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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and OLAPLEX HOLDINGS, INC. (OLPX). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $105.1M, roughly 1.3× OLAPLEX HOLDINGS, INC.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -12.5%, a 16.5% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 4.3%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 3.1%).
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.
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
ARLO vs OLPX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $105.1M |
| Net Profit | $5.8M | $-13.1M |
| Gross Margin | 46.4% | 68.0% |
| Operating Margin | 3.3% | -4.3% |
| Net Margin | 4.1% | -12.5% |
| Revenue YoY | 16.2% | 4.3% |
| Net Profit YoY | 218.6% | -48.9% |
| EPS (diluted) | $0.06 | $-0.02 |
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 | $105.1M | ||
| Q3 25 | $139.5M | $114.6M | ||
| Q2 25 | $129.4M | $106.3M | ||
| Q1 25 | $119.1M | $97.0M | ||
| Q4 24 | $121.6M | $100.7M | ||
| Q3 24 | $137.7M | $119.1M | ||
| Q2 24 | $127.4M | $103.9M | ||
| Q1 24 | $124.2M | $98.9M |
| Q4 25 | $5.8M | $-13.1M | ||
| Q3 25 | $6.9M | $11.1M | ||
| Q2 25 | $3.1M | $-7.7M | ||
| Q1 25 | $-835.0K | $465.0K | ||
| Q4 24 | $-4.9M | $-8.8M | ||
| Q3 24 | $-4.4M | $14.8M | ||
| Q2 24 | $-11.6M | $5.8M | ||
| Q1 24 | $-9.6M | $7.7M |
| Q4 25 | 46.4% | 68.0% | ||
| Q3 25 | 40.5% | 69.1% | ||
| Q2 25 | 44.9% | 71.2% | ||
| Q1 25 | 44.3% | 69.5% | ||
| Q4 24 | 36.9% | 66.3% | ||
| Q3 24 | 35.2% | 68.6% | ||
| Q2 24 | 36.8% | 69.7% | ||
| Q1 24 | 38.1% | 72.1% |
| Q4 25 | 3.3% | -4.3% | ||
| Q3 25 | 0.6% | 3.7% | ||
| Q2 25 | 1.5% | -1.1% | ||
| Q1 25 | -1.2% | 8.7% | ||
| Q4 24 | -5.0% | 3.0% | ||
| Q3 24 | -4.0% | 23.5% | ||
| Q2 24 | -10.0% | 15.7% | ||
| Q1 24 | -8.5% | 19.8% |
| Q4 25 | 4.1% | -12.5% | ||
| Q3 25 | 4.9% | 9.7% | ||
| Q2 25 | 2.4% | -7.3% | ||
| Q1 25 | -0.7% | 0.5% | ||
| Q4 24 | -4.0% | -8.7% | ||
| Q3 24 | -3.2% | 12.4% | ||
| Q2 24 | -9.1% | 5.6% | ||
| Q1 24 | -7.8% | 7.8% |
| Q4 25 | $0.06 | $-0.02 | ||
| Q3 25 | $0.06 | $0.02 | ||
| Q2 25 | $0.03 | $-0.01 | ||
| Q1 25 | $-0.01 | $0.00 | ||
| Q4 24 | $-0.05 | $-0.01 | ||
| Q3 24 | $-0.04 | $0.02 | ||
| Q2 24 | $-0.12 | $0.01 | ||
| Q1 24 | $-0.10 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | — | $352.3M |
| Stockholders' EquityBook value | $127.8M | $879.4M |
| Total Assets | $310.5M | $1.5B |
| Debt / EquityLower = less leverage | — | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $318.7M | ||
| Q3 25 | $86.0M | $286.4M | ||
| Q2 25 | $71.2M | $289.3M | ||
| Q1 25 | $84.0M | $580.9M | ||
| Q4 24 | $82.0M | $586.0M | ||
| Q3 24 | $77.0M | $538.8M | ||
| Q2 24 | $62.9M | $507.9M | ||
| Q1 24 | $62.1M | $507.5M |
| Q4 25 | — | $352.3M | ||
| Q3 25 | — | $352.1M | ||
| Q2 25 | — | $351.9M | ||
| Q1 25 | — | $649.1M | ||
| Q4 24 | — | $650.5M | ||
| Q3 24 | — | $651.8M | ||
| Q2 24 | — | $653.1M | ||
| Q1 24 | — | $654.4M |
| Q4 25 | $127.8M | $879.4M | ||
| Q3 25 | $129.2M | $888.7M | ||
| Q2 25 | $118.3M | $874.2M | ||
| Q1 25 | $103.4M | $878.3M | ||
| Q4 24 | $100.9M | $874.4M | ||
| Q3 24 | $96.9M | $879.7M | ||
| Q2 24 | $99.3M | $863.3M | ||
| Q1 24 | $99.9M | $855.7M |
| Q4 25 | $310.5M | $1.5B | ||
| Q3 25 | $350.9M | $1.5B | ||
| Q2 25 | $319.7M | $1.5B | ||
| Q1 25 | $296.6M | $1.8B | ||
| Q4 24 | $298.4M | $1.8B | ||
| Q3 24 | $312.4M | $1.8B | ||
| Q2 24 | $295.8M | $1.8B | ||
| Q1 24 | $289.8M | $1.8B |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.76× |
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 | $32.7M |
| Free Cash FlowOCF − Capex | — | $32.6M |
| FCF MarginFCF / Revenue | — | 31.0% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $32.7M | ||
| Q3 25 | $19.2M | $8.0M | ||
| Q2 25 | $8.8M | $20.9M | ||
| Q1 25 | $30.9M | $-2.9M | ||
| Q4 24 | $6.7M | $49.7M | ||
| Q3 24 | $18.4M | $33.5M | ||
| Q2 24 | $6.5M | $16.2M | ||
| Q1 24 | $19.8M | $43.7M |
| Q4 25 | — | $32.6M | ||
| Q3 25 | — | $7.9M | ||
| Q2 25 | — | $20.8M | ||
| Q1 25 | $28.1M | $-3.0M | ||
| Q4 24 | $5.6M | $49.2M | ||
| Q3 24 | $17.4M | $33.3M | ||
| Q2 24 | $6.2M | $16.1M | ||
| Q1 24 | $19.4M | $43.3M |
| Q4 25 | — | 31.0% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 19.6% | ||
| Q1 25 | 23.6% | -3.1% | ||
| Q4 24 | 4.6% | 48.9% | ||
| Q3 24 | 12.6% | 28.0% | ||
| Q2 24 | 4.8% | 15.5% | ||
| Q1 24 | 15.7% | 43.7% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 2.4% | 0.0% | ||
| Q4 24 | 0.9% | 0.4% | ||
| Q3 24 | 0.7% | 0.1% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.3% | 0.5% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 0.72× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | -6.27× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.26× | ||
| Q2 24 | — | 2.81× | ||
| Q1 24 | — | 5.64× |
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% |
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
