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BuzzFeed, Inc.(BZFD)与Planet Labs PBC(PL)财务数据对比。点击上方公司名可切换其他公司
Planet Labs PBC的季度营收约是BuzzFeed, Inc.的2.6倍($81.3M vs $31.6M),BuzzFeed, Inc.净利率更高(-48.0% vs -72.8%,领先24.9%),Planet Labs PBC同比增速更快(32.6% vs -12.4%),过去两年Planet Labs PBC的营收复合增速更高(17.5% vs -12.4%)
BuzzFeed Inc.是总部位于美国纽约的互联网数字媒体公司,主营新闻与娱乐内容业务,由乔纳·佩雷蒂与约翰·约翰逊三世于2006年创立,最初以追踪 viral 热门传播内容为核心方向,原赫芬顿邮报联合创始人肯尼思·勒勒作为联合创始投资人,现担任公司执行董事长。
Planet Labs PBC(常简称为Planet)是总部位于美国加利福尼亚州旧金山的上市地球影像企业,核心目标是实现全球范围的每日成像,以此监测地表变化、精准识别相关趋势,为多行业的地理数据分析需求提供可靠的数据支持。
BZFD vs PL — 直观对比
营收规模更大
PL
是对方的2.6倍
$31.6M
营收增速更快
PL
高出45.0%
-12.4%
净利率更高
BZFD
高出24.9%
-72.8%
两年增速更快
PL
近两年复合增速
-12.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $31.6M | $81.3M |
| 净利润 | $-15.1M | $-59.2M |
| 毛利率 | — | 57.3% |
| 营业利润率 | -42.7% | -22.6% |
| 净利率 | -48.0% | -72.8% |
| 营收同比 | -12.4% | 32.6% |
| 净利润同比 | -21.5% | -194.7% |
| 每股收益(稀释后) | — | $-0.19 |
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
BZFD
PL
| Q1 26 | $31.6M | — | ||
| Q4 25 | $56.5M | $81.3M | ||
| Q3 25 | $46.3M | $73.4M | ||
| Q2 25 | $46.4M | $66.3M | ||
| Q1 25 | $36.0M | $61.6M | ||
| Q4 24 | $56.2M | $61.3M | ||
| Q3 24 | $55.6M | $61.1M | ||
| Q2 24 | $41.1M | $60.4M |
净利润
BZFD
PL
| Q1 26 | $-15.1M | — | ||
| Q4 25 | $-26.8M | $-59.2M | ||
| Q3 25 | $-7.4M | $-22.6M | ||
| Q2 25 | $-10.8M | $-12.6M | ||
| Q1 25 | $-12.7M | $-35.2M | ||
| Q4 24 | $31.0M | $-20.1M | ||
| Q3 24 | $2.1M | $-38.7M | ||
| Q2 24 | $-7.5M | $-29.3M |
毛利率
BZFD
PL
| Q1 26 | — | — | ||
| Q4 25 | — | 57.3% | ||
| Q3 25 | — | 57.6% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 62.1% | ||
| Q4 24 | — | 61.2% | ||
| Q3 24 | — | 52.9% | ||
| Q2 24 | — | 52.4% |
营业利润率
BZFD
PL
| Q1 26 | -42.7% | — | ||
| Q4 25 | -43.7% | -22.6% | ||
| Q3 25 | -12.9% | -24.5% | ||
| Q2 25 | -7.5% | -34.4% | ||
| Q1 25 | -38.1% | -31.5% | ||
| Q4 24 | 7.0% | -36.9% | ||
| Q3 24 | 2.8% | -64.8% | ||
| Q2 24 | -13.6% | -57.2% |
净利率
BZFD
PL
| Q1 26 | -48.0% | — | ||
| Q4 25 | -47.4% | -72.8% | ||
| Q3 25 | -16.1% | -30.8% | ||
| Q2 25 | -23.3% | -19.1% | ||
| Q1 25 | -35.2% | -57.1% | ||
| Q4 24 | 55.2% | -32.8% | ||
| Q3 24 | 3.8% | -63.3% | ||
| Q2 24 | -18.2% | -48.5% |
每股收益(稀释后)
BZFD
PL
| Q1 26 | — | — | ||
| Q4 25 | $-0.72 | $-0.19 | ||
| Q3 25 | $-0.20 | $-0.07 | ||
| Q2 25 | $-0.28 | $-0.04 | ||
| Q1 25 | $-0.33 | $-0.12 | ||
| Q4 24 | $0.86 | $-0.07 | ||
| Q3 24 | $0.05 | $-0.13 | ||
| Q2 24 | $-0.20 | $-0.10 |
