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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and FIRSTSUN CAPITAL BANCORP (FSUN). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $110.0M, roughly 1.3× FIRSTSUN CAPITAL BANCORP). FIRSTSUN CAPITAL BANCORP runs the higher net margin — 19.6% vs 4.1%, a 15.5% gap on every dollar of revenue. Over the past eight quarters, FIRSTSUN CAPITAL BANCORP's revenue compounded faster (6.9% 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.
FirstSun Capital Bancorp is a U.S.-headquartered financial holding company that offers a comprehensive range of banking and financial services, including commercial and consumer lending, deposit products, wealth management, and treasury solutions. It mainly serves individual customers, small and medium-sized enterprises, and corporate clients across U.S. regional markets.
ARLO vs FSUN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $110.0M |
| Net Profit | $5.8M | $21.6M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 19.6% |
| Revenue YoY | 16.2% | — |
| Net Profit YoY | 218.6% | -8.4% |
| EPS (diluted) | $0.06 | $0.76 |
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.
| Q1 26 | — | $110.0M | ||
| Q4 25 | $141.3M | $110.2M | ||
| Q3 25 | $139.5M | $107.3M | ||
| Q2 25 | $129.4M | $105.6M | ||
| Q1 25 | $119.1M | $96.2M | ||
| Q4 24 | $121.6M | $98.7M | ||
| Q3 24 | $137.7M | $98.2M | ||
| Q2 24 | $127.4M | $96.2M |
| Q1 26 | — | $21.6M | ||
| Q4 25 | $5.8M | $24.8M | ||
| Q3 25 | $6.9M | $23.2M | ||
| Q2 25 | $3.1M | $26.4M | ||
| Q1 25 | $-835.0K | $23.6M | ||
| Q4 24 | $-4.9M | $16.4M | ||
| Q3 24 | $-4.4M | $22.4M | ||
| Q2 24 | $-11.6M | $24.6M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 3.3% | 29.0% | ||
| Q3 25 | 0.6% | 26.4% | ||
| Q2 25 | 1.5% | 31.2% | ||
| Q1 25 | -1.2% | 30.9% | ||
| Q4 24 | -5.0% | 20.4% | ||
| Q3 24 | -4.0% | 29.1% | ||
| Q2 24 | -10.0% | 32.3% |
| Q1 26 | — | 19.6% | ||
| Q4 25 | 4.1% | 22.5% | ||
| Q3 25 | 4.9% | 21.6% | ||
| Q2 25 | 2.4% | 25.0% | ||
| Q1 25 | -0.7% | 24.5% | ||
| Q4 24 | -4.0% | 16.6% | ||
| Q3 24 | -3.2% | 22.8% | ||
| Q2 24 | -9.1% | 25.5% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.06 | $0.89 | ||
| Q3 25 | $0.06 | $0.82 | ||
| Q2 25 | $0.03 | $0.93 | ||
| Q1 25 | $-0.01 | $0.83 | ||
| Q4 24 | $-0.05 | $0.57 | ||
| Q3 24 | $-0.04 | $0.79 | ||
| Q2 24 | $-0.12 | $0.88 |
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 | $413.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.2B |
| Total Assets | $310.5M | $8.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $413.7M | ||
| Q4 25 | $146.4M | $652.6M | ||
| Q3 25 | $86.0M | $659.9M | ||
| Q2 25 | $71.2M | $785.1M | ||
| Q1 25 | $84.0M | $621.4M | ||
| Q4 24 | $82.0M | $615.9M | ||
| Q3 24 | $77.0M | $573.7M | ||
| Q2 24 | $62.9M | $535.8M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $127.8M | $1.2B | ||
| Q3 25 | $129.2M | $1.1B | ||
| Q2 25 | $118.3M | $1.1B | ||
| Q1 25 | $103.4M | $1.1B | ||
| Q4 24 | $100.9M | $1.0B | ||
| Q3 24 | $96.9M | $1.0B | ||
| Q2 24 | $99.3M | $996.6M |
| Q1 26 | — | $8.6B | ||
| Q4 25 | $310.5M | $8.5B | ||
| Q3 25 | $350.9M | $8.5B | ||
| Q2 25 | $319.7M | $8.4B | ||
| Q1 25 | $296.6M | $8.2B | ||
| Q4 24 | $298.4M | $8.1B | ||
| Q3 24 | $312.4M | $8.1B | ||
| Q2 24 | $295.8M | $8.0B |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $111.5M | ||
| Q3 25 | $19.2M | $49.4M | ||
| Q2 25 | $8.8M | $15.0M | ||
| Q1 25 | $30.9M | $26.4M | ||
| Q4 24 | $6.7M | $101.1M | ||
| Q3 24 | $18.4M | $48.1M | ||
| Q2 24 | $6.5M | $20.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $104.0M | ||
| Q3 25 | — | $47.6M | ||
| Q2 25 | — | $13.0M | ||
| Q1 25 | $28.1M | $24.3M | ||
| Q4 24 | $5.6M | $95.7M | ||
| Q3 24 | $17.4M | $47.1M | ||
| Q2 24 | $6.2M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 94.3% | ||
| Q3 25 | — | 44.4% | ||
| Q2 25 | — | 12.3% | ||
| Q1 25 | 23.6% | 25.3% | ||
| Q4 24 | 4.6% | 97.0% | ||
| Q3 24 | 12.6% | 47.9% | ||
| Q2 24 | 4.8% | 20.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | 2.4% | 2.1% | ||
| Q4 24 | 0.9% | 5.5% | ||
| Q3 24 | 0.7% | 1.1% | ||
| Q2 24 | 0.2% | 1.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | 4.49× | ||
| Q3 25 | 2.79× | 2.13× | ||
| Q2 25 | 2.83× | 0.57× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 6.18× | ||
| Q3 24 | — | 2.15× | ||
| Q2 24 | — | 0.85× |
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% |
FSUN
| Net Interest Income | $82.8M | 75% |
| Noninterest Income | $27.2M | 25% |
