vs
Samsara Inc.（IOT）与勤达睿（KD）财务数据对比。点击上方公司名可切换其他公司
勤达睿的季度营收约是Samsara Inc.的9.3倍（$3.9B vs $416.0M）。Samsara Inc.净利率更高（1.9% vs 1.5%，领先0.4%）。Samsara Inc.同比增速更快（29.2% vs 3.1%）。勤达睿自由现金流更多（$208.0M vs $55.8M）。过去两年Samsara Inc.的营收复合增速更高（22.7% vs 0.1%）
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。
勤达睿是总部位于美国纽约的跨国IT基础设施服务提供商，2021年由IBM的基础设施服务业务分拆独立成立。公司业务涵盖大型信息系统的设计、搭建、运维与开发，同时提供商业咨询服务，是目前全球最大的IT基础设施服务提供商、全球第五大咨询服务提供商。
IOT vs KD — 直观对比
营收规模更大
KD
是对方的9.3倍
$416.0M
营收增速更快
IOT
高出26.1%
3.1%
净利率更高
IOT
高出0.4%
1.5%
自由现金流更多
KD
多$152.2M
$55.8M
两年增速更快
IOT
近两年复合增速
0.1%
损益表 — Q4 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $3.9B |
| 净利润 | $7.8M | $57.0M |
| 毛利率 | 76.7% | 21.8% |
| 营业利润率 | -0.4% | 2.4% |
| 净利率 | 1.9% | 1.5% |
| 营收同比 | 29.2% | 3.1% |
| 净利润同比 | 120.5% | -73.5% |
| 每股收益（稀释后） | $0.01 | $0.25 |
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IOTKD
| Q4 25 | $416.0M | $3.9B | ||
| Q3 25 | $391.5M | $3.7B | ||
| Q2 25 | $366.9M | $3.7B | ||
| Q1 25 | $346.3M | $3.8B | ||
| Q4 24 | $322.0M | $3.7B | ||
| Q3 24 | $300.2M | $3.8B | ||
| Q2 24 | $280.7M | $3.7B | ||
| Q1 24 | $276.3M | $3.9B |
净利润IOTKD
| Q4 25 | $7.8M | $57.0M | ||
| Q3 25 | $-16.8M | $68.0M | ||
| Q2 25 | $-22.1M | $56.0M | ||
| Q1 25 | $-11.2M | $69.0M | ||
| Q4 24 | $-37.8M | $215.0M | ||
| Q3 24 | $-49.6M | $-43.0M | ||
| Q2 24 | $-56.3M | $11.0M | ||
| Q1 24 | $-113.4M | $-45.0M |
毛利率IOTKD
| Q4 25 | 76.7% | 21.8% | ||
| Q3 25 | 76.9% | 21.5% | ||
| Q2 25 | 77.3% | 21.3% | ||
| Q1 25 | 76.8% | 21.7% | ||
| Q4 24 | 76.4% | 20.4% | ||
| Q3 24 | 75.6% | 19.9% | ||
| Q2 24 | 75.6% | 21.5% | ||
| Q1 24 | 75.0% | 18.6% |
营业利润率IOTKD
| Q4 25 | -0.4% | 2.4% | ||
| Q3 25 | -6.8% | 2.6% | ||
| Q2 25 | -9.1% | 2.5% | ||
| Q1 25 | -5.3% | 3.1% | ||
| Q4 24 | -14.7% | 6.9% | ||
| Q3 24 | -19.4% | -0.1% | ||
| Q2 24 | -23.5% | 1.7% | ||
| Q1 24 | -44.5% | -0.1% |
净利率IOTKD
| Q4 25 | 1.9% | 1.5% | ||
| Q3 25 | -4.3% | 1.8% | ||
| Q2 25 | -6.0% | 1.5% | ||
| Q1 25 | -3.2% | 1.8% | ||
| Q4 24 | -11.7% | 5.7% | ||
| Q3 24 | -16.5% | -1.1% | ||
| Q2 24 | -20.1% | 0.3% | ||
| Q1 24 | -41.0% | -1.2% |
每股收益（稀释后）IOTKD
| Q4 25 | $0.01 | $0.25 | ||
| Q3 25 | $-0.03 | $0.29 | ||
| Q2 25 | $-0.04 | $0.23 | ||
| Q1 25 | $-0.02 | $0.30 | ||
| Q4 24 | $-0.07 | $0.89 | ||
| Q3 24 | $-0.09 | $-0.19 | ||
| Q2 24 | $-0.10 | $0.05 | ||
| Q1 24 | $-0.22 | $-0.19 |
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 | $275.1M | $1.3B |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $2.3B | $11.3B |
| 负债/权益比越低杠杆越低 | — | 1.92× |
8季度趋势，按日历期对齐
现金及短期投资IOTKD
| Q4 25 | $275.1M | $1.3B | ||
| Q3 25 | $258.5M | $1.3B | ||
| Q2 25 | $259.0M | $1.5B | ||
