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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and FTAI Infrastructure Inc. (FIP). Click either name above to swap in a different company.
FTAI Infrastructure Inc. is the larger business by last-quarter revenue ($143.5M vs $141.3M, roughly 1.0× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -68.1%, a 72.2% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 16.2%). Over the past eight quarters, FTAI Infrastructure Inc.'s revenue compounded faster (31.9% 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.
FTAI Infrastructure Inc. owns, operates and invests in high-quality critical infrastructure assets across core sectors including transportation logistics, midstream energy, and power generation. It primarily serves North American markets, focusing on assets with stable long-term cash flows, contracted revenue streams, and strong market positions to deliver sustainable returns for stakeholders.
ARLO vs FIP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $143.5M |
| Net Profit | $5.8M | $-97.7M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -45.7% |
| Net Margin | 4.1% | -68.1% |
| Revenue YoY | 16.2% | 77.7% |
| Net Profit YoY | 218.6% | 21.6% |
| EPS (diluted) | $0.06 | $-1.04 |
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 | $143.5M | ||
| Q3 25 | $139.5M | $140.6M | ||
| Q2 25 | $129.4M | $122.3M | ||
| Q1 25 | $119.1M | $96.2M | ||
| Q4 24 | $121.6M | $80.8M | ||
| Q3 24 | $137.7M | $83.3M | ||
| Q2 24 | $127.4M | $84.9M | ||
| Q1 24 | $124.2M | $82.5M |
| Q4 25 | $5.8M | $-97.7M | ||
| Q3 25 | $6.9M | $-104.5M | ||
| Q2 25 | $3.1M | $-70.0M | ||
| Q1 25 | $-835.0K | $120.2M | ||
| Q4 24 | $-4.9M | $-124.7M | ||
| Q3 24 | $-4.4M | $-43.0M | ||
| Q2 24 | $-11.6M | $-48.1M | ||
| Q1 24 | $-9.6M | $-50.3M |
| 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% | -45.7% | ||
| Q3 25 | 0.6% | -70.8% | ||
| Q2 25 | 1.5% | -56.4% | ||
| Q1 25 | -1.2% | 81.8% | ||
| Q4 24 | -5.0% | -152.7% | ||
| Q3 24 | -4.0% | -51.7% | ||
| Q2 24 | -10.0% | -56.4% | ||
| Q1 24 | -8.5% | -58.8% |
| Q4 25 | 4.1% | -68.1% | ||
| Q3 25 | 4.9% | -74.4% | ||
| Q2 25 | 2.4% | -57.2% | ||
| Q1 25 | -0.7% | 125.0% | ||
| Q4 24 | -4.0% | -154.4% | ||
| Q3 24 | -3.2% | -51.6% | ||
| Q2 24 | -9.1% | -56.7% | ||
| Q1 24 | -7.8% | -60.9% |
| Q4 25 | $0.06 | $-1.04 | ||
| Q3 25 | $0.06 | $-1.38 | ||
| Q2 25 | $0.03 | $-0.73 | ||
| Q1 25 | $-0.01 | $0.89 | ||
| Q4 24 | $-0.05 | $-1.21 | ||
| Q3 24 | $-0.04 | $-0.45 | ||
| Q2 24 | $-0.12 | $-0.52 | ||
| Q1 24 | $-0.10 | $-0.54 |
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 | $57.4M |
| Total DebtLower is stronger | — | $3.8B |
| Stockholders' EquityBook value | $127.8M | $21.3M |
| Total Assets | $310.5M | $5.7B |
| Debt / EquityLower = less leverage | — | 176.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $57.4M | ||
| Q3 25 | $86.0M | $34.7M | ||
| Q2 25 | $71.2M | $33.6M | ||
| Q1 25 | $84.0M | $26.3M | ||
| Q4 24 | $82.0M | $27.8M | ||
| Q3 24 | $77.0M | $20.3M | ||
| Q2 24 | $62.9M | $33.1M | ||
| Q1 24 | $62.1M | $23.0M |
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.3B |
| Q4 25 | $127.8M | $21.3M | ||
| Q3 25 | $129.2M | $181.1M | ||
| Q2 25 | $118.3M | $375.5M | ||
| Q1 25 | $103.4M | $476.2M | ||
| Q4 24 | $100.9M | $202.7M | ||
| Q3 24 | $96.9M | $370.8M | ||
| Q2 24 | $99.3M | $394.8M | ||
| Q1 24 | $99.9M | $402.5M |
| Q4 25 | $310.5M | $5.7B | ||
| Q3 25 | $350.9M | $5.5B | ||
| Q2 25 | $319.7M | $4.4B | ||
| Q1 25 | $296.6M | $4.1B | ||
| Q4 24 | $298.4M | $2.4B | ||
| Q3 24 | $312.4M | $2.4B | ||
| Q2 24 | $295.8M | $2.5B | ||
| Q1 24 | $289.8M | $2.3B |
| Q4 25 | — | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 4.14× | ||
| Q2 24 | — | 3.94× | ||
| Q1 24 | — | 3.34× |
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 | $-2.8M |
| Free Cash FlowOCF − Capex | — | $-68.6M |
| FCF MarginFCF / Revenue | — | -47.8% |
| Capex IntensityCapex / Revenue | — | 45.9% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-398.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-2.8M | ||
| Q3 25 | $19.2M | $-24.4M | ||
| Q2 25 | $8.8M | $-5.2M | ||
| Q1 25 | $30.9M | $-85.7M | ||
| Q4 24 | $6.7M | $-8.1M | ||
| Q3 24 | $18.4M | $14.2M | ||
| Q2 24 | $6.5M | $-17.6M | ||
| Q1 24 | $19.8M | $-3.9M |
| Q4 25 | — | $-68.6M | ||
| Q3 25 | — | $-90.7M | ||
| Q2 25 | — | $-87.5M | ||
| Q1 25 | $28.1M | $-151.7M | ||
| Q4 24 | $5.6M | $-34.3M | ||
| Q3 24 | $17.4M | $-11.7M | ||
| Q2 24 | $6.2M | $-32.1M | ||
| Q1 24 | $19.4M | $-16.7M |
| Q4 25 | — | -47.8% | ||
| Q3 25 | — | -64.5% | ||
| Q2 25 | — | -71.6% | ||
| Q1 25 | 23.6% | -157.7% | ||
| Q4 24 | 4.6% | -42.4% | ||
| Q3 24 | 12.6% | -14.0% | ||
| Q2 24 | 4.8% | -37.9% | ||
| Q1 24 | 15.7% | -20.3% |
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 47.2% | ||
| Q2 25 | — | 67.3% | ||
| Q1 25 | 2.4% | 68.6% | ||
| Q4 24 | 0.9% | 32.5% | ||
| Q3 24 | 0.7% | 31.1% | ||
| Q2 24 | 0.2% | 17.2% | ||
| Q1 24 | 0.3% | 15.6% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | -0.71× | ||
| 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% |
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
