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Arlo Technologies, Inc.

ARLO

$15.22 ▼ -0.24 (-1.55%) at close

10 Visible periods

27 Metrics

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Neutral

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Analytical Summary

Arlo Technologies, Inc. shows mixed fundamentals. Consider comparing against peers in the Industrials sector before making investment decisions.

Market Cap $1.6B

Dividend Yield —

Revenue Growth 3.6% ↘

Op. Margin 1.1% ↗

ROIC 4.5% ↗

FCF / Share $0.76 ↗

Trailing P/E 108.7x

Price / Book 12.5x

FCF Yield 5.0%

Debt / Equity —

info Valuation on last close. End-of-day price, Aug 7, 2026.

10-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$529.30M

↑ +3.6% —

Net Income Profit after all expenses

$14.93M

↑ +148.9% —

Operating Margin Operating profit as % of sales

1.1%

↑ +116.8% 31th

FCF / Share Free cash flow per share

$0.76

↑ +53.3% —

Health Breakdown

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📈 Is growth accelerating? 6 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗
Revenue Growth YoY (%)	3.6% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-28%)	4.0% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-20%)	0.2% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-97%)	12.7% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+154%)	21.8% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+337%)	-3.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-169%)	-20.4% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-508%)	25.4% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+409%)	—	—
EPS Growth YoY (%)	N/M	-29.2% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	63.1% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	4.4% Caution ↓ Caution Declining Year-over-year change in earnings per share Optimal: > 10%	47.7% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-14.0% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	-1.8% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	N/M	—	—
Net Income Growth YoY (%)	N/M	-38.4% Weak ↓ Weak Declining Year-over-year change in net income	61.1% Excellent ↑ Excellent Improving Year-over-year change in net income	-1.1% Weak ↓ Weak Declining Year-over-year change in net income	44.7% Excellent ↑ Excellent Improving Year-over-year change in net income	-17.8% Weak Weak Year-over-year change in net income	-13.9% Weak Weak Year-over-year change in net income	N/M	—	—
FCF Growth YoY (%)	53.3% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	29.0% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	N/M	-78.7% Weak Weak Year-over-year change in free cash flow	52.3% Excellent Excellent Year-over-year change in free cash flow	N/M	N/M	14.4% Fair Fair Year-over-year change in free cash flow	—	—
Revenue CAGR 3Y (%)	2.6% Caution ↓ Caution Declining Compound annual revenue growth over 3 years	5.5% Fair ↓ Fair Declining Compound annual revenue growth over 3 years	11.2% Good ↑ Good Improving Compound annual revenue growth over 3 years	9.8% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	-2.2% Weak Weak Compound annual revenue growth over 3 years	-1.2% Weak Weak Compound annual revenue growth over 3 years	—	—	—	—
Revenue CAGR 5Y (%)	8.2% Good ↑ Good Improving Compound annual revenue growth over 5 years	6.7% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	1.1% Caution Caution Compound annual revenue growth over 5 years	5.8% Fair Fair Compound annual revenue growth over 5 years	—	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗
Operating Margin (%) (%)	1.1% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-90%)	-6.8% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-157%)	-5.1% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-142%)	-11.6% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-197%)	-13.8% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-215%)	-29.4% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-345%)	-23.0% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-292%)	-16.1% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-234%)	1.5% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-87%)	—
Effective Tax Rate (%) (%)	4.7% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-3.7% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	-5.6% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	-1.8% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	-1.2% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	-0.6% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—	—
Profit Margin (%) (%)	2.8% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-65%)	-6.0% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-175%)	-4.5% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-156%)	-11.5% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-244%)	-12.9% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-261%)	-28.3% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-454%)	-23.2% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-390%)	-16.2% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-303%)	1.8% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-78%)	—
FCF Margin (%) (%)	14.9% Fair ↑ Fair Improving Free cash flow as a percentage of revenue Optimal: > 10%	9.5% Caution ↑ Caution Improving Free cash flow as a percentage of revenue Optimal: > 10%	7.2% Caution ↑ Caution Improving Free cash flow as a percentage of revenue Optimal: > 10%	-9.8% Weak ↓ Weak Declining Free cash flow as a percentage of revenue Optimal: > 10%	-5.9% Weak ↑ Weak Improving Free cash flow as a percentage of revenue Optimal: > 10%	-14.1% Weak ↓ Weak Declining Free cash flow as a percentage of revenue Optimal: > 10%	0.7% Weak ↑ Weak Improving Free cash flow as a percentage of revenue Optimal: > 10%	-8.5% Weak Weak Free cash flow as a percentage of revenue Optimal: > 10%	-11.5% Weak Weak Free cash flow as a percentage of revenue Optimal: > 10%	—
FCF / Net Income (x)	5.27x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	-1.59x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	-1.61x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	0.85x Caution ↑ Caution Improving Free cash flow relative to reported net income Optimal: > 1x	0.45x Weak ↑ Weak Improving Free cash flow relative to reported net income Optimal: > 1x	0.50x Weak ↑ Weak Improving Free cash flow relative to reported net income Optimal: > 1x	-0.03x Weak ↑ Weak Improving Free cash flow relative to reported net income Optimal: > 1x	0.52x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	-6.50x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	—

