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CSP INC（CSPI）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CSP INC的34.6倍（$416.0M vs $12.0M）。Samsara Inc.净利率更高（1.9% vs 0.8%，领先1.1%）。Samsara Inc.同比增速更快（29.2% vs -23.2%）。Samsara Inc.自由现金流更多（$55.8M vs $-3.0M）。过去两年Samsara Inc.的营收复合增速更高（22.7% vs -6.3%）
CSP Inc.是一家总部位于美国的科技企业，主营网络安全解决方案、托管IT服务、高性能计算系统及专业IT咨询服务，核心客户覆盖北美及部分国际市场的医疗、金融、制造、公共部门等领域的企业。
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。
CSPI vs IOT — 直观对比
营收规模更大
IOT
是对方的34.6倍
$12.0M
营收增速更快
IOT
高出52.4%
-23.2%
净利率更高
IOT
高出1.1%
0.8%
自由现金流更多
IOT
多$58.9M
$-3.0M
两年增速更快
IOT
近两年复合增速
-6.3%
损益表 — Q1 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $12.0M | $416.0M |
| 净利润 | $91.0K | $7.8M |
| 毛利率 | 39.3% | 76.7% |
| 营业利润率 | -0.9% | -0.4% |
| 净利率 | 0.8% | 1.9% |
| 营收同比 | -23.2% | 29.2% |
| 净利润同比 | -80.7% | 120.5% |
| 每股收益（稀释后） | $0.01 | $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CSPIIOT
| Q4 25 | $12.0M | $416.0M | ||
| Q3 25 | $14.5M | $391.5M | ||
| Q2 25 | $15.4M | $366.9M | ||
| Q1 25 | $13.1M | $346.3M | ||
| Q4 24 | $15.7M | $322.0M | ||
| Q3 24 | $13.0M | $300.2M | ||
| Q2 24 | $13.1M | $280.7M | ||
| Q1 24 | $13.7M | $276.3M |
净利润CSPIIOT
| Q4 25 | $91.0K | $7.8M | ||
| Q3 25 | $-191.0K | $-16.8M | ||
| Q2 25 | $-264.0K | $-22.1M | ||
| Q1 25 | $-108.0K | $-11.2M | ||
| Q4 24 | $472.0K | $-37.8M | ||
| Q3 24 | $-1.7M | $-49.6M | ||
| Q2 24 | $-185.0K | $-56.3M | ||
| Q1 24 | $1.6M | $-113.4M |
毛利率CSPIIOT
| Q4 25 | 39.3% | 76.7% | ||
| Q3 25 | 36.6% | 76.9% | ||
| Q2 25 | 28.8% | 77.3% | ||
| Q1 25 | 32.0% | 76.8% | ||
| Q4 24 | 29.1% | 76.4% | ||
| Q3 24 | 28.4% | 75.6% | ||
| Q2 24 | 35.0% | 75.6% | ||
| Q1 24 | 47.3% | 75.0% |
营业利润率CSPIIOT
| Q4 25 | -0.9% | -0.4% | ||
| Q3 25 | -3.7% | -6.8% | ||
| Q2 25 | -7.9% | -9.1% | ||
| Q1 25 | -7.6% | -5.3% | ||
| Q4 24 | -2.3% | -14.7% | ||
| Q3 24 | -15.7% | -19.4% | ||
| Q2 24 | -5.5% | -23.5% | ||
| Q1 24 | 9.0% | -44.5% |
净利率CSPIIOT
| Q4 25 | 0.8% | 1.9% | ||
| Q3 25 | -1.3% | -4.3% | ||
| Q2 25 | -1.7% | -6.0% | ||
| Q1 25 | -0.8% | -3.2% | ||
| Q4 24 | 3.0% | -11.7% | ||
| Q3 24 | -12.7% | -16.5% | ||
| Q2 24 | -1.4% | -20.1% | ||
| Q1 24 | 11.6% | -41.0% |
每股收益（稀释后）CSPIIOT
| Q4 25 | $0.01 | $0.01 | ||
| Q3 25 | $-0.02 | $-0.03 | ||
| Q2 25 | $-0.03 | $-0.04 | ||
| Q1 25 | $-0.01 | $-0.02 | ||
| Q4 24 | $0.05 | $-0.07 | ||
| Q3 24 | $-0.17 | $-0.09 | ||
| Q2 24 | $-0.02 | $-0.10 | ||
