vs
Powerfleet, Inc.（AIOT）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
BRC Group Holdings, Inc.的季度营收约是Powerfleet, Inc.的1.7倍（$188.3M vs $113.5M），BRC Group Holdings, Inc.净利率更高（47.9% vs -3.0%，领先50.9%），Powerfleet, Inc.同比增速更快（6.6% vs -21.9%），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs -15.4%）
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。
AIOT vs RILY — 直观对比
营收规模更大
RILY
是对方的1.7倍
$113.5M
营收增速更快
AIOT
高出28.5%
-21.9%
净利率更高
RILY
高出50.9%
-3.0%
两年增速更快
AIOT
近两年复合增速
-15.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $188.3M |
| 净利润 | $-3.4M | $90.3M |
| 毛利率 | 55.2% | 79.5% |
| 营业利润率 | 5.6% | 32.3% |
| 净利率 | -3.0% | 47.9% |
| 营收同比 | 6.6% | -21.9% |
| 净利润同比 | 76.6% | 1710.8% |
| 每股收益（稀释后） | $-0.03 | $2.78 |
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AIOTRILY
| Q4 25 | $113.5M | $188.3M | ||
| Q3 25 | $111.7M | $215.3M | ||
| Q2 25 | $104.1M | $188.2M | ||
| Q1 25 | $103.6M | $197.2M | ||
| Q4 24 | $106.4M | $241.0M | ||
| Q3 24 | $77.0M | $225.5M | ||
| Q2 24 | $75.4M | $256.0M | ||
| Q1 24 | — | $263.4M |
净利润AIOTRILY
| Q4 25 | $-3.4M | $90.3M | ||
| Q3 25 | $-4.3M | $91.1M | ||
| Q2 25 | $-10.2M | $139.5M | ||
| Q1 25 | $-12.4M | $-10.0M | ||
| Q4 24 | $-14.3M | $-5.6M | ||
| Q3 24 | $-1.9M | $-284.4M | ||
| Q2 24 | $-22.3M | $-433.6M | ||
| Q1 24 | — | $-49.2M |
毛利率AIOTRILY
| Q4 25 | 55.2% | 79.5% | ||
| Q3 25 | 56.0% | 83.7% | ||
| Q2 25 | 54.2% | 81.3% | ||
| Q1 25 | 52.8% | 81.4% | ||
| Q4 24 | 55.2% | 79.8% | ||
| Q3 24 | 53.7% | 82.1% | ||
| Q2 24 | 52.6% | 84.5% | ||
| Q1 24 | — | 85.3% |
营业利润率AIOTRILY
| Q4 25 | 5.6% | 32.3% | ||
| Q3 25 | 3.8% | 30.4% | ||
| Q2 25 | -2.0% | 5.7% | ||
| Q1 25 | -6.7% | -31.2% | ||
| Q4 24 | -1.2% | -69.2% | ||
| Q3 24 | 0.7% | -36.4% | ||
| Q2 24 | -24.2% | -90.8% | ||
| Q1 24 | — | -6.1% |
净利率AIOTRILY
| Q4 25 | -3.0% | 47.9% | ||
| Q3 25 | -3.8% | 42.3% | ||
| Q2 25 | -9.8% | 74.1% | ||
| Q1 25 | -12.0% | -5.1% | ||
| Q4 24 | -13.5% | -2.3% | ||
| Q3 24 | -2.5% | -126.1% | ||
| Q2 24 | -29.6% | -169.4% | ||
| Q1 24 | — | -18.7% |
每股收益（稀释后）AIOTRILY
| Q4 25 | $-0.03 | $2.78 | ||
| Q3 25 | $-0.03 | $2.91 | ||
| Q2 25 | $-0.08 | $4.50 | ||
| Q1 25 | $-0.09 | $-0.39 | ||
| Q4 24 | $-0.11 | $-0.01 | ||
| Q3 24 | $-0.02 | $-9.39 | ||
| Q2 24 | $-0.21 | $-14.35 | ||
| Q1 24 | — | $-1.71 |
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 | $226.6M |
| 总债务越低越好 | $237.8M | $1.4B |
| 股东权益账面价值 | $485.0M | $-171.5M |
| 总资产 | $959.5M | $1.7B |
| 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AIOTRILY
| Q4 25 | $31.2M | $226.6M | ||
| Q3 25 | $27.9M | $184.2M | ||
| Q2 25 | $31.2M | $267.4M | ||
| Q1 25 | $44.4M | $138.3M | ||
| Q4 24 | $33.6M | $146.9M | ||
| Q3 24 | $26.0M | $159.2M | ||
| Q2 24 | $30.2M | $236.9M | ||
| Q1 24 | — | $190.7M |
总债务AIOTRILY
| Q4 25 | $237.8M | $1.4B | ||
| Q3 25 | $238.2M | $1.3B | ||
| Q2 25 | $239.0M | $1.3B | ||
| Q1 25 | $237.5M | $1.4B | ||
| Q4 24 | $238.5M | $1.5B | ||
| Q3 24 | $113.6M | — | ||
| Q2 24 | $113.7M | — | ||
| Q1 24 | — | — |
股东权益AIOTRILY
| Q4 25 | $485.0M | $-171.5M | ||
| Q3 25 | $468.8M | $-260.5M | ||
| Q2 25 | $460.7M | $-351.7M | ||
| Q1 25 | $446.6M | $-496.8M | ||
| Q4 24 | $458.4M | $-488.2M | ||
| Q3 24 | $451.0M | $-497.6M | ||
| Q2 24 | $390.4M | $-218.3M | ||
| Q1 24 | — | $228.4M |
总资产AIOTRILY
| Q4 25 | $959.5M | $1.7B | ||
| Q3 25 | $936.9M | $1.7B | ||
| Q2 25 | $930.8M | $1.5B | ||
| Q1 25 | $910.1M | $1.5B | ||
| Q4 24 | $908.7M | $1.8B | ||
| Q3 24 | $748.3M | $2.2B | ||
| Q2 24 | $684.9M | $3.2B | ||
| Q1 24 | — | $5.0B |
负债/权益比AIOTRILY
| 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 | $26.2M |
| 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 | — | 0.29× |
| 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AIOTRILY
| Q4 25 | $10.2M | $26.2M | ||
| Q3 25 | $5.5M | $-60.6M | ||
| Q2 25 | $4.7M | $-25.6M | ||
| Q1 25 | $13.5M | $184.0K | ||
| Q4 24 | $-6.1M | $-2.7M | ||
| Q3 24 | $-3.2M | $19.5M | ||
| Q2 24 | $-7.6M | $111.5M | ||
| Q1 24 | — | $135.4M |
自由现金流AIOTRILY
| Q4 25 | $4.9M | — | ||
| Q3 25 | $1.2M | — | ||
| Q2 25 | $-3.4M | — | ||
| Q1 25 | $10.1M | — | ||
| Q4 24 | $-12.2M | — | ||
| Q3 24 | $-8.0M | — | ||
| Q2 24 | $-13.2M | — | ||
| Q1 24 | — | — |
自由现金流率AIOTRILY
| Q4 25 | 4.4% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | -3.3% | — | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | -11.5% | — | ||
| Q3 24 | -10.4% | — | ||
| Q2 24 | -17.5% | — | ||
| Q1 24 | — | — |
资本支出强度AIOTRILY
| Q4 25 | 4.6% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 6.3% | — | ||
| Q2 24 | 7.4% | — | ||
| Q1 24 | — | — |
现金转化率AIOTRILY
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
