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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and BRANDYWINE REALTY TRUST (BDN). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $127.0M, roughly 1.1× BRANDYWINE REALTY TRUST). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -38.4%, a 42.5% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 4.5%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 0.7%).
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.
Brandywine Realty Trust is a Philadelphia-based real estate investment trust (REIT) that invests in office buildings in Philadelphia, Washington, D.C., and Austin, Texas.
ARLO vs BDN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $127.0M |
| Net Profit | $5.8M | $-48.8M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 1.2% |
| Net Margin | 4.1% | -38.4% |
| Revenue YoY | 16.2% | 4.5% |
| Net Profit YoY | 218.6% | -80.4% |
| EPS (diluted) | $0.06 | $-0.28 |
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.
| Q1 26 | — | $127.0M | ||
| Q4 25 | $141.3M | $121.0M | ||
| Q3 25 | $139.5M | $121.4M | ||
| Q2 25 | $129.4M | $120.6M | ||
| Q1 25 | $119.1M | $121.5M | ||
| Q4 24 | $121.6M | $121.9M | ||
| Q3 24 | $137.7M | $131.8M | ||
| Q2 24 | $127.4M | $125.3M |
| Q1 26 | — | $-48.8M | ||
| Q4 25 | $5.8M | $-36.7M | ||
| Q3 25 | $6.9M | $-25.9M | ||
| Q2 25 | $3.1M | $-88.7M | ||
| Q1 25 | $-835.0K | $-27.0M | ||
| Q4 24 | $-4.9M | $-44.5M | ||
| Q3 24 | $-4.4M | $-165.2M | ||
| Q2 24 | $-11.6M | $30.2M |
| Q1 26 | — | — | ||
| Q4 25 | 46.4% | 61.3% | ||
| Q3 25 | 40.5% | 62.6% | ||
| Q2 25 | 44.9% | 62.4% | ||
| Q1 25 | 44.3% | 60.8% | ||
| Q4 24 | 36.9% | 61.2% | ||
| Q3 24 | 35.2% | 64.9% | ||
| Q2 24 | 36.8% | 63.1% |
| Q1 26 | — | 1.2% | ||
| Q4 25 | 3.3% | 22.8% | ||
| Q3 25 | 0.6% | 20.8% | ||
| Q2 25 | 1.5% | -34.3% | ||
| Q1 25 | -1.2% | 12.5% | ||
| Q4 24 | -5.0% | 18.0% | ||
| Q3 24 | -4.0% | -7.2% | ||
| Q2 24 | -10.0% | 15.5% |
| Q1 26 | — | -38.4% | ||
| Q4 25 | 4.1% | -30.3% | ||
| Q3 25 | 4.9% | -21.3% | ||
| Q2 25 | 2.4% | -73.5% | ||
| Q1 25 | -0.7% | -22.2% | ||
| Q4 24 | -4.0% | -36.5% | ||
| Q3 24 | -3.2% | -125.4% | ||
| Q2 24 | -9.1% | 24.1% |
| Q1 26 | — | $-0.28 | ||
| Q4 25 | $0.06 | $-0.21 | ||
| Q3 25 | $0.06 | $-0.15 | ||
| Q2 25 | $0.03 | $-0.51 | ||
| Q1 25 | $-0.01 | $-0.16 | ||
| Q4 24 | $-0.05 | $-0.25 | ||
| Q3 24 | $-0.04 | $-0.96 | ||
| Q2 24 | $-0.12 | $0.17 |
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 | $36.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | — |
| Total Assets | $310.5M | $3.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $36.2M | ||
| Q4 25 | $146.4M | $32.3M | ||
| Q3 25 | $86.0M | $75.5M | ||
| Q2 25 | $71.2M | $122.6M | ||
| Q1 25 | $84.0M | $29.4M | ||
| Q4 24 | $82.0M | $90.2M | ||
| Q3 24 | $77.0M | $36.5M | ||
| Q2 24 | $62.9M | $30.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | $127.8M | $792.7M | ||
| Q3 25 | $129.2M | $841.5M | ||
| Q2 25 | $118.3M | $879.8M | ||
| Q1 25 | $103.4M | $993.6M | ||
| Q4 24 | $100.9M | $1.0B | ||
| Q3 24 | $96.9M | $1.1B | ||
| Q2 24 | $99.3M | $1.3B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $310.5M | $3.6B | ||
| Q3 25 | $350.9M | $3.3B | ||
| Q2 25 | $319.7M | $3.4B | ||
| Q1 25 | $296.6M | $3.4B | ||
| Q4 24 | $298.4M | $3.5B | ||
| Q3 24 | $312.4M | $3.6B | ||
| Q2 24 | $295.8M | $3.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.23× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | — | 2.63× | ||
| Q1 25 | — | 2.23× | ||
| Q4 24 | — | 2.13× | ||
| Q3 24 | — | 2.06× | ||
| Q2 24 | — | 1.73× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $116.7M | ||
| Q3 25 | $19.2M | $47.5M | ||
| Q2 25 | $8.8M | $34.4M | ||
| Q1 25 | $30.9M | $6.3M | ||
| Q4 24 | $6.7M | $181.1M | ||
| Q3 24 | $18.4M | $52.2M | ||
| Q2 24 | $6.5M | $48.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.60× |
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% |
BDN
| Rents | $120.7M | 95% |
| Third party management fees, labor reimbursement and leasing | $4.7M | 4% |
