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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and SunOpta Inc. (STKL). Click either name above to swap in a different company.
SunOpta Inc. is the larger business by last-quarter revenue ($205.4M vs $141.3M, roughly 1.5× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 0.4%, a 3.7% gap on every dollar of revenue. On growth, SunOpta Inc. posted the faster year-over-year revenue change (16.6% vs 16.2%). Over the past eight quarters, SunOpta Inc.'s revenue compounded faster (7.4% 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.
SunOpta, Inc. is a multi-national food and mineral company headquartered in Eden Prairie, Minnesota and founded in 1973 in Canada.
ARLO vs STKL — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $205.4M |
| Net Profit | $5.8M | $816.0K |
| Gross Margin | 46.4% | 12.4% |
| Operating Margin | 3.3% | 3.3% |
| Net Margin | 4.1% | 0.4% |
| Revenue YoY | 16.2% | 16.6% |
| Net Profit YoY | 218.6% | 113.1% |
| EPS (diluted) | $0.06 | $0.01 |
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 | — | ||
| Q3 25 | $139.5M | $205.4M | ||
| Q2 25 | $129.4M | $191.5M | ||
| Q1 25 | $119.1M | $201.6M | ||
| Q4 24 | $121.6M | $193.9M | ||
| Q3 24 | $137.7M | $175.9M | ||
| Q2 24 | $127.4M | $169.5M | ||
| Q1 24 | $124.2M | $184.4M |
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $816.0K | ||
| Q2 25 | $3.1M | $4.4M | ||
| Q1 25 | $-835.0K | $4.8M | ||
| Q4 24 | $-4.9M | $-8.7M | ||
| Q3 24 | $-4.4M | $-6.2M | ||
| Q2 24 | $-11.6M | $-5.3M | ||
| Q1 24 | $-9.6M | $2.9M |
| Q4 25 | 46.4% | — | ||
| Q3 25 | 40.5% | 12.4% | ||
| Q2 25 | 44.9% | 14.8% | ||
| Q1 25 | 44.3% | 15.0% | ||
| Q4 24 | 36.9% | 10.9% | ||
| Q3 24 | 35.2% | 13.0% | ||
| Q2 24 | 36.8% | 12.5% | ||
| Q1 24 | 38.1% | 16.8% |
| Q4 25 | 3.3% | — | ||
| Q3 25 | 0.6% | 3.3% | ||
| Q2 25 | 1.5% | 5.5% | ||
| Q1 25 | -1.2% | 5.2% | ||
| Q4 24 | -5.0% | 1.4% | ||
| Q3 24 | -4.0% | 0.5% | ||
| Q2 24 | -10.0% | 1.2% | ||
| Q1 24 | -8.5% | 5.5% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | 0.4% | ||
| Q2 25 | 2.4% | 2.3% | ||
| Q1 25 | -0.7% | 2.4% | ||
| Q4 24 | -4.0% | -4.5% | ||
| Q3 24 | -3.2% | -3.5% | ||
| Q2 24 | -9.1% | -3.1% | ||
| Q1 24 | -7.8% | 1.6% |
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | $0.01 | ||
| Q2 25 | $0.03 | $0.03 | ||
| Q1 25 | $-0.01 | $0.04 | ||
| Q4 24 | $-0.05 | $-0.08 | ||
| Q3 24 | $-0.04 | $-0.05 | ||
| Q2 24 | $-0.12 | $-0.04 | ||
| Q1 24 | $-0.10 | $0.02 |
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 | $2.2M |
| Total DebtLower is stronger | — | $250.8M |
| Stockholders' EquityBook value | $127.8M | $162.8M |
| Total Assets | $310.5M | $694.1M |
| Debt / EquityLower = less leverage | — | 1.54× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | $2.2M | ||
| Q2 25 | $71.2M | $2.2M | ||
| Q1 25 | $84.0M | $2.3M | ||
| Q4 24 | $82.0M | $1.6M | ||
| Q3 24 | $77.0M | $2.9M | ||
| Q2 24 | $62.9M | $3.2M | ||
| Q1 24 | $62.1M | $1.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $250.8M | ||
| Q2 25 | — | $263.3M | ||
| Q1 25 | — | $260.6M | ||
| Q4 24 | — | $265.2M | ||
| Q3 24 | — | $289.9M | ||
| Q2 24 | — | $303.1M | ||
| Q1 24 | — | $258.8M |
| Q4 25 | $127.8M | — | ||
| Q3 25 | $129.2M | $162.8M | ||
| Q2 25 | $118.3M | $159.8M | ||
| Q1 25 | $103.4M | $154.8M | ||
| Q4 24 | $100.9M | $148.6M | ||
| Q3 24 | $96.9M | $155.0M | ||
| Q2 24 | $99.3M | $158.8M | ||
| Q1 24 | $99.9M | $163.6M |
| Q4 25 | $310.5M | — | ||
| Q3 25 | $350.9M | $694.1M | ||
| Q2 25 | $319.7M | $704.9M | ||
| Q1 25 | $296.6M | $690.7M | ||
| Q4 24 | $298.4M | $668.5M | ||
| Q3 24 | $312.4M | $699.3M | ||
| Q2 24 | $295.8M | $704.7M | ||
| Q1 24 | $289.8M | $671.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.54× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | 1.91× | ||
| Q1 24 | — | 1.58× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | — | $12.1M |
| FCF MarginFCF / Revenue | — | 5.9% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | 3.43× | 20.03× |
| TTM Free Cash FlowTrailing 4 quarters | — | $36.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | — | ||
| Q3 25 | $19.2M | $16.3M | ||
| Q2 25 | $8.8M | $-4.5M | ||
| Q1 25 | $30.9M | $22.3M | ||
| Q4 24 | $6.7M | $33.1M | ||
| Q3 24 | $18.4M | $17.2M | ||
| Q2 24 | $6.5M | $-5.6M | ||
| Q1 24 | $19.8M | $5.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | $12.1M | ||
| Q2 25 | — | $-9.2M | ||
| Q1 25 | $28.1M | $9.5M | ||
| Q4 24 | $5.6M | $24.0M | ||
| Q3 24 | $17.4M | $11.7M | ||
| Q2 24 | $6.2M | $-15.3M | ||
| Q1 24 | $19.4M | $-2.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | -4.8% | ||
| Q1 25 | 23.6% | 4.7% | ||
| Q4 24 | 4.6% | 12.4% | ||
| Q3 24 | 12.6% | 6.6% | ||
| Q2 24 | 4.8% | -9.0% | ||
| Q1 24 | 15.7% | -1.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | 2.4% | 6.3% | ||
| Q4 24 | 0.9% | 4.7% | ||
| Q3 24 | 0.7% | 3.2% | ||
| Q2 24 | 0.2% | 5.7% | ||
| Q1 24 | 0.3% | 4.1% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 20.03× | ||
| Q2 25 | 2.83× | -1.03× | ||
| Q1 25 | — | 4.63× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.83× |
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% |
STKL
| Beverages And Broths | $161.4M | 79% |
| Fruit Snacks | $40.9M | 20% |
| Ingredients | $3.1M | 2% |
