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Powerfleet, Inc.（AIOT）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是Powerfleet, Inc.的1.8倍（$200.5M vs $113.5M），ROGERS CORP净利率更高（2.2% vs -3.0%，领先5.2%），Powerfleet, Inc.同比增速更快（6.6% vs 5.2%），Powerfleet, Inc.自由现金流更多（$4.9M vs $1.1M），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
AIOT vs ROG — 直观对比
营收规模更大
ROG
是对方的1.8倍
$113.5M
营收增速更快
AIOT
高出1.4%
5.2%
净利率更高
ROG
高出5.2%
-3.0%
自由现金流更多
AIOT
多$3.8M
$1.1M
两年增速更快
AIOT
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $200.5M |
| 净利润 | $-3.4M | $4.5M |
| 毛利率 | 55.2% | 32.2% |
| 营业利润率 | 5.6% | — |
| 净利率 | -3.0% | 2.2% |
| 营收同比 | 6.6% | 5.2% |
| 净利润同比 | 76.6% | 421.4% |
| 每股收益（稀释后） | $-0.03 | $0.25 |
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AIOTROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $113.5M | $201.5M | ||
| Q3 25 | $111.7M | $216.0M | ||
| Q2 25 | $104.1M | $202.8M | ||
| Q1 25 | $103.6M | $190.5M | ||
| Q4 24 | $106.4M | $192.2M | ||
| Q3 24 | $77.0M | $210.3M | ||
| Q2 24 | $75.4M | $214.2M |
净利润AIOTROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-3.4M | $4.6M | ||
| Q3 25 | $-4.3M | $8.6M | ||
| Q2 25 | $-10.2M | $-73.6M | ||
| Q1 25 | $-12.4M | $-1.4M | ||
| Q4 24 | $-14.3M | $-500.0K | ||
| Q3 24 | $-1.9M | $10.7M | ||
| Q2 24 | $-22.3M | $8.1M |
毛利率AIOTROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 55.2% | 31.5% | ||
| Q3 25 | 56.0% | 33.5% | ||
| Q2 25 | 54.2% | 31.6% | ||
| Q1 25 | 52.8% | 29.9% | ||
| Q4 24 | 55.2% | 32.1% | ||
| Q3 24 | 53.7% | 35.2% | ||
| Q2 24 | 52.6% | 34.1% |
营业利润率AIOTROG
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 3.5% | ||
| Q3 25 | 3.8% | 7.3% | ||
| Q2 25 | -2.0% | -33.3% | ||
| Q1 25 | -6.7% | -0.2% | ||
| Q4 24 | -1.2% | -6.6% | ||
| Q3 24 | 0.7% | 6.9% | ||
| Q2 24 | -24.2% | 5.3% |
净利率AIOTROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -3.0% | 2.3% | ||
| Q3 25 | -3.8% | 4.0% | ||
| Q2 25 | -9.8% | -36.3% | ||
| Q1 25 | -12.0% | -0.7% | ||
| Q4 24 | -13.5% | -0.3% | ||
| Q3 24 | -2.5% | 5.1% | ||
| Q2 24 | -29.6% | 3.8% |
每股收益（稀释后）AIOTROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.03 | $0.20 | ||
| Q3 25 | $-0.03 | $0.48 | ||
| Q2 25 | $-0.08 | $-4.00 | ||
| Q1 25 | $-0.09 | $-0.08 | ||
| Q4 24 | $-0.11 | $-0.04 | ||
| Q3 24 | $-0.02 | $0.58 | ||
| Q2 24 | $-0.21 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $1.2B |
| 总资产 | $959.5M | $1.4B |
| 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AIOTROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $31.2M | $197.0M | ||
| Q3 25 | $27.9M | $167.8M | ||
| Q2 25 | $31.2M | $157.2M | ||
| Q1 25 | $44.4M | $175.6M | ||
| Q4 24 | $33.6M | $159.8M | ||
| Q3 24 | $26.0M | $146.4M | ||
| Q2 24 | $30.2M | $119.9M |
总债务AIOTROG
| Q1 26 | — | — | ||
| 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 | — |
股东权益AIOTROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $485.0M | $1.2B | ||
| Q3 25 | $468.8M | $1.2B | ||
| Q2 25 | $460.7M | $1.2B | ||
| Q1 25 | $446.6M | $1.3B | ||
| Q4 24 | $458.4M | $1.3B | ||
| Q3 24 | $451.0M | $1.3B | ||
| Q2 24 | $390.4M | $1.3B |
总资产AIOTROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $959.5M | $1.4B | ||
| Q3 25 | $936.9M | $1.4B | ||
| Q2 25 | $930.8M | $1.5B | ||
| Q1 25 | $910.1M | $1.5B | ||
| Q4 24 | $908.7M | $1.5B | ||
| Q3 24 | $748.3M | $1.5B | ||
| Q2 24 | $684.9M | $1.5B |
负债/权益比AIOTROG
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $1.1M |
| 自由现金流率自由现金流/营收 | 4.4% | 0.5% |
| 资本支出强度资本支出/营收 | 4.6% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $70.1M |
8季度趋势，按日历期对齐
经营现金流AIOTROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $10.2M | $46.9M | ||
| Q3 25 | $5.5M | $28.9M | ||
| Q2 25 | $4.7M | $13.7M | ||
| Q1 25 | $13.5M | $11.7M | ||
| Q4 24 | $-6.1M | $33.7M | ||
| Q3 24 | $-3.2M | $42.4M | ||
| Q2 24 | $-7.6M | $22.9M |
自由现金流AIOTROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $4.9M | $42.2M | ||
| Q3 25 | $1.2M | $21.2M | ||
| Q2 25 | $-3.4M | $5.6M | ||
| Q1 25 | $10.1M | $2.1M | ||
| Q4 24 | $-12.2M | $18.3M | ||
| Q3 24 | $-8.0M | $25.2M | ||
| Q2 24 | $-13.2M | $8.8M |
自由现金流率AIOTROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.4% | 20.9% | ||
| Q3 25 | 1.1% | 9.8% | ||
| Q2 25 | -3.3% | 2.8% | ||
| Q1 25 | 9.8% | 1.1% | ||
| Q4 24 | -11.5% | 9.5% | ||
| Q3 24 | -10.4% | 12.0% | ||
| Q2 24 | -17.5% | 4.1% |
资本支出强度AIOTROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 4.6% | 2.3% | ||
| Q3 25 | 3.9% | 3.6% | ||
| Q2 25 | 7.8% | 4.0% | ||
| Q1 25 | 3.3% | 5.0% | ||
| Q4 24 | 5.8% | 8.0% | ||
| Q3 24 | 6.3% | 8.2% | ||
| Q2 24 | 7.4% | 6.6% |
现金转化率AIOTROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
暂无分部数据
