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6Apr 7, 2026·SEC
Feb 26, 2026·SEC
Nov 6, 2025·SEC
Arlo Technologies, Inc. (ARLO) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Arlo Technologies, Inc. (ARLO) stock price & volume — 10-year historical chart
Arlo Technologies, Inc. (ARLO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Arlo Technologies, Inc. (ARLO) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 26, 2026 | $0.22vs $0.16+37.5% | $141Mvs $136M+4.2% |
| Q4 2025 | Nov 6, 2025 | $0.16vs $0.15+6.7% | $140Mvs $136M+2.9% |
| Q3 2025 | Aug 7, 2025 | $0.17vs $0.16+6.3% | $129Mvs $135M-4.1% |
| Q2 2025 | May 8, 2025 | $0.15vs $0.12+25.0% | $119Mvs $118M+0.6% |
Arlo Technologies, Inc. (ARLO) competitors in Electronic Security Systems and Monitoring — business model, growth, and fundamentals comparison
Arlo Technologies, Inc. (ARLO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Arlo Technologies, Inc. (ARLO) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Sales/Revenue | 370.66M | 472.02M | 370.01M | 357.15M | 435.14M | 490.41M | 491.18M | 510.89M | 529.3M |
| Revenue Growth % | 100.79% | 27.35% | -21.61% | -3.47% | 21.83% | 12.7% | 0.16% | 4.01% | 3.6% |
| Cost of Goods Sold | 279.42M | 372.84M | 334.2M | 301.76M | 327.1M | 354.38M | 323.61M | 323.38M | 296.46M |
| COGS % of Revenue | 75.39% | 78.99% | 90.32% | 84.49% | 75.17% | 72.26% | 65.89% | 63.3% | 56.01% |
| Gross Profit | 91.23M▲ 0% | 99.18M▲ 8.7% | 35.8M▼ 63.9% | 55.39M▲ 54.7% | 108.03M▲ 95.0% | 136.03M▲ 25.9% | 167.56M▲ 23.2% | 187.5M▲ 11.9% | 232.84M▲ 24.2% |
| Gross Margin % | 24.61% | 21.01% | 9.68% | 15.51% | 24.83% | 27.74% | 34.11% | 36.7% | 43.99% |
| Gross Profit Growth % | 139.87% | 8.71% | -63.9% | 54.7% | 95.05% | 25.92% | 23.18% | 11.9% | 24.18% |
| Operating Expenses | 84.12M | 139.6M | 173.99M | 160.25M | 168.17M | 192.91M | 192.47M | 222.4M | 226.77M |
| OpEx % of Revenue | 22.69% | 29.57% | 47.02% | 44.87% | 38.65% | 39.34% | 39.18% | 43.53% | 42.84% |
| Selling, General & Admin | 49.44M | 80.8M | 104.61M | 100.16M | 98.4M | 126.01M | 122.51M | 145.86M | 150.94M |
| SG&A % of Revenue | 13.34% | 17.12% | 28.27% | 28.04% | 22.61% | 25.7% | 24.94% | 28.55% | 28.52% |
| Research & Development | 34.68M | 58.79M | 69.38M | 60.14M | 59.06M | 64.71M | 68.65M | 73.18M | 73.65M |
| R&D % of Revenue | 9.36% | 12.46% | 18.75% | 16.84% | 13.57% | 13.19% | 13.98% | 14.32% | 13.91% |
| Other Operating Expenses | 0 | -1.18M | 0 | -44K | 10.71M | 2.19M | 1.31M | 3.36M | 2.18M |
| Operating Income | 5.73M▲ 0% | -67.67M▼ 1280.7% | -138.19M▼ 104.2% | -104.86M▲ 24.1% | -60.14M▲ 42.7% | -56.88M▲ 5.4% | -24.9M▲ 56.2% | -34.89M▼ 40.1% | 6.07M▲ 117.4% |
| Operating Margin % | 1.55% | -14.34% | -37.35% | -29.36% | -13.82% | -11.6% | -5.07% | -6.83% | 1.15% |
| Operating Income Growth % | 143.59% | -1280.74% | -104.22% | 24.12% | 42.65% | 5.42% | 56.22% | -40.11% | 117.4% |
| EBITDA | 9.47M | -62.36M | -127.51M | -94.66M | -54.16M | -52.11M | -20.24M | -31.69M | 6.07M |
