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Arlo Technologies, Inc. (ARLO)

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Arlo Technologies, Inc. (ARLO) reported revenue of $156 million for Q2 FY2026, the quarter ended 28 June 2026, up 20.5% on the same quarter a year earlier. Net income was $3 million, down 3.1% on the year, and diluted earnings per share $0.03. The figures are the company's own, from the 10-Q it filed with the SEC on 6 August 2026.

Revenue$156 millionup 20.5%
Net income$3 milliondown 3.1%
Diluted EPS$0.03
QuarterQ2 FY2026ended 28 June 2026

Arlo Technologies (ARLO) in brief

Arlo Technologies (ARLO) reported revenue of $529 million for fiscal 2025, the year ended 31 December 2025, up 3.6% on the year before.
Read moreNet income was $15 million and diluted earnings per share $0.14. Revenue was $511 million in fiscal 2024, $491 million in fiscal 2023, $490 million in fiscal 2022 and $435 million in fiscal 2021. Net income in the same years was a loss of $31 million, a loss of $22 million, a loss of $57 million and a loss of $56 million. Over the twelve months to 28 June 2026, Arlo Technologies reported revenue of $587 million and net income of $31 million. Revenue grew 8.2% a year, compounded, over the five years to fiscal 2025. Arlo Technologies had 108 million shares outstanding at the latest filed count. At 28 June 2026 it carried $0 million of debt and $101 million of cash. At the close of 9 October 2026 the market cap of Arlo Technologies was $1.3 billion, 45.9 times its earnings over the last twelve months.

Ratios

From the filings

ROE19.3%
ROCE9.8%
Operating margin2.7%
Net margin5.2%
FCF marginn/a
Interest covern/a
Debt to equity0.00
Cash conversion2.56
Share count, 1 year3.1%
Sales CAGR, 3 years2.6%
Profit CAGR, 3 yearsn/a
EPS, TTM$0.27

At the close of 9 October 2026

Price$12.40
Market cap$1.3 billion
Stock P/E45.93
Price to book8.41
EV / EBITDA54.84
Dividend yieldn/a
Market cap / sales2.27
52-week high$19.44
52-week low$11.23
Price, 1 year-28.5%
Price CAGR, 3 years9.0%
Price CAGR, 5 years14.0%
Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest price, the last regular-hours trade on IEX. Arlo Technologies, Inc.'s balance sheet shows no borrowings, so debt here is nil; lease liabilities are a separate line. Nothing here is a valuation or a view.
ARLOgreeksoup.ai
Daily prices to 9 October 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
Read moreData provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on ARLO

Filings15 in twelve months: 6 current reports (8-K), about 4 results of operations; 1 shareholder vote; 1 charter or bylaw amendment, or fiscal year change
Planned insider sales34 Form 144 notices in twelve months, $22.9 million; latest 29 September 2026
Options tapeput/call 0.1 by open interest at the 9 October 2026 close; the straddle prices a 7.8% move to 16 October 2026
13F holders5 of the followed funds hold it; largest Geode Capital Management; 6 Schedule 13D or 13G filings in twelve months
Insider trading35 sales and 0 purchases on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest12.2 million shares short, 10.24 days to cover at 30 September 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

Q3 FY2023Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026
Revenue130135124127138122119129140141150156
Cost of revenue86.987.776.880.689.376.766.371.383.075.877.780.7
Gross profit43.147.347.446.948.444.952.758.156.565.572.775.2
Gross margin33%35%38%37%35%37%44%45%40%46%48%48%
R&D16.816.420.819.617.615.316.218.518.120.922.823.7
Operating income-2.3-0.5-10.6-12.8-5.5-6.0-1.51.90.94.77.62.5
Operating margin-2%-0%-9%-10%-4%-5%-1%1%1%3%5%2%
Pre-tax income-1.10.8-9.2-11.3-4.1-4.7-0.32.97.06.115.33.5
Tax raten/a16%n/an/an/an/an/a-9%2%6%3%12%
Net income-1.10.7-9.6-11.6-4.4-4.9-0.83.16.95.814.93.0
Net margin-1%1%-8%-9%-3%-4%-1%2%5%4%10%2%
Diluted EPS-$0.01$0.01-$0.10-$0.12-$0.04-$0.05-$0.01$0.03$0.06$0.05$0.13$0.03
Operating cash flow7.57.919.86.518.46.730.98.819.219.827.911.4
Capital expenditure0.50.40.40.31.01.12.8n/an/an/an/an/a
Free cash flow7.07.519.46.217.45.628.1n/an/an/an/an/a
Buybacksn/an/a0.00.00.04.415.20.910.718.87.322.9
Shares outstanding95m95m97m98m100m101m103m104m106m105m109m108m
Filing10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 10 fiscal years and the trailing twelve months

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Revenue185371465370357435490491511529587
Cost of revenue147279373334302327354324323296317
Gross profit38.091.292.135.855.4108136168188233270
Gross margin20.6%24.6%19.8%9.7%15.5%24.8%27.7%34.1%36.7%44.0%46.0%
Research and development24.434.758.869.460.159.164.768.673.273.785.5
Operating income-13.15.7-74.8-85.2-105-60.1-56.9-24.9-34.96.115.6
Operating margin-7.1%1.5%-16.1%-23.0%-29.4%-13.8%-11.6%-5.1%-6.8%1.1%2.7%
Pre-tax income-13.77.7-74.7-81.6-101-55.4-55.7-20.9-29.415.731.9
Income tax0.11.10.84.40.60.71.01.21.10.71.3
Effective tax raten/a14.7%n/an/an/an/an/an/an/a4.7%4.2%
Net income-13.76.5-75.5-86.0-101-56.0-56.6-22.0-30.514.930.5
Net margin-7.4%1.8%-16.2%-23.2%-28.3%-12.9%-11.5%-4.5%-6.0%2.8%5.2%
Diluted EPS-$0.22$0.11-$1.12-$1.14-$1.30-$0.68-$0.65-$0.24-$0.31$0.14$0.27
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Revenue by product or service

FY2023FY2024FY2025Share
latest year
Subscriptions And Services20124331659.8%
Products29026821340.2%
Subscriptions And ServicesProducts
491FY2023511FY2024529FY2025

$ million; hover a block for its figure and share

From the latest 10-K, in the company's own words.
Read moreA year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Revenue by region

FY2023FY2024FY2025Share
latest year
United States29925732962.1%
Spain11413810820.4%
Sweden29.549.646.88.8%
Other countries48.566.845.68.6%
United StatesSpainSwedenOther countries
491FY2023511FY2024529FY2025

$ million; hover a block for its figure and share

From the latest 10-K, in the company's own words.
Read moreA year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Cash flow and capital returned

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Operating cash flow-33.1-39.0-17.79.2-46.5-23.2-46.038.351.378.778.2
Capital expenditure1.53.621.76.73.92.32.02.82.7n/an/a
Free cash flow-34.6-42.6-39.42.5-50.4-25.5-48.035.548.6n/an/a
Free cash flow margin-18.7%-11.5%-8.5%0.7%-14.1%-5.9%-9.8%7.2%9.5%n/an/a
Cash from investing-10.3-4.3-71.376.3-4.017.7-31.8-50.710.827.810.3
Cash from financing43.643.2244-0.0-0.0-5.0-13.9-15.1-40.8-42.1-56.5
Depreciation and amortisation2.13.75.310.710.26.04.84.73.23.96.9
Share-based compensation1.52.58.822.935.238.048.547.968.762.371.8
Buybacksn/an/an/an/an/an/a0.00.04.445.659.7
Diluted shares, weighted62m62m67m75m78m83m87m93m99m110m111m
Shares outstanding at period endn/an/a74m76m79m84m89m95m101m105m108m
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Funded by
Shareholders' equity73.212527020313411387.7103101128159
Debtn/an/an/an/an/an/a0.00.00.00.00.0
Operating lease liabilitiesn/an/a0.029.025.021.519.317.018.46.75.7
Finance lease liabilitiesn/a0.020.00.0n/an/an/an/an/an/an/a
Other liabilitiesn/a144306310255213165165179176210
Total liabilities and equityn/a270596543414347272286298311375
Owned
Fixed assetsn/a3.949.421.415.89.67.34.84.813.216.0
Goodwill15.615.615.611.011.011.011.011.011.011.047.9
Intangible assetsn/a4.32.81.30.0n/an/an/an/a0.025.7
Investmentsn/a0.049.720.0n/an/an/an/an/an/an/a
Securities held for sale or to maturityn/an/an/an/a20.00.029.780.069.420.039.7
Cash and equivalents0.20.115123718617684.056.582.0146101
Receivablesn/a15816612777.679.666.065.457.339.763.6
Inventoryn/a83.012568.664.738.446.638.440.641.248.4
Other assetsn/a5.236.256.438.633.227.629.533.239.131.8
Total assetsn/a270596543414347272286298311375
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compoundedn/a8.2%2.6%15.6%
Profit growth, compoundedn/an/an/an/a
Return on equity, average-31.4%-30.8%-13.3%11.7%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Questions

