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Powerfleet, Inc.（AIOT）与ESCO TECHNOLOGIES INC（ESE）财务数据对比。点击上方公司名可切换其他公司
ESCO TECHNOLOGIES INC的季度营收约是Powerfleet, Inc.的2.6倍（$289.7M vs $113.5M）。ESCO TECHNOLOGIES INC净利率更高（9.9% vs -3.0%，领先12.9%）。ESCO TECHNOLOGIES INC同比增速更快（17.3% vs 6.6%）。ESCO TECHNOLOGIES INC自由现金流更多（$63.0M vs $4.9M）。过去两年ESCO TECHNOLOGIES INC的营收复合增速更高（7.8% 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。
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
AIOT vs ESE — 直观对比
营收规模更大
ESE
是对方的2.6倍
$113.5M
营收增速更快
ESE
高出10.6%
6.6%
净利率更高
ESE
高出12.9%
-3.0%
自由现金流更多
ESE
多$58.0M
$4.9M
两年增速更快
ESE
近两年复合增速
3.3%
损益表 — Q3 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $289.7M |
| 净利润 | $-3.4M | $28.7M |
| 毛利率 | 55.2% | 41.4% |
| 营业利润率 | 5.6% | 13.2% |
| 净利率 | -3.0% | 9.9% |
| 营收同比 | 6.6% | 17.3% |
| 净利润同比 | 76.6% | 22.2% |
| 每股收益（稀释后） | $-0.03 | $1.11 |
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AIOTESE
| Q4 25 | $113.5M | $289.7M | ||
| Q3 25 | $111.7M | $286.5M | ||
| Q2 25 | $104.1M | $296.3M | ||
| Q1 25 | $103.6M | $265.5M | ||
| Q4 24 | $106.4M | $247.0M | ||
| Q3 24 | $77.0M | $298.5M | ||
| Q2 24 | $75.4M | $260.8M | ||
| Q1 24 | — | $249.1M |
净利润AIOTESE
| Q4 25 | $-3.4M | $28.7M | ||
| Q3 25 | $-4.3M | $218.7M | ||
| Q2 25 | $-10.2M | $26.1M | ||
| Q1 25 | $-12.4M | $31.0M | ||
| Q4 24 | $-14.3M | $23.5M | ||
| Q3 24 | $-1.9M | $34.3M | ||
| Q2 24 | $-22.3M | $29.2M | ||
| Q1 24 | — | $23.2M |
毛利率AIOTESE
| Q4 25 | 55.2% | 41.4% | ||
| Q3 25 | 56.0% | 45.9% | ||
| Q2 25 | 54.2% | 41.2% | ||
| Q1 25 | 52.8% | 41.1% | ||
| Q4 24 | 55.2% | 39.8% | ||
| Q3 24 | 53.7% | 40.1% | ||
| Q2 24 | 52.6% | 39.6% | ||
| Q1 24 | — | 38.8% |
营业利润率AIOTESE
| Q4 25 | 5.6% | 13.2% | ||
| Q3 25 | 3.8% | 17.2% | ||
| Q2 25 | -2.0% | 11.2% | ||
| Q1 25 | -6.7% | 15.3% | ||
| Q4 24 | -1.2% | 11.4% | ||
| Q3 24 | 0.7% | 14.8% | ||
| Q2 24 | -24.2% | 14.3% | ||
| Q1 24 | — | 11.7% |
净利率AIOTESE
| Q4 25 | -3.0% | 9.9% | ||
| Q3 25 | -3.8% | 76.3% | ||
| Q2 25 | -9.8% | 8.8% | ||
| Q1 25 | -12.0% | 11.7% | ||
| Q4 24 | -13.5% | 9.5% | ||
| Q3 24 | -2.5% | 11.5% | ||
| Q2 24 | -29.6% | 11.2% | ||
| Q1 24 | — | 9.3% |
每股收益（稀释后）AIOTESE
| Q4 25 | $-0.03 | $1.11 | ||
| Q3 25 | $-0.03 | $8.43 | ||
| Q2 25 | $-0.08 | $1.01 | ||
| Q1 25 | $-0.09 | $1.20 | ||
| Q4 24 | $-0.11 | $0.91 | ||
| Q3 24 | $-0.02 | $1.32 | ||
| Q2 24 | $-0.21 | $1.13 | ||
| Q1 24 | — | $0.90 |
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 | $103.8M |
| 总债务越低越好 | $237.8M | $145.5M |
| 股东权益账面价值 | $485.0M | $1.6B |
| 总资产 | $959.5M | $2.4B |
| 负债/权益比越低杠杆越低 | 0.49× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资AIOTESE
| Q4 25 | $31.2M | $103.8M | ||
| Q3 25 | $27.9M | $101.3M | ||
| Q2 25 | $31.2M | $78.7M | ||