| EBITDA Margin % | 2.56% | -13.21% | -34.46% | -26.5% | -12.45% | -10.63% | -4.12% | -6.2% | 1.15% |
| EBITDA Growth % | 185.94% | -758.44% | -104.47% | 25.76% | 42.78% | 3.79% | 61.16% | -56.57% | 119.16% |
| D&A (Non-Cash Add-back) | 3.74M | 5.31M | 10.68M | 10.21M | 5.97M | 4.77M | 4.66M | 3.2M | 0 |
| EBIT | 7.12M | -47.52M | -138.19M | -104.86M | -51.02M | -56.88M | -24.9M | -34.89M | 0 |
| Net Interest Income | 0 | 1.24M | 2.74M | 802K | 11K | 926K | 3.94M | 5.58M | 0 |
| Interest Income | 0 | 1.24M | 2.74M | 802K | 11K | 926K | 3.94M | 5.58M | 0 |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Income/Expense | 1.95M | -27.19M | 56.62M | 4.24M | 4.79M | 1.23M | 4.04M | 5.48M | 9.6M |
| Pretax Income | 7.68M▲ 0% | -67.61M▼ 980.6% | -81.57M▼ 20.7% | -100.63M▼ 23.4% | -55.35M▲ 45.0% | -55.65M▼ 0.5% | -20.86M▲ 62.5% | -29.41M▼ 41.0% | 15.67M▲ 153.3% |
| Pretax Margin % | 2.07% | -14.32% | -22.05% | -28.17% | -12.72% | -11.35% | -4.25% | -5.76% | 2.96% |
| Income Tax | 1.13M | 772K | 4.38M | 625K | 677K | 975K | 1.18M | 1.09M | 741K |
| Effective Tax Rate % | 14.69% | -1.14% | -5.37% | -0.62% | -1.22% | -1.75% | -5.63% | -3.71% | 4.73% |
| Net Income | 6.55M▲ 0% | -68.38M▼ 1144.1% | -85.95M▼ 25.7% | -101.25M▼ 17.8% | -56.03M▲ 44.7% | -56.63M▼ 1.1% | -22.04M▲ 61.1% | -30.5M▼ 38.4% | 14.93M▲ 148.9% |
| Net Margin % | 1.77% | -14.49% | -23.23% | -28.35% | -12.88% | -11.55% | -4.49% | -5.97% | 2.82% |
| Net Income Growth % | 147.65% | -1144.1% | -25.7% | -17.8% | 44.66% | -1.07% | 61.09% | -38.43% | 148.93% |
| Net Income (Continuing) | 6.55M | -75.48M | -85.95M | -101.25M | -56.03M | -56.63M | -22.04M | -30.5M | 14.93M |
| Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Minority Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| EPS (Diluted) | 0.09▲ 0% | -1.02▼ 1232.1% | -1.14▼ 11.8% | -1.30▼ 14.0% | -0.68▲ 47.7% | -0.65▲ 4.4% | -0.24▲ 63.1% | -0.31▼ 29.2% | 0.14▲ 145.2% |
| EPS Growth % | 147.42% | -1232.08% | -11.76% | -14.04% | 47.69% | 4.41% | 63.08% | -29.17% | 145.16% |
| EPS (Basic) | 0.09 | -1.02 | -1.14 | -1.30 | -0.68 | -0.65 | -0.24 | -0.31 | 0.14 |
| Diluted Shares Outstanding | 72.72M | 67.23M | 75.07M | 78.08M | 82.69M | 87.17M | 92.75M | 98.63M | 110.16M |
| Basic Shares Outstanding | 72.72M | 67.23M | 75.07M | 77.89M | 82.4M | 87.12M | 92.75M | 98.63M | 104.2M |
| Dividend Payout Ratio | - | - | - | - | - | - | - | - | - |
Arlo Technologies, Inc. (ARLO) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Total Current Assets | 243.76M | 515.47M | 469.57M | 356.55M | 303.62M | 232.78M | 250.53M | 262.61M | 260.49M |
| Cash & Short-Term Investments | 108K | 201.03M | 256.67M | 206.12M | 175.75M | 113.72M | 136.5M | 151.45M | 166.43M |
| Cash Only | 108K | 151.29M | 236.68M | 186.13M | 175.75M | 84.02M | 56.52M | 82.03M | 146.44M |
| Short-Term Investments | 0 | 49.74M | 19.99M | 20M | 0 | 29.7M | 79.97M | 69.42M | 19.98M |
| Accounts Receivable | 157.68M | 166.04M | 127.32M | 77.64M | 79.56M | 65.96M | 65.36M | 57.33M | 39.67M |
