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Arlo Technologies, Inc.（ARLO）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
REPLIGEN CORP的季度营收约是Arlo Technologies, Inc.的1.4倍（$197.9M vs $141.3M），REPLIGEN CORP净利率更高（6.7% vs 4.1%，领先2.6%），Arlo Technologies, Inc.同比增速更快（16.2% vs 13.6%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% 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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
ARLO vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.4倍
$141.3M
营收增速更快
ARLO
高出2.6%
13.6%
净利率更高
RGEN
高出2.6%
4.1%
两年增速更快
RGEN
近两年复合增速
6.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $197.9M |
| 净利润 | $5.8M | $13.3M |
| 毛利率 | 46.4% | 52.5% |
| 营业利润率 | 3.3% | 9.0% |
| 净利率 | 4.1% | 6.7% |
| 营收同比 | 16.2% | 13.6% |
| 净利润同比 | 218.6% | 143.9% |
| 每股收益（稀释后） | $0.06 | $0.24 |
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ARLORGEN
| Q4 25 | $141.3M | $197.9M | ||
| Q3 25 | $139.5M | $188.8M | ||
| Q2 25 | $129.4M | $182.4M | ||
| Q1 25 | $119.1M | $169.2M | ||
| Q4 24 | $121.6M | $174.1M | ||
| Q3 24 | $137.7M | $154.9M | ||
| Q2 24 | $127.4M | $154.1M | ||
| Q1 24 | $124.2M | $151.3M |
净利润ARLORGEN
| Q4 25 | $5.8M | $13.3M | ||
| Q3 25 | $6.9M | $14.9M | ||
| Q2 25 | $3.1M | $14.9M | ||
| Q1 25 | $-835.0K | $5.8M | ||
| Q4 24 | $-4.9M | $-30.3M | ||
| Q3 24 | $-4.4M | $-654.0K | ||
| Q2 24 | $-11.6M | $3.3M | ||
| Q1 24 | $-9.6M | $2.1M |
毛利率ARLORGEN
| Q4 25 | 46.4% | 52.5% | ||
| Q3 25 | 40.5% | 53.2% | ||
| Q2 25 | 44.9% | 50.0% | ||
| Q1 25 | 44.3% | 53.6% | ||
| Q4 24 | 36.9% | 26.1% | ||
| Q3 24 | 35.2% | 50.0% | ||
| Q2 24 | 36.8% | 49.8% | ||
| Q1 24 | 38.1% | 49.5% |
营业利润率ARLORGEN
| Q4 25 | 3.3% | 9.0% | ||
| Q3 25 | 0.6% | 8.9% | ||
| Q2 25 | 1.5% | 7.6% | ||
| Q1 25 | -1.2% | 3.9% | ||
| Q4 24 | -5.0% | -17.7% | ||
| Q3 24 | -4.0% | -5.1% | ||
| Q2 24 | -10.0% | 1.0% | ||
| Q1 24 | -8.5% | 1.3% |
净利率ARLORGEN
| Q4 25 | 4.1% | 6.7% | ||
| Q3 25 | 4.9% | 7.9% | ||
| Q2 25 | 2.4% | 8.2% | ||
| Q1 25 | -0.7% | 3.4% | ||
| Q4 24 | -4.0% | -17.4% | ||
| Q3 24 | -3.2% | -0.4% | ||
| Q2 24 | -9.1% | 2.2% | ||
| Q1 24 | -7.8% | 1.4% |
每股收益（稀释后）ARLORGEN
| Q4 25 | $0.06 | $0.24 | ||
| Q3 25 | $0.06 | $0.26 | ||
| Q2 25 | $0.03 | $0.26 | ||
| Q1 25 | $-0.01 | $0.10 | ||
| Q4 24 | $-0.05 | $-0.55 | ||
| Q3 24 | $-0.04 | $-0.01 | ||
| Q2 24 | $-0.12 | $0.06 | ||
| Q1 24 | $-0.10 | $0.04 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $127.8M | $2.1B |
| 总资产 | $310.5M | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资ARLORGEN
| Q4 25 | $146.4M | $767.6M | ||
| Q3 25 | $86.0M | $748.7M | ||
| Q2 25 | $71.2M | $708.9M | ||
| Q1 25 | $84.0M | $697.2M | ||
| Q4 24 | $82.0M | $757.4M | ||
| Q3 24 | $77.0M | $784.0M | ||
| Q2 24 | $62.9M | $809.1M | ||
| Q1 24 | $62.1M | $780.6M |
总债务ARLORGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ARLORGEN
| Q4 25 | $127.8M | $2.1B | ||
| Q3 25 | $129.2M | $2.1B | ||
| Q2 25 | $118.3M | $2.1B | ||
| Q1 25 | $103.4M | $2.0B | ||
| Q4 24 | $100.9M | $2.0B | ||
| Q3 24 | $96.9M | $2.0B | ||
| Q2 24 | $99.3M | $2.0B | ||
| Q1 24 | $99.9M | $2.0B |
总资产ARLORGEN
| Q4 25 | $310.5M | $2.9B | ||
| Q3 25 | $350.9M | $2.9B | ||
| Q2 25 | $319.7M | $2.9B | ||
| Q1 25 | $296.6M | $2.9B | ||
| Q4 24 | $298.4M | $2.8B | ||
| Q3 24 | $312.4M | $2.8B | ||
| Q2 24 | $295.8M | $2.9B | ||
| Q1 24 | $289.8M | $2.8B |
负债/权益比ARLORGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| 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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | 3.43× | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流ARLORGEN
| Q4 25 | $19.8M | $25.7M | ||
| Q3 25 | $19.2M | $48.1M | ||
| Q2 25 | $8.8M | $28.6M | ||
| Q1 25 | $30.9M | $15.0M | ||
| Q4 24 | $6.7M | $39.2M | ||
| Q3 24 | $18.4M | $49.3M | ||
| Q2 24 | $6.5M | $42.2M | ||
| Q1 24 | $19.8M | $44.7M |
自由现金流ARLORGEN
| Q4 25 | — | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | — | $21.5M | ||
| Q1 25 | $28.1M | $11.4M | ||
| Q4 24 | $5.6M | $33.6M | ||
| Q3 24 | $17.4M | $42.3M | ||
| Q2 24 | $6.2M | $37.4M | ||
| Q1 24 | $19.4M | $36.4M |
自由现金流率ARLORGEN
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | 23.6% | 6.8% | ||
| Q4 24 | 4.6% | 19.3% | ||
| Q3 24 | 12.6% | 27.3% | ||
| Q2 24 | 4.8% | 24.3% | ||
| Q1 24 | 15.7% | 24.0% |
资本支出强度ARLORGEN
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | 2.4% | 2.1% | ||
| Q4 24 | 0.9% | 3.2% | ||
| Q3 24 | 0.7% | 4.5% | ||
| Q2 24 | 0.2% | 3.1% | ||
| Q1 24 | 0.3% | 5.5% |
现金转化率ARLORGEN
| Q4 25 | 3.43× | 1.93× | ||
| Q3 25 | 2.79× | 3.23× | ||
| Q2 25 | 2.83× | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 21.35× |
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% |
RGEN
暂无分部数据
