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Arlo Technologies, Inc.（ARLO）与REPUBLIC BANCORP INC（RBCAA）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REPUBLIC BANCORP INC的1.5倍（$141.3M vs $94.3M），REPUBLIC BANCORP INC净利率更高（24.2% vs 4.1%，领先20.1%），Arlo Technologies, Inc.同比增速更快（16.2% vs 5.3%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs -11.5%）
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。
肯塔基州共和银行是美国的一家区域性银行控股企业，提供零售及商业银行全品类服务，涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案，主要服务肯塔基州及周边州的个人消费者和中小企业客户。
ARLO vs RBCAA — 直观对比
营收规模更大
ARLO
是对方的1.5倍
$94.3M
营收增速更快
ARLO
高出10.9%
5.3%
净利率更高
RBCAA
高出20.1%
4.1%
两年增速更快
ARLO
近两年复合增速
-11.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $94.3M |
| 净利润 | $5.8M | $22.8M |
| 毛利率 | 46.4% | — |
| 营业利润率 | 3.3% | 29.3% |
| 净利率 | 4.1% | 24.2% |
| 营收同比 | 16.2% | 5.3% |
| 净利润同比 | 218.6% | 20.0% |
| 每股收益（稀释后） | $0.06 | — |
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ARLORBCAA
| Q4 25 | $141.3M | $94.3M | ||
| Q3 25 | $139.5M | $93.5M | ||
| Q2 25 | $129.4M | $93.8M | ||
| Q1 25 | $119.1M | $135.8M | ||
| Q4 24 | $121.6M | $89.5M | ||
| Q3 24 | $137.7M | $88.1M | ||
| Q2 24 | $127.4M | $86.9M | ||
| Q1 24 | $124.2M | $120.3M |
净利润ARLORBCAA
| Q4 25 | $5.8M | $22.8M | ||
| Q3 25 | $6.9M | $29.7M | ||
| Q2 25 | $3.1M | $31.5M | ||
| Q1 25 | $-835.0K | $47.3M | ||
| Q4 24 | $-4.9M | $19.0M | ||
| Q3 24 | $-4.4M | $26.5M | ||
| Q2 24 | $-11.6M | $25.2M | ||
| Q1 24 | $-9.6M | $30.6M |
毛利率ARLORBCAA
| Q4 25 | 46.4% | — | ||
| Q3 25 | 40.5% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 44.3% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | 36.8% | — | ||
| Q1 24 | 38.1% | — |
营业利润率ARLORBCAA
| Q4 25 | 3.3% | 29.3% | ||
| Q3 25 | 0.6% | 40.4% | ||
| Q2 25 | 1.5% | 43.0% | ||
| Q1 25 | -1.2% | 44.1% | ||
| Q4 24 | -5.0% | 25.8% | ||
| Q3 24 | -4.0% | 38.4% | ||
| Q2 24 | -10.0% | 37.0% | ||
| Q1 24 | -8.5% | 32.2% |
净利率ARLORBCAA
| Q4 25 | 4.1% | 24.2% | ||
| Q3 25 | 4.9% | 31.8% | ||
| Q2 25 | 2.4% | 33.5% | ||
| Q1 25 | -0.7% | 34.8% | ||
| Q4 24 | -4.0% | 21.2% | ||
| Q3 24 | -3.2% | 30.1% | ||
| Q2 24 | -9.1% | 29.0% | ||
| Q1 24 | -7.8% | 25.4% |
每股收益（稀释后）ARLORBCAA
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $-0.01 | — | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.04 | — | ||
| Q2 24 | $-0.12 | — | ||
| Q1 24 | $-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 | $220.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $127.8M | $1.1B |
| 总资产 | $310.5M | $7.0B |
| 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ARLORBCAA
| Q4 25 | $146.4M | $220.0M | ||
| Q3 25 | $86.0M | $484.2M | ||
| Q2 25 | $71.2M | $484.8M | ||
| Q1 25 | $84.0M | $793.0M | ||
| Q4 24 | $82.0M | $432.2M | ||
| Q3 24 | $77.0M | $530.9M | ||
| Q2 24 | $62.9M | $400.1M | ||
| Q1 24 | $62.1M | $546.4M |
股东权益ARLORBCAA
| Q4 25 | $127.8M | $1.1B | ||
| Q3 25 | $129.2M | $1.1B | ||
| Q2 25 | $118.3M | $1.1B | ||
| Q1 25 | $103.4M | $1.0B | ||
| Q4 24 | $100.9M | $992.0M | ||
| Q3 24 | $96.9M | $979.7M | ||
| Q2 24 | $99.3M | $955.4M | ||
| Q1 24 | $99.9M | $935.6M |
总资产ARLORBCAA
| Q4 25 | $310.5M | $7.0B | ||
| Q3 25 | $350.9M | $7.0B | ||
| Q2 25 | $319.7M | $7.0B | ||
| Q1 25 | $296.6M | $7.1B | ||
| Q4 24 | $298.4M | $6.8B | ||
| Q3 24 | $312.4M | $6.7B | ||
| Q2 24 | $295.8M | $6.6B | ||
| Q1 24 | $289.8M | $6.9B |
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 | $168.2M |
| 自由现金流经营现金流 - 资本支出 | — | $161.1M |
| 自由现金流率自由现金流/营收 | — | 170.9% |
| 资本支出强度资本支出/营收 | — | 7.5% |
| 现金转化率经营现金流/净利润 | 3.43× | 7.37× |
| 过去12个月自由现金流最近4个季度 | — | $288.6M |
8季度趋势，按日历期对齐
经营现金流ARLORBCAA
| Q4 25 | $19.8M | $168.2M | ||
| Q3 25 | $19.2M | $33.3M | ||
| Q2 25 | $8.8M | $8.4M | ||
| Q1 25 | $30.9M | $93.2M | ||
| Q4 24 | $6.7M | $149.0M | ||
| Q3 24 | $18.4M | $51.3M | ||
| Q2 24 | $6.5M | $4.0M | ||
| Q1 24 | $19.8M | $71.2M |
自由现金流ARLORBCAA
| Q4 25 | — | $161.1M | ||
| Q3 25 | — | $30.8M | ||
| Q2 25 | — | $5.2M | ||
| Q1 25 | $28.1M | $91.6M | ||
| Q4 24 | $5.6M | $143.2M | ||
| Q3 24 | $17.4M | $49.8M | ||
| Q2 24 | $6.2M | $2.7M | ||
| Q1 24 | $19.4M | $69.1M |
自由现金流率ARLORBCAA
| Q4 25 | — | 170.9% | ||
| Q3 25 | — | 32.9% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | 23.6% | 67.4% | ||
| Q4 24 | 4.6% | 160.0% | ||
| Q3 24 | 12.6% | 56.5% | ||
| Q2 24 | 4.8% | 3.1% | ||
| Q1 24 | 15.7% | 57.5% |
资本支出强度ARLORBCAA
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | 2.4% | 1.2% | ||
| Q4 24 | 0.9% | 6.5% | ||
| Q3 24 | 0.7% | 1.7% | ||
| Q2 24 | 0.2% | 1.5% | ||
| Q1 24 | 0.3% | 1.7% |
现金转化率ARLORBCAA
| Q4 25 | 3.43× | 7.37× | ||
| Q3 25 | 2.79× | 1.12× | ||
| Q2 25 | 2.83× | 0.27× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 1.93× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | 2.33× |
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% |
RBCAA
暂无分部数据
