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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Industrial Logistics Properties Trust (ILPT). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $113.9M, roughly 1.2× Industrial Logistics Properties Trust). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -1.6%, a 5.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 3.1%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 0.7%).
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.
Industrial Logistics Properties Trust is a real estate investment trust that owns and operates a portfolio of industrial and logistics real estate assets primarily across the United States. Its holdings include distribution centers, warehouses, and last-mile delivery properties, serving e-commerce, retail, manufacturing and supply chain operators to meet their storage and logistics operation needs.
ARLO vs ILPT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $113.9M |
| Net Profit | $5.8M | $-1.8M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -22.1% |
| Net Margin | 4.1% | -1.6% |
| Revenue YoY | 16.2% | 3.1% |
| Net Profit YoY | 218.6% | 92.6% |
| EPS (diluted) | $0.06 | $-0.02 |
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 | $113.9M | ||
| Q3 25 | $139.5M | $110.9M | ||
| Q2 25 | $129.4M | $112.1M | ||
| Q1 25 | $119.1M | $111.9M | ||
| Q4 24 | $121.6M | $110.5M | ||
| Q3 24 | $137.7M | $108.9M | ||
| Q2 24 | $127.4M | $110.6M | ||
| Q1 24 | $124.2M | $112.2M |
| Q4 25 | $5.8M | $-1.8M | ||
| Q3 25 | $6.9M | $-21.6M | ||
| Q2 25 | $3.1M | $-21.3M | ||
| Q1 25 | $-835.0K | $-21.5M | ||
| Q4 24 | $-4.9M | $-24.1M | ||
| Q3 24 | $-4.4M | $-25.0M | ||
| Q2 24 | $-11.6M | $-23.2M | ||
| Q1 24 | $-9.6M | $-23.4M |
| 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% | -22.1% | ||
| Q3 25 | 0.6% | -29.4% | ||
| Q2 25 | 1.5% | -30.8% | ||
| Q1 25 | -1.2% | -26.9% | ||
| Q4 24 | -5.0% | -31.1% | ||
| Q3 24 | -4.0% | -33.5% | ||
| Q2 24 | -10.0% | -32.4% | ||
| Q1 24 | -8.5% | -31.7% |
| Q4 25 | 4.1% | -1.6% | ||
| Q3 25 | 4.9% | -19.4% | ||
| Q2 25 | 2.4% | -19.0% | ||
| Q1 25 | -0.7% | -19.2% | ||
| Q4 24 | -4.0% | -21.8% | ||
| Q3 24 | -3.2% | -22.9% | ||
| Q2 24 | -9.1% | -20.9% | ||
| Q1 24 | -7.8% | -20.9% |
| Q4 25 | $0.06 | $-0.02 | ||
| Q3 25 | $0.06 | $-0.33 | ||
| Q2 25 | $0.03 | $-0.32 | ||
| Q1 25 | $-0.01 | $-0.33 | ||
| Q4 24 | $-0.05 | $-0.37 | ||
| Q3 24 | $-0.04 | $-0.38 | ||
| Q2 24 | $-0.12 | $-0.35 | ||
| Q1 24 | $-0.10 | $-0.36 |
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 | $94.8M |
| Total DebtLower is stronger | — | $4.2B |
| Stockholders' EquityBook value | $127.8M | $489.7M |
| Total Assets | $310.5M | $5.2B |
| Debt / EquityLower = less leverage | — | 8.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $94.8M | ||
| Q3 25 | $86.0M | $83.2M | ||
| Q2 25 | $71.2M | $58.6M | ||
| Q1 25 | $84.0M | $108.0M | ||
| Q4 24 | $82.0M | $131.7M | ||
| Q3 24 | $77.0M | $153.9M | ||
| Q2 24 | $62.9M | $146.2M | ||
| Q1 24 | $62.1M | $128.4M |
| Q4 25 | — | $4.2B | ||
| Q3 25 | — | $4.2B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | — | $4.3B |
| Q4 25 | $127.8M | $489.7M | ||
| Q3 25 | $129.2M | $494.1M | ||
| Q2 25 | $118.3M | $519.1M | ||
| Q1 25 | $103.4M | $539.5M | ||
| Q4 24 | $100.9M | $562.0M | ||
| Q3 24 | $96.9M | $585.9M | ||
| Q2 24 | $99.3M | $618.3M | ||
| Q1 24 | $99.9M | $643.2M |
| Q4 25 | $310.5M | $5.2B | ||
| Q3 25 | $350.9M | $5.2B | ||
| Q2 25 | $319.7M | $5.2B | ||
| Q1 25 | $296.6M | $5.4B | ||
| Q4 24 | $298.4M | $5.4B | ||
| Q3 24 | $312.4M | $5.5B | ||
| Q2 24 | $295.8M | $5.5B | ||
| Q1 24 | $289.8M | $5.5B |
| Q4 25 | — | 8.56× | ||
| Q3 25 | — | 8.49× | ||
| Q2 25 | — | 8.09× | ||
| Q1 25 | — | 7.96× | ||
| Q4 24 | — | 7.65× | ||
| Q3 24 | — | 7.35× | ||
| Q2 24 | — | 6.96× | ||
| Q1 24 | — | 6.70× |
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 | $60.7M |
| Free Cash FlowOCF − Capex | — | $42.0M |
| FCF MarginFCF / Revenue | — | 36.9% |
| Capex IntensityCapex / Revenue | — | 16.4% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $79.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $60.7M | ||
| Q3 25 | $19.2M | $22.7M | ||
| Q2 25 | $8.8M | $18.4M | ||
| Q1 25 | $30.9M | $11.4M | ||
| Q4 24 | $6.7M | $2.0M | ||
| Q3 24 | $18.4M | $-3.4M | ||
| Q2 24 | $6.5M | $10.8M | ||
| Q1 24 | $19.8M | $8.0M |
| Q4 25 | — | $42.0M | ||
| Q3 25 | — | $17.6M | ||
| Q2 25 | — | $15.2M | ||
| Q1 25 | $28.1M | $5.0M | ||
| Q4 24 | $5.6M | $-3.7M | ||
| Q3 24 | $17.4M | $-5.9M | ||
| Q2 24 | $6.2M | $9.4M | ||
| Q1 24 | $19.4M | $5.9M |
| Q4 25 | — | 36.9% | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 13.5% | ||
| Q1 25 | 23.6% | 4.5% | ||
| Q4 24 | 4.6% | -3.4% | ||
| Q3 24 | 12.6% | -5.5% | ||
| Q2 24 | 4.8% | 8.5% | ||
| Q1 24 | 15.7% | 5.2% |
| Q4 25 | — | 16.4% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | 2.4% | 5.7% | ||
| Q4 24 | 0.9% | 5.2% | ||
| Q3 24 | 0.7% | 2.3% | ||
| Q2 24 | 0.2% | 1.3% | ||
| Q1 24 | 0.3% | 1.9% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
ILPT
Segment breakdown not available.
