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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Pacira BioSciences, Inc. (PCRX). Click either name above to swap in a different company.
Pacira BioSciences, Inc. is the larger business by last-quarter revenue ($177.4M vs $141.3M, roughly 1.3× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 1.6%, a 2.4% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 5.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -0.2%).
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.
Pacira BioSciences, Inc. is a specialty pharmaceutical company focused on developing and commercializing non-opioid pain management solutions. Its core product line targets post-surgical pain relief for patients, serving hospitals, ambulatory surgery centers and other healthcare providers primarily in the U.S., with ongoing expansion efforts in select international markets.
ARLO vs PCRX — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $177.4M |
| Net Profit | $5.8M | $2.9M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 3.9% |
| Net Margin | 4.1% | 1.6% |
| Revenue YoY | 16.2% | 5.0% |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | $0.07 |
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.
| Q1 26 | — | $177.4M | ||
| Q4 25 | $141.3M | $196.9M | ||
| Q3 25 | $139.5M | $179.5M | ||
| Q2 25 | $129.4M | $181.1M | ||
| Q1 25 | $119.1M | $168.9M | ||
| Q4 24 | $121.6M | $187.3M | ||
| Q3 24 | $137.7M | $168.6M | ||
| Q2 24 | $127.4M | $178.0M |
| Q1 26 | — | $2.9M | ||
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $5.4M | ||
| Q2 25 | $3.1M | $-4.8M | ||
| Q1 25 | $-835.0K | $4.8M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $-143.5M | ||
| Q2 24 | $-11.6M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | 46.4% | 79.5% | ||
| Q3 25 | 40.5% | 80.9% | ||
| Q2 25 | 44.9% | 77.4% | ||
| Q1 25 | 44.3% | 79.7% | ||
| Q4 24 | 36.9% | 78.7% | ||
| Q3 24 | 35.2% | 76.9% | ||
| Q2 24 | 36.8% | 75.1% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 3.3% | 1.2% | ||
| Q3 25 | 0.6% | 3.5% | ||
| Q2 25 | 1.5% | 4.7% | ||
| Q1 25 | -1.2% | 1.2% | ||
| Q4 24 | -5.0% | 13.2% | ||
| Q3 24 | -4.0% | -82.8% | ||
| Q2 24 | -10.0% | 15.9% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | 3.0% | ||
| Q2 25 | 2.4% | -2.7% | ||
| Q1 25 | -0.7% | 2.8% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | -85.1% | ||
| Q2 24 | -9.1% | 10.6% |
| Q1 26 | — | $0.07 | ||
| Q4 25 | $0.06 | $0.05 | ||
| Q3 25 | $0.06 | $0.12 | ||
| Q2 25 | $0.03 | $-0.11 | ||
| Q1 25 | $-0.01 | $0.10 | ||
| Q4 24 | $-0.05 | $0.38 | ||
| Q3 24 | $-0.04 | $-3.11 | ||
| Q2 24 | $-0.12 | $0.39 |
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 | $144.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $653.9M |
| Total Assets | $310.5M | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $144.3M | ||
| Q4 25 | $146.4M | $238.4M | ||
| Q3 25 | $86.0M | $246.3M | ||
| Q2 25 | $71.2M | $445.9M | ||
| Q1 25 | $84.0M | $493.6M | ||
| Q4 24 | $82.0M | $484.6M | ||
| Q3 24 | $77.0M | $453.8M | ||
| Q2 24 | $62.9M | $404.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $372.2M | ||
| Q3 25 | — | $376.7M | ||
| Q2 25 | — | $580.5M | ||
| Q1 25 | — | $583.4M | ||
| Q4 24 | — | $585.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $653.9M | ||
| Q4 25 | $127.8M | $693.1M | ||
| Q3 25 | $129.2M | $727.2M | ||
| Q2 25 | $118.3M | $757.8M | ||
| Q1 25 | $103.4M | $798.5M | ||
| Q4 24 | $100.9M | $778.3M | ||
| Q3 24 | $96.9M | $749.6M | ||
| Q2 24 | $99.3M | $879.3M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $310.5M | $1.3B | ||
| Q3 25 | $350.9M | $1.3B | ||
| Q2 25 | $319.7M | $1.5B | ||
| Q1 25 | $296.6M | $1.6B | ||
| Q4 24 | $298.4M | $1.6B | ||
| Q3 24 | $312.4M | $1.5B | ||
| Q2 24 | $295.8M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $43.7M | ||
| Q3 25 | $19.2M | $60.8M | ||
| Q2 25 | $8.8M | $12.0M | ||
| Q1 25 | $30.9M | $35.5M | ||
| Q4 24 | $6.7M | $33.1M | ||
| Q3 24 | $18.4M | $53.9M | ||
| Q2 24 | $6.5M | $53.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $43.5M | ||
| Q3 25 | — | $57.0M | ||
| Q2 25 | — | $9.3M | ||
| Q1 25 | $28.1M | $26.9M | ||
| Q4 24 | $5.6M | $31.0M | ||
| Q3 24 | $17.4M | $49.8M | ||
| Q2 24 | $6.2M | $51.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 5.1% | ||
| Q1 25 | 23.6% | 15.9% | ||
| Q4 24 | 4.6% | 16.6% | ||
| Q3 24 | 12.6% | 29.6% | ||
| Q2 24 | 4.8% | 29.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | 2.4% | 5.1% | ||
| Q4 24 | 0.9% | 1.1% | ||
| Q3 24 | 0.7% | 2.4% | ||
| Q2 24 | 0.2% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 11.20× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | 7.37× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.82× |
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% |
PCRX
| EXPAREL | $143.3M | 81% |
| ZILRETTA | $26.8M | 15% |
| iovera° | $6.2M | 3% |
| Bupivacaine liposome injectable suspension | $1.2M | 1% |
