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Arlo Technologies, Inc.（ARLO）与Ribbon Communications Inc.（RBBN）财务数据对比。点击上方公司名可切换其他公司
Ribbon Communications Inc.的季度营收约是Arlo Technologies, Inc.的1.2倍（$162.6M vs $141.3M），Ribbon Communications Inc.净利率更高（54.8% vs 4.1%，领先50.7%），Arlo Technologies, Inc.同比增速更快（16.2% vs -10.3%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
ARLO vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.2倍
$141.3M
营收增速更快
ARLO
高出26.5%
-10.3%
净利率更高
RBBN
高出50.7%
4.1%
两年增速更快
ARLO
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $162.6M |
| 净利润 | $5.8M | $89.1M |
| 毛利率 | 46.4% | 42.9% |
| 营业利润率 | 3.3% | 37.6% |
| 净利率 | 4.1% | 54.8% |
| 营收同比 | 16.2% | -10.3% |
| 净利润同比 | 218.6% | — |
| 每股收益（稀释后） | $0.06 | $0.50 |
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ARLORBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $141.3M | $227.3M | ||
| Q3 25 | $139.5M | $215.4M | ||
| Q2 25 | $129.4M | $220.6M | ||
| Q1 25 | $119.1M | $181.3M | ||
| Q4 24 | $121.6M | $251.4M | ||
| Q3 24 | $137.7M | $210.2M | ||
| Q2 24 | $127.4M | $192.6M |
净利润ARLORBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $-12.1M | ||
| Q2 25 | $3.1M | $-11.1M | ||
| Q1 25 | $-835.0K | $-26.2M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $-13.4M | ||
| Q2 24 | $-11.6M | $-16.8M |
毛利率ARLORBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 46.4% | 53.3% | ||
| Q3 25 | 40.5% | 50.1% | ||
| Q2 25 | 44.9% | 49.6% | ||
| Q1 25 | 44.3% | 45.4% | ||
| Q4 24 | 36.9% | 55.7% | ||
| Q3 24 | 35.2% | 52.1% | ||
| Q2 24 | 36.8% | 50.8% |
营业利润率ARLORBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 3.3% | 4.1% | ||
| Q3 25 | 0.6% | 1.3% | ||
| Q2 25 | 1.5% | 1.9% | ||
| Q1 25 | -1.2% | -10.8% | ||
| Q4 24 | -5.0% | 13.2% | ||
| Q3 24 | -4.0% | -0.4% | ||
| Q2 24 | -10.0% | -1.0% |
净利率ARLORBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | -5.6% | ||
| Q2 25 | 2.4% | -5.0% | ||
| Q1 25 | -0.7% | -14.5% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | -6.4% | ||
| Q2 24 | -9.1% | -8.7% |
每股收益（稀释后）ARLORBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.06 | $0.50 | ||
| Q3 25 | $0.06 | $-0.07 | ||
| Q2 25 | $0.03 | $-0.06 | ||
| Q1 25 | $-0.01 | $-0.15 | ||
| Q4 24 | $-0.05 | $0.05 | ||
| Q3 24 | $-0.04 | $-0.08 | ||
| Q2 24 | $-0.12 | $-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 | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $127.8M | $419.1M |
| 总资产 | $310.5M | — |
| 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ARLORBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $146.4M | $96.4M | ||
| Q3 25 | $86.0M | $74.8M | ||
| Q2 25 | $71.2M | $60.5M | ||
| Q1 25 | $84.0M | $71.2M | ||
| Q4 24 | $82.0M | $87.8M | ||
| Q3 24 | $77.0M | $37.2M | ||
| Q2 24 | $62.9M | $64.6M |
总债务ARLORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益ARLORBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $127.8M | $449.0M | ||
| Q3 25 | $129.2M | $360.1M | ||
| Q2 25 | $118.3M | $370.4M | ||
| Q1 25 | $103.4M | $381.8M | ||
| Q4 24 | $100.9M | $404.6M | ||
| Q3 24 | $96.9M | $395.5M | ||
| Q2 24 | $99.3M | $405.0M |
总资产ARLORBBN
| Q1 26 | — | — | ||
| Q4 25 | $310.5M | $1.2B | ||
| Q3 25 | $350.9M | $1.1B | ||
| Q2 25 | $319.7M | $1.1B | ||
| Q1 25 | $296.6M | $1.1B | ||
| Q4 24 | $298.4M | $1.2B | ||
| Q3 24 | $312.4M | $1.1B | ||
| Q2 24 | $295.8M | $1.1B |
负债/权益比ARLORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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 | — | — |
| 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ARLORBBN
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $29.2M | ||
| Q3 25 | $19.2M | $26.5M | ||
| Q2 25 | $8.8M | $-795.0K | ||
| Q1 25 | $30.9M | $-3.5M | ||
| Q4 24 | $6.7M | $61.8M | ||
| Q3 24 | $18.4M | $-14.8M | ||
| Q2 24 | $6.5M | $-9.8M |
自由现金流ARLORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $27.3M | ||
| Q3 25 | — | $21.0M | ||
| Q2 25 | — | $-6.5M | ||
| Q1 25 | $28.1M | $-15.7M | ||
| Q4 24 | $5.6M | $53.8M | ||
| Q3 24 | $17.4M | $-23.7M | ||
| Q2 24 | $6.2M | $-12.9M |
自由现金流率ARLORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | — | -2.9% | ||
| Q1 25 | 23.6% | -8.7% | ||
| Q4 24 | 4.6% | 21.4% | ||
| Q3 24 | 12.6% | -11.3% | ||
| Q2 24 | 4.8% | -6.7% |
资本支出强度ARLORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | 2.4% | 6.7% | ||
| Q4 24 | 0.9% | 3.2% | ||
| Q3 24 | 0.7% | 4.2% | ||
| Q2 24 | 0.2% | 1.6% |
现金转化率ARLORBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
