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Planet Labs PBC（PL）与ZIPRECRUITER, INC.（ZIP）财务数据对比。点击上方公司名可切换其他公司
ZIPRECRUITER, INC.的季度营收约是Planet Labs PBC的1.4倍（$111.7M vs $81.3M），ZIPRECRUITER, INC.净利率更高（-0.7% vs -72.8%，领先72.1%），Planet Labs PBC同比增速更快（32.6% vs 0.6%），ZIPRECRUITER, INC.自由现金流更多（$7.6M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% vs -4.4%）
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。
ZipRecruiter, Inc.是一家美国线上招聘平台企业，主打面向求职者与招聘方的求职招聘匹配服务，为双方提供高效对接的人才服务市场，帮助求职者快速找到适配岗位，也助力企业高效完成招聘需求。
PL vs ZIP — 直观对比
营收规模更大
ZIP
是对方的1.4倍
$81.3M
营收增速更快
PL
高出32.0%
0.6%
净利率更高
ZIP
高出72.1%
-72.8%
自由现金流更多
ZIP
多$5.7M
$1.9M
两年增速更快
PL
近两年复合增速
-4.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $81.3M | $111.7M |
| 净利润 | $-59.2M | $-835.0K |
| 毛利率 | 57.3% | 89.1% |
| 营业利润率 | -22.6% | 3.6% |
| 净利率 | -72.8% | -0.7% |
| 营收同比 | 32.6% | 0.6% |
| 净利润同比 | -194.7% | 92.3% |
| 每股收益（稀释后） | $-0.19 | $-0.03 |
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PLZIP
| Q4 25 | $81.3M | $111.7M | ||
| Q3 25 | $73.4M | $115.0M | ||
| Q2 25 | $66.3M | $112.2M | ||
| Q1 25 | $61.6M | $110.1M | ||
| Q4 24 | $61.3M | $111.0M | ||
| Q3 24 | $61.1M | $117.1M | ||
| Q2 24 | $60.4M | $123.7M | ||
| Q1 24 | $58.9M | $122.2M |
净利润PLZIP
| Q4 25 | $-59.2M | $-835.0K | ||
| Q3 25 | $-22.6M | $-9.8M | ||
| Q2 25 | $-12.6M | $-9.5M | ||
| Q1 25 | $-35.2M | $-12.8M | ||
| Q4 24 | $-20.1M | $-10.8M | ||
| Q3 24 | $-38.7M | $-2.6M | ||
| Q2 24 | $-29.3M | $7.0M | ||
| Q1 24 | $-30.1M | $-6.5M |
毛利率PLZIP
| Q4 25 | 57.3% | 89.1% | ||
| Q3 25 | 57.6% | 89.1% | ||
| Q2 25 | 55.2% | 89.3% | ||
| Q1 25 | 62.1% | 89.4% | ||
| Q4 24 | 61.2% | 89.6% | ||
| Q3 24 | 52.9% | 89.4% | ||
| Q2 24 | 52.4% | 89.5% | ||
| Q1 24 | 55.2% | 89.1% |
营业利润率PLZIP
| Q4 25 | -22.6% | 3.6% | ||
| Q3 25 | -24.5% | -4.4% | ||
| Q2 25 | -34.4% | -5.9% | ||
| Q1 25 | -31.5% | -10.6% | ||
| Q4 24 | -36.9% | -3.6% | ||
| Q3 24 | -64.8% | -2.8% | ||
| Q2 24 | -57.2% | 7.6% | ||
| Q1 24 | -57.6% | -0.7% |
净利率PLZIP
| Q4 25 | -72.8% | -0.7% | ||
| Q3 25 | -30.8% | -8.5% | ||
| Q2 25 | -19.1% | -8.5% | ||
| Q1 25 | -57.1% | -11.7% | ||
| Q4 24 | -32.8% | -9.7% | ||
| Q3 24 | -63.3% | -2.2% | ||
| Q2 24 | -48.5% | 5.7% | ||
| Q1 24 | -51.1% | -5.3% |
每股收益（稀释后）PLZIP
| Q4 25 | $-0.19 | $-0.03 | ||
| Q3 25 | $-0.07 | $-0.11 | ||
| Q2 25 | $-0.04 | $-0.10 | ||
| Q1 25 | $-0.12 | $-0.13 | ||
| Q4 24 | $-0.07 | $-0.10 | ||
| Q3 24 | $-0.13 | $-0.03 | ||
| Q2 24 | $-0.10 | $0.07 | ||
