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帕兰提尔科技（PLTR）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是SCANSOURCE, INC.的1.8倍（$1.4B vs $766.5M），帕兰提尔科技净利率更高（43.3% vs 2.2%，领先41.1%），帕兰提尔科技同比增速更快（70.0% vs 2.5%），帕兰提尔科技自由现金流更多（$764.0M vs $28.9M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
PLTR vs SCSC — 直观对比
营收规模更大
PLTR
是对方的1.8倍
$766.5M
营收增速更快
PLTR
高出67.5%
2.5%
净利率更高
PLTR
高出41.1%
2.2%
自由现金流更多
PLTR
多$735.2M
$28.9M
两年增速更快
PLTR
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $766.5M |
| 净利润 | $608.7M | $16.5M |
| 毛利率 | 84.6% | 13.4% |
| 营业利润率 | 40.9% | 2.3% |
| 净利率 | 43.3% | 2.2% |
| 营收同比 | 70.0% | 2.5% |
| 净利润同比 | 670.4% | -3.3% |
| 每股收益（稀释后） | $0.24 | $0.75 |
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PLTRSCSC
| Q4 25 | $1.4B | $766.5M | ||
| Q3 25 | $1.2B | $739.6M | ||
| Q2 25 | $1.0B | $812.9M | ||
| Q1 25 | $883.9M | $704.8M | ||
| Q4 24 | $827.5M | $747.5M | ||
| Q3 24 | $725.5M | $775.6M | ||
| Q2 24 | $678.1M | $746.1M | ||
| Q1 24 | $634.3M | $752.6M |
净利润PLTRSCSC
| Q4 25 | $608.7M | $16.5M | ||
| Q3 25 | $475.6M | $19.9M | ||
| Q2 25 | $326.7M | $20.1M | ||
| Q1 25 | $214.0M | $17.4M | ||
| Q4 24 | $79.0M | $17.1M | ||
| Q3 24 | $143.5M | $17.0M | ||
| Q2 24 | $134.1M | $16.1M | ||
| Q1 24 | $105.5M | $12.8M |
毛利率PLTRSCSC
| Q4 25 | 84.6% | 13.4% | ||
| Q3 25 | 82.4% | 14.5% | ||
| Q2 25 | 80.8% | 12.9% | ||
| Q1 25 | 80.4% | 14.2% | ||
| Q4 24 | 78.9% | 13.6% | ||
| Q3 24 | 79.8% | 13.1% | ||
| Q2 24 | 81.0% | 13.0% | ||
| Q1 24 | 81.7% | 12.6% |
营业利润率PLTRSCSC
| Q4 25 | 40.9% | 2.3% | ||
| Q3 25 | 33.3% | 3.5% | ||
| Q2 25 | 26.8% | 3.3% | ||
| Q1 25 | 19.9% | 3.2% | ||
| Q4 24 | 1.3% | 2.5% | ||
| Q3 24 | 15.6% | 2.3% | ||
| Q2 24 | 15.5% | 2.9% | ||
| Q1 24 | 12.8% | 2.3% |
净利率PLTRSCSC
| Q4 25 | 43.3% | 2.2% | ||
| Q3 25 | 40.3% | 2.7% | ||
| Q2 25 | 32.6% | 2.5% | ||
| Q1 25 | 24.2% | 2.5% | ||
| Q4 24 | 9.5% | 2.3% | ||
| Q3 24 | 19.8% | 2.2% | ||
| Q2 24 | 19.8% | 2.2% | ||
| Q1 24 | 16.6% | 1.7% |
每股收益（稀释后）PLTRSCSC
| Q4 25 | $0.24 | $0.75 | ||
| Q3 25 | $0.18 | $0.89 | ||
| Q2 25 | $0.13 | $0.87 | ||
| Q1 25 | $0.08 | $0.74 | ||
| Q4 24 | $0.03 | $0.70 | ||
| Q3 24 | $0.06 | $0.69 | ||
| Q2 24 | $0.06 | $0.66 | ||
| Q1 24 | $0.04 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.4B | $910.9M |
| 总资产 | $8.9B | $1.7B |
| 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PLTRSCSC
