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北极星（PII）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
北极星的季度营收约是帕兰提尔科技的1.0倍（$1.7B vs $1.6B），帕兰提尔科技净利率更高（53.3% vs -2.8%，领先56.2%），帕兰提尔科技同比增速更快（84.7% vs 8.0%），过去两年帕兰提尔科技的营收复合增速更高（55.2% vs -8.0%）
北极星公司（Polaris Inc.）是总部位于美国明尼苏达州麦地那的机动车制造企业，创立于明尼苏达州罗索，当地目前仍保留其工程研发与生产设施。公司曾通过胜利摩托子公司生产摩托车，2011年收购印第安摩托品牌后转由该子公司运营摩托业务，此前还曾生产私人水上摩托艇产品。
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。
PII vs PLTR — 直观对比
营收规模更大
PII
是对方的1.0倍
$1.6B
营收增速更快
PLTR
高出76.7%
8.0%
净利率更高
PLTR
高出56.2%
-2.8%
两年增速更快
PLTR
近两年复合增速
-8.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.6B |
| 净利润 | $-47.2M | $870.5M |
| 毛利率 | 20.2% | 86.8% |
| 营业利润率 | 76.5% | 46.2% |
| 净利率 | -2.8% | 53.3% |
| 营收同比 | 8.0% | 84.7% |
| 净利润同比 | 29.0% | 306.7% |
| 每股收益（稀释后） | $-0.83 | $0.34 |
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PIIPLTR
| Q1 26 | $1.7B | $1.6B | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.9B | $1.0B | ||
| Q1 25 | $1.5B | $883.9M | ||
| Q4 24 | $1.8B | $827.5M | ||
| Q3 24 | $1.7B | $725.5M | ||
| Q2 24 | $2.0B | $678.1M |
净利润PIIPLTR
| Q1 26 | $-47.2M | $870.5M | ||
| Q4 25 | $-303.6M | $608.7M | ||
| Q3 25 | $-15.8M | $475.6M | ||
| Q2 25 | $-79.3M | $326.7M | ||
| Q1 25 | $-66.8M | $214.0M | ||
| Q4 24 | $10.6M | $79.0M | ||
| Q3 24 | $27.7M | $143.5M | ||
| Q2 24 | $68.7M | $134.1M |
毛利率PIIPLTR
| Q1 26 | 20.2% | 86.8% | ||
| Q4 25 | 20.0% | 84.6% | ||
| Q3 25 | 20.7% | 82.4% | ||
| Q2 25 | 19.4% | 80.8% | ||
| Q1 25 | 16.0% | 80.4% | ||
| Q4 24 | 20.4% | 78.9% | ||
| Q3 24 | 20.6% | 79.8% | ||
| Q2 24 | 21.6% | 81.0% |
营业利润率PIIPLTR
| Q1 26 | 76.5% | 46.2% | ||
| Q4 25 | -16.7% | 40.9% | ||
| Q3 25 | 1.1% | 33.3% | ||
| Q2 25 | -0.7% | 26.8% | ||
| Q1 25 | -2.4% | 19.9% | ||
| Q4 24 | 3.7% | 1.3% | ||
| Q3 24 | 3.8% | 15.6% | ||
| Q2 24 | 6.1% | 15.5% |
净利率PIIPLTR
| Q1 26 | -2.8% | 53.3% | ||
| Q4 25 | -15.8% | 43.3% | ||
| Q3 25 | -0.9% | 40.3% | ||
| Q2 25 | -4.3% | 32.6% | ||
| Q1 25 | -4.3% | 24.2% | ||
| Q4 24 | 0.6% | 9.5% | ||
| Q3 24 | 1.6% | 19.8% | ||
| Q2 24 | 3.5% | 19.8% |
每股收益（稀释后）PIIPLTR
| Q1 26 | $-0.83 | $0.34 | ||
| Q4 25 | $-5.34 | $0.24 | ||
| Q3 25 | $-0.28 | $0.18 | ||
| Q2 25 | $-1.39 | $0.13 | ||
| Q1 25 | $-1.17 | $0.08 | ||
| Q4 24 | $0.18 | $0.03 | ||
| Q3 24 | $0.49 | $0.06 | ||
| Q2 24 | $1.21 | $0.06 |
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 | $282.0M | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $750.4M | $8.6B |
| 总资产 | $5.2B | $10.2B |
| 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PIIPLTR
| Q1 26 | $282.0M | $2.3B | ||
| Q4 25 | $138.0M | $7.2B | ||
| Q3 25 | $335.5M | $6.4B | ||
| Q2 25 | $324.3M | $6.0B | ||
| Q1 25 | $291.7M | $5.4B | ||
| Q4 24 | $287.8M | $5.2B | ||
| Q3 24 | $291.3M | $4.6B | ||
| Q2 24 | $322.7M | $4.0B |
总债务PIIPLTR
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $2.1B | — |
股东权益PIIPLTR
| Q1 26 | $750.4M | $8.6B | ||
| Q4 25 | $828.4M | $7.4B | ||
| Q3 25 | $1.1B | $6.6B | ||
| Q2 25 | $1.2B | $5.9B | ||
| Q1 25 | $1.2B | $5.4B | ||
| Q4 24 | $1.3B | $5.0B | ||
| Q3 24 | $1.3B | $4.5B | ||
| Q2 24 | $1.3B | $4.1B |
总资产PIIPLTR
| Q1 26 | $5.2B | $10.2B | ||
| Q4 25 | $4.9B | $8.9B | ||
| Q3 25 | $5.3B | $8.1B | ||
| Q2 25 | $5.4B | $7.4B | ||
| Q1 25 | $5.5B | $6.7B | ||
| Q4 24 | $5.5B | $6.3B | ||
| Q3 24 | $5.6B | $5.8B | ||
| Q2 24 | $5.7B | $5.2B |
负债/权益比PIIPLTR
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | — | ||
| Q3 25 | 1.13× | — | ||
| Q2 25 | 1.17× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.27× | — | ||
| Q3 24 | 1.29× | — | ||
| Q2 24 | 1.56× | — |
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 | — | $899.2M |
| 自由现金流经营现金流 - 资本支出 | $-342.5M | — |
| 自由现金流率自由现金流/营收 | -20.6% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.03× |
| 过去12个月自由现金流最近4个季度 | $168.0M | — |
8季度趋势，按日历期对齐
经营现金流PIIPLTR
| Q1 26 | — | $899.2M | ||
| Q4 25 | $178.7M | $777.3M | ||
| Q3 25 | $158.8M | $507.7M | ||
| Q2 25 | $320.3M | $539.3M | ||
| Q1 25 | $83.2M | $310.3M | ||
| Q4 24 | $206.3M | $460.3M | ||
| Q3 24 | $21.0M | $419.8M | ||
| Q2 24 | $146.3M | $144.2M |
自由现金流PIIPLTR
| Q1 26 | $-342.5M | — | ||
| Q4 25 | $114.0M | $764.0M | ||
| Q3 25 | $116.7M | $500.9M | ||
| Q2 25 | $279.8M | $531.6M | ||
| Q1 25 | $47.6M | $304.1M | ||
| Q4 24 | $137.3M | $457.2M | ||
| Q3 24 | $-32.4M | $415.8M | ||
| Q2 24 | $79.1M | $141.3M |
自由现金流率PIIPLTR
| Q1 26 | -20.6% | — | ||
| Q4 25 | 5.9% | 54.3% | ||
| Q3 25 | 6.3% | 42.4% | ||
| Q2 25 | 15.1% | 53.0% | ||
| Q1 25 | 3.1% | 34.4% | ||
| Q4 24 | 7.8% | 55.3% | ||
| Q3 24 | -1.9% | 57.3% | ||
| Q2 24 | 4.0% | 20.8% |
资本支出强度PIIPLTR
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 0.9% | ||
| Q3 25 | 2.3% | 0.6% | ||
| Q2 25 | 2.2% | 0.8% | ||
| Q1 25 | 2.3% | 0.7% | ||
| Q4 24 | 3.9% | 0.4% | ||
| Q3 24 | 3.1% | 0.5% | ||
| Q2 24 | 3.4% | 0.4% |
现金转化率PIIPLTR
| Q1 26 | — | 1.03× | ||
| Q4 25 | — | 1.28× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | — | 1.45× | ||
| Q4 24 | 19.46× | 5.83× | ||
| Q3 24 | 0.76× | 2.92× | ||
| Q2 24 | 2.13× | 1.08× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
