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Arlo Technologies, Inc.（ARLO）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是Arlo Technologies, Inc.的1.5倍（$212.2M vs $141.3M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 4.1%，领先14.7%），Arlo Technologies, Inc.同比增速更快（16.2% vs 8.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% 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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
ARLO vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.5倍
$141.3M
营收增速更快
ARLO
高出7.6%
8.6%
净利率更高
RAMP
高出14.7%
4.1%
两年增速更快
RAMP
近两年复合增速
6.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $212.2M |
| 净利润 | $5.8M | $39.9M |
| 毛利率 | 46.4% | 71.9% |
| 营业利润率 | 3.3% | 18.6% |
| 净利率 | 4.1% | 18.8% |
| 营收同比 | 16.2% | 8.6% |
| 净利润同比 | 218.6% | 255.7% |
| 每股收益（稀释后） | $0.06 | $0.62 |
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ARLORAMP
| Q4 25 | $141.3M | $212.2M | ||
| Q3 25 | $139.5M | $199.8M | ||
| Q2 25 | $129.4M | $194.8M | ||
| Q1 25 | $119.1M | $188.7M | ||
| Q4 24 | $121.6M | $195.4M | ||
| Q3 24 | $137.7M | $185.5M | ||
| Q2 24 | $127.4M | $176.0M | ||
| Q1 24 | $124.2M | $171.9M |
净利润ARLORAMP
| Q4 25 | $5.8M | $39.9M | ||
| Q3 25 | $6.9M | $27.4M | ||
| Q2 25 | $3.1M | $7.7M | ||
| Q1 25 | $-835.0K | $-6.3M | ||
| Q4 24 | $-4.9M | $11.2M | ||
| Q3 24 | $-4.4M | $1.7M | ||
| Q2 24 | $-11.6M | $-7.5M | ||
| Q1 24 | $-9.6M | $-5.4M |
毛利率ARLORAMP
| Q4 25 | 46.4% | 71.9% | ||
| Q3 25 | 40.5% | 70.2% | ||
| Q2 25 | 44.9% | 70.1% | ||
| Q1 25 | 44.3% | 69.3% | ||
| Q4 24 | 36.9% | 71.9% | ||
| Q3 24 | 35.2% | 72.4% | ||
| Q2 24 | 36.8% | 70.6% | ||
| Q1 24 | 38.1% | 72.2% |
营业利润率ARLORAMP
| Q4 25 | 3.3% | 18.6% | ||
| Q3 25 | 0.6% | 10.7% | ||
| Q2 25 | 1.5% | 3.7% | ||
| Q1 25 | -1.2% | -6.1% | ||
| Q4 24 | -5.0% | 7.5% | ||
| Q3 24 | -4.0% | 4.0% | ||
| Q2 24 | -10.0% | -3.0% | ||
| Q1 24 | -8.5% | -8.3% |
净利率ARLORAMP
| Q4 25 | 4.1% | 18.8% | ||
| Q3 25 | 4.9% | 13.7% | ||
| Q2 25 | 2.4% | 4.0% | ||
| Q1 25 | -0.7% | -3.3% | ||
| Q4 24 | -4.0% | 5.7% | ||
| Q3 24 | -3.2% | 0.9% | ||
| Q2 24 | -9.1% | -4.3% | ||
| Q1 24 | -7.8% | -3.1% |
每股收益（稀释后）ARLORAMP
| Q4 25 | $0.06 | $0.62 | ||
| Q3 25 | $0.06 | $0.42 | ||
| Q2 25 | $0.03 | $0.12 | ||
| Q1 25 | $-0.01 | $-0.10 | ||
| Q4 24 | $-0.05 | $0.17 | ||
| Q3 24 | $-0.04 | $0.03 | ||
| Q2 24 | $-0.12 | $-0.11 | ||
| Q1 24 | $-0.10 | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $127.8M | $962.3M |
| 总资产 | $310.5M | $1.3B |
| 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ARLORAMP
| Q4 25 | $146.4M | $403.4M | ||
| Q3 25 | $86.0M | $376.9M | ||
| Q2 25 | $71.2M | $371.1M | ||
| Q1 25 | $84.0M | $420.8M | ||
| Q4 24 | $82.0M | $384.3M | ||
| Q3 24 | $77.0M | $348.4M | ||
| Q2 24 | $62.9M | $342.7M | ||
| Q1 24 | $62.1M | $368.9M |
股东权益ARLORAMP
| Q4 25 | $127.8M | $962.3M | ||
| Q3 25 | $129.2M | $943.8M | ||
| Q2 25 | $118.3M | $947.8M | ||
| Q1 25 | $103.4M | $948.9M | ||
| Q4 24 | $100.9M | $957.7M | ||
| Q3 24 | $96.9M | $932.1M | ||
| Q2 24 | $99.3M | $951.9M | ||
| Q1 24 | $99.9M | $949.1M |
总资产ARLORAMP
| Q4 25 | $310.5M | $1.3B | ||
| Q3 25 | $350.9M | $1.2B | ||
| Q2 25 | $319.7M | $1.2B | ||
| Q1 25 | $296.6M | $1.3B | ||
| Q4 24 | $298.4M | $1.3B | ||
| Q3 24 | $312.4M | $1.2B | ||
| Q2 24 | $295.8M | $1.2B | ||
| Q1 24 | $289.8M | $1.2B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ARLORAMP
| Q4 25 | $19.8M | — | ||
| Q3 25 | $19.2M | $57.4M | ||
| Q2 25 | $8.8M | $-15.8M | ||
| Q1 25 | $30.9M | — | ||
| Q4 24 | $6.7M | $45.1M | ||
| Q3 24 | $18.4M | $55.6M | ||
| Q2 24 | $6.5M | $-9.3M | ||
| Q1 24 | $19.8M | — |
自由现金流ARLORAMP
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | $44.8M | ||
| Q3 24 | $17.4M | $55.4M | ||
| Q2 24 | $6.2M | $-9.6M | ||
| Q1 24 | $19.4M | — |
自由现金流率ARLORAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | 22.9% | ||
| Q3 24 | 12.6% | 29.8% | ||
| Q2 24 | 4.8% | -5.4% | ||
| Q1 24 | 15.7% | — |
资本支出强度ARLORAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | 2.4% | 0.2% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 0.7% | 0.1% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.3% | 1.0% |
现金转化率ARLORAMP
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 2.09× | ||
| Q2 25 | 2.83× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| 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% |
RAMP
暂无分部数据
