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Planet Labs PBC（PL）与WD 40 CO（WDFC）财务数据对比。点击上方公司名可切换其他公司
WD 40 CO的季度营收约是Planet Labs PBC的1.9倍（$154.4M vs $81.3M），WD 40 CO净利率更高（11.3% vs -72.8%，领先84.1%），Planet Labs PBC同比增速更快（32.6% vs 0.6%），WD 40 CO自由现金流更多（$9.1M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% vs 5.4%）
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。
WD-40公司是全球知名的消费及工业维护用品生产商，核心产品为同名多功能防锈润滑剂，同时布局清洁剂、除油剂、特殊润滑产品等品类，业务覆盖全球170余个国家和地区，服务零售、工业、汽车后市场等多个领域。
PL vs WDFC — 直观对比
营收规模更大
WDFC
是对方的1.9倍
$81.3M
营收增速更快
PL
高出32.0%
0.6%
净利率更高
WDFC
高出84.1%
-72.8%
自由现金流更多
WDFC
多$7.2M
$1.9M
两年增速更快
PL
近两年复合增速
5.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $81.3M | $154.4M |
| 净利润 | $-59.2M | $17.5M |
| 毛利率 | 57.3% | 56.2% |
| 营业利润率 | -22.6% | 15.1% |
| 净利率 | -72.8% | 11.3% |
| 营收同比 | 32.6% | 0.6% |
| 净利润同比 | -194.7% | -7.8% |
| 每股收益（稀释后） | $-0.19 | $1.28 |
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PLWDFC
| Q4 25 | $81.3M | $154.4M | ||
| Q3 25 | $73.4M | $163.5M | ||
| Q2 25 | $66.3M | $156.9M | ||
| Q1 25 | $61.6M | $146.1M | ||
| Q4 24 | $61.3M | $153.5M | ||
| Q3 24 | $61.1M | $156.0M | ||
| Q2 24 | $60.4M | $155.0M | ||
| Q1 24 | $58.9M | $139.1M |
净利润PLWDFC
| Q4 25 | $-59.2M | $17.5M | ||
| Q3 25 | $-22.6M | $21.2M | ||
| Q2 25 | $-12.6M | $21.0M | ||
| Q1 25 | $-35.2M | $29.9M | ||
| Q4 24 | $-20.1M | $18.9M | ||
| Q3 24 | $-38.7M | $16.8M | ||
| Q2 24 | $-29.3M | $19.8M | ||
| Q1 24 | $-30.1M | $15.5M |
毛利率PLWDFC
| Q4 25 | 57.3% | 56.2% | ||
| Q3 25 | 57.6% | 54.7% | ||
| Q2 25 | 55.2% | 56.2% | ||
| Q1 25 | 62.1% | 54.6% | ||
| Q4 24 | 61.2% | 54.8% | ||
| Q3 24 | 52.9% | 54.1% | ||
| Q2 24 | 52.4% | 53.1% | ||
| Q1 24 | 55.2% | 52.4% |
营业利润率PLWDFC
| Q4 25 | -22.6% | 15.1% | ||
| Q3 25 | -24.5% | 17.1% | ||
| Q2 25 | -34.4% | 17.4% | ||
| Q1 25 | -31.5% | 15.9% | ||
| Q4 24 | -36.9% | 16.4% | ||
| Q3 24 | -64.8% | 15.4% | ||
| Q2 24 | -57.2% | 17.5% | ||
| Q1 24 | -57.6% | 15.1% |
净利率PLWDFC
| Q4 25 | -72.8% | 11.3% | ||
| Q3 25 | -30.8% | 13.0% | ||
| Q2 25 | -19.1% | 13.4% | ||
| Q1 25 | -57.1% | 20.4% | ||
| Q4 24 | -32.8% | 12.3% | ||
| Q3 24 | -63.3% | 10.8% | ||
| Q2 24 | -48.5% | 12.8% | ||
| Q1 24 | -51.1% | 11.2% |
每股收益（稀释后）PLWDFC
| Q4 25 | $-0.19 | $1.28 | ||
| Q3 25 | $-0.07 | $1.57 | ||
| Q2 25 | $-0.04 | $1.54 | ||
| Q1 25 | $-0.12 | $2.19 | ||
| Q4 24 | $-0.07 | $1.39 | ||
| Q3 24 | $-0.13 | $1.23 | ||
| Q2 24 | $-0.10 | $1.46 | ||
| Q1 24 | $-0.10 | $1.14 |
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 | $48.6M |
| 总债务越低越好 | — | $85.7M |
