M | $180.2B | ||
| Q2 25 | $104.1M | $167.7B | ||
| Q1 25 | $103.6M | $155.7B | ||
| Q4 24 | $106.4M | $187.8B | ||
| Q3 24 | $77.0M | $158.9B | ||
| Q2 24 | $75.4M | $148.0B | ||
| Q1 24 | — | $143.3B |
净利润AIOTAMZN
| Q4 25 | $-3.4M | $21.2B | ||
| Q3 25 | $-4.3M | $21.2B | ||
| Q2 25 | $-10.2M | $18.2B | ||
| Q1 25 | $-12.4M | $17.1B | ||
| Q4 24 | $-14.3M | $20.0B | ||
| Q3 24 | $-1.9M | $15.3B | ||
| Q2 24 | $-22.3M | $13.5B | ||
| Q1 24 | — | $10.4B |
毛利率AIOTAMZN
| Q4 25 | 55.2% | 48.5% | ||
| Q3 25 | 56.0% | 50.8% | ||
| Q2 25 | 54.2% | 51.8% | ||
| Q1 25 | 52.8% | 50.6% | ||
| Q4 24 | 55.2% | 47.3% | ||
| Q3 24 | 53.7% | 49.0% | ||
| Q2 24 | 52.6% | 50.1% | ||
| Q1 24 | — | 49.3% |
营业利润率AIOTAMZN
| Q4 25 | 5.6% | 11.7% | ||
| Q3 25 | 3.8% | 9.7% | ||
| Q2 25 | -2.0% | 11.4% | ||
| Q1 25 | -6.7% | 11.8% | ||
| Q4 24 | -1.2% | 11.3% | ||
| Q3 24 | 0.7% | 11.0% | ||
| Q2 24 | -24.2% | 9.9% | ||
| Q1 24 | — | 10.7% |
净利率AIOTAMZN
| Q4 25 | -3.0% | 9.9% | ||
| Q3 25 | -3.8% | 11.8% | ||
| Q2 25 | -9.8% | 10.8% | ||
| Q1 25 | -12.0% | 11.0% | ||
| Q4 24 | -13.5% | 10.7% | ||
| Q3 24 | -2.5% | 9.6% | ||
| Q2 24 | -29.6% | 9.1% | ||
| Q1 24 | — | 7.3% |
每股收益（稀释后）AIOTAMZN
| Q4 25 | $-0.03 | $1.95 | ||
| Q3 25 | $-0.03 | $1.95 | ||
| Q2 25 | $-0.08 | $1.68 | ||
| Q1 25 | $-0.09 | $1.59 | ||
| Q4 24 | $-0.11 | $1.86 | ||
| Q3 24 | $-0.02 | $1.43 | ||
| Q2 24 | $-0.21 | $1.26 | ||
| Q1 24 | — | $0.98 |
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 | $123.0B |
| 总债务越低越好 | $237.8M | $68.8B |
| 股东权益账面价值 | $485.0M | $411.1B |
| 总资产 | $959.5M | $818.0B |
| 负债/权益比越低杠杆越低 | 0.49× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AIOTAMZN
| Q4 25 | $31.2M | $123.0B | ||
| Q3 25 | $27.9M | $94.2B | ||
| Q2 25 | $31.2M | $93.2B | ||
| Q1 25 | $44.4M | $94.6B | ||
| Q4 24 | $33.6M | $101.2B | ||
| Q3 24 | $26.0M | $88.1B | ||
| Q2 24 | $30.2M | $89.1B | ||
| Q1 24 | — | $85.1B |
总债务AIOTAMZN
| Q4 25 | $237.8M | $68.8B | ||
| Q3 25 | $238.2M | $55.1B | ||
| Q2 25 | $239.0M | $56.1B | ||
| Q1 25 | $237.5M | $58.8B | ||
| Q4 24 | $238.5M | $58.0B | ||
| Q3 24 | $113.6M | $60.5B | ||
| Q2 24 | $113.7M | $62.7B | ||
| Q1 24 | — | $66.9B |
股东权益AIOTAMZN
| Q4 25 | $485.0M | $411.1B | ||
| Q3 25 | $468.8M | $369.6B | ||
