vs
Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and AerSale Corp (ASLE). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $90.9M, roughly 1.6× AerSale Corp). AerSale Corp runs the higher net margin — 5.9% vs 4.1%, a 1.9% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -4.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 0.2%).
Arlo Technologies is an American company that makes wireless surveillance cameras. Prior to an initial public offering (IPO) on the New York Stock Exchange in August 2018, Arlo was a brand of such products by Netgear, which retained majority control after the IPO.
AerSale, Inc. is a Doral, Florida-based global supplier of aftermarket commercial jet aircraft, engines, used materials, and aeronautical engineering services to passenger and cargo airlines, government, multinational original equipment manufacturers, and independent MROs. AerSale is a member of the Aircraft Fleet Recycling Association.
ARLO vs ASLE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $90.9M |
| Net Profit | $5.8M | $5.4M |
| Gross Margin | 46.4% | 34.1% |
| Operating Margin | 3.3% | 7.8% |
| Net Margin | 4.1% | 5.9% |
| Revenue YoY | 16.2% | -4.0% |
| Net Profit YoY | 218.6% | 99.7% |
| EPS (diluted) | $0.06 | $0.10 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $141.3M | $90.9M | ||
| Q3 25 | $139.5M | $71.2M | ||
| Q2 25 | $129.4M | $107.4M | ||
| Q1 25 | $119.1M | $65.8M | ||
| Q4 24 | $121.6M | $94.7M | ||
| Q3 24 | $137.7M | $82.7M | ||
| Q2 24 | $127.4M | $77.1M | ||
| Q1 24 | $124.2M | $90.5M |
| Q4 25 | $5.8M | $5.4M | ||
| Q3 25 | $6.9M | $-120.0K | ||
| Q2 25 | $3.1M | $8.6M | ||
| Q1 25 | $-835.0K | $-5.3M | ||
| Q4 24 | $-4.9M | $2.7M | ||
| Q3 24 | $-4.4M | $509.0K | ||
| Q2 24 | $-11.6M | $-3.6M | ||
| Q1 24 | $-9.6M | $6.3M |
| Q4 25 | 46.4% | 34.1% | ||
| Q3 25 | 40.5% | 30.2% | ||
| Q2 25 | 44.9% | 32.9% | ||
| Q1 25 | 44.3% | 27.3% | ||
| Q4 24 | 36.9% | 31.4% | ||
| Q3 24 | 35.2% | 28.6% | ||
| Q2 24 | 36.8% | 28.2% | ||
| Q1 24 | 38.1% | 31.8% |
| Q4 25 | 3.3% | 7.8% | ||
| Q3 25 | 0.6% | 4.0% | ||
| Q2 25 | 1.5% | 11.7% | ||
| Q1 25 | -1.2% | -10.1% | ||
| Q4 24 | -5.0% | 5.2% | ||
| Q3 24 | -4.0% | 2.4% | ||
| Q2 24 | -10.0% | -2.4% | ||
| Q1 24 | -8.5% | 5.2% |
| Q4 25 | 4.1% | 5.9% | ||
| Q3 25 | 4.9% | -0.2% | ||
| Q2 25 | 2.4% | 8.0% | ||
| Q1 25 | -0.7% | -8.0% | ||
| Q4 24 | -4.0% | 2.9% | ||
| Q3 24 | -3.2% | 0.6% | ||
| Q2 24 | -9.1% | -4.7% | ||
| Q1 24 | -7.8% | 6.9% |
| Q4 25 | $0.06 | $0.10 | ||
| Q3 25 | $0.06 | $0.00 | ||
| Q2 25 | $0.03 | $0.18 | ||
| Q1 25 | $-0.01 | $-0.10 | ||
| Q4 24 | $-0.05 | $0.05 | ||
| Q3 24 | $-0.04 | $0.01 | ||
| Q2 24 | $-0.12 | $-0.07 | ||
| Q1 24 | $-0.10 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $146.4M | $4.4M |
| Total DebtLower is stronger | — | $1.3M |
| Stockholders' EquityBook value | $127.8M | $424.4M |
| Total Assets | $310.5M | $640.5M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $4.4M | ||
| Q3 25 | $86.0M | $5.3M | ||
| Q2 25 | $71.2M | $5.7M | ||
| Q1 25 | $84.0M | $4.7M | ||
| Q4 24 | $82.0M | $4.7M | ||
| Q3 24 | $77.0M | $9.8M | ||
| Q2 24 | $62.9M | $4.3M | ||
| Q1 24 | $62.1M | $2.6M |
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | — | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K | ||
| Q1 24 | — | $3.5M |
| Q4 25 | $127.8M | $424.4M | ||
| Q3 25 | $129.2M | $417.1M | ||
| Q2 25 | $118.3M | $415.9M | ||
| Q1 25 | $103.4M | $406.5M | ||
| Q4 24 | $100.9M | $455.6M | ||
| Q3 24 | $96.9M | $451.5M | ||
| Q2 24 | $99.3M | $449.8M | ||
| Q1 24 | $99.9M | $452.0M |
| Q4 25 | $310.5M | $640.5M | ||
| Q3 25 | $350.9M | $646.3M | ||
| Q2 25 | $319.7M | $646.7M | ||
| Q1 25 | $296.6M | $646.1M | ||
| Q4 24 | $298.4M | $604.7M | ||
| Q3 24 | $312.4M | $601.5M | ||
| Q2 24 | $295.8M | $598.7M | ||
| Q1 24 | $289.8M | $571.7M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.01× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $19.8M | $11.4M |
| Free Cash FlowOCF − Capex | — | $9.8M |
| FCF MarginFCF / Revenue | — | 10.8% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | 3.43× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $11.4M | ||
| Q3 25 | $19.2M | $-8.9M | ||
| Q2 25 | $8.8M | $19.8M | ||
| Q1 25 | $30.9M | $-45.2M | ||
| Q4 24 | $6.7M | $37.5M | ||
| Q3 24 | $18.4M | $10.4M | ||
| Q2 24 | $6.5M | $-15.3M | ||
| Q1 24 | $19.8M | $-21.5M |
| Q4 25 | — | $9.8M | ||
| Q3 25 | — | $-9.8M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | $28.1M | $-47.6M | ||
| Q4 24 | $5.6M | $32.3M | ||
| Q3 24 | $17.4M | $8.9M | ||
| Q2 24 | $6.2M | $-18.9M | ||
| Q1 24 | $19.4M | $-25.0M |
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -13.8% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | 23.6% | -72.4% | ||
| Q4 24 | 4.6% | 34.0% | ||
| Q3 24 | 12.6% | 10.7% | ||
| Q2 24 | 4.8% | -24.6% | ||
| Q1 24 | 15.7% | -27.7% |
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | 2.4% | 3.7% | ||
| Q4 24 | 0.9% | 5.6% | ||
| Q3 24 | 0.7% | 1.9% | ||
| Q2 24 | 0.2% | 4.7% | ||
| Q1 24 | 0.3% | 3.9% |
| Q4 25 | 3.43× | 2.11× | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.42× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARLO
| Subscriptions And Services | $89.4M | 63% |
| Products | $51.9M | 37% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
