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罗技（LOGI）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是帕兰提尔科技的1.0倍（$1.4B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 17.7%，领先25.6%），帕兰提尔科技同比增速更快（70.0% vs 6.1%），帕兰提尔科技自由现金流更多（$764.0M vs $465.6M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 18.5%）
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
LOGI vs PLTR — 直观对比
营收规模更大
LOGI
是对方的1.0倍
$1.4B
营收增速更快
PLTR
高出63.9%
6.1%
净利率更高
PLTR
高出25.6%
17.7%
自由现金流更多
PLTR
多$298.4M
$465.6M
两年增速更快
PLTR
近两年复合增速
18.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $251.0M | $608.7M |
| 毛利率 | 43.2% | 84.6% |
| 营业利润率 | 20.1% | 40.9% |
| 净利率 | 17.7% | 43.3% |
| 营收同比 | 6.1% | 70.0% |
| 净利润同比 | 25.4% | 670.4% |
| 每股收益（稀释后） | $1.69 | $0.24 |
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LOGIPLTR
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.0B | $883.9M | ||
| Q4 24 | $1.3B | $827.5M | ||
| Q3 24 | $1.1B | $725.5M | ||
| Q2 24 | $1.1B | $678.1M | ||
| Q1 24 | $1.0B | $634.3M |
净利润LOGIPLTR
| Q4 25 | $251.0M | $608.7M | ||
| Q3 25 | $170.7M | $475.6M | ||
| Q2 25 | $146.0M | $326.7M | ||
| Q1 25 | $144.1M | $214.0M | ||
| Q4 24 | $200.1M | $79.0M | ||
| Q3 24 | $145.5M | $143.5M | ||
| Q2 24 | $141.8M | $134.1M | ||
| Q1 24 | $167.6M | $105.5M |
毛利率LOGIPLTR
| Q4 25 | 43.2% | 84.6% | ||
| Q3 25 | 43.4% | 82.4% | ||
| Q2 25 | 41.7% | 80.8% | ||
| Q1 25 | 43.1% | 80.4% | ||
| Q4 24 | 42.9% | 78.9% | ||
| Q3 24 | 43.6% | 79.8% | ||
| Q2 24 | 42.8% | 81.0% | ||
| Q1 24 | 43.2% | 81.7% |
营业利润率LOGIPLTR
| Q4 25 | 20.1% | 40.9% | ||
| Q3 25 | 16.1% | 33.3% | ||
| Q2 25 | 14.1% | 26.8% | ||
| Q1 25 | 10.5% | 19.9% | ||
| Q4 24 | 17.5% | 1.3% | ||
| Q3 24 | 14.4% | 15.6% | ||
| Q2 24 | 14.1% | 15.5% | ||
| Q1 24 | 12.9% | 12.8% |
净利率LOGIPLTR
| Q4 25 | 17.7% | 43.3% | ||
| Q3 25 | 14.4% | 40.3% | ||
| Q2 25 | 12.7% | 32.6% | ||
| Q1 25 | 14.3% | 24.2% | ||
| Q4 24 | 14.9% | 9.5% | ||
| Q3 24 | 13.0% | 19.8% | ||
| Q2 24 | 13.0% | 19.8% | ||
| Q1 24 | 16.6% | 16.6% |
每股收益（稀释后）LOGIPLTR
| Q4 25 | $1.69 | $0.24 | ||
| Q3 25 | $1.15 | $0.18 | ||
| Q2 25 | $0.98 | $0.13 | ||
| Q1 25 | $0.94 | $0.08 | ||
| Q4 24 | $1.32 | $0.03 | ||
| Q3 24 | $0.95 | $0.06 | ||
| Q2 24 | $0.92 | $0.06 | ||
| Q1 24 | $1.07 | $0.04 |
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 | $1.8B | $7.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $7.4B |
| 总资产 | $4.1B | $8.9B |
