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Planet Labs PBC（PL）与FreightCar America, Inc.（RAIL）财务数据对比。点击上方公司名可切换其他公司
FreightCar America, Inc.的季度营收约是Planet Labs PBC的1.5倍（$125.5M vs $81.3M），FreightCar America, Inc.净利率更高（-13.2% vs -72.8%，领先59.6%），Planet Labs PBC同比增速更快（32.6% vs -8.8%），FreightCar America, Inc.自由现金流更多（$8.8M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% vs -11.7%）
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。
货运车美国公司是铁路行业货运车厢制造商，全球约有2000名雇员，核心生产基地设在墨西哥卡斯塔诺斯，厂区面积达70万平方英尺。此外，公司总部设于芝加哥，在宾夕法尼亚州约翰斯顿设有工程与零部件厂区，主要为铁路领域提供专业货运车厢产品。
PL vs RAIL — 直观对比
营收规模更大
RAIL
是对方的1.5倍
$81.3M
营收增速更快
PL
高出41.5%
-8.8%
净利率更高
RAIL
高出59.6%
-72.8%
自由现金流更多
RAIL
多$6.9M
$1.9M
两年增速更快
PL
近两年复合增速
-11.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $81.3M | $125.5M |
| 净利润 | $-59.2M | $-16.6M |
| 毛利率 | 57.3% | 13.4% |
| 营业利润率 | -22.6% | 6.2% |
| 净利率 | -72.8% | -13.2% |
| 营收同比 | 32.6% | -8.8% |
| 净利润同比 | -194.7% | -147.9% |
| 每股收益（稀释后） | $-0.19 | $-0.54 |
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PLRAIL
| Q4 25 | $81.3M | $125.5M | ||
| Q3 25 | $73.4M | $160.4M | ||
| Q2 25 | $66.3M | $118.5M | ||
| Q1 25 | $61.6M | $96.2M | ||
| Q4 24 | $61.3M | $137.6M | ||
| Q3 24 | $61.1M | $113.2M | ||
| Q2 24 | $60.4M | $146.0M | ||
| Q1 24 | $58.9M | $160.9M |
净利润PLRAIL
| Q4 25 | $-59.2M | $-16.6M | ||
| Q3 25 | $-22.6M | $-7.4M | ||
| Q2 25 | $-12.6M | $11.7M | ||
| Q1 25 | $-35.2M | $50.4M | ||
| Q4 24 | $-20.1M | $34.6M | ||
| Q3 24 | $-38.7M | $-107.0M | ||
| Q2 24 | $-29.3M | $8.2M | ||
| Q1 24 | $-30.1M | $-11.6M |
毛利率PLRAIL
| Q4 25 | 57.3% | 13.4% | ||
| Q3 25 | 57.6% | 15.1% | ||
| Q2 25 | 55.2% | 15.0% | ||
| Q1 25 | 62.1% | 15.0% | ||
| Q4 24 | 61.2% | 15.3% | ||
| Q3 24 | 52.9% | 14.3% | ||
| Q2 24 | 52.4% | 12.6% | ||
| Q1 24 | 55.2% | 7.1% |
营业利润率PLRAIL
| Q4 25 | -22.6% | 6.2% | ||
| Q3 25 | -24.5% | 9.1% | ||
| Q2 25 | -34.4% | 6.5% | ||
| Q1 25 | -31.5% | 4.0% | ||
| Q4 24 | -36.9% | 8.5% | ||
| Q3 24 | -64.8% | 7.6% | ||
| Q2 24 | -57.2% | 9.0% | ||
| Q1 24 | -57.6% | 2.4% |
净利率PLRAIL
| Q4 25 | -72.8% | -13.2% | ||
| Q3 25 | -30.8% | -4.6% | ||
| Q2 25 | -19.1% | 9.9% | ||
| Q1 25 | -57.1% | 52.4% | ||
| Q4 24 | -32.8% | 25.2% | ||
| Q3 24 | -63.3% | -94.6% | ||
| Q2 24 | -48.5% | 5.6% | ||
| Q1 24 | -51.1% | -7.2% |
每股收益（稀释后）PLRAIL
| Q4 25 | $-0.19 | $-0.54 | ||
| Q3 25 | $-0.07 | $-0.23 | ||
| Q2 25 | $-0.04 | $0.34 | ||
| Q1 25 | $-0.12 | $1.52 | ||
| Q4 24 | $-0.07 | $0.88 | ||
| Q3 24 | $-0.13 | $-3.57 | ||
| Q2 24 | $-0.10 | $0.11 | ||
| Q1 24 | $-0.10 | $-0.54 |
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 | — |
| 总债务越低越好 | — | $107.2M |
