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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and ONESPAWORLD HOLDINGS Ltd (OSW). Click either name above to swap in a different company.
ONESPAWORLD HOLDINGS Ltd is the larger business by last-quarter revenue ($242.1M vs $141.3M, roughly 1.7× Arlo Technologies, Inc.). ONESPAWORLD HOLDINGS Ltd runs the higher net margin — 5.0% vs 4.1%, a 0.9% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 11.5%). Over the past eight quarters, ONESPAWORLD HOLDINGS Ltd's revenue compounded faster (7.1% CAGR vs 6.7%).
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.
ARLO vs OSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $242.1M |
| Net Profit | $5.8M | $12.1M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 6.8% |
| Net Margin | 4.1% | 5.0% |
| Revenue YoY | 16.2% | 11.5% |
| Net Profit YoY | 218.6% | -16.2% |
| EPS (diluted) | $0.06 | $0.12 |
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 | $242.1M | ||
| Q3 25 | $139.5M | $258.5M | ||
| Q2 25 | $129.4M | $240.7M | ||
| Q1 25 | $119.1M | $219.6M | ||
| Q4 24 | $121.6M | $217.2M | ||
| Q3 24 | $137.7M | $241.7M | ||
| Q2 24 | $127.4M | $224.9M | ||
| Q1 24 | $124.2M | $211.2M |
| Q4 25 | $5.8M | $12.1M | ||
| Q3 25 | $6.9M | $24.3M | ||
| Q2 25 | $3.1M | $19.9M | ||
| Q1 25 | $-835.0K | $15.3M | ||
| Q4 24 | $-4.9M | $14.4M | ||
| Q3 24 | $-4.4M | $21.6M | ||
| Q2 24 | $-11.6M | $15.8M | ||
| Q1 24 | $-9.6M | $21.2M |
| 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% | 6.8% | ||
| Q3 25 | 0.6% | 10.2% | ||
| Q2 25 | 1.5% | 9.2% | ||
| Q1 25 | -1.2% | 7.7% | ||
| Q4 24 | -5.0% | 7.9% | ||
| Q3 24 | -4.0% | 10.3% | ||
| Q2 24 | -10.0% | 8.4% | ||
| Q1 24 | -8.5% | 8.0% |
| Q4 25 | 4.1% | 5.0% | ||
| Q3 25 | 4.9% | 9.4% | ||
| Q2 25 | 2.4% | 8.3% | ||
| Q1 25 | -0.7% | 7.0% | ||
| Q4 24 | -4.0% | 6.6% | ||
| Q3 24 | -3.2% | 8.9% | ||
| Q2 24 | -9.1% | 7.0% | ||
| Q1 24 | -7.8% | 10.0% |
| Q4 25 | $0.06 | $0.12 | ||
| Q3 25 | $0.06 | $0.23 | ||
| Q2 25 | $0.03 | $0.19 | ||
| Q1 25 | $-0.01 | $0.15 | ||
| Q4 24 | $-0.05 | $0.13 | ||
| Q3 24 | $-0.04 | $0.20 | ||
| Q2 24 | $-0.12 | $0.15 | ||
| Q1 24 | $-0.10 | $0.21 |
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 | $16.3M |
| Total DebtLower is stronger | — | $84.0M |
| Stockholders' EquityBook value | $127.8M | $542.6M |
| Total Assets | $310.5M | $707.1M |
| Debt / EquityLower = less leverage | — | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $16.3M | ||
| Q3 25 | $86.0M | $29.6M | ||
| Q2 25 | $71.2M | $35.0M | ||
| Q1 25 | $84.0M | $22.6M | ||
| Q4 24 | $82.0M | $57.4M | ||
| Q3 24 | $77.0M | $48.8M | ||
| Q2 24 | $62.9M | $62.5M | ||
| Q1 24 | $62.1M | $65.4M |
| Q4 25 | — | $84.0M | ||
| Q3 25 | — | $85.2M | ||
| Q2 25 | — | $96.2M | ||
| Q1 25 | — | $97.4M | ||
| Q4 24 | — | $98.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | — | $123.8M | ||
| Q1 24 | — | $138.6M |
| Q4 25 | $127.8M | $542.6M | ||
| Q3 25 | $129.2M | $552.8M | ||
| Q2 25 | $118.3M | $548.3M | ||
| Q1 25 | $103.4M | $530.6M | ||
| Q4 24 | $100.9M | $554.5M | ||
| Q3 24 | $96.9M | $540.1M | ||
| Q2 24 | $99.3M | $532.7M | ||
| Q1 24 | $99.9M | $515.5M |
| Q4 25 | $310.5M | $707.1M | ||
| Q3 25 | $350.9M | $732.6M | ||
| Q2 25 | $319.7M | $731.8M | ||
| Q1 25 | $296.6M | $708.7M | ||
| Q4 24 | $298.4M | $746.4M | ||
| Q3 24 | $312.4M | $734.0M | ||
| Q2 24 | $295.8M | $756.8M | ||
| Q1 24 | $289.8M | $763.6M |
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.18× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.27× |
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 | $20.0M |
| Free Cash FlowOCF − Capex | — | $14.9M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | — | $68.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $20.0M | ||
| Q3 25 | $19.2M | $33.2M | ||
| Q2 25 | $8.8M | $20.3M | ||
| Q1 25 | $30.9M | $10.1M | ||
| Q4 24 | $6.7M | $16.6M | ||
| Q3 24 | $18.4M | $28.6M | ||
| Q2 24 | $6.5M | $18.7M | ||
| Q1 24 | $19.8M | $15.0M |
| Q4 25 | — | $14.9M | ||
| Q3 25 | — | $27.6M | ||
| Q2 25 | — | $17.6M | ||
| Q1 25 | $28.1M | $8.4M | ||
| Q4 24 | $5.6M | $13.2M | ||
| Q3 24 | $17.4M | $27.5M | ||
| Q2 24 | $6.2M | $17.6M | ||
| Q1 24 | $19.4M | $13.7M |
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | 23.6% | 3.8% | ||
| Q4 24 | 4.6% | 6.1% | ||
| Q3 24 | 12.6% | 11.4% | ||
| Q2 24 | 4.8% | 7.8% | ||
| Q1 24 | 15.7% | 6.5% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | 2.4% | 0.8% | ||
| Q4 24 | 0.9% | 1.5% | ||
| Q3 24 | 0.7% | 0.5% | ||
| Q2 24 | 0.2% | 0.5% | ||
| Q1 24 | 0.3% | 0.6% |
| Q4 25 | 3.43× | 1.65× | ||
| Q3 25 | 2.79× | 1.36× | ||
| Q2 25 | 2.83× | 1.02× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 1.15× | ||
| Q3 24 | — | 1.33× | ||
| Q2 24 | — | 1.19× | ||
| Q1 24 | — | 0.71× |
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% |
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
