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Powerfleet, Inc.（AIOT）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
再鼎医药的季度营收约是Powerfleet, Inc.的1.1倍（$127.1M vs $113.5M），再鼎医药同比增速更快（17.1% vs 6.6%），Powerfleet, Inc.自由现金流更多（$4.9M vs $-26.7M），过去两年Powerfleet, Inc.的营收复合增速更高（81.2% vs 20.8%）
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。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
AIOT vs ZLAB — 直观对比
营收规模更大
ZLAB
是对方的1.1倍
$113.5M
营收增速更快
ZLAB
高出10.5%
6.6%
自由现金流更多
AIOT
多$31.6M
$-26.7M
两年增速更快
AIOT
近两年复合增速
20.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.5M | $127.1M |
| 净利润 | $-3.4M | — |
| 毛利率 | 55.2% | 51.0% |
| 营业利润率 | 5.6% | -54.6% |
| 净利率 | -3.0% | — |
| 营收同比 | 6.6% | 17.1% |
| 净利润同比 | 76.6% | — |
| 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AIOTZLAB
| Q4 25 | $113.5M | $127.1M | ||
| Q3 25 | $111.7M | $115.4M | ||
| Q2 25 | $104.1M | $109.1M | ||
| Q1 25 | $103.6M | $105.7M | ||
| Q4 24 | $106.4M | $108.5M | ||
| Q3 24 | $77.0M | $101.8M | ||
| Q2 24 | $75.4M | $100.1M | ||
| Q1 24 | — | $87.1M |
净利润AIOTZLAB
| Q4 25 | $-3.4M | — | ||
| Q3 25 | $-4.3M | $-36.0M | ||
| Q2 25 | $-10.2M | $-40.7M | ||
| Q1 25 | $-12.4M | $-48.4M | ||
| Q4 24 | $-14.3M | — | ||
| Q3 24 | $-1.9M | $-41.7M | ||
| Q2 24 | $-22.3M | $-80.3M | ||
| Q1 24 | — | $-53.5M |
毛利率AIOTZLAB
| Q4 25 | 55.2% | 51.0% | ||
| Q3 25 | 56.0% | 59.5% | ||
| Q2 25 | 54.2% | 60.6% | ||
| Q1 25 | 52.8% | 63.6% | ||
| Q4 24 | 55.2% | 61.5% | ||
| Q3 24 | 53.7% | 64.1% | ||
| Q2 24 | 52.6% | 64.9% | ||
| Q1 24 | — | 61.4% |
营业利润率AIOTZLAB
| Q4 25 | 5.6% | -54.6% | ||
| Q3 25 | 3.8% | -42.3% | ||
| Q2 25 | -2.0% | -50.3% | ||
| Q1 25 | -6.7% | -53.3% | ||
| Q4 24 | -1.2% | -62.6% | ||
| Q3 24 | 0.7% | -66.6% | ||
| Q2 24 | -24.2% | -76.0% | ||
| Q1 24 | — | -80.7% |
净利率AIOTZLAB
| Q4 25 | -3.0% | — | ||
| Q3 25 | -3.8% | -31.2% | ||
| Q2 25 | -9.8% | -37.3% | ||
| Q1 25 | -12.0% | -45.8% | ||
| Q4 24 | -13.5% | — | ||
| Q3 24 | -2.5% | -40.9% | ||
| Q2 24 | -29.6% | -80.2% | ||
| Q1 24 | — | -61.4% |
每股收益（稀释后）AIOTZLAB
| Q4 25 | $-0.03 | $-0.05 | ||
| Q3 25 | $-0.03 | $-0.03 | ||
| Q2 25 | $-0.08 | $-0.04 | ||
| Q1 25 | $-0.09 | $-0.04 | ||
| Q4 24 | $-0.11 | $-0.09 | ||
| Q3 24 | $-0.02 | $-0.04 | ||
| Q2 24 | $-0.21 | $-0.08 | ||
| Q1 24 | — | $-0.05 |
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 | $689.6M |
