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Powerfleet, Inc.（AIOT）与INSEEGO CORP.（INSG）财务数据对比。点击上方公司名可切换其他公司
Powerfleet, Inc.的季度营收约是INSEEGO CORP.的2.3倍（$113.5M vs $48.4M）。INSEEGO CORP.净利率更高（1.0% vs -3.0%，领先3.9%）。Powerfleet, Inc.同比增速更快（6.6% vs 0.6%）。INSEEGO CORP.自由现金流更多（$11.6M vs $4.9M）。过去两年INSEEGO CORP.的营收复合增速更高（13.6% 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。
Inseego Corp是全球领先的5G及物联网解决方案提供商，主打移动热点、边缘计算设备及云端设备管理平台产品，客户覆盖全球范围内的电信运营商、企业及公共部门。
AIOT vs INSG — 直观对比
营收规模更大
AIOT
是对方的2.3倍
$48.4M
营收增速更快
AIOT
高出6.0%
0.6%
净利率更高
INSG
高出3.9%
-3.0%
自由现金流更多
INSG
多$6.7M
$4.9M
两年增速更快
INSG
近两年复合增速
3.3%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $48.4M |
| 净利润 | $-3.4M | $469.0K |
| 毛利率 | 55.2% | 42.2% |
| 营业利润率 | 5.6% | 2.7% |
| 净利率 | -3.0% | 1.0% |
| 营收同比 | 6.6% | 0.6% |
| 净利润同比 | 76.6% | 182.9% |
| 每股收益（稀释后） | $-0.03 | $-0.02 |
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AIOTINSG
| Q4 25 | $113.5M | $48.4M | ||
| Q3 25 | $111.7M | $45.9M | ||
| Q2 25 | $104.1M | $40.2M | ||
| Q1 25 | $103.6M | $31.7M | ||
| Q4 24 | $106.4M | $48.1M | ||
| Q3 24 | $77.0M | $54.0M | ||
| Q2 24 | $75.4M | $51.6M | ||
| Q1 24 | — | $37.5M |
净利润AIOTINSG
| Q4 25 | $-3.4M | $469.0K | ||
| Q3 25 | $-4.3M | $1.4M | ||
| Q2 25 | $-10.2M | $507.0K | ||
| Q1 25 | $-12.4M | $-1.6M | ||
| Q4 24 | $-14.3M | $-566.0K | ||
| Q3 24 | $-1.9M | $9.0M | ||
| Q2 24 | $-22.3M | $624.0K | ||
| Q1 24 | — | $-4.5M |
毛利率AIOTINSG
| Q4 25 | 55.2% | 42.2% | ||
| Q3 25 | 56.0% | 41.6% | ||
| Q2 25 | 54.2% | 41.1% | ||
| Q1 25 | 52.8% | 47.3% | ||
| Q4 24 | 55.2% | 37.3% | ||
| Q3 24 | 53.7% | 34.8% | ||
| Q2 24 | 52.6% | 36.4% | ||
| Q1 24 | — | 35.3% |
营业利润率AIOTINSG
| Q4 25 | 5.6% | 2.7% | ||
| Q3 25 | 3.8% | 4.7% | ||
| Q2 25 | -2.0% | 3.2% | ||
| Q1 25 | -6.7% | -1.3% | ||
| Q4 24 | -1.2% | 3.7% | ||
| Q3 24 | 0.7% | 1.9% | ||
| Q2 24 | -24.2% | 3.6% | ||
| Q1 24 | — | -7.9% |
净利率AIOTINSG
| Q4 25 | -3.0% | 1.0% | ||
| Q3 25 | -3.8% | 3.1% | ||
| Q2 25 | -9.8% | 1.3% | ||
| Q1 25 | -12.0% | -5.0% | ||
| Q4 24 | -13.5% | -1.2% | ||
| Q3 24 | -2.5% | 16.6% | ||
| Q2 24 | -29.6% | 1.2% | ||
| Q1 24 | — | -11.9% |
每股收益（稀释后）AIOTINSG
| Q4 25 | $-0.03 | $-0.02 | ||
| Q3 25 | $-0.03 | $0.03 | ||
| Q2 25 | $-0.08 | $-0.03 | ||
| Q1 25 | $-0.09 | $-0.16 | ||
| Q4 24 | $-0.11 | $0.62 | ||
| Q3 24 | $-0.02 | $-0.06 | ||
| Q2 24 | $-0.21 | $-0.02 | ||
| Q1 24 | — | $-0.44 |
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 | $24.9M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $-4.0M |
