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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $141.3M, roughly 1.4× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 2.2%, a 1.8% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 5.2%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
ARLO vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $200.5M |
| Net Profit | $5.8M | $4.5M |
| Gross Margin | 46.4% | 32.2% |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 2.2% |
| Revenue YoY | 16.2% | 5.2% |
| Net Profit YoY | 218.6% | 421.4% |
| EPS (diluted) | $0.06 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $141.3M | $201.5M | ||
| Q3 25 | $139.5M | $216.0M | ||
| Q2 25 | $129.4M | $202.8M | ||
| Q1 25 | $119.1M | $190.5M | ||
| Q4 24 | $121.6M | $192.2M | ||
| Q3 24 | $137.7M | $210.3M | ||
| Q2 24 | $127.4M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $5.8M | $4.6M | ||
| Q3 25 | $6.9M | $8.6M | ||
| Q2 25 | $3.1M | $-73.6M | ||
| Q1 25 | $-835.0K | $-1.4M | ||
| Q4 24 | $-4.9M | $-500.0K | ||
| Q3 24 | $-4.4M | $10.7M | ||
| Q2 24 | $-11.6M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 46.4% | 31.5% | ||
| Q3 25 | 40.5% | 33.5% | ||
| Q2 25 | 44.9% | 31.6% | ||
| Q1 25 | 44.3% | 29.9% | ||
| Q4 24 | 36.9% | 32.1% | ||
| Q3 24 | 35.2% | 35.2% | ||
| Q2 24 | 36.8% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 3.5% | ||
| Q3 25 | 0.6% | 7.3% | ||
| Q2 25 | 1.5% | -33.3% | ||
| Q1 25 | -1.2% | -0.2% | ||
| Q4 24 | -5.0% | -6.6% | ||
| Q3 24 | -4.0% | 6.9% | ||
| Q2 24 | -10.0% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.1% | 2.3% | ||
| Q3 25 | 4.9% | 4.0% | ||
| Q2 25 | 2.4% | -36.3% | ||
| Q1 25 | -0.7% | -0.7% | ||
| Q4 24 | -4.0% | -0.3% | ||
| Q3 24 | -3.2% | 5.1% | ||
| Q2 24 | -9.1% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.06 | $0.20 | ||
| Q3 25 | $0.06 | $0.48 | ||
| Q2 25 | $0.03 | $-4.00 | ||
| Q1 25 | $-0.01 | $-0.08 | ||
| Q4 24 | $-0.05 | $-0.04 | ||
| Q3 24 | $-0.04 | $0.58 | ||
| Q2 24 | $-0.12 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.2B |
| Total Assets | $310.5M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $146.4M | $197.0M | ||
| Q3 25 | $86.0M | $167.8M | ||
| Q2 25 | $71.2M | $157.2M | ||
| Q1 25 | $84.0M | $175.6M | ||
| Q4 24 | $82.0M | $159.8M | ||
| Q3 24 | $77.0M | $146.4M | ||
| Q2 24 | $62.9M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $127.8M | $1.2B | ||
| Q3 25 | $129.2M | $1.2B | ||
| Q2 25 | $118.3M | $1.2B | ||
| Q1 25 | $103.4M | $1.3B | ||
| Q4 24 | $100.9M | $1.3B | ||
| Q3 24 | $96.9M | $1.3B | ||
| Q2 24 | $99.3M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $310.5M | $1.4B | ||
| Q3 25 | $350.9M | $1.4B | ||
| Q2 25 | $319.7M | $1.5B | ||
| Q1 25 | $296.6M | $1.5B | ||
| Q4 24 | $298.4M | $1.5B | ||
| Q3 24 | $312.4M | $1.5B | ||
| Q2 24 | $295.8M | $1.5B |
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 | $5.8M |
| Free Cash FlowOCF − Capex | — | $1.1M |
| FCF MarginFCF / Revenue | — | 0.5% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $19.8M | $46.9M | ||
| Q3 25 | $19.2M | $28.9M | ||
| Q2 25 | $8.8M | $13.7M | ||
| Q1 25 | $30.9M | $11.7M | ||
| Q4 24 | $6.7M | $33.7M | ||
| Q3 24 | $18.4M | $42.4M | ||
| Q2 24 | $6.5M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | $28.1M | $2.1M | ||
| Q4 24 | $5.6M | $18.3M | ||
| Q3 24 | $17.4M | $25.2M | ||
| Q2 24 | $6.2M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | 23.6% | 1.1% | ||
| Q4 24 | 4.6% | 9.5% | ||
| Q3 24 | 12.6% | 12.0% | ||
| Q2 24 | 4.8% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | 2.4% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 0.7% | 8.2% | ||
| Q2 24 | 0.2% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 3.43× | 10.20× | ||
| Q3 25 | 2.79× | 3.36× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
Segment breakdown not available.