| Q4 25 | $7.2B | $83.5M | ||
| Q3 25 | $6.4B | $124.9M | ||
| Q2 25 | $6.0B | $126.2M | ||
| Q1 25 | $5.4B | $146.3M | ||
| Q4 24 | $5.2B | $110.5M | ||
| Q3 24 | $4.6B | $145.0M | ||
| Q2 24 | $4.0B | $185.5M | ||
| Q1 24 | $3.9B | $159.1M |
股东权益PLTRSCSC
| Q4 25 | $7.4B | $910.9M | ||
| Q3 25 | $6.6B | $914.0M | ||
| Q2 25 | $5.9B | $906.4M | ||
| Q1 25 | $5.4B | $901.7M | ||
| Q4 24 | $5.0B | $900.7M | ||
| Q3 24 | $4.5B | $920.9M | ||
| Q2 24 | $4.1B | $924.3M | ||
| Q1 24 | $3.8B | $944.1M |
总资产PLTRSCSC
| Q4 25 | $8.9B | $1.7B | ||
| Q3 25 | $8.1B | $1.7B | ||
| Q2 25 | $7.4B | $1.8B | ||
| Q1 25 | $6.7B | $1.7B | ||
| Q4 24 | $6.3B | $1.7B | ||
| Q3 24 | $5.8B | $1.8B | ||
| Q2 24 | $5.2B | $1.8B | ||
| Q1 24 | $4.8B | $1.8B |
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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $764.0M | $28.9M |
| 自由现金流率自由现金流/营收 | 54.3% | 3.8% |
| 资本支出强度资本支出/营收 | 0.9% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.28× | 1.87× |
| 过去12个月自由现金流最近4个季度 | $2.1B | — |
8季度趋势，按日历期对齐
经营现金流PLTRSCSC
| Q4 25 | $777.3M | $30.8M | ||
| Q3 25 | $507.7M | $23.2M | ||
| Q2 25 | $539.3M | — | ||
| Q1 25 | $310.3M | $66.1M | ||
| Q4 24 | $460.3M | $-6.2M | ||
| Q3 24 | $419.8M | $44.8M | ||
| Q2 24 | $144.2M | — | ||
| Q1 24 | $129.6M | $160.2M |
自由现金流PLTRSCSC
| Q4 25 | $764.0M | $28.9M | ||
| Q3 25 | $500.9M | $20.8M | ||
| Q2 25 | $531.6M | — | ||
| Q1 25 | $304.1M | $64.6M | ||
| Q4 24 | $457.2M | $-8.2M | ||
| Q3 24 | $415.8M | $42.5M | ||
| Q2 24 | $141.3M | — | ||
| Q1 24 | $126.9M | $157.7M |
自由现金流率PLTRSCSC
| Q4 25 | 54.3% | 3.8% | ||
| Q3 25 | 42.4% | 2.8% | ||
| Q2 25 | 53.0% | — | ||
| Q1 25 | 34.4% | 9.2% | ||
| Q4 24 | 55.3% | -1.1% | ||
| Q3 24 | 57.3% | 5.5% | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 20.0% | 21.0% |
资本支出强度PLTRSCSC
| Q4 25 | 0.9% | 0.3% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 0.8% | 0.3% | ||
| Q1 25 | 0.7% | 0.2% | ||
| Q4 24 | 0.4% | 0.3% | ||
| Q3 24 | 0.5% | 0.3% | ||
| Q2 24 | 0.4% | 0.2% | ||
| Q1 24 | 0.4% | 0.3% |
现金转化率PLTRSCSC
| Q4 25 | 1.28× | 1.87× | ||
| Q3 25 | 1.07× | 1.17× | ||
| Q2 25 | 1.65× | — | ||
| Q1 25 | 1.45× | 3.79× | ||
| Q4 24 | 5.83× | -0.36× | ||
| Q3 24 | 2.92× | 2.64× | ||
| Q2 24 | 1.08× | — | ||
| Q1 24 | 1.23× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
