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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Katapult Holdings, Inc. (KPLT). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $73.9M, roughly 1.9× Katapult Holdings, Inc.). Katapult Holdings, Inc. runs the higher net margin — 26.8% vs 4.1%, a 22.8% gap on every dollar of revenue. On growth, Katapult Holdings, Inc. posted the faster year-over-year revenue change (17.3% vs 16.2%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 6.6%).
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.
Katapult Holdings, Inc. is a U.S.-based fintech company that provides accessible point-of-sale lease-to-purchase solutions for consumers with limited or no traditional credit history. It partners with a wide network of e-commerce platforms and brick-and-mortar retail merchants across segments including electronics, furniture and home goods to offer flexible payment plans for customers to obtain needed products.
ARLO vs KPLT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $73.9M |
| Net Profit | $5.8M | $19.8M |
| Gross Margin | 46.4% | 15.6% |
| Operating Margin | 3.3% | -1.4% |
| Net Margin | 4.1% | 26.8% |
| Revenue YoY | 16.2% | 17.3% |
| Net Profit YoY | 218.6% | 307.3% |
| EPS (diluted) | $0.06 | $3.69 |
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 | $73.9M | ||
| Q3 25 | $139.5M | $74.0M | ||
| Q2 25 | $129.4M | $71.9M | ||
| Q1 25 | $119.1M | $71.9M | ||
| Q4 24 | $121.6M | $63.0M | ||
| Q3 24 | $137.7M | $60.3M | ||
| Q2 24 | $127.4M | $58.9M | ||
| Q1 24 | $124.2M | $65.1M |
| Q4 25 | $5.8M | $19.8M | ||
| Q3 25 | $6.9M | $-4.9M | ||
| Q2 25 | $3.1M | $-7.8M | ||
| Q1 25 | $-835.0K | $-5.7M | ||
| Q4 24 | $-4.9M | $-9.6M | ||
| Q3 24 | $-4.4M | $-8.9M | ||
| Q2 24 | $-11.6M | $-6.9M | ||
| Q1 24 | $-9.6M | $-570.0K |
| Q4 25 | 46.4% | 15.6% | ||
| Q3 25 | 40.5% | 19.7% | ||
| Q2 25 | 44.9% | 15.5% | ||
| Q1 25 | 44.3% | 19.9% | ||
| Q4 24 | 36.9% | 11.8% | ||
| Q3 24 | 35.2% | 19.8% | ||
| Q2 24 | 36.8% | 16.9% | ||
| Q1 24 | 38.1% | 25.3% |
| Q4 25 | 3.3% | -1.4% | ||
| Q3 25 | 0.6% | 3.3% | ||
| Q2 25 | 1.5% | -2.0% | ||
| Q1 25 | -1.2% | -0.7% | ||
| Q4 24 | -5.0% | -7.7% | ||
| Q3 24 | -4.0% | -7.4% | ||
| Q2 24 | -10.0% | -4.5% | ||
| Q1 24 | -8.5% | 5.8% |
| Q4 25 | 4.1% | 26.8% | ||
| Q3 25 | 4.9% | -6.7% | ||
| Q2 25 | 2.4% | -10.9% | ||
| Q1 25 | -0.7% | -7.9% | ||
| Q4 24 | -4.0% | -15.2% | ||
| Q3 24 | -3.2% | -14.7% | ||
| Q2 24 | -9.1% | -11.7% | ||
| Q1 24 | -7.8% | -0.9% |
| Q4 25 | $0.06 | $3.69 | ||
| Q3 25 | $0.06 | $-0.94 | ||
| Q2 25 | $0.03 | $-1.63 | ||
| Q1 25 | $-0.01 | $-1.23 | ||
| Q4 24 | $-0.05 | $-2.17 | ||
| Q3 24 | $-0.04 | $-2.05 | ||
| Q2 24 | $-0.12 | $-1.61 | ||
| Q1 24 | $-0.10 | $-0.13 |
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 | $22.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $-38.1M |
| Total Assets | $310.5M | $107.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $22.4M | ||
| Q3 25 | $86.0M | $3.4M | ||
| Q2 25 | $71.2M | $3.7M | ||
| Q1 25 | $84.0M | $6.0M | ||
| Q4 24 | $82.0M | $3.5M | ||
| Q3 24 | $77.0M | $25.9M | ||
| Q2 24 | $62.9M | $33.7M | ||
| Q1 24 | $62.1M | $31.2M |
| Q4 25 | $127.8M | $-38.1M | ||
| Q3 25 | $129.2M | $-58.4M | ||
| Q2 25 | $118.3M | $-54.1M | ||
| Q1 25 | $103.4M | $-51.7M | ||
| Q4 24 | $100.9M | $-46.8M | ||
| Q3 24 | $96.9M | $-40.3M | ||
| Q2 24 | $99.3M | $-32.9M | ||
| Q1 24 | $99.9M | $-27.5M |
| Q4 25 | $310.5M | $107.9M | ||
| Q3 25 | $350.9M | $85.9M | ||
| Q2 25 | $319.7M | $90.6M | ||
| Q1 25 | $296.6M | $88.5M | ||
| Q4 24 | $298.4M | $93.2M | ||
| Q3 24 | $312.4M | $92.0M | ||
| Q2 24 | $295.8M | $106.6M | ||
| Q1 24 | $289.8M | $106.6M |
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 | $-11.9M |
| Free Cash FlowOCF − Capex | — | $-12.0M |
| FCF MarginFCF / Revenue | — | -16.2% |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | 3.43× | -0.60× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-11.9M | ||
| Q3 25 | $19.2M | $4.0M | ||
| Q2 25 | $8.8M | $-6.6M | ||
| Q1 25 | $30.9M | $3.4M | ||
| Q4 24 | $6.7M | $-32.6M | ||
| Q3 24 | $18.4M | $-5.4M | ||
| Q2 24 | $6.5M | $-628.0K | ||
| Q1 24 | $19.8M | $2.0M |
| Q4 25 | — | $-12.0M | ||
| Q3 25 | — | $4.0M | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | $3.4M | ||
| Q4 24 | $5.6M | $-32.6M | ||
| Q3 24 | $17.4M | $-5.4M | ||
| Q2 24 | $6.2M | $-653.0K | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | -16.2% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | 4.7% | ||
| Q4 24 | 4.6% | -51.8% | ||
| Q3 24 | 12.6% | -9.0% | ||
| Q2 24 | 4.8% | -1.1% | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | 2.4% | 0.0% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 0.7% | 0.0% | ||
| Q2 24 | 0.2% | 0.0% | ||
| Q1 24 | 0.3% | 0.0% |
| Q4 25 | 3.43× | -0.60× | ||
| 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% |
KPLT
Segment breakdown not available.
