vs
Aurora Innovation, Inc.（AUR）与Samsara Inc.（IOT）财务数据对比。点击上方公司名可切换其他公司
Samsara Inc.的季度营收约是Aurora Innovation, Inc.的416.0倍（$416.0M vs $1.0M）。Samsara Inc.净利率更高（1.9% vs -20100.0%，领先20101.9%）。Samsara Inc.自由现金流更多（$55.8M vs $-157.0M）。过去两年Samsara Inc.的营收复合增速更高（22.7% vs -41.2%）
Aurora Innovation, Inc.是总部位于美国宾夕法尼亚州匹兹堡的自动驾驶技术企业，核心产品为可集成至各类车辆的自动驾驶系统Aurora Driver。公司由谷歌旗下Waymo前首席技术官克里斯·厄姆森、特斯拉Autopilot前负责人斯特林·安德森、优步自动驾驶团队前负责人德鲁·巴格内尔联合创立。
Samsara Inc.是总部位于美国加利福尼亚州旧金山的物联网企业，专注为实体运营场景提供车联网软件及数据分析服务，客户覆盖北美、欧洲多地。旗下互联运营云平台服务交通、建筑、能源、公用事业、公共部门、零售等领域，助力提升运营的安全性与效率。
AUR vs IOT — 直观对比
营收规模更大
IOT
是对方的416.0倍
$1.0M
净利率更高
IOT
高出20101.9%
-20100.0%
自由现金流更多
IOT
多$212.8M
$-157.0M
两年增速更快
IOT
近两年复合增速
-41.2%
损益表 — Q3 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0M | $416.0M |
| 净利润 | $-201.0M | $7.8M |
| 毛利率 | -500.0% | 76.7% |
| 营业利润率 | -22200.0% | -0.4% |
| 净利率 | -20100.0% | 1.9% |
| 营收同比 | — | 29.2% |
| 净利润同比 | 3.4% | 120.5% |
| 每股收益（稀释后） | $-0.11 | $0.01 |
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AURIOT
| Q4 25 | — | $416.0M | ||
| Q3 25 | $1.0M | $391.5M | ||
| Q2 25 | $1.0M | $366.9M | ||
| Q1 25 | — | $346.3M | ||
| Q4 24 | — | $322.0M | ||
| Q3 24 | $0 | $300.2M | ||
| Q2 24 | $0 | $280.7M | ||
| Q1 24 | — | $276.3M |
净利润AURIOT
| Q4 25 | — | $7.8M | ||
| Q3 25 | $-201.0M | $-16.8M | ||
| Q2 25 | $-201.0M | $-22.1M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | — | $-37.8M | ||
| Q3 24 | $-208.0M | $-49.6M | ||
| Q2 24 | $-182.0M | $-56.3M | ||
| Q1 24 | — | $-113.4M |
毛利率AURIOT
| Q4 25 | — | 76.7% | ||
| Q3 25 | -500.0% | 76.9% | ||
| Q2 25 | -400.0% | 77.3% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 75.6% | ||
| Q2 24 | — | 75.6% | ||
| Q1 24 | — | 75.0% |
营业利润率AURIOT
| Q4 25 | — | -0.4% | ||
| Q3 25 | -22200.0% | -6.8% | ||
| Q2 25 | -23000.0% | -9.1% | ||
| Q1 25 | — | -5.3% | ||
| Q4 24 | — | -14.7% | ||
| Q3 24 | — | -19.4% | ||
| Q2 24 | — | -23.5% | ||
| Q1 24 | — | -44.5% |
净利率AURIOT
| Q4 25 | — | 1.9% | ||
| Q3 25 | -20100.0% | -4.3% | ||
| Q2 25 | -20100.0% | -6.0% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | -11.7% | ||
| Q3 24 | — | -16.5% | ||
| Q2 24 | — | -20.1% | ||
| Q1 24 | — | -41.0% |
每股收益（稀释后）AURIOT
| Q4 25 | — | $0.01 | ||
| Q3 25 | $-0.11 | $-0.03 | ||
| Q2 25 | $-0.11 | $-0.04 | ||
| Q1 25 | — | $-0.02 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | $-0.13 | $-0.09 | ||
| Q2 24 | $-0.12 | $-0.10 | ||
| Q1 24 | — | $-0.22 |
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 | $87.0M | $275.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $1.3B |
| 总资产 | $2.5B | $2.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AURIOT
| Q4 25 | — | $275.1M | ||
| Q3 25 | $87.0M | $258.5M | ||
| Q2 25 | $206.0M | $259.0M | ||
| Q1 25 | — | $227.6M | ||
| Q4 24 | — | $160.3M | ||
| Q3 24 | $263.0M | $159.3M | ||
| Q2 24 | $402.0M | $162.5M | ||
| Q1 24 | — | $135.5M |
股东权益AURIOT
| Q4 25 | — | $1.3B | ||
| Q3 25 | $2.3B | $1.2B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $999.1M | ||
| Q3 24 | $2.0B | $964.7M | ||
| Q2 24 | $1.7B | $923.9M | ||
| Q1 24 | — | $915.1M |
总资产AURIOT
| Q4 25 | — | $2.3B | ||
| Q3 25 | $2.5B | $2.2B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $2.3B | $1.8B | ||
| Q2 24 | $1.9B | $1.7B | ||
| Q1 24 | — | $1.7B |
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 | $-149.0M | $63.7M |
| 自由现金流经营现金流 - 资本支出 | $-157.0M | $55.8M |
| 自由现金流率自由现金流/营收 | -15700.0% | 13.4% |
| 资本支出强度资本支出/营收 | 800.0% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 8.20× |
| 过去12个月自由现金流最近4个季度 | $-645.0M | $194.2M |
8季度趋势，按日历期对齐
经营现金流AURIOT
| Q4 25 | — | $63.7M | ||
| Q3 25 | $-149.0M | $50.2M | ||
| Q2 25 | $-144.0M | $52.6M | ||
| Q1 25 | — | $53.9M | ||
| Q4 24 | — | $36.0M | ||
| Q3 24 | $-143.0M | $18.1M | ||
| Q2 24 | $-176.0M | $23.7M | ||
| Q1 24 | — | $-41.9M |
自由现金流AURIOT
| Q4 25 | — | $55.8M | ||
| Q3 25 | $-157.0M | $44.2M | ||
| Q2 25 | $-151.0M | $45.7M | ||
| Q1 25 | — | $48.5M | ||
| Q4 24 | — | $31.2M | ||
| Q3 24 | $-150.0M | $13.1M | ||
| Q2 24 | $-187.0M | $18.6M | ||
| Q1 24 | — | $-44.0M |
自由现金流率AURIOT
| Q4 25 | — | 13.4% | ||
| Q3 25 | -15700.0% | 11.3% | ||
| Q2 25 | -15100.0% | 12.5% | ||
| Q1 25 | — | 14.0% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | -15.9% |
资本支出强度AURIOT
| Q4 25 | — | 1.9% | ||
| Q3 25 | 800.0% | 1.5% | ||
| Q2 25 | 700.0% | 1.9% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 0.8% |
现金转化率AURIOT
| Q4 25 | — | 8.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| 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
