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Samsara Inc.（IOT）与ServiceNow（NOW）财务数据对比。点击上方公司名可切换其他公司
ServiceNow的季度营收约是Samsara Inc.的9.1倍（$3.8B vs $416.0M），ServiceNow净利率更高（12.4% vs 1.9%，领先10.6%），Samsara Inc.同比增速更快（29.2% vs 2.8%），ServiceNow自由现金流更多（$1.7B vs $55.8M），过去两年Samsara Inc.的营收复合增速更高（22.7% vs 19.8%）
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。
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
IOT vs NOW — 直观对比
营收规模更大
NOW
是对方的9.1倍
$416.0M
营收增速更快
IOT
高出26.4%
2.8%
净利率更高
NOW
高出10.6%
1.9%
自由现金流更多
NOW
多$1.6B
$55.8M
两年增速更快
IOT
近两年复合增速
19.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $3.8B |
| 净利润 | $7.8M | $469.0M |
| 毛利率 | 76.7% | 75.1% |
| 营业利润率 | -0.4% | 13.3% |
| 净利率 | 1.9% | 12.4% |
| 营收同比 | 29.2% | 2.8% |
| 净利润同比 | 120.5% | -53.7% |
| 每股收益（稀释后） | $0.01 | $1.04 |
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IOTNOW
| Q1 26 | — | $3.8B | ||
| Q4 25 | $416.0M | $3.6B | ||
| Q3 25 | $391.5M | $3.4B | ||
| Q2 25 | $366.9M | $3.2B | ||
| Q1 25 | $346.3M | $3.1B | ||
| Q4 24 | $322.0M | $3.0B | ||
| Q3 24 | $300.2M | $2.8B | ||
| Q2 24 | $280.7M | $2.6B |
净利润IOTNOW
| Q1 26 | — | $469.0M | ||
| Q4 25 | $7.8M | $401.0M | ||
| Q3 25 | $-16.8M | $502.0M | ||
| Q2 25 | $-22.1M | $385.0M | ||
| Q1 25 | $-11.2M | $460.0M | ||
| Q4 24 | $-37.8M | $384.0M | ||
| Q3 24 | $-49.6M | $432.0M | ||
| Q2 24 | $-56.3M | $262.0M |
毛利率IOTNOW
| Q1 26 | — | 75.1% | ||
| Q4 25 | 76.7% | 76.6% | ||
| Q3 25 | 76.9% | 77.3% | ||
| Q2 25 | 77.3% | 77.5% | ||
| Q1 25 | 76.8% | 78.9% | ||
| Q4 24 | 76.4% | 78.7% | ||
| Q3 24 | 75.6% | 79.1% | ||
| Q2 24 | 75.6% | 79.0% |
营业利润率IOTNOW
| Q1 26 | — | 13.3% | ||
| Q4 25 | -0.4% | 12.4% | ||
| Q3 25 | -6.8% | 16.8% | ||
| Q2 25 | -9.1% | 11.1% | ||
| Q1 25 | -5.3% | 14.6% | ||
| Q4 24 | -14.7% | 12.6% | ||
| Q3 24 | -19.4% | 14.9% | ||
| Q2 24 | -23.5% | 9.1% |
净利率IOTNOW
| Q1 26 | — | 12.4% | ||
| Q4 25 | 1.9% | 11.2% | ||
| Q3 25 | -4.3% | 14.7% | ||
| Q2 25 | -6.0% | 12.0% | ||
| Q1 25 | -3.2% | 14.9% | ||
| Q4 24 | -11.7% | 13.0% | ||
| Q3 24 | -16.5% | 15.4% | ||
| Q2 24 | -20.1% | 10.0% |
每股收益（稀释后）IOTNOW
| Q1 26 | — | $1.04 | ||
| Q4 25 | $0.01 | $-4.77 | ||
| Q3 25 | $-0.03 | $2.40 | ||
| Q2 25 | $-0.04 | $1.84 | ||
| Q1 25 | $-0.02 | $2.20 | ||
| Q4 24 | $-0.07 | $1.84 | ||
| Q3 24 | $-0.09 | $2.07 | ||
| Q2 24 | $-0.10 | $1.26 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $11.7B |
| 总资产 | $2.3B | $24.4B |
| 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IOTNOW
