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PETMED EXPRESS INC（PETS）与Planet Labs PBC（PL）财务数据对比。点击上方公司名可切换其他公司
Planet Labs PBC的季度营收约是PETMED EXPRESS INC的2.0倍（$81.3M vs $40.7M），PETMED EXPRESS INC净利率更高（-26.0% vs -72.8%，领先46.9%），Planet Labs PBC同比增速更快（32.6% vs -23.3%），Planet Labs PBC自由现金流更多（$1.9M vs $-9.2M），过去两年Planet Labs PBC的营收复合增速更高（17.5% vs -20.9%）
PetMed Express，也叫PetMeds，是总部位于美国的线上宠物药房。该企业公开上市，主营宠物处方及非处方药物销售业务，是北美知名的宠物医药线上零售平台。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
PETS vs PL — 直观对比
营收规模更大
PL
是对方的2.0倍
$40.7M
营收增速更快
PL
高出55.9%
-23.3%
净利率更高
PETS
高出46.9%
-72.8%
自由现金流更多
PL
多$11.1M
$-9.2M
两年增速更快
PL
近两年复合增速
-20.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $40.7M | $81.3M |
| 净利润 | $-10.6M | $-59.2M |
| 毛利率 | 23.3% | 57.3% |
| 营业利润率 | -25.7% | -22.6% |
| 净利率 | -26.0% | -72.8% |
| 营收同比 | -23.3% | 32.6% |
| 净利润同比 | -1392.6% | -194.7% |
| 每股收益（稀释后） | $-0.50 | $-0.19 |
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PETSPL
| Q4 25 | $40.7M | $81.3M | ||
| Q3 25 | $44.4M | $73.4M | ||
| Q2 25 | $51.2M | $66.3M | ||
| Q1 25 | $50.8M | $61.6M | ||
| Q4 24 | $52.0M | $61.3M | ||
| Q3 24 | $58.0M | $61.1M | ||
| Q2 24 | $66.2M | $60.4M | ||
| Q1 24 | $65.1M | $58.9M |
净利润PETSPL
| Q4 25 | $-10.6M | $-59.2M | ||
| Q3 25 | $-8.5M | $-22.6M | ||
| Q2 25 | $-34.2M | $-12.6M | ||
| Q1 25 | $-11.6M | $-35.2M | ||
| Q4 24 | $-707.0K | $-20.1M | ||
| Q3 24 | $2.3M | $-38.7M | ||
| Q2 24 | $3.8M | $-29.3M | ||
| Q1 24 | $-5.0M | $-30.1M |
毛利率PETSPL
| Q4 25 | 23.3% | 57.3% | ||
| Q3 25 | 28.0% | 57.6% | ||
| Q2 25 | 28.1% | 55.2% | ||
| Q1 25 | 29.9% | 62.1% | ||
| Q4 24 | 31.0% | 61.2% | ||
| Q3 24 | 32.3% | 52.9% | ||
| Q2 24 | 28.8% | 52.4% | ||
| Q1 24 | 29.3% | 55.2% |
营业利润率PETSPL
| Q4 25 | -25.7% | -22.6% | ||
| Q3 25 | -18.9% | -24.5% | ||
| Q2 25 | -66.7% | -34.4% | ||
| Q1 25 | -11.9% | -31.5% | ||
| Q4 24 | -0.9% | -36.9% | ||
| Q3 24 | 1.0% | -64.8% | ||
| Q2 24 | 6.6% | -57.2% | ||
| Q1 24 | -5.9% | -57.6% |
净利率PETSPL
| Q4 25 | -26.0% | -72.8% | ||
| Q3 25 | -19.2% | -30.8% | ||
| Q2 25 | -66.7% | -19.1% | ||
| Q1 25 | -22.9% | -57.1% | ||
| Q4 24 | -1.4% | -32.8% | ||
| Q3 24 | 4.0% | -63.3% | ||
| Q2 24 | 5.7% | -48.5% | ||
| Q1 24 | -7.7% | -51.1% |
每股收益（稀释后）PETSPL
| Q4 25 | $-0.50 | $-0.19 | ||
| Q3 25 | $-0.41 | $-0.07 | ||
| Q2 25 | $-1.65 | $-0.04 | ||
| Q1 25 | $-0.56 | $-0.12 | ||
| Q4 24 | $-0.03 | $-0.07 | ||
| Q3 24 | $0.11 | $-0.13 | ||
| Q2 24 | $0.18 | $-0.10 | ||
| Q1 24 | $-0.24 | $-0.10 |
