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帕兰提尔科技（PLTR）与SEABOARD CORP（SEB）财务数据对比。点击上方公司名可切换其他公司
SEABOARD CORP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 10.6%，领先32.7%），帕兰提尔科技同比增速更快（70.0% vs -2.9%），帕兰提尔科技自由现金流更多（$764.0M vs $53.0M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 4.9%）
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。
Seaboard Corporation是一家多元化跨国农业综合及运输集团，业务覆盖多个垂直整合领域。美国本土核心业务包括生猪养殖加工与远洋运输，海外板块主营大宗商品贸易、谷物加工、食糖生产及发电，总部位于堪萨斯州梅里亚姆。
PLTR vs SEB — 直观对比
营收规模更大
SEB
是对方的1.7倍
$1.4B
营收增速更快
PLTR
高出72.9%
-2.9%
净利率更高
PLTR
高出32.7%
10.6%
自由现金流更多
PLTR
多$711.0M
$53.0M
两年增速更快
PLTR
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.4B |
| 净利润 | $608.7M | $255.0M |
| 毛利率 | 84.6% | 7.9% |
| 营业利润率 | 40.9% | 2.7% |
| 净利率 | 43.3% | 10.6% |
| 营收同比 | 70.0% | -2.9% |
| 净利润同比 | 670.4% | 63.5% |
| 每股收益（稀释后） | $0.24 | $262.58 |
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PLTRSEB
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.2B | $2.5B | ||
| Q2 25 | $1.0B | $2.5B | ||
| Q1 25 | $883.9M | $2.3B | ||
| Q4 24 | $827.5M | $2.5B | ||
| Q3 24 | $725.5M | $2.2B | ||
| Q2 24 | $678.1M | $2.2B | ||
| Q1 24 | $634.3M | $2.2B |
净利润PLTRSEB
| Q4 25 | $608.7M | $255.0M | ||
| Q3 25 | $475.6M | $110.0M | ||
| Q2 25 | $326.7M | $104.0M | ||
| Q1 25 | $214.0M | $32.0M | ||
| Q4 24 | $79.0M | $156.0M | ||
| Q3 24 | $143.5M | $-149.0M | ||
| Q2 24 | $134.1M | $61.0M | ||
| Q1 24 | $105.5M | $22.0M |
毛利率PLTRSEB
| Q4 25 | 84.6% | 7.9% | ||
| Q3 25 | 82.4% | 7.8% | ||
| Q2 25 | 80.8% | 6.5% | ||
| Q1 25 | 80.4% | 6.1% | ||
| Q4 24 | 78.9% | 9.0% | ||
| Q3 24 | 79.8% | 6.2% | ||
| Q2 24 | 81.0% | 5.8% | ||
| Q1 24 | 81.7% | 4.0% |
营业利润率PLTRSEB
| Q4 25 | 40.9% | 2.7% | ||
| Q3 25 | 33.3% | 3.3% | ||
| Q2 25 | 26.8% | 2.1% | ||
| Q1 25 | 19.9% | 1.6% | ||
| Q4 24 | 1.3% | 4.6% | ||
| Q3 24 | 15.6% | 1.4% | ||
| Q2 24 | 15.5% | 1.4% | ||
| Q1 24 | 12.8% | -0.9% |
净利率PLTRSEB
| Q4 25 | 43.3% | 10.6% | ||
| Q3 25 | 40.3% | 4.3% | ||
| Q2 25 | 32.6% | 4.2% | ||
| Q1 25 | 24.2% | 1.4% | ||
| Q4 24 | 9.5% | 6.3% | ||
| Q3 24 | 19.8% | -6.7% | ||
| Q2 24 | 19.8% | 2.8% | ||
| Q1 24 | 16.6% | 1.0% |
每股收益（稀释后）PLTRSEB
| Q4 25 | $0.24 | $262.58 | ||
| Q3 25 | $0.18 | $113.71 | ||
| Q2 25 | $0.13 | $105.22 | ||
| Q1 25 | $0.08 | $32.95 | ||
| Q4 24 | $0.03 | $158.58 | ||
| Q3 24 | $0.06 | $-153.44 | ||
| Q2 24 | $0.06 | $62.82 | ||
| Q1 24 | $0.04 | $22.66 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.4B | $5.2B |
| 总资产 | $8.9B | $8.2B |
| 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PLTRSEB
