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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and FIRST COMMONWEALTH FINANCIAL CORP (FCF). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $133.7M, roughly 1.1× FIRST COMMONWEALTH FINANCIAL CORP). FIRST COMMONWEALTH FINANCIAL CORP runs the higher net margin — 28.1% vs 4.1%, a 24.0% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 13.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 5.5%).
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.
First Commonwealth Financial Corp is a Pennsylvania-based regional financial services holding company. It offers consumer and commercial banking products, loans, wealth management, and insurance services for individuals, small and mid-sized enterprises across central and western Pennsylvania and Ohio.
ARLO vs FCF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $133.7M |
| Net Profit | $5.8M | $37.5M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 28.1% |
| Revenue YoY | 16.2% | 13.0% |
| Net Profit YoY | 218.6% | 14.8% |
| EPS (diluted) | $0.06 | $0.37 |
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 | — | $133.7M | ||
| Q4 25 | $141.3M | $137.9M | ||
| Q3 25 | $139.5M | $136.0M | ||
| Q2 25 | $129.4M | $131.0M | ||
| Q1 25 | $119.1M | $118.0M | ||
| Q4 24 | $121.6M | $120.4M | ||
| Q3 24 | $137.7M | $121.2M | ||
| Q2 24 | $127.4M | $120.2M |
| Q1 26 | — | $37.5M | ||
| Q4 25 | $5.8M | $44.9M | ||
| Q3 25 | $6.9M | $41.3M | ||
| Q2 25 | $3.1M | $33.4M | ||
| Q1 25 | $-835.0K | $32.7M | ||
| Q4 24 | $-4.9M | $35.8M | ||
| Q3 24 | $-4.4M | $32.1M | ||
| Q2 24 | $-11.6M | $37.1M |
| 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 | — | — | ||
| Q4 25 | 3.3% | 40.9% | ||
| Q3 25 | 0.6% | 38.1% | ||
| Q2 25 | 1.5% | 32.1% | ||
| Q1 25 | -1.2% | 34.8% | ||
| Q4 24 | -5.0% | 37.1% | ||
| Q3 24 | -4.0% | 33.4% | ||
| Q2 24 | -10.0% | 38.7% |
| Q1 26 | — | 28.1% | ||
| Q4 25 | 4.1% | 32.5% | ||
| Q3 25 | 4.9% | 30.4% | ||
| Q2 25 | 2.4% | 25.5% | ||
| Q1 25 | -0.7% | 27.7% | ||
| Q4 24 | -4.0% | 29.8% | ||
| Q3 24 | -3.2% | 26.5% | ||
| Q2 24 | -9.1% | 30.9% |
| Q1 26 | — | $0.37 | ||
| Q4 25 | $0.06 | $0.44 | ||
| Q3 25 | $0.06 | $0.39 | ||
| Q2 25 | $0.03 | $0.32 | ||
| Q1 25 | $-0.01 | $0.32 | ||
| Q4 24 | $-0.05 | $0.35 | ||
| Q3 24 | $-0.04 | $0.31 | ||
| Q2 24 | $-0.12 | $0.36 |
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 | — |
| Total DebtLower is stronger | — | $154.9M |
| Stockholders' EquityBook value | $127.8M | $1.6B |
| Total Assets | $310.5M | $12.3B |
| Debt / EquityLower = less leverage | — | 0.10× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $71.2M | — | ||
| Q1 25 | $84.0M | — | ||
| Q4 24 | $82.0M | — | ||
| Q3 24 | $77.0M | — | ||
| Q2 24 | $62.9M | — |
| Q1 26 | — | $154.9M | ||
| Q4 25 | — | $261.7M | ||
| Q3 25 | — | $262.1M | ||
| Q2 25 | — | $262.4M | ||
| Q1 25 | — | $262.7M | ||
| Q4 24 | — | $263.0M | ||
| Q3 24 | — | $136.3M | ||
| Q2 24 | — | $136.6M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $127.8M | $1.6B | ||
| Q3 25 | $129.2M | $1.5B | ||
| Q2 25 | $118.3M | $1.5B | ||
| Q1 25 | $103.4M | $1.4B | ||
| Q4 24 | $100.9M | $1.4B | ||
| Q3 24 | $96.9M | $1.4B | ||
| Q2 24 | $99.3M | $1.4B |
| Q1 26 | — | $12.3B | ||
| Q4 25 | $310.5M | $12.3B | ||
| Q3 25 | $350.9M | $12.3B | ||
| Q2 25 | $319.7M | $12.2B | ||
| Q1 25 | $296.6M | $11.8B | ||
| Q4 24 | $298.4M | $11.6B | ||
| Q3 24 | $312.4M | $12.0B | ||
| Q2 24 | $295.8M | $11.6B |
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.18× | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.10× |
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 | $187.5M | ||
| Q3 25 | $19.2M | $49.5M | ||
| Q2 25 | $8.8M | $30.4M | ||
| Q1 25 | $30.9M | $55.9M | ||
| Q4 24 | $6.7M | $129.5M | ||
| Q3 24 | $18.4M | $53.6M | ||
| Q2 24 | $6.5M | $22.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $171.5M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | $113.9M | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 124.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | 94.6% | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | 12.9% | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | 4.18× | ||
| Q3 25 | 2.79× | 1.20× | ||
| Q2 25 | 2.83× | 0.91× | ||
| Q1 25 | — | 1.71× | ||
| Q4 24 | — | 3.61× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 0.61× |
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% |
FCF
Segment breakdown not available.
