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亿咖通科技（ECX）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.的季度营收约是亿咖通科技的1.3倍（$416.0M vs $323.3M）。Samsara Inc.净利率更高（1.9% vs -21.4%，领先23.2%）。Samsara Inc.同比增速更快（29.2% vs 6.5%）。Samsara Inc.自由现金流更多（$55.8M vs $-86.5M）
亿咖通科技是全球化出行科技企业，核心业务涵盖智能车载信息娱乐系统、高级驾驶辅助技术、车联网云服务开发，为全球多家车企提供一站式智能汽车解决方案，在中国及欧洲市场拥有成熟布局。
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。
ECX vs IOT — 直观对比
营收规模更大
IOT
是对方的1.3倍
$323.3M
营收增速更快
IOT
高出22.7%
6.5%
净利率更高
IOT
高出23.2%
-21.4%
自由现金流更多
IOT
多$142.3M
$-86.5M
损益表 — Q2 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $323.3M | $416.0M |
| 净利润 | $-69.1M | $7.8M |
| 毛利率 | 15.5% | 76.7% |
| 营业利润率 | -20.2% | -0.4% |
| 净利率 | -21.4% | 1.9% |
| 营收同比 | 6.5% | 29.2% |
| 净利润同比 | 12.8% | 120.5% |
| 每股收益（稀释后） | $-0.20 | $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ECXIOT
| Q4 25 | — | $416.0M | ||
| Q3 25 | — | $391.5M | ||
| Q2 25 | $323.3M | $366.9M | ||
| Q1 25 | — | $346.3M | ||
| Q4 24 | — | $322.0M | ||
| Q3 24 | — | $300.2M | ||
| Q2 24 | $303.5M | $280.7M | ||
| Q1 24 | — | $276.3M |
净利润ECXIOT
| Q4 25 | — | $7.8M | ||
| Q3 25 | — | $-16.8M | ||
| Q2 25 | $-69.1M | $-22.1M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | — | $-37.8M | ||
| Q3 24 | — | $-49.6M | ||
| Q2 24 | $-79.2M | $-56.3M | ||
| Q1 24 | — | $-113.4M |
毛利率ECXIOT
| Q4 25 | — | 76.7% | ||
| Q3 25 | — | 76.9% | ||
| Q2 25 | 15.5% | 77.3% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 75.6% | ||
| Q2 24 | 22.6% | 75.6% | ||
| Q1 24 | — | 75.0% |
营业利润率ECXIOT
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | -6.8% | ||
| Q2 25 | -20.2% | -9.1% | ||
| Q1 25 | — | -5.3% | ||
| Q4 24 | — | -14.7% | ||
| Q3 24 | — | -19.4% | ||
| Q2 24 | -22.2% | -23.5% | ||
| Q1 24 | — | -44.5% |
净利率ECXIOT
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | -4.3% | ||
| Q2 25 | -21.4% | -6.0% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | -11.7% | ||
| Q3 24 | — | -16.5% | ||
| Q2 24 | -26.1% | -20.1% | ||
| Q1 24 | — | -41.0% |
每股收益（稀释后）ECXIOT
| Q4 25 | — | $0.01 | ||
| Q3 25 | — | $-0.03 | ||
| Q2 25 | $-0.20 | $-0.04 | ||
| Q1 25 | — | $-0.02 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | — | $-0.09 | ||
| Q2 24 | $-0.23 | $-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 | $86.2M | $275.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-293.7M | $1.3B |
| 总资产 | $494.9M | $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ECXIOT
| Q4 25 | — | $275.1M | ||
| Q3 25 | — | $258.5M | ||
| Q2 25 | $86.2M | $259.0M | ||
| Q1 25 | — | $227.6M | ||
| Q4 24 | — | $160.3M | ||
| Q3 24 | — | $159.3M | ||
| Q2 24 | $108.4M | $162.5M | ||
| Q1 24 | — | $135.5M |
股东权益ECXIOT
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $-293.7M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $999.1M | ||
| Q3 24 | — | $964.7M | ||
| Q2 24 | $-198.5M | $923.9M | ||
| Q1 24 | — | $915.1M |
总资产ECXIOT
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $494.9M | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $555.0M | $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 | $-82.0M | $63.7M |
| 自由现金流经营现金流 - 资本支出 | $-86.5M | $55.8M |
| 自由现金流率自由现金流/营收 | -26.7% | 13.4% |
| 资本支出强度资本支出/营收 | 1.4% | 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 | — | $194.2M |
8季度趋势，按日历期对齐
经营现金流ECXIOT
| Q4 25 | — | $63.7M | ||
| Q3 25 | — | $50.2M | ||
| Q2 25 | $-82.0M | $52.6M | ||
| Q1 25 | — | $53.9M | ||
| Q4 24 | — | $36.0M | ||
| Q3 24 | — | $18.1M | ||
| Q2 24 | $-57.1M | $23.7M | ||
| Q1 24 | — | $-41.9M |
自由现金流ECXIOT
| Q4 25 | — | $55.8M | ||
| Q3 25 | — | $44.2M | ||
| Q2 25 | $-86.5M | $45.7M | ||
| Q1 25 | — | $48.5M | ||
| Q4 24 | — | $31.2M | ||
| Q3 24 | — | $13.1M | ||
| Q2 24 | $-64.9M | $18.6M | ||
| Q1 24 | — | $-44.0M |
自由现金流率ECXIOT
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | -26.7% | 12.5% | ||
| Q1 25 | — | 14.0% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | -21.4% | 6.6% | ||
| Q1 24 | — | -15.9% |
资本支出强度ECXIOT
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | 1.4% | 1.9% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | 2.6% | 1.8% | ||
| Q1 24 | — | 0.8% |
现金转化率ECXIOT
| 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
