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Arlo Technologies, Inc.（ARLO）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是Arlo Technologies, Inc.的1.4倍（$200.5M vs $141.3M），Arlo Technologies, Inc.净利率更高（4.1% vs 2.2%，领先1.8%），Arlo Technologies, Inc.同比增速更快（16.2% vs 5.2%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
ARLO vs ROG — 直观对比
营收规模更大
ROG
是对方的1.4倍
$141.3M
营收增速更快
ARLO
高出11.0%
5.2%
净利率更高
ARLO
高出1.8%
2.2%
两年增速更快
ARLO
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $200.5M |
| 净利润 | $5.8M | $4.5M |
| 毛利率 | 46.4% | 32.2% |
| 营业利润率 | 3.3% | — |
| 净利率 | 4.1% | 2.2% |
| 营收同比 | 16.2% | 5.2% |
| 净利润同比 | 218.6% | 421.4% |
| 每股收益（稀释后） | $0.06 | $0.25 |
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ARLOROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $141.3M | $201.5M | ||
| Q3 25 | $139.5M | $216.0M | ||
| Q2 25 | $129.4M | $202.8M | ||
| Q1 25 | $119.1M | $190.5M | ||
| Q4 24 | $121.6M | $192.2M | ||
| Q3 24 | $137.7M | $210.3M | ||
| Q2 24 | $127.4M | $214.2M |
净利润ARLOROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $5.8M | $4.6M | ||
| Q3 25 | $6.9M | $8.6M | ||
| Q2 25 | $3.1M | $-73.6M | ||
| Q1 25 | $-835.0K | $-1.4M | ||
| Q4 24 | $-4.9M | $-500.0K | ||
| Q3 24 | $-4.4M | $10.7M | ||
| Q2 24 | $-11.6M | $8.1M |
毛利率ARLOROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 46.4% | 31.5% | ||
| Q3 25 | 40.5% | 33.5% | ||
| Q2 25 | 44.9% | 31.6% | ||
| Q1 25 | 44.3% | 29.9% | ||
| Q4 24 | 36.9% | 32.1% | ||
| Q3 24 | 35.2% | 35.2% | ||
| Q2 24 | 36.8% | 34.1% |
营业利润率ARLOROG
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 3.5% | ||
| Q3 25 | 0.6% | 7.3% | ||
| Q2 25 | 1.5% | -33.3% | ||
| Q1 25 | -1.2% | -0.2% | ||
| Q4 24 | -5.0% | -6.6% | ||
| Q3 24 | -4.0% | 6.9% | ||
| Q2 24 | -10.0% | 5.3% |
净利率ARLOROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.1% | 2.3% | ||
| Q3 25 | 4.9% | 4.0% | ||
| Q2 25 | 2.4% | -36.3% | ||
| Q1 25 | -0.7% | -0.7% | ||
| Q4 24 | -4.0% | -0.3% | ||
| Q3 24 | -3.2% | 5.1% | ||
| Q2 24 | -9.1% | 3.8% |
每股收益（稀释后）ARLOROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.06 | $0.20 | ||
| Q3 25 | $0.06 | $0.48 | ||
| Q2 25 | $0.03 | $-4.00 | ||
| Q1 25 | $-0.01 | $-0.08 | ||
| Q4 24 | $-0.05 | $-0.04 | ||
| Q3 24 | $-0.04 | $0.58 | ||
| Q2 24 | $-0.12 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $127.8M | $1.2B |
| 总资产 | $310.5M | $1.4B |
| 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ARLOROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $146.4M | $197.0M | ||
| Q3 25 | $86.0M | $167.8M | ||
| Q2 25 | $71.2M | $157.2M | ||
| Q1 25 | $84.0M | $175.6M | ||
| Q4 24 | $82.0M | $159.8M | ||
| Q3 24 | $77.0M | $146.4M | ||
| Q2 24 | $62.9M | $119.9M |
股东权益ARLOROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $127.8M | $1.2B | ||
| Q3 25 | $129.2M | $1.2B | ||
| Q2 25 | $118.3M | $1.2B | ||
| Q1 25 | $103.4M | $1.3B | ||
| Q4 24 | $100.9M | $1.3B | ||
| Q3 24 | $96.9M | $1.3B | ||
| Q2 24 | $99.3M | $1.3B |
总资产ARLOROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $310.5M | $1.4B | ||
| Q3 25 | $350.9M | $1.4B | ||
| Q2 25 | $319.7M | $1.5B | ||
| Q1 25 | $296.6M | $1.5B | ||
| Q4 24 | $298.4M | $1.5B | ||
| Q3 24 | $312.4M | $1.5B | ||
| Q2 24 | $295.8M | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 3.43× | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流ARLOROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $19.8M | $46.9M | ||
| Q3 25 | $19.2M | $28.9M | ||
| Q2 25 | $8.8M | $13.7M | ||
| Q1 25 | $30.9M | $11.7M | ||
| Q4 24 | $6.7M | $33.7M | ||
| Q3 24 | $18.4M | $42.4M | ||
| Q2 24 | $6.5M | $22.9M |
自由现金流ARLOROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | $28.1M | $2.1M | ||
| Q4 24 | $5.6M | $18.3M | ||
| Q3 24 | $17.4M | $25.2M | ||
| Q2 24 | $6.2M | $8.8M |
自由现金流率ARLOROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | 23.6% | 1.1% | ||
| Q4 24 | 4.6% | 9.5% | ||
| Q3 24 | 12.6% | 12.0% | ||
| Q2 24 | 4.8% | 4.1% |
资本支出强度ARLOROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | 2.4% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 0.7% | 8.2% | ||
| Q2 24 | 0.2% | 6.6% |
现金转化率ARLOROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 3.43× | 10.20× | ||
| Q3 25 | 2.79× | 3.36× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
暂无分部数据
