Pricing Log in Create free account
Friday 6 November 2026 Export ARLO’s income statement to Excel — free account

Arlo Technologies, Inc.

ARLO Industrials Building Products & Equipment

Arlo Technologies, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $529.3 million, up 3.60% from fiscal 2024.

Revenue
+6.91%
EPS
−85.7%
Free cash flow
+35.1%

Quarter to September 2026, against a year earlier

14.84 0.38 −2.50%
Market cap
$1.6B
P/E
64.5×
Fwd P/E
86.1×
Dividend yield
—
F-score
7/9
Altman Z
5.17
Beneish M
−3.86
Dividend safety
n/a
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 16.21
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — 5 2 7 2 1 1 1 3 2 — 1
Insider Ownership 2.89%

Capital & Financial Ratios $m

Size
Market Cap 1,600.00
Revenue ttm 596.79
Net income ttm 24.53
Free cash flow ttm 79.28
Net debt Q (143.05)
Valuation
P/E 64.52 (above 35: high)
Forward P/E 86.10 (above 35: high)
Price / sales 2.68
Forward P/S Powerpack
Price / FCF 23.53
Price / book 9.35 (above 6: high)
Financial health
Current ratio Q 1.47
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q (1.94)
Growth
Revenue growth Q +6.91% (above 0%: growing)
Operating income growth Q +18.12% (above 0%: growing)
EPS, this year +37.08% (at or above 15%: strong)
EPS, next year A +9.07%
Revenue, next year A +11.75% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +18.00% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 2.5×, against a ten-year median of 1.3×; over the ten years it ranged from 0.0× in 2020 to 3.7× in 2025.
P/S against its own 10 years 87.09%
10-year low 10-year high
P/B against its own 10 years 65.56%
10-year low 10-year high
EV/Sales against its own 10 years 87.82%
10-year low 10-year high
EV/FCF against its own 10 years 49.38%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 136 151 166 —
Receivables 65 57 40 61
Inventory 38 41 41 52
Other — — — —
251 263 260 277
2023 2024 2025 Q'26
Payables 55 64 43 50
ST’ Debt — — — —
Other — — — —
161 177 172 189

Compound Annual Growth %

10y 5y 3y
Sales — 8.19% 2.58%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — (0.90%) 13.39%

Earnings Trends EPS, adjusted, against the consensus

Q2 FY26 Estimate 0.20 Actual 0.28

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q3 FY25 0.15 0.16 Beat by 0.01
Q4 FY25 0.16 0.22 Beat by 0.06
Q1 FY26 0.19 0.28 Beat by 0.09
Q2 FY26 0.20 0.28 Beat by 0.08
Q3 FY26 0.20 — Reports 5 November 2026

EPS $

Mar Jun Sep Dec Year
’26 0.13 0.03 0.01 — —
’25 (0.01) 0.03 0.06 0.05 0.14
’24 (0.10) (0.12) (0.04) (0.05) (0.31)
’23 (0.16) (0.08) (0.01) 0.01 (0.24)
’22 (0.10) (0.13) (0.16) (0.25) (0.65)
’21 (0.13) (0.28) (0.18) (0.08) (0.68)
’20 (0.51) (0.38) (0.22) (0.19) (1.30)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 150 156 149 — —
’25 119 129 140 141 529
’24 124 127 138 122 511
’23 111 115 130 135 491
’22 125 119 128 119 490
’21 83 99 111 143 435
’20 65 67 110 115 357
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 28 11 20 — —
’25 31 9 19 20 79
’24 20 6 18 7 51
’23 10 13 7 8 38
’22 (25) (5) (5) (11) (46)
’21 (30) 7 (9) 9 (23)
’20 (49) 0 (11) 13 (47)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 25 9 20 — —
’25 28 6 15 18 67
’24 19 6 17 6 49
’23 9 12 7 8 35
’22 (25) (5) (6) (12) (48)
’21 (31) 6 (10) 9 (25)
’20 (50) 0 (12) 11 (50)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 185 371 465 370 357 435 490 491 511 529 597 +12.4% 592 624 626 +5.8%
Gross margin, % 20.60 24.61 19.80 9.68 15.51 24.83 27.74 34.11 36.70 43.99 47.38 +23.4 pt
EBT (14) 8 (75) (82) (101) (55) (56) (21) (29) 16 27 n/m
EBT margin, % (7.40) 2.07 (16.07) (22.05) (28.17) (12.72) (11.35) (4.25) (5.76) 2.96 4.53 +10.4 pt
Net income (14) 7 (75) (86) (101) (56) (57) (22) (31) 15 25 n/m
Per share, $
Per share, $ Revenue 2.97 5.95 6.92 4.93 4.57 5.26 5.63 5.30 5.18 5.08 5.54 +6.2%
Earnings (0.22) 0.11 (1.02) (1.14) (1.30) (0.68) (0.65) (0.24) (0.31) 0.14 0.23 n/m
Cash flow (0.53) (0.63) (0.26) 0.12 (0.60) (0.28) (0.53) 0.41 0.52 0.76 0.74 n/m
Capex (0.02) (0.06) (0.32) (0.09) (0.05) (0.03) (0.02) (0.03) (0.03) (0.11) 0.00 +19.0%
Free cash flow (0.56) (0.68) (0.59) 0.03 (0.65) (0.31) (0.55) 0.38 0.49 0.64 0.74 n/m
Book value 1.18 2.01 4.01 2.71 1.71 1.36 1.01 1.11 1.02 1.23 1.59 +0.5%
Shares, m 62 62 67 75 78 83 87 93 99 104 107 +5.9%
Valuation, ×
Valuation, × P/E 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 99.93 64.52 10.0
P/S 3.13 3.13 1.44 0.85 1.70 1.99 0.65 1.74 2.16 2.75 2.68 2.0
P/B 12.39 12.39 2.49 1.55 4.55 7.70 3.64 8.29 10.94 11.40 9.35 7.5
EV/Sales 3.13 3.13 1.05 0.24 1.20 1.64 0.46 1.50 1.89 2.47 2.46 1.7
EV/FCF (38.22) (38.22) (12.45) 35.26 (8.47) (28.00) (4.68) 20.78 19.90 19.53 21.65 (3.5)
Cash, $m
Cash, $m Operating cash flow (33) (39) (18) 9 (47) (23) (46) 38 51 79 79 n/m
Capex (1) (4) (22) (7) (4) (2) (2) (3) (3) (12) (11) +26.0%
Free cash flow (35) (43) (39) 3 (50) (25) (48) 35 49 67 79 n/m
Balance, $m
Balance, $m Working capital 55 113 233 176 119 93 71 89 86 88 88 +5.4%
Net debt 0 0 (181) (257) (206) (176) (114) (136) (151) (166) (143) +108.9%
Shareholders’ equity 73 125 270 203 134 113 88 103 101 128 171 +6.4%
Returns, %
Returns, % ROA (6.18) 3.06 (17.44) (15.10) (21.17) (14.72) (18.28) (7.90) (10.45) 4.90 6.71 +11.1 pt
ROIC (11.26) 2.86 (52.83) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 5.77 +11.3 pt
ROE (13.84) 6.60 (38.23) (36.35) (60.06) (45.47) (56.53) (23.08) (29.88) 13.05 16.35 +26.9 pt
People
People Employees — 319 386 349 359 353 343 363 148 376 — +2.1%
Revenue/emp, $m 0.00 1.16 1.20 1.06 0.99 1.23 1.43 1.35 3.45 1.41 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Arlo Technologies, Inc. vs peers in Building Products & Equipment (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
AAON AAON, Inc. $4.5B 27.7× 28.0× +101.23% (above 0%: growing) +263.16% (above 0%: growing) +52.96% (above 0%: growing) 24.32% 10.99% Compare
ARLO Arlo Technologies, Inc. $1.6B 64.5× 86.1× +6.91% (above 0%: growing) −85.71% (below 0%: shrinking) +35.08% (above 0%: growing) 46.50% 0.69%
APOG Apogee Enterprises, Inc. $959.5M 14.4× 14.3× +9.20% (above 0%: growing) −1.82% (below 0%: shrinking) −53.59% (below 0%: shrinking) 24.59% 8.56% Compare
NX Quanex Building Products Corporation $958.7M 21.1× 17.5× +1.33% (above 0%: growing) n/m +3.58% (above 0%: growing) 28.19% 9.26% Compare
ROCK Gibraltar Industries, Inc. $940.7M — (loss-making) 15.7× +64.63% (above 0%: growing) −68.18% (below 0%: shrinking) −105.37% (below 0%: shrinking) 25.92% 11.74% Compare
SWIM Latham Group, Inc. $931.8M 98.5× 76.4× +12.52% (above 0%: growing) +42.86% (above 0%: growing) −5.62% (below 0%: shrinking) 36.68% 12.96% Compare
NPKI NPK International Inc. $723.4M 17.3× 17.2× +10.81% (above 0%: growing) 0.00% −135.14% (below 0%: shrinking) 31.34% 12.01% Compare
JBI Janus International Group, Inc. $650.8M 19.8× 17.5× +2.37% (above 0%: growing) −46.67% (below 0%: shrinking) −51.57% (below 0%: shrinking) 34.39% 8.82% Compare
LMB Limbach Holdings, Inc. $639.3M 20.9× 14.9× +24.85% (above 0%: growing) +4.59% (above 0%: growing) +50.45% (above 0%: growing) 23.36% 6.54% Compare
Median of peers $936.2M 20.9× 17.4× +11.67% 0.00% −28.60% 27.05% 10.13%

All 34 Building Products & Equipment stocks →

Pay and ownership Proxy statement filed 24 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 7.36m 20.82m 179.59
2024 23.27m 41.10m 143.65
2023 9.91m 36.54m 122.21
2022 15.41m (4.02m) 45.06
2021 10.46m 17.40m 134.66

Ownership

Directors and executive officers, together 2.90%
BlackRock, Inc. 14.60%
Vanguard Group, Inc. 8.80%
Brandes Investment Partners L.P. 7.60%
Wasatch Advisors L.P. 5.10%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Arlo Technologies, Inc. (ARLO) Latest News

6 Nov

Impact 3 · · The Motley Fool transcript
Impact 3 · · GuruFocus.com

5 Nov

Impact 3 · · Business Wire

27 Oct

Impact 3 · · StockStory
Impact 3 · · PR Newswire
Impact 3 · · Investing.com
Impact 3 · · Business Wire

23 Oct

Impact 3 · · StockStory

29 Sep

Impact 4 · · PR Newswire

16 Sep

Impact 4 ·

30 Aug

Impact 3 ·

15 Aug

Impact 3 ·

13 Aug

Impact 4 · · The Motley Fool transcript

11 Aug

Impact 3 ·

7 Aug

Impact 3 · · MarketBeat transcript

6 Aug

Impact 4 ·
Impact 4 ·
Impact 3 ·
Impact 3 ·

30 Jul

Impact 3 ·

30 Jun

Impact 3 ·

14 Jun

Impact 3 ·

4 Jun

Impact 3 ·

15 May

Impact 4 · · StockStory

12 May

Impact 4 · · The Motley Fool transcript

11 May

Impact 4 · · Simply Wall St.

9 May

Impact 4 · · MarketBeat
Impact 4 · · Simply Wall St.

8 May

Impact 4 · · Moby

7 May

Impact 4 · · Zacks
stockrow.com/ARLO · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com