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Powerfleet, Inc.（AIOT）与安波福（APTV）财务数据对比。点击上方公司名可切换其他公司
安波福的季度营收约是Powerfleet, Inc.的45.4倍（$5.2B vs $113.5M）。安波福净利率更高（2.7% vs -3.0%，领先5.6%）。Powerfleet, Inc.同比增速更快（6.6% vs 5.0%）。安波福自由现金流更多（$651.0M vs $4.9M）。过去两年Powerfleet, Inc.的营收复合增速更高（3.3% vs 2.5%）
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。
安波福（Aptiv）是源自美国的全球知名汽车技术供应商，总部设于瑞士沙夫豪森。其前身是通用汽车旗下的零部件业务板块，后独立为德尔福汽车系统，经业务拆分重组后正式成立安波福，服务全球各大整车制造企业。
AIOT vs APTV — 直观对比
营收规模更大
APTV
是对方的45.4倍
$113.5M
营收增速更快
AIOT
高出1.6%
5.0%
净利率更高
APTV
高出5.6%
-3.0%
自由现金流更多
APTV
多$646.1M
$4.9M
两年增速更快
AIOT
近两年复合增速
2.5%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $5.2B |
| 净利润 | $-3.4M | $138.0M |
| 毛利率 | 55.2% | 18.7% |
| 营业利润率 | 5.6% | 8.2% |
| 净利率 | -3.0% | 2.7% |
| 营收同比 | 6.6% | 5.0% |
| 净利润同比 | 76.6% | -48.5% |
| 每股收益（稀释后） | $-0.03 | $0.63 |
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AIOTAPTV
| Q4 25 | $113.5M | $5.2B | ||
| Q3 25 | $111.7M | $5.2B | ||
| Q2 25 | $104.1M | $5.2B | ||
| Q1 25 | $103.6M | $4.8B | ||
| Q4 24 | $106.4M | $4.9B | ||
| Q3 24 | $77.0M | $4.9B | ||
| Q2 24 | $75.4M | $5.1B | ||
| Q1 24 | — | $4.9B |
净利润AIOTAPTV
| Q4 25 | $-3.4M | $138.0M | ||
| Q3 25 | $-4.3M | $-355.0M | ||
| Q2 25 | $-10.2M | $393.0M | ||
| Q1 25 | $-12.4M | $-11.0M | ||
| Q4 24 | $-14.3M | $268.0M | ||
| Q3 24 | $-1.9M | $363.0M | ||
| Q2 24 | $-22.3M | $938.0M | ||
| Q1 24 | — | $218.0M |
毛利率AIOTAPTV
| Q4 25 | 55.2% | 18.7% | ||
| Q3 25 | 56.0% | 19.5% | ||
| Q2 25 | 54.2% | 19.1% | ||
| Q1 25 | 52.8% | 19.1% | ||
| Q4 24 | 55.2% | 19.6% | ||
| Q3 24 | 53.7% | 18.6% | ||
| Q2 24 | 52.6% | 19.2% | ||
| Q1 24 | — | 17.9% |
营业利润率AIOTAPTV
| Q4 25 | 5.6% | 8.2% | ||
| Q3 25 | 3.8% | -3.4% | ||
| Q2 25 | -2.0% | 9.3% | ||
| Q1 25 | -6.7% | 9.3% | ||
| Q4 24 | -1.2% | 9.8% | ||
| Q3 24 | 0.7% | 10.4% | ||
| Q2 24 | -24.2% | 8.7% | ||
| Q1 24 | — | 8.5% |
净利率AIOTAPTV
| Q4 25 | -3.0% | 2.7% | ||
| Q3 25 | -3.8% | -6.8% | ||
| Q2 25 | -9.8% | 7.5% | ||
| Q1 25 | -12.0% | -0.2% | ||
| Q4 24 | -13.5% | 5.5% | ||
| Q3 24 | -2.5% | 7.5% | ||
| Q2 24 | -29.6% | 18.6% | ||
| Q1 24 | — | 4.4% |
每股收益（稀释后）AIOTAPTV
| Q4 25 | $-0.03 | $0.63 | ||
| Q3 25 | $-0.03 | $-1.63 | ||
| Q2 25 | $-0.08 | $1.80 | ||
| Q1 25 | $-0.09 | $-0.05 | ||
| Q4 24 | $-0.11 | $1.22 | ||
| Q3 24 | $-0.02 | $1.48 | ||
| Q2 24 | $-0.21 | $3.47 | ||
| Q1 24 | — | $0.79 |
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 | $1.9B |
| 总债务越低越好 | $237.8M | $7.5B |
| 股东权益账面价值 | $485.0M | $9.2B |
| 总资产 | $959.5M | $23.4B |
| 负债/权益比越低杠杆越低 | 0.49× | 0.81× |
8季度趋势，按日历期对齐
现金及短期投资AIOTAPTV
| Q4 25 | $31.2M | $1.9B | ||
| Q3 25 | $27.9M | $1.6B | ||
| Q2 25 | $31.2M | $1.4B | ||
| Q1 25 | $44.4M | $1.1B | ||
| Q4 24 | $33.6M | $1.6B | ||
| Q3 24 | $26.0M | $1.8B | ||
| Q2 24 | $30.2M | $2.2B | ||
| Q1 24 | — | $941.0M |
总债务AIOTAPTV
| Q4 25 | $237.8M | $7.5B | ||
| Q3 25 | $238.2M | $7.6B | ||
| Q2 25 | $239.0M | $7.8B | ||
| Q1 25 | $237.5M | $7.6B | ||
| Q4 24 | $238.5M | $7.8B | ||
| Q3 24 | $113.6M | $8.3B | ||
| Q2 24 | $113.7M | $5.5B | ||
| Q1 24 | — | $4.7B |
股东权益AIOTAPTV
| Q4 25 | $485.0M | $9.2B | ||
| Q3 25 | $468.8M | $9.3B | ||
| Q2 25 | $460.7M | $9.7B | ||
| Q1 25 | $446.6M | $9.0B | ||
| Q4 24 | $458.4M | $8.8B | ||
| Q3 24 | $451.0M | $8.9B | ||
| Q2 24 | $390.4M | $11.5B | ||
| Q1 24 | — | $11.1B |
总资产AIOTAPTV
| Q4 25 | $959.5M | $23.4B | ||
| Q3 25 | $936.9M | $23.5B | ||
| Q2 25 | $930.8M | $23.9B | ||
| Q1 25 | $910.1M | $23.1B | ||
| Q4 24 | $908.7M | $23.5B | ||
| Q3 24 | $748.3M | $24.8B | ||
| Q2 24 | $684.9M | $24.8B | ||
| Q1 24 | — | $23.6B |
负债/权益比AIOTAPTV
| Q4 25 | 0.49× | 0.81× | ||
| Q3 25 | 0.51× | 0.82× | ||
| Q2 25 | 0.52× | 0.80× | ||
| Q1 25 | 0.53× | 0.85× | ||
| Q4 24 | 0.52× | 0.89× | ||
| Q3 24 | 0.25× | 0.93× | ||
| Q2 24 | 0.29× | 0.48× | ||
| Q1 24 | — | 0.42× |
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 | $818.0M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $651.0M |
| 自由现金流率自由现金流/营收 | 4.4% | 12.6% |
| 资本支出强度资本支出/营收 | 4.6% | 3.2% |
| 现金转化率经营现金流/净利润 | — | 5.93× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $1.5B |
8季度趋势，按日历期对齐
经营现金流AIOTAPTV
| Q4 25 | $10.2M | $818.0M | ||
| Q3 25 | $5.5M | $584.0M | ||
| Q2 25 | $4.7M | $510.0M | ||
| Q1 25 | $13.5M | $273.0M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $-3.2M | $499.0M | ||
| Q2 24 | $-7.6M | $643.0M | ||
| Q1 24 | — | $244.0M |
自由现金流AIOTAPTV
| Q4 25 | $4.9M | $651.0M | ||
| Q3 25 | $1.2M | $441.0M | ||
| Q2 25 | $-3.4M | $361.0M | ||
| Q1 25 | $10.1M | $76.0M | ||
| Q4 24 | — | $894.0M | ||
| Q3 24 | $-8.0M | $326.0M | ||
| Q2 24 | $-13.2M | $417.0M | ||
| Q1 24 | — | $-21.0M |
自由现金流率AIOTAPTV
| Q4 25 | 4.4% | 12.6% | ||
| Q3 25 | 1.1% | 8.5% | ||
| Q2 25 | -3.3% | 6.9% | ||
| Q1 25 | 9.8% | 1.6% | ||
| Q4 24 | — | 18.2% | ||
| Q3 24 | -10.4% | 6.7% | ||
| Q2 24 | -17.5% | 8.3% | ||
| Q1 24 | — | -0.4% |
资本支出强度AIOTAPTV
| Q4 25 | 4.6% | 3.2% | ||
| Q3 25 | 3.9% | 2.7% | ||
| Q2 25 | 7.8% | 2.9% | ||
| Q1 25 | 3.3% | 4.1% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | 6.3% | 3.6% | ||
| Q2 24 | 7.4% | 4.5% | ||
| Q1 24 | — | 5.4% |
现金转化率AIOTAPTV
| Q4 25 | — | 5.93× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.96× | ||
| Q3 24 | — | 1.37× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | — | 1.12× |
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% |
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
