vs

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

Bigger by revenue
ARLO
ARLO
1.3× larger
ARLO
$141.3M
$109.4M
TCBK
Growing faster (revenue YoY)
ARLO
ARLO
+7.2% gap
ARLO
16.2%
9.0%
TCBK
Higher net margin
TCBK
TCBK
247.6% more per $
TCBK
251.6%
4.1%
ARLO
Faster 2-yr revenue CAGR
ARLO
ARLO
Annualised
ARLO
6.7%
5.4%
TCBK

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ARLO
ARLO
TCBK
TCBK
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.

Revenue
ARLO
ARLO
TCBK
TCBK
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
Net Profit
ARLO
ARLO
TCBK
TCBK
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
Gross Margin
ARLO
ARLO
TCBK
TCBK
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%
Operating Margin
ARLO
ARLO
TCBK
TCBK
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%
Net Margin
ARLO
ARLO
TCBK
TCBK
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%
EPS (diluted)
ARLO
ARLO
TCBK
TCBK
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
ARLO
ARLO
TCBK
TCBK
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.

Cash + ST Investments
ARLO
ARLO
TCBK
TCBK
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
Stockholders' Equity
ARLO
ARLO
TCBK
TCBK
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
Total Assets
ARLO
ARLO
TCBK
TCBK
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
ARLO
ARLO
TCBK
TCBK
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.

Operating Cash Flow
ARLO
ARLO
TCBK
TCBK
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
Free Cash Flow
ARLO
ARLO
TCBK
TCBK
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
FCF Margin
ARLO
ARLO
TCBK
TCBK
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%
Capex Intensity
ARLO
ARLO
TCBK
TCBK
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%
Cash Conversion
ARLO
ARLO
TCBK
TCBK
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
ARLO

Subscriptions And Services$89.4M63%
Products$51.9M37%

TCBK
TCBK

Segment breakdown not available.

Related Comparisons