What was Arlo Technologies' revenue in fiscal 2025?

Arlo Technologies (ARLO) reported revenue of $529 million for fiscal 2025, the year ended 31 December 2025, up 3.6% on the year before.

How much did Arlo Technologies earn in fiscal 2025?

Net income was $15 million for fiscal 2025, and diluted earnings per share $0.14.

What is Arlo Technologies' P/E ratio?

At the close of 9 October 2026, Arlo Technologies traded at 45.9 times its earnings over the twelve months to 28 June 2026.

What is Arlo Technologies' market cap?

The market cap of Arlo Technologies was $1.3 billion at the close of 9 October 2026.

How much debt does Arlo Technologies have?

At 28 June 2026 Arlo Technologies carried $0 million of debt and $101 million of cash.

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ICON plc ICLR *$12.6 billion56.612.5%5.4%0.8%0.37n/a
TransUnion TRU$12.5 billion17.2815.2%18.7%12.4%1.110.7%
Gartner Inc. IT$12.1 billion17.13n/a17.3%0.7%n/an/a
Pinterest, Inc. PINS$12.0 billion62.918.6%4.9%16.6%0.34n/a
Costar Group, Inc. CSGP$12.0 billion148.380.9%2.2%22.0%0.13n/a
Manhattan Associates Inc. MANH$12.0 billion58.76133.5%24.3%6.5%0.00n/a
Hubspot Inc. HUBS$11.3 billion80.678.9%3.8%21.1%0.00n/a
Bentley Systems Inc. BSY$11.2 billion38.4224.1%23.6%12.8%1.010.8%
Maplebear Inc. CART$11.1 billion25.9520.7%14.8%12.6%0.00n/a
Paycom Software, Inc. PAYC$10.3 billion24.6985.3%30.3%9.2%1.570.2%
Factset Research Systems Inc. FDS$10.3 billion18.9127.8%29.6%6.6%0.681.6%
Match Group, Inc. MTCH$9.4 billion14.52n/a28.2%1.7%n/a1.8%
Booz Allen Hamilton Holding Corp. BAH$8.9 billion11.6164.7%9.5%-7.3%3.273.0%
Tetra Tech Inc. TTEK$8.5 billion20.0923.5%12.1%-7.6%0.430.8%
Paylocity Holding Corp. PCTY$8.2 billion31.1122.1%21.8%11.0%0.07n/a
Dropbox, Inc. DBX$7.8 billion19.08n/a26.6%-0.0%n/an/a
Healthequity, Inc. HQY$7.7 billion33.4411.9%25.8%7.3%0.47n/a
Aecom ACM$7.6 billion27.1913.1%4.1%-4.2%1.212.0%
Duolingo, Inc. DUOL$7.5 billion17.6429.1%13.7%29.4%0.00n/a
Appfolio Inc. APPF$7.2 billion46.1829.9%17.5%20.7%0.00n/a
Etsy Inc. ETSY$7.1 billion42.85n/a16.0%0.7%n/an/a
UiPath, Inc. PATH$7.1 billion20.1218.6%8.9%15.0%0.00n/a
Qualys, Inc. QLYS$7.0 billion35.0236.7%34.4%10.4%0.00n/a
RingCentral, Inc. RNG$6.9 billion63.43n/a6.7%5.2%n/an/a
Commvault Systems Inc. CVLT$6.5 billion100.15131.2%6.1%15.5%16.94n/a
Bilibili Inc. BILI *$6.4 billion37.927.7%3.7%13.1%0.62n/a
