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Planet Labs PBC（PL）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是Planet Labs PBC的1.7倍（$137.5M vs $81.3M），STRATTEC SECURITY CORP净利率更高（3.6% vs -72.8%，领先76.4%），Planet Labs PBC同比增速更快（32.6% vs 5.9%），STRATTEC SECURITY CORP自由现金流更多（$11.3M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% vs 7.7%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
PL vs STRT — 直观对比
营收规模更大
STRT
是对方的1.7倍
$81.3M
营收增速更快
PL
高出26.8%
5.9%
净利率更高
STRT
高出76.4%
-72.8%
自由现金流更多
STRT
多$9.4M
$1.9M
两年增速更快
PL
近两年复合增速
7.7%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $81.3M | $137.5M |
| 净利润 | $-59.2M | $4.9M |
| 毛利率 | 57.3% | 16.5% |
| 营业利润率 | -22.6% | 3.5% |
| 净利率 | -72.8% | 3.6% |
| 营收同比 | 32.6% | 5.9% |
| 净利润同比 | -194.7% | 275.1% |
| 每股收益（稀释后） | $-0.19 | $1.20 |
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PLSTRT
| Q4 25 | $81.3M | $137.5M | ||
| Q3 25 | $73.4M | $152.4M | ||
| Q2 25 | $66.3M | $152.0M | ||
| Q1 25 | $61.6M | $144.1M | ||
| Q4 24 | $61.3M | $129.9M | ||
| Q3 24 | $61.1M | $139.1M | ||
| Q2 24 | $60.4M | — | ||
| Q1 24 | $58.9M | $140.8M |
净利润PLSTRT
| Q4 25 | $-59.2M | $4.9M | ||
| Q3 25 | $-22.6M | $8.5M | ||
| Q2 25 | $-12.6M | $8.3M | ||
| Q1 25 | $-35.2M | $5.4M | ||
| Q4 24 | $-20.1M | $1.3M | ||
| Q3 24 | $-38.7M | $3.7M | ||
| Q2 24 | $-29.3M | — | ||
| Q1 24 | $-30.1M | $1.5M |
毛利率PLSTRT
| Q4 25 | 57.3% | 16.5% | ||
| Q3 25 | 57.6% | 17.3% | ||
| Q2 25 | 55.2% | 16.7% | ||
| Q1 25 | 62.1% | 16.0% | ||
| Q4 24 | 61.2% | 13.2% | ||
| Q3 24 | 52.9% | 13.6% | ||
| Q2 24 | 52.4% | — | ||
| Q1 24 | 55.2% | 10.4% |
营业利润率PLSTRT
| Q4 25 | -22.6% | 3.5% | ||
| Q3 25 | -24.5% | 6.9% | ||
| Q2 25 | -34.4% | 5.6% | ||
| Q1 25 | -31.5% | 4.9% | ||
| Q4 24 | -36.9% | 1.6% | ||
| Q3 24 | -64.8% | 3.6% | ||
| Q2 24 | -57.2% | — | ||
| Q1 24 | -57.6% | 1.4% |
净利率PLSTRT
| Q4 25 | -72.8% | 3.6% | ||
| Q3 25 | -30.8% | 5.6% | ||
| Q2 25 | -19.1% | 5.4% | ||
| Q1 25 | -57.1% | 3.7% | ||
| Q4 24 | -32.8% | 1.0% | ||
| Q3 24 | -63.3% | 2.7% | ||
| Q2 24 | -48.5% | — | ||
| Q1 24 | -51.1% | 1.1% |
每股收益（稀释后）PLSTRT
| Q4 25 | $-0.19 | $1.20 | ||
| Q3 25 | $-0.07 | $2.07 | ||
| Q2 25 | $-0.04 | $2.02 | ||
| Q1 25 | $-0.12 | $1.32 | ||
| Q4 24 | $-0.07 | $0.32 | ||
