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Arlo Technologies, Inc.（ARLO）与null（SWIM）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null的1.4倍（$141.3M vs $100.0M），Arlo Technologies, Inc.净利率更高（4.1% vs -7.0%，领先11.1%），Arlo Technologies, Inc.同比增速更快（16.2% vs 14.5%），过去两年Arlo Technologies, Inc.的营收复合增速更高（6.7% vs -4.9%）
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。
该企业是一家源自美国的跨国律师事务所，1934年创立于加利福尼亚州洛杉矶，在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度，是全球颇具影响力的综合性律所之一。
ARLO vs SWIM — 直观对比
营收规模更大
ARLO
是对方的1.4倍
$100.0M
营收增速更快
ARLO
高出1.7%
14.5%
净利率更高
ARLO
高出11.1%
-7.0%
两年增速更快
ARLO
近两年复合增速
-4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $141.3M | $100.0M |
| 净利润 | $5.8M | $-7.0M |
| 毛利率 | 46.4% | 28.0% |
| 营业利润率 | 3.3% | -10.7% |
| 净利率 | 4.1% | -7.0% |
| 营收同比 | 16.2% | 14.5% |
| 净利润同比 | 218.6% | 76.0% |
| 每股收益（稀释后） | $0.06 | $-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ARLOSWIM
| Q4 25 | $141.3M | $100.0M | ||
| Q3 25 | $139.5M | $161.9M | ||
| Q2 25 | $129.4M | $172.6M | ||
| Q1 25 | $119.1M | $111.4M | ||
| Q4 24 | $121.6M | $87.3M | ||
| Q3 24 | $137.7M | $150.5M | ||
| Q2 24 | $127.4M | $160.1M | ||
| Q1 24 | $124.2M | $110.6M |
净利润ARLOSWIM
| Q4 25 | $5.8M | $-7.0M | ||
| Q3 25 | $6.9M | $8.1M | ||
| Q2 25 | $3.1M | $16.0M | ||
| Q1 25 | $-835.0K | $-6.0M | ||
| Q4 24 | $-4.9M | $-29.2M | ||
| Q3 24 | $-4.4M | $5.9M | ||
| Q2 24 | $-11.6M | $13.3M | ||
| Q1 24 | $-9.6M | $-7.9M |
毛利率ARLOSWIM
| Q4 25 | 46.4% | 28.0% | ||
| Q3 25 | 40.5% | 35.4% | ||
| Q2 25 | 44.9% | 37.1% | ||
| Q1 25 | 44.3% | 29.5% | ||
| Q4 24 | 36.9% | 24.6% | ||
| Q3 24 | 35.2% | 32.4% | ||
| Q2 24 | 36.8% | 33.1% | ||
| Q1 24 | 38.1% | 27.7% |
营业利润率ARLOSWIM
| Q4 25 | 3.3% | -10.7% | ||
| Q3 25 | 0.6% | 13.3% | ||
| Q2 25 | 1.5% | 14.3% | ||
| Q1 25 | -1.2% | -4.4% | ||
| Q4 24 | -5.0% | -14.9% | ||
| Q3 24 | -4.0% | 8.9% | ||
| Q2 24 | -10.0% | 12.5% | ||
| Q1 24 | -8.5% | -1.9% |
净利率ARLOSWIM
| Q4 25 | 4.1% | -7.0% | ||
| Q3 25 | 4.9% | 5.0% | ||
| Q2 25 | 2.4% | 9.3% | ||
| Q1 25 | -0.7% | -5.4% | ||
| Q4 24 | -4.0% | -33.4% | ||
| Q3 24 | -3.2% | 3.9% | ||
| Q2 24 | -9.1% | 8.3% | ||
| Q1 24 | -7.8% | -7.1% |
每股收益（稀释后）ARLOSWIM
| Q4 25 | $0.06 | $-0.06 | ||
| Q3 25 | $0.06 | $0.07 | ||
| Q2 25 | $0.03 | $0.13 | ||
| Q1 25 | $-0.01 | $-0.05 | ||
| Q4 24 | $-0.05 | $-0.24 | ||
| Q3 24 | $-0.04 | $0.05 | ||
| Q2 24 | $-0.12 | $0.11 | ||
| Q1 24 | $-0.10 | $-0.07 |
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 | — |
| 总债务越低越好 | — | $279.8M |
| 股东权益账面价值 | $127.8M | $405.9M |
| 总资产 | $310.5M | $823.2M |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ARLOSWIM
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $71.2M | — | ||
| Q1 25 | $84.0M | — | ||
| Q4 24 | $82.0M | — | ||
| Q3 24 | $77.0M | — | ||
| Q2 24 | $62.9M | — | ||
| Q1 24 | $62.1M | — |
总债务ARLOSWIM
| Q4 25 | — | $279.8M | ||
| Q3 25 | — | $281.1M | ||
| Q2 25 | — | $281.5M | ||
| Q1 25 | — | $306.9M | ||
| Q4 24 | — | $281.5M | ||
| Q3 24 | — | $282.8M | ||
| Q2 24 | — | $282.4M | ||
| Q1 24 | — | $282.8M |
股东权益ARLOSWIM
| Q4 25 | $127.8M | $405.9M | ||
| Q3 25 | $129.2M | $408.4M | ||
| Q2 25 | $118.3M | $398.4M | ||
| Q1 25 | $103.4M | $381.1M | ||
| Q4 24 | $100.9M | $387.2M | ||
| Q3 24 | $96.9M | $416.6M | ||
| Q2 24 | $99.3M | $408.1M | ||
| Q1 24 | $99.9M | $391.8M |
总资产ARLOSWIM
| Q4 25 | $310.5M | $823.2M | ||
| Q3 25 | $350.9M | $844.4M | ||
| Q2 25 | $319.7M | $822.1M | ||
| Q1 25 | $296.6M | $824.6M | ||
| Q4 24 | $298.4M | $794.2M | ||
| Q3 24 | $312.4M | $853.4M | ||
| Q2 24 | $295.8M | $830.0M | ||
| Q1 24 | $289.8M | $808.6M |
负债/权益比ARLOSWIM
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | — | 0.72× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | — | $14.1M |
| 自由现金流率自由现金流/营收 | — | 14.1% |
| 资本支出强度资本支出/营收 | — | 9.2% |
| 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 | — | $38.0M |
8季度趋势，按日历期对齐
经营现金流ARLOSWIM
| Q4 25 | $19.8M | $23.3M | ||
| Q3 25 | $19.2M | $51.0M | ||
| Q2 25 | $8.8M | $36.0M | ||
| Q1 25 | $30.9M | $-46.9M | ||
| Q4 24 | $6.7M | $6.2M | ||
| Q3 24 | $18.4M | $37.2M | ||
| Q2 24 | $6.5M | $52.4M | ||
| Q1 24 | $19.8M | $-34.5M |
自由现金流ARLOSWIM
| Q4 25 | — | $14.1M | ||
| Q3 25 | — | $45.2M | ||
| Q2 25 | — | $29.1M | ||
| Q1 25 | $28.1M | $-50.3M | ||
| Q4 24 | $5.6M | $-98.0K | ||
| Q3 24 | $17.4M | $33.2M | ||
| Q2 24 | $6.2M | $47.9M | ||
| Q1 24 | $19.4M | $-39.9M |
自由现金流率ARLOSWIM
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | 27.9% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | 23.6% | -45.2% | ||
| Q4 24 | 4.6% | -0.1% | ||
| Q3 24 | 12.6% | 22.1% | ||
| Q2 24 | 4.8% | 29.9% | ||
| Q1 24 | 15.7% | -36.0% |
资本支出强度ARLOSWIM
| Q4 25 | — | 9.2% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | 2.4% | 3.1% | ||
| Q4 24 | 0.9% | 7.2% | ||
| Q3 24 | 0.7% | 2.7% | ||
| Q2 24 | 0.2% | 2.8% | ||
| Q1 24 | 0.3% | 4.8% |
现金转化率ARLOSWIM
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 6.29× | ||
| Q2 25 | 2.83× | 2.25× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.32× | ||
| Q2 24 | — | 3.95× | ||
| 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% |
SWIM
| In Ground Swimming Pools | $50.2M | 50% |
| Covers | $37.0M | 37% |
| Liners | $12.7M | 13% |
