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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Kennedy-Wilson Holdings, Inc. (KW). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $120.6M, roughly 1.2× Kennedy-Wilson Holdings, Inc.). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs 4.1%, a 44.0% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -11.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -6.0%).
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.
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
ARLO vs KW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $120.6M |
| Net Profit | $5.8M | $58.0M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 57.3% |
| Net Margin | 4.1% | 48.1% |
| Revenue YoY | 16.2% | -11.0% |
| Net Profit YoY | 218.6% | 32.7% |
| EPS (diluted) | $0.06 | $0.22 |
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 | $120.6M | ||
| Q3 25 | $139.5M | $116.4M | ||
| Q2 25 | $129.4M | $135.7M | ||
| Q1 25 | $119.1M | $128.3M | ||
| Q4 24 | $121.6M | $135.5M | ||
| Q3 24 | $137.7M | $127.5M | ||
| Q2 24 | $127.4M | $132.0M | ||
| Q1 24 | $124.2M | $136.4M |
| Q4 25 | $5.8M | $58.0M | ||
| Q3 25 | $6.9M | $-10.2M | ||
| Q2 25 | $3.1M | $5.6M | ||
| Q1 25 | $-835.0K | $-29.6M | ||
| Q4 24 | $-4.9M | $43.7M | ||
| Q3 24 | $-4.4M | $-66.8M | ||
| Q2 24 | $-11.6M | $-48.3M | ||
| Q1 24 | $-9.6M | $37.7M |
| 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% | 57.3% | ||
| Q3 25 | 0.6% | -6.2% | ||
| Q2 25 | 1.5% | 7.4% | ||
| Q1 25 | -1.2% | -26.9% | ||
| Q4 24 | -5.0% | 36.7% | ||
| Q3 24 | -4.0% | -60.8% | ||
| Q2 24 | -10.0% | -45.5% | ||
| Q1 24 | -8.5% | 47.2% |
| Q4 25 | 4.1% | 48.1% | ||
| Q3 25 | 4.9% | -8.8% | ||
| Q2 25 | 2.4% | 4.1% | ||
| Q1 25 | -0.7% | -23.1% | ||
| Q4 24 | -4.0% | 32.3% | ||
| Q3 24 | -3.2% | -52.4% | ||
| Q2 24 | -9.1% | -36.6% | ||
| Q1 24 | -7.8% | 27.6% |
| Q4 25 | $0.06 | $0.22 | ||
| Q3 25 | $0.06 | $-0.15 | ||
| Q2 25 | $0.03 | $-0.05 | ||
| Q1 25 | $-0.01 | $-0.30 | ||
| Q4 24 | $-0.05 | $0.24 | ||
| Q3 24 | $-0.04 | $-0.56 | ||
| Q2 24 | $-0.12 | $-0.43 | ||
| Q1 24 | $-0.10 | $0.19 |
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 | $184.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.5B |
| Total Assets | $310.5M | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $184.5M | ||
| Q3 25 | $86.0M | $382.6M | ||
| Q2 25 | $71.2M | $309.1M | ||
| Q1 25 | $84.0M | $356.6M | ||
| Q4 24 | $82.0M | $217.5M | ||
| Q3 24 | $77.0M | $367.1M | ||
| Q2 24 | $62.9M | $366.5M | ||
| Q1 24 | $62.1M | $541.9M |
| Q4 25 | $127.8M | $1.5B | ||
| Q3 25 | $129.2M | $1.5B | ||
| Q2 25 | $118.3M | $1.6B | ||
| Q1 25 | $103.4M | $1.6B | ||
| Q4 24 | $100.9M | $1.6B | ||
| Q3 24 | $96.9M | $1.6B | ||
| Q2 24 | $99.3M | $1.7B | ||
| Q1 24 | $99.9M | $1.7B |
| Q4 25 | $310.5M | $6.6B | ||
| Q3 25 | $350.9M | $6.7B | ||
| Q2 25 | $319.7M | $6.8B | ||
| Q1 25 | $296.6M | $7.2B | ||
| Q4 24 | $298.4M | $7.0B | ||
| Q3 24 | $312.4M | $7.4B | ||
| Q2 24 | $295.8M | $7.5B | ||
| Q1 24 | $289.8M | $7.7B |
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 | $11.4M |
| Free Cash FlowOCF − Capex | — | $-55.2M |
| FCF MarginFCF / Revenue | — | -45.8% |
| Capex IntensityCapex / Revenue | — | 55.2% |
| Cash ConversionOCF / Net Profit | 3.43× | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-103.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $11.4M | ||
| Q3 25 | $19.2M | $-7.6M | ||
| Q2 25 | $8.8M | $42.0M | ||
| Q1 25 | $30.9M | $-51.9M | ||
| Q4 24 | $6.7M | $55.1M | ||
| Q3 24 | $18.4M | $-5.6M | ||
| Q2 24 | $6.5M | $36.7M | ||
| Q1 24 | $19.8M | $-5.6M |
| Q4 25 | — | $-55.2M | ||
| Q3 25 | — | $-18.0M | ||
| Q2 25 | — | $29.4M | ||
| Q1 25 | $28.1M | $-59.7M | ||
| Q4 24 | $5.6M | $-76.5M | ||
| Q3 24 | $17.4M | $-27.7M | ||
| Q2 24 | $6.2M | $-500.0K | ||
| Q1 24 | $19.4M | $-57.1M |
| Q4 25 | — | -45.8% | ||
| Q3 25 | — | -15.5% | ||
| Q2 25 | — | 21.7% | ||
| Q1 25 | 23.6% | -46.5% | ||
| Q4 24 | 4.6% | -56.5% | ||
| Q3 24 | 12.6% | -21.7% | ||
| Q2 24 | 4.8% | -0.4% | ||
| Q1 24 | 15.7% | -41.9% |
| Q4 25 | — | 55.2% | ||
| Q3 25 | — | 8.9% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | 2.4% | 6.1% | ||
| Q4 24 | 0.9% | 97.1% | ||
| Q3 24 | 0.7% | 17.3% | ||
| Q2 24 | 0.2% | 28.2% | ||
| Q1 24 | 0.3% | 37.8% |
| Q4 25 | 3.43× | 0.20× | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | 7.50× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.15× |
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% |
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
