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Arlo Technologies, Inc.（ARLO）与PUMA BIOTECHNOLOGY, INC.（PBYI）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PUMA BIOTECHNOLOGY, INC.的1.9倍（$141.3M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 16.2%），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% 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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
ARLO vs PBYI — 直观对比
营收规模更大
ARLO
是对方的1.9倍
$75.5M
营收增速更快
PBYI
高出11.5%
16.2%
两年增速更快
PBYI
近两年复合增速
6.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $75.5M |
| 净利润 | $5.8M | — |
| 毛利率 | 46.4% | 69.3% |
| 营业利润率 | 3.3% | 22.7% |
| 净利率 | 4.1% | — |
| 营收同比 | 16.2% | 27.7% |
| 净利润同比 | 218.6% | — |
| 每股收益（稀释后） | $0.06 | $0.26 |
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ARLOPBYI
| Q4 25 | $141.3M | $75.5M | ||
| Q3 25 | $139.5M | $54.5M | ||
| Q2 25 | $129.4M | $52.4M | ||
| Q1 25 | $119.1M | $46.0M | ||
| Q4 24 | $121.6M | $59.1M | ||
| Q3 24 | $137.7M | $80.5M | ||
| Q2 24 | $127.4M | $47.1M | ||
| Q1 24 | $124.2M | $43.8M |
净利润ARLOPBYI
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $8.8M | ||
| Q2 25 | $3.1M | $5.9M | ||
| Q1 25 | $-835.0K | $3.0M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $20.3M | ||
| Q2 24 | $-11.6M | $-4.5M | ||
| Q1 24 | $-9.6M | $-4.8M |
毛利率ARLOPBYI
| Q4 25 | 46.4% | 69.3% | ||
| Q3 25 | 40.5% | 77.7% | ||
| Q2 25 | 44.9% | 76.5% | ||
| Q1 25 | 44.3% | 77.1% | ||
| Q4 24 | 36.9% | 76.4% | ||
| Q3 24 | 35.2% | 63.9% | ||
| Q2 24 | 36.8% | 77.4% | ||
| Q1 24 | 38.1% | 75.5% |
营业利润率ARLOPBYI
| Q4 25 | 3.3% | 22.7% | ||
| Q3 25 | 0.6% | 17.6% | ||
| Q2 25 | 1.5% | 12.7% | ||
| Q1 25 | -1.2% | 8.7% | ||
| Q4 24 | -5.0% | 22.6% | ||
| Q3 24 | -4.0% | 27.4% | ||
| Q2 24 | -10.0% | -4.6% | ||
| Q1 24 | -8.5% | -5.3% |
净利率ARLOPBYI
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | 16.2% | ||
| Q2 25 | 2.4% | 11.2% | ||
| Q1 25 | -0.7% | 6.5% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | 25.2% | ||
| Q2 24 | -9.1% | -9.6% | ||
| Q1 24 | -7.8% | -11.0% |
每股收益（稀释后）ARLOPBYI
| Q4 25 | $0.06 | $0.26 | ||
| Q3 25 | $0.06 | $0.17 | ||
| Q2 25 | $0.03 | $0.12 | ||
| Q1 25 | $-0.01 | $0.06 | ||
| Q4 24 | $-0.05 | $0.40 | ||
| Q3 24 | $-0.04 | $0.41 | ||
| Q2 24 | $-0.12 | $-0.09 | ||
| Q1 24 | $-0.10 | $-0.10 |
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 | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $127.8M | $130.3M |
| 总资产 | $310.5M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资ARLOPBYI
| Q4 25 | $146.4M | $97.5M | ||
| Q3 25 | $86.0M | $94.4M | ||
| Q2 25 | $71.2M | $96.0M | ||
| Q1 25 | $84.0M | $93.2M | ||
| Q4 24 | $82.0M | $101.0M | ||
| Q3 24 | $77.0M | $96.7M | ||
| Q2 24 | $62.9M | $96.8M | ||
| Q1 24 | $62.1M | $107.2M |
总债务ARLOPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益ARLOPBYI
| Q4 25 | $127.8M | $130.3M | ||
| Q3 25 | $129.2M | $115.3M | ||
| Q2 25 | $118.3M | $104.7M | ||
| Q1 25 | $103.4M | $97.1M | ||
| Q4 24 | $100.9M | $92.1M | ||
| Q3 24 | $96.9M | $71.1M | ||
| Q2 24 | $99.3M | $48.5M | ||
| Q1 24 | $99.9M | $51.0M |
总资产ARLOPBYI
| Q4 25 | $310.5M | $216.3M | ||
| Q3 25 | $350.9M | $202.9M | ||
| Q2 25 | $319.7M | $194.9M | ||
| Q1 25 | $296.6M | $196.2M | ||
| Q4 24 | $298.4M | $213.3M | ||
| Q3 24 | $312.4M | $220.7M | ||
| Q2 24 | $295.8M | $205.0M | ||
| Q1 24 | $289.8M | $214.1M |
负债/权益比ARLOPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $14.4M |
| 自由现金流经营现金流 - 资本支出 | — | $14.4M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 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 | — | $41.7M |
8季度趋势，按日历期对齐
经营现金流ARLOPBYI
| Q4 25 | $19.8M | $14.4M | ||
| Q3 25 | $19.2M | $9.7M | ||
| Q2 25 | $8.8M | $14.1M | ||
| Q1 25 | $30.9M | $3.6M | ||
| Q4 24 | $6.7M | $15.6M | ||
| Q3 24 | $18.4M | $11.0M | ||
| Q2 24 | $6.5M | $1.0M | ||
| Q1 24 | $19.8M | $11.2M |
自由现金流ARLOPBYI
| Q4 25 | — | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | — | $14.1M | ||
| Q1 25 | $28.1M | $3.6M | ||
| Q4 24 | $5.6M | $15.6M | ||
| Q3 24 | $17.4M | $11.0M | ||
| Q2 24 | $6.2M | $1.0M | ||
| Q1 24 | $19.4M | — |
自由现金流率ARLOPBYI
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 26.8% | ||
| Q1 25 | 23.6% | 7.7% | ||
| Q4 24 | 4.6% | 26.4% | ||
| Q3 24 | 12.6% | 13.7% | ||
| Q2 24 | 4.8% | 2.1% | ||
| Q1 24 | 15.7% | — |
资本支出强度ARLOPBYI
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | 2.4% | 0.1% | ||
| 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ARLOPBYI
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 1.10× | ||
| Q2 25 | 2.83× | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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% |
PBYI
暂无分部数据
