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Gogo Inc.（GOGO）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是Gogo Inc.的1.8倍（$411.1M vs $230.6M），UiPath, Inc.净利率更高（48.4% vs -4.3%，领先52.7%），Gogo Inc.同比增速更快（67.3% vs 15.9%），UiPath, Inc.自由现金流更多（$25.1M vs $-25.4M），过去两年Gogo Inc.的营收复合增速更高（48.7% vs 0.7%）
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商，总部位于科罗拉多州布鲁姆菲尔德。截至目前，已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务，2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
GOGO vs PATH — 直观对比
营收规模更大
PATH
是对方的1.8倍
$230.6M
营收增速更快
GOGO
高出51.4%
15.9%
净利率更高
PATH
高出52.7%
-4.3%
自由现金流更多
PATH
多$50.5M
$-25.4M
两年增速更快
GOGO
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $230.6M | $411.1M |
| 净利润 | $-10.0M | $198.8M |
| 毛利率 | — | 83.3% |
| 营业利润率 | 6.2% | 3.2% |
| 净利率 | -4.3% | 48.4% |
| 营收同比 | 67.3% | 15.9% |
| 净利润同比 | 64.6% | 1966.2% |
| 每股收益（稀释后） | $-0.08 | $0.37 |
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GOGOPATH
| Q4 25 | $230.6M | $411.1M | ||
| Q3 25 | $223.6M | $361.7M | ||
| Q2 25 | $226.0M | $356.6M | ||
| Q1 25 | $230.3M | $423.6M | ||
| Q4 24 | $137.8M | $354.7M | ||
| Q3 24 | $100.5M | $316.3M | ||
| Q2 24 | $102.1M | $335.1M | ||
| Q1 24 | $104.3M | $405.3M |
净利润GOGOPATH
| Q4 25 | $-10.0M | $198.8M | ||
| Q3 25 | $-1.9M | $1.6M | ||
| Q2 25 | $12.8M | $-22.6M | ||
| Q1 25 | $12.0M | $51.8M | ||
| Q4 24 | $-28.2M | $-10.7M | ||
| Q3 24 | $10.6M | $-86.1M | ||
| Q2 24 | $839.0K | $-28.7M | ||
| Q1 24 | $30.5M | $33.9M |
毛利率GOGOPATH
| Q4 25 | — | 83.3% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | 87.8% | 82.1% | ||
| Q1 25 | 87.3% | 84.8% | ||
| Q4 24 | — | 82.0% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 83.5% | ||
| Q1 24 | — | 86.8% |
营业利润率GOGOPATH
| Q4 25 | 6.2% | 3.2% | ||
| Q3 25 | 12.9% | -5.6% | ||
| Q2 25 | 15.9% | -4.6% | ||
| Q1 25 | 15.3% | 7.9% | ||
| Q4 24 | -17.5% | -12.2% | ||
| Q3 24 | 19.0% | -32.7% | ||
| Q2 24 | 21.2% | -14.8% | ||
| Q1 24 | 33.2% | 3.7% |
净利率GOGOPATH
| Q4 25 | -4.3% | 48.4% | ||
| Q3 25 | -0.9% | 0.4% | ||
| Q2 25 | 5.7% | -6.3% | ||
| Q1 25 | 5.2% | 12.2% | ||
| Q4 24 | -20.5% | -3.0% | ||
| Q3 24 | 10.6% | -27.2% | ||
| Q2 24 | 0.8% | -8.6% | ||
| Q1 24 | 29.2% | 8.4% |
每股收益（稀释后）GOGOPATH
| Q4 25 | $-0.08 | $0.37 | ||
| Q3 25 | $-0.01 | $0.00 | ||
| Q2 25 | $0.09 | $-0.04 | ||
| Q1 25 | $0.09 | $0.09 | ||
| Q4 24 | $-0.22 | $-0.02 | ||
| Q3 24 | $0.08 | $-0.15 | ||
| Q2 24 | $0.01 | $-0.05 | ||
| Q1 24 | $0.23 | $0.07 |
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 | $125.2M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $101.1M | $1.9B |
