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Powerfleet, Inc.（AIOT）与Apellis Pharmaceuticals, Inc.（APLS）财务数据对比。点击上方公司名可切换其他公司
Apellis Pharmaceuticals, Inc.的季度营收约是Powerfleet, Inc.的1.8倍（$199.9M vs $113.5M），Powerfleet, Inc.净利率更高（-3.0% vs -29.5%，领先26.5%），Powerfleet, Inc.同比增速更快（6.6% vs -5.9%），Powerfleet, Inc.自由现金流更多（$4.9M vs $-14.3M），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs 7.7%）
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。
Apellis Pharmaceuticals是一家临床阶段生物制药企业，专注于开发调节补体系统的靶向疗法，适应症覆盖年龄相关性黄斑变性继发地图样萎缩等眼科疾病、罕见血液病及自身免疫性疾病，核心市场为美国及欧盟地区。
AIOT vs APLS — 直观对比
营收规模更大
APLS
是对方的1.8倍
$113.5M
营收增速更快
AIOT
高出12.6%
-5.9%
净利率更高
AIOT
高出26.5%
-29.5%
自由现金流更多
AIOT
多$19.2M
$-14.3M
两年增速更快
AIOT
近两年复合增速
7.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $199.9M |
| 净利润 | $-3.4M | $-59.0M |
| 毛利率 | 55.2% | — |
| 营业利润率 | 5.6% | -25.6% |
| 净利率 | -3.0% | -29.5% |
| 营收同比 | 6.6% | -5.9% |
| 净利润同比 | 76.6% | -62.2% |
| 每股收益（稀释后） | $-0.03 | $-0.40 |
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AIOTAPLS
| Q4 25 | $113.5M | $199.9M | ||
| Q3 25 | $111.7M | $458.6M | ||
| Q2 25 | $104.1M | $178.5M | ||
| Q1 25 | $103.6M | $166.8M | ||
| Q4 24 | $106.4M | $212.5M | ||
| Q3 24 | $77.0M | $196.8M | ||
| Q2 24 | $75.4M | $199.7M | ||
| Q1 24 | — | $172.3M |
净利润AIOTAPLS
| Q4 25 | $-3.4M | $-59.0M | ||
| Q3 25 | $-4.3M | $215.7M | ||
| Q2 25 | $-10.2M | $-42.2M | ||
| Q1 25 | $-12.4M | $-92.2M | ||
| Q4 24 | $-14.3M | $-36.4M | ||
| Q3 24 | $-1.9M | $-57.4M | ||
| Q2 24 | $-22.3M | $-37.7M | ||
| Q1 24 | — | $-66.4M |
毛利率AIOTAPLS
| 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 | — | — |
营业利润率AIOTAPLS
| Q4 25 | 5.6% | -25.6% | ||
| Q3 25 | 3.8% | 48.7% | ||
| Q2 25 | -2.0% | -18.6% | ||
| Q1 25 | -6.7% | -50.0% | ||
| Q4 24 | -1.2% | -12.3% | ||
| Q3 24 | 0.7% | -24.0% | ||
| Q2 24 | -24.2% | -14.7% | ||
| Q1 24 | — | -36.0% |
净利率AIOTAPLS
| Q4 25 | -3.0% | -29.5% | ||
| Q3 25 | -3.8% | 47.0% | ||
| Q2 25 | -9.8% | -23.6% | ||
| Q1 25 | -12.0% | -55.3% | ||
| Q4 24 | -13.5% | -17.1% | ||
| Q3 24 | -2.5% | -29.2% | ||
| Q2 24 | -29.6% | -18.9% | ||
| Q1 24 | — | -38.5% |
每股收益（稀释后）AIOTAPLS
| Q4 25 | $-0.03 | $-0.40 | ||
| Q3 25 | $-0.03 | $1.67 | ||
| Q2 25 | $-0.08 | $-0.33 | ||
| Q1 25 | $-0.09 | $-0.74 | ||
| Q4 24 | $-0.11 | $-0.30 | ||
| Q3 24 | $-0.02 | $-0.46 | ||
| Q2 24 | $-0.21 | $-0.30 | ||
| Q1 24 | — | $-0.54 |
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 | $466.2M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $370.1M |
