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Powerfleet, Inc.（AIOT）与缤客控股（BKNG）财务数据对比。点击上方公司名可切换其他公司
缤客控股的季度营收约是Powerfleet, Inc.的55.9倍（$6.3B vs $113.5M）。缤客控股同比增速更快（16.0% vs 6.6%）。缤客控股自由现金流更多（$1.4B vs $4.9M）。过去两年缤客控股的营收复合增速更高（19.9% 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。
缤客控股是全球领先的旅行服务集团，旗下运营Booking.com、Priceline、Agoda、Kayak等知名在线平台，为休闲及商务旅客提供酒店预订、机票订购、租车服务、度假套餐、餐厅预约等服务，业务覆盖全球绝大多数国家和地区，合作数百万家旅游及餐饮商户。
AIOT vs BKNG — 直观对比
营收规模更大
BKNG
是对方的55.9倍
$113.5M
营收增速更快
BKNG
高出9.4%
6.6%
自由现金流更多
BKNG
多$1.4B
$4.9M
两年增速更快
BKNG
近两年复合增速
3.3%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $6.3B |
| 净利润 | $-3.4M | — |
| 毛利率 | 55.2% | — |
| 营业利润率 | 5.6% | 32.0% |
| 净利率 | -3.0% | — |
| 营收同比 | 6.6% | 16.0% |
| 净利润同比 | 76.6% | — |
| 每股收益（稀释后） | $-0.03 | $43.66 |
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AIOTBKNG
| Q4 25 | $113.5M | $6.3B | ||
| Q3 25 | $111.7M | $9.0B | ||
| Q2 25 | $104.1M | $6.8B | ||
| Q1 25 | $103.6M | $4.8B | ||
| Q4 24 | $106.4M | $5.5B | ||
| Q3 24 | $77.0M | $8.0B | ||
| Q2 24 | $75.4M | $5.9B | ||
| Q1 24 | — | $4.4B |
净利润AIOTBKNG
| Q4 25 | $-3.4M | — | ||
| Q3 25 | $-4.3M | — | ||
| Q2 25 | $-10.2M | — | ||
| Q1 25 | $-12.4M | — | ||
| Q4 24 | $-14.3M | — | ||
| Q3 24 | $-1.9M | — | ||
| Q2 24 | $-22.3M | — | ||
| Q1 24 | — | — |
毛利率AIOTBKNG
| 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AIOTBKNG
| Q4 25 | 5.6% | 32.0% | ||
| Q3 25 | 3.8% | 38.7% | ||
| Q2 25 | -2.0% | 33.1% | ||
| Q1 25 | -6.7% | 22.3% | ||
| Q4 24 | -1.2% | 31.6% | ||
| Q3 24 | 0.7% | 39.8% | ||
| Q2 24 | -24.2% | 31.7% | ||
| Q1 24 | — | 17.9% |
净利率AIOTBKNG
| Q4 25 | -3.0% | — | ||
| Q3 25 | -3.8% | — | ||
| Q2 25 | -9.8% | — | ||
| Q1 25 | -12.0% | — | ||
| Q4 24 | -13.5% | — | ||
| Q3 24 | -2.5% | — | ||
| Q2 24 | -29.6% | — | ||
| Q1 24 | — | — |
每股收益（稀释后）AIOTBKNG
| Q4 25 | $-0.03 | $43.66 | ||
| Q3 25 | $-0.03 | $84.41 | ||
| Q2 25 | $-0.08 | $27.43 | ||
| Q1 25 | $-0.09 | $10.07 | ||
| Q4 24 | $-0.11 | $31.60 | ||
| Q3 24 | $-0.02 | $74.34 | ||
| Q2 24 | $-0.21 | $44.38 | ||
| Q1 24 | — | $22.37 |
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 | $17.2B |
| 总债务越低越好 | $237.8M | $18.7B |
| 股东权益账面价值 | $485.0M | $-5.6B |
| 总资产 | $959.5M | $29.3B |
| 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AIOTBKNG
| Q4 25 | $31.2M | $17.2B | ||
| Q3 25 | $27.9M | $16.5B | ||
| Q2 25 | $31.2M | $17.6B | ||
