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Samsara Inc.（IOT）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是Samsara Inc.的1.6倍（$663.0M vs $416.0M），Reddit, Inc.净利率更高（30.8% vs 1.9%，领先28.9%），Reddit, Inc.同比增速更快（69.0% vs 29.2%），Reddit, Inc.自由现金流更多（$311.0M vs $55.8M），过去两年Reddit, Inc.的营收复合增速更高（53.6% vs 22.7%）
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
IOT vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.6倍
$416.0M
营收增速更快
RDDT
高出39.8%
29.2%
净利率更高
RDDT
高出28.9%
1.9%
自由现金流更多
RDDT
多$255.2M
$55.8M
两年增速更快
RDDT
近两年复合增速
22.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $663.0M |
| 净利润 | $7.8M | $204.0M |
| 毛利率 | 76.7% | 100.0% |
| 营业利润率 | -0.4% | 0.0% |
| 净利率 | 1.9% | 30.8% |
| 营收同比 | 29.2% | 69.0% |
| 净利润同比 | 120.5% | 680.0% |
| 每股收益（稀释后） | $0.01 | $1.01 |
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IOTRDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $416.0M | $725.6M | ||
| Q3 25 | $391.5M | $584.9M | ||
| Q2 25 | $366.9M | $499.6M | ||
| Q1 25 | $346.3M | $392.4M | ||
| Q4 24 | $322.0M | $427.7M | ||
| Q3 24 | $300.2M | $348.4M | ||
| Q2 24 | $280.7M | $281.2M |
净利润IOTRDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $7.8M | $251.6M | ||
| Q3 25 | $-16.8M | $162.7M | ||
| Q2 25 | $-22.1M | $89.3M | ||
| Q1 25 | $-11.2M | $26.2M | ||
| Q4 24 | $-37.8M | $71.0M | ||
| Q3 24 | $-49.6M | $29.9M | ||
| Q2 24 | $-56.3M | $-10.1M |
毛利率IOTRDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 76.7% | 91.9% | ||
| Q3 25 | 76.9% | 91.0% | ||
| Q2 25 | 77.3% | 90.8% | ||
| Q1 25 | 76.8% | 90.5% | ||
| Q4 24 | 76.4% | 92.6% | ||
| Q3 24 | 75.6% | 90.1% | ||
| Q2 24 | 75.6% | 89.5% |
营业利润率IOTRDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | -0.4% | 31.9% | ||
| Q3 25 | -6.8% | 23.7% | ||
| Q2 25 | -9.1% | 13.6% | ||
| Q1 25 | -5.3% | 1.0% | ||
| Q4 24 | -14.7% | 12.4% | ||
| Q3 24 | -19.4% | 2.0% | ||
| Q2 24 | -23.5% | -11.0% |
净利率IOTRDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 1.9% | 34.7% | ||
| Q3 25 | -4.3% | 27.8% | ||
| Q2 25 | -6.0% | 17.9% | ||
| Q1 25 | -3.2% | 6.7% | ||
| Q4 24 | -11.7% | 16.6% | ||
| Q3 24 | -16.5% | 8.6% | ||
| Q2 24 | -20.1% | -3.6% |
每股收益（稀释后）IOTRDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $0.01 | $1.24 | ||
| Q3 25 | $-0.03 | $0.80 | ||
| Q2 25 | $-0.04 | $0.45 | ||
| Q1 25 | $-0.02 | $0.13 | ||
| Q4 24 | $-0.07 | $4.76 | ||
| Q3 24 | $-0.09 | $0.16 | ||
| Q2 24 | $-0.10 | $-0.06 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $3.2B |
| 总资产 | $2.3B | $3.5B |
| 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IOTRDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $275.1M | $953.6M | ||
| Q3 25 | $258.5M | $911.7M | ||
| Q2 25 | $259.0M | $734.1M | ||
| Q1 25 | $227.6M | $635.7M | ||
| Q4 24 | $160.3M | $562.1M | ||
| Q3 24 | $159.3M | $515.9M | ||
| Q2 24 | $162.5M | $468.0M |
股东权益IOTRDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.2B | $2.6B | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | $999.1M | $2.1B | ||
| Q3 24 | $964.7M | $2.0B | ||
| Q2 24 | $923.9M | $1.9B |
总资产IOTRDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $2.3B | $3.2B | ||
| Q3 25 | $2.2B | $2.9B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.0B | $2.4B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $1.8B | $2.2B | ||
| Q2 24 | $1.7B | $2.1B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $311.0M |
| 自由现金流率自由现金流/营收 | 13.4% | 46.9% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $194.2M | $868.6M |
8季度趋势，按日历期对齐
经营现金流IOTRDDT
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $266.8M | ||
| Q3 25 | $50.2M | $185.2M | ||
| Q2 25 | $52.6M | $111.3M | ||
| Q1 25 | $53.9M | $127.6M | ||
| Q4 24 | $36.0M | $90.0M | ||
| Q3 24 | $18.1M | $71.6M | ||
| Q2 24 | $23.7M | $28.4M |
自由现金流IOTRDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $55.8M | $263.6M | ||
| Q3 25 | $44.2M | $183.1M | ||
| Q2 25 | $45.7M | $110.8M | ||
| Q1 25 | $48.5M | $126.6M | ||
| Q4 24 | $31.2M | $89.2M | ||
| Q3 24 | $13.1M | $70.3M | ||
| Q2 24 | $18.6M | $27.2M |
自由现金流率IOTRDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 13.4% | 36.3% | ||
| Q3 25 | 11.3% | 31.3% | ||
| Q2 25 | 12.5% | 22.2% | ||
| Q1 25 | 14.0% | 32.3% | ||
| Q4 24 | 9.7% | 20.8% | ||
| Q3 24 | 4.4% | 20.2% | ||
| Q2 24 | 6.6% | 9.7% |
资本支出强度IOTRDDT
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 0.4% | ||
| Q3 25 | 1.5% | 0.4% | ||
| Q2 25 | 1.9% | 0.1% | ||
| Q1 25 | 1.5% | 0.2% | ||
| Q4 24 | 1.5% | 0.2% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 1.8% | 0.4% |
现金转化率IOTRDDT
| Q1 26 | — | — | ||
| Q4 25 | 8.20× | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 2.40× | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
