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Samsara Inc.（IOT）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是Samsara Inc.的1.9倍（$772.1M vs $416.0M），Revvity净利率更高（12.7% vs 1.9%，领先10.9%），Samsara Inc.同比增速更快（29.2% vs 5.9%），Revvity自由现金流更多（$161.8M vs $55.8M），过去两年Samsara Inc.的营收复合增速更高（22.7% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
IOT vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.9倍
$416.0M
营收增速更快
IOT
高出23.3%
5.9%
净利率更高
RVTY
高出10.9%
1.9%
自由现金流更多
RVTY
多$105.9M
$55.8M
两年增速更快
IOT
近两年复合增速
9.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $772.1M |
| 净利润 | $7.8M | $98.4M |
| 毛利率 | 76.7% | — |
| 营业利润率 | -0.4% | 14.5% |
| 净利率 | 1.9% | 12.7% |
| 营收同比 | 29.2% | 5.9% |
| 净利润同比 | 120.5% | 3.9% |
| 每股收益（稀释后） | $0.01 | $0.86 |
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IOTRVTY
| Q4 25 | $416.0M | $772.1M | ||
| Q3 25 | $391.5M | $698.9M | ||
| Q2 25 | $366.9M | $720.3M | ||
| Q1 25 | $346.3M | $664.8M | ||
| Q4 24 | $322.0M | $729.4M | ||
| Q3 24 | $300.2M | $684.0M | ||
| Q2 24 | $280.7M | $691.7M | ||
| Q1 24 | $276.3M | $649.9M |
净利润IOTRVTY
| Q4 25 | $7.8M | $98.4M | ||
| Q3 25 | $-16.8M | $46.7M | ||
| Q2 25 | $-22.1M | $53.9M | ||
| Q1 25 | $-11.2M | $42.2M | ||
| Q4 24 | $-37.8M | $94.6M | ||
| Q3 24 | $-49.6M | $94.4M | ||
| Q2 24 | $-56.3M | $55.4M | ||
| Q1 24 | $-113.4M | $26.0M |
毛利率IOTRVTY
| Q4 25 | 76.7% | — | ||
| Q3 25 | 76.9% | 53.6% | ||
| Q2 25 | 77.3% | 54.5% | ||
| Q1 25 | 76.8% | 56.5% | ||
| Q4 24 | 76.4% | — | ||
| Q3 24 | 75.6% | 56.3% | ||
| Q2 24 | 75.6% | 55.7% | ||
| Q1 24 | 75.0% | 54.6% |
营业利润率IOTRVTY
| Q4 25 | -0.4% | 14.5% | ||
| Q3 25 | -6.8% | 11.7% | ||
| Q2 25 | -9.1% | 12.6% | ||
| Q1 25 | -5.3% | 10.9% | ||
| Q4 24 | -14.7% | 16.3% | ||
| Q3 24 | -19.4% | 14.3% | ||
| Q2 24 | -23.5% | 12.4% | ||
| Q1 24 | -44.5% | 6.8% |
净利率IOTRVTY
| Q4 25 | 1.9% | 12.7% | ||
| Q3 25 | -4.3% | 6.7% | ||
| Q2 25 | -6.0% | 7.5% | ||
| Q1 25 | -3.2% | 6.4% | ||
| Q4 24 | -11.7% | 13.0% | ||
| Q3 24 | -16.5% | 13.8% | ||
| Q2 24 | -20.1% | 8.0% | ||
| Q1 24 | -41.0% | 4.0% |
每股收益（稀释后）IOTRVTY
| Q4 25 | $0.01 | $0.86 | ||
| Q3 25 | $-0.03 | $0.40 | ||
| Q2 25 | $-0.04 | $0.46 | ||
| Q1 25 | $-0.02 | $0.35 | ||
| Q4 24 | $-0.07 | $0.77 | ||
| Q3 24 | $-0.09 | $0.77 | ||
| Q2 24 | $-0.10 | $0.45 | ||
| Q1 24 | $-0.22 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $7.3B |