| Q1 25 | $44.4M | $15.6B | ||
| Q4 24 | $33.6M | $16.2B | ||
| Q3 24 | $26.0M | $15.8B | ||
| Q2 24 | $30.2M | $16.3B | ||
| Q1 24 | — | $16.0B |
总债务AIOTBKNG
| Q4 25 | $237.8M | $18.7B | ||
| Q3 25 | $238.2M | $17.0B | ||
| Q2 25 | $239.0M | $18.5B | ||
| Q1 25 | $237.5M | $16.0B | ||
| Q4 24 | $238.5M | $16.6B | ||
| Q3 24 | $113.6M | $16.2B | ||
| Q2 24 | $113.7M | $16.8B | ||
| Q1 24 | — | $16.9B |
股东权益AIOTBKNG
| Q4 25 | $485.0M | $-5.6B | ||
| Q3 25 | $468.8M | $-4.7B | ||
| Q2 25 | $460.7M | $-6.7B | ||
| Q1 25 | $446.6M | $-6.1B | ||
| Q4 24 | $458.4M | $-4.0B | ||
| Q3 24 | $451.0M | $-3.7B | ||
| Q2 24 | $390.4M | $-4.3B | ||
| Q1 24 | — | $-4.1B |
总资产AIOTBKNG
| Q4 25 | $959.5M | $29.3B | ||
| Q3 25 | $936.9M | $28.8B | ||
| Q2 25 | $930.8M | $30.7B | ||
| Q1 25 | $910.1M | $27.2B | ||
| Q4 24 | $908.7M | $27.7B | ||
| Q3 24 | $748.3M | $28.0B | ||
| Q2 24 | $684.9M | $28.5B | ||
| Q1 24 | — | $27.7B |
负债/权益比AIOTBKNG
| 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 | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $1.4B |
| 自由现金流率自由现金流/营收 | 4.4% | 22.3% |
| 资本支出强度资本支出/营收 | 4.6% | 1.1% |
| 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 | $9.1B |
8季度趋势，按日历期对齐
经营现金流AIOTBKNG
| Q4 25 | $10.2M | $1.5B | ||
| Q3 25 | $5.5M | $1.4B | ||
| Q2 25 | $4.7M | $3.2B | ||
| Q1 25 | $13.5M | $3.3B | ||
| Q4 24 | — | $721.0M | ||
| Q3 24 | $-3.2M | $2.4B | ||
| Q2 24 | $-7.6M | $2.5B | ||
| Q1 24 | — | $2.7B |
自由现金流AIOTBKNG
| Q4 25 | $4.9M | $1.4B | ||
| Q3 25 | $1.2M | $1.4B | ||
| Q2 25 | $-3.4M | $3.1B | ||
| Q1 25 | $10.1M | $3.2B | ||
| Q4 24 | — | $645.0M | ||
| Q3 24 | $-8.0M | $2.3B | ||
| Q2 24 | $-13.2M | $2.4B | ||
| Q1 24 | — | $2.6B |
自由现金流率AIOTBKNG
| Q4 25 | 4.4% | 22.3% | ||
| Q3 25 | 1.1% | 15.2% | ||
| Q2 25 | -3.3% | 46.1% | ||
| Q1 25 | 9.8% | 66.4% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | -10.4% | 28.7% | ||
| Q2 24 | -17.5% | 40.6% | ||
| Q1 24 | — | 58.3% |
资本支出强度AIOTBKNG
| Q4 25 | 4.6% | 1.1% | ||
| Q3 25 | 3.9% | 0.7% | ||
| Q2 25 | 7.8% | 0.9% | ||
| Q1 25 | 3.3% | 2.5% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | 6.3% | 1.0% | ||
| Q2 24 | 7.4% | 2.5% | ||
| Q1 24 | — | 2.9% |
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% |
BKNG
| Merchant Revenue | $4.2B | 67% |
| Agency Revenue | $1.8B | 28% |
| Advertisingandotherrevenues | $309.0M | 5% |
