vs
Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $141.3M, roughly 1.8× Arlo Technologies, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 16.2%). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% 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.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
ARLO vs PLMR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $253.4M |
| Net Profit | $5.8M | — |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 28.7% |
| Net Margin | 4.1% | — |
| Revenue YoY | 16.2% | 62.7% |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | $2.05 |
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 | $253.4M | ||
| Q3 25 | $139.5M | $244.7M | ||
| Q2 25 | $129.4M | $203.3M | ||
| Q1 25 | $119.1M | $174.6M | ||
| Q4 24 | $121.6M | $155.8M | ||
| Q3 24 | $137.7M | $148.5M | ||
| Q2 24 | $127.4M | $131.1M | ||
| Q1 24 | $124.2M | $118.5M |
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $51.5M | ||
| Q2 25 | $3.1M | $46.5M | ||
| Q1 25 | $-835.0K | $42.9M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $30.5M | ||
| Q2 24 | $-11.6M | $25.7M | ||
| Q1 24 | $-9.6M | $26.4M |
| 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% | 28.7% | ||
| Q3 25 | 0.6% | 27.4% | ||
| Q2 25 | 1.5% | 29.5% | ||
| Q1 25 | -1.2% | 30.8% | ||
| Q4 24 | -5.0% | 28.9% | ||
| Q3 24 | -4.0% | 25.9% | ||
| Q2 24 | -10.0% | 25.5% | ||
| Q1 24 | -8.5% | 29.0% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | 21.0% | ||
| Q2 25 | 2.4% | 22.9% | ||
| Q1 25 | -0.7% | 24.6% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | 20.5% | ||
| Q2 24 | -9.1% | 19.6% | ||
| Q1 24 | -7.8% | 22.3% |
| Q4 25 | $0.06 | $2.05 | ||
| Q3 25 | $0.06 | $1.87 | ||
| Q2 25 | $0.03 | $1.68 | ||
| Q1 25 | $-0.01 | $1.57 | ||
| Q4 24 | $-0.05 | $1.29 | ||
| Q3 24 | $-0.04 | $1.15 | ||
| Q2 24 | $-0.12 | $1.00 | ||
| Q1 24 | $-0.10 | $1.04 |
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 | $106.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $942.7M |
| Total Assets | $310.5M | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $106.9M | ||
| Q3 25 | $86.0M | $111.7M | ||
| Q2 25 | $71.2M | $81.3M | ||
| Q1 25 | $84.0M | $119.3M | ||
| Q4 24 | $82.0M | $80.4M | ||
| Q3 24 | $77.0M | $86.5M | ||
| Q2 24 | $62.9M | $47.8M | ||
| Q1 24 | $62.1M | $61.4M |
| Q4 25 | $127.8M | $942.7M | ||
| Q3 25 | $129.2M | $878.1M | ||
| Q2 25 | $118.3M | $847.2M | ||
| Q1 25 | $103.4M | $790.4M | ||
| Q4 24 | $100.9M | $729.0M | ||
| Q3 24 | $96.9M | $703.3M | ||
| Q2 24 | $99.3M | $532.6M | ||
| Q1 24 | $99.9M | $501.7M |
| Q4 25 | $310.5M | $3.1B | ||
| Q3 25 | $350.9M | $2.9B | ||
| Q2 25 | $319.7M | $2.8B | ||
| Q1 25 | $296.6M | $2.4B | ||
| Q4 24 | $298.4M | $2.3B | ||
| Q3 24 | $312.4M | $2.3B | ||
| Q2 24 | $295.8M | $2.0B | ||
| Q1 24 | $289.8M | $1.9B |
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 | $409.1M |
| Free Cash FlowOCF − Capex | — | $409.0M |
| FCF MarginFCF / Revenue | — | 161.4% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $409.1M | ||
| Q3 25 | $19.2M | $83.6M | ||
| Q2 25 | $8.8M | $120.9M | ||
| Q1 25 | $30.9M | $87.2M | ||
| Q4 24 | $6.7M | $261.2M | ||
| Q3 24 | $18.4M | $100.3M | ||
| Q2 24 | $6.5M | $55.1M | ||
| Q1 24 | $19.8M | $33.1M |
| Q4 25 | — | $409.0M | ||
| Q3 25 | — | $83.6M | ||
| Q2 25 | — | $120.8M | ||
| Q1 25 | $28.1M | $87.1M | ||
| Q4 24 | $5.6M | $260.9M | ||
| Q3 24 | $17.4M | $100.1M | ||
| Q2 24 | $6.2M | — | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | 161.4% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 59.4% | ||
| Q1 25 | 23.6% | 49.9% | ||
| Q4 24 | 4.6% | 167.5% | ||
| Q3 24 | 12.6% | 67.4% | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | 2.4% | 0.0% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 0.7% | 0.1% | ||
| Q2 24 | 0.2% | 0.0% | ||
| Q1 24 | 0.3% | 0.0% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 1.63× | ||
| Q2 25 | 2.83× | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 2.14× | ||
| Q1 24 | — | 1.26× |
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% |
PLMR
Segment breakdown not available.
