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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and PennyMac Mortgage Investment Trust (PMT). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $93.6M, roughly 1.5× PennyMac Mortgage Investment Trust). PennyMac Mortgage Investment Trust runs the higher net margin — 56.0% vs 4.1%, a 51.9% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -13.3%). Over the past eight quarters, PennyMac Mortgage Investment Trust's revenue compounded faster (12.3% 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.
PennyMac Mortgage Investment Trust is a U.S.-headquartered real estate investment trust specializing in residential mortgage assets. It invests in performing and non-performing mortgage loans, mortgage-backed securities, and credit risk transfer instruments, operating across investment management and mortgage servicing segments in the U.S. housing market.
ARLO vs PMT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $93.6M |
| Net Profit | $5.8M | $52.4M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 38.6% |
| Net Margin | 4.1% | 56.0% |
| Revenue YoY | 16.2% | -13.3% |
| Net Profit YoY | 218.6% | 12.5% |
| EPS (diluted) | $0.06 | $0.49 |
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 | $93.6M | ||
| Q3 25 | $139.5M | $99.2M | ||
| Q2 25 | $129.4M | $70.2M | ||
| Q1 25 | $119.1M | $44.5M | ||
| Q4 24 | $121.6M | $107.9M | ||
| Q3 24 | $137.7M | $80.9M | ||
| Q2 24 | $127.4M | $71.2M | ||
| Q1 24 | $124.2M | $74.2M |
| Q4 25 | $5.8M | $52.4M | ||
| Q3 25 | $6.9M | $58.3M | ||
| Q2 25 | $3.1M | $7.5M | ||
| Q1 25 | $-835.0K | $9.7M | ||
| Q4 24 | $-4.9M | $46.5M | ||
| Q3 24 | $-4.4M | $41.4M | ||
| Q2 24 | $-11.6M | $25.4M | ||
| Q1 24 | $-9.6M | $47.6M |
| 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% | 38.6% | ||
| Q3 25 | 0.6% | 47.4% | ||
| Q2 25 | 1.5% | 24.2% | ||
| Q1 25 | -1.2% | -14.2% | ||
| Q4 24 | -5.0% | 51.1% | ||
| Q3 24 | -4.0% | 32.8% | ||
| Q2 24 | -10.0% | 40.2% | ||
| Q1 24 | -8.5% | 43.6% |
| Q4 25 | 4.1% | 56.0% | ||
| Q3 25 | 4.9% | 58.7% | ||
| Q2 25 | 2.4% | 10.7% | ||
| Q1 25 | -0.7% | 21.8% | ||
| Q4 24 | -4.0% | 43.1% | ||
| Q3 24 | -3.2% | 51.2% | ||
| Q2 24 | -9.1% | 35.7% | ||
| Q1 24 | -7.8% | 64.2% |
| Q4 25 | $0.06 | $0.49 | ||
| Q3 25 | $0.06 | $0.55 | ||
| Q2 25 | $0.03 | $-0.04 | ||
| Q1 25 | $-0.01 | $-0.01 | ||
| Q4 24 | $-0.05 | $0.45 | ||
| Q3 24 | $-0.04 | $0.36 | ||
| Q2 24 | $-0.12 | $0.17 | ||
| Q1 24 | $-0.10 | $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 | $190.5M |
| Total DebtLower is stronger | — | $1.1B |
| Stockholders' EquityBook value | $127.8M | $1.9B |
| Total Assets | $310.5M | $21.3B |
| Debt / EquityLower = less leverage | — | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $190.5M | ||
| Q3 25 | $86.0M | $181.0M | ||
| Q2 25 | $71.2M | $108.6M | ||
| Q1 25 | $84.0M | $204.2M | ||
| Q4 24 | $82.0M | $103.2M | ||
| Q3 24 | $77.0M | $102.8M | ||
| Q2 24 | $62.9M | $336.3M | ||
| Q1 24 | $62.1M | $343.3M |
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $299.0M | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $968.4M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $5.2B | ||
| Q2 24 | — | $5.4B | ||
| Q1 24 | — | $5.1B |
| Q4 25 | $127.8M | $1.9B | ||
| Q3 25 | $129.2M | $1.9B | ||
| Q2 25 | $118.3M | $1.9B | ||
| Q1 25 | $103.4M | $1.9B | ||
| Q4 24 | $100.9M | $1.9B | ||
| Q3 24 | $96.9M | $1.9B | ||
| Q2 24 | $99.3M | $1.9B | ||
| Q1 24 | $99.9M | $2.0B |
| Q4 25 | $310.5M | $21.3B | ||
| Q3 25 | $350.9M | $18.5B | ||
| Q2 25 | $319.7M | $16.8B | ||
| Q1 25 | $296.6M | $14.9B | ||
| Q4 24 | $298.4M | $14.4B | ||
| Q3 24 | $312.4M | $13.1B | ||
| Q2 24 | $295.8M | $12.1B | ||
| Q1 24 | $289.8M | $12.3B |
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 2.70× | ||
| Q2 24 | — | 2.76× | ||
| Q1 24 | — | 2.60× |
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 | $-7.2B |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.43× | -137.76× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-7.2B | ||
| Q3 25 | $19.2M | $-1.3B | ||
| Q2 25 | $8.8M | $-2.0B | ||
| Q1 25 | $30.9M | $-594.3M | ||
| Q4 24 | $6.7M | $-2.7B | ||
| Q3 24 | $18.4M | $-983.8M | ||
| Q2 24 | $6.5M | $243.8M | ||
| Q1 24 | $19.8M | $-342.4M |
| 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× | -137.76× | ||
| Q3 25 | 2.79× | -22.26× | ||
| Q2 25 | 2.83× | -267.53× | ||
| Q1 25 | — | -61.39× | ||
| Q4 24 | — | -58.08× | ||
| Q3 24 | — | -23.76× | ||
| Q2 24 | — | 9.59× | ||
| Q1 24 | — | -7.19× |
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% |
PMT
| Other | $55.0M | 59% |
| Interest Rate Sensitive Strategies | $31.4M | 34% |
| Correspondent Production | $7.2M | 8% |
