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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
SIMMONS FIRST NATIONAL CORP is the larger business by last-quarter revenue ($197.3M vs $141.3M, roughly 1.4× Arlo Technologies, Inc.). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs 16.2%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 0.6%).
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.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
ARLO vs SFNC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $197.3M |
| Net Profit | $5.8M | — |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | — |
| Revenue YoY | 16.2% | 19.6% |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | $0.36 |
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 | $197.3M | ||
| Q3 25 | $139.5M | $186.7M | ||
| Q2 25 | $129.4M | $214.2M | ||
| Q1 25 | $119.1M | $209.6M | ||
| Q4 24 | $121.6M | $208.5M | ||
| Q3 24 | $137.7M | $174.8M | ||
| Q2 24 | $127.4M | $197.2M | ||
| Q1 24 | $124.2M | $195.1M |
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $-562.8M | ||
| Q2 25 | $3.1M | $54.8M | ||
| Q1 25 | $-835.0K | $32.4M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $24.7M | ||
| Q2 24 | $-11.6M | $40.8M | ||
| Q1 24 | $-9.6M | $38.9M |
| 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% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -4.0% | — | ||
| Q2 24 | -10.0% | — | ||
| Q1 24 | -8.5% | — |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | -301.5% | ||
| Q2 25 | 2.4% | 25.6% | ||
| Q1 25 | -0.7% | 15.5% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | 14.1% | ||
| Q2 24 | -9.1% | 20.7% | ||
| Q1 24 | -7.8% | 19.9% |
| Q4 25 | $0.06 | $0.36 | ||
| Q3 25 | $0.06 | $-4.00 | ||
| Q2 25 | $0.03 | $0.43 | ||
| Q1 25 | $-0.01 | $0.26 | ||
| Q4 24 | $-0.05 | $0.38 | ||
| Q3 24 | $-0.04 | $0.20 | ||
| Q2 24 | $-0.12 | $0.32 | ||
| Q1 24 | $-0.10 | $0.31 |
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 | — |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $127.8M | $3.4B |
| Total Assets | $310.5M | $24.5B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $71.2M | — | ||
| Q1 25 | $84.0M | — | ||
| Q4 24 | $82.0M | — | ||
| Q3 24 | $77.0M | — | ||
| Q2 24 | $62.9M | — | ||
| Q1 24 | $62.1M | — |
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $127.8M | $3.4B | ||
| Q3 25 | $129.2M | $3.4B | ||
| Q2 25 | $118.3M | $3.5B | ||
| Q1 25 | $103.4M | $3.5B | ||
| Q4 24 | $100.9M | $3.5B | ||
| Q3 24 | $96.9M | $3.5B | ||
| Q2 24 | $99.3M | $3.5B | ||
| Q1 24 | $99.9M | $3.4B |
| Q4 25 | $310.5M | $24.5B | ||
| Q3 25 | $350.9M | $24.2B | ||
| Q2 25 | $319.7M | $26.7B | ||
| Q1 25 | $296.6M | $26.8B | ||
| Q4 24 | $298.4M | $26.9B | ||
| Q3 24 | $312.4M | $27.3B | ||
| Q2 24 | $295.8M | $27.4B | ||
| Q1 24 | $289.8M | $27.4B |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | — | 0.36× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | — | $411.4M |
| FCF MarginFCF / Revenue | — | 208.5% |
| Capex IntensityCapex / Revenue | — | 19.3% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $449.5M | ||
| Q3 25 | $19.2M | $223.4M | ||
| Q2 25 | $8.8M | $77.6M | ||
| Q1 25 | $30.9M | $32.8M | ||
| Q4 24 | $6.7M | $425.9M | ||
| Q3 24 | $18.4M | $199.4M | ||
| Q2 24 | $6.5M | $86.1M | ||
| Q1 24 | $19.8M | $57.6M |
| Q4 25 | — | $411.4M | ||
| Q3 25 | — | $216.7M | ||
| Q2 25 | — | $66.3M | ||
| Q1 25 | $28.1M | $22.6M | ||
| Q4 24 | $5.6M | $380.4M | ||
| Q3 24 | $17.4M | $187.7M | ||
| Q2 24 | $6.2M | $72.7M | ||
| Q1 24 | $19.4M | $47.7M |
| Q4 25 | — | 208.5% | ||
| Q3 25 | — | 116.1% | ||
| Q2 25 | — | 31.0% | ||
| Q1 25 | 23.6% | 10.8% | ||
| Q4 24 | 4.6% | 182.5% | ||
| Q3 24 | 12.6% | 107.4% | ||
| Q2 24 | 4.8% | 36.9% | ||
| Q1 24 | 15.7% | 24.5% |
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | 2.4% | 4.8% | ||
| Q4 24 | 0.9% | 21.8% | ||
| Q3 24 | 0.7% | 6.7% | ||
| Q2 24 | 0.2% | 6.8% | ||
| Q1 24 | 0.3% | 5.0% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | 1.42× | ||
| Q1 25 | — | 1.01× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.06× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 1.48× |
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% |
SFNC
Segment breakdown not available.
