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Powerfleet, Inc.（AIOT）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
REPLIGEN CORP的季度营收约是Powerfleet, Inc.的1.7倍（$197.9M vs $113.5M），REPLIGEN CORP净利率更高（6.7% vs -3.0%，领先9.7%），REPLIGEN CORP同比增速更快（13.6% vs 6.6%），REPLIGEN CORP自由现金流更多（$17.6M vs $4.9M），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs 14.4%）
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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
AIOT vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.7倍
$113.5M
营收增速更快
RGEN
高出7.0%
6.6%
净利率更高
RGEN
高出9.7%
-3.0%
自由现金流更多
RGEN
多$12.6M
$4.9M
两年增速更快
AIOT
近两年复合增速
14.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $197.9M |
| 净利润 | $-3.4M | $13.3M |
| 毛利率 | 55.2% | 52.5% |
| 营业利润率 | 5.6% | 9.0% |
| 净利率 | -3.0% | 6.7% |
| 营收同比 | 6.6% | 13.6% |
| 净利润同比 | 76.6% | 143.9% |
| 每股收益（稀释后） | $-0.03 | $0.24 |
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AIOTRGEN
| Q4 25 | $113.5M | $197.9M | ||
| Q3 25 | $111.7M | $188.8M | ||
| Q2 25 | $104.1M | $182.4M | ||
| Q1 25 | $103.6M | $169.2M | ||
| Q4 24 | $106.4M | $174.1M | ||
| Q3 24 | $77.0M | $154.9M | ||
| Q2 24 | $75.4M | $154.1M | ||
| Q1 24 | — | $151.3M |
净利润AIOTRGEN
| Q4 25 | $-3.4M | $13.3M | ||
| Q3 25 | $-4.3M | $14.9M | ||
| Q2 25 | $-10.2M | $14.9M | ||
| Q1 25 | $-12.4M | $5.8M | ||
| Q4 24 | $-14.3M | $-30.3M | ||
| Q3 24 | $-1.9M | $-654.0K | ||
| Q2 24 | $-22.3M | $3.3M | ||
| Q1 24 | — | $2.1M |
毛利率AIOTRGEN
| Q4 25 | 55.2% | 52.5% | ||
| Q3 25 | 56.0% | 53.2% | ||
| Q2 25 | 54.2% | 50.0% | ||
| Q1 25 | 52.8% | 53.6% | ||
| Q4 24 | 55.2% | 26.1% | ||
| Q3 24 | 53.7% | 50.0% | ||
| Q2 24 | 52.6% | 49.8% | ||
| Q1 24 | — | 49.5% |
营业利润率AIOTRGEN
| Q4 25 | 5.6% | 9.0% | ||
| Q3 25 | 3.8% | 8.9% | ||
| Q2 25 | -2.0% | 7.6% | ||
| Q1 25 | -6.7% | 3.9% | ||
| Q4 24 | -1.2% | -17.7% | ||
| Q3 24 | 0.7% | -5.1% | ||
| Q2 24 | -24.2% | 1.0% | ||
| Q1 24 | — | 1.3% |
净利率AIOTRGEN
| Q4 25 | -3.0% | 6.7% | ||
| Q3 25 | -3.8% | 7.9% | ||
| Q2 25 | -9.8% | 8.2% | ||
| Q1 25 | -12.0% | 3.4% | ||
| Q4 24 | -13.5% | -17.4% | ||
| Q3 24 | -2.5% | -0.4% | ||
| Q2 24 | -29.6% | 2.2% | ||
| Q1 24 | — | 1.4% |
每股收益（稀释后）AIOTRGEN
| Q4 25 | $-0.03 | $0.24 | ||
| Q3 25 | $-0.03 | $0.26 | ||
| Q2 25 | $-0.08 | $0.26 | ||
| Q1 25 | $-0.09 | $0.10 | ||
| Q4 24 | $-0.11 | $-0.55 | ||
| Q3 24 | $-0.02 | $-0.01 | ||
| Q2 24 | $-0.21 | $0.06 | ||
| Q1 24 | — | $0.04 |
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 | $767.6M |
| 总债务越低越好 | $237.8M | $542.2M |
| 股东权益账面价值 | $485.0M | $2.1B |
| 总资产 | $959.5M | $2.9B |
