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Planet Labs PBC（PL）与Unusual Machines, Inc.（UMAC）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Unusual Machines, Inc.的16.6倍（$81.3M vs $4.9M）。Planet Labs PBC净利率更高（-72.8% vs -215.7%，领先142.9%）。Unusual Machines, Inc.同比增速更快（144.4% vs 32.6%）。过去两年Unusual Machines, Inc.的营收复合增速更高（181.3% 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。
该公司是一家美国人工智能初创企业，由OpenAI前首席技术官米拉·穆拉蒂创立于2025年2月，总部位于旧金山，为公益企业架构。截至同年7月，该公司已完成由a16z领投的早期融资，英伟达、AMD、思科、简街等投资方共计出资20亿美元，公司整体估值达120亿美元。
PL vs UMAC — 直观对比
营收规模更大
PL
是对方的16.6倍
$4.9M
营收增速更快
UMAC
高出111.8%
32.6%
净利率更高
PL
高出142.9%
-215.7%
两年增速更快
UMAC
近两年复合增速
17.5%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $81.3M | $4.9M |
| 净利润 | $-59.2M | $-10.6M |
| 毛利率 | 57.3% | 36.2% |
| 营业利润率 | -22.6% | -198.7% |
| 净利率 | -72.8% | -215.7% |
| 营收同比 | 32.6% | 144.4% |
| 净利润同比 | -194.7% | 61.0% |
| 每股收益（稀释后） | $-0.19 | $-0.26 |
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PLUMAC
| Q4 25 | $81.3M | $4.9M | ||
| Q3 25 | $73.4M | $2.1M | ||
| Q2 25 | $66.3M | $2.1M | ||
| Q1 25 | $61.6M | $2.0M | ||
| Q4 24 | $61.3M | $2.0M | ||
| Q3 24 | $61.1M | $1.5M | ||
| Q2 24 | $60.4M | $1.4M | ||
| Q1 24 | $58.9M | $618.9K |
净利润PLUMAC
| Q4 25 | $-59.2M | $-10.6M | ||
| Q3 25 | $-22.6M | $1.6M | ||
| Q2 25 | $-12.6M | $-7.0M | ||
| Q1 25 | $-35.2M | $-3.3M | ||
| Q4 24 | $-20.1M | $-27.1M | ||
| Q3 24 | $-38.7M | $-2.1M | ||
| Q2 24 | $-29.3M | $-1.6M | ||
| Q1 24 | $-30.1M | $-1.1M |
毛利率PLUMAC
| Q4 25 | 57.3% | 36.2% | ||
| Q3 25 | 57.6% | 39.4% | ||
| Q2 25 | 55.2% | 37.4% | ||
| Q1 25 | 62.1% | 24.3% | ||
| Q4 24 | 61.2% | 27.7% | ||
| Q3 24 | 52.9% | 26.1% | ||
| Q2 24 | 52.4% | 27.5% | ||
| Q1 24 | 55.2% | 33.0% |
营业利润率PLUMAC
| Q4 25 | -22.6% | -198.7% | ||
| Q3 25 | -24.5% | -232.4% | ||
| Q2 25 | -34.4% | -338.5% | ||
| Q1 25 | -31.5% | -160.0% | ||
| Q4 24 | -36.9% | -642.3% | ||
| Q3 24 | -64.8% | -95.4% | ||
| Q2 24 | -57.2% | -111.4% | ||
| Q1 24 | -57.6% | -175.5% |
净利率PLUMAC
| Q4 25 | -72.8% | -215.7% | ||
| Q3 25 | -30.8% | 75.1% | ||
| Q2 25 | -19.1% | -327.9% | ||
| Q1 25 | -57.1% | -159.9% | ||
| Q4 24 | -32.8% | -1353.2% | ||
| Q3 24 | -63.3% | -140.0% | ||
| Q2 24 | -48.5% | -114.3% | ||
| Q1 24 | -51.1% | -178.7% |
每股收益（稀释后）PLUMAC
| Q4 25 | $-0.19 | $-0.26 | ||
| Q3 25 | $-0.07 | $0.05 | ||
