vs
Planet Labs PBC（PL）与POWER INTEGRATIONS INC（POWI）财务数据对比。点击上方公司名可切换其他公司
POWER INTEGRATIONS INC的季度营收约是Planet Labs PBC的1.3倍（$103.2M vs $81.3M），POWER INTEGRATIONS INC净利率更高（12.9% vs -72.8%，领先85.7%），Planet Labs PBC同比增速更快（32.6% vs -1.9%），POWER INTEGRATIONS INC自由现金流更多（$19.2M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% vs 6.1%）
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。
Power Integrations Inc.是美国头部电力公用事业企业，业务覆盖美国本土11个州，服务超500万用户，在全美电力供应领域拥有领先的市场地位与成熟的运营体系。
PL vs POWI — 直观对比
营收规模更大
POWI
是对方的1.3倍
$81.3M
营收增速更快
PL
高出34.6%
-1.9%
净利率更高
POWI
高出85.7%
-72.8%
自由现金流更多
POWI
多$17.3M
$1.9M
两年增速更快
PL
近两年复合增速
6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $81.3M | $103.2M |
| 净利润 | $-59.2M | $13.3M |
| 毛利率 | 57.3% | 52.9% |
| 营业利润率 | -22.6% | 8.5% |
| 净利率 | -72.8% | 12.9% |
| 营收同比 | 32.6% | -1.9% |
| 净利润同比 | -194.7% | 45.4% |
| 每股收益（稀释后） | $-0.19 | $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PLPOWI
| Q4 25 | $81.3M | $103.2M | ||
| Q3 25 | $73.4M | $118.9M | ||
| Q2 25 | $66.3M | $115.9M | ||
| Q1 25 | $61.6M | $105.5M | ||
| Q4 24 | $61.3M | $105.3M | ||
| Q3 24 | $61.1M | $115.8M | ||
| Q2 24 | $60.4M | $106.2M | ||
| Q1 24 | $58.9M | $91.7M |
净利润PLPOWI
| Q4 25 | $-59.2M | $13.3M | ||
| Q3 25 | $-22.6M | $-1.4M | ||
| Q2 25 | $-12.6M | $1.4M | ||
| Q1 25 | $-35.2M | $8.8M | ||
| Q4 24 | $-20.1M | $9.1M | ||
| Q3 24 | $-38.7M | $14.3M | ||
| Q2 24 | $-29.3M | $4.8M | ||
| Q1 24 | $-30.1M | $4.0M |
毛利率PLPOWI
| Q4 25 | 57.3% | 52.9% | ||
| Q3 25 | 57.6% | 54.5% | ||
| Q2 25 | 55.2% | 55.2% | ||
| Q1 25 | 62.1% | 55.2% | ||
| Q4 24 | 61.2% | 54.4% | ||
| Q3 24 | 52.9% | 54.5% | ||
| Q2 24 | 52.4% | 53.2% | ||
| Q1 24 | 55.2% | 52.1% |
营业利润率PLPOWI
| Q4 25 | -22.6% | 8.5% | ||
| Q3 25 | -24.5% | -3.3% | ||
| Q2 25 | -34.4% | -1.2% | ||
| Q1 25 | -31.5% | 6.4% | ||
| Q4 24 | -36.9% | 3.7% | ||
| Q3 24 | -64.8% | 10.0% | ||
| Q2 24 | -57.2% | 1.8% | ||
| Q1 24 | -57.6% | 0.5% |
净利率PLPOWI
| Q4 25 | -72.8% | 12.9% | ||
| Q3 25 | -30.8% | -1.1% | ||
| Q2 25 | -19.1% | 1.2% | ||
| Q1 25 | -57.1% | 8.3% | ||
| Q4 24 | -32.8% | 8.7% | ||
| Q3 24 | -63.3% | 12.3% | ||
| Q2 24 | -48.5% | 4.6% | ||
| Q1 24 | -51.1% | 4.3% |
每股收益（稀释后）PLPOWI
| Q4 25 | $-0.19 | $0.24 | ||
| Q3 25 | $-0.07 | $-0.02 | ||
| Q2 25 | $-0.04 | $0.02 | ||
| Q1 25 | $-0.12 | $0.15 | ||
| Q4 24 | $-0.07 | $0.15 | ||
| Q3 24 | $-0.13 | $0.25 | ||
| Q2 24 | $-0.10 | $0.09 | ||
| Q1 24 | $-0.10 | $0.07 |
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 | $443.3M | $249.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $349.6M | $672.8M |
| 总资产 | $1.1B | $772.2M |
