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Powerfleet, Inc.（AIOT）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是Powerfleet, Inc.的1.9倍（$217.4M vs $113.5M），Rapid7, Inc.净利率更高（1.4% vs -3.0%，领先4.4%），Powerfleet, Inc.同比增速更快（6.6% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $4.9M），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs 3.0%）
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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
AIOT vs RPD — 直观对比
营收规模更大
RPD
是对方的1.9倍
$113.5M
营收增速更快
AIOT
高出6.1%
0.5%
净利率更高
RPD
高出4.4%
-3.0%
自由现金流更多
RPD
多$31.5M
$4.9M
两年增速更快
AIOT
近两年复合增速
3.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $217.4M |
| 净利润 | $-3.4M | $3.1M |
| 毛利率 | 55.2% | 68.9% |
| 营业利润率 | 5.6% | 1.0% |
| 净利率 | -3.0% | 1.4% |
| 营收同比 | 6.6% | 0.5% |
| 净利润同比 | 76.6% | 44.1% |
| 每股收益（稀释后） | $-0.03 | $0.05 |
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AIOTRPD
| Q4 25 | $113.5M | $217.4M | ||
| Q3 25 | $111.7M | $218.0M | ||
| Q2 25 | $104.1M | $214.2M | ||
| Q1 25 | $103.6M | $210.3M | ||
| Q4 24 | $106.4M | $216.3M | ||
| Q3 24 | $77.0M | $214.7M | ||
| Q2 24 | $75.4M | $208.0M | ||
| Q1 24 | — | $205.1M |
净利润AIOTRPD
| Q4 25 | $-3.4M | $3.1M | ||
| Q3 25 | $-4.3M | $9.8M | ||
| Q2 25 | $-10.2M | $8.3M | ||
| Q1 25 | $-12.4M | $2.1M | ||
| Q4 24 | $-14.3M | $2.2M | ||
| Q3 24 | $-1.9M | $15.4M | ||
| Q2 24 | $-22.3M | $6.5M | ||
| Q1 24 | — | $1.4M |
毛利率AIOTRPD
| Q4 25 | 55.2% | 68.9% | ||
| Q3 25 | 56.0% | 70.2% | ||
| Q2 25 | 54.2% | 70.6% | ||
| Q1 25 | 52.8% | 71.7% | ||
| Q4 24 | 55.2% | 69.5% | ||
| Q3 24 | 53.7% | 70.6% | ||
| Q2 24 | 52.6% | 70.7% | ||
| Q1 24 | — | 70.3% |
营业利润率AIOTRPD
| Q4 25 | 5.6% | 1.0% | ||
| Q3 25 | 3.8% | 2.7% | ||
| Q2 25 | -2.0% | 1.6% | ||
| Q1 25 | -6.7% | -0.0% | ||
| Q4 24 | -1.2% | 3.4% | ||
| Q3 24 | 0.7% | 6.0% | ||
| Q2 24 | -24.2% | 2.5% | ||
| Q1 24 | — | 4.7% |
净利率AIOTRPD
| Q4 25 | -3.0% | 1.4% | ||
| Q3 25 | -3.8% | 4.5% | ||
| Q2 25 | -9.8% | 3.9% | ||
| Q1 25 | -12.0% | 1.0% | ||
| Q4 24 | -13.5% | 1.0% | ||
| Q3 24 | -2.5% | 7.2% | ||
| Q2 24 | -29.6% | 3.1% | ||
| Q1 24 | — | 0.7% |
每股收益（稀释后）AIOTRPD
| Q4 25 | $-0.03 | $0.05 | ||
| Q3 25 | $-0.03 | $0.15 | ||
| Q2 25 | $-0.08 | $0.13 | ||
| Q1 25 | $-0.09 | $0.03 | ||
| Q4 24 | $-0.11 | $0.08 | ||
| Q3 24 | $-0.02 | $0.21 | ||
| Q2 24 | $-0.21 | $0.09 | ||
| Q1 24 | — | $0.02 |
