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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Ranpak Holdings Corp. (PACK). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $93.7M, roughly 1.5× Ranpak Holdings Corp.). On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 2.3%). Over the past eight quarters, Ranpak Holdings Corp.'s revenue compounded faster (13.7% 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.
Ranpak Holdings Corp. manufactures machines and paper products used in protective paper-based packing for shipping goods and merchandise for e-commerce and industry, along with automation solutions. The company is based in Concord, Ohio, and has production facilities and offices in Reno, Nevada; Kansas City, Missouri; the Netherlands; Czech Republic; Shanghai and Singapore. The paper packaging material can be used for multiple applications like wrapping, cushioning, void fill and cold chain p...
ARLO vs PACK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $93.7M |
| Net Profit | $5.8M | — |
| Gross Margin | 46.4% | 39.0% |
| Operating Margin | 3.3% | -1.0% |
| Net Margin | 4.1% | — |
| Revenue YoY | 16.2% | 2.3% |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | $-0.11 |
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 | $93.7M | ||
| Q3 25 | $139.5M | $83.6M | ||
| Q2 25 | $129.4M | $77.8M | ||
| Q1 25 | $119.1M | $77.6M | ||
| Q4 24 | $121.6M | $91.6M | ||
| Q3 24 | $137.7M | $78.6M | ||
| Q2 24 | $127.4M | $72.8M | ||
| Q1 24 | $124.2M | $72.5M |
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $-10.4M | ||
| Q2 25 | $3.1M | $-7.5M | ||
| Q1 25 | $-835.0K | $-10.9M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $-8.1M | ||
| Q2 24 | $-11.6M | $5.5M | ||
| Q1 24 | $-9.6M | $-8.1M |
| Q4 25 | 46.4% | 39.0% | ||
| Q3 25 | 40.5% | 41.1% | ||
| Q2 25 | 44.9% | 37.1% | ||
| Q1 25 | 44.3% | 39.8% | ||
| Q4 24 | 36.9% | 45.2% | ||
| Q3 24 | 35.2% | 43.8% | ||
| Q2 24 | 36.8% | 43.5% | ||
| Q1 24 | 38.1% | 44.6% |
| Q4 25 | 3.3% | -1.0% | ||
| Q3 25 | 0.6% | -6.8% | ||
| Q2 25 | 1.5% | -12.5% | ||
| Q1 25 | -1.2% | -10.3% | ||
| Q4 24 | -5.0% | 1.5% | ||
| Q3 24 | -4.0% | -5.3% | ||
| Q2 24 | -10.0% | -7.1% | ||
| Q1 24 | -8.5% | -6.6% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | -12.4% | ||
| Q2 25 | 2.4% | -9.6% | ||
| Q1 25 | -0.7% | -14.0% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | -10.3% | ||
| Q2 24 | -9.1% | 7.6% | ||
| Q1 24 | -7.8% | -11.2% |
| Q4 25 | $0.06 | $-0.11 | ||
| Q3 25 | $0.06 | $-0.12 | ||
| Q2 25 | $0.03 | $-0.09 | ||
| Q1 25 | $-0.01 | $-0.13 | ||
| Q4 24 | $-0.05 | $-0.13 | ||
| Q3 24 | $-0.04 | $-0.10 | ||
| Q2 24 | $-0.12 | $0.07 | ||
| Q1 24 | $-0.10 | $-0.10 |
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 | $63.0M |
| Total DebtLower is stronger | — | $401.9M |
| Stockholders' EquityBook value | $127.8M | $534.9M |
| Total Assets | $310.5M | $1.1B |
| Debt / EquityLower = less leverage | — | 0.75× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $63.0M | ||
| Q3 25 | $86.0M | $49.9M | ||
| Q2 25 | $71.2M | $49.2M | ||
| Q1 25 | $84.0M | $65.5M | ||
| Q4 24 | $82.0M | $76.1M | ||
| Q3 24 | $77.0M | $69.5M | ||
| Q2 24 | $62.9M | $65.1M | ||
| Q1 24 | $62.1M | $55.1M |
| Q4 25 | — | $401.9M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | — | $403.1M | ||
| Q1 25 | — | $405.2M | ||
| Q4 24 | — | $406.4M | ||
| Q3 24 | — | $403.2M | ||
| Q2 24 | — | $396.1M | ||
| Q1 24 | — | $396.7M |
| Q4 25 | $127.8M | $534.9M | ||
| Q3 25 | $129.2M | $537.8M | ||
| Q2 25 | $118.3M | $539.0M | ||
| Q1 25 | $103.4M | $544.1M | ||
| Q4 24 | $100.9M | $548.1M | ||
| Q3 24 | $96.9M | $564.3M | ||
| Q2 24 | $99.3M | $566.2M | ||
| Q1 24 | $99.9M | $560.0M |
| Q4 25 | $310.5M | $1.1B | ||
| Q3 25 | $350.9M | $1.1B | ||
| Q2 25 | $319.7M | $1.1B | ||
| Q1 25 | $296.6M | $1.1B | ||
| Q4 24 | $298.4M | $1.1B | ||
| Q3 24 | $312.4M | $1.1B | ||
| Q2 24 | $295.8M | $1.1B | ||
| Q1 24 | $289.8M | $1.1B |
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.71× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.71× |
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 | $19.5M |
| 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.
| Q4 25 | $19.8M | $19.5M | ||
| Q3 25 | $19.2M | $8.5M | ||
| Q2 25 | $8.8M | $-3.6M | ||
| Q1 25 | $30.9M | $-1.3M | ||
| Q4 24 | $6.7M | $6.5M | ||
| Q3 24 | $18.4M | $10.1M | ||
| Q2 24 | $6.5M | $19.6M | ||
| Q1 24 | $19.8M | $5.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | — | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.3% | — |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.56× | ||
| 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% |
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