| Q2 25 | $-0.04 | $-0.32 | ||
| Q1 25 | $-0.12 | $-0.21 | ||
| Q4 24 | $-0.07 | $-3.20 | ||
| Q3 24 | $-0.13 | $-0.30 | ||
| Q2 24 | $-0.10 | $-0.16 | ||
| Q1 24 | $-0.10 | $-0.18 |
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 | $142.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $349.6M | $174.9M |
| 总资产 | $1.1B | $182.7M |
| 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PLUMAC
| Q4 25 | $443.3M | $142.5M | ||
| Q3 25 | $181.1M | $81.1M | ||
| Q2 25 | $133.5M | $38.9M | ||
| Q1 25 | $118.0M | $5.0M | ||
| Q4 24 | $139.0M | $3.8M | ||
| Q3 24 | $148.3M | $1.7M | ||
| Q2 24 | $107.4M | $2.2M | ||
| Q1 24 | $83.9M | $3.2M |
股东权益PLUMAC
| Q4 25 | $349.6M | $174.9M | ||
| Q3 25 | $435.7M | $106.0M | ||
| Q2 25 | $444.8M | $51.3M | ||
| Q1 25 | $441.3M | $15.9M | ||
| Q4 24 | $464.6M | $14.8M | ||
| Q3 24 | $473.2M | $19.2M | ||
| Q2 24 | $500.3M | $20.0M | ||
| Q1 24 | $518.0M | $21.2M |
总资产PLUMAC
| Q4 25 | $1.1B | $182.7M | ||
| Q3 25 | $696.4M | $113.1M | ||
| Q2 25 | $658.4M | $52.4M | ||
| Q1 25 | $633.8M | $17.3M | ||
| Q4 24 | $630.8M | $16.1M | ||
| Q3 24 | $658.4M | $24.5M | ||
| Q2 24 | $674.6M | $25.2M | ||
| Q1 24 | $702.0M | $24.2M |
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 | $-9.8M |
| 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PLUMAC
| Q4 25 | $28.6M | $-9.8M | ||
| Q3 25 | $67.8M | $-7.5M | ||
| Q2 25 | $17.3M | $-2.7M | ||
| Q1 25 | $-6.3M | $-1.2M | ||
| Q4 24 | $4.1M | $-1.3M | ||
| Q3 24 | $-7.9M | $-536.7K | ||
| Q2 24 | $-4.3M | $-986.2K | ||
| Q1 24 | $-6.8M | $-1.2M |
自由现金流PLUMAC
| Q4 25 | $1.9M | — | ||
| Q3 25 | $47.5M | $-8.8M | ||
| Q2 25 | $9.2M | — | ||
| Q1 25 | $-17.9M | — | ||
| Q4 24 | $-3.6M | — | ||
| Q3 24 | $-23.0M | — | ||
| Q2 24 | $-14.2M | — | ||
| Q1 24 | $-15.7M | — |
自由现金流率PLUMAC
| Q4 25 | 2.3% | — | ||
| Q3 25 | 64.7% | -413.2% | ||
| Q2 25 | 13.9% | — | ||
| Q1 25 | -29.1% | — | ||
| Q4 24 | -5.8% | — | ||
| Q3 24 | -37.6% | — | ||
| Q2 24 | -23.6% | — | ||
| Q1 24 | -26.7% | — |
资本支出强度PLUMAC
| Q4 25 | 32.9% | — | ||
| Q3 25 | 27.6% | 60.3% | ||
| Q2 25 | 12.3% | — | ||
| Q1 25 | 18.9% | — | ||
| Q4 24 | 12.5% | — | ||
| Q3 24 | 24.8% | 0.0% | ||
| Q2 24 | 16.4% | — | ||
| Q1 24 | 15.1% | — |
现金转化率PLUMAC
| Q4 25 | — | — | ||
| Q3 25 | — | -4.70× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
UMAC
暂无分部数据