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 | $474.7M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $154.7M |
| 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AIOTRPD
| Q4 25 | $31.2M | $474.7M | ||
| Q3 25 | $27.9M | $407.1M | ||
| Q2 25 | $31.2M | $511.7M | ||
| Q1 25 | $44.4M | $493.5M | ||
| Q4 24 | $33.6M | $521.7M | ||
| Q3 24 | $26.0M | $443.7M | ||
| Q2 24 | $30.2M | $442.6M | ||
| Q1 24 | — | $411.7M |
总债务AIOTRPD
| 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 | — | ||
| Q1 24 | — | — |
股东权益AIOTRPD
| Q4 25 | $485.0M | $154.7M | ||
| Q3 25 | $468.8M | $127.2M | ||
| Q2 25 | $460.7M | $90.4M | ||
| Q1 25 | $446.6M | $52.7M | ||
| Q4 24 | $458.4M | $17.7M | ||
| Q3 24 | $451.0M | $-5.1M | ||
| Q2 24 | $390.4M | $-52.6M | ||
| Q1 24 | — | $-86.4M |
总资产AIOTRPD
| Q4 25 | $959.5M | $1.7B | ||
| Q3 25 | $936.9M | $1.7B | ||
| Q2 25 | $930.8M | $1.6B | ||
| Q1 25 | $910.1M | $1.6B | ||
| Q4 24 | $908.7M | $1.7B | ||
| Q3 24 | $748.3M | $1.6B | ||
| Q2 24 | $684.9M | $1.5B | ||
| Q1 24 | — | $1.5B |
负债/权益比AIOTRPD
| 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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $36.4M |
| 自由现金流率自由现金流/营收 | 4.4% | 16.8% |
| 资本支出强度资本支出/营收 | 4.6% | 0.5% |
| 现金转化率经营现金流/净利润 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | $12.9M | $146.2M |
8季度趋势，按日历期对齐
经营现金流AIOTRPD
| Q4 25 | $10.2M | $37.6M | ||
| Q3 25 | $5.5M | $39.0M | ||
| Q2 25 | $4.7M | $47.5M | ||
| Q1 25 | $13.5M | $29.8M | ||
| Q4 24 | $-6.1M | $63.8M | ||
| Q3 24 | $-3.2M | $44.0M | ||
| Q2 24 | $-7.6M | $32.9M | ||
| Q1 24 | — | $31.1M |
自由现金流AIOTRPD
| Q4 25 | $4.9M | $36.4M | ||
| Q3 25 | $1.2M | $34.8M | ||
| Q2 25 | $-3.4M | $46.6M | ||
| Q1 25 | $10.1M | $28.4M | ||
| Q4 24 | $-12.2M | $62.6M | ||
| Q3 24 | $-8.0M | $42.6M | ||
| Q2 24 | $-13.2M | $32.6M | ||
| Q1 24 | — | $30.4M |
自由现金流率AIOTRPD
| Q4 25 | 4.4% | 16.8% | ||
| Q3 25 | 1.1% | 16.0% | ||
| Q2 25 | -3.3% | 21.8% | ||
| Q1 25 | 9.8% | 13.5% | ||
| Q4 24 | -11.5% | 28.9% | ||
| Q3 24 | -10.4% | 19.9% | ||
| Q2 24 | -17.5% | 15.7% | ||
| Q1 24 | — | 14.8% |
资本支出强度AIOTRPD
| Q4 25 | 4.6% | 0.5% | ||
| Q3 25 | 3.9% | 1.9% | ||
| Q2 25 | 7.8% | 0.4% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | 5.8% | 0.5% | ||
| Q3 24 | 6.3% | 0.6% | ||
| Q2 24 | 7.4% | 0.1% | ||
| Q1 24 | — | 0.3% |
现金转化率AIOTRPD
| Q4 25 | — | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
