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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and NOODLES & Co (NDLS). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $122.1M, roughly 1.2× NOODLES & Co). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -7.5%, a 11.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -4.1%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -1.2%).
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.
Noodles & Company is an American fast-casual restaurant that offers international and American noodle dishes in addition to soups and salads. Noodles & Company was founded in 1995 by Aaron Kennedy and is headquartered in Broomfield, Colorado. The company went public in 2013 and recorded a $457 million revenue in 2017. In mid-2022, there were 458 Noodles & Company locations across 31 states.
ARLO vs NDLS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $122.1M |
| Net Profit | $5.8M | $-9.2M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -5.2% |
| Net Margin | 4.1% | -7.5% |
| Revenue YoY | 16.2% | -4.1% |
| Net Profit YoY | 218.6% | 32.8% |
| EPS (diluted) | $0.06 | $-0.20 |
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 | — | ||
| Q3 25 | $139.5M | $122.1M | ||
| Q2 25 | $129.4M | $123.8M | ||
| Q1 25 | $119.1M | — | ||
| Q4 24 | $121.6M | $122.8M | ||
| Q3 24 | $137.7M | $127.4M | ||
| Q2 24 | $127.4M | $121.4M | ||
| Q1 24 | $124.2M | $124.3M |
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $-9.2M | ||
| Q2 25 | $3.1M | $-9.1M | ||
| Q1 25 | $-835.0K | — | ||
| Q4 24 | $-4.9M | $-6.8M | ||
| Q3 24 | $-4.4M | $-13.6M | ||
| Q2 24 | $-11.6M | $-6.1M | ||
| Q1 24 | $-9.6M | $-6.1M |
| 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% | — | ||
| Q3 25 | 0.6% | -5.2% | ||
| Q2 25 | 1.5% | -5.2% | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | -5.0% | -3.9% | ||
| Q3 24 | -4.0% | -9.0% | ||
| Q2 24 | -10.0% | -3.4% | ||
| Q1 24 | -8.5% | -3.7% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | -7.5% | ||
| Q2 25 | 2.4% | -7.3% | ||
| Q1 25 | -0.7% | — | ||
| Q4 24 | -4.0% | -5.5% | ||
| Q3 24 | -3.2% | -10.7% | ||
| Q2 24 | -9.1% | -5.1% | ||
| Q1 24 | -7.8% | -4.9% |
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | $-0.20 | ||
| Q2 25 | $0.03 | $-0.20 | ||
| Q1 25 | $-0.01 | — | ||
| Q4 24 | $-0.05 | $-0.15 | ||
| Q3 24 | $-0.04 | $-0.30 | ||
| Q2 24 | $-0.12 | $-0.14 | ||
| Q1 24 | $-0.10 | $-1.64 |
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 | $4.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $-38.9M |
| Total Assets | $310.5M | $280.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | $4.7M | ||
| Q2 25 | $71.2M | $1.4M | ||
| Q1 25 | $84.0M | — | ||
| Q4 24 | $82.0M | $3.3M | ||
| Q3 24 | $77.0M | $1.8M | ||
| Q2 24 | $62.9M | $1.3M | ||
| Q1 24 | $62.1M | $3.0M |
| Q4 25 | $127.8M | — | ||
| Q3 25 | $129.2M | $-38.9M | ||
| Q2 25 | $118.3M | $-13.9M | ||
| Q1 25 | $103.4M | — | ||
| Q4 24 | $100.9M | $3.7M | ||
| Q3 24 | $96.9M | $9.6M | ||
| Q2 24 | $99.3M | $21.9M | ||
| Q1 24 | $99.9M | $27.2M |
| Q4 25 | $310.5M | — | ||
| Q3 25 | $350.9M | $280.6M | ||
| Q2 25 | $319.7M | $319.4M | ||
| Q1 25 | $296.6M | — | ||
| Q4 24 | $298.4M | $340.5M | ||
| Q3 24 | $312.4M | $346.3M | ||
| Q2 24 | $295.8M | $360.4M | ||
| Q1 24 | $289.8M | $368.1M |
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 | $4.3M |
| Free Cash FlowOCF − Capex | — | $-2.8M |
| FCF MarginFCF / Revenue | — | -2.3% |
| Capex IntensityCapex / Revenue | — | 5.8% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-7.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | — | ||
| Q3 25 | $19.2M | $4.3M | ||
| Q2 25 | $8.8M | $4.0M | ||
| Q1 25 | $30.9M | — | ||
| Q4 24 | $6.7M | $5.8M | ||
| Q3 24 | $18.4M | $4.7M | ||
| Q2 24 | $6.5M | $7.0M | ||
| Q1 24 | $19.8M | $164.0K |
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.8M | ||
| Q2 25 | — | $1.1M | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | $-1.3M | ||
| Q3 24 | $17.4M | $-4.5M | ||
| Q2 24 | $6.2M | $-1.6M | ||
| Q1 24 | $19.4M | $-15.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | -2.3% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | -1.1% | ||
| Q3 24 | 12.6% | -3.5% | ||
| Q2 24 | 4.8% | -1.4% | ||
| Q1 24 | 15.7% | -12.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | 5.8% | ||
| Q3 24 | 0.7% | 7.2% | ||
| Q2 24 | 0.2% | 7.1% | ||
| Q1 24 | 0.3% | 12.3% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