| Days Sales Outstanding | 155.27 | 128.4 | 125.59 | 79.35 | 66.74 | 49.09 | 48.57 | 40.96 | 27.35 |
| Inventory | 82.95M | 124.79M | 68.62M | 64.7M | 38.39M | 46.55M | 38.41M | 40.63M | 41.19M |
| Days Inventory Outstanding | 108.36 | 122.17 | 74.95 | 78.26 | 42.84 | 47.95 | 43.32 | 45.86 | 50.71 |
| Other Current Assets | 0 | 0 | 0 | 0 | 0 | 6.54M | 10.27M | 13.19M | 13.21M |
| Total Non-Current Assets | 26.06M | 80.47M | 73.14M | 57.42M | 43.87M | 39.42M | 35M | 35.79M | 50.06M |
| Property, Plant & Equipment | 3.88M | 49.43M | 52.65M | 39.82M | 24.41M | 20.14M | 16.21M | 20.46M | 22.35M |
| Fixed Asset Turnover | 95.46x | 9.55x | 7.03x | 8.97x | 17.83x | 24.34x | 30.30x | 24.97x | 23.68x |
| Goodwill | 15.64M | 15.64M | 11.04M | 11.04M | 11.04M | 11.04M | 11.04M | 11.04M | 11.04M |
| Intangible Assets | 4.35M | 2.82M | 1.31M | 0 | 0 | 0 | 0 | 0 | 0 |
| Long-Term Investments | 0 | -1.11M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Non-Current Assets | 1.33M | 12.58M | 6.83M | 5.29M | 6.86M | 6.85M | 7.75M | 4.29M | 16.67M |
| Total Assets | 269.82M▲ 0% | 595.95M▲ 120.9% | 542.71M▼ 8.9% | 413.97M▼ 23.7% | 347.49M▼ 16.1% | 272.2M▼ 21.7% | 285.54M▲ 4.9% | 298.4M▲ 4.5% | 310.55M▲ 4.1% |
| Asset Turnover | 1.37x | 0.79x | 0.68x | 0.86x | 1.25x | 1.80x | 1.72x | 1.71x | 1.70x |
| Asset Growth % | 70.15% | 120.87% | -8.93% | -23.72% | -16.06% | -21.67% | 4.9% | 4.5% | 4.07% |
| Total Current Liabilities | 130.88M | 274.89M | 293.9M | 237.35M | 210.93M | 162.28M | 161.45M | 176.76M | 172.34M |
| Accounts Payable | 20.71M | 82.54M | 111.65M | 62.17M | 84.1M | 52.13M | 55.2M | 63.78M | 42.83M |
| Days Payables Outstanding | 27.05 | 80.81 | 121.94 | 75.2 | 93.84 | 53.69 | 62.26 | 71.99 | 52.73 |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Deferred Revenue (Current) | 34.07M | 26.68M | 50.36M | 53.14M | 29.44M | 11.29M | 18.04M | 27.25M | 37.14M |
| Other Current Liabilities | 3.18M | 158.51M | 11.79M | 15.09M | 12.37M | 11.37M | 13.28M | 12.92M | 135.2M |
| Current Ratio | 1.86x | 1.88x | 1.60x | 1.50x | 1.44x | 1.43x | 1.55x | 1.49x | 1.51x |
| Quick Ratio | 1.23x | 1.42x | 1.36x | 1.23x | 1.26x | 1.15x | 1.31x | 1.26x | 1.27x |
| Cash Conversion Cycle | 236.58 | 169.76 | 78.6 | 82.41 | 15.74 | 43.35 | 29.63 | 14.83 | 25.33 |
| Total Non-Current Liabilities | 13.52M | 44.45M | 45.44M | 42.85M | 23.91M | 22.23M | 20.81M | 20.73M | 10.37M |
| Long-Term Debt | 0 | 19.98M | 0 | 0 | 0 | 0 | 0 | 0 | 6.74M |
| Capital Lease Obligations | 0 | 19.98M | 29M | 25.03M | 21.47M | 19.28M | 17.02M | 18.36M | 0 |
| Deferred Tax Liabilities | 0 | 22K | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Non-Current Liabilities | 189K | -18.82M | 698K | 1.26M | 1.09M | 2.74M | 3.79M | 2.37M | 3.63M |
| Total Liabilities | 144.4M | 319.34M | 339.34M | 280.2M | 234.84M | 184.51M | 182.26M | 197.49M | 182.71M |
| Total Debt | 0 | 19.98M | 32.91M | 29.43M | 26.08M | 23.47M | 17.02M | 18.36M | 6.74M |
| Net Debt | -108K | -131.31M | -203.77M | -156.7M | -149.67M | -60.55M | -39.5M | -63.67M | -139.7M |