| 股东权益账面价值 | $349.6M | $264.1M |
| 总资产 | $1.1B | $459.7M |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资PLWDFC
| Q4 25 | $443.3M | $48.6M | ||
| Q3 25 | $181.1M | $58.1M | ||
| Q2 25 | $133.5M | $51.7M | ||
| Q1 25 | $118.0M | $53.0M | ||
| Q4 24 | $139.0M | $54.9M | ||
| Q3 24 | $148.3M | $46.7M | ||
| Q2 24 | $107.4M | $45.3M | ||
| Q1 24 | $83.9M | $55.4M |
总债务PLWDFC
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M | ||
| Q1 24 | — | $85.9M |
股东权益PLWDFC
| Q4 25 | $349.6M | $264.1M | ||
| Q3 25 | $435.7M | $268.2M | ||
| Q2 25 | $444.8M | $257.1M | ||
| Q1 25 | $441.3M | $242.1M | ||
| Q4 24 | $464.6M | $226.3M | ||
| Q3 24 | $473.2M | $230.5M | ||
| Q2 24 | $500.3M | $222.2M | ||
| Q1 24 | $518.0M | $216.3M |
总资产PLWDFC
| Q4 25 | $1.1B | $459.7M | ||
| Q3 25 | $696.4M | $475.8M | ||
| Q2 25 | $658.4M | $456.0M | ||
| Q1 25 | $633.8M | $458.3M | ||
| Q4 24 | $630.8M | $447.3M | ||
| Q3 24 | $658.4M | $449.0M | ||
| Q2 24 | $674.6M | $443.6M | ||
| Q1 24 | $702.0M | $442.0M |
负债/权益比PLWDFC
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× | ||
| Q1 24 | — | 0.40× |
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 | $9.1M |
| 自由现金流率自由现金流/营收 | 2.3% | 5.9% |
| 资本支出强度资本支出/营收 | 32.9% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.57× |
| 过去12个月自由现金流最近4个季度 | $40.7M | $78.2M |
8季度趋势，按日历期对齐
经营现金流PLWDFC
| Q4 25 | $28.6M | $10.0M | ||
| Q3 25 | $67.8M | $29.9M | ||
| Q2 25 | $17.3M | $35.1M | ||
| Q1 25 | $-6.3M | $8.0M | ||
| Q4 24 | $4.1M | $14.9M | ||
| Q3 24 | $-7.9M | $27.2M | ||
| Q2 24 | $-4.3M | $19.9M | ||
| Q1 24 | $-6.8M | $18.0M |
自由现金流PLWDFC
| Q4 25 | $1.9M | $9.1M | ||
| Q3 25 | $47.5M | $28.6M | ||
| Q2 25 | $9.2M | $34.0M | ||
| Q1 25 | $-17.9M | $6.6M | ||
| Q4 24 | $-3.6M | $14.2M | ||
| Q3 24 | $-23.0M | $26.4M | ||
| Q2 24 | $-14.2M | $18.7M | ||
| Q1 24 | $-15.7M | $16.7M |
自由现金流率PLWDFC
| Q4 25 | 2.3% | 5.9% | ||
| Q3 25 | 64.7% | 17.5% | ||
| Q2 25 | 13.9% | 21.6% | ||
| Q1 25 | -29.1% | 4.5% | ||
| Q4 24 | -5.8% | 9.3% | ||
| Q3 24 | -37.6% | 16.9% | ||
| Q2 24 | -23.6% | 12.0% | ||
| Q1 24 | -26.7% | 12.0% |
资本支出强度PLWDFC
| Q4 25 | 32.9% | 0.6% | ||
| Q3 25 | 27.6% | 0.8% | ||
| Q2 25 | 12.3% | 0.7% | ||
| Q1 25 | 18.9% | 0.9% | ||
| Q4 24 | 12.5% | 0.5% | ||
| Q3 24 | 24.8% | 0.5% | ||
| Q2 24 | 16.4% | 0.8% | ||
| Q1 24 | 15.1% | 0.9% |
现金转化率PLWDFC
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.67× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 1.16× |
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% |
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