| Q1 25 | $44.4M | $57.4M | ||
| Q4 24 | $33.6M | $71.3M | ||
| Q3 24 | $26.0M | $66.0M | ||
| Q2 24 | $30.2M | $63.0M | ||
| Q1 24 | — | $59.4M |
总债务AIOTESE
| Q4 25 | $237.8M | $145.5M | ||
| Q3 25 | $238.2M | $186.0M | ||
| Q2 25 | $239.0M | $525.0M | ||
| Q1 25 | $237.5M | $88.0M | ||
| Q4 24 | $238.5M | $112.0M | ||
| Q3 24 | $113.6M | $122.0M | ||
| Q2 24 | $113.7M | $173.0M | ||
| Q1 24 | — | $191.0M |
股东权益AIOTESE
| Q4 25 | $485.0M | $1.6B | ||
| Q3 25 | $468.8M | $1.5B | ||
| Q2 25 | $460.7M | $1.3B | ||
| Q1 25 | $446.6M | $1.3B | ||
| Q4 24 | $458.4M | $1.2B | ||
| Q3 24 | $451.0M | $1.2B | ||
| Q2 24 | $390.4M | $1.2B | ||
| Q1 24 | — | $1.2B |
总资产AIOTESE
| Q4 25 | $959.5M | $2.4B | ||
| Q3 25 | $936.9M | $2.4B | ||
| Q2 25 | $930.8M | $2.5B | ||
| Q1 25 | $910.1M | $1.8B | ||
| Q4 24 | $908.7M | $1.8B | ||
| Q3 24 | $748.3M | $1.8B | ||
| Q2 24 | $684.9M | $1.8B | ||
| Q1 24 | — | $1.8B |
负债/权益比AIOTESE
| Q4 25 | 0.49× | 0.09× | ||
| Q3 25 | 0.51× | 0.12× | ||
| Q2 25 | 0.52× | 0.40× | ||
| Q1 25 | 0.53× | 0.07× | ||
| Q4 24 | 0.52× | 0.09× | ||
| Q3 24 | 0.25× | 0.10× | ||
| Q2 24 | 0.29× | 0.14× | ||
| Q1 24 | — | 0.16× |
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 | $68.9M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $63.0M |
| 自由现金流率自由现金流/营收 | 4.4% | 21.7% |
| 资本支出强度资本支出/营收 | 4.6% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 2.40× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $239.6M |
8季度趋势，按日历期对齐
经营现金流AIOTESE
| Q4 25 | $10.2M | $68.9M | ||
| Q3 25 | $5.5M | $109.9M | ||
| Q2 25 | $4.7M | $73.7M | ||
| Q1 25 | $13.5M | $24.1M | ||
| Q4 24 | — | $34.2M | ||
| Q3 24 | $-3.2M | $72.1M | ||
| Q2 24 | $-7.6M | $36.2M | ||
| Q1 24 | — | $10.5M |
自由现金流AIOTESE
| Q4 25 | $4.9M | $63.0M | ||
| Q3 25 | $1.2M | $97.8M | ||
| Q2 25 | $-3.4M | $64.9M | ||
| Q1 25 | $10.1M | $14.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | $-8.0M | $60.9M | ||
| Q2 24 | $-13.2M | $27.6M | ||
| Q1 24 | — | $2.0M |
自由现金流率AIOTESE
| Q4 25 | 4.4% | 21.7% | ||
| Q3 25 | 1.1% | 34.1% | ||
| Q2 25 | -3.3% | 21.9% | ||
| Q1 25 | 9.8% | 5.3% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | -10.4% | 20.4% | ||
| Q2 24 | -17.5% | 10.6% | ||
| Q1 24 | — | 0.8% |
资本支出强度AIOTESE
| Q4 25 | 4.6% | 2.0% | ||
| Q3 25 | 3.9% | 4.2% | ||
| Q2 25 | 7.8% | 3.0% | ||
| Q1 25 | 3.3% | 3.8% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | 6.3% | 3.8% | ||
| Q2 24 | 7.4% | 3.3% | ||
| Q1 24 | — | 3.4% |
现金转化率AIOTESE
| Q4 25 | — | 2.40× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 2.10× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 0.45× |
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% |
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
