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Powerfleet, Inc.（AIOT）与Ribbon Communications Inc.（RBBN）财务数据对比。点击上方公司名可切换其他公司
Ribbon Communications Inc.的季度营收约是Powerfleet, Inc.的1.4倍（$162.6M vs $113.5M），Ribbon Communications Inc.净利率更高（54.8% vs -3.0%，领先57.7%），Powerfleet, Inc.同比增速更快（6.6% vs -10.3%），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
AIOT vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.4倍
$113.5M
营收增速更快
AIOT
高出16.9%
-10.3%
净利率更高
RBBN
高出57.7%
-3.0%
两年增速更快
AIOT
近两年复合增速
-8.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $162.6M |
| 净利润 | $-3.4M | $89.1M |
| 毛利率 | 55.2% | 42.9% |
| 营业利润率 | 5.6% | 37.6% |
| 净利率 | -3.0% | 54.8% |
| 营收同比 | 6.6% | -10.3% |
| 净利润同比 | 76.6% | — |
| 每股收益（稀释后） | $-0.03 | $0.50 |
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AIOTRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $113.5M | $227.3M | ||
| Q3 25 | $111.7M | $215.4M | ||
| Q2 25 | $104.1M | $220.6M | ||
| Q1 25 | $103.6M | $181.3M | ||
| Q4 24 | $106.4M | $251.4M | ||
| Q3 24 | $77.0M | $210.2M | ||
| Q2 24 | $75.4M | $192.6M |
净利润AIOTRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-3.4M | — | ||
| Q3 25 | $-4.3M | $-12.1M | ||
| Q2 25 | $-10.2M | $-11.1M | ||
| Q1 25 | $-12.4M | $-26.2M | ||
| Q4 24 | $-14.3M | — | ||
| Q3 24 | $-1.9M | $-13.4M | ||
| Q2 24 | $-22.3M | $-16.8M |
毛利率AIOTRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 55.2% | 53.3% | ||
| Q3 25 | 56.0% | 50.1% | ||
| Q2 25 | 54.2% | 49.6% | ||
| Q1 25 | 52.8% | 45.4% | ||
| Q4 24 | 55.2% | 55.7% | ||
| Q3 24 | 53.7% | 52.1% | ||
| Q2 24 | 52.6% | 50.8% |
营业利润率AIOTRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 5.6% | 4.1% | ||
| Q3 25 | 3.8% | 1.3% | ||
| Q2 25 | -2.0% | 1.9% | ||
| Q1 25 | -6.7% | -10.8% | ||
| Q4 24 | -1.2% | 13.2% | ||
| Q3 24 | 0.7% | -0.4% | ||
| Q2 24 | -24.2% | -1.0% |
净利率AIOTRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -3.0% | — | ||
| Q3 25 | -3.8% | -5.6% | ||
| Q2 25 | -9.8% | -5.0% | ||
| Q1 25 | -12.0% | -14.5% | ||
| Q4 24 | -13.5% | — | ||
| Q3 24 | -2.5% | -6.4% | ||
| Q2 24 | -29.6% | -8.7% |
每股收益（稀释后）AIOTRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.03 | $0.50 | ||
| Q3 25 | $-0.03 | $-0.07 | ||
| Q2 25 | $-0.08 | $-0.06 | ||
| Q1 25 | $-0.09 | $-0.15 | ||
| Q4 24 | $-0.11 | $0.05 | ||
| Q3 24 | $-0.02 | $-0.08 | ||
| Q2 24 | $-0.21 | $-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 | $67.6M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $419.1M |
| 总资产 | $959.5M | — |
| 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AIOTRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $31.2M | $96.4M | ||
| Q3 25 | $27.9M | $74.8M | ||
| Q2 25 | $31.2M | $60.5M | ||
| Q1 25 | $44.4M | $71.2M | ||
| Q4 24 | $33.6M | $87.8M | ||
| Q3 24 | $26.0M | $37.2M | ||
| Q2 24 | $30.2M | $64.6M |
总债务AIOTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $237.8M | $342.1M | ||
| Q3 25 | $238.2M | $344.3M | ||
| Q2 25 | $239.0M | $346.5M | ||
| Q1 25 | $237.5M | $347.4M | ||
| Q4 24 | $238.5M | $348.3M | ||
| Q3 24 | $113.6M | $349.1M | ||
| Q2 24 | $113.7M | $350.0M |
股东权益AIOTRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $485.0M | $449.0M | ||
| Q3 25 | $468.8M | $360.1M | ||
| Q2 25 | $460.7M | $370.4M | ||
| Q1 25 | $446.6M | $381.8M | ||
| Q4 24 | $458.4M | $404.6M | ||
| Q3 24 | $451.0M | $395.5M | ||
| Q2 24 | $390.4M | $405.0M |
总资产AIOTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $959.5M | $1.2B | ||
| Q3 25 | $936.9M | $1.1B | ||
| Q2 25 | $930.8M | $1.1B | ||
| Q1 25 | $910.1M | $1.1B | ||
| Q4 24 | $908.7M | $1.2B | ||
| Q3 24 | $748.3M | $1.1B | ||
| Q2 24 | $684.9M | $1.1B |
负债/权益比AIOTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 0.76× | ||
| Q3 25 | 0.51× | 0.96× | ||
| Q2 25 | 0.52× | 0.94× | ||
| Q1 25 | 0.53× | 0.91× | ||
| Q4 24 | 0.52× | 0.86× | ||
| Q3 24 | 0.25× | 0.88× | ||
| Q2 24 | 0.29× | 0.86× |
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% | — |
| 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AIOTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $10.2M | $29.2M | ||
| Q3 25 | $5.5M | $26.5M | ||
| Q2 25 | $4.7M | $-795.0K | ||
| Q1 25 | $13.5M | $-3.5M | ||
| Q4 24 | $-6.1M | $61.8M | ||
| Q3 24 | $-3.2M | $-14.8M | ||
| Q2 24 | $-7.6M | $-9.8M |
自由现金流AIOTRBBN
| Q1 26 | — | — | ||
| Q4 25 | $4.9M | $27.3M | ||
| Q3 25 | $1.2M | $21.0M | ||
| Q2 25 | $-3.4M | $-6.5M | ||
| Q1 25 | $10.1M | $-15.7M | ||
| Q4 24 | $-12.2M | $53.8M | ||
| Q3 24 | $-8.0M | $-23.7M | ||
| Q2 24 | $-13.2M | $-12.9M |
自由现金流率AIOTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 12.0% | ||
| Q3 25 | 1.1% | 9.7% | ||
| Q2 25 | -3.3% | -2.9% | ||
| Q1 25 | 9.8% | -8.7% | ||
| Q4 24 | -11.5% | 21.4% | ||
| Q3 24 | -10.4% | -11.3% | ||
| Q2 24 | -17.5% | -6.7% |
资本支出强度AIOTRBBN
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 0.9% | ||
| Q3 25 | 3.9% | 2.6% | ||
| Q2 25 | 7.8% | 2.6% | ||
| Q1 25 | 3.3% | 6.7% | ||
| Q4 24 | 5.8% | 3.2% | ||
| Q3 24 | 6.3% | 4.2% | ||
| Q2 24 | 7.4% | 1.6% |
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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
