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Samsara Inc.（IOT）与Science Applications International Corp（SAIC）财务数据对比。点击上方公司名可切换其他公司
Science Applications International Corp的季度营收约是Samsara Inc.的4.5倍（$1.9B vs $416.0M）。Science Applications International Corp净利率更高（4.2% vs 1.9%，领先2.3%）。Samsara Inc.同比增速更快（29.2% vs 2.6%）。Science Applications International Corp自由现金流更多（$120.0M vs $55.8M）。过去两年Samsara Inc.的营收复合增速更高（22.7% vs 2.3%）
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。
科学应用国际公司（SAIC）是一家总部位于美国弗吉尼亚州雷斯顿的科技企业，主要为政府机构提供专业服务与信息技术支持，在公共部门技术服务领域拥有丰富的行业经验与技术积累。
IOT vs SAIC — 直观对比
营收规模更大
SAIC
是对方的4.5倍
$416.0M
营收增速更快
IOT
高出26.6%
2.6%
净利率更高
SAIC
高出2.3%
1.9%
自由现金流更多
SAIC
多$64.2M
$55.8M
两年增速更快
IOT
近两年复合增速
2.3%
损益表 — Q4 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $1.9B |
| 净利润 | $7.8M | $78.0M |
| 毛利率 | 76.7% | 12.2% |
| 营业利润率 | -0.4% | 6.9% |
| 净利率 | 1.9% | 4.2% |
| 营收同比 | 29.2% | 2.6% |
| 净利润同比 | 120.5% | -3.7% |
| 每股收益（稀释后） | $0.01 | $1.69 |
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IOTSAIC
| Q4 25 | $416.0M | $1.9B | ||
| Q3 25 | $391.5M | — | ||
| Q2 25 | $366.9M | $1.9B | ||
| Q1 25 | $346.3M | — | ||
| Q4 24 | $322.0M | $2.0B | ||
| Q3 24 | $300.2M | $1.8B | ||
| Q2 24 | $280.7M | $1.8B | ||
| Q1 24 | $276.3M | $1.7B |
净利润IOTSAIC
| Q4 25 | $7.8M | $78.0M | ||
| Q3 25 | $-16.8M | — | ||
| Q2 25 | $-22.1M | $68.0M | ||
| Q1 25 | $-11.2M | — | ||
| Q4 24 | $-37.8M | $106.0M | ||
| Q3 24 | $-49.6M | $81.0M | ||
| Q2 24 | $-56.3M | $77.0M | ||
| Q1 24 | $-113.4M | $39.0M |
毛利率IOTSAIC
| Q4 25 | 76.7% | 12.2% | ||
| Q3 25 | 76.9% | — | ||
| Q2 25 | 77.3% | 11.1% | ||
| Q1 25 | 76.8% | — | ||
| Q4 24 | 76.4% | 12.0% | ||
| Q3 24 | 75.6% | 11.6% | ||
| Q2 24 | 75.6% | 11.5% | ||
| Q1 24 | 75.0% | 11.1% |
营业利润率IOTSAIC
| Q4 25 | -0.4% | 6.9% | ||
| Q3 25 | -6.8% | — | ||
| Q2 25 | -9.1% | 6.4% | ||
| Q1 25 | -5.3% | — | ||
| Q4 24 | -14.7% | 8.1% | ||
| Q3 24 | -19.4% | 7.4% | ||
| Q2 24 | -23.5% | 7.1% | ||
| Q1 24 | -44.5% | 4.5% |
净利率IOTSAIC
| Q4 25 | 1.9% | 4.2% | ||
| Q3 25 | -4.3% | — | ||
| Q2 25 | -6.0% | 3.6% | ||
| Q1 25 | -3.2% | — | ||
| Q4 24 | -11.7% | 5.4% | ||
| Q3 24 | -16.5% | 4.5% | ||
| Q2 24 | -20.1% | 4.2% | ||
| Q1 24 | -41.0% | 2.2% |
每股收益（稀释后）IOTSAIC
| Q4 25 | $0.01 | $1.69 | ||
| Q3 25 | $-0.03 | — | ||
| Q2 25 | $-0.04 | $1.42 | ||
| Q1 25 | $-0.02 | — | ||
| Q4 24 | $-0.07 | $2.13 | ||
| Q3 24 | $-0.09 | $1.58 | ||
| Q2 24 | $-0.10 | $1.48 | ||
| Q1 24 | $-0.22 | $0.77 |
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 | $45.0M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $1.3B | $1.5B |
| 总资产 | $2.3B | $5.4B |
| 负债/权益比越低杠杆越低 | — | 1.64× |
