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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and 4D Molecular Therapeutics, Inc. (FDMT). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $85.1M, roughly 1.7× 4D Molecular Therapeutics, Inc.). 4D Molecular Therapeutics, Inc. runs the higher net margin — 22.8% vs 4.1%, a 18.7% gap on every dollar of revenue. On growth, 4D Molecular Therapeutics, Inc. posted the faster year-over-year revenue change (8508900.0% vs 16.2%). Over the past eight quarters, 4D Molecular Therapeutics, Inc.'s revenue compounded faster (5412.6% 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.
4D Molecular Therapeutics is a clinical-stage biotechnology company specializing in the research and development of targeted adeno-associated virus (AAV) gene therapies. Its core product candidates address unmet medical needs in ophthalmology, cardiology, and pulmonary disease segments, serving global patient populations with rare and common hard-to-treat conditions.
ARLO vs FDMT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $85.1M |
| Net Profit | $5.8M | $19.4M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 17.3% |
| Net Margin | 4.1% | 22.8% |
| Revenue YoY | 16.2% | 8508900.0% |
| Net Profit YoY | 218.6% | 139.1% |
| EPS (diluted) | $0.06 | $0.43 |
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 | $85.1M | ||
| Q3 25 | $139.5M | $90.0K | ||
| Q2 25 | $129.4M | $15.0K | ||
| Q1 25 | $119.1M | $14.0K | ||
| Q4 24 | $121.6M | $1.0K | ||
| Q3 24 | $137.7M | $3.0K | ||
| Q2 24 | $127.4M | $5.0K | ||
| Q1 24 | $124.2M | $28.0K |
| Q4 25 | $5.8M | $19.4M | ||
| Q3 25 | $6.9M | $-56.9M | ||
| Q2 25 | $3.1M | $-54.7M | ||
| Q1 25 | $-835.0K | $-48.0M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $-43.8M | ||
| Q2 24 | $-11.6M | $-35.0M | ||
| Q1 24 | $-9.6M | $-32.4M |
| 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 24 | 38.1% | — |
| Q4 25 | 3.3% | 17.3% | ||
| Q3 25 | 0.6% | -67983.3% | ||
| Q2 25 | 1.5% | -396373.3% | ||
| Q1 25 | -1.2% | -383007.1% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -4.0% | -1704400.0% | ||
| Q2 24 | -10.0% | -849120.0% | ||
| Q1 24 | -8.5% | -136200.0% |
| Q4 25 | 4.1% | 22.8% | ||
| Q3 25 | 4.9% | -63195.6% | ||
| Q2 25 | 2.4% | -364386.7% | ||
| Q1 25 | -0.7% | -342657.1% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | -1461433.3% | ||
| Q2 24 | -9.1% | -699060.0% | ||
| Q1 24 | -7.8% | -115717.9% |
| Q4 25 | $0.06 | $0.43 | ||
| Q3 25 | $0.06 | $-1.01 | ||
| Q2 25 | $0.03 | $-0.98 | ||
| Q1 25 | $-0.01 | $-0.86 | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.04 | $-0.79 | ||
| Q2 24 | $-0.12 | $-0.63 | ||
| Q1 24 | $-0.10 | $-0.66 |
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 | $402.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $505.7M |
| Total Assets | $310.5M | $566.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $402.7M | ||
| Q3 25 | $86.0M | $305.1M | ||
| Q2 25 | $71.2M | $293.2M | ||
| Q1 25 | $84.0M | $321.4M | ||
| Q4 24 | $82.0M | $424.9M | ||
| Q3 24 | $77.0M | $501.9M | ||
| Q2 24 | $62.9M | $541.9M | ||
| Q1 24 | $62.1M | $525.9M |
| Q4 25 | $127.8M | $505.7M | ||
| Q3 25 | $129.2M | $369.0M | ||
| Q2 25 | $118.3M | $420.9M | ||
| Q1 25 | $103.4M | $469.7M | ||
| Q4 24 | $100.9M | $510.6M | ||
| Q3 24 | $96.9M | $552.9M | ||
| Q2 24 | $99.3M | $588.3M | ||
| Q1 24 | $99.9M | $600.6M |
| Q4 25 | $310.5M | $566.7M | ||
| Q3 25 | $350.9M | $424.0M | ||
| Q2 25 | $319.7M | $473.6M | ||
| Q1 25 | $296.6M | $515.7M | ||
| Q4 24 | $298.4M | $560.4M | ||
| Q3 24 | $312.4M | $604.0M | ||
| Q2 24 | $295.8M | $620.1M | ||
| Q1 24 | $289.8M | $629.9M |
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 | $28.6M |
| Free Cash FlowOCF − Capex | — | $28.5M |
| FCF MarginFCF / Revenue | — | 33.5% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.47× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-109.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $28.6M | ||
| Q3 25 | $19.2M | $-46.5M | ||
| Q2 25 | $8.8M | $-43.4M | ||
| Q1 25 | $30.9M | $-47.8M | ||
| Q4 24 | $6.7M | $-134.6M | ||
| Q3 24 | $18.4M | $-29.4M | ||
| Q2 24 | $6.5M | $-30.2M | ||
| Q1 24 | $19.8M | $-29.1M |
| Q4 25 | — | $28.5M | ||
| Q3 25 | — | $-46.6M | ||
| Q2 25 | — | $-43.4M | ||
| Q1 25 | $28.1M | $-48.4M | ||
| Q4 24 | $5.6M | $-138.4M | ||
| Q3 24 | $17.4M | $-31.2M | ||
| Q2 24 | $6.2M | $-30.6M | ||
| Q1 24 | $19.4M | $-29.8M |
| Q4 25 | — | 33.5% | ||
| Q3 25 | — | -51765.6% | ||
| Q2 25 | — | -289620.0% | ||
| Q1 25 | 23.6% | -345635.7% | ||
| Q4 24 | 4.6% | -13837100.0% | ||
| Q3 24 | 12.6% | -1038966.7% | ||
| Q2 24 | 4.8% | -611840.0% | ||
| Q1 24 | 15.7% | -106421.4% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 101.1% | ||
| Q2 25 | — | 440.0% | ||
| Q1 25 | 2.4% | 4507.1% | ||
| Q4 24 | 0.9% | 378600.0% | ||
| Q3 24 | 0.7% | 59266.7% | ||
| Q2 24 | 0.2% | 6980.0% | ||
| Q1 24 | 0.3% | 2535.7% |
| Q4 25 | 3.43× | 1.47× | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
FDMT
Segment breakdown not available.
