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Arlo Technologies, Inc.（ARLO）与Ranger Energy Services, Inc.（RNGR）财务数据对比。点击上方公司名可切换其他公司
Ranger Energy Services, Inc.的季度营收约是Arlo Technologies, Inc.的1.0倍（$142.2M vs $141.3M），Arlo Technologies, Inc.净利率更高（4.1% vs 2.3%，领先1.8%），Arlo Technologies, Inc.同比增速更快（16.2% vs -0.6%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs 1.9%）
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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
ARLO vs RNGR — 直观对比
营收规模更大
RNGR
是对方的1.0倍
$141.3M
营收增速更快
ARLO
高出16.9%
-0.6%
净利率更高
ARLO
高出1.8%
2.3%
两年增速更快
ARLO
近两年复合增速
1.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $142.2M |
| 净利润 | $5.8M | $3.2M |
| 毛利率 | 46.4% | — |
| 营业利润率 | 3.3% | 2.3% |
| 净利率 | 4.1% | 2.3% |
| 营收同比 | 16.2% | -0.6% |
| 净利润同比 | 218.6% | -44.8% |
| 每股收益（稀释后） | $0.06 | $0.14 |
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ARLORNGR
| Q4 25 | $141.3M | $142.2M | ||
| Q3 25 | $139.5M | $128.9M | ||
| Q2 25 | $129.4M | $140.6M | ||
| Q1 25 | $119.1M | $135.2M | ||
| Q4 24 | $121.6M | $143.1M | ||
| Q3 24 | $137.7M | $153.0M | ||
| Q2 24 | $127.4M | $138.1M | ||
| Q1 24 | $124.2M | $136.9M |
净利润ARLORNGR
| Q4 25 | $5.8M | $3.2M | ||
| Q3 25 | $6.9M | $1.2M | ||
| Q2 25 | $3.1M | $7.3M | ||
| Q1 25 | $-835.0K | $600.0K | ||
| Q4 24 | $-4.9M | $5.8M | ||
| Q3 24 | $-4.4M | $8.7M | ||
| Q2 24 | $-11.6M | $4.7M | ||
| Q1 24 | $-9.6M | $-800.0K |
毛利率ARLORNGR
| 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ARLORNGR
| Q4 25 | 3.3% | 2.3% | ||
| Q3 25 | 0.6% | 2.0% | ||
| Q2 25 | 1.5% | 6.1% | ||
| Q1 25 | -1.2% | 0.7% | ||
| Q4 24 | -5.0% | 6.2% | ||
| Q3 24 | -4.0% | 8.4% | ||
| Q2 24 | -10.0% | 5.3% | ||
| Q1 24 | -8.5% | -0.4% |
净利率ARLORNGR
| Q4 25 | 4.1% | 2.3% | ||
| Q3 25 | 4.9% | 0.9% | ||
| Q2 25 | 2.4% | 5.2% | ||
| Q1 25 | -0.7% | 0.4% | ||
| Q4 24 | -4.0% | 4.1% | ||
| Q3 24 | -3.2% | 5.7% | ||
| Q2 24 | -9.1% | 3.4% | ||
| Q1 24 | -7.8% | -0.6% |
每股收益（稀释后）ARLORNGR
| Q4 25 | $0.06 | $0.14 | ||
| Q3 25 | $0.06 | $0.05 | ||
| Q2 25 | $0.03 | $0.32 | ||
| Q1 25 | $-0.01 | $0.03 | ||
| Q4 24 | $-0.05 | $0.24 | ||
| Q3 24 | $-0.04 | $0.39 | ||
| Q2 24 | $-0.12 | $0.21 | ||
| Q1 24 | $-0.10 | $-0.03 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $127.8M | $300.1M |
| 总资产 | $310.5M | $419.3M |
| 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ARLORNGR
| Q4 25 | $146.4M | $10.3M | ||
| Q3 25 | $86.0M | $45.2M | ||
| Q2 25 | $71.2M | $48.9M | ||
| Q1 25 | $84.0M | $40.3M | ||
| Q4 24 | $82.0M | $40.9M | ||
| Q3 24 | $77.0M | $14.8M | ||
| Q2 24 | $62.9M | $8.7M | ||
| Q1 24 | $62.1M | $11.1M |
总债务ARLORNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益ARLORNGR
| Q4 25 | $127.8M | $300.1M | ||
| Q3 25 | $129.2M | $270.0M | ||
| Q2 25 | $118.3M | $276.9M | ||
| Q1 25 | $103.4M | $272.6M | ||
| Q4 24 | $100.9M | $273.8M | ||
| Q3 24 | $96.9M | $267.6M | ||
| Q2 24 | $99.3M | $260.5M | ||
| Q1 24 | $99.9M | $261.7M |
总资产ARLORNGR
| Q4 25 | $310.5M | $419.3M | ||
| Q3 25 | $350.9M | $372.8M | ||
| Q2 25 | $319.7M | $381.7M | ||
| Q1 25 | $296.6M | $376.5M | ||
| Q4 24 | $298.4M | $381.6M | ||
| Q3 24 | $312.4M | $373.9M | ||
| Q2 24 | $295.8M | $359.6M | ||
| Q1 24 | $289.8M | $355.5M |
负债/权益比ARLORNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | — | $17.1M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | 3.43× | 7.53× |
| 过去12个月自由现金流最近4个季度 | — | $42.9M |
8季度趋势，按日历期对齐
经营现金流ARLORNGR
| Q4 25 | $19.8M | $24.1M | ||
| Q3 25 | $19.2M | $13.6M | ||
| Q2 25 | $8.8M | $20.7M | ||
| Q1 25 | $30.9M | $10.6M | ||
| Q4 24 | $6.7M | $32.7M | ||
| Q3 24 | $18.4M | $17.7M | ||
| Q2 24 | $6.5M | $22.1M | ||
| Q1 24 | $19.8M | $12.0M |
自由现金流ARLORNGR
| Q4 25 | — | $17.1M | ||
| Q3 25 | — | $8.0M | ||
| Q2 25 | — | $14.4M | ||
| Q1 25 | $28.1M | $3.4M | ||
| Q4 24 | $5.6M | $27.3M | ||
| Q3 24 | $17.4M | $10.8M | ||
| Q2 24 | $6.2M | $6.8M | ||
| Q1 24 | $19.4M | $5.5M |
自由现金流率ARLORNGR
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 6.2% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | 23.6% | 2.5% | ||
| Q4 24 | 4.6% | 19.1% | ||
| Q3 24 | 12.6% | 7.1% | ||
| Q2 24 | 4.8% | 4.9% | ||
| Q1 24 | 15.7% | 4.0% |
资本支出强度ARLORNGR
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | 2.4% | 5.3% | ||
| Q4 24 | 0.9% | 3.8% | ||
| Q3 24 | 0.7% | 4.5% | ||
| Q2 24 | 0.2% | 11.1% | ||
| Q1 24 | 0.3% | 4.7% |
现金转化率ARLORNGR
| Q4 25 | 3.43× | 7.53× | ||
| Q3 25 | 2.79× | 11.33× | ||
| Q2 25 | 2.83× | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 4.70× | ||
| 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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
