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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and FIRST MID BANCSHARES, INC. (FMBH). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $88.2M, roughly 1.6× FIRST MID BANCSHARES, INC.). FIRST MID BANCSHARES, INC. runs the higher net margin — 26.8% vs 4.1%, a 22.8% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 3.4%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 5.0%).
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 Mid Bancshares Inc. is a U.S.-headquartered regional financial services holding company. It provides full-range retail and commercial banking products, wealth management, insurance solutions, and agricultural financing, mainly serving individual consumers, small and medium-sized enterprises, and agricultural clients across multiple Midwestern states including Illinois, Missouri, and Indiana.
ARLO vs FMBH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $88.2M |
| Net Profit | $5.8M | $23.7M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 34.0% |
| Net Margin | 4.1% | 26.8% |
| Revenue YoY | 16.2% | 3.4% |
| Net Profit YoY | 218.6% | 23.5% |
| EPS (diluted) | $0.06 | $0.98 |
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 | $88.2M | ||
| Q3 25 | $139.5M | $89.3M | ||
| Q2 25 | $129.4M | $87.5M | ||
| Q1 25 | $119.1M | $84.3M | ||
| Q4 24 | $121.6M | $85.3M | ||
| Q3 24 | $137.7M | $80.6M | ||
| Q2 24 | $127.4M | $79.2M | ||
| Q1 24 | $124.2M | $79.9M |
| Q4 25 | $5.8M | $23.7M | ||
| Q3 25 | $6.9M | $22.5M | ||
| Q2 25 | $3.1M | $23.4M | ||
| Q1 25 | $-835.0K | $22.2M | ||
| Q4 24 | $-4.9M | $19.2M | ||
| Q3 24 | $-4.4M | $19.5M | ||
| Q2 24 | $-11.6M | $19.7M | ||
| Q1 24 | $-9.6M | $20.5M |
| 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% | 34.0% | ||
| Q3 25 | 0.6% | 32.2% | ||
| Q2 25 | 1.5% | 34.4% | ||
| Q1 25 | -1.2% | 33.4% | ||
| Q4 24 | -5.0% | 29.7% | ||
| Q3 24 | -4.0% | 31.5% | ||
| Q2 24 | -10.0% | 33.7% | ||
| Q1 24 | -8.5% | 33.7% |
| Q4 25 | 4.1% | 26.8% | ||
| Q3 25 | 4.9% | 25.2% | ||
| Q2 25 | 2.4% | 26.8% | ||
| Q1 25 | -0.7% | 26.3% | ||
| Q4 24 | -4.0% | 22.5% | ||
| Q3 24 | -3.2% | 24.2% | ||
| Q2 24 | -9.1% | 24.9% | ||
| Q1 24 | -7.8% | 25.6% |
| Q4 25 | $0.06 | $0.98 | ||
| Q3 25 | $0.06 | $0.94 | ||
| Q2 25 | $0.03 | $0.98 | ||
| Q1 25 | $-0.01 | $0.93 | ||
| Q4 24 | $-0.05 | $0.81 | ||
| Q3 24 | $-0.04 | $0.81 | ||
| Q2 24 | $-0.12 | $0.82 | ||
| Q1 24 | $-0.10 | $0.86 |
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 | — | $354.5M |
| Stockholders' EquityBook value | $127.8M | $958.7M |
| Total Assets | $310.5M | $8.0B |
| Debt / EquityLower = less leverage | — | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | $62.1M | — |
| Q4 25 | — | $354.5M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | $958.7M | ||
| Q3 25 | $129.2M | $932.2M | ||
| Q2 25 | $118.3M | $894.1M | ||
| Q1 25 | $103.4M | $870.9M | ||
| Q4 24 | $100.9M | $846.4M | ||
| Q3 24 | $96.9M | $858.5M | ||
| Q2 24 | $99.3M | $813.6M | ||
| Q1 24 | $99.9M | $798.0M |
| Q4 25 | $310.5M | $8.0B | ||
| Q3 25 | $350.9M | $7.8B | ||
| Q2 25 | $319.7M | $7.7B | ||
| Q1 25 | $296.6M | $7.6B | ||
| Q4 24 | $298.4M | $7.5B | ||
| Q3 24 | $312.4M | $7.6B | ||
| Q2 24 | $295.8M | $7.6B | ||
| Q1 24 | $289.8M | $7.7B |
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $130.9M |
| Free Cash FlowOCF − Capex | — | $124.0M |
| FCF MarginFCF / Revenue | — | 140.6% |
| Capex IntensityCapex / Revenue | — | 7.8% |
| Cash ConversionOCF / Net Profit | 3.43× | 5.53× |
| TTM Free Cash FlowTrailing 4 quarters | — | $207.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $130.9M | ||
| Q3 25 | $19.2M | $33.0M | ||
| Q2 25 | $8.8M | $7.7M | ||
| Q1 25 | $30.9M | $47.9M | ||
| Q4 24 | $6.7M | $124.4M | ||
| Q3 24 | $18.4M | $33.1M | ||
| Q2 24 | $6.5M | $24.0M | ||
| Q1 24 | $19.8M | $29.0M |
| Q4 25 | — | $124.0M | ||
| Q3 25 | — | $31.9M | ||
| Q2 25 | — | $6.0M | ||
| Q1 25 | $28.1M | $46.0M | ||
| Q4 24 | $5.6M | $119.5M | ||
| Q3 24 | $17.4M | $32.0M | ||
| Q2 24 | $6.2M | $22.9M | ||
| Q1 24 | $19.4M | $27.6M |
| Q4 25 | — | 140.6% | ||
| Q3 25 | — | 35.8% | ||
| Q2 25 | — | 6.8% | ||
| Q1 25 | 23.6% | 54.5% | ||
| Q4 24 | 4.6% | 140.0% | ||
| Q3 24 | 12.6% | 39.7% | ||
| Q2 24 | 4.8% | 28.9% | ||
| Q1 24 | 15.7% | 34.5% |
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | 2.4% | 2.3% | ||
| Q4 24 | 0.9% | 5.8% | ||
| Q3 24 | 0.7% | 1.4% | ||
| Q2 24 | 0.2% | 1.4% | ||
| Q1 24 | 0.3% | 1.9% |
| Q4 25 | 3.43× | 5.53× | ||
| Q3 25 | 2.79× | 1.47× | ||
| Q2 25 | 2.83× | 0.33× | ||
| Q1 25 | — | 2.16× | ||
| Q4 24 | — | 6.49× | ||
| Q3 24 | — | 1.70× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | — | 1.42× |
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% |
FMBH
Segment breakdown not available.
