For the twelve months ended Sep 27, 2026, Arlo Technologies Inc. reported $596.79M of revenue and $24.53M of net income.
ARLO revenue was $149.18M in fiscal Q3 2026 (ended Sep 27, 2026), up 6.9% from a year earlier and down 4.3% from the prior quarter. For the full fiscal 2025 it was $529.30M, up 3.6% from fiscal 2024. Compound annual growth was +8.2% over 5 years. It rose in 7 of the last 9 fiscal years. Fiscal 2025 is the highest of the 10 fiscal years on file.
ARLO net income was $862.0K in fiscal Q3 2026 (ended Sep 27, 2026), down 87.5% from a year earlier and down 71.5% from the prior quarter. For the full fiscal 2025 it was $14.93M, compared with -$30.50M in fiscal 2024. Fiscal 2025 is the highest of the 10 fiscal years on file.
ARLO diluted EPS was $0.01 in fiscal Q3 2026 (ended Sep 27, 2026), down 83.3% from a year earlier and down 66.7% from the prior quarter. For the full fiscal 2025 it was $0.14, compared with -$0.31 in fiscal 2024.
| Line item | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 | Dec 31, 2020 | Dec 31, 2019 | Dec 31, 2018 | Dec 31, 2017 | Dec 31, 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $529.30M | $510.89M | $491.18M | $490.41M | $435.14M | $357.15M | $370.01M | $464.92M | $370.66M | $184.60M |
| Cost of revenue | $296.46M | $323.38M | $323.61M | $354.38M | $327.10M | $301.76M | $334.20M | $372.84M | $279.42M | $146.57M |
| Gross profit | $232.84M | $187.50M | $167.56M | $136.03M | $108.03M | $55.39M | $35.80M | $92.08M | $91.23M | $38.03M |
| Research and development | $73.65M | $73.18M | $68.65M | $64.71M | $59.06M | $60.14M | $69.38M | $58.79M | $34.68M | $24.44M |
| Selling, general and admin | $66.10M | $72.13M | $56.37M | $55.93M | $49.49M | $51.10M | $47.62M | $28.21M | $15.10M | $8.29M |
| Operating income | $6.07M | -$34.89M | -$24.90M | -$56.88M | -$60.14M | -$104.86M | -$85.22M | -$74.77M | $5.73M | -$13.15M |
| Pre-tax income | $15.67M | -$29.41M | -$20.86M | -$55.65M | -$55.35M | -$100.63M | -$81.57M | -$74.71M | $7.68M | -$13.66M |
| Income tax | $741.0K | $1.09M | $1.18M | $975.0K | $677.0K | $625.0K | $4.38M | $772.0K | $1.13M | $83.0K |
| Net income | $14.93M | -$30.50M | -$22.04M | -$56.63M | -$56.03M | -$101.25M | -$85.95M | -$75.48M | $6.55M | -$13.74M |
| EPS, basic | $0.14 | -$0.31 | -$0.24 | -$0.65 | -$0.68 | -$1.30 | -$1.14 | -$1.12 | $0.11 | -$0.22 |
| EPS, diluted | $0.14 | -$0.31 | -$0.24 | -$0.65 | -$0.68 | -$1.30 | -$1.14 | -$1.12 | $0.11 | -$0.22 |
| Diluted shares | 110.2M | 98.6M | 92.8M | 87.2M | 82.7M | 78.1M | 75.1M | 67.2M | 62.3M | 62.3M |
| Line item | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 | Dec 31, 2020 | Dec 31, 2019 | Dec 31, 2018 | Dec 31, 2017 | Dec 31, 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | $146.44M | $82.03M | $56.52M | $88.18M | $179.86M | $190.29M | $240.82M | $155.42M | $108.0K | $220.0K |
| Short-term investments | - | - | - | - | - | - | $19.99M | $49.74M | $0 | - |
| Receivables | $39.67M | $57.33M | $65.36M | $65.96M | $79.56M | $77.64M | $127.32M | $166.04M | $157.68M | - |
| Inventory | $41.19M | $40.63M | $38.41M | $46.55M | $38.39M | $64.70M | $68.62M | $124.79M | $82.95M | - |
| Current assets | $260.49M | $262.61M | $250.53M | $232.78M | $303.62M | $356.55M | $469.57M | $515.47M | $243.76M | - |
| Goodwill | $11.04M | $11.04M | $11.04M | $11.04M | $11.04M | $11.04M | $11.04M | $15.64M | $15.64M | $15.64M |
| Total assets | $310.55M | $298.40M | $285.54M | $272.20M | $347.49M | $413.97M | $542.71M | $595.95M | $269.82M | - |
| Current liabilities | $172.34M | $176.76M | $161.45M | $162.28M | $210.93M | $237.35M | $293.90M | $281.99M | $130.88M | - |
| Total liabilities | $182.71M | $197.49M | $182.26M | $184.51M | $234.84M | $280.20M | $339.34M | $326.44M | $144.40M | - |
| Shareholders' equity | $127.84M | $100.91M | $103.28M | $87.69M | $112.65M | $133.77M | $203.38M | $269.50M | $125.42M | $73.17M |
| Line item | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 | Dec 31, 2020 | Dec 31, 2019 | Dec 31, 2018 | Dec 31, 2017 | Dec 31, 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $78.72M | $51.31M | $38.30M | -$45.96M | -$23.20M | -$46.53M | $9.17M | -$17.69M | -$38.98M | -$33.07M |
| Capital expenditures | - | $2.69M | $2.85M | $2.01M | $2.27M | $3.89M | $6.66M | $21.67M | $3.58M | $1.48M |
| Free cash flow | - | $48.62M | $35.45M | -$47.97M | -$25.46M | -$50.42M | $2.51M | -$39.35M | -$42.56M | -$34.55M |
| Investing cash flow | $27.75M | $10.84M | -$50.69M | -$31.77M | $17.73M | -$3.98M | $76.26M | -$71.28M | -$4.32M | -$10.29M |
| Financing cash flow | -$42.07M | -$40.77M | -$15.14M | -$13.94M | -$4.97M | -$23.0K | -$38.0K | $244.29M | $43.19M | $43.58M |
| Share repurchases | $45.60M | $4.42M | $0 | $0 | - | - | - | - | - | - |
| Stock-based compensation | $62.33M | $68.66M | $47.95M | $48.48M | $38.03M | $35.25M | $22.89M | $8.83M | $2.45M | $1.52M |
| Depreciation and amortization | $3.93M | $3.20M | $4.66M | $4.77M | $5.97M | $10.21M | $10.68M | $5.31M | $3.74M | $2.13M |
| Line item | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 | Dec 31, 2020 | Dec 31, 2019 | Dec 31, 2018 | Dec 31, 2017 | Dec 31, 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue growth, YoY | 3.6% | 4.0% | 0.2% | 12.7% | 21.8% | -3.5% | -20.4% | 25.4% | 100.8% | - |
| Gross margin | 44.0% | 36.7% | 34.1% | 27.7% | 24.8% | 15.5% | 9.7% | 19.8% | 24.6% | 20.6% |
| Operating margin | 1.1% | -6.8% | -5.1% | -11.6% | -13.8% | -29.4% | -23.0% | -16.1% | 1.5% | -7.1% |
| Net margin | 2.8% | -6.0% | -4.5% | -11.5% | -12.9% | -28.3% | -23.2% | -16.2% | 1.8% | -7.4% |
| Free cash flow margin | - | 9.5% | 7.2% | -9.8% | -5.9% | -14.1% | 0.7% | -8.5% | -11.5% | -18.7% |
| Return on equity | 11.7% | -30.2% | -21.3% | -64.6% | -49.7% | -75.7% | -42.3% | -28.0% | 5.2% | -18.8% |
| Return on assets | 4.8% | -10.2% | -7.7% | -20.8% | -16.1% | -24.5% | -15.8% | -12.7% | 2.4% | - |
| Current ratio | 1.51 | 1.49 | 1.55 | 1.43 | 1.44 | 1.50 | 1.60 | 1.83 | 1.86 | - |
| Line item | Sep 27, 2026 | Jun 28, 2026 | Mar 29, 2026 | Dec 31, 2025 | Sep 28, 2025 | Jun 29, 2025 | Mar 30, 2025 | Dec 31, 2024 | Sep 29, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $149.18M | $155.94M | $150.38M | $141.30M | $139.53M | $129.41M | $119.07M | $121.57M | $137.67M | $127.45M | $124.20M | $135.09M |
| Cost of revenue | $79.81M | $80.72M | $77.71M | $75.76M | $83.02M | $71.33M | $66.34M | $76.72M | $89.25M | $80.59M | $76.82M | $87.74M |
| Gross profit | $69.36M | $75.22M | $72.67M | $65.53M | $56.51M | $58.08M | $52.73M | $44.85M | $48.42M | $46.85M | $47.38M | $47.35M |
| Research and development | $22.72M | $23.66M | $22.81M | $20.85M | $18.14M | $18.49M | $16.16M | $15.27M | $17.56M | $19.56M | $20.79M | $16.45M |
| Selling, general and admin | $22.40M | $23.13M | $18.21M | $16.89M | $15.09M | $16.33M | $17.79M | $14.30M | $17.05M | $21.43M | $19.35M | $13.28M |
| Operating income | $1.03M | $2.46M | $7.56M | $4.72M | $872.0K | $1.93M | -$1.45M | -$6.03M | -$5.45M | -$12.80M | -$10.61M | -$458.0K |
| Pre-tax income | $2.20M | $3.46M | $15.29M | $6.10M | $7.03M | $2.87M | -$333.0K | -$4.73M | -$4.11M | -$11.32M | -$9.25M | $825.0K |
| Income tax | $1.34M | $432.0K | $415.0K | $339.0K | $154.0K | -$254.0K | $502.0K | $132.0K | $329.0K | $236.0K | $395.0K | $133.0K |
| Net income | $862.0K | $3.03M | $14.88M | $5.76M | $6.87M | $3.12M | -$835.0K | -$4.86M | -$4.44M | -$11.56M | -$9.64M | $692.0K |
| EPS, basic | $0.01 | $0.03 | $0.14 | $0.05 | $0.07 | $0.03 | -$0.01 | -$0.05 | -$0.04 | -$0.12 | -$0.10 | $0.01 |
| EPS, diluted | $0.01 | $0.03 | $0.13 | $0.06 | $0.06 | $0.03 | -$0.01 | -$0.05 | -$0.04 | -$0.12 | -$0.10 | $0.01 |
| Diluted shares | 110.6M | 110.8M | 110.5M | - | 109.6M | 108.1M | 102.2M | - | 99.7M | 97.8M | 96.3M | - |
| Line item | Sep 27, 2026 | Jun 28, 2026 | Mar 29, 2026 | Dec 31, 2025 | Sep 28, 2025 | Jun 29, 2025 | Mar 30, 2025 | Dec 31, 2024 | Sep 29, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | $79.59M | $101.38M | $152.64M | $146.44M | $86.01M | $71.24M | $84.01M | $82.03M | $77.03M | $62.93M | $62.05M | $56.52M |
| Receivables | $61.25M | $63.61M | $52.17M | $39.67M | $76.70M | $61.45M | $46.05M | $57.33M | $68.57M | $61.75M | $56.50M | $65.36M |
| Inventory | $52.26M | $48.41M | $43.96M | $41.19M | $44.37M | $30.88M | $34.56M | $40.63M | $51.98M | $45.23M | $44.68M | $38.41M |
| Current assets | $277.30M | $272.65M | $275.68M | $260.49M | $301.72M | $268.62M | $246.35M | $262.61M | $279.54M | $263.23M | $255.93M | $250.53M |
| Goodwill | $47.94M | $47.94M | $38.54M | $11.04M | $11.04M | $11.04M | $11.04M | $11.04M | $11.04M | $11.04M | $11.04M | $11.04M |
| Total assets | $380.56M | $374.58M | $360.19M | $310.55M | $350.87M | $319.74M | $296.57M | $298.40M | $312.38M | $295.81M | $289.76M | $285.54M |
| Current liabilities | $189.17M | $194.46M | $181.70M | $172.34M | $212.23M | $182.28M | $173.36M | $176.76M | $197.27M | $177.61M | $170.37M | $161.45M |
| Total liabilities | $209.74M | $216.06M | $200.79M | $182.71M | $221.64M | $201.47M | $193.20M | $197.49M | $215.47M | $196.54M | $189.82M | $182.26M |
| Shareholders' equity | $170.82M | $158.53M | $159.40M | $127.84M | $129.23M | $118.27M | $103.37M | $100.91M | $96.91M | $99.27M | $99.94M | $103.28M |
| Line item | Sep 27, 2026 | Jun 28, 2026 | Mar 29, 2026 | Dec 31, 2025 | Sep 28, 2025 | Jun 29, 2025 | Mar 30, 2025 | Dec 31, 2024 | Sep 29, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $20.24M | $11.41M | $27.86M | $19.77M | $19.20M | $8.83M | $30.92M | $6.67M | $18.37M | $6.46M | $19.81M | $7.93M |
| Capital expenditures | - | - | - | - | - | - | $2.80M | $1.08M | $961.0K | $295.0K | $356.0K | $399.0K |
| Free cash flow | - | - | - | - | - | - | $28.12M | $5.60M | $17.41M | $6.17M | $19.45M | $7.54M |
| Investing cash flow | -$27.90M | -$39.76M | -$14.33M | $58.18M | $6.24M | -$22.32M | -$14.35M | -$389.0K | $11.50M | $172.0K | -$440.0K | -$4.59M |
| Financing cash flow | -$14.14M | -$20.99M | -$7.33M | -$17.52M | -$10.68M | $721.0K | -$14.59M | -$4.94M | -$15.73M | -$6.32M | -$13.78M | $2.10M |
| Share repurchases | $14.14M | $22.94M | $7.33M | $18.77M | $10.68M | $910.0K | $15.24M | $4.42M | $0 | $0 | $0 | - |
| Stock-based compensation | $21.73M | $21.71M | $19.73M | $17.20M | $13.14M | $14.98M | $17.01M | $14.50M | $14.69M | $20.92M | $18.55M | $10.10M |
| Depreciation and amortization | $3.06M | $2.93M | $1.70M | $1.34M | $899.0K | $858.0K | $829.0K | $805.0K | $710.0K | $782.0K | $903.0K | $852.0K |
| Line item | Sep 27, 2026 | Jun 28, 2026 | Mar 29, 2026 | Dec 31, 2025 | Sep 28, 2025 | Jun 29, 2025 | Mar 30, 2025 | Dec 31, 2024 | Sep 29, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue growth, YoY | 6.9% | 20.5% | 26.3% | 16.2% | 1.4% | 1.5% | -4.1% | -10.0% | 5.9% | 10.8% | 11.9% | 14.0% |
| Net income growth, YoY | -87.5% | -3.1% | - | - | - | - | - | - | - | - | - | - |
| EPS growth, YoY | -83.3% | 0.0% | - | - | - | - | - | - | - | - | - | - |
| Gross margin | 46.5% | 48.2% | 48.3% | 46.4% | 40.5% | 44.9% | 44.3% | 36.9% | 35.2% | 36.8% | 38.1% | 35.0% |
| Operating margin | 0.7% | 1.6% | 5.0% | 3.3% | 0.6% | 1.5% | -1.2% | -5.0% | -4.0% | -10.0% | -8.5% | -0.3% |
| Net margin | 0.6% | 1.9% | 9.9% | 4.1% | 4.9% | 2.4% | -0.7% | -4.0% | -3.2% | -9.1% | -7.8% | 0.5% |
| Free cash flow margin | - | - | - | - | - | - | 23.6% | 4.6% | 12.6% | 4.8% | 15.7% | 5.6% |
| Current ratio | 1.47 | 1.40 | 1.52 | 1.51 | 1.42 | 1.47 | 1.42 | 1.49 | 1.42 | 1.48 | 1.50 | 1.55 |
Source: XBRL data Arlo Technologies Inc. files with the SEC, latest filing dated Nov 5, 2026 (see filings on SEC EDGAR). Provided for information only, not investment advice. Check the filing before relying on a number.
* Worked out from the filings rather than stated in them: Q4 is the full year less the first nine months.
Per-share figures are as filed. The filings show no stock split in these periods.
EPS growth is left out where the share count moved enough to suggest a split the filings do not show. Growth rates need a positive starting figure. CAGR is compound annual growth between fiscal years. The CSV holds every period on file, in full figures, from the same SEC filings.
| Company | Revenue | Growth | Net income | Net margin | Market cap |
|---|---|---|---|---|---|
| ARLO | $596.79M | +17.1% | $24.53M | 4.1% | $1.31B |
| ABNB | $13.93B | +16.7% | $3.21B | 23.0% | $111.80B |
| URI | $17.50B | +9.4% | $2.86B | 16.3% | $69.85B |
| PYPL | $34.30B | +4.4% | $4.73B | 13.8% | $49.88B |
| PAYX | $6.60B | +14.0% | $1.81B | 27.4% | $40.85B |
| SUNB | $11.47B | - | $1.39B | 12.1% | $33.45B |
| AER | $8.52B | +6.5% | $3.75B | 44.0% | $27.09B |
| ROL | $3.99B | +8.3% | $526.12M | 13.2% | $18.52B |
| APG | $8.91B | +16.4% | $367.00M | 4.1% | $18.07B |