vs
Ametek（AME）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
Ametek的季度营收约是Arlo Technologies, Inc.的14.1倍（$2.0B vs $141.3M）。Ametek净利率更高（19.9% vs 4.1%，领先15.9%）。Arlo Technologies, Inc.同比增速更快（16.2% vs 13.4%）。过去两年Ametek的营收复合增速更高（7.3% vs 6.7%）
AMETEK Inc.是美国跨国综合企业，为全球知名的电子仪器及机电设备设计商与制造商，总部位于美国，在全球范围内设有超过150个运营站点，业务覆盖多个国家和地区，为各行业客户提供高性能的相关产品及配套解决方案。
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。
AME vs ARLO — 直观对比
营收规模更大
AME
是对方的14.1倍
$141.3M
营收增速更快
ARLO
高出2.8%
13.4%
净利率更高
AME
高出15.9%
4.1%
两年增速更快
AME
近两年复合增速
6.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $141.3M |
| 净利润 | $398.6M | $5.8M |
| 毛利率 | 36.0% | 46.4% |
| 营业利润率 | 25.3% | 3.3% |
| 净利率 | 19.9% | 4.1% |
| 营收同比 | 13.4% | 16.2% |
| 净利润同比 | 2.9% | 218.6% |
| 每股收益（稀释后） | $1.73 | $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AMEARLO
| Q4 25 | $2.0B | $141.3M | ||
| Q3 25 | $1.9B | $139.5M | ||
| Q2 25 | $1.8B | $129.4M | ||
| Q1 25 | $1.7B | $119.1M | ||
| Q4 24 | $1.8B | $121.6M | ||
| Q3 24 | $1.7B | $137.7M | ||
| Q2 24 | $1.7B | $127.4M | ||
| Q1 24 | $1.7B | $124.2M |
净利润AMEARLO
| Q4 25 | $398.6M | $5.8M | ||
| Q3 25 | $371.4M | $6.9M | ||
| Q2 25 | $358.4M | $3.1M | ||
| Q1 25 | $351.8M | $-835.0K | ||
| Q4 24 | $387.3M | $-4.9M | ||
| Q3 24 | $340.2M | $-4.4M | ||
| Q2 24 | $337.7M | $-11.6M | ||
| Q1 24 | $310.9M | $-9.6M |
毛利率AMEARLO
| Q4 25 | 36.0% | 46.4% | ||
| Q3 25 | 36.3% | 40.5% | ||
| Q2 25 | 35.8% | 44.9% | ||
| Q1 25 | 36.1% | 44.3% | ||
| Q4 24 | 36.6% | 36.9% | ||
| Q3 24 | 36.0% | 35.2% | ||
| Q2 24 | 36.0% | 36.8% | ||
| Q1 24 | 34.1% | 38.1% |
营业利润率AMEARLO
| Q4 25 | 25.3% | 3.3% | ||
| Q3 25 | 25.8% | 0.6% | ||
| Q2 25 | 26.0% | 1.5% | ||
| Q1 25 | 26.3% | -1.2% | ||
| Q4 24 | 26.6% | -5.0% | ||
| Q3 24 | 26.1% | -4.0% | ||
| Q2 24 | 25.8% | -10.0% | ||
| Q1 24 | 24.0% | -8.5% |
净利率AMEARLO
| Q4 25 | 19.9% | 4.1% | ||
| Q3 25 | 19.6% | 4.9% | ||
| Q2 25 | 20.2% | 2.4% | ||
| Q1 25 | 20.3% | -0.7% | ||
| Q4 24 | 22.0% | -4.0% | ||
| Q3 24 | 19.9% | -3.2% | ||
| Q2 24 | 19.5% | -9.1% | ||
| Q1 24 | 17.9% | -7.8% |
每股收益（稀释后）AMEARLO
| Q4 25 | $1.73 | $0.06 | ||
| Q3 25 | $1.60 | $0.06 | ||
| Q2 25 | $1.55 | $0.03 | ||
| Q1 25 | $1.52 | $-0.01 | ||
| Q4 24 | $1.67 | $-0.05 | ||
| Q3 24 | $1.47 | $-0.04 | ||
| Q2 24 | $1.45 | $-0.12 | ||
| Q1 24 | $1.34 | $-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 | $458.0M | $146.4M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $127.8M |
| 总资产 | $16.1B | $310.5M |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势，按日历期对齐