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 | $26.9M | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $32.8M | $349.6M |
| 总资产 | $88.0M | $1.1B |
| 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PETSPL
| Q4 25 | $26.9M | $443.3M | ||
| Q3 25 | $36.1M | $181.1M | ||
| Q2 25 | $41.1M | $133.5M | ||
| Q1 25 | $54.7M | $118.0M | ||
| Q4 24 | $50.1M | $139.0M | ||
| Q3 24 | $52.0M | $148.3M | ||
| Q2 24 | $46.0M | $107.4M | ||
| Q1 24 | $55.3M | $83.9M |
股东权益PETSPL
| Q4 25 | $32.8M | $349.6M | ||
| Q3 25 | $43.1M | $435.7M | ||
| Q2 25 | $51.5M | $444.8M | ||
| Q1 25 | $85.1M | $441.3M | ||
| Q4 24 | $96.2M | $464.6M | ||
| Q3 24 | $96.4M | $473.2M | ||
| Q2 24 | $93.5M | $500.3M | ||
| Q1 24 | $96.7M | $518.0M |
总资产PETSPL
| Q4 25 | $88.0M | $1.1B | ||
| Q3 25 | $100.3M | $696.4M | ||
| Q2 25 | $109.8M | $658.4M | ||
| Q1 25 | $148.7M | $633.8M | ||
| Q4 24 | $144.8M | $630.8M | ||
| Q3 24 | $146.0M | $658.4M | ||
| Q2 24 | $152.7M | $674.6M | ||
| Q1 24 | $169.9M | $702.0M |
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 | $-9.2M | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $-9.2M | $1.9M |
| 自由现金流率自由现金流/营收 | -22.7% | 2.3% |
| 资本支出强度资本支出/营收 | 0.1% | 32.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-23.0M | $40.7M |
8季度趋势，按日历期对齐
经营现金流PETSPL
| Q4 25 | $-9.2M | $28.6M | ||
| Q3 25 | $-2.2M | $67.8M | ||
| Q2 25 | $-12.3M | $17.3M | ||
| Q1 25 | $7.0M | $-6.3M | ||
| Q4 24 | $-1.2M | $4.1M | ||
| Q3 24 | $7.4M | $-7.9M | ||
| Q2 24 | $-8.5M | $-4.3M | ||
| Q1 24 | $7.1M | $-6.8M |
自由现金流PETSPL
| Q4 25 | $-9.2M | $1.9M | ||
| Q3 25 | $-4.8M | $47.5M | ||
| Q2 25 | $-13.6M | $9.2M | ||
| Q1 25 | $4.6M | $-17.9M | ||
| Q4 24 | $-1.9M | $-3.6M | ||
| Q3 24 | $6.1M | $-23.0M | ||
| Q2 24 | $-9.2M | $-14.2M | ||
| Q1 24 | $5.9M | $-15.7M |
自由现金流率PETSPL
| Q4 25 | -22.7% | 2.3% | ||
| Q3 25 | -10.8% | 64.7% | ||
| Q2 25 | -26.5% | 13.9% | ||
| Q1 25 | 9.1% | -29.1% | ||
| Q4 24 | -3.7% | -5.8% | ||
| Q3 24 | 10.6% | -37.6% | ||
| Q2 24 | -13.9% | -23.6% | ||
| Q1 24 | 9.0% | -26.7% |
资本支出强度PETSPL
| Q4 25 | 0.1% | 32.9% | ||
| Q3 25 | 5.9% | 27.6% | ||
| Q2 25 | 2.5% | 12.3% | ||
| Q1 25 | 4.7% | 18.9% | ||
| Q4 24 | 1.5% | 12.5% | ||
| Q3 24 | 2.2% | 24.8% | ||
| Q2 24 | 1.0% | 16.4% | ||
| Q1 24 | 1.9% | 15.1% |
现金转化率PETSPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.18× | — | ||
| Q2 24 | -2.27× | — | ||
| Q1 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
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