| 总资产 | $959.5M | $1.1B |
| 负债/权益比越低杠杆越低 | 0.49× | — |
8季度趋势，按日历期对齐
现金及短期投资AIOTAPLS
| Q4 25 | $31.2M | $466.2M | ||
| Q3 25 | $27.9M | $479.2M | ||
| Q2 25 | $31.2M | $370.0M | ||
| Q1 25 | $44.4M | $358.4M | ||
| Q4 24 | $33.6M | $411.3M | ||
| Q3 24 | $26.0M | $396.9M | ||
| Q2 24 | $30.2M | $360.1M | ||
| Q1 24 | — | $325.9M |
总债务AIOTAPLS
| 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 | — | $93.1M |
股东权益AIOTAPLS
| Q4 25 | $485.0M | $370.1M | ||
| Q3 25 | $468.8M | $401.2M | ||
| Q2 25 | $460.7M | $156.3M | ||
| Q1 25 | $446.6M | $164.2M | ||
| Q4 24 | $458.4M | $228.5M | ||
| Q3 24 | $451.0M | $237.1M | ||
| Q2 24 | $390.4M | $264.3M | ||
| Q1 24 | — | $266.7M |
总资产AIOTAPLS
| Q4 25 | $959.5M | $1.1B | ||
| Q3 25 | $936.9M | $1.1B | ||
| Q2 25 | $930.8M | $821.4M | ||
| Q1 25 | $910.1M | $807.3M | ||
| Q4 24 | $908.7M | $885.1M | ||
| Q3 24 | $748.3M | $901.9M | ||
| Q2 24 | $684.9M | $904.5M | ||
| Q1 24 | — | $831.9M |
负债/权益比AIOTAPLS
| 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 | — | 0.35× |
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 | $-14.2M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $-14.3M |
| 自由现金流率自由现金流/营收 | 4.4% | -7.1% |
| 资本支出强度资本支出/营收 | 4.6% | 0.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $12.9M | $45.0M |
8季度趋势，按日历期对齐
经营现金流AIOTAPLS
| Q4 25 | $10.2M | $-14.2M | ||
| Q3 25 | $5.5M | $108.5M | ||
| Q2 25 | $4.7M | $4.4M | ||
| Q1 25 | $13.5M | $-53.4M | ||
| Q4 24 | $-6.1M | $19.4M | ||
| Q3 24 | $-3.2M | $34.1M | ||
| Q2 24 | $-7.6M | $-8.3M | ||
| Q1 24 | — | $-133.0M |
自由现金流AIOTAPLS
| Q4 25 | $4.9M | $-14.3M | ||
| Q3 25 | $1.2M | $108.3M | ||
| Q2 25 | $-3.4M | $4.4M | ||
| Q1 25 | $10.1M | $-53.4M | ||
| Q4 24 | $-12.2M | $19.3M | ||
| Q3 24 | $-8.0M | — | ||
| Q2 24 | $-13.2M | $-8.4M | ||
| Q1 24 | — | $-133.3M |
自由现金流率AIOTAPLS
| Q4 25 | 4.4% | -7.1% | ||
| Q3 25 | 1.1% | 23.6% | ||
| Q2 25 | -3.3% | 2.5% | ||
| Q1 25 | 9.8% | -32.0% | ||
| Q4 24 | -11.5% | 9.1% | ||
| Q3 24 | -10.4% | — | ||
| Q2 24 | -17.5% | -4.2% | ||
| Q1 24 | — | -77.3% |
资本支出强度AIOTAPLS
| Q4 25 | 4.6% | 0.1% | ||
| Q3 25 | 3.9% | 0.0% | ||
| Q2 25 | 7.8% | 0.0% | ||
| Q1 25 | 3.3% | 0.0% | ||
| Q4 24 | 5.8% | 0.0% | ||
| Q3 24 | 6.3% | 0.0% | ||
| Q2 24 | 7.4% | 0.0% | ||
| Q1 24 | — | 0.2% |
现金转化率AIOTAPLS
| Q4 25 | — | — | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
APLS
| Syfovre | $155.2M | 78% |
| Empaveli Pegcetacoplan | $35.1M | 18% |
| Licensing And Other Revenue | $9.6M | 5% |
