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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and AVANOS MEDICAL, INC. (AVNS). Click either name above to swap in a different company.
AVANOS MEDICAL, INC. is the larger business by last-quarter revenue ($180.9M vs $141.3M, roughly 1.3× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -0.7%, a 4.8% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 0.7%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 4.4%).
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.
Avanos Medical, Inc. is a medical technology company making clinical medical devices. The company consists of two franchises – Pain Management and Chronic Care – that address reducing the use of opioids while helping patients recover faster and preventing infection.
ARLO vs AVNS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $180.9M |
| Net Profit | $5.8M | $-1.3M |
| Gross Margin | 46.4% | 47.5% |
| Operating Margin | 3.3% | 1.4% |
| Net Margin | 4.1% | -0.7% |
| Revenue YoY | 16.2% | 0.7% |
| Net Profit YoY | 218.6% | 99.7% |
| EPS (diluted) | $0.06 | $-0.02 |
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 | $180.9M | ||
| Q3 25 | $139.5M | $177.8M | ||
| Q2 25 | $129.4M | $175.0M | ||
| Q1 25 | $119.1M | $167.5M | ||
| Q4 24 | $121.6M | $179.6M | ||
| Q3 24 | $137.7M | $170.4M | ||
| Q2 24 | $127.4M | $171.7M | ||
| Q1 24 | $124.2M | $166.1M |
| Q4 25 | $5.8M | $-1.3M | ||
| Q3 25 | $6.9M | $-1.4M | ||
| Q2 25 | $3.1M | $-76.8M | ||
| Q1 25 | $-835.0K | $6.6M | ||
| Q4 24 | $-4.9M | $-397.3M | ||
| Q3 24 | $-4.4M | $4.3M | ||
| Q2 24 | $-11.6M | $1.8M | ||
| Q1 24 | $-9.6M | $-900.0K |
| Q4 25 | 46.4% | 47.5% | ||
| Q3 25 | 40.5% | 48.4% | ||
| Q2 25 | 44.9% | 52.6% | ||
| Q1 25 | 44.3% | 53.6% | ||
| Q4 24 | 36.9% | 54.6% | ||
| Q3 24 | 35.2% | 54.5% | ||
| Q2 24 | 36.8% | 55.7% | ||
| Q1 24 | 38.1% | 57.1% |
| Q4 25 | 3.3% | 1.4% | ||
| Q3 25 | 0.6% | 0.1% | ||
| Q2 25 | 1.5% | -42.6% | ||
| Q1 25 | -1.2% | 6.1% | ||
| Q4 24 | -5.0% | -233.0% | ||
| Q3 24 | -4.0% | 7.0% | ||
| Q2 24 | -10.0% | 3.7% | ||
| Q1 24 | -8.5% | 2.4% |
| Q4 25 | 4.1% | -0.7% | ||
| Q3 25 | 4.9% | -0.8% | ||
| Q2 25 | 2.4% | -43.9% | ||
| Q1 25 | -0.7% | 3.9% | ||
| Q4 24 | -4.0% | -221.2% | ||
| Q3 24 | -3.2% | 2.5% | ||
| Q2 24 | -9.1% | 1.0% | ||
| Q1 24 | -7.8% | -0.5% |
| Q4 25 | $0.06 | $-0.02 | ||
| Q3 25 | $0.06 | $-0.03 | ||
| Q2 25 | $0.03 | $-1.66 | ||
| Q1 25 | $-0.01 | $0.14 | ||
| Q4 24 | $-0.05 | $-8.64 | ||
| Q3 24 | $-0.04 | $0.09 | ||
| Q2 24 | $-0.12 | $0.04 | ||
| Q1 24 | $-0.10 | $-0.02 |
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 | $89.8M |
| Total DebtLower is stronger | — | $90.3M |
| Stockholders' EquityBook value | $127.8M | $778.2M |
