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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Guardant Health, Inc. (GH). Click either name above to swap in a different company.
Guardant Health, Inc. is the larger business by last-quarter revenue ($281.3M vs $141.3M, roughly 2.0× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -45.7%, a 49.8% gap on every dollar of revenue. On growth, Guardant Health, Inc. posted the faster year-over-year revenue change (39.4% vs 16.2%). Over the past eight quarters, Guardant Health, Inc.'s revenue compounded faster (29.2% 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.
Guardant Health, Inc. is an American biotechnology company based in Palo Alto, California. Co-founders Helmy Eltoukhy and AmirAli Talasaz serve as co-chief executive officers.
ARLO vs GH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $281.3M |
| Net Profit | $5.8M | $-128.5M |
| Gross Margin | 46.4% | 64.6% |
| Operating Margin | 3.3% | -43.0% |
| Net Margin | 4.1% | -45.7% |
| Revenue YoY | 16.2% | 39.4% |
| Net Profit YoY | 218.6% | -15.8% |
| EPS (diluted) | $0.06 | $-1.01 |
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 | $281.3M | ||
| Q3 25 | $139.5M | $265.2M | ||
| Q2 25 | $129.4M | $232.1M | ||
| Q1 25 | $119.1M | $203.5M | ||
| Q4 24 | $121.6M | $201.8M | ||
| Q3 24 | $137.7M | $191.5M | ||
| Q2 24 | $127.4M | $177.2M | ||
| Q1 24 | $124.2M | $168.5M |
| Q4 25 | $5.8M | $-128.5M | ||
| Q3 25 | $6.9M | $-92.7M | ||
| Q2 25 | $3.1M | $-99.9M | ||
| Q1 25 | $-835.0K | $-95.2M | ||
| Q4 24 | $-4.9M | $-111.0M | ||
| Q3 24 | $-4.4M | $-107.8M | ||
| Q2 24 | $-11.6M | $-102.6M | ||
| Q1 24 | $-9.6M | $-115.0M |
| Q4 25 | 46.4% | 64.6% | ||
| Q3 25 | 40.5% | 64.7% | ||
| Q2 25 | 44.9% | 65.0% | ||
| Q1 25 | 44.3% | 63.3% | ||
| Q4 24 | 36.9% | 61.6% | ||
| Q3 24 | 35.2% | 61.1% | ||
| Q2 24 | 36.8% | 59.1% | ||
| Q1 24 | 38.1% | 61.2% |
| Q4 25 | 3.3% | -43.0% | ||
| Q3 25 | 0.6% | -37.3% | ||
| Q2 25 | 1.5% | -45.9% | ||
| Q1 25 | -1.2% | -54.6% | ||
| Q4 24 | -5.0% | -62.4% | ||
| Q3 24 | -4.0% | -61.3% | ||
| Q2 24 | -10.0% | -56.8% | ||
| Q1 24 | -8.5% | -59.2% |
| Q4 25 | 4.1% | -45.7% | ||
| Q3 25 | 4.9% | -35.0% | ||
| Q2 25 | 2.4% | -43.0% | ||
| Q1 25 | -0.7% | -46.8% | ||
| Q4 24 | -4.0% | -55.0% | ||
| Q3 24 | -3.2% | -56.3% | ||
| Q2 24 | -9.1% | -57.9% | ||
| Q1 24 | -7.8% | -68.2% |
| Q4 25 | $0.06 | $-1.01 | ||
| Q3 25 | $0.06 | $-0.74 | ||
| Q2 25 | $0.03 | $-0.80 | ||
| Q1 25 | $-0.01 | $-0.77 | ||
| Q4 24 | $-0.05 | $-0.90 | ||
| Q3 24 | $-0.04 | $-0.88 | ||
| Q2 24 | $-0.12 | $-0.84 | ||
| Q1 24 | $-0.10 | $-0.94 |
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 | $378.2M |
| Total DebtLower is stronger | — | $1.5B |
| Stockholders' EquityBook value | $127.8M | $-99.3M |
| Total Assets | $310.5M | $2.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $378.2M | ||
| Q3 25 | $86.0M | $580.0M | ||
| Q2 25 | $71.2M | $629.1M | ||
| Q1 25 | $84.0M | $698.6M | ||
| Q4 24 | $82.0M | $525.5M | ||
| Q3 24 | $77.0M | $585.0M | ||
| Q2 24 | $62.9M | $933.7M | ||
| Q1 24 | $62.1M | $1.0B |
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | $-99.3M | ||
| Q3 25 | $129.2M | $-354.5M | ||
| Q2 25 | $118.3M | $-305.5M | ||
| Q1 25 | $103.4M | $-250.8M | ||
| Q4 24 | $100.9M | $-139.6M | ||
| Q3 24 | $96.9M | $-60.1M | ||
| Q2 24 | $99.3M | $-1.6M | ||
| Q1 24 | $99.9M | $68.3M |
| Q4 25 | $310.5M | $2.0B | ||
| Q3 25 | $350.9M | $1.3B | ||
| Q2 25 | $319.7M | $1.3B | ||
| Q1 25 | $296.6M | $1.3B | ||
| Q4 24 | $298.4M | $1.5B | ||
| Q3 24 | $312.4M | $1.5B | ||
| Q2 24 | $295.8M | $1.6B | ||
| Q1 24 | $289.8M | $1.7B |
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 | $-26.4M |
| Free Cash FlowOCF − Capex | — | $-54.2M |
| FCF MarginFCF / Revenue | — | -19.3% |
| Capex IntensityCapex / Revenue | — | 9.9% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-233.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-26.4M | ||
| Q3 25 | $19.2M | $-35.4M | ||
| Q2 25 | $8.8M | $-60.3M | ||
| Q1 25 | $30.9M | $-62.7M | ||
| Q4 24 | $6.7M | $-64.5M | ||
| Q3 24 | $18.4M | $-51.1M | ||
| Q2 24 | $6.5M | $-94.0M | ||
| Q1 24 | $19.8M | $-30.3M |
| Q4 25 | — | $-54.2M | ||
| Q3 25 | — | $-45.8M | ||
| Q2 25 | — | $-65.9M | ||
| Q1 25 | $28.1M | $-67.1M | ||
| Q4 24 | $5.6M | $-83.4M | ||
| Q3 24 | $17.4M | $-55.3M | ||
| Q2 24 | $6.2M | $-99.1M | ||
| Q1 24 | $19.4M | $-37.2M |
| Q4 25 | — | -19.3% | ||
| Q3 25 | — | -17.3% | ||
| Q2 25 | — | -28.4% | ||
| Q1 25 | 23.6% | -33.0% | ||
| Q4 24 | 4.6% | -41.3% | ||
| Q3 24 | 12.6% | -28.9% | ||
| Q2 24 | 4.8% | -55.9% | ||
| Q1 24 | 15.7% | -22.1% |
| Q4 25 | — | 9.9% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | 2.4% | 2.2% | ||
| Q4 24 | 0.9% | 9.4% | ||
| Q3 24 | 0.7% | 2.2% | ||
| Q2 24 | 0.2% | 2.9% | ||
| Q1 24 | 0.3% | 4.1% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| 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% |
GH
| Oncology | $189.9M | 68% |
| Biopharma Data | $54.0M | 19% |
| Screening | $35.1M | 12% |
| Licensing Other | $2.2M | 1% |
