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Arlo Technologies, Inc.（ARLO）与AerSale Corp（ASLE）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AerSale Corp的1.6倍（$141.3M vs $90.9M），AerSale Corp净利率更高（5.9% vs 4.1%，领先1.9%），Arlo Technologies, Inc.同比增速更快（16.2% vs -4.0%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs 0.2%）
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。
AerSale Corp总部位于美国佛罗里达州多拉市，是一家面向航空领域的全球供应商，主要为客运及货运航空公司、政府机构、跨国整机制造商与独立维修机构提供商用喷气飞机二手整机、发动机、航空耗材，并提供航空工程服务，同时该公司也是飞机机队回收协会的成员企业。
ARLO vs ASLE — 直观对比
营收规模更大
ARLO
是对方的1.6倍
$90.9M
营收增速更快
ARLO
高出20.2%
-4.0%
净利率更高
ASLE
高出1.9%
4.1%
两年增速更快
ARLO
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $90.9M |
| 净利润 | $5.8M | $5.4M |
| 毛利率 | 46.4% | 34.1% |
| 营业利润率 | 3.3% | 7.8% |
| 净利率 | 4.1% | 5.9% |
| 营收同比 | 16.2% | -4.0% |
| 净利润同比 | 218.6% | 99.7% |
| 每股收益（稀释后） | $0.06 | $0.10 |
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ARLOASLE
| Q4 25 | $141.3M | $90.9M | ||
| Q3 25 | $139.5M | $71.2M | ||
| Q2 25 | $129.4M | $107.4M | ||
| Q1 25 | $119.1M | $65.8M | ||
| Q4 24 | $121.6M | $94.7M | ||
| Q3 24 | $137.7M | $82.7M | ||
| Q2 24 | $127.4M | $77.1M | ||
| Q1 24 | $124.2M | $90.5M |
净利润ARLOASLE
| Q4 25 | $5.8M | $5.4M | ||
| Q3 25 | $6.9M | $-120.0K | ||
| Q2 25 | $3.1M | $8.6M | ||
| Q1 25 | $-835.0K | $-5.3M | ||
| Q4 24 | $-4.9M | $2.7M | ||
| Q3 24 | $-4.4M | $509.0K | ||
| Q2 24 | $-11.6M | $-3.6M | ||
| Q1 24 | $-9.6M | $6.3M |
毛利率ARLOASLE
| Q4 25 | 46.4% | 34.1% | ||
| Q3 25 | 40.5% | 30.2% | ||
| Q2 25 | 44.9% | 32.9% | ||
| Q1 25 | 44.3% | 27.3% | ||
| Q4 24 | 36.9% | 31.4% | ||
| Q3 24 | 35.2% | 28.6% | ||
| Q2 24 | 36.8% | 28.2% | ||
| Q1 24 | 38.1% | 31.8% |
营业利润率ARLOASLE
| Q4 25 | 3.3% | 7.8% | ||
| Q3 25 | 0.6% | 4.0% | ||
| Q2 25 | 1.5% | 11.7% | ||
| Q1 25 | -1.2% | -10.1% | ||
| Q4 24 | -5.0% | 5.2% | ||
| Q3 24 | -4.0% | 2.4% | ||
| Q2 24 | -10.0% | -2.4% | ||
| Q1 24 | -8.5% | 5.2% |
净利率ARLOASLE
| Q4 25 | 4.1% | 5.9% | ||
| Q3 25 | 4.9% | -0.2% | ||
| Q2 25 | 2.4% | 8.0% | ||
| Q1 25 | -0.7% | -8.0% | ||
| Q4 24 | -4.0% | 2.9% | ||
| Q3 24 | -3.2% | 0.6% | ||
| Q2 24 | -9.1% | -4.7% | ||
| Q1 24 | -7.8% | 6.9% |
每股收益（稀释后）ARLOASLE
| Q4 25 | $0.06 | $0.10 | ||
| Q3 25 | $0.06 | $0.00 | ||
| Q2 25 | $0.03 | $0.18 | ||
| Q1 25 | $-0.01 | $-0.10 | ||
| Q4 24 | $-0.05 | $0.05 | ||
| Q3 24 | $-0.04 | $0.01 | ||
| Q2 24 | $-0.12 | $-0.07 | ||
| Q1 24 | $-0.10 | $0.12 |
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 | $146.4M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $127.8M | $424.4M |
| 总资产 | $310.5M | $640.5M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ARLOASLE
