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Arbe Robotics Ltd.（ARBE）与Samsara Inc.（IOT）财务数据对比。点击上方公司名可切换其他公司
Samsara Inc.的季度营收约是Arbe Robotics Ltd.的908.2倍（$416.0M vs $458.0K）。Samsara Inc.净利率更高（1.9% vs -2218.6%，领先2220.4%）。Samsara Inc.自由现金流更多（$55.8M vs $-9.0M）
Arbe Robotics Ltd.是一家总部位于以色列特拉维夫的科技企业，专注于为高级驾驶辅助系统与自动驾驶车辆研发4D成像雷达芯片组及感知解决方案，目前公司在纳斯达克交易所与特拉维夫交易所挂牌上市，股票代码为ARBE。
Samsara Inc.是总部位于美国加利福尼亚州旧金山的物联网企业，专注为实体运营场景提供车联网软件及数据分析服务，客户覆盖北美、欧洲多地。旗下互联运营云平台服务交通、建筑、能源、公用事业、公共部门、零售等领域，助力提升运营的安全性与效率。
ARBE vs IOT — 直观对比
营收规模更大
IOT
是对方的908.2倍
$458.0K
净利率更高
IOT
高出2220.4%
-2218.6%
自由现金流更多
IOT
多$64.9M
$-9.0M
损益表 — Q4 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $458.0K | $416.0M |
| 净利润 | $-10.2M | $7.8M |
| 毛利率 | -16.6% | 76.7% |
| 营业利润率 | -2528.8% | -0.4% |
| 净利率 | -2218.6% | 1.9% |
| 营收同比 | — | 29.2% |
| 净利润同比 | — | 120.5% |
| 每股收益（稀释后） | $-0.09 | $0.01 |
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ARBEIOT
| Q4 25 | $458.0K | $416.0M | ||
| Q3 25 | $254.0K | $391.5M | ||
| Q2 25 | $274.0K | $366.9M | ||
| Q1 25 | $40.0K | $346.3M | ||
| Q4 24 | — | $322.0M | ||
| Q3 24 | $123.0K | $300.2M | ||
| Q2 24 | — | $280.7M | ||
| Q1 24 | — | $276.3M |
净利润ARBEIOT
| Q4 25 | $-10.2M | $7.8M | ||
| Q3 25 | $-11.0M | $-16.8M | ||
| Q2 25 | $-10.2M | $-22.1M | ||
| Q1 25 | $-13.8M | $-11.2M | ||
| Q4 24 | — | $-37.8M | ||
| Q3 24 | $-12.6M | $-49.6M | ||
| Q2 24 | — | $-56.3M | ||
| Q1 24 | — | $-113.4M |
毛利率ARBEIOT
| Q4 25 | -16.6% | 76.7% | ||
| Q3 25 | -95.7% | 76.9% | ||
| Q2 25 | -67.5% | 77.3% | ||
| Q1 25 | -745.0% | 76.8% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | -220.3% | 75.6% | ||
| Q2 24 | — | 75.6% | ||
| Q1 24 | — | 75.0% |
营业利润率ARBEIOT
| Q4 25 | -2528.8% | -0.4% | ||
| Q3 25 | -4531.9% | -6.8% | ||
| Q2 25 | -4189.8% | -9.1% | ||
| Q1 25 | -33402.5% | -5.3% | ||
| Q4 24 | — | -14.7% | ||
| Q3 24 | -10119.5% | -19.4% | ||
| Q2 24 | — | -23.5% | ||
| Q1 24 | — | -44.5% |
净利率ARBEIOT
| Q4 25 | -2218.6% | 1.9% | ||
| Q3 25 | -4344.5% | -4.3% | ||
| Q2 25 | -3707.3% | -6.0% | ||
| Q1 25 | -34545.0% | -3.2% | ||
| Q4 24 | — | -11.7% | ||
| Q3 24 | -10222.8% | -16.5% | ||
| Q2 24 | — | -20.1% | ||
| Q1 24 | — | -41.0% |
每股收益（稀释后）ARBEIOT
| Q4 25 | $-0.09 | $0.01 | ||
| Q3 25 | $-0.10 | $-0.03 | ||
| Q2 25 | $-0.09 | $-0.04 | ||
| Q1 25 | $-0.13 | $-0.02 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | $-0.19 | $-0.09 | ||
| Q2 24 | — | $-0.10 | ||
