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帕兰提尔科技（PLTR）与SIGNET JEWELERS LTD（SIG）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SIGNET JEWELERS LTD的1.0倍（$1.4B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 1.4%，领先41.8%），帕兰提尔科技同比增速更快（70.0% vs 3.1%），帕兰提尔科技自由现金流更多（$764.0M vs $-1.5M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs -25.4%）
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。
Signet Jewelers是全球最大的钻石珠宝零售商，注册地位于百慕大，总部设在美国俄亥俄州阿克伦的费尔劳恩郊区，在纽约证券交易所上市。公司主打中端珠宝市场，旗下拥有Blue Nile、Zales、Kay等知名品牌，在美国、加拿大、英国的专业珠宝市场均占据龙头地位，部分品牌布局中高端赛道。
PLTR vs SIG — 直观对比
营收规模更大
PLTR
是对方的1.0倍
$1.4B
营收增速更快
PLTR
高出66.9%
3.1%
净利率更高
PLTR
高出41.8%
1.4%
自由现金流更多
PLTR
多$765.5M
$-1.5M
两年增速更快
PLTR
近两年复合增速
-25.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $608.7M | $20.0M |
| 毛利率 | 84.6% | 37.3% |
| 营业利润率 | 40.9% | 1.7% |
| 净利率 | 43.3% | 1.4% |
| 营收同比 | 70.0% | 3.1% |
| 净利润同比 | 670.4% | 185.7% |
| 每股收益（稀释后） | $0.24 | $0.49 |
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PLTRSIG
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $883.9M | $2.4B | ||
| Q4 24 | $827.5M | $1.3B | ||
| Q3 24 | $725.5M | $1.5B | ||
| Q2 24 | $678.1M | $1.5B | ||
| Q1 24 | $634.3M | $2.5B |
净利润PLTRSIG
| Q4 25 | $608.7M | $20.0M | ||
| Q3 25 | $475.6M | $-9.1M | ||
| Q2 25 | $326.7M | $33.5M | ||
| Q1 25 | $214.0M | $100.6M | ||
| Q4 24 | $79.0M | $7.0M | ||
| Q3 24 | $143.5M | $-98.5M | ||
| Q2 24 | $134.1M | $52.1M | ||
| Q1 24 | $105.5M | $626.2M |
毛利率PLTRSIG
| Q4 25 | 84.6% | 37.3% | ||
| Q3 25 | 82.4% | 38.6% | ||
| Q2 25 | 80.8% | 38.8% | ||
| Q1 25 | 80.4% | 42.6% | ||
| Q4 24 | 78.9% | 36.0% | ||
| Q3 24 | 79.8% | 38.0% | ||
| Q2 24 | 81.0% | 37.9% | ||
| Q1 24 | 81.7% | 43.3% |
营业利润率PLTRSIG
| Q4 25 | 40.9% | 1.7% | ||
| Q3 25 | 33.3% | 0.2% | ||
| Q2 25 | 26.8% | 3.1% | ||
| Q1 25 | 19.9% | 6.5% | ||
| Q4 24 | 1.3% | 0.7% | ||
| Q3 24 | 15.6% | -6.8% | ||
| Q2 24 | 15.5% | 3.3% | ||
| Q1 24 | 12.8% | 16.7% |
净利率PLTRSIG
| Q4 25 | 43.3% | 1.4% | ||
| Q3 25 | 40.3% | -0.6% | ||
| Q2 25 | 32.6% | 2.2% | ||
| Q1 25 | 24.2% | 4.3% | ||
| Q4 24 | 9.5% | 0.5% | ||
| Q3 24 | 19.8% | -6.6% | ||
| Q2 24 | 19.8% | 3.4% | ||
| Q1 24 | 16.6% | 25.1% |
每股收益（稀释后）PLTRSIG
| Q4 25 | $0.24 | $0.49 | ||
| Q3 25 | $0.18 | $-0.22 | ||
| Q2 25 | $0.13 | $0.78 | ||
| Q1 25 | $0.08 | $2.25 | ||
| Q4 24 | $0.03 | $0.12 | ||
| Q3 24 | $0.06 | $-2.28 | ||
| Q2 24 | $0.06 | $-0.90 | ||
| Q1 24 | $0.04 | $11.77 |
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 | $234.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.4B | $1.7B |
| 总资产 | $8.9B | $5.4B |
| 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PLTRSIG
| Q4 25 | $7.2B | $234.7M | ||
