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Planet Labs PBC（PL）与Porch Group, Inc.（PRCH）财务数据对比。点击上方公司名可切换其他公司
Porch Group, Inc.的季度营收约是Planet Labs PBC的1.5倍（$121.1M vs $81.3M），Porch Group, Inc.净利率更高（-3.9% vs -72.8%，领先69.0%），Porch Group, Inc.同比增速更快（100.0% vs 32.6%），过去两年Porch Group, Inc.的营收复合增速更高（26.4% vs 17.5%）
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。
Porch Group是一家面向屋主的家居改造服务平台，致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务，还涵盖专业建议文章与装修成本指南，帮助屋主便捷规划各类家装工程。
PL vs PRCH — 直观对比
营收规模更大
PRCH
是对方的1.5倍
$81.3M
营收增速更快
PRCH
高出67.4%
32.6%
净利率更高
PRCH
高出69.0%
-72.8%
两年增速更快
PRCH
近两年复合增速
17.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $81.3M | $121.1M |
| 净利润 | $-59.2M | $-4.7M |
| 毛利率 | 57.3% | 52.7% |
| 营业利润率 | -22.6% | 34.7% |
| 净利率 | -72.8% | -3.9% |
| 营收同比 | 32.6% | 100.0% |
| 净利润同比 | -194.7% | 2.0% |
| 每股收益（稀释后） | $-0.19 | $-0.04 |
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PLPRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $81.3M | $112.3M | ||
| Q3 25 | $73.4M | $115.1M | ||
| Q2 25 | $66.3M | $107.0M | ||
| Q1 25 | $61.6M | $84.5M | ||
| Q4 24 | $61.3M | $75.3M | ||
| Q3 24 | $61.1M | $77.7M | ||
| Q2 24 | $60.4M | $75.9M |
净利润PLPRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $-59.2M | $-3.5M | ||
| Q3 25 | $-22.6M | $-10.9M | ||
| Q2 25 | $-12.6M | $2.6M | ||
| Q1 25 | $-35.2M | $8.4M | ||
| Q4 24 | $-20.1M | $30.5M | ||
| Q3 24 | $-38.7M | $14.4M | ||
| Q2 24 | $-29.3M | $-64.3M |
毛利率PLPRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | 57.3% | 99.5% | ||
| Q3 25 | 57.6% | 75.6% | ||
| Q2 25 | 55.2% | 70.9% | ||
| Q1 25 | 62.1% | 77.4% | ||
| Q4 24 | 61.2% | — | ||
| Q3 24 | 52.9% | 79.4% | ||
| Q2 24 | 52.4% | 22.1% |
营业利润率PLPRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | -22.6% | 14.7% | ||
| Q3 25 | -24.5% | 14.2% | ||
| Q2 25 | -34.4% | 4.7% | ||
| Q1 25 | -31.5% | -1.5% | ||
| Q4 24 | -36.9% | 33.3% | ||
| Q3 24 | -64.8% | -3.2% | ||
| Q2 24 | -57.2% | -69.2% |
净利率PLPRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | -72.8% | -3.1% | ||
| Q3 25 | -30.8% | -9.4% | ||
| Q2 25 | -19.1% | 2.4% | ||
| Q1 25 | -57.1% | 9.9% | ||
| Q4 24 | -32.8% | 40.5% | ||
| Q3 24 | -63.3% | 18.5% | ||
| Q2 24 | -48.5% | -84.8% |
每股收益（稀释后）PLPRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $-0.19 | $0.00 | ||
| Q3 25 | $-0.07 | $-0.10 | ||
| Q2 25 | $-0.04 | $0.00 | ||
| Q1 25 | $-0.12 | $0.07 | ||
| Q4 24 | $-0.07 | $0.34 | ||
| Q3 24 | $-0.13 | $0.12 | ||
| Q2 24 | $-0.10 | $-0.65 |
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 | $68.4M |
| 总债务越低越好 | — | $391.3M |
| 股东权益账面价值 | $349.6M | $26.3M |
| 总资产 | $1.1B | $806.6M |
| 负债/权益比越低杠杆越低 | — | 14.87× |
8季度趋势，按日历期对齐
现金及短期投资PLPRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $443.3M | $57.3M | ||
| Q3 25 | $181.1M | $85.0M | ||
| Q2 25 | $133.5M | $79.8M | ||
| Q1 25 | $118.0M | $70.4M | ||
| Q4 24 | $139.0M | $191.7M | ||
| Q3 24 | $148.3M | $238.6M | ||
| Q2 24 | $107.4M | $308.4M |
总债务PLPRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
股东权益PLPRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $349.6M | $-24.6M | ||
| Q3 25 | $435.7M | $-27.9M | ||
| Q2 25 | $444.8M | $-29.3M | ||
| Q1 25 | $441.3M | $-52.4M | ||
| Q4 24 | $464.6M | $-43.2M | ||
| Q3 24 | $473.2M | $-77.0M | ||
| Q2 24 | $500.3M | $-101.9M |
总资产PLPRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $1.1B | $797.4M | ||
| Q3 25 | $696.4M | $787.7M | ||
| Q2 25 | $658.4M | $770.7M | ||
| Q1 25 | $633.8M | $802.3M | ||
| Q4 24 | $630.8M | $814.0M | ||
| Q3 24 | $658.4M | $867.3M | ||
| Q2 24 | $674.6M | $876.1M |
负债/权益比PLPRCH
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $1.9M | — |
| 自由现金流率自由现金流/营收 | 2.3% | — |
| 资本支出强度资本支出/营收 | 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 | $40.7M | — |
8季度趋势，按日历期对齐
经营现金流PLPRCH
| Q1 26 | — | — | ||
| Q4 25 | $28.6M | $1.2M | ||
| Q3 25 | $67.8M | $40.8M | ||
| Q2 25 | $17.3M | $35.6M | ||
| Q1 25 | $-6.3M | $-11.2M | ||
| Q4 24 | $4.1M | $-26.6M | ||
| Q3 24 | $-7.9M | $12.4M | ||
| Q2 24 | $-4.3M | $-26.0M |
自由现金流PLPRCH
| Q1 26 | — | — | ||
| Q4 25 | $1.9M | $1.1M | ||
| Q3 25 | $47.5M | $40.7M | ||
| Q2 25 | $9.2M | $35.4M | ||
| Q1 25 | $-17.9M | $-11.2M | ||
| Q4 24 | $-3.6M | $-26.8M | ||
| Q3 24 | $-23.0M | $12.2M | ||
| Q2 24 | $-14.2M | $-26.0M |
自由现金流率PLPRCH
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 1.0% | ||
| Q3 25 | 64.7% | 35.4% | ||
| Q2 25 | 13.9% | 33.0% | ||
| Q1 25 | -29.1% | -13.3% | ||
| Q4 24 | -5.8% | -35.6% | ||
| Q3 24 | -37.6% | 15.7% | ||
| Q2 24 | -23.6% | -34.3% |
资本支出强度PLPRCH
| Q1 26 | — | — | ||
| Q4 25 | 32.9% | 0.1% | ||
| Q3 25 | 27.6% | 0.1% | ||
| Q2 25 | 12.3% | 0.2% | ||
| Q1 25 | 18.9% | 0.1% | ||
| Q4 24 | 12.5% | 0.3% | ||
| Q3 24 | 24.8% | 0.3% | ||
| Q2 24 | 16.4% | 0.1% |
现金转化率PLPRCH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 13.79× | ||
| Q1 25 | — | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| Q2 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
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
PRCH
暂无分部数据