| 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LOGIPLTR
| Q4 25 | $1.8B | $7.2B | ||
| Q3 25 | $1.4B | $6.4B | ||
| Q2 25 | $1.5B | $6.0B | ||
| Q1 25 | $1.5B | $5.4B | ||
| Q4 24 | $1.5B | $5.2B | ||
| Q3 24 | $1.4B | $4.6B | ||
| Q2 24 | $1.5B | $4.0B | ||
| Q1 24 | $1.5B | $3.9B |
股东权益LOGIPLTR
| Q4 25 | $2.3B | $7.4B | ||
| Q3 25 | $2.1B | $6.6B | ||
| Q2 25 | $2.2B | $5.9B | ||
| Q1 25 | $2.1B | $5.4B | ||
| Q4 24 | $2.1B | $5.0B | ||
| Q3 24 | $2.1B | $4.5B | ||
| Q2 24 | $2.2B | $4.1B | ||
| Q1 24 | $2.2B | $3.8B |
总资产LOGIPLTR
| Q4 25 | $4.1B | $8.9B | ||
| Q3 25 | $3.7B | $8.1B | ||
| Q2 25 | $3.7B | $7.4B | ||
| Q1 25 | $3.5B | $6.7B | ||
| Q4 24 | $3.7B | $6.3B | ||
| Q3 24 | $3.6B | $5.8B | ||
| Q2 24 | $3.7B | $5.2B | ||
| Q1 24 | $3.6B | $4.8B |
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 | $480.5M | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $764.0M |
| 自由现金流率自由现金流/营收 | 32.8% | 54.3% |
| 资本支出强度资本支出/营收 | 1.0% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.91× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $903.6M | $2.1B |
8季度趋势，按日历期对齐
经营现金流LOGIPLTR
| Q4 25 | $480.5M | $777.3M | ||
| Q3 25 | $228.8M | $507.7M | ||
| Q2 25 | $125.0M | $539.3M | ||
| Q1 25 | $129.7M | $310.3M | ||
| Q4 24 | $370.9M | $460.3M | ||
| Q3 24 | $166.0M | $419.8M | ||
| Q2 24 | $176.0M | $144.2M | ||
| Q1 24 | $239.1M | $129.6M |
自由现金流LOGIPLTR
| Q4 25 | $465.6M | $764.0M | ||
| Q3 25 | $212.3M | $500.9M | ||
| Q2 25 | $108.8M | $531.6M | ||
| Q1 25 | $116.9M | $304.1M | ||
| Q4 24 | $356.6M | $457.2M | ||
| Q3 24 | $151.5M | $415.8M | ||
| Q2 24 | $161.4M | $141.3M | ||
| Q1 24 | $228.8M | $126.9M |
自由现金流率LOGIPLTR
| Q4 25 | 32.8% | 54.3% | ||
| Q3 25 | 17.9% | 42.4% | ||
| Q2 25 | 9.5% | 53.0% | ||
| Q1 25 | 11.6% | 34.4% | ||
| Q4 24 | 26.6% | 55.3% | ||
| Q3 24 | 13.6% | 57.3% | ||
| Q2 24 | 14.8% | 20.8% | ||
| Q1 24 | 22.6% | 20.0% |
资本支出强度LOGIPLTR
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 1.4% | 0.6% | ||
| Q2 25 | 1.4% | 0.8% | ||
| Q1 25 | 1.3% | 0.7% | ||
| Q4 24 | 1.1% | 0.4% | ||
| Q3 24 | 1.3% | 0.5% | ||
| Q2 24 | 1.3% | 0.4% | ||
| Q1 24 | 1.0% | 0.4% |
现金转化率LOGIPLTR
| Q4 25 | 1.91× | 1.28× | ||
| Q3 25 | 1.34× | 1.07× | ||
| Q2 25 | 0.86× | 1.65× | ||
| Q1 25 | 0.90× | 1.45× | ||
| Q4 24 | 1.85× | 5.83× | ||
| Q3 24 | 1.14× | 2.92× | ||
| Q2 24 | 1.24× | 1.08× | ||
| Q1 24 | 1.43× | 1.23× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
