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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and TRICO BANCSHARES (TCBK). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $109.4M, roughly 1.3× TRICO BANCSHARES ). TRICO BANCSHARES runs the higher net margin — 251.6% vs 4.1%, a 247.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 9.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 5.4%).
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.
Trico Bancshares is a U.S.-headquartered regional bank holding company operating Tri Counties Bank. It offers a full range of retail and commercial banking services including deposit products, mortgages, small business loans, and wealth management, primarily serving consumers and SMEs in Northern California.
ARLO vs TCBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $141.3M | $109.4M |
| Net Profit | $5.8M | $33.6M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 42.6% |
| Net Margin | 4.1% | 251.6% |
| Revenue YoY | 16.2% | 9.0% |
| Net Profit YoY | 218.6% | 15.8% |
| EPS (diluted) | $0.06 | $1.02 |
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 | $109.4M | ||
| Q3 25 | $139.5M | $107.6M | ||
| Q2 25 | $129.4M | $103.6M | ||
| Q1 25 | $119.1M | $98.6M | ||
| Q4 24 | $121.6M | $100.4M | ||
| Q3 24 | $137.7M | $99.1M | ||
| Q2 24 | $127.4M | $97.9M | ||
| Q1 24 | $124.2M | $98.5M |
| Q4 25 | $5.8M | $33.6M | ||
| Q3 25 | $6.9M | $34.0M | ||
| Q2 25 | $3.1M | $27.5M | ||
| Q1 25 | $-835.0K | $26.4M | ||
| Q4 24 | $-4.9M | $29.0M | ||
| Q3 24 | $-4.4M | $29.1M | ||
| Q2 24 | $-11.6M | $29.0M | ||
| Q1 24 | $-9.6M | $27.7M |
| 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% | 42.6% | ||
| Q3 25 | 0.6% | 43.2% | ||
| Q2 25 | 1.5% | 36.5% | ||
| Q1 25 | -1.2% | 35.8% | ||
| Q4 24 | -5.0% | 38.7% | ||
| Q3 24 | -4.0% | 39.8% | ||
| Q2 24 | -10.0% | 40.0% | ||
| Q1 24 | -8.5% | 38.3% |
| Q4 25 | 4.1% | 251.6% | ||
| Q3 25 | 4.9% | 31.6% | ||
| Q2 25 | 2.4% | 26.6% | ||
| Q1 25 | -0.7% | 26.7% | ||
| Q4 24 | -4.0% | 221.4% | ||
| Q3 24 | -3.2% | 29.3% | ||
| Q2 24 | -9.1% | 29.7% | ||
| Q1 24 | -7.8% | 28.2% |
| Q4 25 | $0.06 | $1.02 | ||
| Q3 25 | $0.06 | $1.04 | ||
| Q2 25 | $0.03 | $0.84 | ||
| Q1 25 | $-0.01 | $0.80 | ||
| Q4 24 | $-0.05 | $0.88 | ||
| Q3 24 | $-0.04 | $0.88 | ||
| Q2 24 | $-0.12 | $0.87 | ||
| Q1 24 | $-0.10 | $0.83 |
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 | $157.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.3B |
| Total Assets | $310.5M | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $157.0M | ||
| Q3 25 | $86.0M | $298.8M | ||
| Q2 25 | $71.2M | $314.3M | ||
| Q1 25 | $84.0M | $308.3M | ||
| Q4 24 | $82.0M | $145.0M | ||
| Q3 24 | $77.0M | $320.1M | ||
| Q2 24 | $62.9M | $206.6M | ||
| Q1 24 | $62.1M | $82.8M |
| Q4 25 | $127.8M | $1.3B | ||
| Q3 25 | $129.2M | $1.3B | ||
| Q2 25 | $118.3M | $1.3B | ||
| Q1 25 | $103.4M | $1.3B | ||
| Q4 24 | $100.9M | $1.2B | ||
| Q3 24 | $96.9M | $1.2B | ||
| Q2 24 | $99.3M | $1.2B | ||
| Q1 24 | $99.9M | $1.2B |
| Q4 25 | $310.5M | $9.8B | ||
| Q3 25 | $350.9M | $9.9B | ||
| Q2 25 | $319.7M | $9.9B | ||
| Q1 25 | $296.6M | $9.8B | ||
| Q4 24 | $298.4M | $9.7B | ||
| Q3 24 | $312.4M | $9.8B | ||
| Q2 24 | $295.8M | $9.7B | ||
| Q1 24 | $289.8M | $9.8B |
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 | $133.3M |
| Free Cash FlowOCF − Capex | — | $127.9M |
| FCF MarginFCF / Revenue | — | 116.9% |
| Capex IntensityCapex / Revenue | — | 4.9% |
| Cash ConversionOCF / Net Profit | 3.43× | 3.96× |
| TTM Free Cash FlowTrailing 4 quarters | — | $222.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $133.3M | ||
| Q3 25 | $19.2M | $45.1M | ||
| Q2 25 | $8.8M | $29.2M | ||
| Q1 25 | $30.9M | $24.5M | ||
| Q4 24 | $6.7M | $109.7M | ||
| Q3 24 | $18.4M | $28.6M | ||
| Q2 24 | $6.5M | $31.8M | ||
| Q1 24 | $19.8M | $25.1M |
| Q4 25 | — | $127.9M | ||
| Q3 25 | — | $43.2M | ||
| Q2 25 | — | $28.2M | ||
| Q1 25 | $28.1M | $22.8M | ||
| Q4 24 | $5.6M | $105.2M | ||
| Q3 24 | $17.4M | $27.3M | ||
| Q2 24 | $6.2M | $30.8M | ||
| Q1 24 | $19.4M | $24.1M |
| Q4 25 | — | 116.9% | ||
| Q3 25 | — | 40.2% | ||
| Q2 25 | — | 27.2% | ||
| Q1 25 | 23.6% | 23.1% | ||
| Q4 24 | 4.6% | 104.8% | ||
| Q3 24 | 12.6% | 27.6% | ||
| Q2 24 | 4.8% | 31.5% | ||
| Q1 24 | 15.7% | 24.4% |
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | 2.4% | 1.7% | ||
| Q4 24 | 0.9% | 4.5% | ||
| Q3 24 | 0.7% | 1.3% | ||
| Q2 24 | 0.2% | 1.0% | ||
| Q1 24 | 0.3% | 1.0% |
| Q4 25 | 3.43× | 3.96× | ||
| Q3 25 | 2.79× | 1.33× | ||
| Q2 25 | 2.83× | 1.06× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 3.78× | ||
| Q3 24 | — | 0.98× | ||
| Q2 24 | — | 1.10× | ||
| Q1 24 | — | 0.90× |
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% |
TCBK
Segment breakdown not available.