NETGEAR, Inc.

NASDAQ•NTGR

CEO: Mr. Bryan D. Murray CPA

セクター: Technology

業種: Communication Equipment

上場日: 2003-07-31

NETGEAR, Inc. provides connectivity solutions the Americas; Europe, the Middle East, Africa; and the Asia Pacific. The company operates in two segments, Connected Home, and NETGEAR for Business. The Connected Home segment offers Wi-Fi routers and home Wi-Fi mesh systems, Wi-Fi hotspots, digital displays, broadband modems, Wi-Fi gateways, Wi-Fi range extenders, powerline adapters, and Wi-Fi network adapters; and provides value-added service offerings, including security and privacy, technical support, and parental controls. The NETGEAR for Business segment provides pro AV Solutions; pro routers; enterprise grade cloud managed or standalone access points; general purpose ethernet switches; NETGEAR Insight remote management software; and NETGEAR engage controller. It markets and sells its products through wholesale distributors, traditional and online retailers, direct market resellers, value-added resellers, and broadband service providers, as well as through its direct online store. The company was incorporated in 1996 and is headquartered in San Jose, California.

連絡先情報

350 East Plumeria Drive, San Jose, CA, 95134, United States

408-907-8000

www.netgear.com

時価総額

$595.89M

PER (TTM)

-18.5

42.6

配当利回り

52週高値

$36.86

52週安値

$18.75

52週レンジ

12%

順位44Top 53.8%

3.7

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 3.7 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$176.20M+0.00%

直近4四半期の推移

EPS

-$0.54+0.00%

直近4四半期の推移

フリーCF

$13.62M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Revenue Increased Net revenue reached $699.62M USD, showing 3.8% growth compared to prior year results.

Gross Margin Significantly Improved Gross margin percentage rose sharply to 38.0% from 29.1%, driven by favorable Enterprise product mix.

Enterprise Segment Strong Growth Enterprise revenue grew 18.8% to $342.03M USD; contribution margin increased to 22.4%.

Consumer Margin Recovery Consumer segment achieved 2.4% contribution margin, recovering from prior period operating losses.

リスク要因

Supply Chain Component Reliance Obtaining key components from limited or sole sources risks increased costs and potential loss of sales volume.

Channel Inventory Optimization Managing channel partner inventory levels is challenging, potentially leading to excess inventory costs or lost sales opportunities.

Rapid Product Price Erosion Average selling prices decline quickly over product cycles, negatively affecting net revenue and overall gross margins.

Cybersecurity and Data Risks Product security vulnerabilities and data breaches could disrupt operations, leading to regulatory actions and reputational harm.

見通し

Executing Multi-Phase Transformation Entering second phase focused on strengthening core businesses through improved execution and cost structure alignment.

Accelerating Growth Initiatives Subsequent phase expected to focus on accelerating growth, including selective inorganic opportunities for expansion.

Software and Security Focus Continued investment in differentiating portfolio through software, services, and enhanced security offerings.

WiFi 7 Product Pipeline Commitment to introducing additional and improved WiFi 7 products across major product lines in 2026.

同業比較

売上高 (TTM)

SCSC

$3.02B

+0.1%

CRSR

$1.47B

+11.9%

GCT

$1.29B

+11.1%

粗利益率 (最新四半期)

AIOT

55.2%

+0.3pp

ITRN

50.3%

+2.2pp

CRCT

47.4%

+9.1pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
GCT	$1.64B	12.1	30.7%	39.0%
CTS	$1.49B	22.7	11.9%	16.0%
COHU	$1.35B	-18.1	-9.1%	28.9%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

2.8%

緩やかな成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

25%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年4月28日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし