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帕兰提尔科技（PLTR）与拉夫劳伦（RL）财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是帕兰提尔科技的1.7倍（$2.4B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 15.0%，领先28.2%），帕兰提尔科技同比增速更快（70.0% vs 12.2%），帕兰提尔科技自由现金流更多（$764.0M vs $704.0M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 23.9%）
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
PLTR vs RL — 直观对比
营收规模更大
RL
是对方的1.7倍
$1.4B
营收增速更快
PLTR
高出57.8%
12.2%
净利率更高
PLTR
高出28.2%
15.0%
自由现金流更多
PLTR
多$60.0M
$704.0M
两年增速更快
PLTR
近两年复合增速
23.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.4B |
| 净利润 | $608.7M | $361.6M |
| 毛利率 | 84.6% | 69.9% |
| 营业利润率 | 40.9% | 19.6% |
| 净利率 | 43.3% | 15.0% |
| 营收同比 | 70.0% | 12.2% |
| 净利润同比 | 670.4% | 21.6% |
| 每股收益（稀释后） | $0.24 | $5.82 |
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PLTRRL
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $883.9M | $1.7B | ||
| Q4 24 | $827.5M | $2.1B | ||
| Q3 24 | $725.5M | $1.7B | ||
| Q2 24 | $678.1M | $1.5B | ||
| Q1 24 | $634.3M | $1.6B |
净利润PLTRRL
| Q4 25 | $608.7M | $361.6M | ||
| Q3 25 | $475.6M | $207.5M | ||
| Q2 25 | $326.7M | $220.4M | ||
| Q1 25 | $214.0M | $129.0M | ||
| Q4 24 | $79.0M | $297.4M | ||
| Q3 24 | $143.5M | $147.9M | ||
| Q2 24 | $134.1M | $168.6M | ||
| Q1 24 | $105.5M | $90.7M |
毛利率PLTRRL
| Q4 25 | 84.6% | 69.9% | ||
| Q3 25 | 82.4% | 68.0% | ||
| Q2 25 | 80.8% | 72.3% | ||
| Q1 25 | 80.4% | 68.7% | ||
| Q4 24 | 78.9% | 68.4% | ||
| Q3 24 | 79.8% | 67.0% | ||
| Q2 24 | 81.0% | 70.5% | ||
| Q1 24 | 81.7% | 66.6% |
营业利润率PLTRRL
| Q4 25 | 40.9% | 19.6% | ||
| Q3 25 | 33.3% | 12.2% | ||
| Q2 25 | 26.8% | 15.9% | ||
| Q1 25 | 19.9% | 9.1% | ||
| Q4 24 | 1.3% | 18.2% | ||
| Q3 24 | 15.6% | 10.4% | ||
| Q2 24 | 15.5% | 13.8% | ||
| Q1 24 | 12.8% | 6.9% |
净利率PLTRRL
| Q4 25 | 43.3% | 15.0% | ||
| Q3 25 | 40.3% | 10.3% | ||
| Q2 25 | 32.6% | 12.8% | ||
| Q1 25 | 24.2% | 7.6% | ||
| Q4 24 | 9.5% | 13.9% | ||
| Q3 24 | 19.8% | 8.6% | ||
| Q2 24 | 19.8% | 11.1% | ||
| Q1 24 | 16.6% | 5.8% |
每股收益（稀释后）PLTRRL
| Q4 25 | $0.24 | $5.82 | ||
| Q3 25 | $0.18 | $3.32 | ||
| Q2 25 | $0.13 | $3.52 | ||
| Q1 25 | $0.08 | $2.03 | ||
| Q4 24 | $0.03 | $4.66 | ||
| Q3 24 | $0.06 | $2.31 | ||
| Q2 24 | $0.06 | $2.61 | ||
| Q1 24 | $0.04 | $1.37 |
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 | $7.2B | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.4B | $2.9B |
| 总资产 | $8.9B | $7.8B |
| 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PLTRRL
| Q4 25 | $7.2B | $2.3B | ||
| Q3 25 | $6.4B | $1.6B | ||
| Q2 25 | $6.0B | $2.3B | ||
| Q1 25 | $5.4B | $2.1B | ||
| Q4 24 | $5.2B | $2.1B | ||
| Q3 24 | $4.6B | $1.7B | ||
| Q2 24 | $4.0B | $1.8B | ||
| Q1 24 | $3.9B | $1.8B |
股东权益PLTRRL
| Q4 25 | $7.4B | $2.9B | ||
| Q3 25 | $6.6B | $2.6B | ||
| Q2 25 | $5.9B | $2.5B | ||
| Q1 25 | $5.4B | $2.6B | ||
| Q4 24 | $5.0B | $2.5B | ||
| Q3 24 | $4.5B | $2.4B | ||
| Q2 24 | $4.1B | $2.4B | ||
| Q1 24 | $3.8B | $2.5B |
总资产PLTRRL
| Q4 25 | $8.9B | $7.8B | ||
| Q3 25 | $8.1B | $7.3B | ||
| Q2 25 | $7.4B | $7.8B | ||
| Q1 25 | $6.7B | $7.0B | ||
| Q4 24 | $6.3B | $7.1B | ||
| Q3 24 | $5.8B | $6.8B | ||
| Q2 24 | $5.2B | $6.6B | ||
| Q1 24 | $4.8B | $6.6B |
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 | $777.3M | $779.6M |
| 自由现金流经营现金流 - 资本支出 | $764.0M | $704.0M |
| 自由现金流率自由现金流/营收 | 54.3% | 29.3% |
| 资本支出强度资本支出/营收 | 0.9% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.28× | 2.16× |
| 过去12个月自由现金流最近4个季度 | $2.1B | $694.5M |
8季度趋势，按日历期对齐
经营现金流PLTRRL
| Q4 25 | $777.3M | $779.6M | ||
| Q3 25 | $507.7M | $53.2M | ||
| Q2 25 | $539.3M | $176.1M | ||
| Q1 25 | $310.3M | $122.2M | ||
| Q4 24 | $460.3M | $738.4M | ||
| Q3 24 | $419.8M | $97.2M | ||
| Q2 24 | $144.2M | $277.3M | ||
| Q1 24 | $129.6M | — |
自由现金流PLTRRL
| Q4 25 | $764.0M | $704.0M | ||
| Q3 25 | $500.9M | $-40.6M | ||
| Q2 25 | $531.6M | $-11.2M | ||
| Q1 25 | $304.1M | $42.3M | ||
| Q4 24 | $457.2M | $677.2M | ||
| Q3 24 | $415.8M | $55.5M | ||
| Q2 24 | $141.3M | $243.9M | ||
| Q1 24 | $126.9M | — |
自由现金流率PLTRRL
| Q4 25 | 54.3% | 29.3% | ||
| Q3 25 | 42.4% | -2.0% | ||
| Q2 25 | 53.0% | -0.7% | ||
| Q1 25 | 34.4% | 2.5% | ||
| Q4 24 | 55.3% | 31.6% | ||
| Q3 24 | 57.3% | 3.2% | ||
| Q2 24 | 20.8% | 16.1% | ||
| Q1 24 | 20.0% | — |
资本支出强度PLTRRL
| Q4 25 | 0.9% | 3.1% | ||
| Q3 25 | 0.6% | 4.7% | ||
| Q2 25 | 0.8% | 10.9% | ||
| Q1 25 | 0.7% | 4.7% | ||
| Q4 24 | 0.4% | 2.9% | ||
| Q3 24 | 0.5% | 2.4% | ||
| Q2 24 | 0.4% | 2.2% | ||
| Q1 24 | 0.4% | — |
现金转化率PLTRRL
| Q4 25 | 1.28× | 2.16× | ||
| Q3 25 | 1.07× | 0.26× | ||
| Q2 25 | 1.65× | 0.80× | ||
| Q1 25 | 1.45× | 0.95× | ||
| Q4 24 | 5.83× | 2.48× | ||
| Q3 24 | 2.92× | 0.66× | ||
| Q2 24 | 1.08× | 1.64× | ||
| Q1 24 | 1.23× | — |
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
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
RL
暂无分部数据
