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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Forestar Group Inc. (FOR). Click either name above to swap in a different company.
Forestar Group Inc. is the larger business by last-quarter revenue ($273.0M vs $141.3M, roughly 1.9× Arlo Technologies, Inc.). Forestar Group Inc. runs the higher net margin — 5.6% vs 4.1%, a 1.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 9.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -9.6%).
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.
Forestar Group Inc. is a residential lot development company based in Arlington, Texas. The company has operations in 51 markets in 21 states and delivered 11,518 residential lots during the twelve-month period ended December 31, 2020. The company is publicly traded on the New York Stock Exchange and in October 2017 became a majority-owned subsidiary of D.R. Horton, Inc., the largest homebuilder by volume in the United States since 2002. The company primarily acquires entitled real estate and...
ARLO vs FOR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $273.0M |
| Net Profit | $5.8M | $15.4M |
| Gross Margin | 46.4% | 20.1% |
| Operating Margin | 3.3% | 7.6% |
| Net Margin | 4.1% | 5.6% |
| Revenue YoY | 16.2% | 9.0% |
| Net Profit YoY | 218.6% | -6.7% |
| EPS (diluted) | $0.06 | $0.30 |
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 | $273.0M | ||
| Q3 25 | $139.5M | $670.5M | ||
| Q2 25 | $129.4M | $390.5M | ||
| Q1 25 | $119.1M | $351.0M | ||
| Q4 24 | $121.6M | $250.4M | ||
| Q3 24 | $137.7M | $551.3M | ||
| Q2 24 | $127.4M | $318.4M | ||
| Q1 24 | $124.2M | $333.8M |
| Q4 25 | $5.8M | $15.4M | ||
| Q3 25 | $6.9M | $86.9M | ||
| Q2 25 | $3.1M | $32.9M | ||
| Q1 25 | $-835.0K | $31.6M | ||
| Q4 24 | $-4.9M | $16.5M | ||
| Q3 24 | $-4.4M | $81.5M | ||
| Q2 24 | $-11.6M | $38.7M | ||
| Q1 24 | $-9.6M | $45.0M |
| Q4 25 | 46.4% | 20.1% | ||
| Q3 25 | 40.5% | 22.3% | ||
| Q2 25 | 44.9% | 20.4% | ||
| Q1 25 | 44.3% | 22.6% | ||
| Q4 24 | 36.9% | 22.0% | ||
| Q3 24 | 35.2% | 23.9% | ||
| Q2 24 | 36.8% | 22.5% | ||
| Q1 24 | 38.1% | 24.9% |
| Q4 25 | 3.3% | 7.6% | ||
| Q3 25 | 0.6% | 16.9% | ||
| Q2 25 | 1.5% | 11.2% | ||
| Q1 25 | -1.2% | 11.6% | ||
| Q4 24 | -5.0% | 8.7% | ||
| Q3 24 | -4.0% | 19.7% | ||
| Q2 24 | -10.0% | 16.2% | ||
| Q1 24 | -8.5% | 17.6% |
| Q4 25 | 4.1% | 5.6% | ||
| Q3 25 | 4.9% | 13.0% | ||
| Q2 25 | 2.4% | 8.4% | ||
| Q1 25 | -0.7% | 9.0% | ||
| Q4 24 | -4.0% | 6.6% | ||
| Q3 24 | -3.2% | 14.8% | ||
| Q2 24 | -9.1% | 12.2% | ||
| Q1 24 | -7.8% | 13.5% |
| Q4 25 | $0.06 | $0.30 | ||
| Q3 25 | $0.06 | $1.70 | ||
| Q2 25 | $0.03 | $0.65 | ||
| Q1 25 | $-0.01 | $0.62 | ||
| Q4 24 | $-0.05 | $0.32 | ||
| Q3 24 | $-0.04 | $1.59 | ||
| Q2 24 | $-0.12 | $0.76 | ||
| Q1 24 | $-0.10 | $0.89 |
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 | $211.7M |
| Total DebtLower is stronger | — | $793.2M |
| Stockholders' EquityBook value | $127.8M | $1.8B |
| Total Assets | $310.5M | $3.2B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $211.7M | ||
| Q3 25 | $86.0M | $379.2M | ||
| Q2 25 | $71.2M | $189.2M | ||
| Q1 25 | $84.0M | $174.3M | ||
| Q4 24 | $82.0M | $132.0M | ||
| Q3 24 | $77.0M | $481.2M | ||
| Q2 24 | $62.9M | $359.2M | ||
| Q1 24 | $62.1M | $416.2M |
| Q4 25 | — | $793.2M | ||
| Q3 25 | — | $802.7M | ||
| Q2 25 | — | $872.8M | ||
| Q1 25 | — | $872.5M | ||
| Q4 24 | — | $806.8M | ||
| Q3 24 | — | $706.4M | ||
| Q2 24 | — | $706.1M | ||
| Q1 24 | — | $705.7M |
| Q4 25 | $127.8M | $1.8B | ||
| Q3 25 | $129.2M | $1.8B | ||
| Q2 25 | $118.3M | $1.7B | ||
| Q1 25 | $103.4M | $1.6B | ||
| Q4 24 | $100.9M | $1.6B | ||
| Q3 24 | $96.9M | $1.6B | ||
| Q2 24 | $99.3M | $1.5B | ||
| Q1 24 | $99.9M | $1.5B |
| Q4 25 | $310.5M | $3.2B | ||
| Q3 25 | $350.9M | $3.1B | ||
| Q2 25 | $319.7M | $3.1B | ||
| Q1 25 | $296.6M | $3.0B | ||
| Q4 24 | $298.4M | $3.0B | ||
| Q3 24 | $312.4M | $2.8B | ||
| Q2 24 | $295.8M | $2.7B | ||
| Q1 24 | $289.8M | $2.6B |
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.48× |
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 | $-157.0M |
| Free Cash FlowOCF − Capex | — | $-157.1M |
| FCF MarginFCF / Revenue | — | -57.5% |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | 3.43× | -10.19× |
| TTM Free Cash FlowTrailing 4 quarters | — | $93.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-157.0M | ||
| Q3 25 | $19.2M | $256.3M | ||
| Q2 25 | $8.8M | $15.8M | ||
| Q1 25 | $30.9M | $-19.8M | ||
| Q4 24 | $6.7M | $-450.0M | ||
| Q3 24 | $18.4M | $119.2M | ||
| Q2 24 | $6.5M | $-61.7M | ||
| Q1 24 | $19.8M | $-59.2M |
| Q4 25 | — | $-157.1M | ||
| Q3 25 | — | $255.6M | ||
| Q2 25 | — | $15.0M | ||
| Q1 25 | $28.1M | $-20.5M | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | $118.4M | ||
| Q2 24 | $6.2M | $-62.3M | ||
| Q1 24 | $19.4M | $-59.8M |
| Q4 25 | — | -57.5% | ||
| Q3 25 | — | 38.1% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | 23.6% | -5.8% | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | 21.5% | ||
| Q2 24 | 4.8% | -19.6% | ||
| Q1 24 | 15.7% | -17.9% |
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | 2.4% | 0.2% | ||
| Q4 24 | 0.9% | 0.0% | ||
| Q3 24 | 0.7% | 0.1% | ||
| Q2 24 | 0.2% | 0.2% | ||
| Q1 24 | 0.3% | 0.2% |
| Q4 25 | 3.43× | -10.19× | ||
| Q3 25 | 2.79× | 2.95× | ||
| Q2 25 | 2.83× | 0.48× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | — | -27.27× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | -1.59× | ||
| Q1 24 | — | -1.32× |
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% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
