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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and BYLINE BANCORP, INC. (BY). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $112.4M, roughly 1.3× BYLINE BANCORP, INC.). BYLINE BANCORP, INC. runs the higher net margin — 33.4% vs 4.1%, a 29.4% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 9.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 6.4%).
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.
Byline Bank is a bank headquartered in Chicago, Illinois, United States. It is the primary subsidiary of Byline Bancorp, Inc., a bank holding company, and the 4th largest SBA 7(a) lender.
ARLO vs BY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $112.4M |
| Net Profit | $5.8M | $37.6M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 33.4% |
| Revenue YoY | 16.2% | 9.0% |
| Net Profit YoY | 218.6% | 33.0% |
| EPS (diluted) | $0.06 | $0.83 |
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 | — | $112.4M | ||
| Q4 25 | $141.3M | $117.0M | ||
| Q3 25 | $139.5M | $115.7M | ||
| Q2 25 | $129.4M | $110.5M | ||
| Q1 25 | $119.1M | $103.1M | ||
| Q4 24 | $121.6M | $104.7M | ||
| Q3 24 | $137.7M | $101.8M | ||
| Q2 24 | $127.4M | $99.4M |
| Q1 26 | — | $37.6M | ||
| Q4 25 | $5.8M | $34.5M | ||
| Q3 25 | $6.9M | $37.2M | ||
| Q2 25 | $3.1M | $30.1M | ||
| Q1 25 | $-835.0K | $28.2M | ||
| Q4 24 | $-4.9M | $30.3M | ||
| Q3 24 | $-4.4M | $30.3M | ||
| Q2 24 | $-11.6M | $29.7M |
| Q1 26 | — | — | ||
| Q4 25 | 46.4% | — | ||
| Q3 25 | 40.5% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 44.3% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | 36.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 40.1% | ||
| Q3 25 | 0.6% | 43.1% | ||
| Q2 25 | 1.5% | 35.2% | ||
| Q1 25 | -1.2% | 36.4% | ||
| Q4 24 | -5.0% | 38.6% | ||
| Q3 24 | -4.0% | 39.3% | ||
| Q2 24 | -10.0% | 40.4% |
| Q1 26 | — | 33.4% | ||
| Q4 25 | 4.1% | 34.1% | ||
| Q3 25 | 4.9% | 32.1% | ||
| Q2 25 | 2.4% | 27.2% | ||
| Q1 25 | -0.7% | 27.4% | ||
| Q4 24 | -4.0% | 34.3% | ||
| Q3 24 | -3.2% | 29.8% | ||
| Q2 24 | -9.1% | 29.9% |
| Q1 26 | — | $0.83 | ||
| Q4 25 | $0.06 | $0.77 | ||
| Q3 25 | $0.06 | $0.82 | ||
| Q2 25 | $0.03 | $0.66 | ||
| Q1 25 | $-0.01 | $0.64 | ||
| Q4 24 | $-0.05 | $0.68 | ||
| Q3 24 | $-0.04 | $0.69 | ||
| Q2 24 | $-0.12 | $0.68 |
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 | $198.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.3B |
| Total Assets | $310.5M | $9.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $198.4M | ||
| Q4 25 | $146.4M | $149.1M | ||
| Q3 25 | $86.0M | $259.0M | ||
| Q2 25 | $71.2M | $218.3M | ||
| Q1 25 | $84.0M | $421.3M | ||
| Q4 24 | $82.0M | $563.1M | ||
| Q3 24 | $77.0M | $452.6M | ||
| Q2 24 | $62.9M | $730.5M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $127.8M | $1.3B | ||
| Q3 25 | $129.2M | $1.2B | ||
| Q2 25 | $118.3M | $1.2B | ||
| Q1 25 | $103.4M | $1.1B | ||
| Q4 24 | $100.9M | $1.1B | ||
| Q3 24 | $96.9M | $1.1B | ||
| Q2 24 | $99.3M | $1.0B |
| Q1 26 | — | $9.9B | ||
| Q4 25 | $310.5M | $9.7B | ||
| Q3 25 | $350.9M | $9.8B | ||
| Q2 25 | $319.7M | $9.7B | ||
| Q1 25 | $296.6M | $9.6B | ||
| Q4 24 | $298.4M | $9.5B | ||
| Q3 24 | $312.4M | $9.4B | ||
| Q2 24 | $295.8M | $9.6B |
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 | $140.3M | ||
| Q3 25 | $19.2M | $38.3M | ||
| Q2 25 | $8.8M | $16.3M | ||
| Q1 25 | $30.9M | $27.1M | ||
| Q4 24 | $6.7M | $175.2M | ||
| Q3 24 | $18.4M | $19.8M | ||
| Q2 24 | $6.5M | $40.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $136.3M | ||
| Q3 25 | — | $38.0M | ||
| Q2 25 | — | $15.2M | ||
| Q1 25 | $28.1M | $25.0M | ||
| Q4 24 | $5.6M | $171.2M | ||
| Q3 24 | $17.4M | $19.1M | ||
| Q2 24 | $6.2M | $39.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 116.5% | ||
| Q3 25 | — | 32.8% | ||
| Q2 25 | — | 13.7% | ||
| Q1 25 | 23.6% | 24.3% | ||
| Q4 24 | 4.6% | 163.5% | ||
| Q3 24 | 12.6% | 18.8% | ||
| Q2 24 | 4.8% | 39.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | 2.4% | 2.0% | ||
| Q4 24 | 0.9% | 3.8% | ||
| Q3 24 | 0.7% | 0.6% | ||
| Q2 24 | 0.2% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | 4.06× | ||
| Q3 25 | 2.79× | 1.03× | ||
| Q2 25 | 2.83× | 0.54× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | — | 5.78× | ||
| Q3 24 | — | 0.65× | ||
| Q2 24 | — | 1.35× |
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% |
BY
Segment breakdown not available.
