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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Lovesac Co (LOVE). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $141.3M, roughly 1.1× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -7.0%, a 11.1% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 0.2%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -22.6%).
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.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
ARLO vs LOVE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $150.2M |
| Net Profit | $5.8M | $-10.6M |
| Gross Margin | 46.4% | 56.1% |
| Operating Margin | 3.3% | -10.5% |
| Net Margin | 4.1% | -7.0% |
| Revenue YoY | 16.2% | 0.2% |
| Net Profit YoY | 218.6% | -114.0% |
| EPS (diluted) | $0.06 | $-0.72 |
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 | $150.2M | ||
| Q3 25 | $139.5M | $160.5M | ||
| Q2 25 | $129.4M | $138.4M | ||
| Q1 25 | $119.1M | $241.5M | ||
| Q4 24 | $121.6M | $149.9M | ||
| Q3 24 | $137.7M | $156.6M | ||
| Q2 24 | $127.4M | $132.6M | ||
| Q1 24 | $124.2M | $250.5M |
| Q4 25 | $5.8M | $-10.6M | ||
| Q3 25 | $6.9M | $-6.7M | ||
| Q2 25 | $3.1M | $-10.8M | ||
| Q1 25 | $-835.0K | $35.3M | ||
| Q4 24 | $-4.9M | $-4.9M | ||
| Q3 24 | $-4.4M | $-5.9M | ||
| Q2 24 | $-11.6M | $-13.0M | ||
| Q1 24 | $-9.6M | $31.0M |
| Q4 25 | 46.4% | 56.1% | ||
| Q3 25 | 40.5% | 56.4% | ||
| Q2 25 | 44.9% | 53.7% | ||
| Q1 25 | 44.3% | 60.4% | ||
| Q4 24 | 36.9% | 58.5% | ||
| Q3 24 | 35.2% | 59.0% | ||
| Q2 24 | 36.8% | 54.3% | ||
| Q1 24 | 38.1% | 59.7% |
| Q4 25 | 3.3% | -10.5% | ||
| Q3 25 | 0.6% | -5.5% | ||
| Q2 25 | 1.5% | -10.8% | ||
| Q1 25 | -1.2% | 19.7% | ||
| Q4 24 | -5.0% | -5.2% | ||
| Q3 24 | -4.0% | -5.3% | ||
| Q2 24 | -10.0% | -13.5% | ||
| Q1 24 | -8.5% | 16.1% |
| Q4 25 | 4.1% | -7.0% | ||
| Q3 25 | 4.9% | -4.1% | ||
| Q2 25 | 2.4% | -7.8% | ||
| Q1 25 | -0.7% | 14.6% | ||
| Q4 24 | -4.0% | -3.3% | ||
| Q3 24 | -3.2% | -3.7% | ||
| Q2 24 | -9.1% | -9.8% | ||
| Q1 24 | -7.8% | 12.4% |
| Q4 25 | $0.06 | $-0.72 | ||
| Q3 25 | $0.06 | $-0.45 | ||
| Q2 25 | $0.03 | $-0.73 | ||
| Q1 25 | $-0.01 | $2.22 | ||
| Q4 24 | $-0.05 | $-0.32 | ||
| Q3 24 | $-0.04 | $-0.38 | ||
| Q2 24 | $-0.12 | $-0.83 | ||
| Q1 24 | $-0.10 | $1.91 |
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 | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $189.3M |
| Total Assets | $310.5M | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $23.7M | ||
| Q3 25 | $86.0M | $34.2M | ||
| Q2 25 | $71.2M | $26.9M | ||
| Q1 25 | $84.0M | $83.7M | ||
| Q4 24 | $82.0M | $61.7M | ||
| Q3 24 | $77.0M | $72.1M | ||
| Q2 24 | $62.9M | $72.4M | ||
| Q1 24 | $62.1M | $87.0M |
| Q4 25 | $127.8M | $189.3M | ||
| Q3 25 | $129.2M | $197.5M | ||
| Q2 25 | $118.3M | $201.2M | ||
| Q1 25 | $103.4M | $216.4M | ||
| Q4 24 | $100.9M | $196.5M | ||
| Q3 24 | $96.9M | $202.1M | ||
| Q2 24 | $99.3M | $205.3M | ||
| Q1 24 | $99.9M | $217.5M |
| Q4 25 | $310.5M | $495.5M | ||
| Q3 25 | $350.9M | $493.7M | ||
| Q2 25 | $319.7M | $483.7M | ||
| Q1 25 | $296.6M | $532.3M | ||
| Q4 24 | $298.4M | $499.7M | ||
| Q3 24 | $312.4M | $481.1M | ||
| Q2 24 | $295.8M | $477.2M | ||
| Q1 24 | $289.8M | $482.2M |
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 | $-4.9M |
| Free Cash FlowOCF − Capex | — | $-10.2M |
| FCF MarginFCF / Revenue | — | -6.8% |
| Capex IntensityCapex / Revenue | — | 3.5% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-4.9M | ||
| Q3 25 | $19.2M | $12.2M | ||
| Q2 25 | $8.8M | $-41.4M | ||
| Q1 25 | $30.9M | $44.0M | ||
| Q4 24 | $6.7M | $-4.2M | ||
| Q3 24 | $18.4M | $6.2M | ||
| Q2 24 | $6.5M | $-7.0M | ||
| Q1 24 | $19.8M | $56.3M |
| Q4 25 | — | $-10.2M | ||
| Q3 25 | — | $7.8M | ||
| Q2 25 | — | $-50.0M | ||
| Q1 25 | $28.1M | $38.7M | ||
| Q4 24 | $5.6M | $-6.6M | ||
| Q3 24 | $17.4M | $119.0K | ||
| Q2 24 | $6.2M | $-14.3M | ||
| Q1 24 | $19.4M | $49.5M |
| Q4 25 | — | -6.8% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | -36.1% | ||
| Q1 25 | 23.6% | 16.0% | ||
| Q4 24 | 4.6% | -4.4% | ||
| Q3 24 | 12.6% | 0.1% | ||
| Q2 24 | 4.8% | -10.8% | ||
| Q1 24 | 15.7% | 19.8% |
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | 2.4% | 2.2% | ||
| Q4 24 | 0.9% | 1.6% | ||
| Q3 24 | 0.7% | 3.9% | ||
| Q2 24 | 0.2% | 5.5% | ||
| Q1 24 | 0.3% | 2.7% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.82× |
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% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
