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Arlo Technologies, Inc.（ARLO）与Doximity, Inc.（DOCS）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是Arlo Technologies, Inc.的1.3倍（$185.1M vs $141.3M），Doximity, Inc.净利率更高（33.3% vs 4.1%，领先29.2%），Arlo Technologies, Inc.同比增速更快（16.2% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 6.7%）
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。
Doximity Inc成立于2010年，是面向医疗专业人士的线上社交服务平台，为平台会员提供精选医疗资讯、远程医疗工具，以及病例协作相关功能，助力医疗从业者高效交流信息、开展诊疗相关工作。
ARLO vs DOCS — 直观对比
营收规模更大
DOCS
是对方的1.3倍
$141.3M
营收增速更快
ARLO
高出6.5%
9.8%
净利率更高
DOCS
高出29.2%
4.1%
两年增速更快
DOCS
近两年复合增速
6.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $185.1M |
| 净利润 | $5.8M | $61.6M |
| 毛利率 | 46.4% | 89.9% |
| 营业利润率 | 3.3% | 38.9% |
| 净利率 | 4.1% | 33.3% |
| 营收同比 | 16.2% | 9.8% |
| 净利润同比 | 218.6% | -18.1% |
| 每股收益（稀释后） | $0.06 | $0.31 |
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ARLODOCS
| Q4 25 | $141.3M | $185.1M | ||
| Q3 25 | $139.5M | $168.5M | ||
| Q2 25 | $129.4M | $145.9M | ||
| Q1 25 | $119.1M | $138.3M | ||
| Q4 24 | $121.6M | $168.6M | ||
| Q3 24 | $137.7M | $136.8M | ||
| Q2 24 | $127.4M | $126.7M | ||
| Q1 24 | $124.2M | $118.1M |
净利润ARLODOCS
| Q4 25 | $5.8M | $61.6M | ||
| Q3 25 | $6.9M | $62.1M | ||
| Q2 25 | $3.1M | $53.3M | ||
| Q1 25 | $-835.0K | $62.5M | ||
| Q4 24 | $-4.9M | $75.2M | ||
| Q3 24 | $-4.4M | $44.2M | ||
| Q2 24 | $-11.6M | $41.4M | ||
| Q1 24 | $-9.6M | $40.6M |
毛利率ARLODOCS
| Q4 25 | 46.4% | 89.9% | ||
| Q3 25 | 40.5% | 90.3% | ||
| Q2 25 | 44.9% | 89.2% | ||
| Q1 25 | 44.3% | 89.5% | ||
| Q4 24 | 36.9% | 91.6% | ||
| Q3 24 | 35.2% | 90.0% | ||
| Q2 24 | 36.8% | 89.3% | ||
| Q1 24 | 38.1% | 89.4% |
营业利润率ARLODOCS
| Q4 25 | 3.3% | 38.9% | ||
| Q3 25 | 0.6% | 37.8% | ||
| Q2 25 | 1.5% | 37.4% | ||
| Q1 25 | -1.2% | 35.2% | ||
| Q4 24 | -5.0% | 47.4% | ||
| Q3 24 | -4.0% | 38.8% | ||
| Q2 24 | -10.0% | 36.4% | ||
| Q1 24 | -8.5% | 35.5% |
净利率ARLODOCS
| Q4 25 | 4.1% | 33.3% | ||
| Q3 25 | 4.9% | 36.8% | ||
| Q2 25 | 2.4% | 36.5% | ||
| Q1 25 | -0.7% | 45.2% | ||
| Q4 24 | -4.0% | 44.6% | ||
| Q3 24 | -3.2% | 32.3% | ||
| Q2 24 | -9.1% | 32.7% | ||
| Q1 24 | -7.8% | 34.4% |
每股收益（稀释后）ARLODOCS
| Q4 25 | $0.06 | $0.31 | ||
| Q3 25 | $0.06 | $0.31 | ||
| Q2 25 | $0.03 | $0.27 | ||
| Q1 25 | $-0.01 | $0.31 | ||
| Q4 24 | $-0.05 | $0.37 | ||
| Q3 24 | $-0.04 | $0.22 | ||
| Q2 24 | $-0.12 | $0.21 | ||
| Q1 24 | $-0.10 | $0.20 |
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 | $64.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $127.8M | $979.3M |
| 总资产 | $310.5M | $1.2B |
| 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ARLODOCS
| Q4 25 | $146.4M | $64.8M | ||
| Q3 25 | $86.0M | $169.2M | ||
| Q2 25 | $71.2M | $137.3M | ||
| Q1 25 | $84.0M | $209.6M | ||
| Q4 24 | $82.0M | $165.3M | ||
| Q3 24 | $77.0M | $184.2M | ||
| Q2 24 | $62.9M | $111.4M | ||
| Q1 24 | $62.1M | $96.8M |
股东权益ARLODOCS
| Q4 25 | $127.8M | $979.3M | ||
| Q3 25 | $129.2M | $1.1B | ||
| Q2 25 | $118.3M | $1.0B | ||
| Q1 25 | $103.4M | $1.1B | ||
| Q4 24 | $100.9M | $1.0B | ||
| Q3 24 | $96.9M | $961.2M | ||
| Q2 24 | $99.3M | $913.6M | ||
| Q1 24 | $99.9M | $901.4M |
总资产ARLODOCS
| Q4 25 | $310.5M | $1.2B | ||
| Q3 25 | $350.9M | $1.3B | ||
| Q2 25 | $319.7M | $1.2B | ||
| Q1 25 | $296.6M | $1.3B | ||
| Q4 24 | $298.4M | $1.2B | ||
| Q3 24 | $312.4M | $1.1B | ||
| Q2 24 | $295.8M | $1.1B | ||
| Q1 24 | $289.8M | $1.1B |
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 | $60.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.43× | 0.99× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ARLODOCS
| Q4 25 | $19.8M | $60.9M | ||
| Q3 25 | $19.2M | $93.9M | ||
| Q2 25 | $8.8M | $62.1M | ||
| Q1 25 | $30.9M | $98.5M | ||
| Q4 24 | $6.7M | $65.2M | ||
| Q3 24 | $18.4M | $68.3M | ||
| Q2 24 | $6.5M | $41.2M | ||
| Q1 24 | $19.8M | $63.9M |
自由现金流ARLODOCS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | — | ||
| Q1 24 | $19.4M | — |
自由现金流率ARLODOCS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | 15.7% | — |
资本支出强度ARLODOCS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | 0.0% | ||
| Q4 24 | 0.9% | 0.0% | ||
| Q3 24 | 0.7% | 0.0% | ||
| Q2 24 | 0.2% | 0.0% | ||
| Q1 24 | 0.3% | 0.0% |
现金转化率ARLODOCS
| Q4 25 | 3.43× | 0.99× | ||
| Q3 25 | 2.79× | 1.51× | ||
| Q2 25 | 2.83× | 1.16× | ||
| Q1 25 | — | 1.58× | ||
| Q4 24 | — | 0.87× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 1.57× |
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% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
