vs
Powerfleet, Inc.（AIOT）与CarMax（KMX）财务数据对比。点击上方公司名可切换其他公司
CarMax的季度营收约是Powerfleet, Inc.的51.1倍（$5.8B vs $113.5M）。CarMax净利率更高（1.1% vs -3.0%，领先4.0%）。Powerfleet, Inc.同比增速更快（6.6% vs -6.9%）。CarMax自由现金流更多（$1.1B vs $4.9M）。过去两年Powerfleet, Inc.的营收复合增速更高（3.3% vs 1.5%）
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。
CarMax是美国知名二手车零售企业，下设两大业务板块：零售运营业务与汽车金融服务。该品牌最初是电路城公司的副业项目，1993年9月在弗吉尼亚州里士满开设首家门店，截至2025年1月在全美共运营253家线下门店。
AIOT vs KMX — 直观对比
营收规模更大
KMX
是对方的51.1倍
$113.5M
营收增速更快
AIOT
高出13.5%
-6.9%
净利率更高
KMX
高出4.0%
-3.0%
自由现金流更多
KMX
多$1.1B
$4.9M
两年增速更快
AIOT
近两年复合增速
1.5%
损益表 — Q3 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $5.8B |
| 净利润 | $-3.4M | $62.2M |
| 毛利率 | 55.2% | 10.2% |
| 营业利润率 | 5.6% | — |
| 净利率 | -3.0% | 1.1% |
| 营收同比 | 6.6% | -6.9% |
| 净利润同比 | 76.6% | -50.4% |
| 每股收益（稀释后） | $-0.03 | $0.43 |
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AIOTKMX
| Q4 25 | $113.5M | $5.8B | ||
| Q3 25 | $111.7M | $6.6B | ||
| Q2 25 | $104.1M | $7.5B | ||
| Q1 25 | $103.6M | $6.0B | ||
| Q4 24 | $106.4M | $6.2B | ||
| Q3 24 | $77.0M | $7.0B | ||
| Q2 24 | $75.4M | $7.1B | ||
| Q1 24 | — | $5.6B |
净利润AIOTKMX
| Q4 25 | $-3.4M | $62.2M | ||
| Q3 25 | $-4.3M | $95.4M | ||
| Q2 25 | $-10.2M | $210.4M | ||
| Q1 25 | $-12.4M | $89.9M | ||
| Q4 24 | $-14.3M | $125.4M | ||
| Q3 24 | $-1.9M | $132.8M | ||
| Q2 24 | $-22.3M | $152.4M | ||
| Q1 24 | — | $50.3M |
毛利率AIOTKMX
| Q4 25 | 55.2% | 10.2% | ||
| Q3 25 | 56.0% | 10.9% | ||
| Q2 25 | 54.2% | 11.8% | ||
| Q1 25 | 52.8% | 11.1% | ||
| Q4 24 | 55.2% | 10.9% | ||
| Q3 24 | 53.7% | 10.8% | ||
| Q2 24 | 52.6% | 11.1% | ||
| Q1 24 | — | 10.4% |
营业利润率AIOTKMX
| Q4 25 | 5.6% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | -2.0% | — | ||
| Q1 25 | -6.7% | 2.0% | ||
| Q4 24 | -1.2% | 2.7% | ||
| Q3 24 | 0.7% | 2.5% | ||
| Q2 24 | -24.2% | 2.9% | ||
| Q1 24 | — | 1.2% |
净利率AIOTKMX
| Q4 25 | -3.0% | 1.1% | ||
| Q3 25 | -3.8% | 1.4% | ||
| Q2 25 | -9.8% | 2.8% | ||
| Q1 25 | -12.0% | 1.5% | ||
| Q4 24 | -13.5% | 2.0% | ||
| Q3 24 | -2.5% | 1.9% | ||
| Q2 24 | -29.6% | 2.1% | ||
| Q1 24 | — | 0.9% |
每股收益（稀释后）AIOTKMX
| Q4 25 | $-0.03 | $0.43 | ||
| Q3 25 | $-0.03 | $0.64 | ||
| Q2 25 | $-0.08 | $1.38 | ||
| Q1 25 | $-0.09 | $0.58 | ||
| Q4 24 | $-0.11 | $0.81 | ||
| Q3 24 | $-0.02 | $0.85 | ||
| Q2 24 | $-0.21 | $0.97 | ||
| Q1 24 | — | $0.31 |
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 | $204.9M |
| 总债务越低越好 | $237.8M | $16.6B |
| 股东权益账面价值 | $485.0M | $6.1B |
| 总资产 | $959.5M | $25.6B |
| 负债/权益比越低杠杆越低 | 0.49× | 2.74× |
8季度趋势，按日历期对齐
现金及短期投资AIOTKMX
| Q4 25 | $31.2M | $204.9M | ||
| Q3 25 | $27.9M | $540.4M | ||
| Q2 25 | $31.2M | $262.8M | ||
| Q1 25 | $44.4M | $247.0M | ||
| Q4 24 | $33.6M | $271.9M | ||
| Q3 24 | $26.0M | $524.7M | ||
| Q2 24 | $30.2M | $218.9M | ||
| Q1 24 | — | $574.1M |
总债务AIOTKMX
