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Powerfleet, Inc.（AIOT）与PUMA BIOTECHNOLOGY, INC.（PBYI）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PUMA BIOTECHNOLOGY, INC.的1.5倍（$113.5M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 6.6%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $4.9M），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs 31.3%）
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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
AIOT vs PBYI — 直观对比
营收规模更大
AIOT
是对方的1.5倍
$75.5M
营收增速更快
PBYI
高出21.1%
6.6%
自由现金流更多
PBYI
多$9.4M
$4.9M
两年增速更快
AIOT
近两年复合增速
31.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $75.5M |
| 净利润 | $-3.4M | — |
| 毛利率 | 55.2% | 69.3% |
| 营业利润率 | 5.6% | 22.7% |
| 净利率 | -3.0% | — |
| 营收同比 | 6.6% | 27.7% |
| 净利润同比 | 76.6% | — |
| 每股收益（稀释后） | $-0.03 | $0.26 |
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AIOTPBYI
| Q4 25 | $113.5M | $75.5M | ||
| Q3 25 | $111.7M | $54.5M | ||
| Q2 25 | $104.1M | $52.4M | ||
| Q1 25 | $103.6M | $46.0M | ||
| Q4 24 | $106.4M | $59.1M | ||
| Q3 24 | $77.0M | $80.5M | ||
| Q2 24 | $75.4M | $47.1M | ||
| Q1 24 | — | $43.8M |
净利润AIOTPBYI
| Q4 25 | $-3.4M | — | ||
| Q3 25 | $-4.3M | $8.8M | ||
| Q2 25 | $-10.2M | $5.9M | ||
| Q1 25 | $-12.4M | $3.0M | ||
| Q4 24 | $-14.3M | — | ||
| Q3 24 | $-1.9M | $20.3M | ||
| Q2 24 | $-22.3M | $-4.5M | ||
| Q1 24 | — | $-4.8M |
毛利率AIOTPBYI
| Q4 25 | 55.2% | 69.3% | ||
| Q3 25 | 56.0% | 77.7% | ||
| Q2 25 | 54.2% | 76.5% | ||
| Q1 25 | 52.8% | 77.1% | ||
| Q4 24 | 55.2% | 76.4% | ||
| Q3 24 | 53.7% | 63.9% | ||
| Q2 24 | 52.6% | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率AIOTPBYI
| Q4 25 | 5.6% | 22.7% | ||
| Q3 25 | 3.8% | 17.6% | ||
| Q2 25 | -2.0% | 12.7% | ||
| Q1 25 | -6.7% | 8.7% | ||
| Q4 24 | -1.2% | 22.6% | ||
| Q3 24 | 0.7% | 27.4% | ||
| Q2 24 | -24.2% | -4.6% | ||
| Q1 24 | — | -5.3% |
净利率AIOTPBYI
| Q4 25 | -3.0% | — | ||
| Q3 25 | -3.8% | 16.2% | ||
| Q2 25 | -9.8% | 11.2% | ||
| Q1 25 | -12.0% | 6.5% | ||
| Q4 24 | -13.5% | — | ||
| Q3 24 | -2.5% | 25.2% | ||
| Q2 24 | -29.6% | -9.6% | ||
| Q1 24 | — | -11.0% |
每股收益（稀释后）AIOTPBYI
| Q4 25 | $-0.03 | $0.26 | ||
| Q3 25 | $-0.03 | $0.17 | ||
| Q2 25 | $-0.08 | $0.12 | ||
| Q1 25 | $-0.09 | $0.06 | ||
| Q4 24 | $-0.11 | $0.40 | ||
| Q3 24 | $-0.02 | $0.41 | ||
| Q2 24 | $-0.21 | $-0.09 | ||
| Q1 24 | — | $-0.10 |
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 | $97.5M |
| 总债务越低越好 | $237.8M | $22.7M |
| 股东权益账面价值 | $485.0M | $130.3M |
| 总资产 | $959.5M | $216.3M |
| 负债/权益比越低杠杆越低 | 0.49× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AIOTPBYI
