NETGEAR, Inc.

NASDAQ•NTGR

CEO: Mr. Bryan D. Murray CPA

板块: Technology

行业: Communication Equipment

上市日期: 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.

联系方式

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

408-907-8000

www.netgear.com

市值

$595.89M

市盈率 (TTM)

-18.5

42.6

股息率

52周最高

$36.86

52周最低

$18.75

52周范围

12%

排名44Top 53.8%

3.7

F-Score

改良版 Piotroski 分析

基于 10 年期基本面

疲弱 • 3.7 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$176.20M+0.00%

近4季度走势

每股收益

-$0.54+0.00%

近4季度走势

自由现金流

$13.62M+0.00%

近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

SCSC

$3.02B

+0.1%

CRSR

$1.47B

+11.9%

GCT

$1.29B

+11.1%

毛利率 (最新季度)

AIOT

55.2%

+0.3pp

ITRN

50.3%

+2.2pp

CRCT

47.4%

+9.1pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
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%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

2.8%

温和增长

4季度净利润复合增长率

N/M

盈利状态转变

现金流稳定性

25%

现金流需要关注

深度研究

下次财报:2026年4月28日

每股收益:-

营业收入:-

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据