8季度趋势，按日历期对齐
现金及短期投资IOTSAIC
| Q4 25 | $275.1M | $45.0M | ||
| Q3 25 | $258.5M | — | ||
| Q2 25 | $259.0M | $47.0M | ||
| Q1 25 | $227.6M | — | ||
| Q4 24 | $160.3M | $46.0M | ||
| Q3 24 | $159.3M | $48.0M | ||
| Q2 24 | $162.5M | $49.0M | ||
| Q1 24 | $135.5M | $94.0M |
总债务IOTSAIC
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.1B |
股东权益IOTSAIC
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $999.1M | $1.6B | ||
| Q3 24 | $964.7M | $1.6B | ||
| Q2 24 | $923.9M | $1.8B | ||
| Q1 24 | $915.1M | $1.8B |
总资产IOTSAIC
| Q4 25 | $2.3B | $5.4B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.1B | $5.2B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | $5.3B | ||
| Q3 24 | $1.8B | $5.3B | ||
| Q2 24 | $1.7B | $5.3B | ||
| Q1 24 | $1.7B | $5.3B |
负债/权益比IOTSAIC
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.33× | ||
| Q2 24 | — | 1.18× | ||
| Q1 24 | — | 1.18× |
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 | $129.0M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $120.0M |
| 自由现金流率自由现金流/营收 | 13.4% | 6.4% |
| 资本支出强度资本支出/营收 | 1.9% | 0.5% |
| 现金转化率经营现金流/净利润 | 8.20× | 1.65× |
| 过去12个月自由现金流最近4个季度 | $194.2M | $478.0M |
8季度趋势，按日历期对齐
经营现金流IOTSAIC
| Q4 25 | $63.7M | $129.0M | ||
| Q3 25 | $50.2M | — | ||
| Q2 25 | $52.6M | $100.0M | ||
| Q1 25 | $53.9M | — | ||
| Q4 24 | $36.0M | $143.0M | ||
| Q3 24 | $18.1M | $138.0M | ||
| Q2 24 | $23.7M | $98.0M | ||
| Q1 24 | $-41.9M | $63.0M |
自由现金流IOTSAIC
| Q4 25 | $55.8M | $120.0M | ||
| Q3 25 | $44.2M | — | ||
| Q2 25 | $45.7M | $92.0M | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $31.2M | $134.0M | ||
| Q3 24 | $13.1M | $132.0M | ||
| Q2 24 | $18.6M | $92.0M | ||
| Q1 24 | $-44.0M | $52.0M |
自由现金流率IOTSAIC
| Q4 25 | 13.4% | 6.4% | ||
| Q3 25 | 11.3% | — | ||
| Q2 25 | 12.5% | 4.9% | ||
| Q1 25 | 14.0% | — | ||
| Q4 24 | 9.7% | 6.8% | ||
| Q3 24 | 4.4% | 7.3% | ||
| Q2 24 | 6.6% | 5.0% | ||
| Q1 24 | -15.9% | 3.0% |
资本支出强度IOTSAIC
| Q4 25 | 1.9% | 0.5% | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.9% | 0.4% | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.5% | 0.5% | ||
| Q3 24 | 1.7% | 0.3% | ||
| Q2 24 | 1.8% | 0.3% | ||
| Q1 24 | 0.8% | 0.6% |
现金转化率IOTSAIC
| Q4 25 | 8.20× | 1.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.47× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.35× | ||
| Q3 24 | — | 1.70× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | 1.62× |
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
SAIC
| Prime Contractor | $1.3B | 71% |
| Civilian | $427.0M | 23% |
| Subcontractor | $116.0M | 6% |
| Commercial State And Local Agencies | $7.0M | 0% |
