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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Howard Hughes Holdings Inc. (HHH). Click either name above to swap in a different company.
Howard Hughes Holdings Inc. is the larger business by last-quarter revenue ($235.9M vs $141.3M, roughly 1.7× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 3.4%, a 0.7% gap on every dollar of revenue. On growth, Howard Hughes Holdings Inc. posted the faster year-over-year revenue change (18.4% vs 16.2%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -13.8%).
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.
Howard Hughes Holdings Inc., formerly the Howard Hughes Corporation, is a real estate development and management company based in The Woodlands, Texas. It was formed in 2010 as a spin-off from General Growth Properties (GGP). Most of its holdings are focused on several master-planned communities. It took its name from the original Howard Hughes Corporation, which had developed the planned community of Summerlin, Nevada, and later became a subsidiary of GGP.
ARLO vs HHH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $235.9M |
| Net Profit | $5.8M | $8.1M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 121.6% |
| Net Margin | 4.1% | 3.4% |
| Revenue YoY | 16.2% | 18.4% |
| Net Profit YoY | 218.6% | -25.6% |
| EPS (diluted) | $0.06 | $0.14 |
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 | — | $235.9M | ||
| Q4 25 | $141.3M | $624.4M | ||
| Q3 25 | $139.5M | $390.2M | ||
| Q2 25 | $129.4M | $260.9M | ||
| Q1 25 | $119.1M | $199.3M | ||
| Q4 24 | $121.6M | $935.0M | ||
| Q3 24 | $137.7M | $327.1M | ||
| Q2 24 | $127.4M | $317.4M |
| Q1 26 | — | $8.1M | ||
| Q4 25 | $5.8M | $6.0M | ||
| Q3 25 | $6.9M | $119.5M | ||
| Q2 25 | $3.1M | $-12.1M | ||
| Q1 25 | $-835.0K | $10.5M | ||
| Q4 24 | $-4.9M | $156.3M | ||
| Q3 24 | $-4.4M | $72.8M | ||
| Q2 24 | $-11.6M | $21.1M |
| 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 | — | 121.6% | ||
| Q4 25 | 3.3% | 4.2% | ||
| Q3 25 | 0.6% | 48.6% | ||
| Q2 25 | 1.5% | 26.0% | ||
| Q1 25 | -1.2% | 24.0% | ||
| Q4 24 | -5.0% | 33.5% | ||
| Q3 24 | -4.0% | 60.6% | ||
| Q2 24 | -10.0% | 20.4% |
| Q1 26 | — | 3.4% | ||
| Q4 25 | 4.1% | 1.0% | ||
| Q3 25 | 4.9% | 30.6% | ||
| Q2 25 | 2.4% | -4.7% | ||
| Q1 25 | -0.7% | 5.3% | ||
| Q4 24 | -4.0% | 16.7% | ||
| Q3 24 | -3.2% | 22.2% | ||
| Q2 24 | -9.1% | 6.6% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.06 | $0.20 | ||
| Q3 25 | $0.06 | $2.02 | ||
| Q2 25 | $0.03 | $-0.22 | ||
| Q1 25 | $-0.01 | $0.21 | ||
| Q4 24 | $-0.05 | $3.14 | ||
| Q3 24 | $-0.04 | $1.46 | ||
| Q2 24 | $-0.12 | $0.42 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $3.8B |
| Total Assets | $310.5M | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $146.4M | $1.5B | ||
| Q3 25 | $86.0M | $1.5B | ||
| Q2 25 | $71.2M | $1.4B | ||
| Q1 25 | $84.0M | $493.7M | ||
| Q4 24 | $82.0M | $596.1M | ||
| Q3 24 | $77.0M | $400.7M | ||
| Q2 24 | $62.9M | $436.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $3.8B | ||
| Q4 25 | $127.8M | $3.8B | ||
| Q3 25 | $129.2M | $3.8B | ||
| Q2 25 | $118.3M | $3.6B | ||
| Q1 25 | $103.4M | $2.8B | ||
| Q4 24 | $100.9M | $2.8B | ||
| Q3 24 | $96.9M | $2.6B | ||
| Q2 24 | $99.3M | $3.0B |
| Q1 26 | — | $11.2B | ||
| Q4 25 | $310.5M | $10.6B | ||
| Q3 25 | $350.9M | $10.7B | ||
| Q2 25 | $319.7M | $10.3B | ||
| Q1 25 | $296.6M | $9.3B | ||
| Q4 24 | $298.4M | $9.2B | ||
| Q3 24 | $312.4M | $9.4B | ||
| Q2 24 | $295.8M | $9.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.35× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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 | $360.3M | ||
| Q3 25 | $19.2M | $149.8M | ||
| Q2 25 | $8.8M | $177.3M | ||
| Q1 25 | $30.9M | $-224.9M | ||
| Q4 24 | $6.7M | $337.1M | ||
| Q3 24 | $18.4M | $248.3M | ||
| Q2 24 | $6.5M | $-17.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $348.6M | ||
| Q3 25 | — | $137.7M | ||
| Q2 25 | — | $169.7M | ||
| Q1 25 | $28.1M | $-238.4M | ||
| Q4 24 | $5.6M | $317.1M | ||
| Q3 24 | $17.4M | $238.7M | ||
| Q2 24 | $6.2M | $-25.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 55.8% | ||
| Q3 25 | — | 35.3% | ||
| Q2 25 | — | 65.1% | ||
| Q1 25 | 23.6% | -119.6% | ||
| Q4 24 | 4.6% | 33.9% | ||
| Q3 24 | 12.6% | 73.0% | ||
| Q2 24 | 4.8% | -7.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | 2.4% | 6.8% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 0.7% | 2.9% | ||
| Q2 24 | 0.2% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | 60.04× | ||
| Q3 25 | 2.79× | 1.25× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | -21.35× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 3.41× | ||
| Q2 24 | — | -0.83× |
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% |
HHH
| Rental revenue | $113.5M | 48% |
| Master Planned Communities land sales | $99.6M | 42% |
| Other revenues | $11.0M | 5% |
| Builder price participation | $8.7M | 4% |
| Condominium rights and unit sales | $3.1M | 1% |