| Q2 25 | $460.7M | $333.8B | ||
| Q1 25 | $446.6M | $305.9B | ||
| Q4 24 | $458.4M | $286.0B | ||
| Q3 24 | $451.0M | $259.2B | ||
| Q2 24 | $390.4M | $236.4B | ||
| Q1 24 | — | $216.7B |
总资产AIOTAMZN
| Q4 25 | $959.5M | $818.0B | ||
| Q3 25 | $936.9M | $727.9B | ||
| Q2 25 | $930.8M | $682.2B | ||
| Q1 25 | $910.1M | $643.3B | ||
| Q4 24 | $908.7M | $624.9B | ||
| Q3 24 | $748.3M | $584.6B | ||
| Q2 24 | $684.9M | $554.8B | ||
| Q1 24 | — | $531.0B |
负债/权益比AIOTAMZN
| Q4 25 | 0.49× | 0.17× | ||
| Q3 25 | 0.51× | 0.15× | ||
| Q2 25 | 0.52× | 0.17× | ||
| Q1 25 | 0.53× | 0.19× | ||
| Q4 24 | 0.52× | 0.20× | ||
| Q3 24 | 0.25× | 0.23× | ||
| Q2 24 | 0.29× | 0.27× | ||
| Q1 24 | — | 0.31× |
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 | $54.5B |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $14.9B |
| 自由现金流率自由现金流/营收 | 4.4% | 7.0% |
| 资本支出强度资本支出/营收 | 4.6% | 18.5% |
| 现金转化率经营现金流/净利润 | — | 2.57× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $7.7B |
8季度趋势，按日历期对齐
经营现金流AIOTAMZN
| Q4 25 | $10.2M | $54.5B | ||
| Q3 25 | $5.5M | $35.5B | ||
| Q2 25 | $4.7M | $32.5B | ||
| Q1 25 | $13.5M | $17.0B | ||
| Q4 24 | — | $45.6B | ||
| Q3 24 | $-3.2M | $26.0B | ||
| Q2 24 | $-7.6M | $25.3B | ||
| Q1 24 | — | $19.0B |
自由现金流AIOTAMZN
| Q4 25 | $4.9M | $14.9B | ||
| Q3 25 | $1.2M | $430.0M | ||
| Q2 25 | $-3.4M | $332.0M | ||
| Q1 25 | $10.1M | $-8.0B | ||
| Q4 24 | — | $17.8B | ||
| Q3 24 | $-8.0M | $3.4B | ||
| Q2 24 | $-13.2M | $7.7B | ||
| Q1 24 | — | $4.1B |
自由现金流率AIOTAMZN
| Q4 25 | 4.4% | 7.0% | ||
| Q3 25 | 1.1% | 0.2% | ||
| Q2 25 | -3.3% | 0.2% | ||
| Q1 25 | 9.8% | -5.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | -10.4% | 2.1% | ||
| Q2 24 | -17.5% | 5.2% | ||
| Q1 24 | — | 2.8% |
资本支出强度AIOTAMZN
| Q4 25 | 4.6% | 18.5% | ||
| Q3 25 | 3.9% | 19.5% | ||
| Q2 25 | 7.8% | 19.2% | ||
| Q1 25 | 3.3% | 16.1% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | 6.3% | 14.2% | ||
| Q2 24 | 7.4% | 11.9% | ||
| Q1 24 | — | 10.4% |
现金转化率AIOTAMZN
| Q4 25 | — | 2.57× | ||
| Q3 25 | — | 1.68× | ||
| Q2 25 | — | 1.79× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 1.82× |
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% |
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
