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安霸（AMBA）与Arlo Technologies, Inc.（ARLO）财务数据对比。点击上方公司名可切换其他公司
Arlo Technologies, Inc.的季度营收约是安霸的1.3倍（$141.3M vs $108.5M），Arlo Technologies, Inc.净利率更高（4.1% vs -13.9%，领先18.0%），安霸同比增速更快（31.2% vs 16.2%），过去两年安霸的营收复合增速更高（45.0% vs 6.7%）
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
Arlo Technologies是一家专注于无线监控摄像头研发生产的美国企业。在2018年8月于纽交所完成首次公开募股之前，Arlo一直是网件（Netgear）旗下的监控产品品牌，IPO之后网件仍持有该公司多数控制权。
AMBA vs ARLO — 直观对比
营收规模更大
ARLO
是对方的1.3倍
$108.5M
营收增速更快
AMBA
高出15.0%
16.2%
净利率更高
ARLO
高出18.0%
-13.9%
两年增速更快
AMBA
近两年复合增速
6.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $141.3M |
| 净利润 | $-15.1M | $5.8M |
| 毛利率 | 59.6% | 46.4% |
| 营业利润率 | -15.0% | 3.3% |
| 净利率 | -13.9% | 4.1% |
| 营收同比 | 31.2% | 16.2% |
| 净利润同比 | 37.2% | 218.6% |
| 每股收益（稀释后） | $-0.35 | $0.06 |
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AMBAARLO
| Q4 25 | $108.5M | $141.3M | ||
| Q3 25 | $95.5M | $139.5M | ||
| Q2 25 | $85.9M | $129.4M | ||
| Q1 25 | $84.0M | $119.1M | ||
| Q4 24 | $82.7M | $121.6M | ||
| Q3 24 | $63.7M | $137.7M | ||
| Q2 24 | $54.5M | $127.4M | ||
| Q1 24 | $51.6M | $124.2M |
净利润AMBAARLO
| Q4 25 | $-15.1M | $5.8M | ||
| Q3 25 | $-20.0M | $6.9M | ||
| Q2 25 | $-24.3M | $3.1M | ||
| Q1 25 | $-20.2M | $-835.0K | ||
| Q4 24 | $-24.1M | $-4.9M | ||
| Q3 24 | $-34.9M | $-4.4M | ||
| Q2 24 | $-37.9M | $-11.6M | ||
| Q1 24 | $-60.6M | $-9.6M |
毛利率AMBAARLO
| Q4 25 | 59.6% | 46.4% | ||
| Q3 25 | 58.9% | 40.5% | ||
| Q2 25 | 60.0% | 44.9% | ||
| Q1 25 | 60.0% | 44.3% | ||
| Q4 24 | 60.6% | 36.9% | ||
| Q3 24 | 60.8% | 35.2% | ||
| Q2 24 | 60.9% | 36.8% | ||
| Q1 24 | 59.8% | 38.1% |
营业利润率AMBAARLO
| Q4 25 | -15.0% | 3.3% | ||
| Q3 25 | -23.0% | 0.6% | ||
| Q2 25 | -30.1% | 1.5% | ||
| Q1 25 | -30.2% | -1.2% | ||
| Q4 24 | -30.9% | -5.0% | ||
| Q3 24 | -56.9% | -4.0% | ||
| Q2 24 | -72.4% | -10.0% | ||
| Q1 24 | -80.8% | -8.5% |
净利率AMBAARLO
| Q4 25 | -13.9% | 4.1% | ||
| Q3 25 | -20.9% | 4.9% | ||
| Q2 25 | -28.3% | 2.4% | ||
| Q1 25 | -24.1% | -0.7% | ||
| Q4 24 | -29.1% | -4.0% | ||
| Q3 24 | -54.8% | -3.2% | ||
| Q2 24 | -69.6% | -9.1% | ||
| Q1 24 | -117.4% | -7.8% |
每股收益（稀释后）AMBAARLO
| Q4 25 | $-0.35 | $0.06 | ||
| Q3 25 | $-0.47 | $0.06 | ||
| Q2 25 | $-0.58 | $0.03 | ||
| Q1 25 | $-0.48 | $-0.01 | ||
| Q4 24 | $-0.58 | $-0.05 | ||
| Q3 24 | $-0.85 | $-0.04 | ||
| Q2 24 | $-0.93 | $-0.12 | ||
