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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $121.1M, roughly 1.2× Porch Group, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -3.9%, a 8.0% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 16.2%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% 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.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
ARLO vs PRCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $121.1M |
| Net Profit | $5.8M | $-4.7M |
| Gross Margin | 46.4% | 52.7% |
| Operating Margin | 3.3% | 34.7% |
| Net Margin | 4.1% | -3.9% |
| Revenue YoY | 16.2% | 100.0% |
| Net Profit YoY | 218.6% | 2.0% |
| EPS (diluted) | $0.06 | $-0.04 |
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 | — | $121.1M | ||
| Q4 25 | $141.3M | $112.3M | ||
| Q3 25 | $139.5M | $115.1M | ||
| Q2 25 | $129.4M | $107.0M | ||
| Q1 25 | $119.1M | $84.5M | ||
| Q4 24 | $121.6M | $75.3M | ||
| Q3 24 | $137.7M | $77.7M | ||
| Q2 24 | $127.4M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $5.8M | $-3.5M | ||
| Q3 25 | $6.9M | $-10.9M | ||
| Q2 25 | $3.1M | $2.6M | ||
| Q1 25 | $-835.0K | $8.4M | ||
| Q4 24 | $-4.9M | $30.5M | ||
| Q3 24 | $-4.4M | $14.4M | ||
| Q2 24 | $-11.6M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | 46.4% | 99.5% | ||
| Q3 25 | 40.5% | 75.6% | ||
| Q2 25 | 44.9% | 70.9% | ||
| Q1 25 | 44.3% | 77.4% | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 35.2% | 79.4% | ||
| Q2 24 | 36.8% | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | 3.3% | 14.7% | ||
| Q3 25 | 0.6% | 14.2% | ||
| Q2 25 | 1.5% | 4.7% | ||
| Q1 25 | -1.2% | -1.5% | ||
| Q4 24 | -5.0% | 33.3% | ||
| Q3 24 | -4.0% | -3.2% | ||
| Q2 24 | -10.0% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 4.1% | -3.1% | ||
| Q3 25 | 4.9% | -9.4% | ||
| Q2 25 | 2.4% | 2.4% | ||
| Q1 25 | -0.7% | 9.9% | ||
| Q4 24 | -4.0% | 40.5% | ||
| Q3 24 | -3.2% | 18.5% | ||
| Q2 24 | -9.1% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.06 | $0.00 | ||
| Q3 25 | $0.06 | $-0.10 | ||
| Q2 25 | $0.03 | $0.00 | ||
| Q1 25 | $-0.01 | $0.07 | ||
| Q4 24 | $-0.05 | $0.34 | ||
| Q3 24 | $-0.04 | $0.12 | ||
| Q2 24 | $-0.12 | $-0.65 |
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 | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $127.8M | $26.3M |
| Total Assets | $310.5M | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $146.4M | $57.3M | ||
| Q3 25 | $86.0M | $85.0M | ||
| Q2 25 | $71.2M | $79.8M | ||
| Q1 25 | $84.0M | $70.4M | ||
| Q4 24 | $82.0M | $191.7M | ||
| Q3 24 | $77.0M | $238.6M | ||
| Q2 24 | $62.9M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $127.8M | $-24.6M | ||
| Q3 25 | $129.2M | $-27.9M | ||
| Q2 25 | $118.3M | $-29.3M | ||
| Q1 25 | $103.4M | $-52.4M | ||
| Q4 24 | $100.9M | $-43.2M | ||
| Q3 24 | $96.9M | $-77.0M | ||
| Q2 24 | $99.3M | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $310.5M | $797.4M | ||
| Q3 25 | $350.9M | $787.7M | ||
| Q2 25 | $319.7M | $770.7M | ||
| Q1 25 | $296.6M | $802.3M | ||
| Q4 24 | $298.4M | $814.0M | ||
| Q3 24 | $312.4M | $867.3M | ||
| Q2 24 | $295.8M | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $1.2M | ||
| Q3 25 | $19.2M | $40.8M | ||
| Q2 25 | $8.8M | $35.6M | ||
| Q1 25 | $30.9M | $-11.2M | ||
| Q4 24 | $6.7M | $-26.6M | ||
| Q3 24 | $18.4M | $12.4M | ||
| Q2 24 | $6.5M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1M | ||
| Q3 25 | — | $40.7M | ||
| Q2 25 | — | $35.4M | ||
| Q1 25 | $28.1M | $-11.2M | ||
| Q4 24 | $5.6M | $-26.8M | ||
| Q3 24 | $17.4M | $12.2M | ||
| Q2 24 | $6.2M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | 23.6% | -13.3% | ||
| Q4 24 | 4.6% | -35.6% | ||
| Q3 24 | 12.6% | 15.7% | ||
| Q2 24 | 4.8% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | 2.4% | 0.1% | ||
| Q4 24 | 0.9% | 0.3% | ||
| Q3 24 | 0.7% | 0.3% | ||
| Q2 24 | 0.2% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | 13.79× | ||
| Q1 25 | — | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| Q2 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% |
PRCH
Segment breakdown not available.
