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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and PROCEPT BioRobotics Corp (PRCT). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $83.1M, roughly 1.7× PROCEPT BioRobotics Corp). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -38.1%, a 42.1% gap on every dollar of revenue. On growth, PROCEPT BioRobotics Corp posted the faster year-over-year revenue change (20.2% vs 16.2%). Over the past eight quarters, PROCEPT BioRobotics Corp's revenue compounded faster (24.8% 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.
PROCEPT BioRobotics Corp is a medical tech firm developing and commercializing robotic surgical solutions for urological care. Its flagship AquaBeam system provides image-guided minimally invasive therapy for benign prostatic hyperplasia, serving providers and patients across North America, Europe and global markets.
ARLO vs PRCT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $83.1M |
| Net Profit | $5.8M | $-31.6M |
| Gross Margin | 46.4% | 64.9% |
| Operating Margin | 3.3% | -4.1% |
| Net Margin | 4.1% | -38.1% |
| Revenue YoY | 16.2% | 20.2% |
| Net Profit YoY | 218.6% | -27.9% |
| EPS (diluted) | $0.06 | $-0.56 |
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 | — | $83.1M | ||
| Q4 25 | $141.3M | $76.4M | ||
| Q3 25 | $139.5M | $83.3M | ||
| Q2 25 | $129.4M | $79.2M | ||
| Q1 25 | $119.1M | $69.2M | ||
| Q4 24 | $121.6M | $68.2M | ||
| Q3 24 | $137.7M | $58.4M | ||
| Q2 24 | $127.4M | $53.4M |
| Q1 26 | — | $-31.6M | ||
| Q4 25 | $5.8M | $-29.8M | ||
| Q3 25 | $6.9M | $-21.4M | ||
| Q2 25 | $3.1M | $-19.6M | ||
| Q1 25 | $-835.0K | $-24.7M | ||
| Q4 24 | $-4.9M | $-18.9M | ||
| Q3 24 | $-4.4M | $-21.0M | ||
| Q2 24 | $-11.6M | $-25.6M |
| Q1 26 | — | 64.9% | ||
| Q4 25 | 46.4% | 60.6% | ||
| Q3 25 | 40.5% | 64.8% | ||
| Q2 25 | 44.9% | 65.4% | ||
| Q1 25 | 44.3% | 63.9% | ||
| Q4 24 | 36.9% | 64.0% | ||
| Q3 24 | 35.2% | 63.2% | ||
| Q2 24 | 36.8% | 59.0% |
| Q1 26 | — | -4.1% | ||
| Q4 25 | 3.3% | -40.6% | ||
| Q3 25 | 0.6% | -27.8% | ||
| Q2 25 | 1.5% | -28.0% | ||
| Q1 25 | -1.2% | -39.7% | ||
| Q4 24 | -5.0% | -28.9% | ||
| Q3 24 | -4.0% | -38.4% | ||
| Q2 24 | -10.0% | -50.3% |
| Q1 26 | — | -38.1% | ||
| Q4 25 | 4.1% | -39.1% | ||
| Q3 25 | 4.9% | -25.7% | ||
| Q2 25 | 2.4% | -24.7% | ||
| Q1 25 | -0.7% | -35.8% | ||
| Q4 24 | -4.0% | -27.6% | ||
| Q3 24 | -3.2% | -35.9% | ||
| Q2 24 | -9.1% | -48.0% |
| Q1 26 | — | $-0.56 | ||
| Q4 25 | $0.06 | $-0.54 | ||
| Q3 25 | $0.06 | $-0.38 | ||
| Q2 25 | $0.03 | $-0.35 | ||
| Q1 25 | $-0.01 | $-0.45 | ||
| Q4 24 | $-0.05 | $-0.34 | ||
| Q3 24 | $-0.04 | $-0.40 | ||
| Q2 24 | $-0.12 | $-0.50 |
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 | $245.6M |
| Total DebtLower is stronger | — | $51.7M |
| Stockholders' EquityBook value | $127.8M | $347.7M |
| Total Assets | $310.5M | $487.1M |
| Debt / EquityLower = less leverage | — | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $245.6M | ||
| Q4 25 | $146.4M | $286.5M | ||
| Q3 25 | $86.0M | $294.3M | ||
| Q2 25 | $71.2M | $302.7M | ||
| Q1 25 | $84.0M | $316.2M | ||
| Q4 24 | $82.0M | $333.7M | ||
| Q3 24 | $77.0M | $196.8M | ||
| Q2 24 | $62.9M | $214.1M |
| Q1 26 | — | $51.7M | ||
| Q4 25 | — | $51.6M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $51.5M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $51.5M | ||
| Q3 24 | — | $51.4M | ||
| Q2 24 | — | $51.4M |
| Q1 26 | — | $347.7M | ||
| Q4 25 | $127.8M | $365.9M | ||
| Q3 25 | $129.2M | $380.3M | ||
| Q2 25 | $118.3M | $385.8M | ||
| Q1 25 | $103.4M | $389.2M | ||
| Q4 24 | $100.9M | $402.2M | ||
| Q3 24 | $96.9M | $241.2M | ||
| Q2 24 | $99.3M | $251.8M |
| Q1 26 | — | $487.1M | ||
| Q4 25 | $310.5M | $508.1M | ||
| Q3 25 | $350.9M | $511.5M | ||
| Q2 25 | $319.7M | $513.1M | ||
| Q1 25 | $296.6M | $519.4M | ||
| Q4 24 | $298.4M | $534.0M | ||
| Q3 24 | $312.4M | $374.1M | ||
| Q2 24 | $295.8M | $374.4M |
| Q1 26 | — | 0.15× | ||
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.14× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.20× |
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 | $-10.3M | ||
| Q3 25 | $19.2M | $-6.6M | ||
| Q2 25 | $8.8M | $-15.0M | ||
| Q1 25 | $30.9M | $-17.0M | ||
| Q4 24 | $6.7M | $-32.4M | ||
| Q3 24 | $18.4M | $-18.8M | ||
| Q2 24 | $6.5M | $-15.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-12.2M | ||
| Q3 25 | — | $-9.5M | ||
| Q2 25 | — | $-17.8M | ||
| Q1 25 | $28.1M | $-18.8M | ||
| Q4 24 | $5.6M | $-33.6M | ||
| Q3 24 | $17.4M | $-19.0M | ||
| Q2 24 | $6.2M | $-16.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | -15.9% | ||
| Q3 25 | — | -11.4% | ||
| Q2 25 | — | -22.5% | ||
| Q1 25 | 23.6% | -27.2% | ||
| Q4 24 | 4.6% | -49.2% | ||
| Q3 24 | 12.6% | -32.6% | ||
| Q2 24 | 4.8% | -31.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | 2.4% | 2.7% | ||
| Q4 24 | 0.9% | 1.7% | ||
| Q3 24 | 0.7% | 0.4% | ||
| Q2 24 | 0.2% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
PRCT
| Handpieces and other consumables | $43.0M | 52% |
| System sales and rentals | $23.4M | 28% |
| Other | $11.1M | 13% |
| Service | $5.6M | 7% |
