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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and PAMT CORP (PAMT). Click either name above to swap in a different company.
PAMT CORP is the larger business by last-quarter revenue ($141.3M vs $141.3M, roughly 1.0× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -20.7%, a 24.8% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -15.1%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -12.0%).
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 PAMT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $141.3M |
| Net Profit | $5.8M | $-29.3M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -27.0% |
| Net Margin | 4.1% | -20.7% |
| Revenue YoY | 16.2% | -15.1% |
| Net Profit YoY | 218.6% | 7.4% |
| EPS (diluted) | $0.06 | $-1.38 |
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 | $141.3M | ||
| Q3 25 | $139.5M | $150.3M | ||
| Q2 25 | $129.4M | $151.1M | ||
| Q1 25 | $119.1M | $155.3M | ||
| Q4 24 | $121.6M | $166.5M | ||
| Q3 24 | $137.7M | $182.6M | ||
| Q2 24 | $127.4M | $182.9M | ||
| Q1 24 | $124.2M | $182.6M |
| Q4 25 | $5.8M | $-29.3M | ||
| Q3 25 | $6.9M | $-5.6M | ||
| Q2 25 | $3.1M | $-9.6M | ||
| Q1 25 | $-835.0K | $-8.1M | ||
| Q4 24 | $-4.9M | $-31.6M | ||
| Q3 24 | $-4.4M | $2.4M | ||
| Q2 24 | $-11.6M | $-2.9M | ||
| Q1 24 | $-9.6M | $281.0K |
| 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% | -27.0% | ||
| Q3 25 | 0.6% | -3.8% | ||
| Q2 25 | 1.5% | -7.3% | ||
| Q1 25 | -1.2% | -5.9% | ||
| Q4 24 | -5.0% | -22.6% | ||
| Q3 24 | -4.0% | 1.3% | ||
| Q2 24 | -10.0% | -0.4% | ||
| Q1 24 | -8.5% | -0.4% |
| Q4 25 | 4.1% | -20.7% | ||
| Q3 25 | 4.9% | -3.7% | ||
| Q2 25 | 2.4% | -6.4% | ||
| Q1 25 | -0.7% | -5.2% | ||
| Q4 24 | -4.0% | -19.0% | ||
| Q3 24 | -3.2% | 1.3% | ||
| Q2 24 | -9.1% | -1.6% | ||
| Q1 24 | -7.8% | 0.2% |
| Q4 25 | $0.06 | $-1.38 | ||
| Q3 25 | $0.06 | $-0.27 | ||
| Q2 25 | $0.03 | $-0.46 | ||
| Q1 25 | $-0.01 | $-0.37 | ||
| Q4 24 | $-0.05 | $-1.44 | ||
| Q3 24 | $-0.04 | $0.11 | ||
| Q2 24 | $-0.12 | $-0.13 | ||
| 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 | $83.7M |
| Total DebtLower is stronger | — | $333.9M |
| Stockholders' EquityBook value | $127.8M | $210.5M |
| Total Assets | $310.5M | $697.9M |
| Debt / EquityLower = less leverage | — | 1.59× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $83.7M | ||
| Q3 25 | $86.0M | $115.6M | ||
| Q2 25 | $71.2M | $117.3M | ||
| Q1 25 | $84.0M | $102.7M | ||
| Q4 24 | $82.0M | $110.7M | ||
| Q3 24 | $77.0M | $92.3M | ||
| Q2 24 | $62.9M | $114.0M | ||
| Q1 24 | $62.1M | $125.8M |
| Q4 25 | — | $333.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $325.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | $210.5M | ||
| Q3 25 | $129.2M | $239.5M | ||
| Q2 25 | $118.3M | $244.9M | ||
| Q1 25 | $103.4M | $269.6M | ||
| Q4 24 | $100.9M | $277.5M | ||
| Q3 24 | $96.9M | $308.9M | ||
| Q2 24 | $99.3M | $306.7M | ||
| Q1 24 | $99.9M | $314.6M |
| Q4 25 | $310.5M | $697.9M | ||
| Q3 25 | $350.9M | $715.2M | ||
| Q2 25 | $319.7M | $707.9M | ||
| Q1 25 | $296.6M | $712.6M | ||
| Q4 24 | $298.4M | $741.7M | ||
| Q3 24 | $312.4M | $756.7M | ||
| Q2 24 | $295.8M | $733.5M | ||
| Q1 24 | $289.8M | $746.4M |
| Q4 25 | — | 1.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-5.8M |
| Free Cash FlowOCF − Capex | — | $-25.0M |
| FCF MarginFCF / Revenue | — | -17.7% |
| Capex IntensityCapex / Revenue | — | 13.6% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-23.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-5.8M | ||
| Q3 25 | $19.2M | $5.9M | ||
| Q2 25 | $8.8M | $12.2M | ||
| Q1 25 | $30.9M | $5.0M | ||
| Q4 24 | $6.7M | $15.2M | ||
| Q3 24 | $18.4M | $15.5M | ||
| Q2 24 | $6.5M | $18.7M | ||
| Q1 24 | $19.8M | $9.6M |
| Q4 25 | — | $-25.0M | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $5.9M | ||
| Q1 25 | $28.1M | $-6.8M | ||
| Q4 24 | $5.6M | $-39.9M | ||
| Q3 24 | $17.4M | $-33.6M | ||
| Q2 24 | $6.2M | $4.1M | ||
| Q1 24 | $19.4M | $-12.2M |
| Q4 25 | — | -17.7% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | 23.6% | -4.4% | ||
| Q4 24 | 4.6% | -24.0% | ||
| Q3 24 | 12.6% | -18.4% | ||
| Q2 24 | 4.8% | 2.2% | ||
| Q1 24 | 15.7% | -6.7% |
| Q4 25 | — | 13.6% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | 2.4% | 7.6% | ||
| Q4 24 | 0.9% | 33.1% | ||
| Q3 24 | 0.7% | 26.9% | ||
| Q2 24 | 0.2% | 8.0% | ||
| Q1 24 | 0.3% | 12.0% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.44× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 34.11× |
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% |
PAMT
| Freight Transportation Service | $123.1M | 87% |
| Fuel Surcharge | $18.2M | 13% |