| Debt / Equity | - | 0.07x | 0.16x | 0.22x | 0.23x | 0.27x | 0.16x | 0.18x | 0.05x |
| Debt / EBITDA | - | - | - | - | - | - | - | - | 1.11x |
| Net Debt / EBITDA | -0.01x | - | - | - | - | - | - | - | -23.01x |
| Interest Coverage | - | - | - | - | - | - | - | - | - |
| Total Equity | 125.42M▲ 0% | 276.61M▲ 120.5% | 203.38M▼ 26.5% | 133.77M▼ 34.2% | 112.65M▼ 15.8% | 87.69M▼ 22.2% | 103.28M▲ 17.8% | 100.91M▼ 2.3% | 127.84M▲ 26.7% |
| Equity Growth % | 71.4% | 120.55% | -26.47% | -34.23% | -15.78% | -22.15% | 17.77% | -2.29% | 26.69% |
| Book Value per Share | 1.72 | 4.11 | 2.71 | 1.71 | 1.36 | 1.01 | 1.11 | 1.02 | 1.16 |
| Total Shareholders' Equity | 125.42M | 276.61M | 203.38M | 133.77M | 112.65M | 87.69M | 103.28M | 100.91M | 127.84M |
| Common Stock | 125.42M | 74K | 76K | 79K | 84K | 89K | 95K | 101K | 105K |
| Retained Earnings | 0 | -38.74M | -131.52M | -232.77M | -288.8M | -345.43M | -367.46M | -397.96M | -383.04M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accumulated OCI | -3.39M | 0 | -2K | 3K | 0 | -107K | 320K | 34K | 16K |
| Minority Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Arlo Technologies, Inc. (ARLO) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | -38.98M | -17.69M | 9.17M | -46.53M | -23.2M | -45.96M | 38.3M | 51.31M | 78.72M |
| Operating CF Margin % | -10.52% | -3.75% | 2.48% | -13.03% | -5.33% | -9.37% | 7.8% | 10.04% | 14.87% |
| Operating CF Growth % | -17.89% | 54.63% | 151.85% | -607.36% | 50.15% | -98.14% | 183.33% | 33.95% | 53.44% |
| Net Income | 6.55M | -75.48M | -85.95M | -101.25M | -56.03M | -56.63M | -22.04M | -30.5M | 14.93M |
| Depreciation & Amortization | 3.74M | 5.31M | 10.68M | 10.21M | 5.97M | 4.77M | 4.66M | 3.2M | 3.93M |
| Stock-Based Compensation | 2.45M | 8.83M | 22.89M | 35.25M | 38.03M | 48.48M | 47.95M | 68.66M | 62.33M |
| Deferred Taxes | -388K | -1.11M | -210K | 50K | -296K | 181K | 112K | -13K | -216K |
| Other Non-Cash Items | 121.35M | -120K | -58.26M | 726K | 5.99M | -166K | -1.73M | -1.17M | -2.25M |
| Working Capital Changes | -51.34M | 44.89M | 120.02M | 8.49M | -16.86M | -42.59M | 9.34M | 11.14M | 0 |
| Change in Receivables | -75.84M | -118.65M | 38.25M | 49.77M | -1.74M | 13.52M | 690K | 8.23M | 17.65M |
| Change in Inventory | -35.23M | -42.32M | 53.6M | 2.86M | 29.26M | -7.89M | 7.78M | -4.51M | -1.43M |
| Change in Payables | -350K | 87.31M | 28.79M | -49.28M | 22.16M | -32.52M | 3.72M | 8.29M | -21.07M |
| Cash from Investing | -4.32M | -71.28M | 76.26M | -3.98M | 17.73M | -31.77M | -50.69M | 10.84M | 27.75M |
| Capital Expenditures | -3.58M | -21.67M | -6.66M | -3.89M | -2.27M | -2.01M | -2.85M | -2.69M | -11.83M |
| CapEx % of Revenue | 0.97% | 4.59% | 1.8% | 1.09% | 0.52% | 0.41% | 0.58% | 0.53% | 2.23% |
| Acquisitions | -737K | 0 | 52.69M | 83K | 0 | 29.76M | 0 | 0 | 0 |
| Investments | - | - | - | - | - | - | - | - | - |
| Other Investing | 0 | -49.62M | 0 | -83K | 0 | -29.76M | 0 | 0 | 0 |
| Cash from Financing | 43.19M | 244.29M | -38K | -23K | -4.97M | -13.94M | -15.14M | -40.77M | -42.07M |
