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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and PARK NATIONAL CORP (PRK). Click either name above to swap in a different company.
PARK NATIONAL CORP is the larger business by last-quarter revenue ($168.3M vs $141.3M, roughly 1.2× Arlo Technologies, Inc.). PARK NATIONAL CORP runs the higher net margin — 25.3% vs 4.1%, a 21.3% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 2.2%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 4.9%).
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.
National Retail Systems, Inc. (NRS) includes Keystone Freight Corp. & National Retail Transportation, Inc. (NRT). NRS is an asset based 3PL founded in 1952. It is headquartered in Lyndhurst, New Jersey, United States.
ARLO vs PRK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $168.3M |
| Net Profit | $5.8M | $42.6M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 25.3% |
| Revenue YoY | 16.2% | 2.2% |
| Net Profit YoY | 218.6% | 10.4% |
| EPS (diluted) | $0.06 | $2.62 |
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 | $168.3M | ||
| Q3 25 | $139.5M | $169.5M | ||
| Q2 25 | $129.4M | $168.7M | ||
| Q1 25 | $119.1M | $157.9M | ||
| Q4 24 | $121.6M | $164.7M | ||
| Q3 24 | $137.7M | $170.3M | ||
| Q2 24 | $127.4M | $157.7M | ||
| Q1 24 | $124.2M | $152.8M |
| Q4 25 | $5.8M | $42.6M | ||
| Q3 25 | $6.9M | $47.2M | ||
| Q2 25 | $3.1M | $48.1M | ||
| Q1 25 | $-835.0K | $42.2M | ||
| Q4 24 | $-4.9M | $38.6M | ||
| Q3 24 | $-4.4M | $38.2M | ||
| Q2 24 | $-11.6M | $39.4M | ||
| Q1 24 | $-9.6M | $35.2M |
| 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% | — | ||
| Q3 25 | 0.6% | 34.3% | ||
| Q2 25 | 1.5% | 35.2% | ||
| Q1 25 | -1.2% | 32.4% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -4.0% | 27.4% | ||
| Q2 24 | -10.0% | 30.6% | ||
| Q1 24 | -8.5% | 27.8% |
| Q4 25 | 4.1% | 25.3% | ||
| Q3 25 | 4.9% | 27.8% | ||
| Q2 25 | 2.4% | 28.5% | ||
| Q1 25 | -0.7% | 26.7% | ||
| Q4 24 | -4.0% | 23.5% | ||
| Q3 24 | -3.2% | 22.4% | ||
| Q2 24 | -9.1% | 25.0% | ||
| Q1 24 | -7.8% | 23.0% |
| Q4 25 | $0.06 | $2.62 | ||
| Q3 25 | $0.06 | $2.92 | ||
| Q2 25 | $0.03 | $2.97 | ||
| Q1 25 | $-0.01 | $2.60 | ||
| Q4 24 | $-0.05 | $2.38 | ||
| Q3 24 | $-0.04 | $2.35 | ||
| Q2 24 | $-0.12 | $2.42 | ||
| Q1 24 | $-0.10 | $2.17 |
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 | $233.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.4B |
| Total Assets | $310.5M | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $233.5M | ||
| Q3 25 | $86.0M | $218.9M | ||
| Q2 25 | $71.2M | $193.1M | ||
| Q1 25 | $84.0M | $237.6M | ||
| Q4 24 | $82.0M | $160.6M | ||
| Q3 24 | $77.0M | $201.7M | ||
| Q2 24 | $62.9M | $261.5M | ||
| Q1 24 | $62.1M | $306.1M |
| Q4 25 | $127.8M | $1.4B | ||
| Q3 25 | $129.2M | $1.3B | ||
| Q2 25 | $118.3M | $1.3B | ||
| Q1 25 | $103.4M | $1.3B | ||
| Q4 24 | $100.9M | $1.2B | ||
| Q3 24 | $96.9M | $1.2B | ||
| Q2 24 | $99.3M | $1.2B | ||
| Q1 24 | $99.9M | $1.2B |
| Q4 25 | $310.5M | $9.8B | ||
| Q3 25 | $350.9M | $9.9B | ||
| Q2 25 | $319.7M | $9.9B | ||
| Q1 25 | $296.6M | $9.9B | ||
| Q4 24 | $298.4M | $9.8B | ||
| Q3 24 | $312.4M | $9.9B | ||
| Q2 24 | $295.8M | $9.9B | ||
| Q1 24 | $289.8M | $9.9B |
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 | $198.3M |
| Free Cash FlowOCF − Capex | — | $191.9M |
| FCF MarginFCF / Revenue | — | 114.1% |
| Capex IntensityCapex / Revenue | — | 3.8% |
| Cash ConversionOCF / Net Profit | 3.43× | 4.65× |
| TTM Free Cash FlowTrailing 4 quarters | — | $328.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $198.3M | ||
| Q3 25 | $19.2M | $52.6M | ||
| Q2 25 | $8.8M | $49.7M | ||
| Q1 25 | $30.9M | $37.9M | ||
| Q4 24 | $6.7M | $178.8M | ||
| Q3 24 | $18.4M | $43.8M | ||
| Q2 24 | $6.5M | $50.9M | ||
| Q1 24 | $19.8M | $35.0M |
| Q4 25 | — | $191.9M | ||
| Q3 25 | — | $51.1M | ||
| Q2 25 | — | $48.4M | ||
| Q1 25 | $28.1M | $36.8M | ||
| Q4 24 | $5.6M | $169.7M | ||
| Q3 24 | $17.4M | $41.7M | ||
| Q2 24 | $6.2M | $49.0M | ||
| Q1 24 | $19.4M | $31.9M |
| Q4 25 | — | 114.1% | ||
| Q3 25 | — | 30.1% | ||
| Q2 25 | — | 28.7% | ||
| Q1 25 | 23.6% | 23.3% | ||
| Q4 24 | 4.6% | 103.0% | ||
| Q3 24 | 12.6% | 24.5% | ||
| Q2 24 | 4.8% | 31.1% | ||
| Q1 24 | 15.7% | 20.8% |
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | 2.4% | 0.7% | ||
| Q4 24 | 0.9% | 5.6% | ||
| Q3 24 | 0.7% | 1.2% | ||
| Q2 24 | 0.2% | 1.2% | ||
| Q1 24 | 0.3% | 2.1% |
| Q4 25 | 3.43× | 4.65× | ||
| Q3 25 | 2.79× | 1.11× | ||
| Q2 25 | 2.83× | 1.03× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | 4.63× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.29× | ||
| Q1 24 | — | 0.99× |
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% |
PRK
Segment breakdown not available.
