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Powerfleet, Inc.（AIOT）与嘉年华集团（CCL）财务数据对比。点击上方公司名可切换其他公司
嘉年华集团的季度营收约是Powerfleet, Inc.的55.8倍（$6.3B vs $113.5M）。嘉年华集团净利率更高（6.6% vs -3.0%，领先9.6%）。Powerfleet, Inc.同比增速更快（6.6% vs 6.6%）。嘉年华集团自由现金流更多（$12.0M vs $4.9M）。过去两年嘉年华集团的营收复合增速更高（8.2% 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。
嘉年华集团是全球规模最大的休闲旅游集团，核心业务为邮轮运营，旗下拥有多个全球知名邮轮品牌，每年服务数百万乘客，提供覆盖住宿、餐饮、娱乐、岸上观光的一站式度假体验，航线遍布全球热门目的地。
AIOT vs CCL — 直观对比
营收规模更大
CCL
是对方的55.8倍
$113.5M
营收增速更快
AIOT
高出0.0%
6.6%
净利率更高
CCL
高出9.6%
-3.0%
自由现金流更多
CCL
多$7.1M
$4.9M
两年增速更快
CCL
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 | $421.0M |
| 毛利率 | 55.2% | — |
| 营业利润率 | 5.6% | 11.6% |
| 净利率 | -3.0% | 6.6% |
| 营收同比 | 6.6% | 6.6% |
| 净利润同比 | 76.6% | 38.9% |
| 每股收益（稀释后） | $-0.03 | $0.33 |
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AIOTCCL
| Q4 25 | $113.5M | $6.3B | ||
| Q3 25 | $111.7M | $8.2B | ||
| Q2 25 | $104.1M | $6.3B | ||
| Q1 25 | $103.6M | $5.8B | ||
| Q4 24 | $106.4M | $5.9B | ||
| Q3 24 | $77.0M | $7.9B | ||
| Q2 24 | $75.4M | $5.8B | ||
| Q1 24 | — | $5.4B |
净利润AIOTCCL
| Q4 25 | $-3.4M | $421.0M | ||
| Q3 25 | $-4.3M | $1.9B | ||
| Q2 25 | $-10.2M | $565.0M | ||
| Q1 25 | $-12.4M | $-78.0M | ||
| Q4 24 | $-14.3M | $303.0M | ||
| Q3 24 | $-1.9M | $1.7B | ||
| Q2 24 | $-22.3M | $92.0M | ||
| Q1 24 | — | $-214.0M |
毛利率AIOTCCL
| Q4 25 | 55.2% | — | ||
| Q3 25 | 56.0% | 46.2% | ||
| Q2 25 | 54.2% | 38.6% | ||
| Q1 25 | 52.8% | 35.2% | ||
| Q4 24 | 55.2% | 35.5% | ||
| Q3 24 | 53.7% | 45.5% | ||
| Q2 24 | 52.6% | 34.3% | ||
| Q1 24 | — | 31.5% |
营业利润率AIOTCCL
| Q4 25 | 5.6% | 11.6% | ||
| Q3 25 | 3.8% | 27.9% | ||
| Q2 25 | -2.0% | 14.8% | ||
| Q1 25 | -6.7% | 9.3% | ||
| Q4 24 | -1.2% | 9.4% | ||
| Q3 24 | 0.7% | 27.6% | ||
| Q2 24 | -24.2% | 9.7% | ||
| Q1 24 | — | 5.1% |
净利率AIOTCCL
| Q4 25 | -3.0% | 6.6% | ||
| Q3 25 | -3.8% | 22.7% | ||
| Q2 25 | -9.8% | 8.9% | ||
| Q1 25 | -12.0% | -1.3% | ||
| Q4 24 | -13.5% | 5.1% | ||
| Q3 24 | -2.5% | 22.0% | ||
| Q2 24 | -29.6% | 1.6% | ||
| Q1 24 | — | -4.0% |
每股收益（稀释后）AIOTCCL
| Q4 25 | $-0.03 | $0.33 | ||
| Q3 25 | $-0.03 | $1.33 | ||
| Q2 25 | $-0.08 | $0.42 | ||
| Q1 25 | $-0.09 | $-0.06 | ||
| Q4 24 | $-0.11 | $0.28 | ||
| Q3 24 | $-0.02 | $1.26 | ||
| Q2 24 | $-0.21 | $0.07 | ||
| Q1 24 | — | $-0.17 |
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 | $27.4B |
| 股东权益账面价值 | $485.0M | $12.3B |
| 总资产 | $959.5M | $51.7B |
| 负债/权益比越低杠杆越低 | 0.49× | 2.23× |
8季度趋势，按日历期对齐
现金及短期投资AIOTCCL
| Q4 25 | $31.2M | $1.9B | ||
| Q3 25 | $27.9M | $1.8B | ||
| Q2 25 | $31.2M | $2.1B | ||
| Q1 25 | $44.4M | $833.0M | ||
| Q4 24 | $33.6M | $1.2B | ||
| Q3 24 | $26.0M | $1.5B | ||
