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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and KILROY REALTY CORP (KRC). Click either name above to swap in a different company.
KILROY REALTY CORP is the larger business by last-quarter revenue ($272.2M vs $141.3M, roughly 1.9× Arlo Technologies, Inc.). KILROY REALTY CORP runs the higher net margin — 6.3% vs 4.1%, a 2.2% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -5.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -1.2%).
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.
Kilroy Realty Corp is a leading U.S. real estate investment trust that develops, owns, and operates premium office, life science, and mixed-use properties primarily across high-growth West Coast markets including Los Angeles, San Francisco, Seattle, and San Diego. It serves tenants across the technology, life sciences, media, and creative sectors, with a core focus on delivering sustainable, future-ready workspaces tailored to modern business needs.
ARLO vs KRC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $272.2M |
| Net Profit | $5.8M | $17.1M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 6.3% |
| Revenue YoY | 16.2% | -5.0% |
| Net Profit YoY | 218.6% | -73.7% |
| EPS (diluted) | $0.06 | $0.11 |
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 | $272.2M | ||
| Q3 25 | $139.5M | $279.7M | ||
| Q2 25 | $129.4M | $289.9M | ||
| Q1 25 | $119.1M | $270.8M | ||
| Q4 24 | $121.6M | $286.4M | ||
| Q3 24 | $137.7M | $289.9M | ||
| Q2 24 | $127.4M | $280.7M | ||
| Q1 24 | $124.2M | $278.6M |
| Q4 25 | $5.8M | $17.1M | ||
| Q3 25 | $6.9M | $162.3M | ||
| Q2 25 | $3.1M | $79.6M | ||
| Q1 25 | $-835.0K | $43.7M | ||
| Q4 24 | $-4.9M | $65.0M | ||
| Q3 24 | $-4.4M | $57.7M | ||
| Q2 24 | $-11.6M | $54.5M | ||
| Q1 24 | $-9.6M | $55.7M |
| 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% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -4.0% | — | ||
| Q2 24 | -10.0% | — | ||
| Q1 24 | -8.5% | — |
| Q4 25 | 4.1% | 6.3% | ||
| Q3 25 | 4.9% | 58.0% | ||
| Q2 25 | 2.4% | 27.4% | ||
| Q1 25 | -0.7% | 16.1% | ||
| Q4 24 | -4.0% | 22.7% | ||
| Q3 24 | -3.2% | 19.9% | ||
| Q2 24 | -9.1% | 19.4% | ||
| Q1 24 | -7.8% | 20.0% |
| Q4 25 | $0.06 | $0.11 | ||
| Q3 25 | $0.06 | $1.31 | ||
| Q2 25 | $0.03 | $0.57 | ||
| Q1 25 | $-0.01 | $0.33 | ||
| Q4 24 | $-0.05 | $0.50 | ||
| Q3 24 | $-0.04 | $0.44 | ||
| Q2 24 | $-0.12 | $0.41 | ||
| Q1 24 | $-0.10 | $0.42 |
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 | $179.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $5.4B |
| Total Assets | $310.5M | $10.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $179.3M | ||
| Q3 25 | $86.0M | $372.4M | ||
| Q2 25 | $71.2M | $193.1M | ||
| Q1 25 | $84.0M | $146.7M | ||
| Q4 24 | $82.0M | $165.7M | ||
| Q3 24 | $77.0M | $625.4M | ||
| Q2 24 | $62.9M | $835.9M | ||
| Q1 24 | $62.1M | $855.0M |
| Q4 25 | $127.8M | $5.4B | ||
| Q3 25 | $129.2M | $5.5B | ||
| Q2 25 | $118.3M | $5.4B | ||
| Q1 25 | $103.4M | $5.4B | ||
| Q4 24 | $100.9M | $5.4B | ||
| Q3 24 | $96.9M | $5.4B | ||
| Q2 24 | $99.3M | $5.4B | ||
| Q1 24 | $99.9M | $5.4B |
| Q4 25 | $310.5M | $10.9B | ||
| Q3 25 | $350.9M | $11.0B | ||
| Q2 25 | $319.7M | $10.9B | ||
| Q1 25 | $296.6M | $10.9B | ||
| Q4 24 | $298.4M | $10.9B | ||
| Q3 24 | $312.4M | $11.4B | ||
| Q2 24 | $295.8M | $11.5B | ||
| Q1 24 | $289.8M | $11.6B |
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 | $566.3M |
| Free Cash FlowOCF − Capex | — | $450.3M |
| FCF MarginFCF / Revenue | — | 165.4% |
| Capex IntensityCapex / Revenue | — | 42.6% |
| Cash ConversionOCF / Net Profit | 3.43× | 33.10× |
| TTM Free Cash FlowTrailing 4 quarters | — | $833.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $566.3M | ||
| Q3 25 | $19.2M | $176.6M | ||
| Q2 25 | $8.8M | $143.7M | ||
| Q1 25 | $30.9M | $136.9M | ||
| Q4 24 | $6.7M | $541.1M | ||
| Q3 24 | $18.4M | $176.3M | ||
| Q2 24 | $6.5M | $88.7M | ||
| Q1 24 | $19.8M | $167.9M |
| Q4 25 | — | $450.3M | ||
| Q3 25 | — | $148.7M | ||
| Q2 25 | — | $118.4M | ||
| Q1 25 | $28.1M | $115.6M | ||
| Q4 24 | $5.6M | $440.8M | ||
| Q3 24 | $17.4M | $147.2M | ||
| Q2 24 | $6.2M | $69.5M | ||
| Q1 24 | $19.4M | $151.9M |
| Q4 25 | — | 165.4% | ||
| Q3 25 | — | 53.1% | ||
| Q2 25 | — | 40.9% | ||
| Q1 25 | 23.6% | 42.7% | ||
| Q4 24 | 4.6% | 153.9% | ||
| Q3 24 | 12.6% | 50.8% | ||
| Q2 24 | 4.8% | 24.7% | ||
| Q1 24 | 15.7% | 54.5% |
| Q4 25 | — | 42.6% | ||
| Q3 25 | — | 10.0% | ||
| Q2 25 | — | 8.7% | ||
| Q1 25 | 2.4% | 7.9% | ||
| Q4 24 | 0.9% | 35.0% | ||
| Q3 24 | 0.7% | 10.1% | ||
| Q2 24 | 0.2% | 6.8% | ||
| Q1 24 | 0.3% | 5.7% |
| Q4 25 | 3.43× | 33.10× | ||
| Q3 25 | 2.79× | 1.09× | ||
| Q2 25 | 2.83× | 1.81× | ||
| Q1 25 | — | 3.13× | ||
| Q4 24 | — | 8.32× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | 1.63× | ||
| Q1 24 | — | 3.01× |
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% |
KRC
Segment breakdown not available.