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 | $6.8M | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $36.8M | $349.6M |
| 总资产 | $169.1M | $1.1B |
| 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
BZFD
PL
| Q1 26 | $6.8M | — | ||
| Q4 25 | $8.5M | $443.3M | ||
| Q3 25 | $34.3M | $181.1M | ||
| Q2 25 | $29.7M | $133.5M | ||
| Q1 25 | $34.3M | $118.0M | ||
| Q4 24 | $22.4M | $139.0M | ||
| Q3 24 | $53.7M | $148.3M | ||
| Q2 24 | $45.5M | $107.4M |
股东权益
BZFD
PL
| Q1 26 | $36.8M | — | ||
| Q4 25 | $49.4M | $349.6M | ||
| Q3 25 | $75.9M | $435.7M | ||
| Q2 25 | $81.1M | $444.8M | ||
| Q1 25 | $93.8M | $441.3M | ||
| Q4 24 | $104.8M | $464.6M | ||
| Q3 24 | $71.7M | $473.2M | ||
| Q2 24 | $67.2M | $500.3M |
总资产
BZFD
PL
| Q1 26 | $169.1M | — | ||
| Q4 25 | $188.1M | $1.1B | ||
| Q3 25 | $211.2M | $696.4M | ||
| Q2 25 | $210.4M | $658.4M | ||
| Q1 25 | $203.2M | $633.8M | ||
| Q4 24 | $221.4M | $630.8M | ||
| Q3 24 | $276.5M | $658.4M | ||
| Q2 24 | $272.9M | $674.6M |
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 | — | $28.6M |
| 自由现金流经营现金流 - 资本支出 | — | $1.9M |
| 自由现金流率自由现金流/营收 | — | 2.3% |
| 资本支出强度资本支出/营收 | 0.8% | 32.9% |
| 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 | — | $40.7M |
8季度趋势,按日历期对齐
经营现金流
BZFD
PL
| Q1 26 | — | — | ||
| Q4 25 | $-11.7M | $28.6M | ||
| Q3 25 | $1.7M | $67.8M | ||
| Q2 25 | $-10.1M | $17.3M | ||
| Q1 25 | $1.3M | $-6.3M | ||
| Q4 24 | $-4.6M | $4.1M | ||
| Q3 24 | $9.6M | $-7.9M | ||
| Q2 24 | $-12.4M | $-4.3M |
自由现金流
BZFD
PL
| Q1 26 | — | — | ||
| Q4 25 | $-12.0M | $1.9M | ||
| Q3 25 | $892.0K | $47.5M | ||
| Q2 25 | $-10.5M | $9.2M | ||
| Q1 25 | $956.0K | $-17.9M | ||
| Q4 24 | $-4.7M | $-3.6M | ||
| Q3 24 | $9.3M | $-23.0M | ||
| Q2 24 | $-12.5M | $-14.2M |
自由现金流率
BZFD
PL
| Q1 26 | — | — | ||
| Q4 25 | -21.2% | 2.3% | ||
| Q3 25 | 1.9% | 64.7% | ||
| Q2 25 | -22.7% | 13.9% | ||
| Q1 25 | 2.7% | -29.1% | ||
| Q4 24 | -8.4% | -5.8% | ||
| Q3 24 | 16.7% | -37.6% | ||
| Q2 24 | -30.5% | -23.6% |
资本支出强度
BZFD
PL
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.5% | 32.9% | ||
| Q3 25 | 1.8% | 27.6% | ||
| Q2 25 | 1.0% | 12.3% | ||
| Q1 25 | 1.1% | 18.9% | ||
| Q4 24 | 0.3% | 12.5% | ||
| Q3 24 | 0.5% | 24.8% | ||
| Q2 24 | 0.3% | 16.4% |
现金转化率
BZFD
PL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.15× | — | ||
| Q3 24 | 4.59× | — | ||
| Q2 24 | — | — |
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
BZFD
| Advertising | $17.1M | 54% |
| Other | $7.5M | 24% |
| Commerce and other | $6.9M | 22% |
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |