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Powerfleet, Inc.（AIOT）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是Powerfleet, Inc.的2.0倍（$225.0M vs $113.5M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 6.6%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $4.9M），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
AIOT vs ROCK — 直观对比
营收规模更大
ROCK
是对方的2.0倍
$113.5M
营收增速更快
ROCK
高出18.3%
6.6%
自由现金流更多
ROCK
多$21.3M
$4.9M
两年增速更快
AIOT
近两年复合增速
-12.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $225.0M |
| 净利润 | $-3.4M | — |
| 毛利率 | 55.2% | 25.3% |
| 营业利润率 | 5.6% | 7.9% |
| 净利率 | -3.0% | — |
| 营收同比 | 6.6% | 24.9% |
| 净利润同比 | 76.6% | — |
| 每股收益（稀释后） | $-0.03 | — |
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AIOTROCK
| Q4 25 | $113.5M | $225.0M | ||
| Q3 25 | $111.7M | $310.9M | ||
| Q2 25 | $104.1M | $309.5M | ||
| Q1 25 | $103.6M | $290.0M | ||
| Q4 24 | $106.4M | $180.1M | ||
| Q3 24 | $77.0M | $277.1M | ||
| Q2 24 | $75.4M | $273.6M | ||
| Q1 24 | — | $292.5M |
净利润AIOTROCK
| Q4 25 | $-3.4M | — | ||
| Q3 25 | $-4.3M | $-89.1M | ||
| Q2 25 | $-10.2M | $26.0M | ||
| Q1 25 | $-12.4M | $21.1M | ||
| Q4 24 | $-14.3M | — | ||
| Q3 24 | $-1.9M | $34.0M | ||
| Q2 24 | $-22.3M | $32.2M | ||
| Q1 24 | — | $24.9M |
毛利率AIOTROCK
| Q4 25 | 55.2% | 25.3% | ||
| Q3 25 | 56.0% | 26.6% | ||
| Q2 25 | 54.2% | 28.4% | ||
| Q1 25 | 52.8% | 26.8% | ||
| Q4 24 | 55.2% | 29.0% | ||
| Q3 24 | 53.7% | 29.4% | ||
| Q2 24 | 52.6% | 30.5% | ||
| Q1 24 | — | 28.9% |
营业利润率AIOTROCK
| Q4 25 | 5.6% | 7.9% | ||
| Q3 25 | 3.8% | 12.8% | ||
| Q2 25 | -2.0% | 12.8% | ||
| Q1 25 | -6.7% | 8.8% | ||
| Q4 24 | -1.2% | 13.3% | ||
| Q3 24 | 0.7% | 15.6% | ||
| Q2 24 | -24.2% | 14.9% | ||
| Q1 24 | — | 10.8% |
净利率AIOTROCK
| Q4 25 | -3.0% | — | ||
| Q3 25 | -3.8% | -28.6% | ||
| Q2 25 | -9.8% | 8.4% | ||
| Q1 25 | -12.0% | 7.3% | ||
| Q4 24 | -13.5% | — | ||
| Q3 24 | -2.5% | 12.3% | ||
| Q2 24 | -29.6% | 11.8% | ||
| Q1 24 | — | 8.5% |
每股收益（稀释后）AIOTROCK
| Q4 25 | $-0.03 | — | ||
| Q3 25 | $-0.03 | $-2.98 | ||
| Q2 25 | $-0.08 | $0.87 | ||
| Q1 25 | $-0.09 | — | ||
| Q4 24 | $-0.11 | — | ||
| Q3 24 | $-0.02 | $1.11 | ||
| Q2 24 | $-0.21 | $1.05 | ||
| Q1 24 | — | — |
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 | $115.7M |
| 总债务越低越好 | $237.8M | $0 |
| 股东权益账面价值 | $485.0M | $950.4M |
| 总资产 | $959.5M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.49× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AIOTROCK