| Q4 25 | $146.4M | $4.4M | ||
| Q3 25 | $86.0M | $5.3M | ||
| Q2 25 | $71.2M | $5.7M | ||
| Q1 25 | $84.0M | $4.7M | ||
| Q4 24 | $82.0M | $4.7M | ||
| Q3 24 | $77.0M | $9.8M | ||
| Q2 24 | $62.9M | $4.3M | ||
| Q1 24 | $62.1M | $2.6M |
总债务ARLOASLE
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | — | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K | ||
| Q1 24 | — | $3.5M |
股东权益ARLOASLE
| Q4 25 | $127.8M | $424.4M | ||
| Q3 25 | $129.2M | $417.1M | ||
| Q2 25 | $118.3M | $415.9M | ||
| Q1 25 | $103.4M | $406.5M | ||
| Q4 24 | $100.9M | $455.6M | ||
| Q3 24 | $96.9M | $451.5M | ||
| Q2 24 | $99.3M | $449.8M | ||
| Q1 24 | $99.9M | $452.0M |
总资产ARLOASLE
| Q4 25 | $310.5M | $640.5M | ||
| Q3 25 | $350.9M | $646.3M | ||
| Q2 25 | $319.7M | $646.7M | ||
| Q1 25 | $296.6M | $646.1M | ||
| Q4 24 | $298.4M | $604.7M | ||
| Q3 24 | $312.4M | $601.5M | ||
| Q2 24 | $295.8M | $598.7M | ||
| Q1 24 | $289.8M | $571.7M |
负债/权益比ARLOASLE
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.01× |
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 | $19.8M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | — | $9.8M |
| 自由现金流率自由现金流/营收 | — | 10.8% |
| 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 | 3.43× | 2.11× |
| 过去12个月自由现金流最近4个季度 | — | $-29.1M |
8季度趋势，按日历期对齐
经营现金流ARLOASLE
| Q4 25 | $19.8M | $11.4M | ||
| Q3 25 | $19.2M | $-8.9M | ||
| Q2 25 | $8.8M | $19.8M | ||
| Q1 25 | $30.9M | $-45.2M | ||
| Q4 24 | $6.7M | $37.5M | ||
| Q3 24 | $18.4M | $10.4M | ||
| Q2 24 | $6.5M | $-15.3M | ||
| Q1 24 | $19.8M | $-21.5M |
自由现金流ARLOASLE
| Q4 25 | — | $9.8M | ||
| Q3 25 | — | $-9.8M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | $28.1M | $-47.6M | ||
| Q4 24 | $5.6M | $32.3M | ||
| Q3 24 | $17.4M | $8.9M | ||
| Q2 24 | $6.2M | $-18.9M | ||
| Q1 24 | $19.4M | $-25.0M |
自由现金流率ARLOASLE
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -13.8% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | 23.6% | -72.4% | ||
| Q4 24 | 4.6% | 34.0% | ||
| Q3 24 | 12.6% | 10.7% | ||
| Q2 24 | 4.8% | -24.6% | ||
| Q1 24 | 15.7% | -27.7% |
资本支出强度ARLOASLE
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | 2.4% | 3.7% | ||
| Q4 24 | 0.9% | 5.6% | ||
| Q3 24 | 0.7% | 1.9% | ||
| Q2 24 | 0.2% | 4.7% | ||
| Q1 24 | 0.3% | 3.9% |
现金转化率ARLOASLE
| Q4 25 | 3.43× | 2.11× | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.42× |
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
ARLO
| Subscriptions And Services | $89.4M | 63% |
| Products | $51.9M | 37% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