| Q3 24 | $-0.13 | $0.92 | ||
| Q2 24 | $-0.10 | — | ||
| Q1 24 | $-0.10 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $349.6M | $236.8M |
| 总资产 | $1.1B | $392.2M |
| 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PLSTRT
| Q4 25 | $443.3M | $99.0M | ||
| Q3 25 | $181.1M | $90.5M | ||
| Q2 25 | $133.5M | $84.6M | ||
| Q1 25 | $118.0M | $62.1M | ||
| Q4 24 | $139.0M | $42.6M | ||
| Q3 24 | $148.3M | $34.4M | ||
| Q2 24 | $107.4M | — | ||
| Q1 24 | $83.9M | $9.6M |
股东权益PLSTRT
| Q4 25 | $349.6M | $236.8M | ||
| Q3 25 | $435.7M | $230.5M | ||
| Q2 25 | $444.8M | $221.6M | ||
| Q1 25 | $441.3M | $210.7M | ||
| Q4 24 | $464.6M | $204.5M | ||
| Q3 24 | $473.2M | $203.0M | ||
| Q2 24 | $500.3M | — | ||
| Q1 24 | $518.0M | $193.8M |
总资产PLSTRT
| Q4 25 | $1.1B | $392.2M | ||
| Q3 25 | $696.4M | $390.1M | ||
| Q2 25 | $658.4M | $391.5M | ||
| Q1 25 | $633.8M | $387.4M | ||
| Q4 24 | $630.8M | $355.9M | ||
| Q3 24 | $658.4M | $366.9M | ||
| Q2 24 | $674.6M | — | ||
| Q1 24 | $702.0M | $348.5M |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $1.9M | $11.3M |
| 自由现金流率自由现金流/营收 | 2.3% | 8.2% |
| 资本支出强度资本支出/营收 | 32.9% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | $40.7M | $67.8M |
8季度趋势，按日历期对齐
经营现金流PLSTRT
| Q4 25 | $28.6M | $13.9M | ||
| Q3 25 | $67.8M | $11.3M | ||
| Q2 25 | $17.3M | $30.2M | ||
| Q1 25 | $-6.3M | $20.7M | ||
| Q4 24 | $4.1M | $9.4M | ||
| Q3 24 | $-7.9M | $11.3M | ||
| Q2 24 | $-4.3M | — | ||
| Q1 24 | $-6.8M | $-309.0K |
自由现金流PLSTRT
| Q4 25 | $1.9M | $11.3M | ||
| Q3 25 | $47.5M | $9.8M | ||
| Q2 25 | $9.2M | $27.2M | ||
| Q1 25 | $-17.9M | $19.6M | ||
| Q4 24 | $-3.6M | $8.5M | ||
| Q3 24 | $-23.0M | $9.3M | ||
| Q2 24 | $-14.2M | — | ||
| Q1 24 | $-15.7M | $-2.0M |
自由现金流率PLSTRT
| Q4 25 | 2.3% | 8.2% | ||
| Q3 25 | 64.7% | 6.4% | ||
| Q2 25 | 13.9% | 17.9% | ||
| Q1 25 | -29.1% | 13.6% | ||
| Q4 24 | -5.8% | 6.6% | ||
| Q3 24 | -37.6% | 6.7% | ||
| Q2 24 | -23.6% | — | ||
| Q1 24 | -26.7% | -1.4% |
资本支出强度PLSTRT
| Q4 25 | 32.9% | 1.9% | ||
| Q3 25 | 27.6% | 1.0% | ||
| Q2 25 | 12.3% | 2.0% | ||
| Q1 25 | 18.9% | 0.8% | ||
| Q4 24 | 12.5% | 0.7% | ||
| Q3 24 | 24.8% | 1.5% | ||
| Q2 24 | 16.4% | — | ||
| Q1 24 | 15.1% | 1.2% |
现金转化率PLSTRT
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
