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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
ONE Group Hospitality, Inc. is the larger business by last-quarter revenue ($207.0M vs $141.3M, roughly 1.5× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -3.1%, a 7.2% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -6.7%). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% 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.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
ARLO vs STKS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $207.0M |
| Net Profit | $5.8M | $-6.4M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 2.2% |
| Net Margin | 4.1% | -3.1% |
| Revenue YoY | 16.2% | -6.7% |
| Net Profit YoY | 218.6% | -531.8% |
| EPS (diluted) | $0.06 | $-0.50 |
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 | $207.0M | ||
| Q3 25 | $139.5M | $180.2M | ||
| Q2 25 | $129.4M | $207.4M | ||
| Q1 25 | $119.1M | $211.1M | ||
| Q4 24 | $121.6M | $221.9M | ||
| Q3 24 | $137.7M | $194.0M | ||
| Q2 24 | $127.4M | $172.5M | ||
| Q1 24 | $124.2M | $85.0M |
| Q4 25 | $5.8M | $-6.4M | ||
| Q3 25 | $6.9M | $-76.7M | ||
| Q2 25 | $3.1M | $-10.1M | ||
| Q1 25 | $-835.0K | $975.0K | ||
| Q4 24 | $-4.9M | $1.5M | ||
| Q3 24 | $-4.4M | $-9.3M | ||
| Q2 24 | $-11.6M | $-7.3M | ||
| Q1 24 | $-9.6M | $-2.1M |
| 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% | 2.2% | ||
| Q3 25 | 0.6% | -4.4% | ||
| Q2 25 | 1.5% | 0.3% | ||
| Q1 25 | -1.2% | 5.1% | ||
| Q4 24 | -5.0% | 5.5% | ||
| Q3 24 | -4.0% | -1.9% | ||
| Q2 24 | -10.0% | 0.6% | ||
| Q1 24 | -8.5% | -0.7% |
| Q4 25 | 4.1% | -3.1% | ||
| Q3 25 | 4.9% | -42.6% | ||
| Q2 25 | 2.4% | -4.9% | ||
| Q1 25 | -0.7% | 0.5% | ||
| Q4 24 | -4.0% | 0.7% | ||
| Q3 24 | -3.2% | -4.8% | ||
| Q2 24 | -9.1% | -4.3% | ||
| Q1 24 | -7.8% | -2.4% |
| Q4 25 | $0.06 | $-0.50 | ||
| Q3 25 | $0.06 | $-2.75 | ||
| Q2 25 | $0.03 | $-0.59 | ||
| Q1 25 | $-0.01 | $-0.21 | ||
| Q4 24 | $-0.05 | $-0.18 | ||
| Q3 24 | $-0.04 | $-0.53 | ||
| Q2 24 | $-0.12 | $-0.38 | ||
| Q1 24 | $-0.10 | $-0.07 |
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 | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $127.8M | $-75.8M |
| Total Assets | $310.5M | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $4.2M | ||
| Q3 25 | $86.0M | $5.5M | ||
| Q2 25 | $71.2M | $4.7M | ||
| Q1 25 | $84.0M | $21.4M | ||
| Q4 24 | $82.0M | $27.6M | ||
| Q3 24 | $77.0M | $28.2M | ||
| Q2 24 | $62.9M | $32.2M | ||
| Q1 24 | $62.1M | $15.4M |
| Q4 25 | — | $354.2M | ||
| Q3 25 | — | $355.0M | ||
| Q2 25 | — | $347.4M | ||
| Q1 25 | — | $348.3M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M | ||
| Q1 24 | — | $73.5M |
| Q4 25 | $127.8M | $-75.8M | ||
| Q3 25 | $129.2M | $-61.5M | ||
| Q2 25 | $118.3M | $23.0M | ||
| Q1 25 | $103.4M | $40.5M | ||
| Q4 24 | $100.9M | $45.9M | ||
| Q3 24 | $96.9M | $51.4M | ||
| Q2 24 | $99.3M | $68.1M | ||
| Q1 24 | $99.9M | $68.3M |
| Q4 25 | $310.5M | $884.2M | ||
| Q3 25 | $350.9M | $879.5M | ||
| Q2 25 | $319.7M | $935.7M | ||
| Q1 25 | $296.6M | $956.0M | ||
| Q4 24 | $298.4M | $960.1M | ||
| Q3 24 | $312.4M | $953.5M | ||
| Q2 24 | $295.8M | $945.9M | ||
| Q1 24 | $289.8M | $309.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.07× | ||
| Q1 25 | — | 8.61× | ||
| Q4 24 | — | 7.59× | ||
| Q3 24 | — | 6.79× | ||
| Q2 24 | — | 5.14× | ||
| Q1 24 | — | 1.08× |
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 | $13.1M |
| Free Cash FlowOCF − Capex | — | $-329.0K |
| FCF MarginFCF / Revenue | — | -0.2% |
| Capex IntensityCapex / Revenue | — | 6.5% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $13.1M | ||
| Q3 25 | $19.2M | $5.9M | ||
| Q2 25 | $8.8M | $2.8M | ||
| Q1 25 | $30.9M | $8.5M | ||
| Q4 24 | $6.7M | $18.5M | ||
| Q3 24 | $18.4M | $19.1M | ||
| Q2 24 | $6.5M | $-3.8M | ||
| Q1 24 | $19.8M | $10.4M |
| Q4 25 | — | $-329.0K | ||
| Q3 25 | — | $-6.1M | ||
| Q2 25 | — | $-15.0M | ||
| Q1 25 | $28.1M | $-5.8M | ||
| Q4 24 | $5.6M | $733.0K | ||
| Q3 24 | $17.4M | $287.0K | ||
| Q2 24 | $6.2M | $-23.0M | ||
| Q1 24 | $19.4M | $-5.4M |
| Q4 25 | — | -0.2% | ||
| Q3 25 | — | -3.4% | ||
| Q2 25 | — | -7.2% | ||
| Q1 25 | 23.6% | -2.7% | ||
| Q4 24 | 4.6% | 0.3% | ||
| Q3 24 | 12.6% | 0.1% | ||
| Q2 24 | 4.8% | -13.3% | ||
| Q1 24 | 15.7% | -6.4% |
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | 2.4% | 6.8% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 0.7% | 9.7% | ||
| Q2 24 | 0.2% | 11.1% | ||
| Q1 24 | 0.3% | 18.6% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | 8.76× | ||
| Q4 24 | — | 12.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