| 总债务越低越好 | $237.8M | — |
| 股东权益账面价值 | $485.0M | $715.5M |
| 总资产 | $959.5M | $1.2B |
| 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AIOTZLAB
| Q4 25 | $31.2M | $689.6M | ||
| Q3 25 | $27.9M | $717.2M | ||
| Q2 25 | $31.2M | $732.2M | ||
| Q1 25 | $44.4M | $757.3M | ||
| Q4 24 | $33.6M | $779.7M | ||
| Q3 24 | $26.0M | $616.1M | ||
| Q2 24 | $30.2M | $630.0M | ||
| Q1 24 | — | $650.8M |
总债务AIOTZLAB
| 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AIOTZLAB
| Q4 25 | $485.0M | $715.5M | ||
| Q3 25 | $468.8M | $759.9M | ||
| Q2 25 | $460.7M | $791.7M | ||
| Q1 25 | $446.6M | $810.8M | ||
| Q4 24 | $458.4M | $840.9M | ||
| Q3 24 | $451.0M | $667.7M | ||
| Q2 24 | $390.4M | $704.2M | ||
| Q1 24 | — | $762.2M |
总资产AIOTZLAB
| Q4 25 | $959.5M | $1.2B | ||
| Q3 25 | $936.9M | $1.2B | ||
| Q2 25 | $930.8M | $1.2B | ||
| Q1 25 | $910.1M | $1.2B | ||
| Q4 24 | $908.7M | $1.2B | ||
| Q3 24 | $748.3M | $985.3M | ||
| Q2 24 | $684.9M | $987.4M | ||
| Q1 24 | — | $988.4M |
负债/权益比AIOTZLAB
| 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 | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $4.9M | $-26.7M |
| 自由现金流率自由现金流/营收 | 4.4% | -21.0% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $12.9M | $-158.9M |
8季度趋势，按日历期对齐
经营现金流AIOTZLAB
| Q4 25 | $10.2M | $-26.0M | ||
| Q3 25 | $5.5M | $-32.0M | ||
| Q2 25 | $4.7M | $-31.0M | ||
| Q1 25 | $13.5M | $-61.7M | ||
| Q4 24 | $-6.1M | $-55.8M | ||
| Q3 24 | $-3.2M | $-26.8M | ||
| Q2 24 | $-7.6M | $-42.2M | ||
| Q1 24 | — | $-90.1M |
自由现金流AIOTZLAB
| Q4 25 | $4.9M | $-26.7M | ||
| Q3 25 | $1.2M | $-35.0M | ||
| Q2 25 | $-3.4M | $-33.9M | ||
| Q1 25 | $10.1M | $-63.2M | ||
| Q4 24 | $-12.2M | $-58.4M | ||
| Q3 24 | $-8.0M | $-28.2M | ||
| Q2 24 | $-13.2M | $-42.9M | ||
| Q1 24 | — | $-91.1M |
自由现金流率AIOTZLAB
| Q4 25 | 4.4% | -21.0% | ||
| Q3 25 | 1.1% | -30.4% | ||
| Q2 25 | -3.3% | -31.1% | ||
| Q1 25 | 9.8% | -59.9% | ||
| Q4 24 | -11.5% | -53.8% | ||
| Q3 24 | -10.4% | -27.7% | ||
| Q2 24 | -17.5% | -42.9% | ||
| Q1 24 | — | -104.5% |
资本支出强度AIOTZLAB
| Q4 25 | 4.6% | 0.5% | ||
| Q3 25 | 3.9% | 2.6% | ||
| Q2 25 | 7.8% | 2.6% | ||
| Q1 25 | 3.3% | 1.5% | ||
| Q4 24 | 5.8% | 2.4% | ||
| Q3 24 | 6.3% | 1.3% | ||
| Q2 24 | 7.4% | 0.7% | ||
| Q1 24 | — | 1.1% |
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% |
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