现金及短期投资AMEARLO
| Q4 25 | $458.0M | $146.4M | ||
| Q3 25 | $439.2M | $86.0M | ||
| Q2 25 | $619.7M | $71.2M | ||
| Q1 25 | $399.0M | $84.0M | ||
| Q4 24 | $374.0M | $82.0M | ||
| Q3 24 | $396.3M | $77.0M | ||
| Q2 24 | $396.6M | $62.9M | ||
| Q1 24 | $373.8M | $62.1M |
总债务AMEARLO
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEARLO
| Q4 25 | $10.6B | $127.8M | ||
| Q3 25 | $10.5B | $129.2M | ||
| Q2 25 | $10.4B | $118.3M | ||
| Q1 25 | $10.0B | $103.4M | ||
| Q4 24 | $9.7B | $100.9M | ||
| Q3 24 | $9.6B | $96.9M | ||
| Q2 24 | $9.3B | $99.3M | ||
| Q1 24 | $9.0B | $99.9M |
总资产AMEARLO
| Q4 25 | $16.1B | $310.5M | ||
| Q3 25 | $16.2B | $350.9M | ||
| Q2 25 | $15.3B | $319.7M | ||
| Q1 25 | $14.9B | $296.6M | ||
| Q4 24 | $14.6B | $298.4M | ||
| Q3 24 | $14.8B | $312.4M | ||
| Q2 24 | $14.8B | $295.8M | ||
| Q1 24 | $14.9B | $289.8M |
负债/权益比AMEARLO
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $584.3M | $19.8M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | — |
| 自由现金流率自由现金流/营收 | 26.4% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 1.47× | 3.43× |
| 过去12个月自由现金流最近4个季度 | $1.7B | — |
8季度趋势，按日历期对齐
经营现金流AMEARLO
| Q4 25 | $584.3M | $19.8M | ||
| Q3 25 | $440.9M | $19.2M | ||
| Q2 25 | $359.1M | $8.8M | ||
| Q1 25 | $417.5M | $30.9M | ||
| Q4 24 | $550.0M | $6.7M | ||
| Q3 24 | $487.2M | $18.4M | ||
| Q2 24 | $381.4M | $6.5M | ||
| Q1 24 | $410.2M | $19.8M |
自由现金流AMEARLO
| Q4 25 | $527.3M | — | ||
| Q3 25 | $420.0M | — | ||
| Q2 25 | $329.8M | — | ||
| Q1 25 | $394.5M | $28.1M | ||
| Q4 24 | $498.3M | $5.6M | ||
| Q3 24 | $460.9M | $17.4M | ||
| Q2 24 | $360.0M | $6.2M | ||
| Q1 24 | $382.6M | $19.4M |
自由现金流率AMEARLO
| Q4 25 | 26.4% | — | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 18.5% | — | ||
| Q1 25 | 22.8% | 23.6% | ||
| Q4 24 | 28.3% | 4.6% | ||
| Q3 24 | 27.0% | 12.6% | ||
| Q2 24 | 20.8% | 4.8% | ||
| Q1 24 | 22.0% | 15.7% |
资本支出强度AMEARLO
| Q4 25 | 2.9% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 1.3% | 2.4% | ||
| Q4 24 | 2.9% | 0.9% | ||
| Q3 24 | 1.5% | 0.7% | ||
| Q2 24 | 1.2% | 0.2% | ||
| Q1 24 | 1.6% | 0.3% |
现金转化率AMEARLO
| Q4 25 | 1.47× | 3.43× | ||
| Q3 25 | 1.19× | 2.79× | ||
| Q2 25 | 1.00× | 2.83× | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.32× | — |
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
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
ARLO
| Subscriptions And Services | $89.4M | 63% |
| Products | $51.9M | 37% |