| Q1 26 | — | $2.7B | ||
| Q4 25 | $275.1M | $3.7B | ||
| Q3 25 | $258.5M | $2.7B | ||
| Q2 25 | $259.0M | $3.1B | ||
| Q1 25 | $227.6M | $3.4B | ||
| Q4 24 | $160.3M | $2.3B | ||
| Q3 24 | $159.3M | $1.9B | ||
| Q2 24 | $162.5M | $2.2B |
股东权益IOTNOW
| Q1 26 | — | $11.7B | ||
| Q4 25 | $1.3B | $13.0B | ||
| Q3 25 | $1.2B | $11.3B | ||
| Q2 25 | $1.1B | $10.9B | ||
| Q1 25 | $1.1B | $10.1B | ||
| Q4 24 | $999.1M | $9.6B | ||
| Q3 24 | $964.7M | $9.3B | ||
| Q2 24 | $923.9M | $8.7B |
总资产IOTNOW
| Q1 26 | — | $24.4B | ||
| Q4 25 | $2.3B | $26.0B | ||
| Q3 25 | $2.2B | $21.8B | ||
| Q2 25 | $2.1B | $22.1B | ||
| Q1 25 | $2.0B | $21.0B | ||
| Q4 24 | $1.9B | $20.4B | ||
| Q3 24 | $1.8B | $18.4B | ||
| Q2 24 | $1.7B | $18.2B |
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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $1.7B |
| 自由现金流率自由现金流/营收 | 13.4% | 44.2% |
| 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× | 3.56× |
| 过去12个月自由现金流最近4个季度 | $194.2M | $4.8B |
8季度趋势，按日历期对齐
经营现金流IOTNOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $63.7M | $2.2B | ||
| Q3 25 | $50.2M | $813.0M | ||
| Q2 25 | $52.6M | $716.0M | ||
| Q1 25 | $53.9M | $1.7B | ||
| Q4 24 | $36.0M | $1.6B | ||
| Q3 24 | $18.1M | $671.0M | ||
| Q2 24 | $23.7M | $620.0M |
自由现金流IOTNOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $55.8M | $2.0B | ||
| Q3 25 | $44.2M | $578.0M | ||
| Q2 25 | $45.7M | $526.0M | ||
| Q1 25 | $48.5M | $1.5B | ||
| Q4 24 | $31.2M | $1.4B | ||
| Q3 24 | $13.1M | $469.0M | ||
| Q2 24 | $18.6M | $358.0M |
自由现金流率IOTNOW
| Q1 26 | — | 44.2% | ||
| Q4 25 | 13.4% | 56.1% | ||
| Q3 25 | 11.3% | 17.0% | ||
| Q2 25 | 12.5% | 16.4% | ||
| Q1 25 | 14.0% | 47.7% | ||
| Q4 24 | 9.7% | 46.7% | ||
| Q3 24 | 4.4% | 16.8% | ||
| Q2 24 | 6.6% | 13.6% |
资本支出强度IOTNOW
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 6.7% | ||
| Q3 25 | 1.5% | 6.9% | ||
| Q2 25 | 1.9% | 5.9% | ||
| Q1 25 | 1.5% | 6.6% | ||
| Q4 24 | 1.5% | 8.6% | ||
| Q3 24 | 1.7% | 7.2% | ||
| Q2 24 | 1.8% | 10.0% |
现金转化率IOTNOW
| Q1 26 | — | 3.56× | ||
| Q4 25 | 8.20× | 5.58× | ||
| Q3 25 | — | 1.62× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | — | 3.65× | ||
| Q4 24 | — | 4.26× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 2.37× |
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
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $80.5M | 2% |
| Professional services and other revenues | $18.5M | 0% |