| 总资产 | $1.3B | $2.9B |
| 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GOGOPATH
| Q4 25 | $125.2M | $1.4B | ||
| Q3 25 | $133.6M | $1.4B | ||
| Q2 25 | $102.1M | $1.6B | ||
| Q1 25 | $70.3M | $1.6B | ||
| Q4 24 | $41.8M | $1.6B | ||
| Q3 24 | $176.7M | $1.7B | ||
| Q2 24 | $161.6M | $1.9B | ||
| Q1 24 | $152.8M | $1.9B |
股东权益GOGOPATH
| Q4 25 | $101.1M | $1.9B | ||
| Q3 25 | $107.0M | $1.7B | ||
| Q2 25 | $102.8M | $1.7B | ||
| Q1 25 | $82.9M | $1.8B | ||
| Q4 24 | $69.3M | $1.7B | ||
| Q3 24 | $52.7M | $1.8B | ||
| Q2 24 | $52.0M | $2.0B | ||
| Q1 24 | $62.4M | $2.0B |
总资产GOGOPATH
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.3B | $2.6B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.2B | $2.9B | ||
| Q4 24 | $1.2B | $2.7B | ||
| Q3 24 | $810.7M | $2.7B | ||
| Q2 24 | $802.7M | $2.8B | ||
| Q1 24 | $809.0M | $3.0B |
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 | $8.5M | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $-25.4M | $25.1M |
| 自由现金流率自由现金流/营收 | -11.0% | 6.1% |
| 资本支出强度资本支出/营收 | 14.7% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | $65.1M | — |
8季度趋势，按日历期对齐
经营现金流GOGOPATH
| Q4 25 | $8.5M | $28.3M | ||
| Q3 25 | $46.8M | $41.6M | ||
| Q2 25 | $36.7M | $119.0M | ||
| Q1 25 | $32.5M | $146.1M | ||
| Q4 24 | $-38.3M | $28.1M | ||
| Q3 24 | $25.1M | $46.4M | ||
| Q2 24 | $24.9M | $100.0M | ||
| Q1 24 | $29.7M | $145.6M |
自由现金流GOGOPATH
| Q4 25 | $-25.4M | $25.1M | ||
| Q3 25 | $27.3M | — | ||
| Q2 25 | $33.5M | $106.2M | ||
| Q1 25 | $29.7M | $138.7M | ||
| Q4 24 | $-42.6M | $23.2M | ||
| Q3 24 | $20.7M | $45.0M | ||
| Q2 24 | $21.6M | $98.8M | ||
| Q1 24 | $28.2M | $141.8M |
自由现金流率GOGOPATH
| Q4 25 | -11.0% | 6.1% | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 14.8% | 29.8% | ||
| Q1 25 | 12.9% | 32.7% | ||
| Q4 24 | -30.9% | 6.5% | ||
| Q3 24 | 20.6% | 14.2% | ||
| Q2 24 | 21.1% | 29.5% | ||
| Q1 24 | 27.0% | 35.0% |
资本支出强度GOGOPATH
| Q4 25 | 14.7% | 0.8% | ||
| Q3 25 | 8.7% | 0.0% | ||
| Q2 25 | 1.4% | 3.6% | ||
| Q1 25 | 1.2% | 1.7% | ||
| Q4 24 | 3.1% | 1.4% | ||
| Q3 24 | 4.4% | 0.4% | ||
| Q2 24 | 3.3% | 0.4% | ||
| Q1 24 | 1.4% | 0.9% |
现金转化率GOGOPATH
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 26.25× | ||
| Q2 25 | 2.87× | — | ||
| Q1 25 | 2.70× | 2.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 29.74× | — | ||
| Q1 24 | 0.97× | 4.29× |
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
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