Lyft, Inc. LYFT$6.1 billion2.3694.8%-1.8%10.8%0.35n/a
WEX Inc. WEX$5.9 billion17.1826.1%25.5%7.5%2.62n/a
Pegasystems Inc. PEGA$5.9 billion20.1557.8%9.9%3.6%0.000.3%
Epam Systems, Inc. EPAM$5.8 billion15.3411.4%10.0%10.8%0.01n/a
Genpact Ltd. G$5.8 billion10.2122.4%14.8%6.5%0.452.1%
ExlService Holdings, Inc. EXLS$5.6 billion23.1428.9%14.9%13.6%0.44n/a
Frontdoor, Inc. FTDR$5.5 billion21.2196.1%n/a9.2%4.08n/a
Doximity, Inc. DOCS$5.5 billion35.8718.2%29.6%11.2%0.00n/a
ACI Worldwide, Inc. ACIW$5.2 billion23.3515.1%18.6%7.0%0.550.0%
Remitly Global, Inc. RELY$5.1 billion17.3527.1%9.5%23.8%0.00n/a
BOX Inc. BOX$5.0 billion52.75n/a9.4%9.6%n/an/a
VSE Corp. VSEC$4.9 billionn/an/an/an/a0.320.2%
Amentum Holdings, Inc. AMTM$4.7 billion23.244.3%4.2%11.4%0.81n/a
Clear Secure, Inc. YOU$4.5 billion29.5271.7%25.1%19.8%0.00n/a
Sezzle Inc. SEZL$4.3 billion27.9669.3%40.4%43.1%0.52n/a
Wix.com Ltd. WIX *$4.2 billion87.09n/a0.1%13.2%n/an/a
Bill Holdings, Inc. BILL$4.1 billionn/a-0.3%-4.4%13.0%0.52n/a
FTI Consulting, Inc. FCN$3.8 billion16.4619.0%9.7%7.1%0.76n/a
monday.com Ltd. MNDY *$3.8 billionn/a9.5%-0.1%26.7%0.00n/a
Q2 Holdings, Inc. QTWO$3.7 billion41.8414.3%10.0%13.9%0.00n/a
Korn Ferry KFY$3.6 billion13.5214.0%12.9%6.9%0.202.8%
Life360, Inc. LIF$3.5 billion25.2324.0%1.1%34.0%0.51n/a
Robert Half Inc. RHI$3.5 billion29.509.5%n/a-4.9%0.007.0%
Exponent Inc. EXPO$3.3 billion31.3038.7%20.2%12.8%0.001.7%
First Advantage Corp. FA$3.3 billion136.001.9%10.7%32.9%1.577.9%
Maximus, Inc. MMS$3.1 billion8.7721.3%11.0%-3.3%0.942.0%
People Inc. PPLI$3.1 billionn/an/an/an/a0.27n/a
WillScot Holdings Corp. WSC$3.1 billionn/a-7.6%6.5%-2.5%3.800.0%
SPS Commerce Inc. SPSC$3.1 billion40.848.3%12.8%9.8%0.00n/a
ABM Industries Inc. ABM$2.9 billion17.919.3%3.5%6.0%0.972.1%
Teradata Corp. TDC$2.8 billion6.4477.2%7.5%1.0%0.00n/a
Alarm.com Holdings, Inc. ALRM$2.7 billion24.6413.6%12.8%8.7%0.570.0%
Five9, Inc. FIVN$2.7 billion52.757.6%4.7%8.9%0.94n/a
CarGurus, Inc. CARG$2.6 billion15.6966.6%n/a13.9%0.00n/a
ManpowerGroup Inc. MAN$2.5 billion24.004.9%1.5%6.7%0.272.7%
Payoneer Global Inc. PAYO$2.4 billion51.007.7%10.4%6.3%0.00n/a
LiveRamp Holdings, Inc. RAMP$2.3 billion15.3915.9%11.6%8.9%0.00n/a
PDF Solutions Inc. PDFS$2.3 billion217.602.8%8.2%23.0%0.18n/a
V2X, Inc. VVX$2.2 billion24.538.1%4.2%13.0%0.92n/a
Astrana Health, Inc. ASTH$2.1 billion45.834.9%2.6%58.9%1.06n/a
