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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $141.3M, roughly 1.6× Arlo Technologies, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 4.1%, a 23.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 9.1%). Over the past eight quarters, STAG Industrial, Inc.'s revenue compounded faster (8.7% 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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
ARLO vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $224.2M |
| Net Profit | $5.8M | $62.0M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 27.6% |
| Revenue YoY | 16.2% | 9.1% |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $141.3M | $220.9M | ||
| Q3 25 | $139.5M | $211.1M | ||
| Q2 25 | $129.4M | $207.6M | ||
| Q1 25 | $119.1M | $205.6M | ||
| Q4 24 | $121.6M | $199.3M | ||
| Q3 24 | $137.7M | $190.7M | ||
| Q2 24 | $127.4M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $5.8M | $83.5M | ||
| Q3 25 | $6.9M | $48.6M | ||
| Q2 25 | $3.1M | $50.0M | ||
| Q1 25 | $-835.0K | $91.4M | ||
| Q4 24 | $-4.9M | $51.0M | ||
| Q3 24 | $-4.4M | $41.9M | ||
| Q2 24 | $-11.6M | $59.8M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | 27.6% | ||
| Q4 25 | 4.1% | 37.8% | ||
| Q3 25 | 4.9% | 23.0% | ||
| Q2 25 | 2.4% | 24.1% | ||
| Q1 25 | -0.7% | 44.5% | ||
| Q4 24 | -4.0% | 25.6% | ||
| Q3 24 | -3.2% | 21.9% | ||
| Q2 24 | -9.1% | 31.5% |
| Q1 26 | — | $0.32 | ||
| 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 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $3.6B |
| Total Assets | $310.5M | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $146.4M | $14.9M | ||
| Q3 25 | $86.0M | $17.3M | ||
| Q2 25 | $71.2M | $15.4M | ||
| Q1 25 | $84.0M | $9.3M | ||
| Q4 24 | $82.0M | $36.3M | ||
| Q3 24 | $77.0M | $70.0M | ||
| Q2 24 | $62.9M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $127.8M | $3.6B | ||
| Q3 25 | $129.2M | $3.4B | ||
| Q2 25 | $118.3M | $3.4B | ||
| Q1 25 | $103.4M | $3.5B | ||
| Q4 24 | $100.9M | $3.5B | ||
| Q3 24 | $96.9M | $3.3B | ||
| Q2 24 | $99.3M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $310.5M | $7.2B | ||
| Q3 25 | $350.9M | $6.9B | ||
| Q2 25 | $319.7M | $6.8B | ||
| Q1 25 | $296.6M | $6.8B | ||
| Q4 24 | $298.4M | $6.8B | ||
| Q3 24 | $312.4M | $6.6B | ||
| Q2 24 | $295.8M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | — | 3.9% |
| 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 | $104.5M | ||
| Q3 25 | $19.2M | $143.5M | ||
| Q2 25 | $8.8M | $111.9M | ||
| Q1 25 | $30.9M | $103.5M | ||
| Q4 24 | $6.7M | $104.9M | ||
| Q3 24 | $18.4M | $128.0M | ||
| Q2 24 | $6.5M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $43.8M | ||
| Q3 25 | — | $95.5M | ||
| Q2 25 | — | $62.3M | ||
| Q1 25 | $28.1M | $57.2M | ||
| Q4 24 | $5.6M | $37.6M | ||
| Q3 24 | $17.4M | $86.7M | ||
| Q2 24 | $6.2M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 45.2% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | 23.6% | 27.8% | ||
| Q4 24 | 4.6% | 18.8% | ||
| Q3 24 | 12.6% | 45.5% | ||
| Q2 24 | 4.8% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 27.4% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | 2.4% | 22.5% | ||
| Q4 24 | 0.9% | 33.8% | ||
| Q3 24 | 0.7% | 21.6% | ||
| Q2 24 | 0.2% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | 1.25× | ||
| Q3 25 | 2.79× | 2.95× | ||
| Q2 25 | 2.83× | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | 2.04× |
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% |
STAG
Segment breakdown not available.