| 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PLPOWI
| Q4 25 | $443.3M | $249.5M | ||
| Q3 25 | $181.1M | $241.9M | ||
| Q2 25 | $133.5M | $268.7M | ||
| Q1 25 | $118.0M | $289.3M | ||
| Q4 24 | $139.0M | $300.0M | ||
| Q3 24 | $148.3M | $303.8M | ||
| Q2 24 | $107.4M | $290.5M | ||
| Q1 24 | $83.9M | $299.6M |
股东权益PLPOWI
| Q4 25 | $349.6M | $672.8M | ||
| Q3 25 | $435.7M | $672.0M | ||
| Q2 25 | $444.8M | $703.8M | ||
| Q1 25 | $441.3M | $735.8M | ||
| Q4 24 | $464.6M | $749.8M | ||
| Q3 24 | $473.2M | $749.2M | ||
| Q2 24 | $500.3M | $730.7M | ||
| Q1 24 | $518.0M | $738.2M |
总资产PLPOWI
| Q4 25 | $1.1B | $772.2M | ||
| Q3 25 | $696.4M | $772.5M | ||
| Q2 25 | $658.4M | $797.5M | ||
| Q1 25 | $633.8M | $814.4M | ||
| Q4 24 | $630.8M | $828.8M | ||
| Q3 24 | $658.4M | $825.0M | ||
| Q2 24 | $674.6M | $804.8M | ||
| Q1 24 | $702.0M | $805.8M |
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 | $28.6M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $1.9M | $19.2M |
| 自由现金流率自由现金流/营收 | 2.3% | 18.6% |
| 资本支出强度资本支出/营收 | 32.9% | 6.8% |
| 现金转化率经营现金流/净利润 | — | 1.97× |
| 过去12个月自由现金流最近4个季度 | $40.7M | $87.1M |
8季度趋势，按日历期对齐
经营现金流PLPOWI
| Q4 25 | $28.6M | $26.2M | ||
| Q3 25 | $67.8M | $29.9M | ||
| Q2 25 | $17.3M | $29.1M | ||
| Q1 25 | $-6.3M | $26.4M | ||
| Q4 24 | $4.1M | $14.7M | ||
| Q3 24 | $-7.9M | $32.9M | ||
| Q2 24 | $-4.3M | $17.6M | ||
| Q1 24 | $-6.8M | $15.9M |
自由现金流PLPOWI
| Q4 25 | $1.9M | $19.2M | ||
| Q3 25 | $47.5M | $24.2M | ||
| Q2 25 | $9.2M | $23.1M | ||
| Q1 25 | $-17.9M | $20.7M | ||
| Q4 24 | $-3.6M | $11.7M | ||
| Q3 24 | $-23.0M | $27.2M | ||
| Q2 24 | $-14.2M | $13.5M | ||
| Q1 24 | $-15.7M | $11.6M |
自由现金流率PLPOWI
| Q4 25 | 2.3% | 18.6% | ||
| Q3 25 | 64.7% | 20.3% | ||
| Q2 25 | 13.9% | 20.0% | ||
| Q1 25 | -29.1% | 19.6% | ||
| Q4 24 | -5.8% | 11.1% | ||
| Q3 24 | -37.6% | 23.5% | ||
| Q2 24 | -23.6% | 12.7% | ||
| Q1 24 | -26.7% | 12.6% |
资本支出强度PLPOWI
| Q4 25 | 32.9% | 6.8% | ||
| Q3 25 | 27.6% | 4.8% | ||
| Q2 25 | 12.3% | 5.1% | ||
| Q1 25 | 18.9% | 5.4% | ||
| Q4 24 | 12.5% | 2.9% | ||
| Q3 24 | 24.8% | 4.9% | ||
| Q2 24 | 16.4% | 3.9% | ||
| Q1 24 | 15.1% | 4.7% |
现金转化率PLPOWI
| Q4 25 | — | 1.97× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 21.24× | ||
| Q1 25 | — | 3.00× | ||
| Q4 24 | — | 1.61× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | — | 3.64× | ||
| Q1 24 | — | 4.02× |
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
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
POWI
| Distributors | $65.8M | 64% |
| Other | $10.3M | 10% |
| KR | $9.3M | 9% |
| DE | $7.1M | 7% |
| TW | $5.5M | 5% |
| Emea Other Than Germany | $5.3M | 5% |
