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Maplebear Inc.（CART）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是Maplebear Inc.的1.6倍（$1.6B vs $992.0M），帕兰提尔科技净利率更高（53.3% vs 8.2%，领先45.2%），帕兰提尔科技同比增速更快（84.7% vs 12.3%），过去两年帕兰提尔科技的营收复合增速更高（55.2% vs 10.0%）
Maplebear Inc. 以Instacart为品牌开展业务，是总部位于美国旧金山的零售媒体及配送企业，在美国和加拿大运营生鲜杂货配送与自提服务。用户可通过官网及移动应用从合作商户订购食品杂货，在法律允许的地区还可选购酒类商品，所有订单由专属采购专员负责拣选、打包并配送上门。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
CART vs PLTR — 直观对比
营收规模更大
PLTR
是对方的1.6倍
$992.0M
营收增速更快
PLTR
高出72.4%
12.3%
净利率更高
PLTR
高出45.2%
8.2%
两年增速更快
PLTR
近两年复合增速
10.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $992.0M | $1.6B |
| 净利润 | $81.0M | $870.5M |
| 毛利率 | 72.3% | 86.8% |
| 营业利润率 | 9.9% | 46.2% |
| 净利率 | 8.2% | 53.3% |
| 营收同比 | 12.3% | 84.7% |
| 净利润同比 | -45.3% | 306.7% |
| 每股收益（稀释后） | $0.31 | $0.34 |
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CARTPLTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $992.0M | $1.4B | ||
| Q3 25 | $939.0M | $1.2B | ||
| Q2 25 | $914.0M | $1.0B | ||
| Q1 25 | $897.0M | $883.9M | ||
| Q4 24 | $883.0M | $827.5M | ||
| Q3 24 | $852.0M | $725.5M | ||
| Q2 24 | $823.0M | $678.1M |
净利润CARTPLTR
| Q1 26 | — | $870.5M | ||
| Q4 25 | $81.0M | $608.7M | ||
| Q3 25 | $144.0M | $475.6M | ||
| Q2 25 | $116.0M | $326.7M | ||
| Q1 25 | $106.0M | $214.0M | ||
| Q4 24 | $148.0M | $79.0M | ||
| Q3 24 | $118.0M | $143.5M | ||
| Q2 24 | $61.0M | $134.1M |
毛利率CARTPLTR
| Q1 26 | — | 86.8% | ||
| Q4 25 | 72.3% | 84.6% | ||
| Q3 25 | 73.7% | 82.4% | ||
| Q2 25 | 74.2% | 80.8% | ||
| Q1 25 | 74.8% | 80.4% | ||
| Q4 24 | 75.2% | 78.9% | ||
| Q3 24 | 75.2% | 79.8% | ||
| Q2 24 | 75.7% | 81.0% |
营业利润率CARTPLTR
| Q1 26 | — | 46.2% | ||
| Q4 25 | 9.9% | 40.9% | ||
| Q3 25 | 17.7% | 33.3% | ||
| Q2 25 | 13.6% | 26.8% | ||
| Q1 25 | 12.3% | 19.9% | ||
| Q4 24 | 17.6% | 1.3% | ||
| Q3 24 | 16.2% | 15.6% | ||
| Q2 24 | 6.3% | 15.5% |
净利率CARTPLTR
| Q1 26 | — | 53.3% | ||
| Q4 25 | 8.2% | 43.3% | ||
| Q3 25 | 15.3% | 40.3% | ||
| Q2 25 | 12.7% | 32.6% | ||
| Q1 25 | 11.8% | 24.2% | ||
| Q4 24 | 16.8% | 9.5% | ||
| Q3 24 | 13.8% | 19.8% | ||
| Q2 24 | 7.4% | 19.8% |
每股收益（稀释后）CARTPLTR
| Q1 26 | — | $0.34 | ||
| Q4 25 | $0.31 | $0.24 | ||
| Q3 25 | $0.51 | $0.18 | ||
| Q2 25 | $0.41 | $0.13 | ||
| Q1 25 | $0.37 | $0.08 | ||
| Q4 24 | $0.53 | $0.03 | ||
| Q3 24 | $0.42 | $0.06 | ||
| Q2 24 | $0.20 | $0.06 |
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 | $687.0M | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.5B | $8.6B |