| Q4 25 | $31.2M | $97.5M | ||
| Q3 25 | $27.9M | $94.4M | ||
| Q2 25 | $31.2M | $96.0M | ||
| Q1 25 | $44.4M | $93.2M | ||
| Q4 24 | $33.6M | $101.0M | ||
| Q3 24 | $26.0M | $96.7M | ||
| Q2 24 | $30.2M | $96.8M | ||
| Q1 24 | — | $107.2M |
总债务AIOTPBYI
| Q4 25 | $237.8M | $22.7M | ||
| Q3 25 | $238.2M | $34.0M | ||
| Q2 25 | $239.0M | $45.3M | ||
| Q1 25 | $237.5M | $56.7M | ||
| Q4 24 | $238.5M | $68.0M | ||
| Q3 24 | $113.6M | $79.3M | ||
| Q2 24 | $113.7M | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益AIOTPBYI
| Q4 25 | $485.0M | $130.3M | ||
| Q3 25 | $468.8M | $115.3M | ||
| Q2 25 | $460.7M | $104.7M | ||
| Q1 25 | $446.6M | $97.1M | ||
| Q4 24 | $458.4M | $92.1M | ||
| Q3 24 | $451.0M | $71.1M | ||
| Q2 24 | $390.4M | $48.5M | ||
| Q1 24 | — | $51.0M |
总资产AIOTPBYI
| Q4 25 | $959.5M | $216.3M | ||
| Q3 25 | $936.9M | $202.9M | ||
| Q2 25 | $930.8M | $194.9M | ||
| Q1 25 | $910.1M | $196.2M | ||
| Q4 24 | $908.7M | $213.3M | ||
| Q3 24 | $748.3M | $220.7M | ||
| Q2 24 | $684.9M | $205.0M | ||
| Q1 24 | — | $214.1M |
负债/权益比AIOTPBYI
| Q4 25 | 0.49× | 0.17× | ||
| Q3 25 | 0.51× | 0.30× | ||
| Q2 25 | 0.52× | 0.43× | ||
| Q1 25 | 0.53× | 0.58× | ||
| Q4 24 | 0.52× | 0.74× | ||
| Q3 24 | 0.25× | 1.12× | ||
| Q2 24 | 0.29× | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $14.4M |
| 自由现金流率自由现金流/营收 | 4.4% | 19.1% |
| 资本支出强度资本支出/营收 | 4.6% | 0.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $12.9M | $41.7M |
8季度趋势，按日历期对齐
经营现金流AIOTPBYI
| Q4 25 | $10.2M | $14.4M | ||
| Q3 25 | $5.5M | $9.7M | ||
| Q2 25 | $4.7M | $14.1M | ||
| Q1 25 | $13.5M | $3.6M | ||
| Q4 24 | $-6.1M | $15.6M | ||
| Q3 24 | $-3.2M | $11.0M | ||
| Q2 24 | $-7.6M | $1.0M | ||
| Q1 24 | — | $11.2M |
自由现金流AIOTPBYI
| Q4 25 | $4.9M | $14.4M | ||
| Q3 25 | $1.2M | $9.7M | ||
| Q2 25 | $-3.4M | $14.1M | ||
| Q1 25 | $10.1M | $3.6M | ||
| Q4 24 | $-12.2M | $15.6M | ||
| Q3 24 | $-8.0M | $11.0M | ||
| Q2 24 | $-13.2M | $1.0M | ||
| Q1 24 | — | — |
自由现金流率AIOTPBYI
| Q4 25 | 4.4% | 19.1% | ||
| Q3 25 | 1.1% | 17.7% | ||
| Q2 25 | -3.3% | 26.8% | ||
| Q1 25 | 9.8% | 7.7% | ||
| Q4 24 | -11.5% | 26.4% | ||
| Q3 24 | -10.4% | 13.7% | ||
| Q2 24 | -17.5% | 2.1% | ||
| Q1 24 | — | — |
资本支出强度AIOTPBYI
| Q4 25 | 4.6% | 0.0% | ||
| Q3 25 | 3.9% | 0.0% | ||
| Q2 25 | 7.8% | 0.0% | ||
| Q1 25 | 3.3% | 0.1% | ||
| Q4 24 | 5.8% | 0.0% | ||
| Q3 24 | 6.3% | 0.0% | ||
| Q2 24 | 7.4% | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率AIOTPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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% |
PBYI
暂无分部数据
