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Powerfleet, Inc.（AIOT）与Arhaus, Inc.（ARHS）财务数据对比。点击上方公司名可切换其他公司
Arhaus, Inc.的季度营收约是Powerfleet, Inc.的3.2倍（$364.8M vs $113.5M）。Arhaus, Inc.净利率更高（4.1% vs -3.0%，领先7.1%）。Powerfleet, Inc.同比增速更快（6.6% vs 5.1%）。Powerfleet, Inc.自由现金流更多（$4.9M vs $-8.8M）。过去两年Arhaus, Inc.的营收复合增速更高（11.2% 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。
Arhaus, Inc.是源自美国的高端家居零售企业，总部位于俄亥俄州波士顿高地，1986年正式创立。品牌主打可持续理念与工匠级品质，产品品类丰富，采用全渠道模式面向个人消费者及企业客户，覆盖民用与商用家居场景，提供相关产品与配套服务。
AIOT vs ARHS — 直观对比
营收规模更大
ARHS
是对方的3.2倍
$113.5M
营收增速更快
AIOT
高出1.5%
5.1%
净利率更高
ARHS
高出7.1%
-3.0%
自由现金流更多
AIOT
多$13.8M
$-8.8M
两年增速更快
ARHS
近两年复合增速
3.3%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $364.8M |
| 净利润 | $-3.4M | $15.1M |
| 毛利率 | 55.2% | 38.1% |
| 营业利润率 | 5.6% | 5.6% |
| 净利率 | -3.0% | 4.1% |
| 营收同比 | 6.6% | 5.1% |
| 净利润同比 | 76.6% | -29.1% |
| 每股收益（稀释后） | $-0.03 | $0.11 |
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AIOTARHS
| Q4 25 | $113.5M | $364.8M | ||
| Q3 25 | $111.7M | $344.6M | ||
| Q2 25 | $104.1M | $358.4M | ||
| Q1 25 | $103.6M | $311.4M | ||
| Q4 24 | $106.4M | $347.0M | ||
| Q3 24 | $77.0M | $319.1M | ||
| Q2 24 | $75.4M | $309.8M | ||
| Q1 24 | — | $295.2M |
净利润AIOTARHS
| Q4 25 | $-3.4M | $15.1M | ||
| Q3 25 | $-4.3M | $12.2M | ||
| Q2 25 | $-10.2M | $35.1M | ||
| Q1 25 | $-12.4M | $4.9M | ||
| Q4 24 | $-14.3M | $21.3M | ||
| Q3 24 | $-1.9M | $9.9M | ||
| Q2 24 | $-22.3M | $22.2M | ||
| Q1 24 | — | $15.1M |
毛利率AIOTARHS
| Q4 25 | 55.2% | 38.1% | ||
| Q3 25 | 56.0% | 38.7% | ||
| Q2 25 | 54.2% | 41.4% | ||
| Q1 25 | 52.8% | 37.1% | ||
| Q4 24 | 55.2% | 40.0% | ||
| Q3 24 | 53.7% | 38.6% | ||
| Q2 24 | 52.6% | 40.1% | ||
| Q1 24 | — | 39.0% |
营业利润率AIOTARHS
| Q4 25 | 5.6% | 5.6% | ||
| Q3 25 | 3.8% | 4.8% | ||
| Q2 25 | -2.0% | 13.0% | ||
| Q1 25 | -6.7% | 1.7% | ||
| Q4 24 | -1.2% | 8.2% | ||
| Q3 24 | 0.7% | 3.3% | ||
| Q2 24 | -24.2% | 9.5% | ||
| Q1 24 | — | 6.2% |
净利率AIOTARHS
| Q4 25 | -3.0% | 4.1% | ||
| Q3 25 | -3.8% | 3.5% | ||
| Q2 25 | -9.8% | 9.8% | ||
| Q1 25 | -12.0% | 1.6% | ||
| Q4 24 | -13.5% | 6.1% | ||
| Q3 24 | -2.5% | 3.1% | ||
| Q2 24 | -29.6% | 7.2% | ||
| Q1 24 | — | 5.1% |
每股收益（稀释后）AIOTARHS
| Q4 25 | $-0.03 | $0.11 | ||
| Q3 25 | $-0.03 | $0.09 | ||
| Q2 25 | $-0.08 | $0.25 | ||
| Q1 25 | $-0.09 | $0.03 | ||
| Q4 24 | $-0.11 | $0.15 | ||
| Q3 24 | $-0.02 | $0.07 | ||
| Q2 24 | $-0.21 | $0.16 | ||
| Q1 24 | — | $0.11 |
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 | $253.4M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $418.2M |
| 总资产 | $959.5M | $1.4B |
