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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and MOVADO GROUP INC (MOV). Click either name above to swap in a different company.
MOVADO GROUP INC is the larger business by last-quarter revenue ($186.1M vs $141.3M, roughly 1.3× Arlo Technologies, Inc.). MOVADO GROUP INC runs the higher net margin — 5.1% vs 4.1%, a 1.1% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 1.9%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 2.9%).
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.
Movado is a luxury American watch brand originally founded in 1881 in Switzerland. Movado means "movement" in Esperanto. The watches are known for their signature metallic dot at 12 o'clock and minimalist style; the company is best known for its Museum Watch.
ARLO vs MOV — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $186.1M |
| Net Profit | $5.8M | $9.6M |
| Gross Margin | 46.4% | 54.3% |
| Operating Margin | 3.3% | 6.3% |
| Net Margin | 4.1% | 5.1% |
| Revenue YoY | 16.2% | 1.9% |
| Net Profit YoY | 218.6% | 89.8% |
| EPS (diluted) | $0.06 | $0.42 |
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 | $186.1M | ||
| Q3 25 | $139.5M | $161.8M | ||
| Q2 25 | $129.4M | $131.8M | ||
| Q1 25 | $119.1M | $181.5M | ||
| Q4 24 | $121.6M | $180.5M | ||
| Q3 24 | $137.7M | $157.0M | ||
| Q2 24 | $127.4M | $134.4M | ||
| Q1 24 | $124.2M | $175.8M |
| Q4 25 | $5.8M | $9.6M | ||
| Q3 25 | $6.9M | $3.0M | ||
| Q2 25 | $3.1M | $1.4M | ||
| Q1 25 | $-835.0K | $8.1M | ||
| Q4 24 | $-4.9M | $4.8M | ||
| Q3 24 | $-4.4M | $3.5M | ||
| Q2 24 | $-11.6M | $2.0M | ||
| Q1 24 | $-9.6M | $9.8M |
| Q4 25 | 46.4% | 54.3% | ||
| Q3 25 | 40.5% | 54.1% | ||
| Q2 25 | 44.9% | 54.1% | ||
| Q1 25 | 44.3% | 54.2% | ||
| Q4 24 | 36.9% | 53.5% | ||
| Q3 24 | 35.2% | 54.3% | ||
| Q2 24 | 36.8% | 54.3% | ||
| Q1 24 | 38.1% | 53.5% |
| Q4 25 | 3.3% | 6.3% | ||
| Q3 25 | 0.6% | 2.5% | ||
| Q2 25 | 1.5% | 0.2% | ||
| Q1 25 | -1.2% | 5.1% | ||
| Q4 24 | -5.0% | 3.3% | ||
| Q3 24 | -4.0% | 1.7% | ||
| Q2 24 | -10.0% | 1.6% | ||
| Q1 24 | -8.5% | 6.1% |
| Q4 25 | 4.1% | 5.1% | ||
| Q3 25 | 4.9% | 1.8% | ||
| Q2 25 | 2.4% | 1.1% | ||
| Q1 25 | -0.7% | 4.4% | ||
| Q4 24 | -4.0% | 2.7% | ||
| Q3 24 | -3.2% | 2.2% | ||
| Q2 24 | -9.1% | 1.5% | ||
| Q1 24 | -7.8% | 5.6% |
| Q4 25 | $0.06 | $0.42 | ||
| Q3 25 | $0.06 | $0.13 | ||
| Q2 25 | $0.03 | $0.06 | ||
| Q1 25 | $-0.01 | $0.36 | ||
| Q4 24 | $-0.05 | $0.21 | ||
| Q3 24 | $-0.04 | $0.15 | ||
| Q2 24 | $-0.12 | $0.09 | ||
| Q1 24 | $-0.10 | $0.44 |
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 | $183.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $497.5M |
| Total Assets | $310.5M | $751.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $183.9M | ||
| Q3 25 | $86.0M | $180.5M | ||
| Q2 25 | $71.2M | $203.1M | ||
| Q1 25 | $84.0M | $208.5M | ||
| Q4 24 | $82.0M | $181.5M | ||
| Q3 24 | $77.0M | $198.3M | ||
| Q2 24 | $62.9M | $225.4M | ||
| Q1 24 | $62.1M | $262.1M |
| Q4 25 | $127.8M | $497.5M | ||
| Q3 25 | $129.2M | $489.9M | ||
| Q2 25 | $118.3M | $493.2M | ||
| Q1 25 | $103.4M | $481.3M | ||
| Q4 24 | $100.9M | $491.3M | ||
| Q3 24 | $96.9M | $492.0M | ||
| Q2 24 | $99.3M | $489.6M | ||
| Q1 24 | $99.9M | $505.9M |
| Q4 25 | $310.5M | $751.9M | ||
| Q3 25 | $350.9M | $748.7M | ||
| Q2 25 | $319.7M | $747.2M | ||
| Q1 25 | $296.6M | $729.2M | ||
| Q4 24 | $298.4M | $747.2M | ||
| Q3 24 | $312.4M | $742.5M | ||
| Q2 24 | $295.8M | $736.0M | ||
| Q1 24 | $289.8M | $756.5M |
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 | $12.3M |
| Free Cash FlowOCF − Capex | — | $11.6M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.28× |
| TTM Free Cash FlowTrailing 4 quarters | — | $35.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $12.3M | ||
| Q3 25 | $19.2M | $-3.8M | ||
| Q2 25 | $8.8M | $-7.2M | ||
| Q1 25 | $30.9M | $39.1M | ||
| Q4 24 | $6.7M | $-4.7M | ||
| Q3 24 | $18.4M | $-17.8M | ||
| Q2 24 | $6.5M | $-18.1M | ||
| Q1 24 | $19.8M | $69.4M |
| Q4 25 | — | $11.6M | ||
| Q3 25 | — | $-5.1M | ||
| Q2 25 | — | $-8.7M | ||
| Q1 25 | $28.1M | $37.5M | ||
| Q4 24 | $5.6M | $-7.2M | ||
| Q3 24 | $17.4M | $-20.1M | ||
| Q2 24 | $6.2M | $-19.7M | ||
| Q1 24 | $19.4M | $67.8M |
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | -3.1% | ||
| Q2 25 | — | -6.6% | ||
| Q1 25 | 23.6% | 20.7% | ||
| Q4 24 | 4.6% | -4.0% | ||
| Q3 24 | 12.6% | -12.8% | ||
| Q2 24 | 4.8% | -14.7% | ||
| Q1 24 | 15.7% | 38.6% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | 2.4% | 0.9% | ||
| Q4 24 | 0.9% | 1.4% | ||
| Q3 24 | 0.7% | 1.5% | ||
| Q2 24 | 0.2% | 1.2% | ||
| Q1 24 | 0.3% | 0.9% |
| Q4 25 | 3.43× | 1.28× | ||
| Q3 25 | 2.79× | -1.27× | ||
| Q2 25 | 2.83× | -5.08× | ||
| Q1 25 | — | 4.86× | ||
| Q4 24 | — | -0.98× | ||
| Q3 24 | — | -5.14× | ||
| Q2 24 | — | -8.97× | ||
| Q1 24 | — | 7.06× |
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% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
