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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and OPKO HEALTH, INC. (OPK). Click either name above to swap in a different company.
OPKO HEALTH, INC. is the larger business by last-quarter revenue ($148.5M vs $141.3M, roughly 1.1× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -21.1%, a 25.1% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -19.2%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -7.5%).
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.
OPKO Health, Inc. is a medical test and medication company focused on diagnostics and pharmaceuticals. The company is a publicly traded company on NASDAQ and TASE under the symbol "OPK".
ARLO vs OPK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $148.5M |
| Net Profit | $5.8M | $-31.3M |
| Gross Margin | 46.4% | 43.1% |
| Operating Margin | 3.3% | -25.8% |
| Net Margin | 4.1% | -21.1% |
| Revenue YoY | 16.2% | -19.2% |
| Net Profit YoY | 218.6% | -322.8% |
| EPS (diluted) | $0.06 | $-0.04 |
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 | $148.5M | ||
| Q3 25 | $139.5M | $151.7M | ||
| Q2 25 | $129.4M | $156.8M | ||
| Q1 25 | $119.1M | $150.0M | ||
| Q4 24 | $121.6M | $183.6M | ||
| Q3 24 | $137.7M | $173.6M | ||
| Q2 24 | $127.4M | $182.2M | ||
| Q1 24 | $124.2M | $173.7M |
| Q4 25 | $5.8M | $-31.3M | ||
| Q3 25 | $6.9M | $21.6M | ||
| Q2 25 | $3.1M | $-148.4M | ||
| Q1 25 | $-835.0K | $-67.6M | ||
| Q4 24 | $-4.9M | $14.0M | ||
| Q3 24 | $-4.4M | $24.9M | ||
| Q2 24 | $-11.6M | $-10.3M | ||
| Q1 24 | $-9.6M | $-81.8M |
| Q4 25 | 46.4% | 43.1% | ||
| Q3 25 | 40.5% | 32.9% | ||
| Q2 25 | 44.9% | 31.5% | ||
| Q1 25 | 44.3% | 28.4% | ||
| Q4 24 | 36.9% | 46.1% | ||
| Q3 24 | 35.2% | 23.1% | ||
| Q2 24 | 36.8% | 28.4% | ||
| Q1 24 | 38.1% | 24.2% |
| Q4 25 | 3.3% | -25.8% | ||
| Q3 25 | 0.6% | 31.7% | ||
| Q2 25 | 1.5% | -38.3% | ||
| Q1 25 | -1.2% | -44.8% | ||
| Q4 24 | -5.0% | -18.0% | ||
| Q3 24 | -4.0% | 8.2% | ||
| Q2 24 | -10.0% | -33.9% | ||
| Q1 24 | -8.5% | -41.2% |
| Q4 25 | 4.1% | -21.1% | ||
| Q3 25 | 4.9% | 14.3% | ||
| Q2 25 | 2.4% | -94.7% | ||
| Q1 25 | -0.7% | -45.1% | ||
| Q4 24 | -4.0% | 7.6% | ||
| Q3 24 | -3.2% | 14.3% | ||
| Q2 24 | -9.1% | -5.7% | ||
| Q1 24 | -7.8% | -47.1% |
| Q4 25 | $0.06 | $-0.04 | ||
| Q3 25 | $0.06 | $0.03 | ||
| Q2 25 | $0.03 | $-0.19 | ||
| Q1 25 | $-0.01 | $-0.10 | ||
| Q4 24 | $-0.05 | $0.02 | ||
| Q3 24 | $-0.04 | $0.03 | ||
| Q2 24 | $-0.12 | $-0.01 | ||
| 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 | $364.4M |
| Total DebtLower is stronger | — | $344.0M |
| Stockholders' EquityBook value | $127.8M | $1.3B |
| Total Assets | $310.5M | $1.9B |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $364.4M | ||
| Q3 25 | $86.0M | $412.0M | ||
| Q2 25 | $71.2M | $267.3M | ||
| Q1 25 | $84.0M | $428.8M | ||
| Q4 24 | $82.0M | $426.6M | ||
| Q3 24 | $77.0M | $400.1M | ||
| Q2 24 | $62.9M | $40.6M | ||
| Q1 24 | $62.1M | $75.6M |
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $344.2M | ||
| Q2 25 | — | $343.3M | ||
| Q1 25 | — | $439.2M | ||
| Q4 24 | — | $437.2M | ||
| Q3 24 | — | $441.0M | ||
| Q2 24 | — | $201.9M | ||
| Q1 24 | — | $350.1M |
| Q4 25 | $127.8M | $1.3B | ||
| Q3 25 | $129.2M | $1.3B | ||
| Q2 25 | $118.3M | $1.3B | ||
| Q1 25 | $103.4M | $1.3B | ||
| Q4 24 | $100.9M | $1.4B | ||
| Q3 24 | $96.9M | $1.4B | ||
| Q2 24 | $99.3M | $1.4B | ||
| Q1 24 | $99.9M | $1.3B |
| Q4 25 | $310.5M | $1.9B | ||
| Q3 25 | $350.9M | $2.0B | ||
| Q2 25 | $319.7M | $2.0B | ||
| Q1 25 | $296.6M | $2.1B | ||
| Q4 24 | $298.4M | $2.2B | ||
| Q3 24 | $312.4M | $2.3B | ||
| Q2 24 | $295.8M | $2.0B | ||
| Q1 24 | $289.8M | $2.0B |
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.28× |
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 | $-25.9M |
| Free Cash FlowOCF − Capex | — | $-28.6M |
| FCF MarginFCF / Revenue | — | -19.3% |
| Capex IntensityCapex / Revenue | — | 1.8% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-190.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-25.9M | ||
| Q3 25 | $19.2M | $-34.6M | ||
| Q2 25 | $8.8M | $-83.4M | ||
| Q1 25 | $30.9M | $-34.6M | ||
| Q4 24 | $6.7M | $-44.4M | ||
| Q3 24 | $18.4M | $-77.1M | ||
| Q2 24 | $6.5M | $-26.4M | ||
| Q1 24 | $19.8M | $-35.6M |
| Q4 25 | — | $-28.6M | ||
| Q3 25 | — | $-37.8M | ||
| Q2 25 | — | $-86.7M | ||
| Q1 25 | $28.1M | $-37.7M | ||
| Q4 24 | $5.6M | $-49.8M | ||
| Q3 24 | $17.4M | $-85.0M | ||
| Q2 24 | $6.2M | $-33.7M | ||
| Q1 24 | $19.4M | $-40.0M |
| Q4 25 | — | -19.3% | ||
| Q3 25 | — | -24.9% | ||
| Q2 25 | — | -55.3% | ||
| Q1 25 | 23.6% | -25.2% | ||
| Q4 24 | 4.6% | -27.1% | ||
| Q3 24 | 12.6% | -49.0% | ||
| Q2 24 | 4.8% | -18.5% | ||
| Q1 24 | 15.7% | -23.0% |
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 2.4% | 2.1% | ||
| Q4 24 | 0.9% | 2.9% | ||
| Q3 24 | 0.7% | 4.6% | ||
| Q2 24 | 0.2% | 4.0% | ||
| Q1 24 | 0.3% | 2.6% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | -1.60× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -3.17× | ||
| Q3 24 | — | -3.10× | ||
| 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% |
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |
