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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and HUTCHMED (China) Ltd (HCM). Click either name above to swap in a different company.
HUTCHMED (China) Ltd is the larger business by last-quarter revenue ($270.8M vs $141.3M, roughly 1.9× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 0.7%, a 3.4% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -16.5%).
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.
HUTCHMED (China) LtdHCMEarnings & Financial Report
HUTCHMED (China) Ltd is a biopharmaceutical firm focused on discovering, developing and commercializing targeted and immunotherapies for oncology and immunological diseases. It operates across China and global markets, with multiple marketed oncology drugs and a robust pipeline of late-stage clinical candidates addressing unmet patient needs.
ARLO vs HCM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $270.8M |
| Net Profit | $5.8M | $2.0M |
| Gross Margin | 46.4% | 37.7% |
| Operating Margin | 3.3% | -13.2% |
| Net Margin | 4.1% | 0.7% |
| Revenue YoY | 16.2% | -16.5% |
| Net Profit YoY | 218.6% | -83.6% |
| 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 | $270.8M | ||
| Q3 25 | $139.5M | — | ||
| Q2 25 | $129.4M | $277.7M | ||
| Q1 25 | $119.1M | $324.5M | ||
| Q4 24 | $121.6M | — | ||
| Q3 24 | $137.7M | — | ||
| Q2 24 | $127.4M | $305.7M | ||
| Q1 24 | $124.2M | — |
| Q4 25 | $5.8M | $2.0M | ||
| Q3 25 | $6.9M | — | ||
| Q2 25 | $3.1M | $455.0M | ||
| Q1 25 | $-835.0K | $11.9M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | — | ||
| Q2 24 | $-11.6M | $25.8M | ||
| Q1 24 | $-9.6M | — |
| Q4 25 | 46.4% | 37.7% | ||
| Q3 25 | 40.5% | — | ||
| Q2 25 | 44.9% | 0.1% | ||
| Q1 25 | 44.3% | 48.0% | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | 36.8% | 41.1% | ||
| Q1 24 | 38.1% | — |
| Q4 25 | 3.3% | -13.2% | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 1.5% | -1.3% | ||
| Q1 25 | -1.2% | -5.0% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -4.0% | — | ||
| Q2 24 | -10.0% | -9.0% | ||
| Q1 24 | -8.5% | — |
| Q4 25 | 4.1% | 0.7% | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 2.4% | 163.8% | ||
| Q1 25 | -0.7% | 3.7% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | — | ||
| Q2 24 | -9.1% | 8.4% | ||
| Q1 24 | -7.8% | — |
| Q4 25 | $0.06 | $0.00 | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $0.03 | $0.52 | ||
| Q1 25 | $-0.01 | $0.01 | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.04 | — | ||
| Q2 24 | $-0.12 | $0.03 | ||
| Q1 24 | $-0.10 | — |
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 | $1.4B |
| Total DebtLower is stronger | — | $93.2M |
| Stockholders' EquityBook value | $127.8M | $1.2B |
| Total Assets | $310.5M | $1.8B |
| Debt / EquityLower = less leverage | — | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $1.4B | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $71.2M | $1.4B | ||
| Q1 25 | $84.0M | $836.1M | ||
| Q4 24 | $82.0M | — | ||
| Q3 24 | $77.0M | — | ||
| Q2 24 | $62.9M | $802.5M | ||
| Q1 24 | $62.1M | — |
| Q4 25 | — | $93.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $93.4M | ||
| Q1 25 | — | $82.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $82.1M | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | $1.2B | ||
| Q3 25 | $129.2M | — | ||
| Q2 25 | $118.3M | $1.2B | ||
| Q1 25 | $103.4M | $759.9M | ||
| Q4 24 | $100.9M | — | ||
| Q3 24 | $96.9M | — | ||
| Q2 24 | $99.3M | $740.1M | ||
| Q1 24 | $99.9M | — |
| Q4 25 | $310.5M | $1.8B | ||
| Q3 25 | $350.9M | — | ||
| Q2 25 | $319.7M | $1.8B | ||
| Q1 25 | $296.6M | $1.3B | ||
| Q4 24 | $298.4M | — | ||
| Q3 24 | $312.4M | — | ||
| Q2 24 | $295.8M | $1.3B | ||
| Q1 24 | $289.8M | — |
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.11× | ||
| Q1 24 | — | — |
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 | $8.2M |
| Free Cash FlowOCF − Capex | — | $3.4M |
| FCF MarginFCF / Revenue | — | 1.2% |
| Capex IntensityCapex / Revenue | — | 1.8% |
| Cash ConversionOCF / Net Profit | 3.43× | 4.21× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-96.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $8.2M | ||
| Q3 25 | $19.2M | — | ||
| Q2 25 | $8.8M | $-72.9M | ||
| Q1 25 | $30.9M | $40.3M | ||
| Q4 24 | $6.7M | — | ||
| Q3 24 | $18.4M | — | ||
| Q2 24 | $6.5M | $-39.8M | ||
| Q1 24 | $19.8M | — |
| Q4 25 | — | $3.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-82.2M | ||
| Q1 25 | $28.1M | $32.5M | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | $-49.9M | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -29.6% | ||
| Q1 25 | 23.6% | 10.0% | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | -16.3% | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | 2.4% | 2.4% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | 3.3% | ||
| Q1 24 | 0.3% | — |
| Q4 25 | 3.43× | 4.21× | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | -0.16× | ||
| Q1 25 | — | 3.38× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -1.54× | ||
| 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% |
HCM
Segment breakdown not available.
