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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $141.3M, roughly 1.3× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 0.9%, a 3.2% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 16.2%). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% 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.
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
ARLO vs FOLD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $185.2M |
| Net Profit | $5.8M | $1.7M |
| Gross Margin | 46.4% | 85.7% |
| Operating Margin | 3.3% | 8.6% |
| Net Margin | 4.1% | 0.9% |
| Revenue YoY | 16.2% | 23.7% |
| Net Profit YoY | 218.6% | -88.5% |
| EPS (diluted) | $0.06 | $0.00 |
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 | $185.2M | ||
| Q3 25 | $139.5M | $169.1M | ||
| Q2 25 | $129.4M | $154.7M | ||
| Q1 25 | $119.1M | $125.2M | ||
| Q4 24 | $121.6M | $149.7M | ||
| Q3 24 | $137.7M | $141.5M | ||
| Q2 24 | $127.4M | $126.7M | ||
| Q1 24 | $124.2M | $110.4M |
| Q4 25 | $5.8M | $1.7M | ||
| Q3 25 | $6.9M | $17.3M | ||
| Q2 25 | $3.1M | $-24.4M | ||
| Q1 25 | $-835.0K | $-21.7M | ||
| Q4 24 | $-4.9M | $14.7M | ||
| Q3 24 | $-4.4M | $-6.7M | ||
| Q2 24 | $-11.6M | $-15.7M | ||
| Q1 24 | $-9.6M | $-48.4M |
| Q4 25 | 46.4% | 85.7% | ||
| Q3 25 | 40.5% | 88.5% | ||
| Q2 25 | 44.9% | 90.2% | ||
| Q1 25 | 44.3% | 90.7% | ||
| Q4 24 | 36.9% | 90.1% | ||
| Q3 24 | 35.2% | 90.6% | ||
| Q2 24 | 36.8% | 91.1% | ||
| Q1 24 | 38.1% | 87.7% |
| Q4 25 | 3.3% | 8.6% | ||
| Q3 25 | 0.6% | 20.3% | ||
| Q2 25 | 1.5% | -6.1% | ||
| Q1 25 | -1.2% | -6.3% | ||
| Q4 24 | -5.0% | 10.7% | ||
| Q3 24 | -4.0% | 15.3% | ||
| Q2 24 | -10.0% | 11.8% | ||
| Q1 24 | -8.5% | -25.1% |
| Q4 25 | 4.1% | 0.9% | ||
| Q3 25 | 4.9% | 10.2% | ||
| Q2 25 | 2.4% | -15.8% | ||
| Q1 25 | -0.7% | -17.3% | ||
| Q4 24 | -4.0% | 9.8% | ||
| Q3 24 | -3.2% | -4.8% | ||
| Q2 24 | -9.1% | -12.4% | ||
| Q1 24 | -7.8% | -43.9% |
| Q4 25 | $0.06 | $0.00 | ||
| Q3 25 | $0.06 | $0.06 | ||
| Q2 25 | $0.03 | $-0.08 | ||
| Q1 25 | $-0.01 | $-0.07 | ||
| Q4 24 | $-0.05 | $0.05 | ||
| Q3 24 | $-0.04 | $-0.02 | ||
| Q2 24 | $-0.12 | $-0.05 | ||
| Q1 24 | $-0.10 | $-0.16 |
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 | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $127.8M | $274.2M |
| Total Assets | $310.5M | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $293.5M | ||
| Q3 25 | $86.0M | $263.8M | ||
| Q2 25 | $71.2M | $231.0M | ||
| Q1 25 | $84.0M | $250.6M | ||
| Q4 24 | $82.0M | $249.9M | ||
| Q3 24 | $77.0M | $249.8M | ||
| Q2 24 | $62.9M | $260.1M | ||
| Q1 24 | $62.1M | $239.6M |
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $127.8M | $274.2M | ||
| Q3 25 | $129.2M | $230.4M | ||
| Q2 25 | $118.3M | $204.3M | ||
| Q1 25 | $103.4M | $193.6M | ||
| Q4 24 | $100.9M | $194.0M | ||
| Q3 24 | $96.9M | $178.8M | ||
| Q2 24 | $99.3M | $132.5M | ||
| Q1 24 | $99.9M | $130.7M |
| Q4 25 | $310.5M | $949.9M | ||
| Q3 25 | $350.9M | $868.8M | ||
| Q2 25 | $319.7M | $815.3M | ||
| Q1 25 | $296.6M | $789.8M | ||
| Q4 24 | $298.4M | $785.0M | ||
| Q3 24 | $312.4M | $786.6M | ||
| Q2 24 | $295.8M | $749.5M | ||
| Q1 24 | $289.8M | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | — | $16.0M |
| FCF MarginFCF / Revenue | — | 8.6% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | 3.43× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | — | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $16.3M | ||
| Q3 25 | $19.2M | $35.7M | ||
| Q2 25 | $8.8M | $-26.5M | ||
| Q1 25 | $30.9M | $7.8M | ||
| Q4 24 | $6.7M | $-3.9M | ||
| Q3 24 | $18.4M | $-23.0M | ||
| Q2 24 | $6.5M | $22.7M | ||
| Q1 24 | $19.8M | $-29.7M |
| Q4 25 | — | $16.0M | ||
| Q3 25 | — | $35.3M | ||
| Q2 25 | — | $-28.9M | ||
| Q1 25 | $28.1M | $7.5M | ||
| Q4 24 | $5.6M | $-4.2M | ||
| Q3 24 | $17.4M | $-23.3M | ||
| Q2 24 | $6.2M | $21.6M | ||
| Q1 24 | $19.4M | $-31.5M |
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | -18.7% | ||
| Q1 25 | 23.6% | 6.0% | ||
| Q4 24 | 4.6% | -2.8% | ||
| Q3 24 | 12.6% | -16.5% | ||
| Q2 24 | 4.8% | 17.0% | ||
| Q1 24 | 15.7% | -28.5% |
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | 2.4% | 0.2% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 0.7% | 0.3% | ||
| Q2 24 | 0.2% | 0.9% | ||
| Q1 24 | 0.3% | 1.6% |
| Q4 25 | 3.43× | 9.62× | ||
| Q3 25 | 2.79× | 2.06× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| 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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
