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Arlo Technologies, Inc.（ARLO）与COMSCORE, INC.（SCOR）财务数据对比。点击上方公司名可切换其他公司
Arlo Technologies, Inc.的季度营收约是COMSCORE, INC.的1.5倍（$141.3M vs $93.5M），Arlo Technologies, Inc.净利率更高（4.1% vs 3.2%，领先0.8%），Arlo Technologies, Inc.同比增速更快（16.2% vs -1.5%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs 3.8%）
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。
Comscore是总部设于美国的全球媒体测量与分析企业，为企业、广告代理商、品牌营销方及媒体出版方提供专业营销数据与分析服务，在全球媒体行业和营销领域拥有广泛影响力。
ARLO vs SCOR — 直观对比
营收规模更大
ARLO
是对方的1.5倍
$93.5M
营收增速更快
ARLO
高出17.8%
-1.5%
净利率更高
ARLO
高出0.8%
3.2%
两年增速更快
ARLO
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $93.5M |
| 净利润 | $5.8M | $3.0M |
| 毛利率 | 46.4% | 41.0% |
| 营业利润率 | 3.3% | 7.0% |
| 净利率 | 4.1% | 3.2% |
| 营收同比 | 16.2% | -1.5% |
| 净利润同比 | 218.6% | -3.7% |
| 每股收益（稀释后） | $0.06 | $9.50 |
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ARLOSCOR
| Q4 25 | $141.3M | $93.5M | ||
| Q3 25 | $139.5M | $88.9M | ||
| Q2 25 | $129.4M | $89.4M | ||
| Q1 25 | $119.1M | $85.7M | ||
| Q4 24 | $121.6M | $94.9M | ||
| Q3 24 | $137.7M | $88.5M | ||
| Q2 24 | $127.4M | $85.8M | ||
| Q1 24 | $124.2M | $86.8M |
净利润ARLOSCOR
| Q4 25 | $5.8M | $3.0M | ||
| Q3 25 | $6.9M | $453.0K | ||
| Q2 25 | $3.1M | $-9.5M | ||
| Q1 25 | $-835.0K | $-4.0M | ||
| Q4 24 | $-4.9M | $3.1M | ||
| Q3 24 | $-4.4M | $-60.6M | ||
| Q2 24 | $-11.6M | $-1.7M | ||
| Q1 24 | $-9.6M | $-1.1M |
毛利率ARLOSCOR
| Q4 25 | 46.4% | 41.0% | ||
| Q3 25 | 40.5% | 40.6% | ||
| Q2 25 | 44.9% | 40.6% | ||
| Q1 25 | 44.3% | 39.6% | ||
| Q4 24 | 36.9% | 42.4% | ||
| Q3 24 | 35.2% | 41.2% | ||
| Q2 24 | 36.8% | 39.5% | ||
| Q1 24 | 38.1% | 42.3% |
营业利润率ARLOSCOR
| Q4 25 | 3.3% | 7.0% | ||
| Q3 25 | 0.6% | 1.9% | ||
| Q2 25 | 1.5% | -1.9% | ||
| Q1 25 | -1.2% | -2.4% | ||
| Q4 24 | -5.0% | 4.1% | ||
| Q3 24 | -4.0% | -67.4% | ||
| Q2 24 | -10.0% | -2.2% | ||
| Q1 24 | -8.5% | -2.2% |
净利率ARLOSCOR
| Q4 25 | 4.1% | 3.2% | ||
| Q3 25 | 4.9% | 0.5% | ||
| Q2 25 | 2.4% | -10.6% | ||
| Q1 25 | -0.7% | -4.7% | ||
| Q4 24 | -4.0% | 3.3% | ||
| Q3 24 | -3.2% | -68.5% | ||
| Q2 24 | -9.1% | -2.0% | ||
| Q1 24 | -7.8% | -1.2% |
每股收益（稀释后）ARLOSCOR
| Q4 25 | $0.06 | $9.50 | ||
| Q3 25 | $0.06 | $-0.86 | ||
| Q2 25 | $0.03 | $-2.73 | ||
| Q1 25 | $-0.01 | $-1.66 | ||
| Q4 24 | $-0.05 | $-0.47 | ||
| Q3 24 | $-0.04 | $-12.79 | ||
| Q2 24 | $-0.12 | $-1.19 | ||
| Q1 24 | $-0.10 | $-1.08 |
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 | $23.6M |
| 总债务越低越好 | — | $41.5M |
| 股东权益账面价值 | $127.8M | $111.4M |
