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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and RE/MAX Holdings, Inc. (RMAX). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $71.1M, roughly 2.0× RE/MAX Holdings, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 2.0%, a 2.1% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -1.8%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -4.7%).
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.
RE/MAX is an international real estate franchise operating in over 100 countries and territories that, in 2015, had over 100,000 agents in 6,800 offices.
ARLO vs RMAX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $71.1M |
| Net Profit | $5.8M | $1.4M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 13.1% |
| Net Margin | 4.1% | 2.0% |
| Revenue YoY | 16.2% | -1.8% |
| Net Profit YoY | 218.6% | -75.2% |
| EPS (diluted) | $0.06 | — |
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 | $71.1M | ||
| Q3 25 | $139.5M | $73.2M | ||
| Q2 25 | $129.4M | $72.8M | ||
| Q1 25 | $119.1M | $74.5M | ||
| Q4 24 | $121.6M | $72.5M | ||
| Q3 24 | $137.7M | $78.5M | ||
| Q2 24 | $127.4M | $78.5M | ||
| Q1 24 | $124.2M | $78.3M |
| Q4 25 | $5.8M | $1.4M | ||
| Q3 25 | $6.9M | $4.0M | ||
| Q2 25 | $3.1M | $4.7M | ||
| Q1 25 | $-835.0K | $-2.0M | ||
| Q4 24 | $-4.9M | $5.8M | ||
| Q3 24 | $-4.4M | $966.0K | ||
| Q2 24 | $-11.6M | $3.7M | ||
| Q1 24 | $-9.6M | $-3.4M |
| 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% | 13.1% | ||
| Q3 25 | 0.6% | 25.0% | ||
| Q2 25 | 1.5% | 19.3% | ||
| Q1 25 | -1.2% | 7.2% | ||
| Q4 24 | -5.0% | 5.9% | ||
| Q3 24 | -4.0% | 19.4% | ||
| Q2 24 | -10.0% | 20.6% | ||
| Q1 24 | -8.5% | 5.8% |
| Q4 25 | 4.1% | 2.0% | ||
| Q3 25 | 4.9% | 5.4% | ||
| Q2 25 | 2.4% | 6.4% | ||
| Q1 25 | -0.7% | -2.6% | ||
| Q4 24 | -4.0% | 8.0% | ||
| Q3 24 | -3.2% | 1.2% | ||
| Q2 24 | -9.1% | 4.7% | ||
| Q1 24 | -7.8% | -4.3% |
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $-0.01 | — | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.04 | — | ||
| Q2 24 | $-0.12 | — | ||
| Q1 24 | $-0.10 | — |
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 | $118.7M |
| Total DebtLower is stronger | — | $432.2M |
| Stockholders' EquityBook value | $127.8M | $452.4M |
| Total Assets | $310.5M | $582.5M |
| Debt / EquityLower = less leverage | — | 0.96× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $118.7M | ||
| Q3 25 | $86.0M | $107.5M | ||
| Q2 25 | $71.2M | $94.3M | ||
| Q1 25 | $84.0M | $89.1M | ||
| Q4 24 | $82.0M | $96.6M | ||
| Q3 24 | $77.0M | $83.8M | ||
| Q2 24 | $62.9M | $66.1M | ||
| Q1 24 | $62.1M | $82.1M |
| Q4 25 | — | $432.2M | ||
| Q3 25 | — | $433.3M | ||
| Q2 25 | — | $434.4M | ||
| Q1 25 | — | $435.3M | ||
| Q4 24 | — | $436.2M | ||
| Q3 24 | — | $437.2M | ||
| Q2 24 | — | $438.1M | ||
| Q1 24 | — | $439.0M |
| Q4 25 | $127.8M | $452.4M | ||
| Q3 25 | $129.2M | $448.1M | ||
| Q2 25 | $118.3M | $442.4M | ||
| Q1 25 | $103.4M | $433.5M | ||
| Q4 24 | $100.9M | $429.5M | ||
| Q3 24 | $96.9M | $423.1M | ||
| Q2 24 | $99.3M | $418.4M | ||
| Q1 24 | $99.9M | $412.0M |
| Q4 25 | $310.5M | $582.5M | ||
| Q3 25 | $350.9M | $582.2M | ||
| Q2 25 | $319.7M | $574.8M | ||
| Q1 25 | $296.6M | $571.4M | ||
| Q4 24 | $298.4M | $581.6M | ||
| Q3 24 | $312.4M | $578.6M | ||
| Q2 24 | $295.8M | $571.4M | ||
| Q1 24 | $289.8M | $566.7M |
| Q4 25 | — | 0.96× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 1.00× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.05× | ||
| Q1 24 | — | 1.07× |
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 | $40.9M |
| Free Cash FlowOCF − Capex | — | $33.5M |
| FCF MarginFCF / Revenue | — | 47.1% |
| Capex IntensityCapex / Revenue | — | 10.4% |
| Cash ConversionOCF / Net Profit | 3.43× | 28.39× |
| TTM Free Cash FlowTrailing 4 quarters | — | $56.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $40.9M | ||
| Q3 25 | $19.2M | $17.7M | ||
| Q2 25 | $8.8M | $4.6M | ||
| Q1 25 | $30.9M | $5.7M | ||
| Q4 24 | $6.7M | $59.7M | ||
| Q3 24 | $18.4M | $17.6M | ||
| Q2 24 | $6.5M | $15.9M | ||
| Q1 24 | $19.8M | $9.4M |
| Q4 25 | — | $33.5M | ||
| Q3 25 | — | $16.4M | ||
| Q2 25 | — | $2.9M | ||
| Q1 25 | $28.1M | $4.0M | ||
| Q4 24 | $5.6M | $53.0M | ||
| Q3 24 | $17.4M | $16.3M | ||
| Q2 24 | $6.2M | $14.0M | ||
| Q1 24 | $19.4M | $6.8M |
| Q4 25 | — | 47.1% | ||
| Q3 25 | — | 22.4% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | 23.6% | 5.3% | ||
| Q4 24 | 4.6% | 73.2% | ||
| Q3 24 | 12.6% | 20.8% | ||
| Q2 24 | 4.8% | 17.8% | ||
| Q1 24 | 15.7% | 8.6% |
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | 2.4% | 2.3% | ||
| Q4 24 | 0.9% | 9.1% | ||
| Q3 24 | 0.7% | 1.7% | ||
| Q2 24 | 0.2% | 2.4% | ||
| Q1 24 | 0.3% | 3.3% |
| Q4 25 | 3.43× | 28.39× | ||
| Q3 25 | 2.79× | 4.45× | ||
| Q2 25 | 2.83× | 0.97× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 10.28× | ||
| Q3 24 | — | 18.22× | ||
| Q2 24 | — | 4.29× | ||
| Q1 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% |
RMAX
| Franchising Segment | $50.1M | 70% |
| Broker Fees | $13.9M | 20% |
| Annual Dues | $7.4M | 10% |
