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Arlo Technologies, Inc.（ARLO）与Orthofix Medical Inc.（OFIX）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是Arlo Technologies, Inc.的1.6倍（$219.9M vs $141.3M），Arlo Technologies, Inc.净利率更高（4.1% vs -1.0%，领先5.1%），Arlo Technologies, Inc.同比增速更快（16.2% vs 2.0%），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
ARLO vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.6倍
$141.3M
营收增速更快
ARLO
高出14.3%
2.0%
净利率更高
ARLO
高出5.1%
-1.0%
两年增速更快
OFIX
近两年复合增速
6.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $219.9M |
| 净利润 | $5.8M | $-2.2M |
| 毛利率 | 46.4% | 71.1% |
| 营业利润率 | 3.3% | 0.2% |
| 净利率 | 4.1% | -1.0% |
| 营收同比 | 16.2% | 2.0% |
| 净利润同比 | 218.6% | 92.4% |
| 每股收益（稀释后） | $0.06 | $-0.05 |
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ARLOOFIX
| Q4 25 | $141.3M | $219.9M | ||
| Q3 25 | $139.5M | $205.6M | ||
| Q2 25 | $129.4M | $203.1M | ||
| Q1 25 | $119.1M | $193.6M | ||
| Q4 24 | $121.6M | $215.7M | ||
| Q3 24 | $137.7M | $196.6M | ||
| Q2 24 | $127.4M | $198.6M | ||
| Q1 24 | $124.2M | $188.6M |
净利润ARLOOFIX
| Q4 25 | $5.8M | $-2.2M | ||
| Q3 25 | $6.9M | $-22.8M | ||
| Q2 25 | $3.1M | $-14.1M | ||
| Q1 25 | $-835.0K | $-53.1M | ||
| Q4 24 | $-4.9M | $-29.1M | ||
| Q3 24 | $-4.4M | $-27.4M | ||
| Q2 24 | $-11.6M | $-33.4M | ||
| Q1 24 | $-9.6M | $-36.0M |
毛利率ARLOOFIX
| Q4 25 | 46.4% | 71.1% | ||
| Q3 25 | 40.5% | 72.2% | ||
| Q2 25 | 44.9% | 68.7% | ||
| Q1 25 | 44.3% | 62.8% | ||
| Q4 24 | 36.9% | 69.0% | ||
| Q3 24 | 35.2% | 68.7% | ||
| Q2 24 | 36.8% | 67.8% | ||
| Q1 24 | 38.1% | 67.5% |
营业利润率ARLOOFIX
| Q4 25 | 3.3% | 0.2% | ||
| Q3 25 | 0.6% | -8.3% | ||
| Q2 25 | 1.5% | -7.9% | ||
| Q1 25 | -1.2% | -25.2% | ||
| Q4 24 | -5.0% | -5.3% | ||
| Q3 24 | -4.0% | -9.6% | ||
| Q2 24 | -10.0% | -12.5% | ||
| Q1 24 | -8.5% | -15.6% |
净利率ARLOOFIX
| Q4 25 | 4.1% | -1.0% | ||
| Q3 25 | 4.9% | -11.1% | ||
| Q2 25 | 2.4% | -6.9% | ||
| Q1 25 | -0.7% | -27.4% | ||
| Q4 24 | -4.0% | -13.5% | ||
| Q3 24 | -3.2% | -13.9% | ||
| Q2 24 | -9.1% | -16.8% | ||
| Q1 24 | -7.8% | -19.1% |
每股收益（稀释后）ARLOOFIX
| Q4 25 | $0.06 | $-0.05 | ||
| Q3 25 | $0.06 | $-0.57 | ||
| Q2 25 | $0.03 | $-0.36 | ||
| Q1 25 | $-0.01 | $-1.35 | ||
| Q4 24 | $-0.05 | $-0.76 | ||
| Q3 24 | $-0.04 | $-0.71 | ||
| Q2 24 | $-0.12 | $-0.88 | ||
| Q1 24 | $-0.10 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $127.8M | $450.0M |
| 总资产 | $310.5M | $850.6M |
| 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ARLOOFIX
| Q4 25 | $146.4M | $82.0M | ||
| Q3 25 | $86.0M | $62.9M | ||
| Q2 25 | $71.2M | $65.6M | ||
| Q1 25 | $84.0M | $58.0M | ||
| Q4 24 | $82.0M | $83.2M | ||
| Q3 24 | $77.0M | $30.1M | ||
| Q2 24 | $62.9M | $26.4M | ||
| Q1 24 | $62.1M | $27.0M |
总债务ARLOOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | — | $118.2M |
股东权益ARLOOFIX
| Q4 25 | $127.8M | $450.0M | ||
| Q3 25 | $129.2M | $442.5M | ||
| Q2 25 | $118.3M | $458.3M | ||
| Q1 25 | $103.4M | $458.3M | ||
| Q4 24 | $100.9M | $503.1M | ||
| Q3 24 | $96.9M | $525.9M | ||
| Q2 24 | $99.3M | $546.0M | ||
| Q1 24 | $99.9M | $570.3M |
总资产ARLOOFIX
| Q4 25 | $310.5M | $850.6M | ||
| Q3 25 | $350.9M | $832.6M | ||
| Q2 25 | $319.7M | $837.2M | ||
| Q1 25 | $296.6M | $823.1M | ||
| Q4 24 | $298.4M | $893.3M | ||
| Q3 24 | $312.4M | $867.9M | ||
| Q2 24 | $295.8M | $882.0M | ||
| Q1 24 | $289.8M | $906.0M |
负债/权益比ARLOOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 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 | — | $-1.3M |
8季度趋势，按日历期对齐
经营现金流ARLOOFIX
| Q4 25 | $19.8M | $27.7M | ||
| Q3 25 | $19.2M | $12.4M | ||
| Q2 25 | $8.8M | $11.6M | ||
| Q1 25 | $30.9M | $-18.4M | ||
| Q4 24 | $6.7M | $23.7M | ||
| Q3 24 | $18.4M | $11.7M | ||
| Q2 24 | $6.5M | $9.0M | ||
| Q1 24 | $19.8M | $-18.6M |
自由现金流ARLOOFIX
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $4.5M | ||
| Q1 25 | $28.1M | $-25.1M | ||
| Q4 24 | $5.6M | $15.2M | ||
| Q3 24 | $17.4M | $6.3M | ||
| Q2 24 | $6.2M | $-360.0K | ||
| Q1 24 | $19.4M | $-29.1M |
自由现金流率ARLOOFIX
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | 23.6% | -13.0% | ||
| Q4 24 | 4.6% | 7.0% | ||
| Q3 24 | 12.6% | 3.2% | ||
| Q2 24 | 4.8% | -0.2% | ||
| Q1 24 | 15.7% | -15.4% |
资本支出强度ARLOOFIX
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | 2.4% | 3.5% | ||
| Q4 24 | 0.9% | 4.0% | ||
| Q3 24 | 0.7% | 2.7% | ||
| Q2 24 | 0.2% | 4.7% | ||
| Q1 24 | 0.3% | 5.6% |
现金转化率ARLOOFIX
| 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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
