vs
Arlo Technologies, Inc.（ARLO）与Purple Innovation, Inc.（PRPL）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Purple Innovation, Inc.的1.0倍（$141.3M vs $140.7M），Arlo Technologies, Inc.净利率更高（4.1% vs -2.3%，领先6.4%），Arlo Technologies, Inc.同比增速更快（16.2% vs 9.1%），过去两年Purple Innovation, Inc.的营收复合增速更高（8.3% 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。
Purple Carrot是一家总部位于马萨诸塞州尼达姆市的全植物性餐包品牌，由安迪·莱维特创立，每周为订阅用户提供预制餐品和自制餐包。据《大都会》2022年报道，对比美式标准餐食，该品牌每份餐包的碳排放量可降低72%，主打低碳环保的纯植物饮食方案。
ARLO vs PRPL — 直观对比
营收规模更大
ARLO
是对方的1.0倍
$140.7M
营收增速更快
ARLO
高出7.1%
9.1%
净利率更高
ARLO
高出6.4%
-2.3%
两年增速更快
PRPL
近两年复合增速
6.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $140.7M |
| 净利润 | $5.8M | $-3.2M |
| 毛利率 | 46.4% | 41.9% |
| 营业利润率 | 3.3% | -1.6% |
| 净利率 | 4.1% | -2.3% |
| 营收同比 | 16.2% | 9.1% |
| 净利润同比 | 218.6% | 62.1% |
| 每股收益（稀释后） | $0.06 | $0.03 |
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ARLOPRPL
| Q4 25 | $141.3M | $140.7M | ||
| Q3 25 | $139.5M | $118.8M | ||
| Q2 25 | $129.4M | $105.1M | ||
| Q1 25 | $119.1M | $104.2M | ||
| Q4 24 | $121.6M | $129.0M | ||
| Q3 24 | $137.7M | $118.6M | ||
| Q2 24 | $127.4M | $120.3M | ||
| Q1 24 | $124.2M | $120.0M |
净利润ARLOPRPL
| Q4 25 | $5.8M | $-3.2M | ||
| Q3 25 | $6.9M | $-11.7M | ||
| Q2 25 | $3.1M | $-17.3M | ||
| Q1 25 | $-835.0K | $-19.1M | ||
| Q4 24 | $-4.9M | $-8.5M | ||
| Q3 24 | $-4.4M | $-39.2M | ||
| Q2 24 | $-11.6M | $27.0K | ||
| Q1 24 | $-9.6M | $-50.2M |
毛利率ARLOPRPL
| Q4 25 | 46.4% | 41.9% | ||
| Q3 25 | 40.5% | 42.8% | ||
| Q2 25 | 44.9% | 35.9% | ||
| Q1 25 | 44.3% | 39.4% | ||
| Q4 24 | 36.9% | 42.9% | ||
| Q3 24 | 35.2% | 29.7% | ||
| Q2 24 | 36.8% | 40.7% | ||
| Q1 24 | 38.1% | 34.8% |
营业利润率ARLOPRPL
| Q4 25 | 3.3% | -1.6% | ||
| Q3 25 | 0.6% | -10.2% | ||
| Q2 25 | 1.5% | -13.5% | ||
| Q1 25 | -1.2% | -13.9% | ||
| Q4 24 | -5.0% | -6.0% | ||
| Q3 24 | -4.0% | -39.5% | ||
| Q2 24 | -10.0% | -12.1% | ||
| Q1 24 | -8.5% | -19.3% |
净利率ARLOPRPL
| Q4 25 | 4.1% | -2.3% | ||
| Q3 25 | 4.9% | -9.9% | ||
| Q2 25 | 2.4% | -16.5% | ||
| Q1 25 | -0.7% | -18.4% | ||
| Q4 24 | -4.0% | -6.6% | ||
| Q3 24 | -3.2% | -33.1% | ||
| Q2 24 | -9.1% | 0.0% | ||
| Q1 24 | -7.8% | -41.8% |
每股收益（稀释后）ARLOPRPL
| Q4 25 | $0.06 | $0.03 | ||
| Q3 25 | $0.06 | $0.11 | ||
| Q2 25 | $0.03 | $0.16 | ||
| Q1 25 | $-0.01 | $0.18 | ||
| Q4 24 | $-0.05 | $0.08 | ||
| Q3 24 | $-0.04 | $0.36 | ||
| Q2 24 | $-0.12 | $0.00 | ||
| Q1 24 | $-0.10 | $0.47 |
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 | $24.3M |
| 总债务越低越好 | — | $126.7M |
| 股东权益账面价值 | $127.8M | $-29.7M |