| Q1 24 | $-1.51 | $-0.10 |
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 | $174.1M | $146.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $127.8M |
| 总资产 | $751.9M | $310.5M |
| 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AMBAARLO
| Q4 25 | $174.1M | $146.4M | ||
| Q3 25 | $142.7M | $86.0M | ||
| Q2 25 | $141.3M | $71.2M | ||
| Q1 25 | $144.6M | $84.0M | ||
| Q4 24 | $127.1M | $82.0M | ||
| Q3 24 | $153.9M | $77.0M | ||
| Q2 24 | $131.8M | $62.9M | ||
| Q1 24 | $144.9M | $62.1M |
股东权益AMBAARLO
| Q4 25 | $590.1M | $127.8M | ||
| Q3 25 | $576.5M | $129.2M | ||
| Q2 25 | $572.7M | $118.3M | ||
| Q1 25 | $561.4M | $103.4M | ||
| Q4 24 | $554.3M | $100.9M | ||
| Q3 24 | $547.6M | $96.9M | ||
| Q2 24 | $555.4M | $99.3M | ||
| Q1 24 | $559.9M | $99.9M |
总资产AMBAARLO
| Q4 25 | $751.9M | $310.5M | ||
| Q3 25 | $706.4M | $350.9M | ||
| Q2 25 | $701.9M | $319.7M | ||
| Q1 25 | $689.0M | $296.6M | ||
| Q4 24 | $670.8M | $298.4M | ||
| Q3 24 | $650.3M | $312.4M | ||
| Q2 24 | $638.7M | $295.8M | ||
| Q1 24 | $657.7M | $289.8M |
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 | $34.3M | $19.8M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | — |
| 自由现金流率自由现金流/营收 | 29.0% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | — | 3.43× |
| 过去12个月自由现金流最近4个季度 | $64.3M | — |
8季度趋势，按日历期对齐
经营现金流AMBAARLO
| Q4 25 | $34.3M | $19.8M | ||
| Q3 25 | $5.5M | $19.2M | ||
| Q2 25 | $14.8M | $8.8M | ||
| Q1 25 | $25.4M | $30.9M | ||
| Q4 24 | $6.6M | $6.7M | ||
| Q3 24 | $16.7M | $18.4M | ||
| Q2 24 | $-15.0M | $6.5M | ||
| Q1 24 | $-4.0M | $19.8M |
自由现金流AMBAARLO
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | $28.1M | ||
| Q4 24 | $4.1M | $5.6M | ||
| Q3 24 | $14.2M | $17.4M | ||
| Q2 24 | $-16.1M | $6.2M | ||
| Q1 24 | $-6.0M | $19.4M |
自由现金流率AMBAARLO
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | 23.6% | ||
| Q4 24 | 5.0% | 4.6% | ||
| Q3 24 | 22.2% | 12.6% | ||
| Q2 24 | -29.5% | 4.8% | ||
| Q1 24 | -11.6% | 15.7% |
资本支出强度AMBAARLO
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | 2.4% | ||
| Q4 24 | 3.0% | 0.9% | ||
| Q3 24 | 4.0% | 0.7% | ||
| Q2 24 | 2.1% | 0.2% | ||
| Q1 24 | 3.7% | 0.3% |
现金转化率AMBAARLO
| Q4 25 | — | 3.43× | ||
| Q3 25 | — | 2.79× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
ARLO
| Subscriptions And Services | $89.4M | 63% |
| Products | $51.9M | 37% |
