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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and CSW INDUSTRIALS, INC. (CSW). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $141.3M, roughly 1.6× Arlo Technologies, Inc.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs 4.1%, a 0.3% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 16.2%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 5.1%).
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.
ARLO vs CSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $233.0M |
| Net Profit | $5.8M | $10.3M |
| Gross Margin | 46.4% | 39.7% |
| Operating Margin | 3.3% | 7.4% |
| Net Margin | 4.1% | 4.4% |
| Revenue YoY | 16.2% | 20.3% |
| Net Profit YoY | 218.6% | -61.9% |
| EPS (diluted) | $0.06 | $0.62 |
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 | $233.0M | ||
| Q3 25 | $139.5M | $277.0M | ||
| Q2 25 | $129.4M | $263.6M | ||
| Q1 25 | $119.1M | $230.5M | ||
| Q4 24 | $121.6M | $193.6M | ||
| Q3 24 | $137.7M | $227.9M | ||
| Q2 24 | $127.4M | $226.2M | ||
| Q1 24 | $124.2M | $210.9M |
| Q4 25 | $5.8M | $10.3M | ||
| Q3 25 | $6.9M | $40.7M | ||
| Q2 25 | $3.1M | $40.9M | ||
| Q1 25 | $-835.0K | $35.1M | ||
| Q4 24 | $-4.9M | $26.9M | ||
| Q3 24 | $-4.4M | $36.1M | ||
| Q2 24 | $-11.6M | $38.6M | ||
| Q1 24 | $-9.6M | $31.8M |
| Q4 25 | 46.4% | 39.7% | ||
| Q3 25 | 40.5% | 43.0% | ||
| Q2 25 | 44.9% | 43.8% | ||
| Q1 25 | 44.3% | 44.2% | ||
| Q4 24 | 36.9% | 41.4% | ||
| Q3 24 | 35.2% | 45.6% | ||
| Q2 24 | 36.8% | 47.5% | ||
| Q1 24 | 38.1% | 44.4% |
| Q4 25 | 3.3% | 7.4% | ||
| Q3 25 | 0.6% | 20.5% | ||
| Q2 25 | 1.5% | 20.8% | ||
| Q1 25 | -1.2% | 19.5% | ||
| Q4 24 | -5.0% | 15.3% | ||
| Q3 24 | -4.0% | 22.6% | ||
| Q2 24 | -10.0% | 24.3% | ||
| Q1 24 | -8.5% | 21.0% |
| Q4 25 | 4.1% | 4.4% | ||
| Q3 25 | 4.9% | 14.7% | ||
| Q2 25 | 2.4% | 15.5% | ||
| Q1 25 | -0.7% | 15.2% | ||
| Q4 24 | -4.0% | 13.9% | ||
| Q3 24 | -3.2% | 15.8% | ||
| Q2 24 | -9.1% | 17.1% | ||
| Q1 24 | -7.8% | 15.1% |
| Q4 25 | $0.06 | $0.62 | ||
| Q3 25 | $0.06 | $2.41 | ||
| Q2 25 | $0.03 | $2.43 | ||
| Q1 25 | $-0.01 | $2.05 | ||
| Q4 24 | $-0.05 | $1.60 | ||
| Q3 24 | $-0.04 | $2.26 | ||
| Q2 24 | $-0.12 | $2.47 | ||
| Q1 24 | $-0.10 | $2.03 |
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 | $40.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.1B |
| Total Assets | $310.5M | $2.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $40.2M | ||
| Q3 25 | $86.0M | $31.5M | ||
| Q2 25 | $71.2M | $38.0M | ||
| Q1 25 | $84.0M | $225.8M | ||
| Q4 24 | $82.0M | $213.8M | ||
| Q3 24 | $77.0M | $273.2M | ||
| Q2 24 | $62.9M | $18.9M | ||
| Q1 24 | $62.1M | $22.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
| Q4 25 | $127.8M | $1.1B | ||
| Q3 25 | $129.2M | $1.1B | ||
| Q2 25 | $118.3M | $1.1B | ||
| Q1 25 | $103.4M | $1.1B | ||
| Q4 24 | $100.9M | $1.0B | ||
| Q3 24 | $96.9M | $1.0B | ||
| Q2 24 | $99.3M | $650.2M | ||
| Q1 24 | $99.9M | $615.7M |
| Q4 25 | $310.5M | $2.3B | ||
| Q3 25 | $350.9M | $1.5B | ||
| Q2 25 | $319.7M | $1.5B | ||
| Q1 25 | $296.6M | $1.4B | ||
| Q4 24 | $298.4M | $1.4B | ||
| Q3 24 | $312.4M | $1.4B | ||
| Q2 24 | $295.8M | $1.1B | ||
| Q1 24 | $289.8M | $1.0B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.27× |
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 | $28.9M |
| Free Cash FlowOCF − Capex | — | $22.7M |
| FCF MarginFCF / Revenue | — | 9.8% |
| Capex IntensityCapex / Revenue | — | 2.6% |
| Cash ConversionOCF / Net Profit | 3.43× | 2.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | $162.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $28.9M | ||
| Q3 25 | $19.2M | $61.8M | ||
| Q2 25 | $8.8M | $60.6M | ||
| Q1 25 | $30.9M | $27.3M | ||
| Q4 24 | $6.7M | $11.6M | ||
| Q3 24 | $18.4M | $66.8M | ||
| Q2 24 | $6.5M | $62.7M | ||
| Q1 24 | $19.8M | $22.4M |
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $58.7M | ||
| Q2 25 | — | $57.7M | ||
| Q1 25 | $28.1M | $22.8M | ||
| Q4 24 | $5.6M | $8.5M | ||
| Q3 24 | $17.4M | $61.3M | ||
| Q2 24 | $6.2M | $59.6M | ||
| Q1 24 | $19.4M | $17.5M |
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | 23.6% | 9.9% | ||
| Q4 24 | 4.6% | 4.4% | ||
| Q3 24 | 12.6% | 26.9% | ||
| Q2 24 | 4.8% | 26.3% | ||
| Q1 24 | 15.7% | 8.3% |
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | 2.4% | 2.0% | ||
| Q4 24 | 0.9% | 1.6% | ||
| Q3 24 | 0.7% | 2.4% | ||
| Q2 24 | 0.2% | 1.4% | ||
| Q1 24 | 0.3% | 2.3% |
| Q4 25 | 3.43× | 2.81× | ||
| Q3 25 | 2.79× | 1.52× | ||
| Q2 25 | 2.83× | 1.48× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 0.71× |
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% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
