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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and COHEN & STEERS, INC. (CNS). Click either name above to swap in a different company.
COHEN & STEERS, INC. is the larger business by last-quarter revenue ($143.8M vs $141.3M, roughly 1.0× Arlo Technologies, Inc.). COHEN & STEERS, INC. runs the higher net margin — 24.3% vs 4.1%, a 20.2% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 2.9%). Over the past eight quarters, COHEN & STEERS, INC.'s revenue compounded faster (8.3% 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.
Cohen & Steers is an American investment management company. It focuses on investments in real estate securities via real estate investment trusts (REIT) and alternative income via preferred securities.
ARLO vs CNS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $143.8M |
| Net Profit | $5.8M | $34.9M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 28.0% |
| Net Margin | 4.1% | 24.3% |
| Revenue YoY | 16.2% | 2.9% |
| Net Profit YoY | 218.6% | -23.9% |
| EPS (diluted) | $0.06 | $0.67 |
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 | $143.8M | ||
| Q3 25 | $139.5M | $141.7M | ||
| Q2 25 | $129.4M | $136.1M | ||
| Q1 25 | $119.1M | $134.5M | ||
| Q4 24 | $121.6M | $139.8M | ||
| Q3 24 | $137.7M | $133.2M | ||
| Q2 24 | $127.4M | $121.7M | ||
| Q1 24 | $124.2M | $122.7M |
| Q4 25 | $5.8M | $34.9M | ||
| Q3 25 | $6.9M | $41.7M | ||
| Q2 25 | $3.1M | $36.8M | ||
| Q1 25 | $-835.0K | $39.8M | ||
| Q4 24 | $-4.9M | $45.8M | ||
| Q3 24 | $-4.4M | $39.7M | ||
| Q2 24 | $-11.6M | $31.8M | ||
| Q1 24 | $-9.6M | $34.0M |
| 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 24 | 38.1% | — |
| Q4 25 | 3.3% | 28.0% | ||
| Q3 25 | 0.6% | 34.5% | ||
| Q2 25 | 1.5% | 31.8% | ||
| Q1 25 | -1.2% | 33.6% | ||
| Q4 24 | -5.0% | 35.3% | ||
| Q3 24 | -4.0% | 33.7% | ||
| Q2 24 | -10.0% | 31.5% | ||
| Q1 24 | -8.5% | 32.8% |
| Q4 25 | 4.1% | 24.3% | ||
| Q3 25 | 4.9% | 29.4% | ||
| Q2 25 | 2.4% | 27.1% | ||
| Q1 25 | -0.7% | 29.6% | ||
| Q4 24 | -4.0% | 32.8% | ||
| Q3 24 | -3.2% | 29.8% | ||
| Q2 24 | -9.1% | 26.1% | ||
| Q1 24 | -7.8% | 27.7% |
| Q4 25 | $0.06 | $0.67 | ||
| Q3 25 | $0.06 | $0.81 | ||
| Q2 25 | $0.03 | $0.72 | ||
| Q1 25 | $-0.01 | $0.77 | ||
| Q4 24 | $-0.05 | $0.89 | ||
| Q3 24 | $-0.04 | $0.77 | ||
| Q2 24 | $-0.12 | $0.63 | ||
| Q1 24 | $-0.10 | $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 | $145.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $562.0M |
| Total Assets | $310.5M | $876.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $145.5M | ||
| Q3 25 | $86.0M | $98.1M | ||
| Q2 25 | $71.2M | $95.4M | ||
| Q1 25 | $84.0M | $65.2M | ||
| Q4 24 | $82.0M | $183.0M | ||
| Q3 24 | $77.0M | $106.5M | ||
| Q2 24 | $62.9M | $122.0M | ||
| Q1 24 | $62.1M | $99.5M |
| Q4 25 | $127.8M | $562.0M | ||
| Q3 25 | $129.2M | $550.3M | ||
| Q2 25 | $118.3M | $528.5M | ||
| Q1 25 | $103.4M | $507.7M | ||
| Q4 24 | $100.9M | $511.7M | ||
| Q3 24 | $96.9M | $491.0M | ||
| Q2 24 | $99.3M | $463.2M | ||
| Q1 24 | $99.9M | $378.9M |
| Q4 25 | $310.5M | $876.7M | ||
| Q3 25 | $350.9M | $801.6M | ||
| Q2 25 | $319.7M | $751.0M | ||
| Q1 25 | $296.6M | $834.9M | ||
| Q4 24 | $298.4M | $812.4M | ||
| Q3 24 | $312.4M | $727.8M | ||
| Q2 24 | $295.8M | $784.1M | ||
| Q1 24 | $289.8M | $680.7M |
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 | $-120.4M |
| Free Cash FlowOCF − Capex | — | $-126.4M |
| FCF MarginFCF / Revenue | — | -87.9% |
| Capex IntensityCapex / Revenue | — | 4.2% |
| Cash ConversionOCF / Net Profit | 3.43× | -3.45× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-253.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-120.4M | ||
| Q3 25 | $19.2M | $55.1M | ||
| Q2 25 | $8.8M | $-67.6M | ||
| Q1 25 | $30.9M | $-108.9M | ||
| Q4 24 | $6.7M | $96.7M | ||
| Q3 24 | $18.4M | $25.6M | ||
| Q2 24 | $6.5M | $31.4M | ||
| Q1 24 | $19.8M | $4.9M |
| Q4 25 | — | $-126.4M | ||
| Q3 25 | — | $52.6M | ||
| Q2 25 | — | $-69.8M | ||
| Q1 25 | $28.1M | $-110.0M | ||
| Q4 24 | $5.6M | $85.0M | ||
| Q3 24 | $17.4M | $24.2M | ||
| Q2 24 | $6.2M | $27.1M | ||
| Q1 24 | $19.4M | $537.0K |
| Q4 25 | — | -87.9% | ||
| Q3 25 | — | 37.1% | ||
| Q2 25 | — | -51.3% | ||
| Q1 25 | 23.6% | -81.8% | ||
| Q4 24 | 4.6% | 60.8% | ||
| Q3 24 | 12.6% | 18.2% | ||
| Q2 24 | 4.8% | 22.3% | ||
| Q1 24 | 15.7% | 0.4% |
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | 2.4% | 0.8% | ||
| Q4 24 | 0.9% | 8.3% | ||
| Q3 24 | 0.7% | 1.1% | ||
| Q2 24 | 0.2% | 3.5% | ||
| Q1 24 | 0.3% | 3.5% |
| Q4 25 | 3.43× | -3.45× | ||
| Q3 25 | 2.79× | 1.32× | ||
| Q2 25 | 2.83× | -1.84× | ||
| Q1 25 | — | -2.74× | ||
| Q4 24 | — | 2.11× | ||
| Q3 24 | — | 0.65× | ||
| Q2 24 | — | 0.99× | ||
| Q1 24 | — | 0.14× |
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% |
CNS
Segment breakdown not available.
