vs
Samsara Inc.（IOT）与大都会人寿（MET）财务数据对比。点击上方公司名可切换其他公司
大都会人寿的季度营收约是Samsara Inc.的1.4倍（$600.0M vs $416.0M），大都会人寿净利率更高（134.8% vs 1.9%，领先133.0%），Samsara Inc.同比增速更快（29.2% vs 7.9%），过去两年Samsara Inc.的营收复合增速更高（22.7% vs 2.0%）
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。
大都会人寿（MetLife）是全球规模领先的保险、年金及员工福利服务提供商之一，创立于1868年，业务覆盖超60个国家和地区，服务约9000万客户，2018年位列《财富》美国500强营收排行榜第43位。
IOT vs MET — 直观对比
营收规模更大
MET
是对方的1.4倍
$416.0M
营收增速更快
IOT
高出21.3%
7.9%
净利率更高
MET
高出133.0%
1.9%
两年增速更快
IOT
近两年复合增速
2.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $600.0M |
| 净利润 | $7.8M | $809.0M |
| 毛利率 | 76.7% | — |
| 营业利润率 | -0.4% | — |
| 净利率 | 1.9% | 134.8% |
| 营收同比 | 29.2% | 7.9% |
| 净利润同比 | 120.5% | -36.3% |
| 每股收益（稀释后） | $0.01 | $1.18 |
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IOTMET
| Q4 25 | $416.0M | $600.0M | ||
| Q3 25 | $391.5M | $621.0M | ||
| Q2 25 | $366.9M | $604.0M | ||
| Q1 25 | $346.3M | $611.0M | ||
| Q4 24 | $322.0M | $556.0M | ||
| Q3 24 | $300.2M | $554.0M | ||
| Q2 24 | $280.7M | $558.0M | ||
| Q1 24 | $276.3M | $577.0M |
净利润IOTMET
| Q4 25 | $7.8M | $809.0M | ||
| Q3 25 | $-16.8M | $896.0M | ||
| Q2 25 | $-22.1M | $729.0M | ||
| Q1 25 | $-11.2M | $945.0M | ||
| Q4 24 | $-37.8M | $1.3B | ||
| Q3 24 | $-49.6M | $1.3B | ||
| Q2 24 | $-56.3M | $946.0M | ||
| Q1 24 | $-113.4M | $867.0M |
毛利率IOTMET
| Q4 25 | 76.7% | — | ||
| Q3 25 | 76.9% | — | ||
| Q2 25 | 77.3% | — | ||
| Q1 25 | 76.8% | — | ||
| Q4 24 | 76.4% | — | ||
| Q3 24 | 75.6% | — | ||
| Q2 24 | 75.6% | — | ||
| Q1 24 | 75.0% | — |
营业利润率IOTMET
| Q4 25 | -0.4% | — | ||
| Q3 25 | -6.8% | — | ||
| Q2 25 | -9.1% | — | ||
| Q1 25 | -5.3% | — | ||
| Q4 24 | -14.7% | — | ||
| Q3 24 | -19.4% | — | ||
| Q2 24 | -23.5% | — | ||
| Q1 24 | -44.5% | — |
净利率IOTMET
| Q4 25 | 1.9% | 134.8% | ||
| Q3 25 | -4.3% | 144.3% | ||
| Q2 25 | -6.0% | 120.7% | ||
| Q1 25 | -3.2% | 154.7% | ||
| Q4 24 | -11.7% | 228.6% | ||
| Q3 24 | -16.5% | 242.2% | ||
| Q2 24 | -20.1% | 169.5% | ||
| Q1 24 | -41.0% | 150.3% |
每股收益（稀释后）IOTMET
| Q4 25 | $0.01 | $1.18 | ||
| Q3 25 | $-0.03 | $1.22 | ||
| Q2 25 | $-0.04 | $1.03 | ||
| Q1 25 | $-0.02 | $1.28 | ||
| Q4 24 | $-0.07 | $1.75 | ||
| Q3 24 | $-0.09 | $1.81 | ||
| Q2 24 | $-0.10 | $1.28 | ||
| Q1 24 | $-0.22 | $1.10 |
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 | $25.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $28.4B |
| 总资产 | $2.3B | $745.2B |
| 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IOTMET
| Q4 25 | $275.1M | $25.6B | ||
| Q3 25 | $258.5M | $26.2B | ||
| Q2 25 | $259.0M | $27.5B | ||
| Q1 25 | $227.6M | $26.9B | ||
| Q4 24 | $160.3M | $25.2B | ||
| Q3 24 | $159.3M | $26.4B | ||
| Q2 24 | $162.5M | $24.6B | ||
| Q1 24 | $135.5M | $24.7B |
股东权益IOTMET
| Q4 25 | $1.3B | $28.4B | ||
| Q3 25 | $1.2B | $28.9B | ||
| Q2 25 | $1.1B | $27.7B | ||
| Q1 25 | $1.1B | $27.5B | ||
| Q4 24 | $999.1M | $27.4B | ||
| Q3 24 | $964.7M | $30.9B | ||
| Q2 24 | $923.9M | $27.3B | ||
| Q1 24 | $915.1M | $28.5B |
总资产IOTMET
| Q4 25 | $2.3B | $745.2B | ||
| Q3 25 | $2.2B | $719.7B | ||
| Q2 25 | $2.1B | $702.5B | ||
| Q1 25 | $2.0B | $688.3B | ||
| Q4 24 | $1.9B | $677.5B | ||
| Q3 24 | $1.8B | $705.0B | ||
| Q2 24 | $1.7B | $675.7B | ||
| Q1 24 | $1.7B | $677.6B |
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 | $7.1B |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 13.4% | — |
| 资本支出强度资本支出/营收 | 1.9% | — |
| 现金转化率经营现金流/净利润 | 8.20× | 8.75× |
| 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IOTMET
| Q4 25 | $63.7M | $7.1B | ||
| Q3 25 | $50.2M | $3.6B | ||
| Q2 25 | $52.6M | $2.2B | ||
| Q1 25 | $53.9M | $4.3B | ||
| Q4 24 | $36.0M | $4.6B | ||
| Q3 24 | $18.1M | $4.2B | ||
| Q2 24 | $23.7M | $3.5B | ||
| Q1 24 | $-41.9M | $2.3B |
自由现金流IOTMET
| Q4 25 | $55.8M | — | ||
| Q3 25 | $44.2M | — | ||
| Q2 25 | $45.7M | — | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $31.2M | — | ||
| Q3 24 | $13.1M | — | ||
| Q2 24 | $18.6M | — | ||
| Q1 24 | $-44.0M | — |
自由现金流率IOTMET
| Q4 25 | 13.4% | — | ||
| Q3 25 | 11.3% | — | ||
| Q2 25 | 12.5% | — | ||
| Q1 25 | 14.0% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 6.6% | — | ||
| Q1 24 | -15.9% | — |
资本支出强度IOTMET
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 0.8% | — |
现金转化率IOTMET
| Q4 25 | 8.20× | 8.75× | ||
| Q3 25 | — | 3.98× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | — | 4.51× | ||
| Q4 24 | — | 3.63× | ||
| Q3 24 | — | 3.11× | ||
| Q2 24 | — | 3.69× | ||
| Q1 24 | — | 2.69× |
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
MET
| Other | $165.0M | 28% |
| Prepaidlegalplansandadministrativeonlycontracts | $158.0M | 26% |
| Vision Fee For Service Arrangements | $140.0M | 23% |
| Administrative Service | $76.0M | 13% |
| Distribution Service | $36.0M | 6% |
| Feebasedinvestmentmanagementservices | $25.0M | 4% |
