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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and CARRIAGE SERVICES INC (CSV). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $105.5M, roughly 1.3× CARRIAGE SERVICES INC). CARRIAGE SERVICES INC runs the higher net margin — 11.6% vs 4.1%, a 7.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 8.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 1.0%).
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.
Jardine Cycle & Carriage Limited is the investment holding company of Jardines in Southeast Asia. It is currently 75% held by the conglomerate.
ARLO vs CSV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $105.5M |
| Net Profit | $5.8M | $12.3M |
| Gross Margin | 46.4% | 34.8% |
| Operating Margin | 3.3% | 23.3% |
| Net Margin | 4.1% | 11.6% |
| Revenue YoY | 16.2% | 8.0% |
| Net Profit YoY | 218.6% | 24.5% |
| EPS (diluted) | $0.06 | $0.76 |
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 | $105.5M | ||
| Q3 25 | $139.5M | $102.7M | ||
| Q2 25 | $129.4M | $102.1M | ||
| Q1 25 | $119.1M | $107.1M | ||
| Q4 24 | $121.6M | $97.7M | ||
| Q3 24 | $137.7M | $100.7M | ||
| Q2 24 | $127.4M | $102.3M | ||
| Q1 24 | $124.2M | $103.5M |
| Q4 25 | $5.8M | $12.3M | ||
| Q3 25 | $6.9M | $6.6M | ||
| Q2 25 | $3.1M | $11.7M | ||
| Q1 25 | $-835.0K | $20.9M | ||
| Q4 24 | $-4.9M | $9.9M | ||
| Q3 24 | $-4.4M | $9.9M | ||
| Q2 24 | $-11.6M | $6.3M | ||
| Q1 24 | $-9.6M | $7.0M |
| Q4 25 | 46.4% | 34.8% | ||
| Q3 25 | 40.5% | 35.3% | ||
| Q2 25 | 44.9% | 35.2% | ||
| Q1 25 | 44.3% | 35.3% | ||
| Q4 24 | 36.9% | 34.4% | ||
| Q3 24 | 35.2% | 35.2% | ||
| Q2 24 | 36.8% | 36.2% | ||
| Q1 24 | 38.1% | 36.0% |
| Q4 25 | 3.3% | 23.3% | ||
| Q3 25 | 0.6% | 17.0% | ||
| Q2 25 | 1.5% | 23.5% | ||
| Q1 25 | -1.2% | 29.5% | ||
| Q4 24 | -5.0% | 21.6% | ||
| Q3 24 | -4.0% | 22.7% | ||
| Q2 24 | -10.0% | 18.0% | ||
| Q1 24 | -8.5% | 18.8% |
| Q4 25 | 4.1% | 11.6% | ||
| Q3 25 | 4.9% | 6.4% | ||
| Q2 25 | 2.4% | 11.5% | ||
| Q1 25 | -0.7% | 19.5% | ||
| Q4 24 | -4.0% | 10.1% | ||
| Q3 24 | -3.2% | 9.8% | ||
| Q2 24 | -9.1% | 6.1% | ||
| Q1 24 | -7.8% | 6.7% |
| Q4 25 | $0.06 | $0.76 | ||
| Q3 25 | $0.06 | $0.41 | ||
| Q2 25 | $0.03 | $0.74 | ||
| Q1 25 | $-0.01 | $1.34 | ||
| Q4 24 | $-0.05 | $0.62 | ||
| Q3 24 | $-0.04 | $0.63 | ||
| Q2 24 | $-0.12 | $0.40 | ||
| Q1 24 | $-0.10 | $0.45 |
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 | $1.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $254.8M |
| Total Assets | $310.5M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $1.7M | ||
| Q3 25 | $86.0M | $1.2M | ||
| Q2 25 | $71.2M | $1.4M | ||
| Q1 25 | $84.0M | $4.6M | ||
| Q4 24 | $82.0M | $1.2M | ||
| Q3 24 | $77.0M | $1.3M | ||
| Q2 24 | $62.9M | $1.5M | ||
| Q1 24 | $62.1M | $1.7M |
| Q4 25 | $127.8M | $254.8M | ||
| Q3 25 | $129.2M | $242.1M | ||
| Q2 25 | $118.3M | $235.4M | ||
| Q1 25 | $103.4M | $223.1M | ||
| Q4 24 | $100.9M | $208.6M | ||
| Q3 24 | $96.9M | $198.1M | ||
| Q2 24 | $99.3M | $187.9M | ||
| Q1 24 | $99.9M | $179.6M |
| Q4 25 | $310.5M | $1.3B | ||
| Q3 25 | $350.9M | $1.3B | ||
| Q2 25 | $319.7M | $1.3B | ||
| Q1 25 | $296.6M | $1.3B | ||
| Q4 24 | $298.4M | $1.3B | ||
| Q3 24 | $312.4M | $1.3B | ||
| Q2 24 | $295.8M | $1.3B | ||
| Q1 24 | $289.8M | $1.3B |
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 | $14.1M |
| Free Cash FlowOCF − Capex | — | $6.2M |
| FCF MarginFCF / Revenue | — | 5.9% |
| Capex IntensityCapex / Revenue | — | 7.5% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.15× |
| TTM Free Cash FlowTrailing 4 quarters | — | $40.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $14.1M | ||
| Q3 25 | $19.2M | $24.7M | ||
| Q2 25 | $8.8M | $8.1M | ||
| Q1 25 | $30.9M | $13.8M | ||
| Q4 24 | $6.7M | $9.3M | ||
| Q3 24 | $18.4M | $20.9M | ||
| Q2 24 | $6.5M | $2.2M | ||
| Q1 24 | $19.8M | $19.7M |
| Q4 25 | — | $6.2M | ||
| Q3 25 | — | $18.0M | ||
| Q2 25 | — | $5.2M | ||
| Q1 25 | $28.1M | $10.6M | ||
| Q4 24 | $5.6M | $4.9M | ||
| Q3 24 | $17.4M | $16.2M | ||
| Q2 24 | $6.2M | $-1.4M | ||
| Q1 24 | $19.4M | $16.2M |
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 17.5% | ||
| Q2 25 | — | 5.1% | ||
| Q1 25 | 23.6% | 9.9% | ||
| Q4 24 | 4.6% | 5.0% | ||
| Q3 24 | 12.6% | 16.1% | ||
| Q2 24 | 4.8% | -1.4% | ||
| Q1 24 | 15.7% | 15.6% |
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | 2.4% | 3.0% | ||
| Q4 24 | 0.9% | 4.5% | ||
| Q3 24 | 0.7% | 4.6% | ||
| Q2 24 | 0.2% | 3.5% | ||
| Q1 24 | 0.3% | 3.4% |
| Q4 25 | 3.43× | 1.15× | ||
| Q3 25 | 2.79× | 3.76× | ||
| Q2 25 | 2.83× | 0.69× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 0.34× | ||
| Q1 24 | — | 2.83× |
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% |
CSV
| Propertyand Merchandise | $47.8M | 45% |
| Cemetery Interment Rights | $24.8M | 23% |
| Merchandise | $18.9M | 18% |
| Other Revenue | $10.2M | 10% |
| Other | $3.9M | 4% |
