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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and InvenTrust Properties Corp. (IVT). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $77.4M, roughly 1.8× InvenTrust Properties Corp.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 3.4%, a 0.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 8.6%). Over the past eight quarters, InvenTrust Properties Corp.'s revenue compounded faster (7.6% 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.
InvenTrust Properties Corp. is a real estate investment trust that invests in shopping malls. As of December 31, 2024, the company owned interests in 68 properties comprising 11.0 million square feet.
ARLO vs IVT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $77.4M |
| Net Profit | $5.8M | $2.7M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -11.0% |
| Net Margin | 4.1% | 3.4% |
| Revenue YoY | 16.2% | 8.6% |
| Net Profit YoY | 218.6% | -72.8% |
| 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 | $77.4M | ||
| Q3 25 | $139.5M | $74.5M | ||
| Q2 25 | $129.4M | $73.6M | ||
| Q1 25 | $119.1M | $73.8M | ||
| Q4 24 | $121.6M | $71.2M | ||
| Q3 24 | $137.7M | $68.5M | ||
| Q2 24 | $127.4M | $67.4M | ||
| Q1 24 | $124.2M | $66.8M |
| Q4 25 | $5.8M | $2.7M | ||
| Q3 25 | $6.9M | $6.0M | ||
| Q2 25 | $3.1M | $95.9M | ||
| Q1 25 | $-835.0K | $6.8M | ||
| Q4 24 | $-4.9M | $9.8M | ||
| Q3 24 | $-4.4M | $-539.0K | ||
| Q2 24 | $-11.6M | $1.5M | ||
| Q1 24 | $-9.6M | $2.9M |
| 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% | -11.0% | ||
| Q3 25 | 0.6% | -9.8% | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | -1.2% | -10.5% | ||
| Q4 24 | -5.0% | -3.6% | ||
| Q3 24 | -4.0% | -18.7% | ||
| Q2 24 | -10.0% | -13.6% | ||
| Q1 24 | -8.5% | -13.1% |
| Q4 25 | 4.1% | 3.4% | ||
| Q3 25 | 4.9% | 8.1% | ||
| Q2 25 | 2.4% | 130.4% | ||
| Q1 25 | -0.7% | 9.2% | ||
| Q4 24 | -4.0% | 13.8% | ||
| Q3 24 | -3.2% | -0.8% | ||
| Q2 24 | -9.1% | 2.2% | ||
| Q1 24 | -7.8% | 4.3% |
| Q4 25 | $0.06 | $0.02 | ||
| Q3 25 | $0.06 | $0.08 | ||
| Q2 25 | $0.03 | $1.23 | ||
| Q1 25 | $-0.01 | $0.09 | ||
| Q4 24 | $-0.05 | $0.14 | ||
| Q3 24 | $-0.04 | $-0.01 | ||
| Q2 24 | $-0.12 | $0.02 | ||
| Q1 24 | $-0.10 | $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 | — |
| Total DebtLower is stronger | — | $825.9M |
| Stockholders' EquityBook value | $127.8M | $1.8B |
| Total Assets | $310.5M | $2.8B |
| Debt / EquityLower = less leverage | — | 0.46× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $71.2M | — | ||
| Q1 25 | $84.0M | — | ||
| Q4 24 | $82.0M | — | ||
| Q3 24 | $77.0M | — | ||
| Q2 24 | $62.9M | — | ||
| Q1 24 | $62.1M | — |
| Q4 25 | — | $825.9M | ||
| Q3 25 | — | $764.6M | ||
| Q2 25 | — | $746.3M | ||
| Q1 25 | — | $740.7M | ||
| Q4 24 | — | $740.4M | ||
| Q3 24 | — | $740.1M | ||
| Q2 24 | — | $812.2M | ||
| Q1 24 | — | $827.5M |
| Q4 25 | $127.8M | $1.8B | ||
| Q3 25 | $129.2M | $1.8B | ||
| Q2 25 | $118.3M | $1.8B | ||
| Q1 25 | $103.4M | $1.7B | ||
| Q4 24 | $100.9M | $1.8B | ||
| Q3 24 | $96.9M | $1.8B | ||
| Q2 24 | $99.3M | $1.5B | ||
| Q1 24 | $99.9M | $1.5B |
| Q4 25 | $310.5M | $2.8B | ||
| Q3 25 | $350.9M | $2.7B | ||
| Q2 25 | $319.7M | $2.7B | ||
| Q1 25 | $296.6M | $2.6B | ||
| Q4 24 | $298.4M | $2.6B | ||
| Q3 24 | $312.4M | $2.6B | ||
| Q2 24 | $295.8M | $2.5B | ||
| Q1 24 | $289.8M | $2.5B |
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.42× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.42× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.53× |
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 | $155.4M |
| Free Cash FlowOCF − Capex | — | $110.9M |
| FCF MarginFCF / Revenue | — | 143.3% |
| Capex IntensityCapex / Revenue | — | 57.5% |
| Cash ConversionOCF / Net Profit | 3.43× | 58.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $193.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $155.4M | ||
| Q3 25 | $19.2M | $43.8M | ||
| Q2 25 | $8.8M | $48.7M | ||
| Q1 25 | $30.9M | $20.2M | ||
| Q4 24 | $6.7M | $136.9M | ||
| Q3 24 | $18.4M | $38.4M | ||
| Q2 24 | $6.5M | $46.7M | ||
| Q1 24 | $19.8M | $14.8M |
| Q4 25 | — | $110.9M | ||
| Q3 25 | — | $31.4M | ||
| Q2 25 | — | $38.0M | ||
| Q1 25 | $28.1M | $12.8M | ||
| Q4 24 | $5.6M | $100.8M | ||
| Q3 24 | $17.4M | $29.3M | ||
| Q2 24 | $6.2M | $37.2M | ||
| Q1 24 | $19.4M | $7.7M |
| Q4 25 | — | 143.3% | ||
| Q3 25 | — | 42.2% | ||
| Q2 25 | — | 51.6% | ||
| Q1 25 | 23.6% | 17.4% | ||
| Q4 24 | 4.6% | 141.5% | ||
| Q3 24 | 12.6% | 42.8% | ||
| Q2 24 | 4.8% | 55.2% | ||
| Q1 24 | 15.7% | 11.5% |
| Q4 25 | — | 57.5% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | — | 14.6% | ||
| Q1 25 | 2.4% | 10.0% | ||
| Q4 24 | 0.9% | 50.7% | ||
| Q3 24 | 0.7% | 13.3% | ||
| Q2 24 | 0.2% | 14.0% | ||
| Q1 24 | 0.3% | 10.6% |
| Q4 25 | 3.43× | 58.41× | ||
| Q3 25 | 2.79× | 7.27× | ||
| Q2 25 | 2.83× | 0.51× | ||
| Q1 25 | — | 2.97× | ||
| Q4 24 | — | 13.97× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 31.15× | ||
| Q1 24 | — | 5.10× |
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% |
IVT
Segment breakdown not available.