| Q3 25 | $6.4B | $281.4M | ||
| Q2 25 | $6.0B | $264.1M | ||
| Q1 25 | $5.4B | $604.0M | ||
| Q4 24 | $5.2B | $157.7M | ||
| Q3 24 | $4.6B | $403.1M | ||
| Q2 24 | $4.0B | $729.3M | ||
| Q1 24 | $3.9B | $1.4B |
股东权益PLTRSIG
| Q4 25 | $7.4B | $1.7B | ||
| Q3 25 | $6.6B | $1.7B | ||
| Q2 25 | $5.9B | $1.8B | ||
| Q1 25 | $5.4B | $1.9B | ||
| Q4 24 | $5.0B | $1.8B | ||
| Q3 24 | $4.5B | $1.9B | ||
| Q2 24 | $4.1B | $2.1B | ||
| Q1 24 | $3.8B | $2.2B |
总资产PLTRSIG
| Q4 25 | $8.9B | $5.4B | ||
| Q3 25 | $8.1B | $5.3B | ||
| Q2 25 | $7.4B | $5.5B | ||
| Q1 25 | $6.7B | $5.7B | ||
| Q4 24 | $6.3B | $5.7B | ||
| Q3 24 | $5.8B | $5.6B | ||
| Q2 24 | $5.2B | $6.2B | ||
| Q1 24 | $4.8B | $6.8B |
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 | $31.0M |
| 自由现金流经营现金流 - 资本支出 | $764.0M | $-1.5M |
| 自由现金流率自由现金流/营收 | 54.3% | -0.1% |
| 资本支出强度资本支出/营收 | 0.9% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.28× | 1.55× |
| 过去12个月自由现金流最近4个季度 | $2.1B | $591.0M |
8季度趋势，按日历期对齐
经营现金流PLTRSIG
| Q4 25 | $777.3M | $31.0M | ||
| Q3 25 | $507.7M | $86.3M | ||
| Q2 25 | $539.3M | $-175.3M | ||
| Q1 25 | $310.3M | $780.7M | ||
| Q4 24 | $460.3M | $-75.4M | ||
| Q3 24 | $419.8M | $43.8M | ||
| Q2 24 | $144.2M | $-158.2M | ||
| Q1 24 | $129.6M | $752.2M |
自由现金流PLTRSIG
| Q4 25 | $764.0M | $-1.5M | ||
| Q3 25 | $500.9M | $62.3M | ||
| Q2 25 | $531.6M | $-211.9M | ||
| Q1 25 | $304.1M | $742.1M | ||
| Q4 24 | $457.2M | $-138.5M | ||
| Q3 24 | $415.8M | $15.8M | ||
| Q2 24 | $141.3M | $-181.5M | ||
| Q1 24 | $126.9M | $716.1M |
自由现金流率PLTRSIG
| Q4 25 | 54.3% | -0.1% | ||
| Q3 25 | 42.4% | 4.1% | ||
| Q2 25 | 53.0% | -13.7% | ||
| Q1 25 | 34.4% | 31.5% | ||
| Q4 24 | 55.3% | -10.3% | ||
| Q3 24 | 57.3% | 1.1% | ||
| Q2 24 | 20.8% | -12.0% | ||
| Q1 24 | 20.0% | 28.7% |
资本支出强度PLTRSIG
| Q4 25 | 0.9% | 2.3% | ||
| Q3 25 | 0.6% | 1.6% | ||
| Q2 25 | 0.8% | 2.4% | ||
| Q1 25 | 0.7% | 1.6% | ||
| Q4 24 | 0.4% | 4.7% | ||
| Q3 24 | 0.5% | 1.9% | ||
| Q2 24 | 0.4% | 1.5% | ||
| Q1 24 | 0.4% | 1.4% |
现金转化率PLTRSIG
| Q4 25 | 1.28× | 1.55× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.65× | -5.23× | ||
| Q1 25 | 1.45× | 7.76× | ||
| Q4 24 | 5.83× | -10.77× | ||
| Q3 24 | 2.92× | — | ||
| Q2 24 | 1.08× | -3.04× | ||
| Q1 24 | 1.23× | 1.20× |
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% |
SIG
| Other | $571.9M | 41% |
| Zale Jewelry | $243.4M | 17% |
| Extended Service Plan | $129.6M | 9% |
| Diamonds Direct | $87.9M | 6% |
| Blue Nile | $74.3M | 5% |
| Extended Service Plan And Other Deferred Revenue | $69.9M | 5% |
| Banter By Piercing Pagoda | $69.2M | 5% |
| Watches | $48.7M | 3% |
| Peoples | $42.2M | 3% |
| James Allen | $27.8M | 2% |