| 总资产 | $3.7B | $10.2B |
| 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CARTPLTR
| Q1 26 | — | $2.3B | ||
| Q4 25 | $687.0M | $7.2B | ||
| Q3 25 | $1.7B | $6.4B | ||
| Q2 25 | $1.6B | $6.0B | ||
| Q1 25 | $1.6B | $5.4B | ||
| Q4 24 | $1.4B | $5.2B | ||
| Q3 24 | $1.3B | $4.6B | ||
| Q2 24 | $1.4B | $4.0B |
股东权益CARTPLTR
| Q1 26 | — | $8.6B | ||
| Q4 25 | $2.5B | $7.4B | ||
| Q3 25 | $3.5B | $6.6B | ||
| Q2 25 | $3.3B | $5.9B | ||
| Q1 25 | $3.2B | $5.4B | ||
| Q4 24 | $3.1B | $5.0B | ||
| Q3 24 | $2.9B | $4.5B | ||
| Q2 24 | $3.0B | $4.1B |
总资产CARTPLTR
| Q1 26 | — | $10.2B | ||
| Q4 25 | $3.7B | $8.9B | ||
| Q3 25 | $4.5B | $8.1B | ||
| Q2 25 | $4.4B | $7.4B | ||
| Q1 25 | $4.3B | $6.7B | ||
| Q4 24 | $4.1B | $6.3B | ||
| Q3 24 | $3.9B | $5.8B | ||
| Q2 24 | $4.0B | $5.2B |
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 | $183.0M | $899.2M |
| 自由现金流经营现金流 - 资本支出 | $171.0M | — |
| 自由现金流率自由现金流/营收 | 17.2% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 2.26× | 1.03× |
| 过去12个月自由现金流最近4个季度 | $910.0M | — |
8季度趋势，按日历期对齐
经营现金流CARTPLTR
| Q1 26 | — | $899.2M | ||
| Q4 25 | $183.0M | $777.3M | ||
| Q3 25 | $287.0M | $507.7M | ||
| Q2 25 | $203.0M | $539.3M | ||
| Q1 25 | $298.0M | $310.3M | ||
| Q4 24 | $153.0M | $460.3M | ||
| Q3 24 | $185.0M | $419.8M | ||
| Q2 24 | $244.0M | $144.2M |
自由现金流CARTPLTR
| Q1 26 | — | — | ||
| Q4 25 | $171.0M | $764.0M | ||
| Q3 25 | $272.0M | $500.9M | ||
| Q2 25 | $187.0M | $531.6M | ||
| Q1 25 | $280.0M | $304.1M | ||
| Q4 24 | $141.0M | $457.2M | ||
| Q3 24 | $171.0M | $415.8M | ||
| Q2 24 | $220.0M | $141.3M |
自由现金流率CARTPLTR
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 54.3% | ||
| Q3 25 | 29.0% | 42.4% | ||
| Q2 25 | 20.5% | 53.0% | ||
| Q1 25 | 31.2% | 34.4% | ||
| Q4 24 | 16.0% | 55.3% | ||
| Q3 24 | 20.1% | 57.3% | ||
| Q2 24 | 26.7% | 20.8% |
资本支出强度CARTPLTR
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 0.9% | ||
| Q3 25 | 1.6% | 0.6% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 2.0% | 0.7% | ||
| Q4 24 | 1.4% | 0.4% | ||
| Q3 24 | 1.6% | 0.5% | ||
| Q2 24 | 2.9% | 0.4% |
现金转化率CARTPLTR
| Q1 26 | — | 1.03× | ||
| Q4 25 | 2.26× | 1.28× | ||
| Q3 25 | 1.99× | 1.07× | ||
| Q2 25 | 1.75× | 1.65× | ||
| Q1 25 | 2.81× | 1.45× | ||
| Q4 24 | 1.03× | 5.83× | ||
| Q3 24 | 1.57× | 2.92× | ||
| Q2 24 | 4.00× | 1.08× |
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
CART
| Transaction | $698.0M | 70% |
| Advertising And Other | $294.0M | 30% |
PLTR
暂无分部数据