| 总资产 | $310.5M | $296.3M |
| 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ARLOPRPL
| Q4 25 | $146.4M | $24.3M | ||
| Q3 25 | $86.0M | $32.4M | ||
| Q2 25 | $71.2M | $34.2M | ||
| Q1 25 | $84.0M | $21.6M | ||
| Q4 24 | $82.0M | $29.0M | ||
| Q3 24 | $77.0M | $23.4M | ||
| Q2 24 | $62.9M | $23.4M | ||
| Q1 24 | $62.1M | $34.5M |
总债务ARLOPRPL
| Q4 25 | — | $126.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $70.7M | ||
| Q3 24 | — | $50.8M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ARLOPRPL
| Q4 25 | $127.8M | $-29.7M | ||
| Q3 25 | $129.2M | $-26.9M | ||
| Q2 25 | $118.3M | $-15.6M | ||
| Q1 25 | $103.4M | $1.3M | ||
| Q4 24 | $100.9M | $20.2M | ||
| Q3 24 | $96.9M | $28.0M | ||
| Q2 24 | $99.3M | $66.4M | ||
| Q1 24 | $99.9M | $65.5M |
总资产ARLOPRPL
| Q4 25 | $310.5M | $296.3M | ||
| Q3 25 | $350.9M | $302.1M | ||
| Q2 25 | $319.7M | $303.8M | ||
| Q1 25 | $296.6M | $293.8M | ||
| Q4 24 | $298.4M | $307.8M | ||
| Q3 24 | $312.4M | $309.3M | ||
| Q2 24 | $295.8M | $362.1M | ||
| Q1 24 | $289.8M | $382.1M |
负债/权益比ARLOPRPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.50× | ||
| Q3 24 | — | 1.82× | ||
| 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 | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-7.8M |
| 自由现金流率自由现金流/营收 | — | -5.5% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 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 | — | $-41.9M |
8季度趋势，按日历期对齐
经营现金流ARLOPRPL
| Q4 25 | $19.8M | $-5.8M | ||
| Q3 25 | $19.2M | $-968.0K | ||
| Q2 25 | $8.8M | $-4.0M | ||
| Q1 25 | $30.9M | $-23.1M | ||
| Q4 24 | $6.7M | $6.8M | ||
| Q3 24 | $18.4M | $1.1M | ||
| Q2 24 | $6.5M | $-8.9M | ||
| Q1 24 | $19.8M | $-16.8M |
自由现金流ARLOPRPL
| Q4 25 | — | $-7.8M | ||
| Q3 25 | — | $-1.8M | ||
| Q2 25 | — | $-7.0M | ||
| Q1 25 | $28.1M | $-25.3M | ||
| Q4 24 | $5.6M | $5.7M | ||
| Q3 24 | $17.4M | $101.0K | ||
| Q2 24 | $6.2M | $-11.0M | ||
| Q1 24 | $19.4M | $-19.9M |
自由现金流率ARLOPRPL
| Q4 25 | — | -5.5% | ||
| Q3 25 | — | -1.5% | ||
| Q2 25 | — | -6.6% | ||
| Q1 25 | 23.6% | -24.3% | ||
| Q4 24 | 4.6% | 4.4% | ||
| Q3 24 | 12.6% | 0.1% | ||
| Q2 24 | 4.8% | -9.2% | ||
| Q1 24 | 15.7% | -16.5% |
资本支出强度ARLOPRPL
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | 2.4% | 2.2% | ||
| Q4 24 | 0.9% | 0.8% | ||
| Q3 24 | 0.7% | 0.9% | ||
| Q2 24 | 0.2% | 1.7% | ||
| Q1 24 | 0.3% | 2.5% |
现金转化率ARLOPRPL
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -330.22× | ||
| 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% |
PRPL
| Cost Of Revenues | $81.7M | 58% |
| Other | $59.0M | 42% |
