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Powerfleet, Inc.(AIOT)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是Powerfleet, Inc.的1.9倍($212.2M vs $113.5M),LiveRamp Holdings, Inc.净利率更高(18.8% vs -3.0%,领先21.8%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs 6.6%),过去两年Powerfleet, Inc.的营收复合增速更高(81.2% vs 11.1%)
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。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
AIOT vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.9倍
$113.5M
营收增速更快
RAMP
高出2.0%
6.6%
净利率更高
RAMP
高出21.8%
-3.0%
两年增速更快
AIOT
近两年复合增速
11.1%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $113.5M | $212.2M |
| 净利润 | $-3.4M | $39.9M |
| 毛利率 | 55.2% | 71.9% |
| 营业利润率 | 5.6% | 18.6% |
| 净利率 | -3.0% | 18.8% |
| 营收同比 | 6.6% | 8.6% |
| 净利润同比 | 76.6% | 255.7% |
| 每股收益(稀释后) | $-0.03 | $0.62 |
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
AIOT
RAMP
| Q4 25 | $113.5M | $212.2M | ||
| Q3 25 | $111.7M | $199.8M | ||
| Q2 25 | $104.1M | $194.8M | ||
| Q1 25 | $103.6M | $188.7M | ||
| Q4 24 | $106.4M | $195.4M | ||
| Q3 24 | $77.0M | $185.5M | ||
| Q2 24 | $75.4M | $176.0M | ||
| Q1 24 | — | $171.9M |
净利润
AIOT
RAMP
| Q4 25 | $-3.4M | $39.9M | ||
| Q3 25 | $-4.3M | $27.4M | ||
| Q2 25 | $-10.2M | $7.7M | ||
| Q1 25 | $-12.4M | $-6.3M | ||
| Q4 24 | $-14.3M | $11.2M | ||
| Q3 24 | $-1.9M | $1.7M | ||
| Q2 24 | $-22.3M | $-7.5M | ||
| Q1 24 | — | $-5.4M |
毛利率
AIOT
RAMP
| Q4 25 | 55.2% | 71.9% | ||
| Q3 25 | 56.0% | 70.2% | ||
| Q2 25 | 54.2% | 70.1% | ||
| Q1 25 | 52.8% | 69.3% | ||
| Q4 24 | 55.2% | 71.9% | ||
| Q3 24 | 53.7% | 72.4% | ||
| Q2 24 | 52.6% | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率
AIOT
RAMP
| Q4 25 | 5.6% | 18.6% | ||
| Q3 25 | 3.8% | 10.7% | ||
| Q2 25 | -2.0% | 3.7% | ||
| Q1 25 | -6.7% | -6.1% | ||
| Q4 24 | -1.2% | 7.5% | ||
| Q3 24 | 0.7% | 4.0% | ||
| Q2 24 | -24.2% | -3.0% | ||
| Q1 24 | — | -8.3% |
净利率
AIOT
RAMP
| Q4 25 | -3.0% | 18.8% | ||
| Q3 25 | -3.8% | 13.7% | ||
| Q2 25 | -9.8% | 4.0% | ||
| Q1 25 | -12.0% | -3.3% | ||
| Q4 24 | -13.5% | 5.7% | ||
| Q3 24 | -2.5% | 0.9% | ||
| Q2 24 | -29.6% | -4.3% | ||
| Q1 24 | — | -3.1% |
每股收益(稀释后)
AIOT
RAMP
| Q4 25 | $-0.03 | $0.62 | ||
| Q3 25 | $-0.03 | $0.42 | ||
| Q2 25 | $-0.08 | $0.12 | ||
| Q1 25 | $-0.09 | $-0.10 | ||
| Q4 24 | $-0.11 | $0.17 | ||
| Q3 24 | $-0.02 | $0.03 | ||
| Q2 24 | $-0.21 | $-0.11 | ||
| Q1 24 | — | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $962.3M |
| 总资产 | $959.5M | $1.3B |
| 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
AIOT
RAMP
| Q4 25 | $31.2M | $403.4M | ||
| Q3 25 | $27.9M | $376.9M | ||
| Q2 25 | $31.2M | $371.1M | ||
| Q1 25 | $44.4M | $420.8M | ||
| Q4 24 | $33.6M | $384.3M | ||
| Q3 24 | $26.0M | $348.4M | ||
| Q2 24 | $30.2M | $342.7M | ||
| Q1 24 | — | $368.9M |
总债务
AIOT
RAMP
| 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
AIOT
RAMP
| Q4 25 | $485.0M | $962.3M | ||
| Q3 25 | $468.8M | $943.8M | ||
| Q2 25 | $460.7M | $947.8M | ||
| Q1 25 | $446.6M | $948.9M | ||
| Q4 24 | $458.4M | $957.7M | ||
| Q3 24 | $451.0M | $932.1M | ||
| Q2 24 | $390.4M | $951.9M | ||
| Q1 24 | — | $949.1M |
总资产
AIOT
RAMP
| Q4 25 | $959.5M | $1.3B | ||
| Q3 25 | $936.9M | $1.2B | ||
| Q2 25 | $930.8M | $1.2B | ||
| Q1 25 | $910.1M | $1.3B | ||
| Q4 24 | $908.7M | $1.3B | ||
| Q3 24 | $748.3M | $1.2B | ||
| Q2 24 | $684.9M | $1.2B | ||
| Q1 24 | — | $1.2B |
负债/权益比
AIOT
RAMP
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $4.9M | — |
| 自由现金流率自由现金流/营收 | 4.4% | — |
| 资本支出强度资本支出/营收 | 4.6% | 0.1% |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
AIOT
RAMP
| Q4 25 | $10.2M | — | ||
| Q3 25 | $5.5M | $57.4M | ||
| Q2 25 | $4.7M | $-15.8M | ||
| Q1 25 | $13.5M | — | ||
| Q4 24 | $-6.1M | $45.1M | ||
| Q3 24 | $-3.2M | $55.6M | ||
| Q2 24 | $-7.6M | $-9.3M | ||
| Q1 24 | — | — |
自由现金流
AIOT
RAMP
| Q4 25 | $4.9M | — | ||
| Q3 25 | $1.2M | $56.8M | ||
| Q2 25 | $-3.4M | $-16.2M | ||
| Q1 25 | $10.1M | — | ||
| Q4 24 | $-12.2M | $44.8M | ||
| Q3 24 | $-8.0M | $55.4M | ||
| Q2 24 | $-13.2M | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率
AIOT
RAMP
| Q4 25 | 4.4% | — | ||
| Q3 25 | 1.1% | 28.4% | ||
| Q2 25 | -3.3% | -8.3% | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | -11.5% | 22.9% | ||
| Q3 24 | -10.4% | 29.8% | ||
| Q2 24 | -17.5% | -5.4% | ||
| Q1 24 | — | — |
资本支出强度
AIOT
RAMP
| Q4 25 | 4.6% | 0.1% | ||
| Q3 25 | 3.9% | 0.3% | ||
| Q2 25 | 7.8% | 0.2% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q4 24 | 5.8% | 0.1% | ||
| Q3 24 | 6.3% | 0.1% | ||
| Q2 24 | 7.4% | 0.1% | ||
| Q1 24 | — | 1.0% |
现金转化率
AIOT
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| 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% |
RAMP
暂无分部数据