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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Honest Company, Inc. (HNST). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $78.1M, roughly 1.8× Honest Company, Inc.). On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -19.7%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -8.4%).
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.
The Honest Company, Inc. is an American digital-first consumer goods company, based in Los Angeles and founded by actress Jessica Alba, Christopher Gavigan, and Brian Lee. The company had $319 million in 2021 sales, and was valued at roughly $550 million as of February 2022. Carla Vernón, Chief Executive Officer, is one of the first Afro-Latina CEOs of a U.S. publicly traded company. The Honest Company has raised multiple rounds of venture capital, and went public via an initial public offeri...
ARLO vs HNST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $78.1M |
| Net Profit | $5.8M | — |
| Gross Margin | 46.4% | 42.6% |
| Operating Margin | 3.3% | 56.6% |
| Net Margin | 4.1% | — |
| Revenue YoY | 16.2% | -19.7% |
| Net Profit YoY | 218.6% | — |
| 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.
| Q1 26 | — | $78.1M | ||
| Q4 25 | $141.3M | $88.0M | ||
| Q3 25 | $139.5M | $92.6M | ||
| Q2 25 | $129.4M | $93.5M | ||
| Q1 25 | $119.1M | $97.3M | ||
| Q4 24 | $121.6M | $99.8M | ||
| Q3 24 | $137.7M | $99.2M | ||
| Q2 24 | $127.4M | $93.0M |
| Q1 26 | — | — | ||
| Q4 25 | $5.8M | $-23.6M | ||
| Q3 25 | $6.9M | $758.0K | ||
| Q2 25 | $3.1M | $3.9M | ||
| Q1 25 | $-835.0K | $3.3M | ||
| Q4 24 | $-4.9M | $-809.0K | ||
| Q3 24 | $-4.4M | $165.0K | ||
| Q2 24 | $-11.6M | $-4.1M |
| Q1 26 | — | 42.6% | ||
| Q4 25 | 46.4% | 15.7% | ||
| Q3 25 | 40.5% | 37.3% | ||
| Q2 25 | 44.9% | 40.4% | ||
| Q1 25 | 44.3% | 38.7% | ||
| Q4 24 | 36.9% | 38.8% | ||
| Q3 24 | 35.2% | 38.7% | ||
| Q2 24 | 36.8% | 38.3% |
| Q1 26 | — | 56.6% | ||
| Q4 25 | 3.3% | -27.5% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 1.5% | 3.1% | ||
| Q1 25 | -1.2% | 2.6% | ||
| Q4 24 | -5.0% | -1.0% | ||
| Q3 24 | -4.0% | 0.1% | ||
| Q2 24 | -10.0% | -4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 4.1% | -26.8% | ||
| Q3 25 | 4.9% | 0.8% | ||
| Q2 25 | 2.4% | 4.1% | ||
| Q1 25 | -0.7% | 3.3% | ||
| Q4 24 | -4.0% | -0.8% | ||
| Q3 24 | -3.2% | 0.2% | ||
| Q2 24 | -9.1% | -4.4% |
| Q1 26 | — | $0.00 | ||
| Q4 25 | $0.06 | $-0.21 | ||
| Q3 25 | $0.06 | $0.01 | ||
| Q2 25 | $0.03 | $0.03 | ||
| Q1 25 | $-0.01 | $0.03 | ||
| Q4 24 | $-0.05 | $-0.01 | ||
| Q3 24 | $-0.04 | $0.00 | ||
| Q2 24 | $-0.12 | $-0.04 |
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 | $90.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $169.1M |
| Total Assets | $310.5M | $214.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $90.4M | ||
| Q4 25 | $146.4M | $89.6M | ||
| Q3 25 | $86.0M | $71.5M | ||
| Q2 25 | $71.2M | $72.1M | ||
| Q1 25 | $84.0M | $72.8M | ||
| Q4 24 | $82.0M | $75.4M | ||
| Q3 24 | $77.0M | $53.4M | ||
| Q2 24 | $62.9M | $36.6M |
| Q1 26 | — | $169.1M | ||
| Q4 25 | $127.8M | $169.7M | ||
| Q3 25 | $129.2M | $190.2M | ||
| Q2 25 | $118.3M | $187.0M | ||
| Q1 25 | $103.4M | $180.4M | ||
| Q4 24 | $100.9M | $174.3M | ||
| Q3 24 | $96.9M | $133.9M | ||
| Q2 24 | $99.3M | $129.7M |
| Q1 26 | — | $214.9M | ||
| Q4 25 | $310.5M | $225.4M | ||
| Q3 25 | $350.9M | $241.5M | ||
| Q2 25 | $319.7M | $249.0M | ||
| Q1 25 | $296.6M | $265.3M | ||
| Q4 24 | $298.4M | $247.4M | ||
| Q3 24 | $312.4M | $209.2M | ||
| Q2 24 | $295.8M | $200.2M |
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 | — | 0.6% |
| 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 | $19.3M | ||
| Q3 25 | $19.2M | $-504.0K | ||
| Q2 25 | $8.8M | $-745.0K | ||
| Q1 25 | $30.9M | $-2.9M | ||
| Q4 24 | $6.7M | $-16.8M | ||
| Q3 24 | $18.4M | $15.1M | ||
| Q2 24 | $6.5M | $2.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $18.1M | ||
| Q3 25 | — | $-624.0K | ||
| Q2 25 | — | $-826.0K | ||
| Q1 25 | $28.1M | $-3.0M | ||
| Q4 24 | $5.6M | $-17.2M | ||
| Q3 24 | $17.4M | $15.0M | ||
| Q2 24 | $6.2M | $2.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 20.5% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | 23.6% | -3.1% | ||
| Q4 24 | 4.6% | -17.2% | ||
| Q3 24 | 12.6% | 15.1% | ||
| Q2 24 | 4.8% | 3.1% |
| Q1 26 | — | 0.6% | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 2.4% | 0.1% | ||
| Q4 24 | 0.9% | 0.3% | ||
| Q3 24 | 0.7% | 0.1% | ||
| Q2 24 | 0.2% | 0.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | -0.66× | ||
| Q2 25 | 2.83× | -0.19× | ||
| Q1 25 | — | -0.90× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 91.42× | ||
| Q2 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% |
HNST
Segment breakdown not available.