Neogenomics Inc. NEO$2.1 billionn/a-6.6%-8.9%11.2%0.48n/a
DoubleVerify Holdings, Inc. DV$2.1 billion37.475.4%12.7%7.6%0.00n/a
Blackbaud Inc. BLKB$2.1 billionn/an/a19.8%0.6%16.820.3%
DXC Technology Co. DXC$2.0 billion17.704.1%7.2%-2.4%0.986.8%
Western Union Co. WU$1.9 billion4.9743.2%15.9%-1.6%2.7415.4%
Insperity, Inc. NSP$1.9 billionn/a-26.2%-0.0%2.6%6.874.9%
Evertec, Inc. EVTC$1.8 billion19.2715.2%17.9%12.4%1.900.7%
Blackline, Inc. BL$1.7 billion52.3011.0%4.3%8.6%2.11n/a
Liquidity Services Inc. LQDT$1.6 billion42.3014.1%9.0%5.2%0.00n/a
Progress Software Corp. PRGS$1.6 billion18.1317.4%17.7%6.4%2.330.0%
Concentrix Corp. CNXC$1.6 billionn/a-135.2%-20.9%2.6%2.22n/a
Everforth Inc. EFOR$1.5 billion19.344.6%4.9%-1.0%0.80n/a
AMN Healthcare Services Inc. AMN$1.4 billion13.5814.2%5.8%24.0%1.00n/a
Certara, Inc. CERT$1.4 billionn/a-7.1%-0.2%0.7%0.30n/a
Arlo Technologies, Inc. ARLO$1.3 billion45.9319.3%2.7%15.6%0.00n/a
Sprinklr, Inc. CXM$1.3 billion55.104.5%5.3%6.3%0.00n/a
Prog Holdings, Inc. PRG$1.2 billionn/an/an/an/a1.101.7%
Donnelley Financial Solutions, Inc. DFIN$1.2 billion33.399.1%18.9%3.0%0.53n/a
ZoomInfo Technologies Inc. GTM$1.1 billionn/a-65.3%-35.2%2.7%1.53n/a
Upwork, Inc. UPWK$1.1 billion11.1816.7%15.1%1.9%0.59n/a
TripAdvisor, Inc. TRIP$1.0 billion867.000.8%2.7%-4.4%1.230.0%
Legalzoom.Com, Inc. LZ$1,000 million66.3313.3%4.1%12.3%0.00n/a
Healthstream Inc. HSTM$969 million46.045.9%8.0%8.8%0.000.4%
Upbound Group, Inc. UPBD$898 million9.9312.3%5.1%5.9%1.9410.1%
Quinstreet, Inc. QNST$888 million11.1525.1%2.7%18.3%0.22n/a
N-able, Inc. NABL$874 millionn/a-0.9%9.5%10.0%0.49n/a
Sabre Corp. SABR$765 millionn/an/an/an/an/a0.0%
ADT Inc. ADTn/an/a17.6%25.0%2.1%2.243.4%
2 companies share its SEC industry code (Services-Detective, Guard & Armored Car Services); the rest are the names nearest in size in its wider industry, Business Services, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

FilingPeriodFiledWhere
10-Q28 June 20266 August 2026EDGAR
10-Q29 March 20267 May 2026EDGAR
10-K31 December 202527 February 2026EDGAR
10-Q28 September 20256 November 2025EDGAR
10-Q29 June 20257 August 2025EDGAR
10-Q30 March 20258 May 2025EDGAR
10-K31 December 202427 February 2025EDGAR
10-Q29 September 20247 November 2024EDGAR
10-Q30 June 20248 August 2024EDGAR
10-Q31 March 20249 May 2024EDGAR

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