Arlo Technologies, Inc.(ARLO)Earnings, Financials & Key RatiosArlo Technologies, Inc. (ARLO) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the company's forward P/E of 14.92 appears attractive given the recent acceleration in revenue growth to 26.3% and the strengthening of the subscription-based deferred revenue base to $52.2M.
Arlo Technologies, Inc. (ARLO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Arlo Technologies, Inc. (ARLO) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.28vs $0.19+47.4% | $150Mvs $140M+7.6% |
| Q1 2026 | Feb 26, 2026 | $0.22vs $0.16+37.5% | $141Mvs $136M+4.2% |
| Q4 2025 | Nov 6, 2025 | $0.16vs $0.15+6.7% | $140Mvs $136M+2.9% |
| Q3 2025 | Aug 7, 2025 | $0.17vs $0.16+6.3% | $129Mvs $135M-4.1% |
Recent stock market news and headlines for Arlo Technologies, Inc. (ARLO)
Smart Home Security Service Leader Places in Top 10 of Appliances & Electronics Category SAN JOSE, Calif., June 16, 2026 /PRNewswire/ -- Arlo Technologies, Inc.
Key metrics vs top competitors for Arlo Technologies, Inc. (ARLO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.17 | $1.43B | 94.07 | 3.6% | 2.82% | 13.05% | — | |
| $32.43 | $4.91B | -8.60 | 10.52% | -6.5% | -17.64% | — | |
| $14.10 | $1.7B | -27.65 | -4.93% | -2.82% | -10.43% | — | |
| $97.11 | $13.94B | 20.23 | 6.28% | 14.69% | 32.22% | — | |
| $65.93 | $9.92B | 21.41 | -2.18% | 8.93% | 6.3% | — | |
| $367.03 | $4.44T | 33.95 | 15.13% | 37.91% | 38.98% | — |
Arlo Technologies, Inc. (ARLO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Arlo Technologies, Inc. (ARLO) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 7, 2026·SEC
Apr 7, 2026·SEC
Feb 26, 2026·SEC
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Arlo Technologies, Inc. (ARLO) stock FAQ — growth, dividends, profitability & financials explained
Arlo Technologies, Inc. (ARLO) reported $560.6M in revenue for fiscal year 2025. This represents a 204% increase from $184.6M in 2016.
Arlo Technologies, Inc. (ARLO) grew revenue by 3.6% over the past year. Growth has been modest.
Yes, Arlo Technologies, Inc. (ARLO) is profitable, generating $30.6M in net income for fiscal year 2025 (2.8% net margin).
Arlo Technologies, Inc. (ARLO) has a return on equity (ROE) of 13.1%. This is reasonable for most industries.
Arlo Technologies, Inc. (ARLO) generated $64.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
