vs
Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Climb Global Solutions, Inc. (CLMB). Click either name above to swap in a different company.
Climb Global Solutions, Inc. is the larger business by last-quarter revenue ($182.4M vs $141.3M, roughly 1.3× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 1.8%, a 2.3% gap on every dollar of revenue. On growth, Climb Global Solutions, Inc. posted the faster year-over-year revenue change (32.1% vs 16.2%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% CAGR vs 6.7%).
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.
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
ARLO vs CLMB — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $182.4M |
| Net Profit | $5.8M | $3.3M |
| Gross Margin | 46.4% | 14.5% |
| Operating Margin | 3.3% | 2.1% |
| Net Margin | 4.1% | 1.8% |
| Revenue YoY | 16.2% | 32.1% |
| Net Profit YoY | 218.6% | -9.5% |
| EPS (diluted) | $0.06 | $0.18 |
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 | — | $182.4M | ||
| Q4 25 | $141.3M | $193.8M | ||
| Q3 25 | $139.5M | $161.3M | ||
| Q2 25 | $129.4M | $159.3M | ||
| Q1 25 | $119.1M | $138.0M | ||
| Q4 24 | $121.6M | $161.8M | ||
| Q3 24 | $137.7M | $119.3M | ||
| Q2 24 | $127.4M | $92.1M |
| Q1 26 | — | $3.3M | ||
| Q4 25 | $5.8M | $7.0M | ||
| Q3 25 | $6.9M | $4.7M | ||
| Q2 25 | $3.1M | $6.0M | ||
| Q1 25 | $-835.0K | $3.7M | ||
| Q4 24 | $-4.9M | $7.0M | ||
| Q3 24 | $-4.4M | $5.5M | ||
| Q2 24 | $-11.6M | $3.4M |
| Q1 26 | — | 14.5% | ||
| Q4 25 | 46.4% | 15.4% | ||
| Q3 25 | 40.5% | 15.9% | ||
| Q2 25 | 44.9% | 16.5% | ||
| Q1 25 | 44.3% | 16.9% | ||
| Q4 24 | 36.9% | 19.3% | ||
| Q3 24 | 35.2% | 20.3% | ||
| Q2 24 | 36.8% | 20.2% |
| Q1 26 | — | 2.1% | ||
| Q4 25 | 3.3% | 4.9% | ||
| Q3 25 | 0.6% | 4.3% | ||
| Q2 25 | 1.5% | 5.0% | ||
| Q1 25 | -1.2% | 3.5% | ||
| Q4 24 | -5.0% | 7.2% | ||
| Q3 24 | -4.0% | 7.1% | ||
| Q2 24 | -10.0% | 4.6% |
| Q1 26 | — | 1.8% | ||
| Q4 25 | 4.1% | 3.6% | ||
| Q3 25 | 4.9% | 2.9% | ||
| Q2 25 | 2.4% | 3.7% | ||
| Q1 25 | -0.7% | 2.7% | ||
| Q4 24 | -4.0% | 4.3% | ||
| Q3 24 | -3.2% | 4.6% | ||
| Q2 24 | -9.1% | 3.7% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.06 | $1.51 | ||
| Q3 25 | $0.06 | $1.02 | ||
| Q2 25 | $0.03 | $1.30 | ||
| Q1 25 | $-0.01 | $0.81 | ||
| Q4 24 | $-0.05 | $1.52 | ||
| Q3 24 | $-0.04 | $1.19 | ||
| Q2 24 | $-0.12 | $0.75 |
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 | $41.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $118.4M |
| Total Assets | $310.5M | $458.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $41.8M | ||
| Q4 25 | $146.4M | $36.6M | ||
| Q3 25 | $86.0M | $49.8M | ||
| Q2 25 | $71.2M | $28.6M | ||
| Q1 25 | $84.0M | $32.5M | ||
| Q4 24 | $82.0M | $29.8M | ||
| Q3 24 | $77.0M | $22.1M | ||
| Q2 24 | $62.9M | $48.4M |
| Q1 26 | — | $118.4M | ||
| Q4 25 | $127.8M | $116.6M | ||
| Q3 25 | $129.2M | $109.3M | ||
| Q2 25 | $118.3M | $105.2M | ||
| Q1 25 | $103.4M | $95.6M | ||
| Q4 24 | $100.9M | $90.6M | ||
| Q3 24 | $96.9M | $87.7M | ||
| Q2 24 | $99.3M | $79.8M |
| Q1 26 | — | $458.8M | ||
| Q4 25 | $310.5M | $460.2M | ||
| Q3 25 | $350.9M | $376.1M | ||
| Q2 25 | $319.7M | $420.7M | ||
| Q1 25 | $296.6M | $370.1M | ||
| Q4 24 | $298.4M | $469.2M | ||
| Q3 24 | $312.4M | $371.9M | ||
| Q2 24 | $295.8M | $302.8M |
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 | $-11.9M | ||
| Q3 25 | $19.2M | $22.2M | ||
| Q2 25 | $8.8M | $-2.2M | ||
| Q1 25 | $30.9M | $8.5M | ||
| Q4 24 | $6.7M | $16.0M | ||
| Q3 24 | $18.4M | $-3.6M | ||
| Q2 24 | $6.5M | $7.3M |
| 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× | -1.70× | ||
| Q3 25 | 2.79× | 4.73× | ||
| Q2 25 | 2.83× | -0.37× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | -0.66× | ||
| Q2 24 | — | 2.13× |
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% |
CLMB
Segment breakdown not available.
