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Arlo Technologies, Inc.（ARLO）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是Arlo Technologies, Inc.的1.6倍（$225.0M vs $141.3M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 16.2%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
ARLO vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.6倍
$141.3M
营收增速更快
ROCK
高出8.7%
16.2%
两年增速更快
ARLO
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $225.0M |
| 净利润 | $5.8M | — |
| 毛利率 | 46.4% | 25.3% |
| 营业利润率 | 3.3% | 7.9% |
| 净利率 | 4.1% | — |
| 营收同比 | 16.2% | 24.9% |
| 净利润同比 | 218.6% | — |
| 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ARLOROCK
| Q4 25 | $141.3M | $225.0M | ||
| Q3 25 | $139.5M | $310.9M | ||
| Q2 25 | $129.4M | $309.5M | ||
| Q1 25 | $119.1M | $290.0M | ||
| Q4 24 | $121.6M | $180.1M | ||
| Q3 24 | $137.7M | $277.1M | ||
| Q2 24 | $127.4M | $273.6M | ||
| Q1 24 | $124.2M | $292.5M |
净利润ARLOROCK
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $-89.1M | ||
| Q2 25 | $3.1M | $26.0M | ||
| Q1 25 | $-835.0K | $21.1M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $34.0M | ||
| Q2 24 | $-11.6M | $32.2M | ||
| Q1 24 | $-9.6M | $24.9M |
毛利率ARLOROCK
| Q4 25 | 46.4% | 25.3% | ||
| Q3 25 | 40.5% | 26.6% | ||
| Q2 25 | 44.9% | 28.4% | ||
| Q1 25 | 44.3% | 26.8% | ||
| Q4 24 | 36.9% | 29.0% | ||
| Q3 24 | 35.2% | 29.4% | ||
| Q2 24 | 36.8% | 30.5% | ||
| Q1 24 | 38.1% | 28.9% |
营业利润率ARLOROCK
| Q4 25 | 3.3% | 7.9% | ||
| Q3 25 | 0.6% | 12.8% | ||
| Q2 25 | 1.5% | 12.8% | ||
| Q1 25 | -1.2% | 8.8% | ||
| Q4 24 | -5.0% | 13.3% | ||
| Q3 24 | -4.0% | 15.6% | ||
| Q2 24 | -10.0% | 14.9% | ||
| Q1 24 | -8.5% | 10.8% |
净利率ARLOROCK
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | -28.6% | ||
| Q2 25 | 2.4% | 8.4% | ||
| Q1 25 | -0.7% | 7.3% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | 12.3% | ||
| Q2 24 | -9.1% | 11.8% | ||
| Q1 24 | -7.8% | 8.5% |
每股收益（稀释后）ARLOROCK
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | $-2.98 | ||
| Q2 25 | $0.03 | $0.87 | ||
| Q1 25 | $-0.01 | — | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.04 | $1.11 | ||
| Q2 24 | $-0.12 | $1.05 | ||
| 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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $127.8M | $950.4M |
| 总资产 | $310.5M | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ARLOROCK
| Q4 25 | $146.4M | $115.7M | ||
| Q3 25 | $86.0M | $89.4M | ||
| Q2 25 | $71.2M | $43.3M | ||
| Q1 25 | $84.0M | $25.1M | ||
| Q4 24 | $82.0M | $269.5M | ||
| Q3 24 | $77.0M | $228.9M | ||
| Q2 24 | $62.9M | $179.1M | ||
| Q1 24 | $62.1M | $146.7M |
总债务ARLOROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益ARLOROCK
| Q4 25 | $127.8M | $950.4M | ||
| Q3 25 | $129.2M | $951.8M | ||
| Q2 25 | $118.3M | $1.0B | ||
| Q1 25 | $103.4M | $1.0B | ||
| Q4 24 | $100.9M | $1.0B | ||
| Q3 24 | $96.9M | $1.0B | ||
| Q2 24 | $99.3M | $975.7M | ||
| Q1 24 | $99.9M | $940.2M |
总资产ARLOROCK
| Q4 25 | $310.5M | $1.4B | ||
| Q3 25 | $350.9M | $1.4B | ||
| Q2 25 | $319.7M | $1.5B | ||
| Q1 25 | $296.6M | $1.4B | ||
| Q4 24 | $298.4M | $1.4B | ||
| Q3 24 | $312.4M | $1.4B | ||
| Q2 24 | $295.8M | $1.4B | ||
| Q1 24 | $289.8M | $1.3B |
负债/权益比ARLOROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| 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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | — | $26.2M |
| 自由现金流率自由现金流/营收 | — | 11.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | — | $120.6M |
8季度趋势，按日历期对齐
经营现金流ARLOROCK
| Q4 25 | $19.8M | $35.5M | ||
| Q3 25 | $19.2M | $73.0M | ||
| Q2 25 | $8.8M | $44.9M | ||
| Q1 25 | $30.9M | $13.7M | ||
| Q4 24 | $6.7M | $19.9M | ||
| Q3 24 | $18.4M | $64.7M | ||
| Q2 24 | $6.5M | $36.5M | ||
| Q1 24 | $19.8M | $53.2M |
自由现金流ARLOROCK
| Q4 25 | — | $26.2M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | — | $27.3M | ||
| Q1 25 | $28.1M | $2.3M | ||
| Q4 24 | $5.6M | $14.1M | ||
| Q3 24 | $17.4M | $60.5M | ||
| Q2 24 | $6.2M | $33.5M | ||
| Q1 24 | $19.4M | $48.8M |
自由现金流率ARLOROCK
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 20.8% | ||
| Q2 25 | — | 8.8% | ||
| Q1 25 | 23.6% | 0.8% | ||
| Q4 24 | 4.6% | 7.8% | ||
| Q3 24 | 12.6% | 21.8% | ||
| Q2 24 | 4.8% | 12.2% | ||
| Q1 24 | 15.7% | 16.7% |
资本支出强度ARLOROCK
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | 2.4% | 3.9% | ||
| Q4 24 | 0.9% | 3.3% | ||
| Q3 24 | 0.7% | 1.5% | ||
| Q2 24 | 0.2% | 1.1% | ||
| Q1 24 | 0.3% | 1.5% |
现金转化率ARLOROCK
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