| 负债/权益比越低杠杆越低 | 0.49× | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资AIOTRGEN
| Q4 25 | $31.2M | $767.6M | ||
| Q3 25 | $27.9M | $748.7M | ||
| Q2 25 | $31.2M | $708.9M | ||
| Q1 25 | $44.4M | $697.2M | ||
| Q4 24 | $33.6M | $757.4M | ||
| Q3 24 | $26.0M | $784.0M | ||
| Q2 24 | $30.2M | $809.1M | ||
| Q1 24 | — | $780.6M |
总债务AIOTRGEN
| Q4 25 | $237.8M | $542.2M | ||
| Q3 25 | $238.2M | $537.9M | ||
| Q2 25 | $239.0M | — | ||
| Q1 25 | $237.5M | — | ||
| Q4 24 | $238.5M | $525.6M | ||
| Q3 24 | $113.6M | — | ||
| Q2 24 | $113.7M | — | ||
| Q1 24 | — | — |
股东权益AIOTRGEN
| Q4 25 | $485.0M | $2.1B | ||
| Q3 25 | $468.8M | $2.1B | ||
| Q2 25 | $460.7M | $2.1B | ||
| Q1 25 | $446.6M | $2.0B | ||
| Q4 24 | $458.4M | $2.0B | ||
| Q3 24 | $451.0M | $2.0B | ||
| Q2 24 | $390.4M | $2.0B | ||
| Q1 24 | — | $2.0B |
总资产AIOTRGEN
| Q4 25 | $959.5M | $2.9B | ||
| Q3 25 | $936.9M | $2.9B | ||
| Q2 25 | $930.8M | $2.9B | ||
| Q1 25 | $910.1M | $2.9B | ||
| Q4 24 | $908.7M | $2.8B | ||
| Q3 24 | $748.3M | $2.8B | ||
| Q2 24 | $684.9M | $2.9B | ||
| Q1 24 | — | $2.8B |
负债/权益比AIOTRGEN
| Q4 25 | 0.49× | 0.26× | ||
| Q3 25 | 0.51× | 0.26× | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.52× | 0.27× | ||
| 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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $17.6M |
| 自由现金流率自由现金流/营收 | 4.4% | 8.9% |
| 资本支出强度资本支出/营收 | 4.6% | 4.1% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $93.9M |
8季度趋势，按日历期对齐
经营现金流AIOTRGEN
| Q4 25 | $10.2M | $25.7M | ||
| Q3 25 | $5.5M | $48.1M | ||
| Q2 25 | $4.7M | $28.6M | ||
| Q1 25 | $13.5M | $15.0M | ||
| Q4 24 | $-6.1M | $39.2M | ||
| Q3 24 | $-3.2M | $49.3M | ||
| Q2 24 | $-7.6M | $42.2M | ||
| Q1 24 | — | $44.7M |
自由现金流AIOTRGEN
| Q4 25 | $4.9M | $17.6M | ||
| Q3 25 | $1.2M | $43.4M | ||
| Q2 25 | $-3.4M | $21.5M | ||
| Q1 25 | $10.1M | $11.4M | ||
| Q4 24 | $-12.2M | $33.6M | ||
| Q3 24 | $-8.0M | $42.3M | ||
| Q2 24 | $-13.2M | $37.4M | ||
| Q1 24 | — | $36.4M |
自由现金流率AIOTRGEN
| Q4 25 | 4.4% | 8.9% | ||
| Q3 25 | 1.1% | 23.0% | ||
| Q2 25 | -3.3% | 11.8% | ||
| Q1 25 | 9.8% | 6.8% | ||
| Q4 24 | -11.5% | 19.3% | ||
| Q3 24 | -10.4% | 27.3% | ||
| Q2 24 | -17.5% | 24.3% | ||
| Q1 24 | — | 24.0% |
资本支出强度AIOTRGEN
| Q4 25 | 4.6% | 4.1% | ||
| Q3 25 | 3.9% | 2.5% | ||
| Q2 25 | 7.8% | 3.9% | ||
| Q1 25 | 3.3% | 2.1% | ||
| Q4 24 | 5.8% | 3.2% | ||
| Q3 24 | 6.3% | 4.5% | ||
| Q2 24 | 7.4% | 3.1% | ||
| Q1 24 | — | 5.5% |
现金转化率AIOTRGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 21.35× |
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% |
RGEN
暂无分部数据
