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Arlo Technologies, Inc.（ARLO）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是Arlo Technologies, Inc.的1.5倍（$217.4M vs $141.3M），Arlo Technologies, Inc.净利率更高（4.1% vs 1.4%，领先2.6%），Arlo Technologies, Inc.同比增速更快（16.2% vs 0.5%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs 3.0%）
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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
ARLO vs RPD — 直观对比
营收规模更大
RPD
是对方的1.5倍
$141.3M
营收增速更快
ARLO
高出15.7%
0.5%
净利率更高
ARLO
高出2.6%
1.4%
两年增速更快
ARLO
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $217.4M |
| 净利润 | $5.8M | $3.1M |
| 毛利率 | 46.4% | 68.9% |
| 营业利润率 | 3.3% | 1.0% |
| 净利率 | 4.1% | 1.4% |
| 营收同比 | 16.2% | 0.5% |
| 净利润同比 | 218.6% | 44.1% |
| 每股收益（稀释后） | $0.06 | $0.05 |
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ARLORPD
| Q4 25 | $141.3M | $217.4M | ||
| Q3 25 | $139.5M | $218.0M | ||
| Q2 25 | $129.4M | $214.2M | ||
| Q1 25 | $119.1M | $210.3M | ||
| Q4 24 | $121.6M | $216.3M | ||
| Q3 24 | $137.7M | $214.7M | ||
| Q2 24 | $127.4M | $208.0M | ||
| Q1 24 | $124.2M | $205.1M |
净利润ARLORPD
| Q4 25 | $5.8M | $3.1M | ||
| Q3 25 | $6.9M | $9.8M | ||
| Q2 25 | $3.1M | $8.3M | ||
| Q1 25 | $-835.0K | $2.1M | ||
| Q4 24 | $-4.9M | $2.2M | ||
| Q3 24 | $-4.4M | $15.4M | ||
| Q2 24 | $-11.6M | $6.5M | ||
| Q1 24 | $-9.6M | $1.4M |
毛利率ARLORPD
| Q4 25 | 46.4% | 68.9% | ||
| Q3 25 | 40.5% | 70.2% | ||
| Q2 25 | 44.9% | 70.6% | ||
| Q1 25 | 44.3% | 71.7% | ||
| Q4 24 | 36.9% | 69.5% | ||
| Q3 24 | 35.2% | 70.6% | ||
| Q2 24 | 36.8% | 70.7% | ||
| Q1 24 | 38.1% | 70.3% |
营业利润率ARLORPD
| Q4 25 | 3.3% | 1.0% | ||
| Q3 25 | 0.6% | 2.7% | ||
| Q2 25 | 1.5% | 1.6% | ||
| Q1 25 | -1.2% | -0.0% | ||
| Q4 24 | -5.0% | 3.4% | ||
| Q3 24 | -4.0% | 6.0% | ||
| Q2 24 | -10.0% | 2.5% | ||
| Q1 24 | -8.5% | 4.7% |
净利率ARLORPD
| Q4 25 | 4.1% | 1.4% | ||
| Q3 25 | 4.9% | 4.5% | ||
| Q2 25 | 2.4% | 3.9% | ||
| Q1 25 | -0.7% | 1.0% | ||
| Q4 24 | -4.0% | 1.0% | ||
| Q3 24 | -3.2% | 7.2% | ||
| Q2 24 | -9.1% | 3.1% | ||
| Q1 24 | -7.8% | 0.7% |
每股收益（稀释后）ARLORPD
| Q4 25 | $0.06 | $0.05 | ||
| Q3 25 | $0.06 | $0.15 | ||
| Q2 25 | $0.03 | $0.13 | ||
| Q1 25 | $-0.01 | $0.03 | ||
| Q4 24 | $-0.05 | $0.08 | ||
| Q3 24 | $-0.04 | $0.21 | ||
| Q2 24 | $-0.12 | $0.09 | ||
| Q1 24 | $-0.10 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $127.8M | $154.7M |
| 总资产 | $310.5M | $1.7B |
| 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ARLORPD
| Q4 25 | $146.4M | $474.7M | ||
| Q3 25 | $86.0M | $407.1M | ||
| Q2 25 | $71.2M | $511.7M | ||
| Q1 25 | $84.0M | $493.5M | ||
| Q4 24 | $82.0M | $521.7M | ||
| Q3 24 | $77.0M | $443.7M | ||
| Q2 24 | $62.9M | $442.6M | ||
| Q1 24 | $62.1M | $411.7M |
股东权益ARLORPD
| Q4 25 | $127.8M | $154.7M | ||
| Q3 25 | $129.2M | $127.2M | ||
| Q2 25 | $118.3M | $90.4M | ||
| Q1 25 | $103.4M | $52.7M | ||
| Q4 24 | $100.9M | $17.7M | ||
| Q3 24 | $96.9M | $-5.1M | ||
| Q2 24 | $99.3M | $-52.6M | ||
| Q1 24 | $99.9M | $-86.4M |
总资产ARLORPD
| Q4 25 | $310.5M | $1.7B | ||
| Q3 25 | $350.9M | $1.7B | ||
| Q2 25 | $319.7M | $1.6B | ||
| Q1 25 | $296.6M | $1.6B | ||
| Q4 24 | $298.4M | $1.7B | ||
| Q3 24 | $312.4M | $1.6B | ||
| Q2 24 | $295.8M | $1.5B | ||
| Q1 24 | $289.8M | $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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 3.43× | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势，按日历期对齐
经营现金流ARLORPD
| Q4 25 | $19.8M | $37.6M | ||
| Q3 25 | $19.2M | $39.0M | ||
| Q2 25 | $8.8M | $47.5M | ||
| Q1 25 | $30.9M | $29.8M | ||
| Q4 24 | $6.7M | $63.8M | ||
| Q3 24 | $18.4M | $44.0M | ||
| Q2 24 | $6.5M | $32.9M | ||
| Q1 24 | $19.8M | $31.1M |
自由现金流ARLORPD
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | — | $46.6M | ||
| Q1 25 | $28.1M | $28.4M | ||
| Q4 24 | $5.6M | $62.6M | ||
| Q3 24 | $17.4M | $42.6M | ||
| Q2 24 | $6.2M | $32.6M | ||
| Q1 24 | $19.4M | $30.4M |
自由现金流率ARLORPD
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | 23.6% | 13.5% | ||
| Q4 24 | 4.6% | 28.9% | ||
| Q3 24 | 12.6% | 19.9% | ||
| Q2 24 | 4.8% | 15.7% | ||
| Q1 24 | 15.7% | 14.8% |
资本支出强度ARLORPD
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | 2.4% | 0.6% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 0.7% | 0.6% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.3% | 0.3% |
现金转化率ARLORPD
| Q4 25 | 3.43× | 12.01× | ||
| Q3 25 | 2.79× | 3.97× | ||
| Q2 25 | 2.83× | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
