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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and INSTEEL INDUSTRIES INC (IIIN). Click either name above to swap in a different company.
INSTEEL INDUSTRIES INC is the larger business by last-quarter revenue ($159.9M vs $141.3M, roughly 1.1× Arlo Technologies, Inc.). INSTEEL INDUSTRIES INC runs the higher net margin — 4.7% vs 4.1%, a 0.7% gap on every dollar of revenue. On growth, INSTEEL INDUSTRIES INC posted the faster year-over-year revenue change (23.3% vs 16.2%). Over the past eight quarters, INSTEEL INDUSTRIES INC's revenue compounded faster (12.0% 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.
Insteel Industries Inc is a leading U.S. manufacturer of steel reinforcing products including welded wire reinforcement and steel fibers. It primarily serves non-residential construction, infrastructure, and precast concrete segments across North America, delivering high-performance reinforcement solutions for various construction projects.
ARLO vs IIIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $159.9M |
| Net Profit | $5.8M | $7.6M |
| Gross Margin | 46.4% | 11.3% |
| Operating Margin | 3.3% | 6.0% |
| Net Margin | 4.1% | 4.7% |
| Revenue YoY | 16.2% | 23.3% |
| Net Profit YoY | 218.6% | 602.4% |
| EPS (diluted) | $0.06 | $0.39 |
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 | $159.9M | ||
| Q3 25 | $139.5M | $177.4M | ||
| Q2 25 | $129.4M | $179.9M | ||
| Q1 25 | $119.1M | $160.7M | ||
| Q4 24 | $121.6M | $129.7M | ||
| Q3 24 | $137.7M | $134.3M | ||
| Q2 24 | $127.4M | $145.8M | ||
| Q1 24 | $124.2M | $127.4M |
| Q4 25 | $5.8M | $7.6M | ||
| Q3 25 | $6.9M | $14.6M | ||
| Q2 25 | $3.1M | $15.2M | ||
| Q1 25 | $-835.0K | $10.2M | ||
| Q4 24 | $-4.9M | $1.1M | ||
| Q3 24 | $-4.4M | $4.7M | ||
| Q2 24 | $-11.6M | $6.6M | ||
| Q1 24 | $-9.6M | $6.9M |
| Q4 25 | 46.4% | 11.3% | ||
| Q3 25 | 40.5% | 16.1% | ||
| Q2 25 | 44.9% | 17.1% | ||
| Q1 25 | 44.3% | 15.3% | ||
| Q4 24 | 36.9% | 7.3% | ||
| Q3 24 | 35.2% | 9.1% | ||
| Q2 24 | 36.8% | 10.6% | ||
| Q1 24 | 38.1% | 12.3% |
| Q4 25 | 3.3% | 6.0% | ||
| Q3 25 | 0.6% | 10.8% | ||
| Q2 25 | 1.5% | 11.0% | ||
| Q1 25 | -1.2% | 8.3% | ||
| Q4 24 | -5.0% | 1.1% | ||
| Q3 24 | -4.0% | 4.5% | ||
| Q2 24 | -10.0% | 6.0% | ||
| Q1 24 | -8.5% | 7.0% |
| Q4 25 | 4.1% | 4.7% | ||
| Q3 25 | 4.9% | 8.2% | ||
| Q2 25 | 2.4% | 8.4% | ||
| Q1 25 | -0.7% | 6.4% | ||
| Q4 24 | -4.0% | 0.8% | ||
| Q3 24 | -3.2% | 3.5% | ||
| Q2 24 | -9.1% | 4.5% | ||
| Q1 24 | -7.8% | 5.4% |
| Q4 25 | $0.06 | $0.39 | ||
| Q3 25 | $0.06 | $0.74 | ||
| Q2 25 | $0.03 | $0.78 | ||
| Q1 25 | $-0.01 | $0.52 | ||
| Q4 24 | $-0.05 | $0.06 | ||
| Q3 24 | $-0.04 | $0.24 | ||
| Q2 24 | $-0.12 | $0.34 | ||
| Q1 24 | $-0.10 | $0.35 |
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 | $15.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $358.8M |
| Total Assets | $310.5M | $456.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $15.6M | ||
| Q3 25 | $86.0M | $38.6M | ||
| Q2 25 | $71.2M | $53.7M | ||
| Q1 25 | $84.0M | $28.4M | ||
| Q4 24 | $82.0M | $36.0M | ||
| Q3 24 | $77.0M | $111.5M | ||
| Q2 24 | $62.9M | $97.7M | ||
| Q1 24 | $62.1M | $83.9M |
| Q4 25 | $127.8M | $358.8M | ||
| Q3 25 | $129.2M | $371.5M | ||
| Q2 25 | $118.3M | $356.2M | ||
| Q1 25 | $103.4M | $341.4M | ||
| Q4 24 | $100.9M | $331.6M | ||
| Q3 24 | $96.9M | $350.9M | ||
| Q2 24 | $99.3M | $346.0M | ||
| Q1 24 | $99.9M | $340.6M |
| Q4 25 | $310.5M | $456.1M | ||
| Q3 25 | $350.9M | $462.6M | ||
| Q2 25 | $319.7M | $471.9M | ||
| Q1 25 | $296.6M | $421.9M | ||
| Q4 24 | $298.4M | $404.7M | ||
| Q3 24 | $312.4M | $422.6M | ||
| Q2 24 | $295.8M | $414.6M | ||
| Q1 24 | $289.8M | $397.2M |
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 | $-701.0K |
| Free Cash FlowOCF − Capex | — | $-2.2M |
| FCF MarginFCF / Revenue | — | -1.4% |
| Capex IntensityCapex / Revenue | — | 0.9% |
| Cash ConversionOCF / Net Profit | 3.43× | -0.09× |
| TTM Free Cash FlowTrailing 4 quarters | — | $439.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-701.0K | ||
| Q3 25 | $19.2M | $-17.0M | ||
| Q2 25 | $8.8M | $28.5M | ||
| Q1 25 | $30.9M | $-3.3M | ||
| Q4 24 | $6.7M | $19.0M | ||
| Q3 24 | $18.4M | $16.2M | ||
| Q2 24 | $6.5M | $18.8M | ||
| Q1 24 | $19.8M | $1.4M |
| Q4 25 | — | $-2.2M | ||
| Q3 25 | — | $-18.7M | ||
| Q2 25 | — | $26.9M | ||
| Q1 25 | $28.1M | $-5.5M | ||
| Q4 24 | $5.6M | $16.3M | ||
| Q3 24 | $17.4M | $14.5M | ||
| Q2 24 | $6.2M | $15.5M | ||
| Q1 24 | $19.4M | $-580.0K |
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | -10.6% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | 23.6% | -3.5% | ||
| Q4 24 | 4.6% | 12.6% | ||
| Q3 24 | 12.6% | 10.8% | ||
| Q2 24 | 4.8% | 10.7% | ||
| Q1 24 | 15.7% | -0.5% |
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | 2.4% | 1.4% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 0.7% | 1.3% | ||
| Q2 24 | 0.2% | 2.2% | ||
| Q1 24 | 0.3% | 1.5% |
| Q4 25 | 3.43× | -0.09× | ||
| Q3 25 | 2.79× | -1.17× | ||
| Q2 25 | 2.83× | 1.88× | ||
| Q1 25 | — | -0.32× | ||
| Q4 24 | — | 17.56× | ||
| Q3 24 | — | 3.48× | ||
| Q2 24 | — | 2.86× | ||
| Q1 24 | — | 0.20× |
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% |
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
