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帕兰提尔科技（PLTR）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的2.0倍（$1.6B vs $814.9M），帕兰提尔科技净利率更高（53.3% vs 28.7%，领先24.7%），帕兰提尔科技同比增速更快（84.7% vs 35.8%），过去两年帕兰提尔科技的营收复合增速更高（55.2% vs 28.6%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
PLTR vs UI — 直观对比
营收规模更大
PLTR
是对方的2.0倍
$814.9M
营收增速更快
PLTR
高出48.9%
35.8%
净利率更高
PLTR
高出24.7%
28.7%
两年增速更快
PLTR
近两年复合增速
28.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $814.9M |
| 净利润 | $870.5M | $233.6M |
| 毛利率 | 86.8% | 45.9% |
| 营业利润率 | 46.2% | 35.9% |
| 净利率 | 53.3% | 28.7% |
| 营收同比 | 84.7% | 35.8% |
| 净利润同比 | 306.7% | 70.8% |
| 每股收益（稀释后） | $0.34 | $3.86 |
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PLTRUI
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.4B | $814.9M | ||
| Q3 25 | $1.2B | $733.8M | ||
| Q2 25 | $1.0B | $759.2M | ||
| Q1 25 | $883.9M | $664.2M | ||
| Q4 24 | $827.5M | $599.9M | ||
| Q3 24 | $725.5M | $550.3M | ||
| Q2 24 | $678.1M | $507.5M |
净利润PLTRUI
| Q1 26 | $870.5M | — | ||
| Q4 25 | $608.7M | $233.6M | ||
| Q3 25 | $475.6M | $207.9M | ||
| Q2 25 | $326.7M | $266.7M | ||
| Q1 25 | $214.0M | $180.4M | ||
| Q4 24 | $79.0M | $136.8M | ||
| Q3 24 | $143.5M | $128.0M | ||
| Q2 24 | $134.1M | $103.8M |
毛利率PLTRUI
| Q1 26 | 86.8% | — | ||
| Q4 25 | 84.6% | 45.9% | ||
| Q3 25 | 82.4% | 46.0% | ||
| Q2 25 | 80.8% | 45.1% | ||
| Q1 25 | 80.4% | 44.5% | ||
| Q4 24 | 78.9% | 41.2% | ||
| Q3 24 | 79.8% | 42.1% | ||
| Q2 24 | 81.0% | 40.2% |
营业利润率PLTRUI
| Q1 26 | 46.2% | — | ||
| Q4 25 | 40.9% | 35.9% | ||
| Q3 25 | 33.3% | 35.7% | ||
| Q2 25 | 26.8% | 34.4% | ||
| Q1 25 | 19.9% | 34.2% | ||
| Q4 24 | 1.3% | 29.8% | ||
| Q3 24 | 15.6% | 30.7% | ||
| Q2 24 | 15.5% | 27.3% |
净利率PLTRUI
| Q1 26 | 53.3% | — | ||
| Q4 25 | 43.3% | 28.7% | ||
| Q3 25 | 40.3% | 28.3% | ||
| Q2 25 | 32.6% | 35.1% | ||
| Q1 25 | 24.2% | 27.2% | ||
| Q4 24 | 9.5% | 22.8% | ||
| Q3 24 | 19.8% | 23.3% | ||
| Q2 24 | 19.8% | 20.5% |
每股收益（稀释后）PLTRUI
| Q1 26 | $0.34 | — | ||
| Q4 25 | $0.24 | $3.86 | ||
| Q3 25 | $0.18 | $3.43 | ||
| Q2 25 | $0.13 | $4.40 | ||
| Q1 25 | $0.08 | $2.98 | ||
| Q4 24 | $0.03 | $2.26 | ||
| Q3 24 | $0.06 | $2.12 | ||
| Q2 24 | $0.06 | $1.72 |
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 | $2.3B | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $8.6B | $1.0B |
| 总资产 | $10.2B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资PLTRUI
| Q1 26 | $2.3B | — | ||
| Q4 25 | $7.2B | $302.8M | ||
| Q3 25 | $6.4B | $177.2M | ||
| Q2 25 | $6.0B | $149.7M | ||
| Q1 25 | $5.4B | $151.0M | ||
| Q4 24 | $5.2B | $133.1M | ||
| Q3 24 | $4.6B | $165.2M | ||
| Q2 24 | $4.0B | $126.3M |
总债务PLTRUI
| Q1 26 | — | — | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益PLTRUI
| Q1 26 | $8.6B | — | ||
| Q4 25 | $7.4B | $1.0B | ||
| Q3 25 | $6.6B | $828.4M | ||
| Q2 25 | $5.9B | $668.3M | ||
| Q1 25 | $5.4B | $436.1M | ||
| Q4 24 | $5.0B | $290.4M | ||
| Q3 24 | $4.5B | $188.1M | ||
| Q2 24 | $4.1B | $95.1M |
总资产PLTRUI
| Q1 26 | $10.2B | — | ||
| Q4 25 | $8.9B | $1.6B | ||
| Q3 25 | $8.1B | $1.5B | ||
| Q2 25 | $7.4B | $1.5B | ||
| Q1 25 | $6.7B | $1.3B | ||
| Q4 24 | $6.3B | $1.2B | ||
| Q3 24 | $5.8B | $1.2B | ||
| Q2 24 | $5.2B | $1.2B |
负债/权益比PLTRUI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | $899.2M | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 1.03× | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流PLTRUI
| Q1 26 | $899.2M | — | ||
| Q4 25 | $777.3M | $263.9M | ||
| Q3 25 | $507.7M | $198.5M | ||
| Q2 25 | $539.3M | $130.4M | ||
| Q1 25 | $310.3M | $123.6M | ||
| Q4 24 | $460.3M | $152.4M | ||
| Q3 24 | $419.8M | $233.7M | ||
| Q2 24 | $144.2M | $231.4M |
自由现金流PLTRUI
| Q1 26 | — | — | ||
| Q4 25 | $764.0M | $260.3M | ||
| Q3 25 | $500.9M | $193.3M | ||
| Q2 25 | $531.6M | $125.2M | ||
| Q1 25 | $304.1M | $120.7M | ||
| Q4 24 | $457.2M | $150.4M | ||
| Q3 24 | $415.8M | $231.1M | ||
| Q2 24 | $141.3M | $229.5M |
自由现金流率PLTRUI
| Q1 26 | — | — | ||
| Q4 25 | 54.3% | 31.9% | ||
| Q3 25 | 42.4% | 26.3% | ||
| Q2 25 | 53.0% | 16.5% | ||
| Q1 25 | 34.4% | 18.2% | ||
| Q4 24 | 55.3% | 25.1% | ||
| Q3 24 | 57.3% | 42.0% | ||
| Q2 24 | 20.8% | 45.2% |
资本支出强度PLTRUI
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 0.4% | ||
| Q3 25 | 0.6% | 0.7% | ||
| Q2 25 | 0.8% | 0.7% | ||
| Q1 25 | 0.7% | 0.4% | ||
| Q4 24 | 0.4% | 0.3% | ||
| Q3 24 | 0.5% | 0.5% | ||
| Q2 24 | 0.4% | 0.4% |
现金转化率PLTRUI
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.28× | 1.13× | ||
| Q3 25 | 1.07× | 0.95× | ||
| Q2 25 | 1.65× | 0.49× | ||
| Q1 25 | 1.45× | 0.68× | ||
| Q4 24 | 5.83× | 1.11× | ||
| Q3 24 | 2.92× | 1.83× | ||
| Q2 24 | 1.08× | 2.23× |
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
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