| Debt Issued (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Equity Issued (Net) | 0 | 1000K | 0 | -1000K | -1000K | -1000K | -1000K | -1000K | 0 |
| Dividends Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Share Repurchases | 0 | 0 | 0 | -4.78M | -13.2M | -18.2M | -23.64M | -4.42M | -45.6M |
| Other Financing | 43.19M | 70.89M | -38K | 4.75M | 8.23M | 4.26M | 8.49M | -36.35M | -42.07M |
| Net Change in Cash | -112K▲ 0% | 155.32M▲ 138775.0% | 85.39M▼ 45.0% | -50.53M▼ 159.2% | -10.44M▲ 79.3% | -91.68M▼ 778.6% | -27.53M▲ 70.0% | 21.38M▲ 177.7% | 64.41M▲ 201.3% |
| Free Cash Flow | -42.56M▲ 0% | -39.35M▲ 7.5% | 2.51M▲ 106.4% | -50.42M▼ 2111.2% | -25.46M▲ 49.5% | -47.97M▼ 88.4% | 35.45M▲ 173.9% | 48.62M▲ 37.1% | 66.9M▲ 37.6% |
| FCF Margin % | -11.48% | -8.34% | 0.68% | -14.12% | -5.85% | -9.78% | 7.22% | 9.52% | 12.64% |
| FCF Growth % | -23.19% | 7.54% | 106.37% | -2111.25% | 49.5% | -88.38% | 173.91% | 37.13% | 37.6% |
| FCF per Share | -0.59 | -0.59 | 0.03 | -0.65 | -0.31 | -0.55 | 0.38 | 0.49 | 0.61 |
| FCF Conversion (FCF/Net Income) | -5.95x | 0.26x | -0.11x | 0.46x | 0.41x | 0.81x | -1.74x | -1.68x | 5.27x |
| Interest Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Taxes Paid | 0 | 89K | 960K | 5.61M | 964K | 415K | 1.2M | 1.16M | 0 |
Arlo Technologies, Inc. (ARLO) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | -18.78% | 6.6% | -34.02% | -35.81% | -60.06% | -45.47% | -56.53% | -23.08% | -29.88% | 13.05% |
| Return on Invested Capital (ROIC) | -13.52% | 4.34% | -37.51% | -143.05% | - | - | -157.18% | -41.09% | -51.82% | 35.88% |
| Gross Margin | 20.6% | 24.61% | 21.01% | 9.68% | 15.51% | 24.83% | 27.74% | 34.11% | 36.7% | 43.99% |
| Net Margin | -7.44% | 1.77% | -14.49% | -23.23% | -28.35% | -12.88% | -11.55% | -4.49% | -5.97% | 2.82% |
| Debt / Equity | - | - | 0.07x | 0.16x | 0.22x | 0.23x | 0.27x | 0.16x | 0.18x | 0.05x |
| FCF Conversion | 2.41x | -5.95x | 0.26x | -0.11x | 0.46x | 0.41x | 0.81x | -1.74x | -1.68x | 5.27x |
| Revenue Growth | - | 100.79% | 27.35% | -21.61% | -3.47% | 21.83% | 12.7% | 0.16% | 4.01% | 3.6% |
Arlo Technologies, Inc. (ARLO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 7, 2026·SEC
Feb 26, 2026·SEC
Nov 6, 2025·SEC
Arlo Technologies, Inc. (ARLO) stock FAQ — growth, dividends, profitability & financials explained
Arlo Technologies, Inc. (ARLO) reported $529.3M in revenue for fiscal year 2025. This represents a 187% increase from $184.6M in 2016.
Arlo Technologies, Inc. (ARLO) grew revenue by 3.6% over the past year. Growth has been modest.
Yes, Arlo Technologies, Inc. (ARLO) is profitable, generating $14.9M in net income for fiscal year 2025 (2.8% net margin).
Arlo Technologies, Inc. (ARLO) has a return on equity (ROE) of 13.1%. This is reasonable for most industries.
Arlo Technologies, Inc. (ARLO) generated $66.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Arlo Technologies, Inc. (ARLO) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates