NETGEAR, Inc.

NASDAQ•NTGR

執行長: Mr. Bryan D. Murray CPA

板塊: Technology

行業: 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.

聯絡資訊

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

408-907-8000

www.netgear.com

市值

$615.49M

本益比 (TTM)

-19.1

47.3

股息率

52周最高

$36.86

52周最低

$18.75

52周範圍

16%

排名44Top 53.8%

3.7

F-Score

改良版 Piotroski 分析

基於 10 年期基本面

疲弱 • 3.7 / 9 分

評分區間 (0-9)

8-9: 價值優異

6-7: 基本面強勁

4-5: 整體穩健

0-3: 表現疲弱

資料區間: 2016-2025

財務儀表板

Q4 2025 數據

營業收入

$176.20M+0.00%

近4季度走勢

每股收益

-$0.54+0.00%

近4季度走勢

自由現金流

$13.62M+0.00%

近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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

關鍵指標

股票代碼	市值	本益比 (TTM)	股東權益報酬率 (TTM)	負債率
GCT	$1.67B	12.3	30.7%	39.0%
CTS	$1.51B	23.0	11.9%	16.0%
COHU	$1.40B	-18.8	-9.1%	28.9%

長期趨勢

近4季度

營業收入

淨利

營運現金流

4季度營業收入複合增長率

2.8%

溫和增長

4季度淨利複合增長率

N/M

盈利狀態轉變

現金流穩定性

25%

現金流需要關注

深度研究

下次財報:2026年4月28日

每股收益:-

營業收入:-

財務數據

電話會議

財務報告

新聞

損益表

資產負債表

現金流量表

財務比率

變化率

損益表	過去12個月

無資料