| 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AIOTARHS
| Q4 25 | $31.2M | $253.4M | ||
| Q3 25 | $27.9M | $262.2M | ||
| Q2 25 | $31.2M | $234.8M | ||
| Q1 25 | $44.4M | $214.4M | ||
| Q4 24 | $33.6M | $197.5M | ||
| Q3 24 | $26.0M | $177.7M | ||
| Q2 24 | $30.2M | $174.2M | ||
| Q1 24 | — | $233.2M |
总债务AIOTARHS
| 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 | — | — |
股东权益AIOTARHS
| Q4 25 | $485.0M | $418.2M | ||
| Q3 25 | $468.8M | $400.4M | ||
| Q2 25 | $460.7M | $385.6M | ||
| Q1 25 | $446.6M | $348.8M | ||
| Q4 24 | $458.4M | $343.7M | ||
| Q3 24 | $451.0M | $320.6M | ||
| Q2 24 | $390.4M | $309.3M | ||
| Q1 24 | — | $285.6M |
总资产AIOTARHS
| Q4 25 | $959.5M | $1.4B | ||
| Q3 25 | $936.9M | $1.4B | ||
| Q2 25 | $930.8M | $1.3B | ||
| Q1 25 | $910.1M | $1.3B | ||
| Q4 24 | $908.7M | $1.2B | ||
| Q3 24 | $748.3M | $1.2B | ||
| Q2 24 | $684.9M | $1.2B | ||
| Q1 24 | — | $1.2B |
负债/权益比AIOTARHS
| 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 | $9.3M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $-8.8M |
| 自由现金流率自由现金流/营收 | 4.4% | -2.4% |
| 资本支出强度资本支出/营收 | 4.6% | 5.0% |
| 现金转化率经营现金流/净利润 | — | 0.62× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $59.0M |
8季度趋势，按日历期对齐
经营现金流AIOTARHS
| Q4 25 | $10.2M | $9.3M | ||
| Q3 25 | $5.5M | $46.1M | ||
| Q2 25 | $4.7M | $34.9M | ||
| Q1 25 | $13.5M | $46.5M | ||
| Q4 24 | — | $31.7M | ||
| Q3 24 | $-3.2M | $31.1M | ||
| Q2 24 | $-7.6M | $47.5M | ||
| Q1 24 | — | $36.8M |
自由现金流AIOTARHS
| Q4 25 | $4.9M | $-8.8M | ||
| Q3 25 | $1.2M | $28.0M | ||
| Q2 25 | $-3.4M | $20.9M | ||
| Q1 25 | $10.1M | $18.9M | ||
| Q4 24 | — | $13.0M | ||
| Q3 24 | $-8.0M | $4.6M | ||
| Q2 24 | $-13.2M | $11.3M | ||
| Q1 24 | — | $10.9M |
自由现金流率AIOTARHS
| Q4 25 | 4.4% | -2.4% | ||
| Q3 25 | 1.1% | 8.1% | ||
| Q2 25 | -3.3% | 5.8% | ||
| Q1 25 | 9.8% | 6.1% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | -10.4% | 1.4% | ||
| Q2 24 | -17.5% | 3.6% | ||
| Q1 24 | — | 3.7% |
资本支出强度AIOTARHS
| Q4 25 | 4.6% | 5.0% | ||
| Q3 25 | 3.9% | 5.3% | ||
| Q2 25 | 7.8% | 3.9% | ||
| Q1 25 | 3.3% | 8.9% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | 6.3% | 8.3% | ||
| Q2 24 | 7.4% | 11.7% | ||
| Q1 24 | — | 8.8% |
现金转化率AIOTARHS
| Q4 25 | — | 0.62× | ||
| Q3 25 | — | 3.77× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 9.53× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | — | 3.14× | ||
| Q2 24 | — | 2.14× | ||
| Q1 24 | — | 2.44× |
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% |
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