| Q4 25 | $31.2M | $115.7M | ||
| Q3 25 | $27.9M | $89.4M | ||
| Q2 25 | $31.2M | $43.3M | ||
| Q1 25 | $44.4M | $25.1M | ||
| Q4 24 | $33.6M | $269.5M | ||
| Q3 24 | $26.0M | $228.9M | ||
| Q2 24 | $30.2M | $179.1M | ||
| Q1 24 | — | $146.7M |
总债务AIOTROCK
| Q4 25 | $237.8M | $0 | ||
| Q3 25 | $238.2M | $0 | ||
| Q2 25 | $239.0M | $0 | ||
| Q1 25 | $237.5M | $0 | ||
| Q4 24 | $238.5M | $0 | ||
| Q3 24 | $113.6M | $0 | ||
| Q2 24 | $113.7M | $0 | ||
| Q1 24 | — | $0 |
股东权益AIOTROCK
| Q4 25 | $485.0M | $950.4M | ||
| Q3 25 | $468.8M | $951.8M | ||
| Q2 25 | $460.7M | $1.0B | ||
| Q1 25 | $446.6M | $1.0B | ||
| Q4 24 | $458.4M | $1.0B | ||
| Q3 24 | $451.0M | $1.0B | ||
| Q2 24 | $390.4M | $975.7M | ||
| Q1 24 | — | $940.2M |
总资产AIOTROCK
| Q4 25 | $959.5M | $1.4B | ||
| Q3 25 | $936.9M | $1.4B | ||
| Q2 25 | $930.8M | $1.5B | ||
| Q1 25 | $910.1M | $1.4B | ||
| Q4 24 | $908.7M | $1.4B | ||
| Q3 24 | $748.3M | $1.4B | ||
| Q2 24 | $684.9M | $1.4B | ||
| Q1 24 | — | $1.3B |
负债/权益比AIOTROCK
| Q4 25 | 0.49× | 0.00× | ||
| Q3 25 | 0.51× | 0.00× | ||
| Q2 25 | 0.52× | 0.00× | ||
| Q1 25 | 0.53× | 0.00× | ||
| Q4 24 | 0.52× | 0.00× | ||
| Q3 24 | 0.25× | 0.00× | ||
| Q2 24 | 0.29× | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $26.2M |
| 自由现金流率自由现金流/营收 | 4.4% | 11.7% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $12.9M | $120.6M |
8季度趋势，按日历期对齐
经营现金流AIOTROCK
| Q4 25 | $10.2M | $35.5M | ||
| Q3 25 | $5.5M | $73.0M | ||
| Q2 25 | $4.7M | $44.9M | ||
| Q1 25 | $13.5M | $13.7M | ||
| Q4 24 | $-6.1M | $19.9M | ||
| Q3 24 | $-3.2M | $64.7M | ||
| Q2 24 | $-7.6M | $36.5M | ||
| Q1 24 | — | $53.2M |
自由现金流AIOTROCK
| Q4 25 | $4.9M | $26.2M | ||
| Q3 25 | $1.2M | $64.8M | ||
| Q2 25 | $-3.4M | $27.3M | ||
| Q1 25 | $10.1M | $2.3M | ||
| Q4 24 | $-12.2M | $14.1M | ||
| Q3 24 | $-8.0M | $60.5M | ||
| Q2 24 | $-13.2M | $33.5M | ||
| Q1 24 | — | $48.8M |
自由现金流率AIOTROCK
| Q4 25 | 4.4% | 11.7% | ||
| Q3 25 | 1.1% | 20.8% | ||
| Q2 25 | -3.3% | 8.8% | ||
| Q1 25 | 9.8% | 0.8% | ||
| Q4 24 | -11.5% | 7.8% | ||
| Q3 24 | -10.4% | 21.8% | ||
| Q2 24 | -17.5% | 12.2% | ||
| Q1 24 | — | 16.7% |
资本支出强度AIOTROCK
| Q4 25 | 4.6% | 4.1% | ||
| Q3 25 | 3.9% | 2.6% | ||
| Q2 25 | 7.8% | 5.7% | ||
| Q1 25 | 3.3% | 3.9% | ||
| Q4 24 | 5.8% | 3.3% | ||
| Q3 24 | 6.3% | 1.5% | ||
| Q2 24 | 7.4% | 1.1% | ||
| Q1 24 | — | 1.5% |
现金转化率AIOTROCK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
