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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and NATURES SUNSHINE PRODUCTS INC (NATR). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $123.8M, roughly 1.1× NATURES SUNSHINE PRODUCTS INC). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 3.3%, a 0.8% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 4.7%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 5.6%).
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.
Nature's Sunshine Products, Inc. also known as "NSP", is a manufacturer of dietary supplements, including herbs, vitamins, minerals, and personal care products. It is based in Lehi, Utah, with a manufacturing facility in Spanish Fork, Utah.
ARLO vs NATR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $123.8M |
| Net Profit | $5.8M | $4.1M |
| Gross Margin | 46.4% | 72.5% |
| Operating Margin | 3.3% | 4.3% |
| Net Margin | 4.1% | 3.3% |
| Revenue YoY | 16.2% | 4.7% |
| Net Profit YoY | 218.6% | 1379.4% |
| EPS (diluted) | $0.06 | $0.23 |
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 | $123.8M | ||
| Q3 25 | $139.5M | $128.3M | ||
| Q2 25 | $129.4M | $114.8M | ||
| Q1 25 | $119.1M | $113.2M | ||
| Q4 24 | $121.6M | $118.2M | ||
| Q3 24 | $137.7M | $114.6M | ||
| Q2 24 | $127.4M | $110.6M | ||
| Q1 24 | $124.2M | $111.0M |
| Q4 25 | $5.8M | $4.1M | ||
| Q3 25 | $6.9M | $5.3M | ||
| Q2 25 | $3.1M | $5.3M | ||
| Q1 25 | $-835.0K | $4.7M | ||
| Q4 24 | $-4.9M | $-321.0K | ||
| Q3 24 | $-4.4M | $4.3M | ||
| Q2 24 | $-11.6M | $1.3M | ||
| Q1 24 | $-9.6M | $2.3M |
| Q4 25 | 46.4% | 72.5% | ||
| Q3 25 | 40.5% | 73.3% | ||
| Q2 25 | 44.9% | 71.7% | ||
| Q1 25 | 44.3% | 72.1% | ||
| Q4 24 | 36.9% | 72.0% | ||
| Q3 24 | 35.2% | 71.3% | ||
| Q2 24 | 36.8% | 71.4% | ||
| Q1 24 | 38.1% | 71.2% |
| Q4 25 | 3.3% | 4.3% | ||
| Q3 25 | 0.6% | 7.0% | ||
| Q2 25 | 1.5% | 3.7% | ||
| Q1 25 | -1.2% | 5.4% | ||
| Q4 24 | -5.0% | 3.8% | ||
| Q3 24 | -4.0% | 4.6% | ||
| Q2 24 | -10.0% | 5.1% | ||
| Q1 24 | -8.5% | 4.2% |
| Q4 25 | 4.1% | 3.3% | ||
| Q3 25 | 4.9% | 4.2% | ||
| Q2 25 | 2.4% | 4.6% | ||
| Q1 25 | -0.7% | 4.2% | ||
| Q4 24 | -4.0% | -0.3% | ||
| Q3 24 | -3.2% | 3.8% | ||
| Q2 24 | -9.1% | 1.2% | ||
| Q1 24 | -7.8% | 2.1% |
| Q4 25 | $0.06 | $0.23 | ||
| Q3 25 | $0.06 | $0.30 | ||
| Q2 25 | $0.03 | $0.28 | ||
| Q1 25 | $-0.01 | $0.25 | ||
| Q4 24 | $-0.05 | $-0.02 | ||
| Q3 24 | $-0.04 | $0.23 | ||
| Q2 24 | $-0.12 | $0.07 | ||
| Q1 24 | $-0.10 | $0.12 |
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 | $93.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $161.6M |
| Total Assets | $310.5M | $261.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $93.9M | ||
| Q3 25 | $86.0M | $95.6M | ||
| Q2 25 | $71.2M | $81.3M | ||
| Q1 25 | $84.0M | $86.5M | ||
| Q4 24 | $82.0M | $84.7M | ||
| Q3 24 | $77.0M | $78.7M | ||
| Q2 24 | $62.9M | $68.7M | ||
| Q1 24 | $62.1M | $77.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $2.1M |
| Q4 25 | $127.8M | $161.6M | ||
| Q3 25 | $129.2M | $166.7M | ||
| Q2 25 | $118.3M | $163.7M | ||
| Q1 25 | $103.4M | $167.1M | ||
| Q4 24 | $100.9M | $161.0M | ||
| Q3 24 | $96.9M | $162.6M | ||
| Q2 24 | $99.3M | $156.4M | ||
| Q1 24 | $99.9M | $159.7M |
| Q4 25 | $310.5M | $261.1M | ||
| Q3 25 | $350.9M | $264.8M | ||
| Q2 25 | $319.7M | $254.9M | ||
| Q1 25 | $296.6M | $252.7M | ||
| Q4 24 | $298.4M | $240.9M | ||
| Q3 24 | $312.4M | $245.3M | ||
| Q2 24 | $295.8M | $235.8M | ||
| Q1 24 | $289.8M | $247.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.01× |
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 | $9.9M |
| Free Cash FlowOCF − Capex | — | $7.6M |
| FCF MarginFCF / Revenue | — | 6.1% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | 3.43× | 2.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $28.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $9.9M | ||
| Q3 25 | $19.2M | $18.5M | ||
| Q2 25 | $8.8M | $4.3M | ||
| Q1 25 | $30.9M | $2.6M | ||
| Q4 24 | $6.7M | $12.2M | ||
| Q3 24 | $18.4M | $9.6M | ||
| Q2 24 | $6.5M | $1.3M | ||
| Q1 24 | $19.8M | $2.2M |
| Q4 25 | — | $7.6M | ||
| Q3 25 | — | $16.8M | ||
| Q2 25 | — | $3.0M | ||
| Q1 25 | $28.1M | $1.5M | ||
| Q4 24 | $5.6M | $10.0M | ||
| Q3 24 | $17.4M | $7.9M | ||
| Q2 24 | $6.2M | $-2.0M | ||
| Q1 24 | $19.4M | $-1.5M |
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 13.1% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | 23.6% | 1.3% | ||
| Q4 24 | 4.6% | 8.5% | ||
| Q3 24 | 12.6% | 6.9% | ||
| Q2 24 | 4.8% | -1.9% | ||
| Q1 24 | 15.7% | -1.4% |
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | 2.4% | 1.0% | ||
| Q4 24 | 0.9% | 1.9% | ||
| Q3 24 | 0.7% | 1.5% | ||
| Q2 24 | 0.2% | 3.0% | ||
| Q1 24 | 0.3% | 3.3% |
| Q4 25 | 3.43× | 2.41× | ||
| Q3 25 | 2.79× | 3.46× | ||
| Q2 25 | 2.83× | 0.81× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.21× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 0.94× |
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% |
NATR
| Other | $68.1M | 55% |
| General Health Products | $20.2M | 16% |
| Digestive Products | $13.8M | 11% |
| Cardiovascular Products | $12.1M | 10% |
| Personal Care Products | $4.4M | 4% |
| Immunity Products | $3.1M | 3% |
| Weight Management Products | $2.1M | 2% |
