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%
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

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 (at or below 0.5: strong)
P/E ratio 41.93 (above 35: high)
Fwd P/E 46.10 (above 35: high)
P/S ratio 2.24
P/B ratio 8.29 (above 6: high)
Past 5Y EPS Growth —
This Y EPS Growth 35.24% (at or above 15%: strong)
Next Y EPS Growth 8.29%
Next Y revenue growth 11.75% (at or above 10%: strong)
Next 5Y EPS Growth 17.65% (at or above 15%: strong)

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

Valuation vs history

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.

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
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

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
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.

Arlo Technologies, Inc. (ARLO) Latest News

13 Aug

Impact 4 · transcript

12 May

Impact 4 · transcript
stockrow.com/ARLO · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com