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Palomar Holdings, Inc.（PLMR）与Rocket Lab Corp（RKLB）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是Rocket Lab Corp的1.3倍（$253.4M vs $200.3M），Rocket Lab Corp同比增速更快（63.5% vs 62.7%），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% vs 37.3%）
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
PLMR vs RKLB — 直观对比
营收规模更大
PLMR
是对方的1.3倍
$200.3M
营收增速更快
RKLB
高出0.8%
62.7%
两年增速更快
PLMR
近两年复合增速
37.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $253.4M | $200.3M |
| 净利润 | — | $-45.0M |
| 毛利率 | — | 38.2% |
| 营业利润率 | 28.7% | 33.9% |
| 净利率 | — | -22.5% |
| 营收同比 | 62.7% | 63.5% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $2.05 | — |
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PLMRRKLB
| Q1 26 | — | $200.3M | ||
| Q4 25 | $253.4M | $179.7M | ||
| Q3 25 | $244.7M | $155.1M | ||
| Q2 25 | $203.3M | $144.5M | ||
| Q1 25 | $174.6M | $122.6M | ||
| Q4 24 | $155.8M | $132.4M | ||
| Q3 24 | $148.5M | $104.8M | ||
| Q2 24 | $131.1M | $106.3M |
净利润PLMRRKLB
| Q1 26 | — | $-45.0M | ||
| Q4 25 | — | $-52.9M | ||
| Q3 25 | $51.5M | $-18.3M | ||
| Q2 25 | $46.5M | $-66.4M | ||
| Q1 25 | $42.9M | $-60.6M | ||
| Q4 24 | — | $-52.3M | ||
| Q3 24 | $30.5M | $-51.9M | ||
| Q2 24 | $25.7M | $-41.6M |
毛利率PLMRRKLB
| Q1 26 | — | 38.2% | ||
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | — | 32.1% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 27.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 25.6% |
营业利润率PLMRRKLB
| Q1 26 | — | 33.9% | ||
| Q4 25 | 28.7% | -28.4% | ||
| Q3 25 | 27.4% | -38.0% | ||
| Q2 25 | 29.5% | -41.3% | ||
| Q1 25 | 30.8% | -48.3% | ||
| Q4 24 | 28.9% | -38.9% | ||
| Q3 24 | 25.9% | -49.5% | ||
| Q2 24 | 25.5% | -40.7% |
净利率PLMRRKLB
| Q1 26 | — | -22.5% | ||
| Q4 25 | — | -29.5% | ||
| Q3 25 | 21.0% | -11.8% | ||
| Q2 25 | 22.9% | -46.0% | ||
| Q1 25 | 24.6% | -49.5% | ||
| Q4 24 | — | -39.5% | ||
| Q3 24 | 20.5% | -49.6% | ||
| Q2 24 | 19.6% | -39.2% |
每股收益（稀释后）PLMRRKLB
| Q1 26 | — | — | ||
| Q4 25 | $2.05 | $-0.09 | ||
| Q3 25 | $1.87 | $-0.03 | ||
| Q2 25 | $1.68 | $-0.13 | ||
| Q1 25 | $1.57 | $-0.12 | ||
| Q4 24 | $1.29 | $-0.11 | ||
| Q3 24 | $1.15 | $-0.10 | ||
| Q2 24 | $1.00 | $-0.08 |
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 | $106.9M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $942.7M | $2.3B |
| 总资产 | $3.1B | $2.8B |
| 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PLMRRKLB
| Q1 26 | — | $1.2B | ||
| Q4 25 | $106.9M | $1.0B | ||
| Q3 25 | $111.7M | $976.7M | ||
| Q2 25 | $81.3M | $688.1M | ||
| Q1 25 | $119.3M | $428.4M | ||
| Q4 24 | $80.4M | $419.0M | ||
| Q3 24 | $86.5M | $442.4M | ||
| Q2 24 | $47.8M | $496.8M |
总债务PLMRRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M |
股东权益PLMRRKLB
| Q1 26 | — | $2.3B | ||
| Q4 25 | $942.7M | $1.7B | ||
| Q3 25 | $878.1M | $1.3B | ||
| Q2 25 | $847.2M | $688.5M | ||
| Q1 25 | $790.4M | $431.3M | ||
| Q4 24 | $729.0M | $382.5M | ||
| Q3 24 | $703.3M | $419.8M | ||
| Q2 24 | $532.6M | $455.2M |
总资产PLMRRKLB
| Q1 26 | — | $2.8B | ||
| Q4 25 | $3.1B | $2.3B | ||
| Q3 25 | $2.9B | $2.2B | ||
| Q2 25 | $2.8B | $1.6B | ||
| Q1 25 | $2.4B | $1.3B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.3B | $1.2B | ||
| Q2 24 | $2.0B | $1.2B |
负债/权益比PLMRRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× |
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 | $409.1M | $-50.3M |
| 自由现金流经营现金流 - 资本支出 | $409.0M | — |
| 自由现金流率自由现金流/营收 | 161.4% | — |
| 资本支出强度资本支出/营收 | 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 | $700.6M | — |
8季度趋势，按日历期对齐
经营现金流PLMRRKLB
| Q1 26 | — | $-50.3M | ||
| Q4 25 | $409.1M | $-64.5M | ||
| Q3 25 | $83.6M | $-23.5M | ||
| Q2 25 | $120.9M | $-23.2M | ||
| Q1 25 | $87.2M | $-54.2M | ||
| Q4 24 | $261.2M | $-2.4M | ||
| Q3 24 | $100.3M | $-30.9M | ||
| Q2 24 | $55.1M | $-13.0M |
自由现金流PLMRRKLB
| Q1 26 | — | — | ||
| Q4 25 | $409.0M | $-114.2M | ||
| Q3 25 | $83.6M | $-69.4M | ||
| Q2 25 | $120.8M | $-55.3M | ||
| Q1 25 | $87.1M | $-82.9M | ||
| Q4 24 | $260.9M | $-23.9M | ||
| Q3 24 | $100.1M | $-41.9M | ||
| Q2 24 | — | $-28.3M |
自由现金流率PLMRRKLB
| Q1 26 | — | — | ||
| Q4 25 | 161.4% | -63.6% | ||
| Q3 25 | 34.2% | -44.8% | ||
| Q2 25 | 59.4% | -38.3% | ||
| Q1 25 | 49.9% | -67.6% | ||
| Q4 24 | 167.5% | -18.1% | ||
| Q3 24 | 67.4% | -40.0% | ||
| Q2 24 | — | -26.7% |
资本支出强度PLMRRKLB
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 27.6% | ||
| Q3 25 | 0.0% | 29.6% | ||
| Q2 25 | 0.0% | 22.2% | ||
| Q1 25 | 0.0% | 23.4% | ||
| Q4 24 | 0.2% | 16.3% | ||
| Q3 24 | 0.1% | 10.5% | ||
| Q2 24 | 0.0% | 14.4% |
现金转化率PLMRRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 2.60× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.29× | — | ||
| Q2 24 | 2.14× | — |
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
PLMR
暂无分部数据
RKLB
| Product revenues | $127.5M | 64% |
| Service revenues | $72.9M | 36% |
