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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $104.0M, roughly 1.4× Origin Bancorp, Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs 4.1%, a 22.5% gap on every dollar of revenue. Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 3.9%).
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.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
ARLO vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $104.0M |
| Net Profit | $5.8M | $27.7M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 26.6% |
| Revenue YoY | 16.2% | — |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | $0.89 |
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 | — | $104.0M | ||
| Q4 25 | $141.3M | $103.4M | ||
| Q3 25 | $139.5M | $109.8M | ||
| Q2 25 | $129.4M | $83.5M | ||
| Q1 25 | $119.1M | $94.1M | ||
| Q4 24 | $121.6M | $78.3M | ||
| Q3 24 | $137.7M | $90.8M | ||
| Q2 24 | $127.4M | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $5.8M | $29.5M | ||
| Q3 25 | $6.9M | $8.6M | ||
| Q2 25 | $3.1M | $14.6M | ||
| Q1 25 | $-835.0K | $22.4M | ||
| Q4 24 | $-4.9M | $14.3M | ||
| Q3 24 | $-4.4M | $18.6M | ||
| Q2 24 | $-11.6M | $21.0M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 3.3% | 36.2% | ||
| Q3 25 | 0.6% | 10.0% | ||
| Q2 25 | 1.5% | 22.3% | ||
| Q1 25 | -1.2% | 30.4% | ||
| Q4 24 | -5.0% | 23.0% | ||
| Q3 24 | -4.0% | 26.1% | ||
| Q2 24 | -10.0% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | 4.1% | 28.5% | ||
| Q3 25 | 4.9% | 7.9% | ||
| Q2 25 | 2.4% | 17.5% | ||
| Q1 25 | -0.7% | 23.8% | ||
| Q4 24 | -4.0% | 18.2% | ||
| Q3 24 | -3.2% | 20.5% | ||
| Q2 24 | -9.1% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.06 | $0.95 | ||
| Q3 25 | $0.06 | $0.27 | ||
| Q2 25 | $0.03 | $0.47 | ||
| Q1 25 | $-0.01 | $0.71 | ||
| Q4 24 | $-0.05 | $0.45 | ||
| Q3 24 | $-0.04 | $0.60 | ||
| Q2 24 | $-0.12 | $0.67 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.3B |
| Total Assets | $310.5M | $10.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $146.4M | $424.2M | ||
| Q3 25 | $86.0M | $626.9M | ||
| Q2 25 | $71.2M | $334.1M | ||
| Q1 25 | $84.0M | $486.2M | ||
| Q4 24 | $82.0M | $470.2M | ||
| Q3 24 | $77.0M | $321.2M | ||
| Q2 24 | $62.9M | $288.1M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $127.8M | $1.2B | ||
| Q3 25 | $129.2M | $1.2B | ||
| Q2 25 | $118.3M | $1.2B | ||
| Q1 25 | $103.4M | $1.2B | ||
| Q4 24 | $100.9M | $1.1B | ||
| Q3 24 | $96.9M | $1.1B | ||
| Q2 24 | $99.3M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $310.5M | $9.7B | ||
| Q3 25 | $350.9M | $9.8B | ||
| Q2 25 | $319.7M | $9.7B | ||
| Q1 25 | $296.6M | $9.8B | ||
| Q4 24 | $298.4M | $9.7B | ||
| Q3 24 | $312.4M | $10.0B | ||
| Q2 24 | $295.8M | $9.9B |
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 | — | — |
| 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 | $158.9M | ||
| Q3 25 | $19.2M | $59.3M | ||
| Q2 25 | $8.8M | $20.6M | ||
| Q1 25 | $30.9M | $35.6M | ||
| Q4 24 | $6.7M | $108.5M | ||
| Q3 24 | $18.4M | $39.6M | ||
| Q2 24 | $6.5M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $151.1M | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | $28.1M | $34.8M | ||
| Q4 24 | $5.6M | $86.4M | ||
| Q3 24 | $17.4M | $32.2M | ||
| Q2 24 | $6.2M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 146.0% | ||
| Q3 25 | — | 51.7% | ||
| Q2 25 | — | 23.5% | ||
| Q1 25 | 23.6% | 37.0% | ||
| Q4 24 | 4.6% | 110.3% | ||
| Q3 24 | 12.6% | 35.5% | ||
| Q2 24 | 4.8% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | 2.4% | 0.8% | ||
| Q4 24 | 0.9% | 28.1% | ||
| Q3 24 | 0.7% | 8.1% | ||
| Q2 24 | 0.2% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | 5.38× | ||
| Q3 25 | 2.79× | 6.88× | ||
| Q2 25 | 2.83× | 1.41× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 7.60× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 0.57× |
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% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
