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Arlo Technologies, Inc.（ARLO）与DOMO, INC.（DOMO）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DOMO, INC.的1.8倍（$141.3M vs $79.4M），Arlo Technologies, Inc.净利率更高（4.1% vs -13.1%，领先17.2%），Arlo Technologies, Inc.同比增速更快（16.2% vs -0.5%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs -0.5%）
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。
Domo股份有限公司是总部设在美国犹他州美国福克的美国云软件企业，主营人工智能、商业智能与数据可视化业务，属于SaaS（软件即服务）企业，核心产品可帮助企业各层级决策者在极少IT介入的情况下，实时获取业务数据，支撑决策开展。
ARLO vs DOMO — 直观对比
营收规模更大
ARLO
是对方的1.8倍
$79.4M
营收增速更快
ARLO
高出16.7%
-0.5%
净利率更高
ARLO
高出17.2%
-13.1%
两年增速更快
ARLO
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $79.4M |
| 净利润 | $5.8M | $-10.4M |
| 毛利率 | 46.4% | 74.2% |
| 营业利润率 | 3.3% | -8.7% |
| 净利率 | 4.1% | -13.1% |
| 营收同比 | 16.2% | -0.5% |
| 净利润同比 | 218.6% | 44.6% |
| 每股收益（稀释后） | $0.06 | $-0.25 |
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ARLODOMO
| Q4 25 | $141.3M | $79.4M | ||
| Q3 25 | $139.5M | $79.7M | ||
| Q2 25 | $129.4M | $80.1M | ||
| Q1 25 | $119.1M | $78.8M | ||
| Q4 24 | $121.6M | $79.8M | ||
| Q3 24 | $137.7M | $78.4M | ||
| Q2 24 | $127.4M | $80.1M | ||
| Q1 24 | $124.2M | $80.2M |
净利润ARLODOMO
| Q4 25 | $5.8M | $-10.4M | ||
| Q3 25 | $6.9M | $-22.9M | ||
| Q2 25 | $3.1M | $-18.1M | ||
| Q1 25 | $-835.0K | $-17.7M | ||
| Q4 24 | $-4.9M | $-18.8M | ||
| Q3 24 | $-4.4M | $-19.5M | ||
| Q2 24 | $-11.6M | $-26.0M | ||
| Q1 24 | $-9.6M | $-18.7M |
毛利率ARLODOMO
| Q4 25 | 46.4% | 74.2% | ||
| Q3 25 | 40.5% | 74.8% | ||
| Q2 25 | 44.9% | 74.2% | ||
| Q1 25 | 44.3% | 74.4% | ||
| Q4 24 | 36.9% | 75.0% | ||
| Q3 24 | 35.2% | 74.3% | ||
| Q2 24 | 36.8% | 74.1% | ||
| Q1 24 | 38.1% | 76.3% |
营业利润率ARLODOMO
| Q4 25 | 3.3% | -8.7% | ||
| Q3 25 | 0.6% | -9.1% | ||
| Q2 25 | 1.5% | -17.9% | ||
| Q1 25 | -1.2% | -15.6% | ||
| Q4 24 | -5.0% | -13.9% | ||
| Q3 24 | -4.0% | -18.5% | ||
| Q2 24 | -10.0% | -26.8% | ||
| Q1 24 | -8.5% | -16.6% |
净利率ARLODOMO
| Q4 25 | 4.1% | -13.1% | ||
| Q3 25 | 4.9% | -28.8% | ||
| Q2 25 | 2.4% | -22.5% | ||
| Q1 25 | -0.7% | -22.4% | ||
| Q4 24 | -4.0% | -23.5% | ||
| Q3 24 | -3.2% | -24.9% | ||
| Q2 24 | -9.1% | -32.5% | ||
| Q1 24 | -7.8% | -23.3% |
每股收益（稀释后）ARLODOMO
| Q4 25 | $0.06 | $-0.25 | ||
| Q3 25 | $0.06 | $-0.56 | ||
| Q2 25 | $0.03 | $-0.45 | ||
| Q1 25 | $-0.01 | $-0.45 | ||
| Q4 24 | $-0.05 | $-0.48 | ||
| Q3 24 | $-0.04 | $-0.51 | ||
| Q2 24 | $-0.12 | $-0.69 | ||
| Q1 24 | $-0.10 | $-0.51 |
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 | — |