| Q1 24 | $-0.10 | $-0.07 |
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 | $188.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $349.6M | $-77.2M |
| 总资产 | $1.1B | $569.7M |
| 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PLZIP
| Q4 25 | $443.3M | $188.0M | ||
| Q3 25 | $181.1M | $211.8M | ||
| Q2 25 | $133.5M | $203.5M | ||
| Q1 25 | $118.0M | $221.1M | ||
| Q4 24 | $139.0M | $218.4M | ||
| Q3 24 | $148.3M | $225.6M | ||
| Q2 24 | $107.4M | $271.7M | ||
| Q1 24 | $83.9M | $282.5M |
股东权益PLZIP
| Q4 25 | $349.6M | $-77.2M | ||
| Q3 25 | $435.7M | $-76.1M | ||
| Q2 25 | $444.8M | $-65.9M | ||
| Q1 25 | $441.3M | $-11.3M | ||
| Q4 24 | $464.6M | $13.4M | ||
| Q3 24 | $473.2M | $13.6M | ||
| Q2 24 | $500.3M | $24.4M | ||
| Q1 24 | $518.0M | $12.7M |
总资产PLZIP
| Q4 25 | $1.1B | $569.7M | ||
| Q3 25 | $696.4M | $573.6M | ||
| Q2 25 | $658.4M | $592.4M | ||
| Q1 25 | $633.8M | $629.4M | ||
| Q4 24 | $630.8M | $664.1M | ||
| Q3 24 | $658.4M | $652.0M | ||
| Q2 24 | $674.6M | $665.3M | ||
| Q1 24 | $702.0M | $662.4M |
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 | $7.7M |
| 自由现金流经营现金流 - 资本支出 | $1.9M | $7.6M |
| 自由现金流率自由现金流/营收 | 2.3% | 6.8% |
| 资本支出强度资本支出/营收 | 32.9% | 0.1% |
| 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 | $9.9M |
8季度趋势，按日历期对齐
经营现金流PLZIP
| Q4 25 | $28.6M | $7.7M | ||
| Q3 25 | $67.8M | $2.6M | ||
| Q2 25 | $17.3M | $10.5M | ||
| Q1 25 | $-6.3M | $-9.9M | ||
| Q4 24 | $4.1M | $12.5M | ||
| Q3 24 | $-7.9M | $9.3M | ||
| Q2 24 | $-4.3M | $21.9M | ||
| Q1 24 | $-6.8M | $2.0M |
自由现金流PLZIP
| Q4 25 | $1.9M | $7.6M | ||
| Q3 25 | $47.5M | $2.2M | ||
| Q2 25 | $9.2M | $10.2M | ||
| Q1 25 | $-17.9M | $-10.2M | ||
| Q4 24 | $-3.6M | $12.0M | ||
| Q3 24 | $-23.0M | $9.2M | ||
| Q2 24 | $-14.2M | $21.7M | ||
| Q1 24 | $-15.7M | $1.9M |
自由现金流率PLZIP
| Q4 25 | 2.3% | 6.8% | ||
| Q3 25 | 64.7% | 1.9% | ||
| Q2 25 | 13.9% | 9.1% | ||
| Q1 25 | -29.1% | -9.3% | ||
| Q4 24 | -5.8% | 10.8% | ||
| Q3 24 | -37.6% | 7.8% | ||
| Q2 24 | -23.6% | 17.6% | ||
| Q1 24 | -26.7% | 1.6% |
资本支出强度PLZIP
| Q4 25 | 32.9% | 0.1% | ||
| Q3 25 | 27.6% | 0.3% | ||
| Q2 25 | 12.3% | 0.3% | ||
| Q1 25 | 18.9% | 0.3% | ||
| Q4 24 | 12.5% | 0.4% | ||
| Q3 24 | 24.8% | 0.2% | ||
| Q2 24 | 16.4% | 0.1% | ||
| Q1 24 | 15.1% | 0.1% |
现金转化率PLZIP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.12× | ||
| 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% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