| Q2 24 | $30.2M | $1.6B | ||
| Q1 24 | — | $2.2B |
总债务AIOTCCL
| Q4 25 | $237.8M | $27.4B | ||
| Q3 25 | $238.2M | $27.2B | ||
| Q2 25 | $239.0M | $28.0B | ||
| Q1 25 | $237.5M | $27.7B | ||
| Q4 24 | $238.5M | $28.2B | ||
| Q3 24 | $113.6M | $29.6B | ||
| Q2 24 | $113.7M | $30.2B | ||
| Q1 24 | — | $31.6B |
股东权益AIOTCCL
| Q4 25 | $485.0M | $12.3B | ||
| Q3 25 | $468.8M | $11.9B | ||
| Q2 25 | $460.7M | $10.0B | ||
| Q1 25 | $446.6M | $9.2B | ||
| Q4 24 | $458.4M | $9.3B | ||
| Q3 24 | $451.0M | $8.6B | ||
| Q2 24 | $390.4M | $6.8B | ||
| Q1 24 | — | $6.7B |
总资产AIOTCCL
| Q4 25 | $959.5M | $51.7B | ||
| Q3 25 | $936.9M | $50.8B | ||
| Q2 25 | $930.8M | $51.2B | ||
| Q1 25 | $910.1M | $48.5B | ||
| Q4 24 | $908.7M | $49.1B | ||
| Q3 24 | $748.3M | $49.8B | ||
| Q2 24 | $684.9M | $49.6B | ||
| Q1 24 | — | $49.8B |
负债/权益比AIOTCCL
| Q4 25 | 0.49× | 2.23× | ||
| Q3 25 | 0.51× | 2.28× | ||
| Q2 25 | 0.52× | 2.79× | ||
| Q1 25 | 0.53× | 3.02× | ||
| Q4 24 | 0.52× | 3.05× | ||
| Q3 24 | 0.25× | 3.45× | ||
| Q2 24 | 0.29× | 4.43× | ||
| Q1 24 | — | 4.72× |
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 | $12.0M |
| 自由现金流率自由现金流/营收 | 4.4% | 0.2% |
| 资本支出强度资本支出/营收 | 4.6% | 23.8% |
| 现金转化率经营现金流/净利润 | — | 3.61× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $2.6B |
8季度趋势，按日历期对齐
经营现金流AIOTCCL
| Q4 25 | $10.2M | $1.5B | ||
| Q3 25 | $5.5M | $1.4B | ||
| Q2 25 | $4.7M | $2.4B | ||
| Q1 25 | $13.5M | $925.0M | ||
| Q4 24 | — | $911.0M | ||
| Q3 24 | $-3.2M | $1.2B | ||
| Q2 24 | $-7.6M | $2.0B | ||
| Q1 24 | — | $1.8B |
自由现金流AIOTCCL
| Q4 25 | $4.9M | $12.0M | ||
| Q3 25 | $1.2M | $736.0M | ||
| Q2 25 | $-3.4M | $1.5B | ||
| Q1 25 | $10.1M | $318.0M | ||
| Q4 24 | — | $319.0M | ||
| Q3 24 | $-8.0M | $628.0M | ||
| Q2 24 | $-13.2M | $720.0M | ||
| Q1 24 | — | $-370.0M |
自由现金流率AIOTCCL
| Q4 25 | 4.4% | 0.2% | ||
| Q3 25 | 1.1% | 9.0% | ||
| Q2 25 | -3.3% | 24.4% | ||
| Q1 25 | 9.8% | 5.5% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | -10.4% | 8.0% | ||
| Q2 24 | -17.5% | 12.5% | ||
| Q1 24 | — | -6.8% |
资本支出强度AIOTCCL
| Q4 25 | 4.6% | 23.8% | ||
| Q3 25 | 3.9% | 7.9% | ||
| Q2 25 | 7.8% | 13.4% | ||
| Q1 25 | 3.3% | 10.4% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | 6.3% | 7.3% | ||
| Q2 24 | 7.4% | 22.8% | ||
| Q1 24 | — | 39.5% |
现金转化率AIOTCCL
| Q4 25 | — | 3.61× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 4.23× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.01× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 22.16× | ||
| 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% |
CCL
| Cruise Passenger Ticket | $4.1B | 64% |
| Other | $2.2B | 34% |
| Cruise | $90.0M | 1% |
| Tour And Other | $29.0M | 0% |
