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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and HA Sustainable Infrastructure Capital, Inc. (HASI). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $114.8M, roughly 1.2× HA Sustainable Infrastructure Capital, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -46.8%, a 50.9% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 13.3%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 4.2%).
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.
HA Sustainable Infrastructure Capital, Inc. (HASI) is a specialized investment firm focused on sustainable infrastructure assets covering renewable energy, energy efficiency, sustainable real estate and low-carbon utility segments. It primarily operates in North American markets, providing long-term capital to eligible sustainable projects and delivering stable risk-adjusted returns to investors through recurring cash flows from operational underlying assets.
ARLO vs HASI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $114.8M |
| Net Profit | $5.8M | $-53.8M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -57.4% |
| Net Margin | 4.1% | -46.8% |
| Revenue YoY | 16.2% | 13.3% |
| Net Profit YoY | 218.6% | -176.7% |
| EPS (diluted) | $0.06 | $-0.38 |
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 | $114.8M | ||
| Q3 25 | $139.5M | $103.1M | ||
| Q2 25 | $129.4M | $85.7M | ||
| Q1 25 | $119.1M | $96.9M | ||
| Q4 24 | $121.6M | $101.3M | ||
| Q3 24 | $137.7M | $82.0M | ||
| Q2 24 | $127.4M | $94.5M | ||
| Q1 24 | $124.2M | $105.8M |
| Q4 25 | $5.8M | $-53.8M | ||
| Q3 25 | $6.9M | $83.3M | ||
| Q2 25 | $3.1M | $98.4M | ||
| Q1 25 | $-835.0K | $56.6M | ||
| Q4 24 | $-4.9M | $70.1M | ||
| Q3 24 | $-4.4M | $-19.6M | ||
| Q2 24 | $-11.6M | $26.5M | ||
| Q1 24 | $-9.6M | $123.0M |
| 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% | -57.4% | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | -1.2% | 84.7% | ||
| Q4 24 | -5.0% | 90.9% | ||
| Q3 24 | -4.0% | -32.1% | ||
| Q2 24 | -10.0% | 39.5% | ||
| Q1 24 | -8.5% | — |
| Q4 25 | 4.1% | -46.8% | ||
| Q3 25 | 4.9% | 80.8% | ||
| Q2 25 | 2.4% | 114.9% | ||
| Q1 25 | -0.7% | 58.4% | ||
| Q4 24 | -4.0% | 69.2% | ||
| Q3 24 | -3.2% | -23.9% | ||
| Q2 24 | -9.1% | 28.1% | ||
| Q1 24 | -7.8% | 116.3% |
| Q4 25 | $0.06 | $-0.38 | ||
| Q3 25 | $0.06 | $0.61 | ||
| Q2 25 | $0.03 | $0.74 | ||
| Q1 25 | $-0.01 | $0.44 | ||
| Q4 24 | $-0.05 | $0.58 | ||
| Q3 24 | $-0.04 | $-0.17 | ||
| Q2 24 | $-0.12 | $0.23 | ||
| Q1 24 | $-0.10 | $0.98 |
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 | $110.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $2.7B |
| Total Assets | $310.5M | $8.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $110.2M | ||
| Q3 25 | $86.0M | $301.8M | ||
| Q2 25 | $71.2M | $86.5M | ||
| Q1 25 | $84.0M | $67.4M | ||
| Q4 24 | $82.0M | $129.8M | ||
| Q3 24 | $77.0M | $44.1M | ||
| Q2 24 | $62.9M | $145.7M | ||
| Q1 24 | $62.1M | $61.4M |
| Q4 25 | $127.8M | $2.7B | ||
| Q3 25 | $129.2M | $2.7B | ||
| Q2 25 | $118.3M | $2.6B | ||
| Q1 25 | $103.4M | $2.5B | ||
| Q4 24 | $100.9M | $2.4B | ||
| Q3 24 | $96.9M | $2.3B | ||
| Q2 24 | $99.3M | $2.3B | ||
| Q1 24 | $99.9M | $2.3B |
| Q4 25 | $310.5M | $8.2B | ||
| Q3 25 | $350.9M | $8.2B | ||
| Q2 25 | $319.7M | $7.6B | ||
| Q1 25 | $296.6M | $7.5B | ||
| Q4 24 | $298.4M | $7.1B | ||
| Q3 24 | $312.4M | $6.7B | ||
| Q2 24 | $295.8M | $6.7B | ||
| Q1 24 | $289.8M | $6.7B |
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 | $167.3M |
| 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.
| Q4 25 | $19.8M | $167.3M | ||
| Q3 25 | $19.2M | $-121.8M | ||
| Q2 25 | $8.8M | $79.6M | ||
| Q1 25 | $30.9M | $-37.1M | ||
| Q4 24 | $6.7M | $5.9M | ||
| Q3 24 | $18.4M | $21.9M | ||
| Q2 24 | $6.5M | $-24.8M | ||
| Q1 24 | $19.8M | $20.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | — | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.3% | — |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | -1.46× | ||
| Q2 25 | 2.83× | 0.81× | ||
| Q1 25 | — | -0.66× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -0.94× | ||
| Q1 24 | — | 0.17× |
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% |
HASI
Segment breakdown not available.
