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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT). Click either name above to swap in a different company.
ESSENTIAL PROPERTIES REALTY TRUST, INC. is the larger business by last-quarter revenue ($158.8M vs $141.3M, roughly 1.1× Arlo Technologies, Inc.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 4.1%, a 33.7% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 16.2%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% 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.
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
ARLO vs EPRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $158.8M |
| Net Profit | $5.8M | $60.0M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 56.5% |
| Net Margin | 4.1% | 37.8% |
| Revenue YoY | 16.2% | 22.8% |
| Net Profit YoY | 218.6% | 6.5% |
| EPS (diluted) | $0.06 | $0.28 |
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 | — | $158.8M | ||
| Q4 25 | $141.3M | $149.9M | ||
| Q3 25 | $139.5M | $144.9M | ||
| Q2 25 | $129.4M | $137.1M | ||
| Q1 25 | $119.1M | $129.4M | ||
| Q4 24 | $121.6M | $119.7M | ||
| Q3 24 | $137.7M | $117.1M | ||
| Q2 24 | $127.4M | $109.3M |
| Q1 26 | — | $60.0M | ||
| Q4 25 | $5.8M | $68.1M | ||
| Q3 25 | $6.9M | $65.6M | ||
| Q2 25 | $3.1M | $63.2M | ||
| Q1 25 | $-835.0K | $56.1M | ||
| Q4 24 | $-4.9M | $55.4M | ||
| Q3 24 | $-4.4M | $49.1M | ||
| Q2 24 | $-11.6M | $51.5M |
| Q1 26 | — | — | ||
| 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 26 | — | 56.5% | ||
| Q4 25 | 3.3% | 65.9% | ||
| Q3 25 | 0.6% | 64.7% | ||
| Q2 25 | 1.5% | 64.1% | ||
| Q1 25 | -1.2% | 61.6% | ||
| Q4 24 | -5.0% | 66.1% | ||
| Q3 24 | -4.0% | 59.7% | ||
| Q2 24 | -10.0% | 61.1% |
| Q1 26 | — | 37.8% | ||
| Q4 25 | 4.1% | 45.4% | ||
| Q3 25 | 4.9% | 45.3% | ||
| Q2 25 | 2.4% | 46.1% | ||
| Q1 25 | -0.7% | 43.4% | ||
| Q4 24 | -4.0% | 46.3% | ||
| Q3 24 | -3.2% | 42.0% | ||
| Q2 24 | -9.1% | 47.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.06 | $0.34 | ||
| Q3 25 | $0.06 | $0.33 | ||
| Q2 25 | $0.03 | $0.32 | ||
| Q1 25 | $-0.01 | $0.29 | ||
| Q4 24 | $-0.05 | $0.31 | ||
| Q3 24 | $-0.04 | $0.27 | ||
| Q2 24 | $-0.12 | $0.29 |
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 | $15.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $4.4B |
| Total Assets | $310.5M | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.2M | ||
| Q4 25 | $146.4M | $60.2M | ||
| Q3 25 | $86.0M | $23.8M | ||
| Q2 25 | $71.2M | $20.8M | ||
| Q1 25 | $84.0M | $47.0M | ||
| Q4 24 | $82.0M | $40.7M | ||
| Q3 24 | $77.0M | $32.7M | ||
| Q2 24 | $62.9M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $127.8M | $4.2B | ||
| Q3 25 | $129.2M | $3.8B | ||
| Q2 25 | $118.3M | $3.8B | ||
| Q1 25 | $103.4M | $3.8B | ||
| Q4 24 | $100.9M | $3.6B | ||
| Q3 24 | $96.9M | $3.2B | ||
| Q2 24 | $99.3M | $3.2B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $310.5M | $6.9B | ||
| Q3 25 | $350.9M | $6.6B | ||
| Q2 25 | $319.7M | $6.3B | ||
| Q1 25 | $296.6M | $6.1B | ||
| Q4 24 | $298.4M | $5.8B | ||
| Q3 24 | $312.4M | $5.5B | ||
| Q2 24 | $295.8M | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.59× |
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 | $381.1M | ||
| Q3 25 | $19.2M | $99.0M | ||
| Q2 25 | $8.8M | $99.8M | ||
| Q1 25 | $30.9M | $77.2M | ||
| Q4 24 | $6.7M | $308.5M | ||
| Q3 24 | $18.4M | $73.5M | ||
| Q2 24 | $6.5M | $81.1M |
| 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× | 5.60× | ||
| Q3 25 | 2.79× | 1.51× | ||
| Q2 25 | 2.83× | 1.58× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | — | 5.57× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | — | 1.57× |
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% |
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
