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Planet Labs PBC（PL）与Talkspace, Inc.（TALK）财务数据对比。点击上方公司名可切换其他公司
Planet Labs PBC的季度营收约是Talkspace, Inc.的1.3倍（$81.3M vs $63.0M），Talkspace, Inc.净利率更高（7.6% vs -72.8%，领先80.4%），Planet Labs PBC同比增速更快（32.6% vs 29.3%），过去两年Talkspace, Inc.的营收复合增速更高（17.8% 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。
Talkspace, Inc.是一家提供线上与移动端心理咨询服务的美国企业，由奥伦·弗兰克与罗尼·弗兰克创立于2012年，总部位于纽约。公司依托网页与移动端平台，帮助用户对接具备执业资质的心理咨询师与精神科医师，支持文字、音频、视频消息沟通，部分场景还可提供实时视频咨询服务。
PL vs TALK — 直观对比
营收规模更大
PL
是对方的1.3倍
$63.0M
营收增速更快
PL
高出3.3%
29.3%
净利率更高
TALK
高出80.4%
-72.8%
两年增速更快
TALK
近两年复合增速
17.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $81.3M | $63.0M |
| 净利润 | $-59.2M | $4.8M |
| 毛利率 | 57.3% | — |
| 营业利润率 | -22.6% | 6.1% |
| 净利率 | -72.8% | 7.6% |
| 营收同比 | 32.6% | 29.3% |
| 净利润同比 | -194.7% | 292.5% |
| 每股收益（稀释后） | $-0.19 | — |
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PLTALK
| Q4 25 | $81.3M | $63.0M | ||
| Q3 25 | $73.4M | $59.4M | ||
| Q2 25 | $66.3M | $54.3M | ||
| Q1 25 | $61.6M | $52.2M | ||
| Q4 24 | $61.3M | $48.7M | ||
| Q3 24 | $61.1M | $47.4M | ||
| Q2 24 | $60.4M | $46.1M | ||
| Q1 24 | $58.9M | $45.4M |
净利润PLTALK
| Q4 25 | $-59.2M | $4.8M | ||
| Q3 25 | $-22.6M | $3.3M | ||
| Q2 25 | $-12.6M | $-541.0K | ||
| Q1 25 | $-35.2M | $318.0K | ||
| Q4 24 | $-20.1M | $1.2M | ||
| Q3 24 | $-38.7M | $1.9M | ||
| Q2 24 | $-29.3M | $-474.0K | ||
| Q1 24 | $-30.1M | $-1.5M |
毛利率PLTALK
| Q4 25 | 57.3% | — | ||
| Q3 25 | 57.6% | — | ||
| Q2 25 | 55.2% | — | ||
| Q1 25 | 62.1% | 44.6% | ||
| Q4 24 | 61.2% | 44.2% | ||
| Q3 24 | 52.9% | 45.6% | ||
| Q2 24 | 52.4% | 45.5% | ||
| Q1 24 | 55.2% | 47.8% |
营业利润率PLTALK
| Q4 25 | -22.6% | 6.1% | ||
| Q3 25 | -24.5% | 3.7% | ||
| Q2 25 | -34.4% | -3.3% | ||
| Q1 25 | -31.5% | -2.1% | ||
| Q4 24 | -36.9% | 1.2% | ||
| Q3 24 | -64.8% | 0.2% | ||
| Q2 24 | -57.2% | -7.6% | ||
| Q1 24 | -57.6% | -3.7% |
净利率PLTALK
| Q4 25 | -72.8% | 7.6% | ||
| Q3 25 | -30.8% | 5.5% | ||
| Q2 25 | -19.1% | -1.0% | ||
| Q1 25 | -57.1% | 0.6% | ||
| Q4 24 | -32.8% | 2.5% | ||
| Q3 24 | -63.3% | 4.0% | ||
| Q2 24 | -48.5% | -1.0% | ||
| Q1 24 | -51.1% | -3.2% |
每股收益（稀释后）PLTALK
| Q4 25 | $-0.19 | — | ||
| Q3 25 | $-0.07 | $0.02 | ||
| Q2 25 | $-0.04 | — | ||
| Q1 25 | $-0.12 | $0.00 | ||
| Q4 24 | $-0.07 | $0.01 | ||
| Q3 24 | $-0.13 | $0.01 | ||
| Q2 24 | $-0.10 | $0.00 | ||
| Q1 24 | $-0.10 | $-0.01 |
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 | $37.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $349.6M | $117.0M |
| 总资产 | $1.1B | $134.9M |
| 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PLTALK
| Q4 25 | $443.3M | $37.4M | ||
| Q3 25 | $181.1M | $39.5M | ||
| Q2 25 | $133.5M | $54.3M | ||
| Q1 25 | $118.0M | $60.1M | ||
| Q4 24 | $139.0M | $76.7M | ||
| Q3 24 | $148.3M | $119.0M | ||
| Q2 24 | $107.4M | $114.9M | ||
| Q1 24 | $83.9M | $120.3M |
股东权益PLTALK
| Q4 25 | $349.6M | $117.0M | ||
| Q3 25 | $435.7M | $109.1M | ||
| Q2 25 | $444.8M | $112.9M | ||
| Q1 25 | $441.3M | $113.4M | ||
| Q4 24 | $464.6M | $117.4M | ||
| Q3 24 | $473.2M | $117.6M | ||
| Q2 24 | $500.3M | $114.0M | ||
| Q1 24 | $518.0M | $119.6M |
总资产PLTALK
| Q4 25 | $1.1B | $134.9M | ||
| Q3 25 | $696.4M | $129.1M | ||
| Q2 25 | $658.4M | $132.8M | ||
| Q1 25 | $633.8M | $134.2M | ||
| Q4 24 | $630.8M | $138.7M | ||
| Q3 24 | $658.4M | $138.2M | ||
| Q2 24 | $674.6M | $133.8M | ||
| Q1 24 | $702.0M | $138.3M |
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 | $5.4M |
| 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 | — | 1.13× |
| 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PLTALK
| Q4 25 | $28.6M | $5.4M | ||
| Q3 25 | $67.8M | $4.7M | ||
| Q2 25 | $17.3M | $-351.0K | ||
| Q1 25 | $-6.3M | $-1.2M | ||
| Q4 24 | $4.1M | $3.7M | ||
| Q3 24 | $-7.9M | $6.2M | ||
| Q2 24 | $-4.3M | $4.8M | ||
| Q1 24 | $-6.8M | $-3.4M |
自由现金流PLTALK
| Q4 25 | $1.9M | — | ||
| Q3 25 | $47.5M | — | ||
| Q2 25 | $9.2M | — | ||
| Q1 25 | $-17.9M | — | ||
| Q4 24 | $-3.6M | — | ||
| Q3 24 | $-23.0M | — | ||
| Q2 24 | $-14.2M | $4.5M | ||
| Q1 24 | $-15.7M | $-3.8M |
自由现金流率PLTALK
| Q4 25 | 2.3% | — | ||
| Q3 25 | 64.7% | — | ||
| Q2 25 | 13.9% | — | ||
| Q1 25 | -29.1% | — | ||
| Q4 24 | -5.8% | — | ||
| Q3 24 | -37.6% | — | ||
| Q2 24 | -23.6% | 9.7% | ||
| Q1 24 | -26.7% | -8.3% |
资本支出强度PLTALK
| Q4 25 | 32.9% | — | ||
| Q3 25 | 27.6% | — | ||
| Q2 25 | 12.3% | — | ||
| Q1 25 | 18.9% | — | ||
| Q4 24 | 12.5% | — | ||
| Q3 24 | 24.8% | — | ||
| Q2 24 | 16.4% | 0.7% | ||
| Q1 24 | 15.1% | 0.8% |
现金转化率PLTALK
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.46× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -3.90× | ||
| Q4 24 | — | 3.02× | ||
| Q3 24 | — | 3.31× | ||
| Q2 24 | — | — | ||
| 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% |
TALK
| Payor Revenue | $47.7M | 76% |
| Dte Revenue | $11.6M | 18% |
| Consumer | $3.7M | 6% |
