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Arlo Technologies, Inc.（ARLO）与PROGRESS SOFTWARE CORP（PRGS）财务数据对比。点击上方公司名可切换其他公司
PROGRESS SOFTWARE CORP的季度营收约是Arlo Technologies, Inc.的1.8倍（$252.7M vs $141.3M），PROGRESS SOFTWARE CORP净利率更高（10.2% vs 4.1%，领先6.1%），PROGRESS SOFTWARE CORP同比增速更快（17.5% vs 16.2%），过去两年PROGRESS SOFTWARE CORP的营收复合增速更高（17.0% 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。
Progress Software是全球领先的企业级软件服务商，主营应用开发平台、数据连接工具、数字体验解决方案等产品，服务覆盖金融、医疗、制造、零售等多行业的全球企业客户，助力客户搭建高性能可扩展的业务应用，提升运营效率。
ARLO vs PRGS — 直观对比
营收规模更大
PRGS
是对方的1.8倍
$141.3M
营收增速更快
PRGS
高出1.3%
16.2%
净利率更高
PRGS
高出6.1%
4.1%
两年增速更快
PRGS
近两年复合增速
6.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $252.7M |
| 净利润 | $5.8M | $25.7M |
| 毛利率 | 46.4% | 81.6% |
| 营业利润率 | 3.3% | 15.2% |
| 净利率 | 4.1% | 10.2% |
| 营收同比 | 16.2% | 17.5% |
| 净利润同比 | 218.6% | 2144.6% |
| 每股收益（稀释后） | $0.06 | $0.59 |
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ARLOPRGS
| Q4 25 | $141.3M | $252.7M | ||
| Q3 25 | $139.5M | $249.8M | ||
| Q2 25 | $129.4M | $237.4M | ||
| Q1 25 | $119.1M | $238.0M | ||
| Q4 24 | $121.6M | $215.0M | ||
| Q3 24 | $137.7M | $178.7M | ||
| Q2 24 | $127.4M | $175.1M | ||
| Q1 24 | $124.2M | $184.7M |
净利润ARLOPRGS
| Q4 25 | $5.8M | $25.7M | ||
| Q3 25 | $6.9M | $19.4M | ||
| Q2 25 | $3.1M | $17.0M | ||
| Q1 25 | $-835.0K | $10.9M | ||
| Q4 24 | $-4.9M | $1.1M | ||
| Q3 24 | $-4.4M | $28.5M | ||
| Q2 24 | $-11.6M | $16.2M | ||
| Q1 24 | $-9.6M | $22.6M |
毛利率ARLOPRGS
| Q4 25 | 46.4% | 81.6% | ||
| Q3 25 | 40.5% | 81.0% | ||
| Q2 25 | 44.9% | 80.1% | ||
| Q1 25 | 44.3% | 80.6% | ||
| Q4 24 | 36.9% | 83.0% | ||
| Q3 24 | 35.2% | 83.7% | ||
| Q2 24 | 36.8% | 81.7% | ||
| Q1 24 | 38.1% | 82.2% |
营业利润率ARLOPRGS
| Q4 25 | 3.3% | 15.2% | ||
| Q3 25 | 0.6% | 17.6% | ||
| Q2 25 | 1.5% | 16.3% | ||
| Q1 25 | -1.2% | 13.6% | ||
| Q4 24 | -5.0% | 10.0% | ||
| Q3 24 | -4.0% | 22.6% | ||
| Q2 24 | -10.0% | 15.5% | ||
| Q1 24 | -8.5% | 19.0% |
净利率ARLOPRGS
| Q4 25 | 4.1% | 10.2% | ||
| Q3 25 | 4.9% | 7.8% | ||
| Q2 25 | 2.4% | 7.2% | ||
| Q1 25 | -0.7% | 4.6% | ||
| Q4 24 | -4.0% | 0.5% | ||
| Q3 24 | -3.2% | 15.9% | ||
| Q2 24 | -9.1% | 9.2% | ||
| Q1 24 | -7.8% | 12.3% |
每股收益（稀释后）ARLOPRGS
| Q4 25 | $0.06 | $0.59 | ||
| Q3 25 | $0.06 | $0.44 | ||
| Q2 25 | $0.03 | $0.39 | ||
| Q1 25 | $-0.01 | $0.24 | ||
| Q4 24 | $-0.05 | $0.01 | ||
| Q3 24 | $-0.04 | $0.65 | ||
| Q2 24 | $-0.12 | $0.37 | ||
| 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 | $94.8M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $127.8M | $478.3M |
| 总资产 | $310.5M | $2.5B |
| 负债/权益比越低杠杆越低 | — | 2.93× |
8季度趋势，按日历期对齐
现金及短期投资ARLOPRGS
| Q4 25 | $146.4M | $94.8M | ||
| Q3 25 | $86.0M | $99.0M | ||
| Q2 25 | $71.2M | $102.0M | ||
| Q1 25 | $84.0M | $124.2M | ||
| Q4 24 | $82.0M | $118.1M | ||
| Q3 24 | $77.0M | $232.7M | ||
| Q2 24 | $62.9M | $190.4M | ||
| Q1 24 | $62.1M | $133.2M |
总债务ARLOPRGS
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ARLOPRGS
| Q4 25 | $127.8M | $478.3M | ||
| Q3 25 | $129.2M | $477.7M | ||
| Q2 25 | $118.3M | $452.7M | ||
| Q1 25 | $103.4M | $431.8M | ||
| Q4 24 | $100.9M | $438.8M | ||
| Q3 24 | $96.9M | $425.6M | ||
| Q2 24 | $99.3M | $401.7M | ||
| Q1 24 | $99.9M | $461.7M |
总资产ARLOPRGS
| Q4 25 | $310.5M | $2.5B | ||
| Q3 25 | $350.9M | $2.4B | ||
| Q2 25 | $319.7M | $2.4B | ||
| Q1 25 | $296.6M | $2.5B | ||
| Q4 24 | $298.4M | $2.5B | ||
| Q3 24 | $312.4M | $1.6B | ||
| Q2 24 | $295.8M | $1.6B | ||
| Q1 24 | $289.8M | $1.5B |
负债/权益比ARLOPRGS
| Q4 25 | — | 2.93× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 3.22× | ||
| Q1 25 | — | 3.50× | ||
| Q4 24 | — | 3.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $62.8M |
| 自由现金流经营现金流 - 资本支出 | — | $59.9M |
| 自由现金流率自由现金流/营收 | — | 23.7% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | 3.43× | 2.44× |
| 过去12个月自由现金流最近4个季度 | — | $229.5M |
8季度趋势，按日历期对齐
经营现金流ARLOPRGS
| Q4 25 | $19.8M | $62.8M | ||
| Q3 25 | $19.2M | $73.4M | ||
| Q2 25 | $8.8M | $30.0M | ||
| Q1 25 | $30.9M | $68.9M | ||
| Q4 24 | $6.7M | $19.7M | ||
| Q3 24 | $18.4M | $57.7M | ||
| Q2 24 | $6.5M | $63.7M | ||
| Q1 24 | $19.8M | $70.5M |
自由现金流ARLOPRGS
| Q4 25 | — | $59.9M | ||
| Q3 25 | — | $72.4M | ||
| Q2 25 | — | $29.5M | ||
| Q1 25 | $28.1M | $67.7M | ||
| Q4 24 | $5.6M | $16.8M | ||
| Q3 24 | $17.4M | $56.6M | ||
| Q2 24 | $6.2M | $62.7M | ||
| Q1 24 | $19.4M | $70.2M |
自由现金流率ARLOPRGS
| Q4 25 | — | 23.7% | ||
| Q3 25 | — | 29.0% | ||
| Q2 25 | — | 12.4% | ||
| Q1 25 | 23.6% | 28.4% | ||
| Q4 24 | 4.6% | 7.8% | ||
| Q3 24 | 12.6% | 31.7% | ||
| Q2 24 | 4.8% | 35.8% | ||
| Q1 24 | 15.7% | 38.0% |
资本支出强度ARLOPRGS
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | 2.4% | 0.5% | ||
| Q4 24 | 0.9% | 1.3% | ||
| Q3 24 | 0.7% | 0.6% | ||
| Q2 24 | 0.2% | 0.5% | ||
| Q1 24 | 0.3% | 0.2% |
现金转化率ARLOPRGS
| Q4 25 | 3.43× | 2.44× | ||
| Q3 25 | 2.79× | 3.78× | ||
| Q2 25 | 2.83× | 1.76× | ||
| Q1 25 | — | 6.30× | ||
| Q4 24 | — | 17.13× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 3.93× | ||
| Q1 24 | — | 3.11× |
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% |
PRGS
| Maintenanceand Services | $187.5M | 74% |
| Share File Acquisition | $67.5M | 27% |