| 总资产 | $2.3B | $12.2B |
| 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IOTRVTY
| Q4 25 | $275.1M | $919.9M | ||
| Q3 25 | $258.5M | $931.4M | ||
| Q2 25 | $259.0M | $991.8M | ||
| Q1 25 | $227.6M | $1.1B | ||
| Q4 24 | $160.3M | $1.2B | ||
| Q3 24 | $159.3M | $1.2B | ||
| Q2 24 | $162.5M | $2.0B | ||
| Q1 24 | $135.5M | $1.7B |
股东权益IOTRVTY
| Q4 25 | $1.3B | $7.3B | ||
| Q3 25 | $1.2B | $7.4B | ||
| Q2 25 | $1.1B | $7.6B | ||
| Q1 25 | $1.1B | $7.6B | ||
| Q4 24 | $999.1M | $7.7B | ||
| Q3 24 | $964.7M | $7.9B | ||
| Q2 24 | $923.9M | $7.9B | ||
| Q1 24 | $915.1M | $7.8B |
总资产IOTRVTY
| Q4 25 | $2.3B | $12.2B | ||
| Q3 25 | $2.2B | $12.1B | ||
| Q2 25 | $2.1B | $12.4B | ||
| Q1 25 | $2.0B | $12.4B | ||
| Q4 24 | $1.9B | $12.4B | ||
| Q3 24 | $1.8B | $12.8B | ||
| Q2 24 | $1.7B | $13.4B | ||
| Q1 24 | $1.7B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $161.8M |
| 自由现金流率自由现金流/营收 | 13.4% | 21.0% |
| 资本支出强度资本支出/营收 | 1.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 8.20× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $194.2M | $509.4M |
8季度趋势，按日历期对齐
经营现金流IOTRVTY
| Q4 25 | $63.7M | $182.0M | ||
| Q3 25 | $50.2M | $138.5M | ||
| Q2 25 | $52.6M | $134.3M | ||
| Q1 25 | $53.9M | $128.2M | ||
| Q4 24 | $36.0M | $174.2M | ||
| Q3 24 | $18.1M | $147.9M | ||
| Q2 24 | $23.7M | $158.6M | ||
| Q1 24 | $-41.9M | $147.6M |
自由现金流IOTRVTY
| Q4 25 | $55.8M | $161.8M | ||
| Q3 25 | $44.2M | $120.0M | ||
| Q2 25 | $45.7M | $115.5M | ||
| Q1 25 | $48.5M | $112.2M | ||
| Q4 24 | $31.2M | $149.8M | ||
| Q3 24 | $13.1M | $125.6M | ||
| Q2 24 | $18.6M | $136.6M | ||
| Q1 24 | $-44.0M | $129.7M |
自由现金流率IOTRVTY
| Q4 25 | 13.4% | 21.0% | ||
| Q3 25 | 11.3% | 17.2% | ||
| Q2 25 | 12.5% | 16.0% | ||
| Q1 25 | 14.0% | 16.9% | ||
| Q4 24 | 9.7% | 20.5% | ||
| Q3 24 | 4.4% | 18.4% | ||
| Q2 24 | 6.6% | 19.7% | ||
| Q1 24 | -15.9% | 20.0% |
资本支出强度IOTRVTY
| Q4 25 | 1.9% | 2.6% | ||
| Q3 25 | 1.5% | 2.6% | ||
| Q2 25 | 1.9% | 2.6% | ||
| Q1 25 | 1.5% | 2.4% | ||
| Q4 24 | 1.5% | 3.4% | ||
| Q3 24 | 1.7% | 3.3% | ||
| Q2 24 | 1.8% | 3.2% | ||
| Q1 24 | 0.8% | 2.7% |
现金转化率IOTRVTY
| Q4 25 | 8.20× | 1.85× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 2.87× | ||
| Q1 24 | — | 5.67× |
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
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