| 总资产 | $959.5M | $93.8M |
| 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AIOTINSG
| Q4 25 | $31.2M | $24.9M | ||
| Q3 25 | $27.9M | $14.6M | ||
| Q2 25 | $31.2M | $13.2M | ||
| Q1 25 | $44.4M | $35.1M | ||
| Q4 24 | $33.6M | $39.6M | ||
| Q3 24 | $26.0M | $12.0M | ||
| Q2 24 | $30.2M | $49.0M | ||
| Q1 24 | — | $12.3M |
总债务AIOTINSG
| 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AIOTINSG
| Q4 25 | $485.0M | $-4.0M | ||
| Q3 25 | $468.8M | $-7.7M | ||
| Q2 25 | $460.7M | $-10.5M | ||
| Q1 25 | $446.6M | $-13.0M | ||
| Q4 24 | $458.4M | $-12.9M | ||
| Q3 24 | $451.0M | $-85.1M | ||
| Q2 24 | $390.4M | $-101.8M | ||
| Q1 24 | — | $-105.6M |
总资产AIOTINSG
| Q4 25 | $959.5M | $93.8M | ||
| Q3 25 | $936.9M | $85.8M | ||
| Q2 25 | $930.8M | $83.1M | ||
| Q1 25 | $910.1M | $93.0M | ||
| Q4 24 | $908.7M | $100.0M | ||
| Q3 24 | $748.3M | $113.4M | ||
| Q2 24 | $684.9M | $149.6M | ||
| Q1 24 | — | $122.1M |
负债/权益比AIOTINSG
| 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 | $12.0M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $11.6M |
| 自由现金流率自由现金流/营收 | 4.4% | 24.0% |
| 资本支出强度资本支出/营收 | 4.6% | 0.7% |
| 现金转化率经营现金流/净利润 | — | 25.50× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $6.5M |
8季度趋势，按日历期对齐
经营现金流AIOTINSG
| Q4 25 | $10.2M | $12.0M | ||
| Q3 25 | $5.5M | $3.2M | ||
| Q2 25 | $4.7M | $-4.5M | ||
| Q1 25 | $13.5M | $-3.5M | ||
| Q4 24 | — | $-14.2M | ||
| Q3 24 | $-3.2M | $14.8M | ||
| Q2 24 | $-7.6M | $27.6M | ||
| Q1 24 | — | $5.2M |
自由现金流AIOTINSG
| Q4 25 | $4.9M | $11.6M | ||
| Q3 25 | $1.2M | $3.1M | ||
| Q2 25 | $-3.4M | $-4.7M | ||
| Q1 25 | $10.1M | $-3.5M | ||
| Q4 24 | — | $-14.3M | ||
| Q3 24 | $-8.0M | $14.8M | ||
| Q2 24 | $-13.2M | $27.6M | ||
| Q1 24 | — | — |
自由现金流率AIOTINSG
| Q4 25 | 4.4% | 24.0% | ||
| Q3 25 | 1.1% | 6.7% | ||
| Q2 25 | -3.3% | -11.6% | ||
| Q1 25 | 9.8% | -11.0% | ||
| Q4 24 | — | -29.7% | ||
| Q3 24 | -10.4% | 27.4% | ||
| Q2 24 | -17.5% | 53.5% | ||
| Q1 24 | — | — |
资本支出强度AIOTINSG
| Q4 25 | 4.6% | 0.7% | ||
| Q3 25 | 3.9% | 0.2% | ||
| Q2 25 | 7.8% | 0.5% | ||
| Q1 25 | 3.3% | 0.1% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | 6.3% | 0.0% | ||
| Q2 24 | 7.4% | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率AIOTINSG
| Q4 25 | — | 25.50× | ||
| Q3 25 | — | 2.22× | ||
| Q2 25 | — | -8.81× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | — | 44.31× | ||
| 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% |
INSG
暂无分部数据
