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Arlo Technologies, Inc.（ARLO）与莱迪思半导体（LSCC）财务数据对比。点击上方公司名可切换其他公司
莱迪思半导体的季度营收约是Arlo Technologies, Inc.的1.0倍（$145.8M vs $141.3M），Arlo Technologies, Inc.净利率更高（4.1% vs -5.2%，领先9.3%），莱迪思半导体同比增速更快（24.2% vs 16.2%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs 1.8%）
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。
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
ARLO vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.0倍
$141.3M
营收增速更快
LSCC
高出7.9%
16.2%
净利率更高
ARLO
高出9.3%
-5.2%
两年增速更快
ARLO
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $145.8M |
| 净利润 | $5.8M | $-7.6M |
| 毛利率 | 46.4% | 68.5% |
| 营业利润率 | 3.3% | 0.7% |
| 净利率 | 4.1% | -5.2% |
| 营收同比 | 16.2% | 24.2% |
| 净利润同比 | 218.6% | -146.3% |
| 每股收益（稀释后） | $0.06 | $-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ARLOLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $141.3M | — | ||
| Q3 25 | $139.5M | $133.3M | ||
| Q2 25 | $129.4M | $124.0M | ||
| Q1 25 | $119.1M | $120.2M | ||
| Q4 24 | $121.6M | $117.4M | ||
| Q3 24 | $137.7M | $127.1M | ||
| Q2 24 | $127.4M | $124.1M |
净利润ARLOLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $2.8M | ||
| Q2 25 | $3.1M | $2.9M | ||
| Q1 25 | $-835.0K | $5.0M | ||
| Q4 24 | $-4.9M | $16.5M | ||
| Q3 24 | $-4.4M | $7.2M | ||
| Q2 24 | $-11.6M | $22.6M |
毛利率ARLOLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 46.4% | — | ||
| Q3 25 | 40.5% | 67.9% | ||
| Q2 25 | 44.9% | 68.4% | ||
| Q1 25 | 44.3% | 68.0% | ||
| Q4 24 | 36.9% | 61.1% | ||
| Q3 24 | 35.2% | 69.0% | ||
| Q2 24 | 36.8% | 68.3% |
营业利润率ARLOLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 0.6% | -1.2% | ||
| Q2 25 | 1.5% | 3.8% | ||
| Q1 25 | -1.2% | 5.8% | ||
| Q4 24 | -5.0% | -10.4% | ||
| Q3 24 | -4.0% | 5.9% | ||
| Q2 24 | -10.0% | 18.2% |
净利率ARLOLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | 2.1% | ||
| Q2 25 | 2.4% | 2.3% | ||
| Q1 25 | -0.7% | 4.2% | ||
| Q4 24 | -4.0% | 14.1% | ||
| Q3 24 | -3.2% | 5.7% | ||
| Q2 24 | -9.1% | 18.2% |
每股收益（稀释后）ARLOLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | $0.02 | ||
| Q2 25 | $0.03 | $0.02 | ||
| Q1 25 | $-0.01 | $0.04 | ||
| Q4 24 | $-0.05 | $0.12 | ||
| Q3 24 | $-0.04 | $0.05 | ||
| Q2 24 | $-0.12 | $0.16 |
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 | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $127.8M | $714.1M |
| 总资产 | $310.5M | $883.1M |
| 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ARLOLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | $117.9M | ||
| Q2 25 | $71.2M | $107.2M | ||
| Q1 25 | $84.0M | $127.6M | ||
| Q4 24 | $82.0M | $136.3M | ||
| Q3 24 | $77.0M | $124.3M | ||
| Q2 24 | $62.9M | $109.2M |
股东权益ARLOLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $127.8M | — | ||
| Q3 25 | $129.2M | $706.4M | ||
| Q2 25 | $118.3M | $687.0M | ||
| Q1 25 | $103.4M | $707.9M | ||
| Q4 24 | $100.9M | $710.9M | ||
| Q3 24 | $96.9M | $703.5M | ||
| Q2 24 | $99.3M | $698.8M |
总资产ARLOLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $310.5M | — | ||
| Q3 25 | $350.9M | $844.4M | ||
| Q2 25 | $319.7M | $808.6M | ||
| Q1 25 | $296.6M | $823.6M | ||
| Q4 24 | $298.4M | $843.9M | ||
| Q3 24 | $312.4M | $853.7M | ||
| Q2 24 | $295.8M | $827.5M |
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 | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $44.0M |
| 自由现金流率自由现金流/营收 | — | 30.2% |
| 资本支出强度资本支出/营收 | — | 9.3% |
| 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 | — | $132.6M |
8季度趋势，按日历期对齐
经营现金流ARLOLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $19.8M | — | ||
| Q3 25 | $19.2M | $47.1M | ||
| Q2 25 | $8.8M | $38.5M | ||
| Q1 25 | $30.9M | $31.9M | ||
| Q4 24 | $6.7M | $45.4M | ||
| Q3 24 | $18.4M | $44.0M | ||
| Q2 24 | $6.5M | $21.9M |
自由现金流ARLOLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $31.3M | ||
| Q1 25 | $28.1M | $23.3M | ||
| Q4 24 | $5.6M | $39.7M | ||
| Q3 24 | $17.4M | $39.4M | ||
| Q2 24 | $6.2M | $14.8M |
自由现金流率ARLOLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 25.5% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | 23.6% | 19.4% | ||
| Q4 24 | 4.6% | 33.8% | ||
| Q3 24 | 12.6% | 31.0% | ||
| Q2 24 | 4.8% | 11.9% |
资本支出强度ARLOLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | 2.4% | 7.2% | ||
| Q4 24 | 0.9% | 4.9% | ||
| Q3 24 | 0.7% | 3.7% | ||
| Q2 24 | 0.2% | 5.8% |
现金转化率ARLOLSCC
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 16.86× | ||
| Q2 25 | 2.83× | 13.23× | ||
| Q1 25 | — | 6.35× | ||
| Q4 24 | — | 2.75× | ||
| Q3 24 | — | 6.12× | ||
| Q2 24 | — | 0.97× |
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% |
LSCC
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
