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Powerfleet, Inc.（AIOT）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是Powerfleet, Inc.的1.8倍（$207.3M vs $113.5M），Powerfleet, Inc.净利率更高（-3.0% vs -62.0%，领先59.1%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 6.6%），Powerfleet, Inc.自由现金流更多（$4.9M vs $-100.8M），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs 38.0%）
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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
AIOT vs RARE — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $207.3M |
| 净利润 | $-3.4M | $-128.6M |
| 毛利率 | 55.2% | — |
| 营业利润率 | 5.6% | -54.7% |
| 净利率 | -3.0% | -62.0% |
| 营收同比 | 6.6% | 25.9% |
| 净利润同比 | 76.6% | 3.5% |
| 每股收益（稀释后） | $-0.03 | $-1.28 |
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
| Q4 25 | $113.5M | $207.3M | ||
| Q3 25 | $111.7M | $159.9M | ||
| Q2 25 | $104.1M | $166.5M | ||
| Q1 25 | $103.6M | $139.3M | ||
| Q4 24 | $106.4M | $164.6M | ||
| Q3 24 | $77.0M | $139.5M | ||
| Q2 24 | $75.4M | $147.0M | ||
| Q1 24 | — | $108.8M |
| Q4 25 | $-3.4M | $-128.6M | ||
| Q3 25 | $-4.3M | $-180.4M | ||
| Q2 25 | $-10.2M | $-115.0M | ||
| Q1 25 | $-12.4M | $-151.1M | ||
| Q4 24 | $-14.3M | $-133.2M | ||
| Q3 24 | $-1.9M | $-133.5M | ||
| Q2 24 | $-22.3M | $-131.6M | ||
| Q1 24 | — | $-170.7M |
| Q4 25 | 55.2% | — | ||
| Q3 25 | 56.0% | — | ||
| Q2 25 | 54.2% | — | ||
| Q1 25 | 52.8% | — | ||
| Q4 24 | 55.2% | — | ||
| Q3 24 | 53.7% | — | ||
| Q2 24 | 52.6% | — | ||
| Q1 24 | — | — |
| Q4 25 | 5.6% | -54.7% | ||
| Q3 25 | 3.8% | -106.9% | ||
| Q2 25 | -2.0% | -64.8% | ||
| Q1 25 | -6.7% | -102.6% | ||
| Q4 24 | -1.2% | -74.3% | ||
| Q3 24 | 0.7% | -94.6% | ||
| Q2 24 | -24.2% | -79.1% | ||
| Q1 24 | — | -151.9% |
| Q4 25 | -3.0% | -62.0% | ||
| Q3 25 | -3.8% | -112.8% | ||
| Q2 25 | -9.8% | -69.0% | ||
| Q1 25 | -12.0% | -108.5% | ||
| Q4 24 | -13.5% | -80.9% | ||
| Q3 24 | -2.5% | -95.7% | ||
| Q2 24 | -29.6% | -89.5% | ||
| Q1 24 | — | -156.8% |
| Q4 25 | $-0.03 | $-1.28 | ||
| Q3 25 | $-0.03 | $-1.81 | ||
| Q2 25 | $-0.08 | $-1.17 | ||
| Q1 25 | $-0.09 | $-1.57 | ||
| Q4 24 | $-0.11 | $-1.34 | ||
| Q3 24 | $-0.02 | $-1.40 | ||
| Q2 24 | $-0.21 | $-1.52 | ||
| Q1 24 | — | $-2.03 |
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 | $421.0M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $-80.0M |
| 总资产 | $959.5M | $1.5B |
| 负债/权益比越低杠杆越低 | 0.49× | — |
8季度趋势，按日历期对齐
| Q4 25 | $31.2M | $421.0M | ||
| Q3 25 | $27.9M | $202.5M | ||
| Q2 25 | $31.2M | $176.3M | ||
| Q1 25 | $44.4M | $127.1M | ||
| Q4 24 | $33.6M | $174.0M | ||
| Q3 24 | $26.0M | $150.6M | ||
| Q2 24 | $30.2M | $480.7M | ||
| Q1 24 | — | $112.3M |
| 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 | — | — |
| Q4 25 | $485.0M | $-80.0M | ||
| Q3 25 | $468.8M | $9.2M | ||
| Q2 25 | $460.7M | $151.3M | ||
| Q1 25 | $446.6M | $144.2M | ||
| Q4 24 | $458.4M | $255.0M | ||
| Q3 24 | $451.0M | $346.8M | ||
| Q2 24 | $390.4M | $432.4M | ||
| Q1 24 | — | $140.3M |
| Q4 25 | $959.5M | $1.5B | ||
| Q3 25 | $936.9M | $1.2B | ||
| Q2 25 | $930.8M | $1.3B | ||
| Q1 25 | $910.1M | $1.3B | ||
| Q4 24 | $908.7M | $1.5B | ||
| Q3 24 | $748.3M | $1.5B | ||
| Q2 24 | $684.9M | $1.6B | ||
| Q1 24 | — | $1.3B |
| 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 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $-100.8M |
| 自由现金流率自由现金流/营收 | 4.4% | -48.6% |
| 资本支出强度资本支出/营收 | 4.6% | 0.5% |
| 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 | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $10.2M | $-99.8M | ||
| Q3 25 | $5.5M | $-91.4M | ||
| Q2 25 | $4.7M | $-108.3M | ||
| Q1 25 | $13.5M | $-166.5M | ||
| Q4 24 | $-6.1M | $-79.3M | ||
| Q3 24 | $-3.2M | $-67.0M | ||
| Q2 24 | $-7.6M | $-77.0M | ||
| Q1 24 | — | $-190.7M |
| Q4 25 | $4.9M | $-100.8M | ||
| Q3 25 | $1.2M | $-92.7M | ||
| Q2 25 | $-3.4M | $-110.7M | ||
| Q1 25 | $10.1M | $-167.8M | ||
| Q4 24 | $-12.2M | $-79.5M | ||
| Q3 24 | $-8.0M | $-68.6M | ||
| Q2 24 | $-13.2M | $-79.0M | ||
| Q1 24 | — | $-193.9M |
| Q4 25 | 4.4% | -48.6% | ||
| Q3 25 | 1.1% | -58.0% | ||
| Q2 25 | -3.3% | -66.5% | ||
| Q1 25 | 9.8% | -120.5% | ||
| Q4 24 | -11.5% | -48.3% | ||
| Q3 24 | -10.4% | -49.2% | ||
| Q2 24 | -17.5% | -53.7% | ||
| Q1 24 | — | -178.2% |
| Q4 25 | 4.6% | 0.5% | ||
| Q3 25 | 3.9% | 0.8% | ||
| Q2 25 | 7.8% | 1.5% | ||
| Q1 25 | 3.3% | 1.0% | ||
| Q4 24 | 5.8% | 0.1% | ||
| Q3 24 | 6.3% | 1.2% | ||
| Q2 24 | 7.4% | 1.4% | ||
| Q1 24 | — | 3.0% |
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% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
