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Powerfleet, Inc.（AIOT）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是Powerfleet, Inc.的5.9倍（$665.5M vs $113.5M）。朗美通净利率更高（11.8% vs -3.0%，领先14.7%）。朗美通同比增速更快（65.5% vs 6.6%）。朗美通自由现金流更多（$43.1M vs $4.9M）。过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
AIOT vs LITE — 直观对比
营收规模更大
LITE
是对方的5.9倍
$113.5M
营收增速更快
LITE
高出58.8%
6.6%
净利率更高
LITE
高出14.7%
-3.0%
自由现金流更多
LITE
多$38.2M
$4.9M
两年增速更快
LITE
近两年复合增速
3.3%
损益表 — Q3 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $665.5M |
| 净利润 | $-3.4M | $78.2M |
| 毛利率 | 55.2% | 36.1% |
| 营业利润率 | 5.6% | 9.7% |
| 净利率 | -3.0% | 11.8% |
| 营收同比 | 6.6% | 65.5% |
| 净利润同比 | 76.6% | 228.4% |
| 每股收益（稀释后） | $-0.03 | $0.89 |
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AIOTLITE
| Q4 25 | $113.5M | $665.5M | ||
| Q3 25 | $111.7M | $533.8M | ||
| Q2 25 | $104.1M | $480.7M | ||
| Q1 25 | $103.6M | $425.2M | ||
| Q4 24 | $106.4M | $402.2M | ||
| Q3 24 | $77.0M | $336.9M | ||
| Q2 24 | $75.4M | $308.3M | ||
| Q1 24 | — | $366.5M |
净利润AIOTLITE
| Q4 25 | $-3.4M | $78.2M | ||
| Q3 25 | $-4.3M | $4.2M | ||
| Q2 25 | $-10.2M | $213.3M | ||
| Q1 25 | $-12.4M | $-44.1M | ||
| Q4 24 | $-14.3M | $-60.9M | ||
| Q3 24 | $-1.9M | $-82.4M | ||
| Q2 24 | $-22.3M | $-252.5M | ||
| Q1 24 | — | $-127.0M |
毛利率AIOTLITE
| Q4 25 | 55.2% | 36.1% | ||
| Q3 25 | 56.0% | 34.0% | ||
| Q2 25 | 54.2% | 33.3% | ||
| Q1 25 | 52.8% | 28.8% | ||
| Q4 24 | 55.2% | 24.8% | ||
| Q3 24 | 53.7% | 23.1% | ||
| Q2 24 | 52.6% | 16.6% | ||
| Q1 24 | — | 16.2% |
营业利润率AIOTLITE
| Q4 25 | 5.6% | 9.7% | ||
| Q3 25 | 3.8% | 1.3% | ||
| Q2 25 | -2.0% | -1.7% | ||
| Q1 25 | -6.7% | -8.9% | ||
| Q4 24 | -1.2% | -12.8% | ||
| Q3 24 | 0.7% | -24.5% | ||
| Q2 24 | -24.2% | -43.3% | ||
| Q1 24 | — | -31.3% |
净利率AIOTLITE
| Q4 25 | -3.0% | 11.8% | ||
| Q3 25 | -3.8% | 0.8% | ||
| Q2 25 | -9.8% | 44.4% | ||
| Q1 25 | -12.0% | -10.4% | ||
| Q4 24 | -13.5% | -15.1% | ||
| Q3 24 | -2.5% | -24.5% | ||
| Q2 24 | -29.6% | -81.9% | ||
| Q1 24 | — | -34.7% |
每股收益（稀释后）AIOTLITE
| Q4 25 | $-0.03 | $0.89 | ||
| Q3 25 | $-0.03 | $0.05 | ||
| Q2 25 | $-0.08 | $3.10 | ||
| Q1 25 | $-0.09 | $-0.64 | ||
| Q4 24 | $-0.11 | $-0.88 | ||
| Q3 24 | $-0.02 | $-1.21 | ||
| Q2 24 | $-0.21 | $-3.75 | ||
| Q1 24 | — | $-1.88 |
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 | $1.2B |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $846.6M |
| 总资产 | $959.5M | $4.8B |
| 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AIOTLITE
| Q4 25 | $31.2M | $1.2B | ||
| Q3 25 | $27.9M | $1.1B | ||
| Q2 25 | $31.2M | $877.1M | ||
| Q1 25 | $44.4M | $866.7M | ||
| Q4 24 | $33.6M | $896.7M | ||
| Q3 24 | $26.0M | $916.1M | ||
| Q2 24 | $30.2M | $887.0M | ||
| Q1 24 | — | $870.9M |
总债务AIOTLITE
| 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AIOTLITE
| Q4 25 | $485.0M | $846.6M | ||
| Q3 25 | $468.8M | $780.8M | ||
| Q2 25 | $460.7M | $1.1B | ||
| Q1 25 | $446.6M | $879.5M | ||
| Q4 24 | $458.4M | $872.3M | ||
| Q3 24 | $451.0M | $895.9M | ||
| Q2 24 | $390.4M | $957.3M | ||
| Q1 24 | — | $1.2B |
总资产AIOTLITE
| Q4 25 | $959.5M | $4.8B | ||
| Q3 25 | $936.9M | $4.6B | ||
| Q2 25 | $930.8M | $4.2B | ||
| Q1 25 | $910.1M | $4.0B | ||
| Q4 24 | $908.7M | $4.0B | ||
| Q3 24 | $748.3M | $4.0B | ||
| Q2 24 | $684.9M | $3.9B | ||
| Q1 24 | — | $4.2B |
负债/权益比AIOTLITE
| 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 | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $43.1M |
| 自由现金流率自由现金流/营收 | 4.4% | 6.5% |
| 资本支出强度资本支出/营收 | 4.6% | 12.6% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流AIOTLITE
| Q4 25 | $10.2M | $126.7M | ||
| Q3 25 | $5.5M | $57.9M | ||
| Q2 25 | $4.7M | $64.0M | ||
| Q1 25 | $13.5M | $-1.6M | ||
| Q4 24 | — | $24.3M | ||
| Q3 24 | $-3.2M | $39.6M | ||
| Q2 24 | $-7.6M | $35.5M | ||
| Q1 24 | — | $-7.0M |
自由现金流AIOTLITE
| Q4 25 | $4.9M | $43.1M | ||
| Q3 25 | $1.2M | $-18.3M | ||
| Q2 25 | $-3.4M | $10.1M | ||
| Q1 25 | $10.1M | $-64.4M | ||
| Q4 24 | — | $-15.9M | ||
| Q3 24 | $-8.0M | $-34.5M | ||
| Q2 24 | $-13.2M | $10.9M | ||
| Q1 24 | — | $-26.6M |
自由现金流率AIOTLITE
| Q4 25 | 4.4% | 6.5% | ||
| Q3 25 | 1.1% | -3.4% | ||
| Q2 25 | -3.3% | 2.1% | ||
| Q1 25 | 9.8% | -15.1% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | -10.4% | -10.2% | ||
| Q2 24 | -17.5% | 3.5% | ||
| Q1 24 | — | -7.3% |
资本支出强度AIOTLITE
| Q4 25 | 4.6% | 12.6% | ||
| Q3 25 | 3.9% | 14.3% | ||
| Q2 25 | 7.8% | 11.2% | ||
| Q1 25 | 3.3% | 14.8% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | 6.3% | 22.0% | ||
| Q2 24 | 7.4% | 8.0% | ||
| Q1 24 | — | 5.3% |
现金转化率AIOTLITE
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 13.79× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