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗
Return on Invested Capital (%)	4.5% Caution ↑ Caution Improving Return earned on debt + equity capital invested Optimal: > 10%	-35.9% Weak ↑ Weak Improving Return earned on debt + equity capital invested Optimal: > 10%	-25.5% Weak ↑ Weak Improving Return earned on debt + equity capital invested Optimal: > 10%	-66.0% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	-54.0% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	-78.9% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	-33.1% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	-21.9% Weak Weak Return earned on debt + equity capital invested Optimal: > 10%	3.6% Weak Weak Return earned on debt + equity capital invested Optimal: > 10%	—
Return on Capital (%) (%)	2.0% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-11.7% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-8.7% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-20.9% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-17.3% Weak → Weak Stable Operating profit relative to total assets Optimal: > 10%	-25.3% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-15.7% Weak Weak Operating profit relative to total assets Optimal: > 10%	-12.5% Weak Weak Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	11.7% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-22%)	-30.2% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-302%)	-21.3% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-242%)	-64.6% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-530%)	-49.7% Weak → Weak Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-432%)	-75.7% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-605%)	-42.3% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-382%)	-28.0% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-287%)	5.2% Caution Caution Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-65%)	—

⚖️ Is the balance sheet risky? 1 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗
Net Debt (USD)	$-146.44M	$-82.03M	$-56.52M	$-84.02M	$-175.75M	$-186.13M	$-236.68M	$-151.29M	$-108.00K	—

📊 What does each share earn? 6 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗
Revenue per Share (USD)	$5.08	$5.18	$5.30	$5.63	$5.26	$4.57	$4.93	$6.92	$5.95	—
Basic EPS, GAAP (USD)	$0.14	$-0.31	$-0.24	$-0.65	$-0.68	$-1.30	$-1.14	$-1.12	$0.11	—
Free Cash Flow per Share (USD)	$0.76	$0.49	$0.38	$-0.55	$-0.31	$-0.65	$0.03	$-0.59	$-0.68	—
Book Value per Share (USD)	$1.22	$1.00	$1.08	$0.99	$1.33	$1.69	$2.68	$3.63	$2.01	—
Tangible Book Value per Share (USD)	$1.11	$0.89	$0.97	$0.86	$1.20	$1.55	$2.52	$3.38	$2.01	—
Basic Weighted Avg Shares (shares)	104.20M	98.63M	92.75M	87.17M	82.69M	78.08M	75.07M	67.23M	62.25M	—

🏦 How resilient is the balance sheet? 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗
Working Capital (USD)	$88.15M	$85.84M	$89.08M	$70.50M	$92.69M	$119.20M	$175.67M	$233.48M	—	—
Total Equity (USD)	$127.84M	$100.91M	$103.28M	$87.69M	$112.65M	$133.77M	$203.38M	$269.50M	$125.42M	$73.17M

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗
Sales/Revenue/Turnover (USD)	$529.30M	$510.89M	$491.18M	$490.41M	$435.14M	$357.15M	$370.01M	$464.92M	$370.66M	—
Depreciation Expense (USD)	$3.93M	$3.20M	$4.66M	$4.77M	$5.97M	$10.21M	$10.68M	$5.31M	$3.74M	—
Net Income, GAAP (USD)	$14.93M	$-30.50M	$-22.04M	$-56.63M	$-56.03M	$-101.25M	$-85.95M	$-75.48M	$6.55M	—
Operating Cash Flow (USD)	$78.72M	$51.31M	$38.30M	$-45.96M	$-23.20M	$-46.53M	$9.17M	$-17.69M	$-38.98M	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 10 years · 39 quarters

Arlo Technologies, Inc.

Analytical Summary

10-Year Financial Trajectory

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