| Q1 24 | $0.16 | $-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 | $24.9M | $275.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $44.8M | $1.3B |
| 总资产 | $69.2M | $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CSPIIOT
| Q4 25 | $24.9M | $275.1M | ||
| Q3 25 | $27.4M | $258.5M | ||
| Q2 25 | $26.3M | $259.0M | ||
| Q1 25 | $29.5M | $227.6M | ||
| Q4 24 | $30.7M | $160.3M | ||
| Q3 24 | $30.6M | $159.3M | ||
| Q2 24 | $28.9M | $162.5M | ||
| Q1 24 | $27.1M | $135.5M |
股东权益CSPIIOT
| Q4 25 | $44.8M | $1.3B | ||
| Q3 25 | $44.6M | $1.2B | ||
| Q2 25 | $47.5M | $1.1B | ||
| Q1 25 | $47.5M | $1.1B | ||
| Q4 24 | $47.5M | $999.1M | ||
| Q3 24 | $47.3M | $964.7M | ||
| Q2 24 | $48.1M | $923.9M | ||
| Q1 24 | $48.2M | $915.1M |
总资产CSPIIOT
| Q4 25 | $69.2M | $2.3B | ||
| Q3 25 | $71.2M | $2.2B | ||
| Q2 25 | $66.8M | $2.1B | ||
| Q1 25 | $67.1M | $2.0B | ||
| Q4 24 | $67.5M | $1.9B | ||
| Q3 24 | $69.4M | $1.8B | ||
| Q2 24 | $66.8M | $1.7B | ||
| Q1 24 | $64.2M | $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 | $-2.9M | $63.7M |
| 自由现金流经营现金流 - 资本支出 | $-3.0M | $55.8M |
| 自由现金流率自由现金流/营收 | -25.1% | 13.4% |
| 资本支出强度资本支出/营收 | 0.9% | 1.9% |
| 现金转化率经营现金流/净利润 | -32.04× | 8.20× |
| 过去12个月自由现金流最近4个季度 | $-2.8M | $194.2M |
8季度趋势，按日历期对齐
经营现金流CSPIIOT
| Q4 25 | $-2.9M | $63.7M | ||
| Q3 25 | $1.9M | $50.2M | ||
| Q2 25 | $-3.3M | $52.6M | ||
| Q1 25 | $1.9M | $53.9M | ||
| Q4 24 | $1.7M | $36.0M | ||
| Q3 24 | $-1.5M | $18.1M | ||
| Q2 24 | $2.4M | $23.7M | ||
| Q1 24 | $1.7M | $-41.9M |
自由现金流CSPIIOT
| Q4 25 | $-3.0M | $55.8M | ||
| Q3 25 | $1.7M | $44.2M | ||
| Q2 25 | $-3.3M | $45.7M | ||
| Q1 25 | $1.9M | $48.5M | ||
| Q4 24 | $1.7M | $31.2M | ||
| Q3 24 | $-1.5M | $13.1M | ||
| Q2 24 | $2.4M | $18.6M | ||
| Q1 24 | $1.6M | $-44.0M |
自由现金流率CSPIIOT
| Q4 25 | -25.1% | 13.4% | ||
| Q3 25 | 11.5% | 11.3% | ||
| Q2 25 | -21.7% | 12.5% | ||
| Q1 25 | 14.5% | 14.0% | ||
| Q4 24 | 10.8% | 9.7% | ||
| Q3 24 | -11.7% | 4.4% | ||
| Q2 24 | 17.9% | 6.6% | ||
| Q1 24 | 11.9% | -15.9% |
资本支出强度CSPIIOT
| Q4 25 | 0.9% | 1.9% | ||
| Q3 25 | 1.6% | 1.5% | ||
| Q2 25 | 0.4% | 1.9% | ||
| Q1 25 | 0.1% | 1.5% | ||
| Q4 24 | 0.3% | 1.5% | ||
| Q3 24 | 0.1% | 1.7% | ||
| Q2 24 | 0.3% | 1.8% | ||
| Q1 24 | 0.1% | 0.8% |
现金转化率CSPIIOT
| Q4 25 | -32.04× | 8.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.69× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.04× | — |
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
CSPI
| Products | $6.7M | 56% |
| Services | $5.3M | 44% |
IOT
暂无分部数据