| 股东权益账面价值 | $349.6M | $-107.4M |
| 总资产 | $1.1B | $290.0M |
| 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PLRAIL
| Q4 25 | $443.3M | — | ||
| Q3 25 | $181.1M | — | ||
| Q2 25 | $133.5M | — | ||
| Q1 25 | $118.0M | — | ||
| Q4 24 | $139.0M | — | ||
| Q3 24 | $148.3M | — | ||
| Q2 24 | $107.4M | — | ||
| Q1 24 | $83.9M | — |
总债务PLRAIL
| Q4 25 | — | $107.2M | ||
| Q3 25 | — | $107.6M | ||
| Q2 25 | — | $107.9M | ||
| Q1 25 | — | $108.2M | ||
| Q4 24 | — | $108.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益PLRAIL
| Q4 25 | $349.6M | $-107.4M | ||
| Q3 25 | $435.7M | $-90.9M | ||
| Q2 25 | $444.8M | $-83.5M | ||
| Q1 25 | $441.3M | $-97.4M | ||
| Q4 24 | $464.6M | $-150.3M | ||
| Q3 24 | $473.2M | $-156.3M | ||
| Q2 24 | $500.3M | $-48.8M | ||
| Q1 24 | $518.0M | $-57.0M |
总资产PLRAIL
| Q4 25 | $1.1B | $290.0M | ||
| Q3 25 | $696.4M | $340.8M | ||
| Q2 25 | $658.4M | $328.1M | ||
| Q1 25 | $633.8M | $250.5M | ||
| Q4 24 | $630.8M | $224.2M | ||
| Q3 24 | $658.4M | $245.9M | ||
| Q2 24 | $674.6M | $207.2M | ||
| Q1 24 | $702.0M | $248.7M |
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 | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $1.9M | $8.8M |
| 自由现金流率自由现金流/营收 | 2.3% | 7.0% |
| 资本支出强度资本支出/营收 | 32.9% | 1.0% |
| 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 | $31.4M |
8季度趋势，按日历期对齐
经营现金流PLRAIL
| Q4 25 | $28.6M | $10.0M | ||
| Q3 25 | $67.8M | $3.4M | ||
| Q2 25 | $17.3M | $8.5M | ||
| Q1 25 | $-6.3M | $12.8M | ||
| Q4 24 | $4.1M | $5.9M | ||
| Q3 24 | $-7.9M | $7.2M | ||
| Q2 24 | $-4.3M | $57.2M | ||
| Q1 24 | $-6.8M | $-25.3M |
自由现金流PLRAIL
| Q4 25 | $1.9M | $8.8M | ||
| Q3 25 | $47.5M | $2.2M | ||
| Q2 25 | $9.2M | $7.9M | ||
| Q1 25 | $-17.9M | $12.5M | ||
| Q4 24 | $-3.6M | $4.6M | ||
| Q3 24 | $-23.0M | $5.7M | ||
| Q2 24 | $-14.2M | $55.9M | ||
| Q1 24 | $-15.7M | $-26.3M |
自由现金流率PLRAIL
| Q4 25 | 2.3% | 7.0% | ||
| Q3 25 | 64.7% | 1.4% | ||
| Q2 25 | 13.9% | 6.7% | ||
| Q1 25 | -29.1% | 13.0% | ||
| Q4 24 | -5.8% | 3.3% | ||
| Q3 24 | -37.6% | 5.0% | ||
| Q2 24 | -23.6% | 38.3% | ||
| Q1 24 | -26.7% | -16.3% |
资本支出强度PLRAIL
| Q4 25 | 32.9% | 1.0% | ||
| Q3 25 | 27.6% | 0.7% | ||
| Q2 25 | 12.3% | 0.5% | ||
| Q1 25 | 18.9% | 0.3% | ||
| Q4 24 | 12.5% | 0.9% | ||
| Q3 24 | 24.8% | 1.3% | ||
| Q2 24 | 16.4% | 0.9% | ||
| Q1 24 | 15.1% | 0.6% |
现金转化率PLRAIL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.17× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 6.99× | ||
| 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
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
RAIL
| Railcar Sales | $118.9M | 95% |
| Aftermarket Sales | $6.6M | 5% |