| Q1 24 | — | $-0.22 |
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 | $44.7M | $275.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $39.6M | $1.3B |
| 总资产 | $73.8M | $2.3B |
| 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ARBEIOT
| Q4 25 | $44.7M | $275.1M | ||
| Q3 25 | $52.3M | $258.5M | ||
| Q2 25 | $6.6M | $259.0M | ||
| Q1 25 | $6.9M | $227.6M | ||
| Q4 24 | — | $160.3M | ||
| Q3 24 | $18.8M | $159.3M | ||
| Q2 24 | — | $162.5M | ||
| Q1 24 | — | $135.5M |
股东权益ARBEIOT
| Q4 25 | $39.6M | $1.3B | ||
| Q3 25 | $49.1M | $1.2B | ||
| Q2 25 | $58.0M | $1.1B | ||
| Q1 25 | $65.7M | $1.1B | ||
| Q4 24 | — | $999.1M | ||
| Q3 24 | $17.2M | $964.7M | ||
| Q2 24 | — | $923.9M | ||
| Q1 24 | — | $915.1M |
总资产ARBEIOT
| Q4 25 | $73.8M | $2.3B | ||
| Q3 25 | $66.1M | $2.2B | ||
| Q2 25 | $75.8M | $2.1B | ||
| Q1 25 | $85.0M | $2.0B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $55.5M | $1.8B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.7B |
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 | $-9.0M | $63.7M |
| 自由现金流经营现金流 - 资本支出 | $-9.0M | $55.8M |
| 自由现金流率自由现金流/营收 | -1974.7% | 13.4% |
| 资本支出强度资本支出/营收 | 6.3% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 8.20× |
| 过去12个月自由现金流最近4个季度 | $-38.4M | $194.2M |
8季度趋势，按日历期对齐
经营现金流ARBEIOT
| Q4 25 | $-9.0M | $63.7M | ||
| Q3 25 | $-11.1M | $50.2M | ||
| Q2 25 | $-11.8M | $52.6M | ||
| Q1 25 | $-6.2M | $53.9M | ||
| Q4 24 | — | $36.0M | ||
| Q3 24 | $-7.8M | $18.1M | ||
| Q2 24 | — | $23.7M | ||
| Q1 24 | — | $-41.9M |
自由现金流ARBEIOT
| Q4 25 | $-9.0M | $55.8M | ||
| Q3 25 | $-11.3M | $44.2M | ||
| Q2 25 | $-11.8M | $45.7M | ||
| Q1 25 | $-6.2M | $48.5M | ||
| Q4 24 | — | $31.2M | ||
| Q3 24 | $-7.9M | $13.1M | ||
| Q2 24 | — | $18.6M | ||
| Q1 24 | — | $-44.0M |
自由现金流率ARBEIOT
| Q4 25 | -1974.7% | 13.4% | ||
| Q3 25 | -4448.8% | 11.3% | ||
| Q2 25 | -4319.3% | 12.5% | ||
| Q1 25 | -15617.5% | 14.0% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | -6408.9% | 4.4% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | -15.9% |
资本支出强度ARBEIOT
| Q4 25 | 6.3% | 1.9% | ||
| Q3 25 | 60.2% | 1.5% | ||
| Q2 25 | 21.5% | 1.9% | ||
| Q1 25 | 62.5% | 1.5% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | 96.7% | 1.7% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 0.8% |
现金转化率ARBEIOT
| Q4 25 | — | 8.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| 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
