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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Four Corners Property Trust, Inc. (FCPT). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $78.2M, roughly 1.8× Four Corners Property Trust, Inc.). Four Corners Property Trust, Inc. runs the higher net margin — 38.8% vs 4.1%, a 34.8% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 9.4%). Over the past eight quarters, Four Corners Property Trust, Inc.'s revenue compounded faster (8.4% 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.
Four Corners Property Trust, Inc. is a publicly traded real estate investment trust that acquires, owns, and manages a portfolio of high-quality net-leased commercial properties. Its assets are primarily restaurant and retail locations across the United States, with tenants largely operating in stable consumer-facing industry segments with proven operational performance.
ARLO vs FCPT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $78.2M |
| Net Profit | $5.8M | $30.4M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 55.3% |
| Net Margin | 4.1% | 38.8% |
| Revenue YoY | 16.2% | 9.4% |
| Net Profit YoY | 218.6% | 16.0% |
| 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 | — | $78.2M | ||
| Q4 25 | $141.3M | $75.7M | ||
| Q3 25 | $139.5M | $74.1M | ||
| Q2 25 | $129.4M | $72.8M | ||
| Q1 25 | $119.1M | $71.5M | ||
| Q4 24 | $121.6M | $68.3M | ||
| Q3 24 | $137.7M | $66.8M | ||
| Q2 24 | $127.4M | $66.5M |
| Q1 26 | — | $30.4M | ||
| Q4 25 | $5.8M | $29.4M | ||
| Q3 25 | $6.9M | $28.8M | ||
| Q2 25 | $3.1M | $27.9M | ||
| Q1 25 | $-835.0K | $26.2M | ||
| Q4 24 | $-4.9M | $26.2M | ||
| Q3 24 | $-4.4M | $25.6M | ||
| Q2 24 | $-11.6M | $24.7M |
| 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 | — | 55.3% | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -4.0% | — | ||
| Q2 24 | -10.0% | — |
| Q1 26 | — | 38.8% | ||
| Q4 25 | 4.1% | 38.9% | ||
| Q3 25 | 4.9% | 38.9% | ||
| Q2 25 | 2.4% | 38.3% | ||
| Q1 25 | -0.7% | 36.6% | ||
| Q4 24 | -4.0% | 38.3% | ||
| Q3 24 | -3.2% | 38.3% | ||
| Q2 24 | -9.1% | 37.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.06 | $0.27 | ||
| Q3 25 | $0.06 | $0.28 | ||
| Q2 25 | $0.03 | $0.28 | ||
| Q1 25 | $-0.01 | $0.26 | ||
| Q4 24 | $-0.05 | $0.27 | ||
| Q3 24 | $-0.04 | $0.27 | ||
| Q2 24 | $-0.12 | $0.27 |
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 | $29.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.7B |
| Total Assets | $310.5M | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $29.6M | ||
| Q4 25 | $146.4M | $12.1M | ||
| Q3 25 | $86.0M | $6.7M | ||
| Q2 25 | $71.2M | $6.0M | ||
| Q1 25 | $84.0M | $22.3M | ||
| Q4 24 | $82.0M | $4.1M | ||
| Q3 24 | $77.0M | $44.5M | ||
| Q2 24 | $62.9M | $17.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B |
| Q1 26 | — | $1.7B | ||
| 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 | $1.5B | ||
| Q3 24 | $96.9M | $1.4B | ||
| Q2 24 | $99.3M | $1.3B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $310.5M | $2.9B | ||
| Q3 25 | $350.9M | $2.8B | ||
| Q2 25 | $319.7M | $2.8B | ||
| Q1 25 | $296.6M | $2.7B | ||
| Q4 24 | $298.4M | $2.7B | ||
| Q3 24 | $312.4M | $2.6B | ||
| Q2 24 | $295.8M | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | 0.79× | ||
| Q2 25 | — | 0.81× | ||
| Q1 25 | — | 0.84× | ||
| Q4 24 | — | 0.78× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.92× |
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 | $192.3M | ||
| Q3 25 | $19.2M | $48.9M | ||
| Q2 25 | $8.8M | $43.8M | ||
| Q1 25 | $30.9M | $51.6M | ||
| Q4 24 | $6.7M | $144.1M | ||
| Q3 24 | $18.4M | $43.4M | ||
| Q2 24 | $6.5M | $39.7M |
| 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× | 6.53× | ||
| Q3 25 | 2.79× | 1.70× | ||
| Q2 25 | 2.83× | 1.57× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | 5.51× | ||
| Q3 24 | — | 1.70× | ||
| Q2 24 | — | 1.61× |
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% |
FCPT
| Rental revenue | $69.8M | 89% |
| Restaurant revenue | $8.4M | 11% |
