vs
Samsara Inc.（IOT）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Samsara Inc.的2.0倍（$828.2M vs $416.0M），Rithm Capital Corp.净利率更高（13.2% vs 1.9%，领先11.4%），Rithm Capital Corp.同比增速更快（508.5% vs 29.2%），过去两年Samsara Inc.的营收复合增速更高（22.7% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
IOT vs RITM — 直观对比
营收规模更大
RITM
是对方的2.0倍
$416.0M
营收增速更快
RITM
高出479.3%
29.2%
净利率更高
RITM
高出11.4%
1.9%
两年增速更快
IOT
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $828.2M |
| 净利润 | $7.8M | $109.5M |
| 毛利率 | 76.7% | — |
| 营业利润率 | -0.4% | 29.9% |
| 净利率 | 1.9% | 13.2% |
| 营收同比 | 29.2% | 508.5% |
| 净利润同比 | 120.5% | 27.7% |
| 每股收益（稀释后） | $0.01 | $0.12 |
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IOTRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $416.0M | $1.5B | ||
| Q3 25 | $391.5M | $1.1B | ||
| Q2 25 | $366.9M | $1.2B | ||
| Q1 25 | $346.3M | $768.4M | ||
| Q4 24 | $322.0M | $2.1B | ||
| Q3 24 | $300.2M | $619.5M | ||
| Q2 24 | $280.7M | $1.2B |
净利润IOTRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $7.8M | $85.0M | ||
| Q3 25 | $-16.8M | $221.5M | ||
| Q2 25 | $-22.1M | $311.7M | ||
| Q1 25 | $-11.2M | $78.8M | ||
| Q4 24 | $-37.8M | $290.2M | ||
| Q3 24 | $-49.6M | $121.7M | ||
| Q2 24 | $-56.3M | $235.6M |
毛利率IOTRITM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率IOTRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -0.4% | 13.8% | ||
| Q3 25 | -6.8% | 21.4% | ||
| Q2 25 | -9.1% | 25.2% | ||
| Q1 25 | -5.3% | 7.4% | ||
| Q4 24 | -14.7% | 23.8% | ||
| Q3 24 | -19.4% | 7.3% | ||
| Q2 24 | -23.5% | 23.6% |
净利率IOTRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 1.9% | 5.7% | ||
| Q3 25 | -4.3% | 20.0% | ||
| Q2 25 | -6.0% | 25.6% | ||
| Q1 25 | -3.2% | 10.3% | ||
| Q4 24 | -11.7% | 14.0% | ||
| Q3 24 | -16.5% | 19.7% | ||
| Q2 24 | -20.1% | 19.2% |
每股收益（稀释后）IOTRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.01 | $0.09 | ||
| Q3 25 | $-0.03 | $0.35 | ||
| Q2 25 | $-0.04 | $0.53 | ||
| Q1 25 | $-0.02 | $0.07 | ||
| Q4 24 | $-0.07 | $0.50 | ||
| Q3 24 | $-0.09 | $0.20 | ||
| Q2 24 | $-0.10 | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $9.1B |
| 总资产 | $2.3B | $53.4B |
| 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IOTRITM
| Q1 26 | — | — | ||
| Q4 25 | $275.1M | $1.8B | ||
| Q3 25 | $258.5M | $1.6B | ||
| Q2 25 | $259.0M | $1.6B | ||
| Q1 25 | $227.6M | $1.5B | ||
| Q4 24 | $160.3M | $1.5B | ||
| Q3 24 | $159.3M | $1.6B | ||
| Q2 24 | $162.5M | $1.2B |
总债务IOTRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益IOTRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.2B | $8.5B | ||
| Q2 25 | $1.1B | $7.9B | ||
| Q1 25 | $1.1B | $7.8B | ||
| Q4 24 | $999.1M | $7.8B | ||
| Q3 24 | $964.7M | $7.7B | ||
| Q2 24 | $923.9M | $7.3B |
总资产IOTRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.3B | $53.1B | ||
| Q3 25 | $2.2B | $47.2B | ||
| Q2 25 | $2.1B | $44.3B | ||
| Q1 25 | $2.0B | $45.3B | ||
| Q4 24 | $1.9B | $46.0B | ||
| Q3 24 | $1.8B | $42.3B | ||
| Q2 24 | $1.7B | $42.0B |
负债/权益比IOTRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 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× | — |
| 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IOTRITM
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $-114.6M | ||
| Q3 25 | $50.2M | $-2.0B | ||
| Q2 25 | $52.6M | $-557.1M | ||
| Q1 25 | $53.9M | $1.4B | ||
| Q4 24 | $36.0M | $-1.8B | ||
| Q3 24 | $18.1M | $768.1M | ||
| Q2 24 | $23.7M | $-55.7M |
自由现金流IOTRITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率IOTRITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度IOTRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率IOTRITM
| Q1 26 | — | — | ||
| Q4 25 | 8.20× | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -0.24× |
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
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