| 总债务越低越好 | — | $124.2M |
| 股东权益账面价值 | $127.8M | $-191.9M |
| 总资产 | $310.5M | $201.6M |
| 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ARLODOMO
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $71.2M | $47.2M | ||
| Q1 25 | $84.0M | $45.3M | ||
| Q4 24 | $82.0M | — | ||
| Q3 24 | $77.0M | — | ||
| Q2 24 | $62.9M | $61.2M | ||
| Q1 24 | $62.1M | $60.9M |
总债务ARLODOMO
| Q4 25 | — | $124.2M | ||
| Q3 25 | — | $121.9M | ||
| Q2 25 | — | $119.7M | ||
| Q1 25 | — | $117.7M | ||
| Q4 24 | — | $115.6M | ||
| Q3 24 | — | $115.2M | ||
| Q2 24 | — | $114.1M | ||
| Q1 24 | — | $113.5M |
股东权益ARLODOMO
| Q4 25 | $127.8M | $-191.9M | ||
| Q3 25 | $129.2M | $-191.5M | ||
| Q2 25 | $118.3M | $-178.7M | ||
| Q1 25 | $103.4M | $-177.2M | ||
| Q4 24 | $100.9M | $-171.2M | ||
| Q3 24 | $96.9M | $-166.4M | ||
| Q2 24 | $99.3M | $-163.5M | ||
| Q1 24 | $99.9M | $-153.5M |
总资产ARLODOMO
| Q4 25 | $310.5M | $201.6M | ||
| Q3 25 | $350.9M | $195.7M | ||
| Q2 25 | $319.7M | $189.7M | ||
| Q1 25 | $296.6M | $214.3M | ||
| Q4 24 | $298.4M | $190.2M | ||
| Q3 24 | $312.4M | $197.8M | ||
| Q2 24 | $295.8M | $204.4M | ||
| Q1 24 | $289.8M | $225.7M |
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 | $3.4M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 1.4% |
| 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 | 3.43× | — |
| 过去12个月自由现金流最近4个季度 | — | $9.9M |
8季度趋势，按日历期对齐
经营现金流ARLODOMO
| Q4 25 | $19.8M | $3.4M | ||
| Q3 25 | $19.2M | $3.4M | ||
| Q2 25 | $8.8M | $4.0M | ||
| Q1 25 | $30.9M | $8.9M | ||
| Q4 24 | $6.7M | $-13.7M | ||
| Q3 24 | $18.4M | $-6.2M | ||
| Q2 24 | $6.5M | $1.9M | ||
| Q1 24 | $19.8M | $5.4M |
自由现金流ARLODOMO
| Q4 25 | — | $1.1M | ||
| Q3 25 | — | $1.0M | ||
| Q2 25 | — | $1.0M | ||
| Q1 25 | $28.1M | $6.7M | ||
| Q4 24 | $5.6M | $-16.2M | ||
| Q3 24 | $17.4M | $-8.4M | ||
| Q2 24 | $6.2M | $-625.0K | ||
| Q1 24 | $19.4M | $2.9M |
自由现金流率ARLODOMO
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | 23.6% | 8.5% | ||
| Q4 24 | 4.6% | -20.3% | ||
| Q3 24 | 12.6% | -10.7% | ||
| Q2 24 | 4.8% | -0.8% | ||
| Q1 24 | 15.7% | 3.6% |
资本支出强度ARLODOMO
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | 2.4% | 2.8% | ||
| Q4 24 | 0.9% | 3.2% | ||
| Q3 24 | 0.7% | 2.8% | ||
| Q2 24 | 0.2% | 3.2% | ||
| Q1 24 | 0.3% | 3.1% |
现金转化率ARLODOMO
| 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
ARLO
| Subscriptions And Services | $89.4M | 63% |
| Products | $51.9M | 37% |
DOMO
| Subscription | $71.9M | 91% |
| Professional Servicesand Other | $7.5M | 9% |