| 总资产 | $310.5M | $407.7M |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资ARLOSCOR
| Q4 25 | $146.4M | $23.6M | ||
| Q3 25 | $86.0M | $26.7M | ||
| Q2 25 | $71.2M | $26.0M | ||
| Q1 25 | $84.0M | $31.0M | ||
| Q4 24 | $82.0M | $29.9M | ||
| Q3 24 | $77.0M | $20.0M | ||
| Q2 24 | $62.9M | $14.7M | ||
| Q1 24 | $62.1M | $18.7M |
总债务ARLOSCOR
| Q4 25 | — | $41.5M | ||
| Q3 25 | — | $41.4M | ||
| Q2 25 | — | $41.3M | ||
| Q1 25 | — | $41.3M | ||
| Q4 24 | — | $41.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ARLOSCOR
| Q4 25 | $127.8M | $111.4M | ||
| Q3 25 | $129.2M | $-26.3M | ||
| Q2 25 | $118.3M | $-21.7M | ||
| Q1 25 | $103.4M | $-13.5M | ||
| Q4 24 | $100.9M | $-8.3M | ||
| Q3 24 | $96.9M | $-2.7M | ||
| Q2 24 | $99.3M | $45.8M | ||
| Q1 24 | $99.9M | $51.4M |
总资产ARLOSCOR
| Q4 25 | $310.5M | $407.7M | ||
| Q3 25 | $350.9M | $406.9M | ||
| Q2 25 | $319.7M | $415.9M | ||
| Q1 25 | $296.6M | $421.5M | ||
| Q4 24 | $298.4M | $430.2M | ||
| Q3 24 | $312.4M | $412.5M | ||
| Q2 24 | $295.8M | $474.1M | ||
| Q1 24 | $289.8M | $477.7M |
负债/权益比ARLOSCOR
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $3.2M |
| 自由现金流经营现金流 - 资本支出 | — | $2.9M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | 3.43× | 1.07× |
| 过去12个月自由现金流最近4个季度 | — | $21.8M |
8季度趋势，按日历期对齐
经营现金流ARLOSCOR
| Q4 25 | $19.8M | $3.2M | ||
| Q3 25 | $19.2M | $9.5M | ||
| Q2 25 | $8.8M | $932.0K | ||
| Q1 25 | $30.9M | $9.1M | ||
| Q4 24 | $6.7M | $-10.0M | ||
| Q3 24 | $18.4M | $12.5M | ||
| Q2 24 | $6.5M | $8.7M | ||
| Q1 24 | $19.8M | $6.9M |
自由现金流ARLOSCOR
| Q4 25 | — | $2.9M | ||
| Q3 25 | — | $9.4M | ||
| Q2 25 | — | $787.0K | ||
| Q1 25 | $28.1M | $8.7M | ||
| Q4 24 | $5.6M | $-10.3M | ||
| Q3 24 | $17.4M | $12.4M | ||
| Q2 24 | $6.2M | $8.5M | ||
| Q1 24 | $19.4M | $6.6M |
自由现金流率ARLOSCOR
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 10.5% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | 23.6% | 10.1% | ||
| Q4 24 | 4.6% | -10.8% | ||
| Q3 24 | 12.6% | 14.0% | ||
| Q2 24 | 4.8% | 10.0% | ||
| Q1 24 | 15.7% | 7.6% |
资本支出强度ARLOSCOR
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | 2.4% | 0.4% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 0.7% | 0.1% | ||
| Q2 24 | 0.2% | 0.2% | ||
| Q1 24 | 0.3% | 0.3% |
现金转化率ARLOSCOR
| Q4 25 | 3.43× | 1.07× | ||
| Q3 25 | 2.79× | 20.96× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -3.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
SCOR
| Transferred Over Time | $77.1M | 83% |
| Research Insight Solutions | $14.6M | 16% |
| Related Party | $2.5M | 3% |