| Q1 25 | $227.6M | $1.8B | ||
| Q4 24 | $160.3M | $1.5B | ||
| Q3 24 | $159.3M | $1.3B | ||
| Q2 24 | $162.5M | $1.3B | ||
| Q1 24 | $135.5M | $1.6B |
总债务IOTKD
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.1B | ||
| Q1 24 | — | $3.1B |
股东权益IOTKD
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $999.1M | $1.1B | ||
| Q3 24 | $964.7M | $1.1B | ||
| Q2 24 | $923.9M | $996.0M | ||
| Q1 24 | $915.1M | $1.0B |
总资产IOTKD
| Q4 25 | $2.3B | $11.3B | ||
| Q3 25 | $2.2B | $11.2B | ||
| Q2 25 | $2.1B | $11.5B | ||
| Q1 25 | $2.0B | $10.5B | ||
| Q4 24 | $1.9B | $9.9B | ||
| Q3 24 | $1.8B | $10.4B | ||
| Q2 24 | $1.7B | $10.2B | ||
| Q1 24 | $1.7B | $10.6B |
负债/权益比IOTKD
| Q4 25 | — | 1.92× | ||
| Q3 25 | — | 2.45× | ||
| Q2 25 | — | 2.44× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 2.81× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | — | 3.12× | ||
| Q1 24 | — | 3.07× |
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 | $63.7M | $428.0M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $208.0M |
| 自由现金流率自由现金流/营收 | 13.4% | 5.4% |
| 资本支出强度资本支出/营收 | 1.9% | 5.7% |
| 现金转化率经营现金流/净利润 | 8.20× | 7.51× |
| 过去12个月自由现金流最近4个季度 | $194.2M | $299.0M |
8季度趋势，按日历期对齐
经营现金流IOTKD
| Q4 25 | $63.7M | $428.0M | ||
| Q3 25 | $50.2M | $146.0M | ||
| Q2 25 | $52.6M | $-124.0M | ||
| Q1 25 | $53.9M | $581.0M | ||
| Q4 24 | $36.0M | $260.0M | ||
| Q3 24 | $18.1M | $149.0M | ||
| Q2 24 | $23.7M | $-48.0M | ||
| Q1 24 | $-41.9M | $145.0M |
自由现金流IOTKD
| Q4 25 | $55.8M | $208.0M | ||
| Q3 25 | $44.2M | $17.0M | ||
| Q2 25 | $45.7M | $-267.0M | ||
| Q1 25 | $48.5M | $341.0M | ||
| Q4 24 | $31.2M | $151.0M | ||
| Q3 24 | $13.1M | $15.0M | ||
| Q2 24 | $18.6M | $-170.0M | ||
| Q1 24 | $-44.0M | $-57.0M |
自由现金流率IOTKD
| Q4 25 | 13.4% | 5.4% | ||
| Q3 25 | 11.3% | 0.5% | ||
| Q2 25 | 12.5% | -7.1% | ||
| Q1 25 | 14.0% | 9.0% | ||
| Q4 24 | 9.7% | 4.0% | ||
| Q3 24 | 4.4% | 0.4% | ||
| Q2 24 | 6.6% | -4.5% | ||
| Q1 24 | -15.9% | -1.5% |
资本支出强度IOTKD
| Q4 25 | 1.9% | 5.7% | ||
| Q3 25 | 1.5% | 3.5% | ||
| Q2 25 | 1.9% | 3.8% | ||
| Q1 25 | 1.5% | 6.3% | ||
| Q4 24 | 1.5% | 2.9% | ||
| Q3 24 | 1.7% | 3.6% | ||
| Q2 24 | 1.8% | 3.3% | ||
| Q1 24 | 0.8% | 5.2% |
现金转化率IOTKD
| Q4 25 | 8.20× | 7.51× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | -2.21× | ||
| Q1 25 | — | 8.42× | ||
| Q4 24 | — | 1.21× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -4.36× | ||
| Q1 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
IOT
暂无分部数据
KD
| Principal Markets Segment | $1.4B | 37% |
| United States Segment | $958.0M | 25% |
| Strategic Markets Segment | $905.0M | 23% |
| Other | $568.0M | 15% |
