Saturday 17 October 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. In the quarter to June 2026, revenue grew 20.5%, EPS was flat and free cash flow grew 45.2%, each against the same quarter a year earlier. Revenue growth for five consecutive years, operating cash flow growth for three.

12.16 0.28 −2.25%

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Market cap: $1.3B
P/E: 41.9×
Fwd P/E: 46.1×
Dividend yield: —
F-score: 7/9
Altman Z: 5.17
Beneish M: −3.86
Dividend safety: n/a

Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Insider Decisions trades per month

Total sells 21.87

Totals in millions of $.

	Dec 25			Mar 26			Jun 26			Sep 26
Buy	—	—	—	—	—	—	—	—	—	—	—	—
Sell	2	1	5	2	7	2	1	1	1	3	2	—

Insider Ownership 3.30%

Capital & Financial Ratios $m

Market Cap 1,340.00

Revenue 587.15

Net Income 30.54

Free Cash Flow 66.87

Net Debt (143.05)

Current Ratio 1.40

Debt/Equity 0.00

P/E ratio 41.93

Fwd P/E 46.10

P/S ratio 2.24

P/B ratio 8.29

Past 5Y EPS Growth —

This Y EPS Growth 35.24%

Next Y EPS Growth 8.29%

Next Y revenue growth 11.75%

Next 5Y EPS Growth 17.65%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

EV/Sales, ten years

P/S against its own 10 years 73.91%

10-year low 10-year high

P/B against its own 10 years 58.54%

10-year low 10-year high

EV/Sales against its own 10 years 74.98%

10-year low 10-year high

EV/FCF against its own 10 years 13.54%

10-year low 10-year high

Dividends

Payout Ratio —

Annual Dividend Rate —

Annual Dividend Yield —

	total	individual payouts
2023	Powerpack
2022	Powerpack
2021	Powerpack
2020	Powerpack
2019	Powerpack
2017	Powerpack

special payouts not included in total or ratios

Assets vs Liabilities $m

	2023	2024	2025	Q'26
Cash	136	151	166	143
Receivables	65	57	40	64
Inventory	38	41	41	48
Other	—	—	—	—
	251	263	260	273

	2023	2024	2025	Q'26
Payables	55	64	43	51
ST’ Debt	—	—	—	—
Other	—	—	—	—
	161	177	172	194

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%

Revenue $m

	Mar	Jun	Sep	Dec	Year
’26	150	156	—	—	—
’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	—	—	—
’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	—	—	—
’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.

EPS $

	Mar	Jun	Sep	Dec	Year
’26	0.13	0.03	—	—	—
’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.

Group	Line	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	2026e
Price, $
Price, $	Low	—	—	8.76	2.66	1.20	5.48	2.93	3.37	8.33	7.84	Analyst estimates 2026–2028 Powerpack
	High	—	—	23.77	10.50	8.91	10.88	11.79	11.54	17.64	19.94
People
People	Employees	—	319	386	349	359	353	343	363	148	376
	Revenue/emp, $m	0.00	1.16	1.20	1.06	0.99	1.23	1.43	1.35	3.45	1.41
Income, $m
Income, $m	Revenue	185	371	465	370	357	435	490	491	511	529
	Gross margin, %	20.60	24.61	19.80	9.68	15.51	24.83	27.74	34.11	36.70	43.99
	EBT	(14)	8	(75)	(82)	(101)	(55)	(56)	(21)	(29)	16
	EBT margin, %	(7.40)	2.07	(16.07)	(22.05)	(28.17)	(12.72)	(11.35)	(4.25)	(5.76)	2.96
	Net income	(14)	7	(75)	(86)	(101)	(56)	(57)	(22)	(31)	15
	Depreciation	2	4	5	10	11	6	5	3	0	1
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
	Earnings	(0.22)	0.11	(1.02)	(1.14)	(1.30)	(0.68)	(0.65)	(0.24)	(0.31)	0.14
	Cash flow	(0.53)	(0.63)	(0.26)	0.12	(0.60)	(0.28)	(0.53)	0.41	0.52	0.76
	Capex	(0.02)	(0.06)	(0.32)	(0.09)	(0.05)	(0.03)	(0.02)	(0.03)	(0.03)	(0.11)
	Free cash flow	(0.56)	(0.68)	(0.59)	0.03	(0.65)	(0.31)	(0.55)	0.38	0.49	0.64
	Book value	1.18	2.01	4.01	2.71	1.71	1.36	1.01	1.11	1.02	1.23
	Shares, m	62	62	67	75	78	83	87	93	99	104
Valuation, ×
Valuation, ×	P/E	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	99.93
	P/S	3.13	3.13	1.44	0.85	1.70	1.99	0.65	1.74	2.16	2.75
	P/B	12.39	12.39	2.49	1.55	4.55	7.70	3.64	8.29	10.94	11.40
	EV/Sales	3.13	3.13	1.05	0.24	1.20	1.64	0.46	1.50	1.89	2.47
	EV/FCF	(38.22)	(38.22)	(12.45)	35.26	(8.47)	(28.00)	(4.68)	20.78	19.90	19.53
Cash, $m
Cash, $m	Operating cash flow	(33)	(39)	(18)	9	(47)	(23)	(46)	38	51	79
	Capex	(1)	(4)	(22)	(7)	(4)	(2)	(2)	(3)	(3)	(12)
	Free cash flow	(35)	(43)	(39)	3	(50)	(25)	(48)	35	49	67
Balance, $m
Balance, $m	Working capital	55	113	233	176	119	93	71	89	86	88
	Total debt	—	—	20	29	25	21	19	—	—	—
	Net debt	0	0	(181)	(257)	(206)	(176)	(114)	(136)	(151)	(166)
	Shareholders’ equity	73	125	270	203	134	113	88	103	101	128
Returns, %
Returns, %	ROA	(6.18)	3.06	(17.44)	(15.10)	(21.17)	(14.72)	(18.28)	(7.90)	(10.45)	4.90
	ROIC	(11.26)	2.86	(52.83)	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	ROE	(13.84)	6.60	(38.23)	(36.35)	(60.06)	(45.47)	(56.53)	(23.08)	(29.88)	13.05

Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Company	Market cap	P/E	Fwd P/E	Revenue growth (Q)	EPS growth (Q)	FCF growth (Q)	Gross margin (Q)	EBIT margin (Q)	Compare
ARLO Arlo Technologies, Inc.	$1.3B	41.9×	46.1×	+20.50% (above 0%: growing)	0.00%	+45.21% (above 0%: growing)	48.23%	1.57%
ROCK Gibraltar Industries, Inc.	$1.2B	— (loss-making)	14.4×	+64.63% (above 0%: growing)	−68.18% (below 0%: shrinking)	−105.37% (below 0%: shrinking)	25.92%	11.74%	Compare
NPKI NPK International Inc.	$906.0M	21.6×	26.9×	+19.57% (above 0%: growing)	+40.00% (above 0%: growing)	−47.36% (below 0%: shrinking)	36.97%	19.72%	Compare
NX Quanex Building Products Corporation	$885.4M	19.1×	15.3×	+1.33% (above 0%: growing)	n/m	+3.58% (above 0%: growing)	28.19%	9.26%	Compare
APOG Apogee Enterprises, Inc.	$862.2M	12.9×	13.2×	+9.20% (above 0%: growing)	−1.82% (below 0%: shrinking)	−53.64% (below 0%: shrinking)	24.59%	8.56%	Compare
SWIM Latham Group, Inc.	$735.3M	122×	46.4×	+14.39% (above 0%: growing)	−21.43% (below 0%: shrinking)	+64.86% (above 0%: growing)	35.49%	12.71%	Compare
JBI Janus International Group, Inc.	$575.8M	17.3×	16.7×	+2.37% (above 0%: growing)	−46.67% (below 0%: shrinking)	−51.57% (below 0%: shrinking)	34.39%	8.82%	Compare
LMB Limbach Holdings, Inc.	$570.0M	18.8×	20.2×	+21.95% (above 0%: growing)	−40.30% (below 0%: shrinking)	+931.20% (above 0%: growing)	21.50%	4.18%	Compare
ASPN Aspen Aerogels, Inc.	$448.1M	— (loss-making)	— (loss-making)	−36.11% (below 0%: shrinking)	n/m	−7.06% (below 0%: shrinking)	6.55%	(57.74%)	Compare
Median of peers	$798.7M	18.9×	16.7×	+11.80%	−30.86%	−27.21%	27.05%	9.04%

All 35 Building Products & Equipment stocks →

Arlo Technologies, Inc. (ARLO) key facts

Strength: Arlo Technologies, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $529.3 million, up 3.60% from fiscal 2024.
Arlo Technologies, Inc. (ARLO) is a Building Products & Equipment company in the Industrials sector, listed on the New York Stock Exchange.
As of October 16, 2026, ARLO traded at $12.16, a market capitalization of $1.3 billion.
Return on equity was 13.1% and debt-to-equity 0.00.
Its Piotroski F-score is 7 out of 9 and its Altman Z-score is 5.17 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.