| Q4 25 | $7.2B | $1.2B | ||
| Q3 25 | $6.4B | $1.2B | ||
| Q2 25 | $6.0B | $1.1B | ||
| Q1 25 | $5.4B | $1.1B | ||
| Q4 24 | $5.2B | $1.2B | ||
| Q3 24 | $4.6B | $1.2B | ||
| Q2 24 | $4.0B | $1.2B | ||
| Q1 24 | $3.9B | $1.2B |
股东权益PLTRSEB
| Q4 25 | $7.4B | $5.2B | ||
| Q3 25 | $6.6B | $5.0B | ||
| Q2 25 | $5.9B | $4.8B | ||
| Q1 25 | $5.4B | $4.7B | ||
| Q4 24 | $5.0B | $4.7B | ||
| Q3 24 | $4.5B | $4.5B | ||
| Q2 24 | $4.1B | $4.7B | ||
| Q1 24 | $3.8B | $4.6B |
总资产PLTRSEB
| Q4 25 | $8.9B | $8.2B | ||
| Q3 25 | $8.1B | $8.0B | ||
| Q2 25 | $7.4B | $7.9B | ||
| Q1 25 | $6.7B | $7.6B | ||
| Q4 24 | $6.3B | $7.7B | ||
| Q3 24 | $5.8B | $7.5B | ||
| Q2 24 | $5.2B | $7.7B | ||
| Q1 24 | $4.8B | $7.6B |
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 | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $764.0M | $53.0M |
| 自由现金流率自由现金流/营收 | 54.3% | 2.2% |
| 资本支出强度资本支出/营收 | 0.9% | 5.6% |
| 现金转化率经营现金流/净利润 | 1.28× | 0.74× |
| 过去12个月自由现金流最近4个季度 | $2.1B | $6.0M |
8季度趋势，按日历期对齐
经营现金流PLTRSEB
| Q4 25 | $777.3M | $188.0M | ||
| Q3 25 | $507.7M | $319.0M | ||
| Q2 25 | $539.3M | $81.0M | ||
| Q1 25 | $310.3M | $-20.0M | ||
| Q4 24 | $460.3M | $300.0M | ||
| Q3 24 | $419.8M | $194.0M | ||
| Q2 24 | $144.2M | $6.0M | ||
| Q1 24 | $129.6M | $19.0M |
自由现金流PLTRSEB
| Q4 25 | $764.0M | $53.0M | ||
| Q3 25 | $500.9M | $152.0M | ||
| Q2 25 | $531.6M | $-70.0M | ||
| Q1 25 | $304.1M | $-129.0M | ||
| Q4 24 | $457.2M | $162.0M | ||
| Q3 24 | $415.8M | $58.0M | ||
| Q2 24 | $141.3M | $-127.0M | ||
| Q1 24 | $126.9M | $-85.0M |
自由现金流率PLTRSEB
| Q4 25 | 54.3% | 2.2% | ||
| Q3 25 | 42.4% | 6.0% | ||
| Q2 25 | 53.0% | -2.8% | ||
| Q1 25 | 34.4% | -5.6% | ||
| Q4 24 | 55.3% | 6.5% | ||
| Q3 24 | 57.3% | 2.6% | ||
| Q2 24 | 20.8% | -5.7% | ||
| Q1 24 | 20.0% | -3.9% |
资本支出强度PLTRSEB
| Q4 25 | 0.9% | 5.6% | ||
| Q3 25 | 0.6% | 6.6% | ||
| Q2 25 | 0.8% | 6.1% | ||
| Q1 25 | 0.7% | 4.7% | ||
| Q4 24 | 0.4% | 5.6% | ||
| Q3 24 | 0.5% | 6.1% | ||
| Q2 24 | 0.4% | 6.0% | ||
| Q1 24 | 0.4% | 4.7% |
现金转化率PLTRSEB
| Q4 25 | 1.28× | 0.74× | ||
| Q3 25 | 1.07× | 2.90× | ||
| Q2 25 | 1.65× | 0.78× | ||
| Q1 25 | 1.45× | -0.63× | ||
| Q4 24 | 5.83× | 1.92× | ||
| Q3 24 | 2.92× | — | ||
| Q2 24 | 1.08× | 0.10× | ||
| Q1 24 | 1.23× | 0.86× |
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% |
SEB
| Commodity Trading And Milling | $1.3B | 52% |
| Pork Segment | $469.0M | 19% |
| Marine | $444.0M | 18% |
| Other | $108.0M | 4% |
| Energy Service | $56.0M | 2% |
| Product And Service Other Services | $15.0M | 1% |
| Transportation | $6.0M | 0% |