| Q4 25 | $237.8M | $16.6B | ||
| Q3 25 | $238.2M | $17.8B | ||
| Q2 25 | $239.0M | $18.0B | ||
| Q1 25 | $237.5M | $18.1B | ||
| Q4 24 | $238.5M | $18.1B | ||
| Q3 24 | $113.6M | $18.1B | ||
| Q2 24 | $113.7M | $18.2B | ||
| Q1 24 | — | $18.0B |
股东权益AIOTKMX
| Q4 25 | $485.0M | $6.1B | ||
| Q3 25 | $468.8M | $6.2B | ||
| Q2 25 | $460.7M | $6.3B | ||
| Q1 25 | $446.6M | $6.2B | ||
| Q4 24 | $458.4M | $6.2B | ||
| Q3 24 | $451.0M | $6.2B | ||
| Q2 24 | $390.4M | $6.2B | ||
| Q1 24 | — | $6.1B |
总资产AIOTKMX
| Q4 25 | $959.5M | $25.6B | ||
| Q3 25 | $936.9M | $27.1B | ||
| Q2 25 | $930.8M | $27.4B | ||
| Q1 25 | $910.1M | $27.4B | ||
| Q4 24 | $908.7M | $27.3B | ||
| Q3 24 | $748.3M | $27.3B | ||
| Q2 24 | $684.9M | $27.2B | ||
| Q1 24 | — | $27.2B |
负债/权益比AIOTKMX
| Q4 25 | 0.49× | 2.74× | ||
| Q3 25 | 0.51× | 2.87× | ||
| Q2 25 | 0.52× | 2.86× | ||
| Q1 25 | 0.53× | 2.91× | ||
| Q4 24 | 0.52× | 2.92× | ||
| Q3 24 | 0.25× | 2.93× | ||
| Q2 24 | 0.29× | 2.95× | ||
| Q1 24 | — | 2.96× |
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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $1.1B |
| 自由现金流率自由现金流/营收 | 4.4% | 19.2% |
| 资本支出强度资本支出/营收 | 4.6% | 2.4% |
| 现金转化率经营现金流/净利润 | — | 20.14× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $1.9B |
8季度趋势，按日历期对齐
经营现金流AIOTKMX
| Q4 25 | $10.2M | $1.3B | ||
| Q3 25 | $5.5M | $785.5M | ||
| Q2 25 | $4.7M | $299.5M | ||
| Q1 25 | $13.5M | $146.4M | ||
| Q4 24 | — | $-23.4M | ||
| Q3 24 | $-3.2M | $619.1M | ||
| Q2 24 | $-7.6M | $-117.7M | ||
| Q1 24 | — | $309.6M |
自由现金流AIOTKMX
| Q4 25 | $4.9M | $1.1B | ||
| Q3 25 | $1.2M | $654.0M | ||
| Q2 25 | $-3.4M | $162.8M | ||
| Q1 25 | $10.1M | $18.8M | ||
| Q4 24 | — | $-150.6M | ||
| Q3 24 | $-8.0M | $509.9M | ||
| Q2 24 | $-13.2M | $-221.6M | ||
| Q1 24 | — | $199.8M |
自由现金流率AIOTKMX
| Q4 25 | 4.4% | 19.2% | ||
| Q3 25 | 1.1% | 9.9% | ||
| Q2 25 | -3.3% | 2.2% | ||
| Q1 25 | 9.8% | 0.3% | ||
| Q4 24 | — | -2.4% | ||
| Q3 24 | -10.4% | 7.3% | ||
| Q2 24 | -17.5% | -3.1% | ||
| Q1 24 | — | 3.6% |
资本支出强度AIOTKMX
| Q4 25 | 4.6% | 2.4% | ||
| Q3 25 | 3.9% | 2.0% | ||
| Q2 25 | 7.8% | 1.8% | ||
| Q1 25 | 3.3% | 2.1% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | 6.3% | 1.6% | ||
| Q2 24 | 7.4% | 1.5% | ||
| Q1 24 | — | 2.0% |
现金转化率AIOTKMX
| Q4 25 | — | 20.14× | ||
| Q3 25 | — | 8.24× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | -0.19× | ||
| Q3 24 | — | 4.66× | ||
| Q2 24 | — | -0.77× | ||
| Q1 24 | — | 6.16× |
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% |
KMX
| Used Vehicles | $4.5B | 78% |
| Wholesale Vehicles | $1.1B | 19% |
| Other | $150.6M | 3% |
| Extendedprotectionplan Domain | $96.6M | 2% |
| Advertising Subscription Revenues Domain | $35.1M | 1% |
| Service Domain | $18.5M | 0% |
| Thirdpartyfinancefees Domain | $3.0M | 0% |
