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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and ENNIS, INC. (EBF). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $100.2M, roughly 1.4× ENNIS, INC.). ENNIS, INC. runs the higher net margin — 10.8% vs 4.1%, a 6.7% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 0.4%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 1.4%).
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.
ENNIS, INC. (ticker EBF) is a leading North American provider of printed business products and related services. Its offerings include custom business forms, pressure-sensitive labels, marketing collateral, promotional items, and branded packaging, serving clients across retail, healthcare, financial services, and small business segments.
ARLO vs EBF — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $100.2M |
| Net Profit | $5.8M | $10.8M |
| Gross Margin | 46.4% | 31.9% |
| Operating Margin | 3.3% | 15.0% |
| Net Margin | 4.1% | 10.8% |
| Revenue YoY | 16.2% | 0.4% |
| Net Profit YoY | 218.6% | 6.1% |
| EPS (diluted) | $0.06 | $0.42 |
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 | $100.2M | ||
| Q3 25 | $139.5M | $98.7M | ||
| Q2 25 | $129.4M | $97.2M | ||
| Q1 25 | $119.1M | $92.7M | ||
| Q4 24 | $121.6M | $99.8M | ||
| Q3 24 | $137.7M | $99.0M | ||
| Q2 24 | $127.4M | $103.1M | ||
| Q1 24 | $124.2M | $97.4M |
| Q4 25 | $5.8M | $10.8M | ||
| Q3 25 | $6.9M | $13.2M | ||
| Q2 25 | $3.1M | $9.8M | ||
| Q1 25 | $-835.0K | $9.0M | ||
| Q4 24 | $-4.9M | $10.2M | ||
| Q3 24 | $-4.4M | $10.3M | ||
| Q2 24 | $-11.6M | $10.7M | ||
| Q1 24 | $-9.6M | $10.1M |
| Q4 25 | 46.4% | 31.9% | ||
| Q3 25 | 40.5% | 30.5% | ||
| Q2 25 | 44.9% | 31.1% | ||
| Q1 25 | 44.3% | 29.5% | ||
| Q4 24 | 36.9% | 29.3% | ||
| Q3 24 | 35.2% | 30.1% | ||
| Q2 24 | 36.8% | 30.0% | ||
| Q1 24 | 38.1% | 28.4% |
| Q4 25 | 3.3% | 15.0% | ||
| Q3 25 | 0.6% | 12.5% | ||
| Q2 25 | 1.5% | 13.7% | ||
| Q1 25 | -1.2% | 13.0% | ||
| Q4 24 | -5.0% | 13.1% | ||
| Q3 24 | -4.0% | 13.3% | ||
| Q2 24 | -10.0% | 13.3% | ||
| Q1 24 | -8.5% | 13.3% |
| Q4 25 | 4.1% | 10.8% | ||
| Q3 25 | 4.9% | 13.3% | ||
| Q2 25 | 2.4% | 10.1% | ||
| Q1 25 | -0.7% | 9.7% | ||
| Q4 24 | -4.0% | 10.2% | ||
| Q3 24 | -3.2% | 10.4% | ||
| Q2 24 | -9.1% | 10.4% | ||
| Q1 24 | -7.8% | 10.4% |
| Q4 25 | $0.06 | $0.42 | ||
| Q3 25 | $0.06 | $0.51 | ||
| Q2 25 | $0.03 | $0.38 | ||
| Q1 25 | $-0.01 | $0.34 | ||
| Q4 24 | $-0.05 | $0.39 | ||
| Q3 24 | $-0.04 | $0.40 | ||
| Q2 24 | $-0.12 | $0.41 | ||
| Q1 24 | $-0.10 | $0.39 |
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 | $31.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $304.8M |
| Total Assets | $310.5M | $354.3M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $31.3M | ||
| Q3 25 | $86.0M | $31.9M | ||
| Q2 25 | $71.2M | $32.6M | ||
| Q1 25 | $84.0M | $72.5M | ||
| Q4 24 | $82.0M | $68.6M | ||
| Q3 24 | $77.0M | $122.6M | ||
| Q2 24 | $62.9M | $123.7M | ||
| Q1 24 | $62.1M | $110.9M |
| Q4 25 | $127.8M | $304.8M | ||
| Q3 25 | $129.2M | $305.4M | ||
| Q2 25 | $118.3M | $301.2M | ||
| Q1 25 | $103.4M | $302.0M | ||
| Q4 24 | $100.9M | $297.7M | ||
| Q3 24 | $96.9M | $358.4M | ||
| Q2 24 | $99.3M | $354.4M | ||
| Q1 24 | $99.9M | $349.8M |
| Q4 25 | $310.5M | $354.3M | ||
| Q3 25 | $350.9M | $361.8M | ||
| Q2 25 | $319.7M | $361.7M | ||
| Q1 25 | $296.6M | $348.9M | ||
| Q4 24 | $298.4M | $346.1M | ||
| Q3 24 | $312.4M | $406.8M | ||
| Q2 24 | $295.8M | $406.2M | ||
| Q1 24 | $289.8M | $399.2M |
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 | $16.4M |
| Free Cash FlowOCF − Capex | — | $15.7M |
| FCF MarginFCF / Revenue | — | 15.7% |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.52× |
| TTM Free Cash FlowTrailing 4 quarters | — | $42.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $16.4M | ||
| Q3 25 | $19.2M | $10.5M | ||
| Q2 25 | $8.8M | $8.0M | ||
| Q1 25 | $30.9M | $12.8M | ||
| Q4 24 | $6.7M | $18.2M | ||
| Q3 24 | $18.4M | $11.8M | ||
| Q2 24 | $6.5M | $23.1M | ||
| Q1 24 | $19.8M | $16.6M |
| Q4 25 | — | $15.7M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $6.6M | ||
| Q1 25 | $28.1M | $11.1M | ||
| Q4 24 | $5.6M | $17.5M | ||
| Q3 24 | $17.4M | $10.7M | ||
| Q2 24 | $6.2M | $20.6M | ||
| Q1 24 | $19.4M | $15.0M |
| Q4 25 | — | 15.7% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 6.8% | ||
| Q1 25 | 23.6% | 12.0% | ||
| Q4 24 | 4.6% | 17.6% | ||
| Q3 24 | 12.6% | 10.8% | ||
| Q2 24 | 4.8% | 20.0% | ||
| Q1 24 | 15.7% | 15.3% |
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | 2.4% | 1.8% | ||
| Q4 24 | 0.9% | 0.6% | ||
| Q3 24 | 0.7% | 1.1% | ||
| Q2 24 | 0.2% | 2.4% | ||
| Q1 24 | 0.3% | 1.7% |
| Q4 25 | 3.43× | 1.52× | ||
| Q3 25 | 2.79× | 0.80× | ||
| Q2 25 | 2.83× | 0.81× | ||
| Q1 25 | — | 1.41× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | — | 2.16× | ||
| Q1 24 | — | 1.63× |
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% |
EBF
Segment breakdown not available.
