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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Metallus Inc. (MTUS). Click either name above to swap in a different company.
Metallus Inc. is the larger business by last-quarter revenue ($308.3M vs $141.3M, roughly 2.2× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 1.8%, a 2.3% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 9.9%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 2.3%).
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.
ARLO vs MTUS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $308.3M |
| Net Profit | $5.8M | $5.4M |
| Gross Margin | 46.4% | 8.1% |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 1.8% |
| Revenue YoY | 16.2% | 9.9% |
| Net Profit YoY | 218.6% | 315.4% |
| EPS (diluted) | $0.06 | $0.13 |
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.
| Q1 26 | — | $308.3M | ||
| Q4 25 | $141.3M | $267.3M | ||
| Q3 25 | $139.5M | $305.9M | ||
| Q2 25 | $129.4M | $304.6M | ||
| Q1 25 | $119.1M | $280.5M | ||
| Q4 24 | $121.6M | $240.5M | ||
| Q3 24 | $137.7M | $227.2M | ||
| Q2 24 | $127.4M | $294.7M |
| Q1 26 | — | $5.4M | ||
| Q4 25 | $5.8M | $-14.3M | ||
| Q3 25 | $6.9M | $8.1M | ||
| Q2 25 | $3.1M | $3.7M | ||
| Q1 25 | $-835.0K | $1.3M | ||
| Q4 24 | $-4.9M | $-21.4M | ||
| Q3 24 | $-4.4M | $-5.9M | ||
| Q2 24 | $-11.6M | $4.6M |
| Q1 26 | — | 8.1% | ||
| Q4 25 | 46.4% | 2.2% | ||
| Q3 25 | 40.5% | 11.4% | ||
| Q2 25 | 44.9% | 10.6% | ||
| Q1 25 | 44.3% | 7.8% | ||
| Q4 24 | 36.9% | 4.5% | ||
| Q3 24 | 35.2% | 5.3% | ||
| Q2 24 | 36.8% | 8.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | -7.7% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 1.5% | 2.8% | ||
| Q1 25 | -1.2% | 1.0% | ||
| Q4 24 | -5.0% | -10.1% | ||
| Q3 24 | -4.0% | -3.1% | ||
| Q2 24 | -10.0% | 2.1% |
| Q1 26 | — | 1.8% | ||
| Q4 25 | 4.1% | -5.3% | ||
| Q3 25 | 4.9% | 2.6% | ||
| Q2 25 | 2.4% | 1.2% | ||
| Q1 25 | -0.7% | 0.5% | ||
| Q4 24 | -4.0% | -8.9% | ||
| Q3 24 | -3.2% | -2.6% | ||
| Q2 24 | -9.1% | 1.6% |
| Q1 26 | — | $0.13 | ||
| Q4 25 | $0.06 | $-0.34 | ||
| Q3 25 | $0.06 | $0.19 | ||
| Q2 25 | $0.03 | $0.09 | ||
| Q1 25 | $-0.01 | $0.03 | ||
| Q4 24 | $-0.05 | $-0.46 | ||
| Q3 24 | $-0.04 | $-0.13 | ||
| Q2 24 | $-0.12 | $0.10 |
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 | $104.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $683.0M |
| Total Assets | $310.5M | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $104.0M | ||
| Q4 25 | $146.4M | $156.7M | ||
| Q3 25 | $86.0M | $191.5M | ||
| Q2 25 | $71.2M | $190.8M | ||
| Q1 25 | $84.0M | $180.3M | ||
| Q4 24 | $82.0M | $240.7M | ||
| Q3 24 | $77.0M | $254.6M | ||
| Q2 24 | $62.9M | $272.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $5.4M | ||
| Q4 24 | — | $5.4M | ||
| Q3 24 | — | $13.2M | ||
| Q2 24 | — | $13.2M |
| Q1 26 | — | $683.0M | ||
| Q4 25 | $127.8M | $686.0M | ||
| Q3 25 | $129.2M | $697.7M | ||
| Q2 25 | $118.3M | $690.0M | ||
| Q1 25 | $103.4M | $686.1M | ||
| Q4 24 | $100.9M | $690.5M | ||
| Q3 24 | $96.9M | $712.7M | ||
| Q2 24 | $99.3M | $736.3M |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $310.5M | $1.1B | ||
| Q3 25 | $350.9M | $1.2B | ||
| Q2 25 | $319.7M | $1.1B | ||
| Q1 25 | $296.6M | $1.1B | ||
| Q4 24 | $298.4M | $1.1B | ||
| Q3 24 | $312.4M | $1.1B | ||
| Q2 24 | $295.8M | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.02× | ||
| Q2 24 | — | 0.02× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $-1.9M | ||
| Q3 25 | $19.2M | $22.0M | ||
| Q2 25 | $8.8M | $34.8M | ||
| Q1 25 | $30.9M | $-38.9M | ||
| Q4 24 | $6.7M | $13.9M | ||
| Q3 24 | $18.4M | $-15.3M | ||
| Q2 24 | $6.5M | $8.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-37.2M | ||
| Q3 25 | — | $-6.4M | ||
| Q2 25 | — | $17.0M | ||
| Q1 25 | $28.1M | $-66.4M | ||
| Q4 24 | $5.6M | $-1.3M | ||
| Q3 24 | $17.4M | $-32.9M | ||
| Q2 24 | $6.2M | $-5.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | -13.9% | ||
| Q3 25 | — | -2.1% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | 23.6% | -23.7% | ||
| Q4 24 | 4.6% | -0.5% | ||
| Q3 24 | 12.6% | -14.5% | ||
| Q2 24 | 4.8% | -2.0% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | 2.4% | 9.8% | ||
| Q4 24 | 0.9% | 6.3% | ||
| Q3 24 | 0.7% | 7.7% | ||
| Q2 24 | 0.2% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 2.72× | ||
| Q2 25 | 2.83× | 9.41× | ||
| Q1 25 | — | -29.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.80× |
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% |
MTUS
Segment breakdown not available.
