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Allot Ltd.（ALLT）与Arista Networks（ANET）财务数据对比。点击上方公司名可切换其他公司
Arista Networks的季度营收约是Allot Ltd.的103.4倍（$2.5B vs $24.1M）。Arista Networks净利率更高（38.4% vs -7.0%，领先45.4%）。Arista Networks同比增速更快（28.9% vs 8.5%）
Allot Ltd.是一家以色列高科技企业，前身为Allot Communications，核心业务为电信软件开发，公司总部设于以色列霍德哈沙伦，在通信技术软件领域拥有深厚的技术积累。
Arista Networks是总部位于美国加利福尼亚州圣克拉拉的计算机网络企业，专注于设计销售多层网络交换机，为大型数据中心、云计算、高性能计算、高频交易等场景提供软件定义网络（SDN）解决方案，旗下拥有10G至800G系列低延迟直通以太网交换机，搭载自研基于Linux的可扩展操作系统EOS。
ALLT vs ANET — 直观对比
营收规模更大
ANET
是对方的103.4倍
$24.1M
营收增速更快
ANET
高出20.4%
8.5%
净利率更高
ANET
高出45.4%
-7.0%
损益表 — Q2 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $24.1M | $2.5B |
| 净利润 | $-1.7M | $955.8M |
| 毛利率 | 72.1% | 62.9% |
| 营业利润率 | -1.7% | 41.5% |
| 净利率 | -7.0% | 38.4% |
| 营收同比 | 8.5% | 28.9% |
| 净利润同比 | 49.6% | 19.3% |
| 每股收益（稀释后） | $-0.04 | $0.74 |
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ALLTANET
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $24.1M | $2.2B | ||
| Q1 25 | $23.1M | $2.0B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $22.2M | $1.7B | ||
| Q1 24 | — | $1.6B |
净利润ALLTANET
| Q4 25 | — | $955.8M | ||
| Q3 25 | — | $853.0M | ||
| Q2 25 | $-1.7M | $888.8M | ||
| Q1 25 | $-332.0K | $813.8M | ||
| Q4 24 | — | $801.0M | ||
| Q3 24 | — | $747.9M | ||
| Q2 24 | $-3.4M | $665.4M | ||
| Q1 24 | — | $637.7M |
毛利率ALLTANET
| Q4 25 | — | 62.9% | ||
| Q3 25 | — | 64.6% | ||
| Q2 25 | 72.1% | 65.2% | ||
| Q1 25 | 69.3% | 63.7% | ||
| Q4 24 | — | 63.8% | ||
| Q3 24 | — | 64.2% | ||
| Q2 24 | 68.5% | 64.9% | ||
| Q1 24 | — | 63.7% |
营业利润率ALLTANET
| Q4 25 | — | 41.5% | ||
| Q3 25 | — | 42.4% | ||
| Q2 25 | -1.7% | 44.7% | ||
| Q1 25 | -3.1% | 42.8% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 43.4% | ||
| Q2 24 | -15.2% | 41.4% | ||
| Q1 24 | — | 42.0% |
净利率ALLTANET
| Q4 25 | — | 38.4% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | -7.0% | 40.3% | ||
| Q1 25 | -1.4% | 40.6% | ||
| Q4 24 | — | 41.5% | ||
| Q3 24 | — | 41.3% | ||
| Q2 24 | -15.1% | 39.4% | ||
| Q1 24 | — | 40.6% |
每股收益（稀释后）ALLTANET
| Q4 25 | — | $0.74 | ||
| Q3 25 | — | $0.67 | ||
| Q2 25 | $-0.04 | $0.70 | ||
| Q1 25 | $-0.01 | $0.64 | ||
| Q4 24 | — | $-4.17 | ||
| Q3 24 | — | $2.33 | ||
| Q2 24 | $-0.09 | $2.08 | ||
| Q1 24 | — | $1.99 |
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 | $60.1M | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $99.7M | $12.4B |
| 总资产 | $154.1M | $19.4B |
| 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ALLTANET
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $60.1M | $2.2B | ||
| Q1 25 | $10.1M | $1.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | $15.9M | $2.4B | ||
| Q1 24 | — | $2.1B |
股东权益ALLTANET
| Q4 25 | — | $12.4B | ||
| Q3 25 | — | $11.9B | ||
| Q2 25 | $99.7M | $10.9B | ||
| Q1 25 | $50.0M | $10.1B | ||
| Q4 24 | — | $10.0B | ||
| Q3 24 | — | $9.2B | ||
| Q2 24 | $46.7M | $8.4B | ||
| Q1 24 | — | $7.9B |
总资产ALLTANET
| Q4 25 | — | $19.4B | ||
| Q3 25 | — | $18.0B | ||
| Q2 25 | $154.1M | $16.5B | ||
| Q1 25 | $140.3M | $14.5B | ||
| Q4 24 | — | $14.0B | ||
| Q3 24 | — | $12.8B | ||
| Q2 24 | $132.5M | $11.6B | ||
| Q1 24 | — | $10.6B |
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 | $4.4M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $4.0M | — |
| 自由现金流率自由现金流/营收 | 16.5% | — |
| 资本支出强度资本支出/营收 | 1.7% | — |
| 现金转化率经营现金流/净利润 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | $-6.0M | — |
8季度趋势，按日历期对齐
经营现金流ALLTANET
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $4.4M | $1.2B | ||
| Q1 25 | $1.7M | $641.7M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $1.2M | $989.0M | ||
| Q1 24 | — | $513.8M |
自由现金流ALLTANET
| Q4 25 | — | — | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $4.0M | $1.2B | ||
| Q1 25 | $1.4M | $613.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $217.0K | $985.9M | ||
| Q1 24 | — | $504.4M |
自由现金流率ALLTANET
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | 16.5% | 53.3% | ||
| Q1 25 | 6.1% | 30.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 64.5% | ||
| Q2 24 | 1.0% | 58.3% | ||
| Q1 24 | — | 32.1% |
资本支出强度ALLTANET
| Q4 25 | — | — | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | 1.7% | 1.1% | ||
| Q1 25 | 1.2% | 1.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | 4.3% | 0.2% | ||
| Q1 24 | — | 0.6% |
现金转化率ALLTANET
| Q4 25 | — | 1.32× | ||
| Q3 25 | — | 1.49× | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | — | 0.79× | ||
| Q4 24 | — | 1.29× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 1.49× | ||
| Q1 24 | — | 0.81× |
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
ALLT
暂无分部数据
ANET
| Products | $2.1B | 84% |
| Services | $392.1M | 16% |