| Total Assets | $310.5M | $1.1B |
| Debt / EquityLower = less leverage | — | 0.12× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $89.8M | ||
| Q3 25 | $86.0M | $70.5M | ||
| Q2 25 | $71.2M | $90.3M | ||
| Q1 25 | $84.0M | $97.0M | ||
| Q4 24 | $82.0M | $107.7M | ||
| Q3 24 | $77.0M | $89.0M | ||
| Q2 24 | $62.9M | $92.2M | ||
| Q1 24 | $62.1M | $75.8M |
| Q4 25 | — | $90.3M | ||
| Q3 25 | — | $93.4M | ||
| Q2 25 | — | $95.7M | ||
| Q1 25 | — | $98.0M | ||
| Q4 24 | — | $125.3M | ||
| Q3 24 | — | $152.6M | ||
| Q2 24 | — | $164.9M | ||
| Q1 24 | — | $167.2M |
| Q4 25 | $127.8M | $778.2M | ||
| Q3 25 | $129.2M | $778.0M | ||
| Q2 25 | $118.3M | $776.3M | ||
| Q1 25 | $103.4M | $839.4M | ||
| Q4 24 | $100.9M | $828.5M | ||
| Q3 24 | $96.9M | $1.2B | ||
| Q2 24 | $99.3M | $1.2B | ||
| Q1 24 | $99.9M | $1.2B |
| Q4 25 | $310.5M | $1.1B | ||
| Q3 25 | $350.9M | $1.1B | ||
| Q2 25 | $319.7M | $1.0B | ||
| Q1 25 | $296.6M | $1.1B | ||
| Q4 24 | $298.4M | $1.2B | ||
| Q3 24 | $312.4M | $1.7B | ||
| Q2 24 | $295.8M | $1.7B | ||
| Q1 24 | $289.8M | $1.7B |
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.12× | ||
| Q2 24 | — | 0.13× | ||
| Q1 24 | — | 0.14× |
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 | $28.2M |
| Free Cash FlowOCF − Capex | — | $21.3M |
| FCF MarginFCF / Revenue | — | 11.8% |
| Capex IntensityCapex / Revenue | — | 3.8% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $43.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $28.2M | ||
| Q3 25 | $19.2M | $14.0M | ||
| Q2 25 | $8.8M | $6.8M | ||
| Q1 25 | $30.9M | $25.7M | ||
| Q4 24 | $6.7M | $57.9M | ||
| Q3 24 | $18.4M | $23.0M | ||
| Q2 24 | $6.5M | $27.8M | ||
| Q1 24 | $19.8M | $-8.0M |
| Q4 25 | — | $21.3M | ||
| Q3 25 | — | $7.0M | ||
| Q2 25 | — | $-4.2M | ||
| Q1 25 | $28.1M | $19.0M | ||
| Q4 24 | $5.6M | $53.1M | ||
| Q3 24 | $17.4M | $20.0M | ||
| Q2 24 | $6.2M | $21.9M | ||
| Q1 24 | $19.4M | $-12.1M |
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | -2.4% | ||
| Q1 25 | 23.6% | 11.3% | ||
| Q4 24 | 4.6% | 29.6% | ||
| Q3 24 | 12.6% | 11.7% | ||
| Q2 24 | 4.8% | 12.8% | ||
| Q1 24 | 15.7% | -7.3% |
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | 2.4% | 4.0% | ||
| Q4 24 | 0.9% | 2.7% | ||
| Q3 24 | 0.7% | 1.8% | ||
| Q2 24 | 0.2% | 3.4% | ||
| Q1 24 | 0.3% | 2.5% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | 3.89× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 5.35× | ||
| Q2 24 | — | 15.44× | ||
| Q1 24 | — | — |
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% |
AVNS
| Enteral Feeding | $83.0M | 46% |
| Radiofrequency Ablation | $36.9M | 20% |
| Neonate Solutions | $32.1M | 18% |
| Surgical Pain And Recovery | $24.7M | 14% |
| Corporate Other | $4.2M | 2% |
