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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $103.6M, roughly 1.4× TACTILE SYSTEMS TECHNOLOGY INC). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs 4.1%, a 6.2% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 16.2%). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% 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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
ARLO vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $103.6M |
| Net Profit | $5.8M | $10.6M |
| Gross Margin | 46.4% | 78.2% |
| Operating Margin | 3.3% | 18.1% |
| Net Margin | 4.1% | 10.3% |
| Revenue YoY | 16.2% | 21.0% |
| Net Profit YoY | 218.6% | 9.4% |
| EPS (diluted) | $0.06 | $0.45 |
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 | $103.6M | ||
| Q3 25 | $139.5M | $85.8M | ||
| Q2 25 | $129.4M | $78.9M | ||
| Q1 25 | $119.1M | $61.3M | ||
| Q4 24 | $121.6M | $85.6M | ||
| Q3 24 | $137.7M | $73.1M | ||
| Q2 24 | $127.4M | $73.2M | ||
| Q1 24 | $124.2M | $61.1M |
| Q4 25 | $5.8M | $10.6M | ||
| Q3 25 | $6.9M | $8.2M | ||
| Q2 25 | $3.1M | $3.2M | ||
| Q1 25 | $-835.0K | $-3.0M | ||
| Q4 24 | $-4.9M | $9.7M | ||
| Q3 24 | $-4.4M | $5.2M | ||
| Q2 24 | $-11.6M | $4.3M | ||
| Q1 24 | $-9.6M | $-2.2M |
| Q4 25 | 46.4% | 78.2% | ||
| Q3 25 | 40.5% | 75.8% | ||
| Q2 25 | 44.9% | 74.5% | ||
| Q1 25 | 44.3% | 74.0% | ||
| Q4 24 | 36.9% | 75.2% | ||
| Q3 24 | 35.2% | 75.0% | ||
| Q2 24 | 36.8% | 73.9% | ||
| Q1 24 | 38.1% | 71.1% |
| Q4 25 | 3.3% | 18.1% | ||
| Q3 25 | 0.6% | 12.8% | ||
| Q2 25 | 1.5% | 5.2% | ||
| Q1 25 | -1.2% | -7.4% | ||
| Q4 24 | -5.0% | 14.6% | ||
| Q3 24 | -4.0% | 9.3% | ||
| Q2 24 | -10.0% | 8.0% | ||
| Q1 24 | -8.5% | -4.9% |
| Q4 25 | 4.1% | 10.3% | ||
| Q3 25 | 4.9% | 9.6% | ||
| Q2 25 | 2.4% | 4.1% | ||
| Q1 25 | -0.7% | -4.9% | ||
| Q4 24 | -4.0% | 11.4% | ||
| Q3 24 | -3.2% | 7.1% | ||
| Q2 24 | -9.1% | 5.9% | ||
| Q1 24 | -7.8% | -3.6% |
| Q4 25 | $0.06 | $0.45 | ||
| Q3 25 | $0.06 | $0.36 | ||
| Q2 25 | $0.03 | $0.14 | ||
| Q1 25 | $-0.01 | $-0.13 | ||
| Q4 24 | $-0.05 | $0.40 | ||
| Q3 24 | $-0.04 | $0.21 | ||
| Q2 24 | $-0.12 | $0.18 | ||
| Q1 24 | $-0.10 | $-0.09 |
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 | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $127.8M | $218.9M |
| Total Assets | $310.5M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $83.4M | ||
| Q3 25 | $86.0M | $66.0M | ||
| Q2 25 | $71.2M | $81.5M | ||
| Q1 25 | $84.0M | $83.6M | ||
| Q4 24 | $82.0M | $94.4M | ||
| Q3 24 | $77.0M | $82.1M | ||
| Q2 24 | $62.9M | $73.6M | ||
| Q1 24 | $62.1M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $127.8M | $218.9M | ||
| Q3 25 | $129.2M | $204.9M | ||
| Q2 25 | $118.3M | $194.9M | ||
| Q1 25 | $103.4M | $205.6M | ||
| Q4 24 | $100.9M | $216.6M | ||
| Q3 24 | $96.9M | $207.9M | ||
| Q2 24 | $99.3M | $200.7M | ||
| Q1 24 | $99.9M | $193.5M |
| Q4 25 | $310.5M | $273.9M | ||
| Q3 25 | $350.9M | $259.2M | ||
| Q2 25 | $319.7M | $273.0M | ||
| Q1 25 | $296.6M | $280.2M | ||
| Q4 24 | $298.4M | $297.9M | ||
| Q3 24 | $312.4M | $287.7M | ||
| Q2 24 | $295.8M | $278.8M | ||
| Q1 24 | $289.8M | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | — | $16.8M |
| FCF MarginFCF / Revenue | — | 16.2% |
| Capex IntensityCapex / Revenue | — | 0.5% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | — | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $17.3M | ||
| Q3 25 | $19.2M | $10.3M | ||
| Q2 25 | $8.8M | $14.8M | ||
| Q1 25 | $30.9M | $417.0K | ||
| Q4 24 | $6.7M | $16.3M | ||
| Q3 24 | $18.4M | $10.3M | ||
| Q2 24 | $6.5M | $13.1M | ||
| Q1 24 | $19.8M | $924.0K |
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $9.2M | ||
| Q2 25 | — | $14.4M | ||
| Q1 25 | $28.1M | $38.0K | ||
| Q4 24 | $5.6M | $15.9M | ||
| Q3 24 | $17.4M | $9.3M | ||
| Q2 24 | $6.2M | $12.6M | ||
| Q1 24 | $19.4M | $442.0K |
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | 23.6% | 0.1% | ||
| Q4 24 | 4.6% | 18.5% | ||
| Q3 24 | 12.6% | 12.7% | ||
| Q2 24 | 4.8% | 17.3% | ||
| Q1 24 | 15.7% | 0.7% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | 2.4% | 0.6% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 0.7% | 1.3% | ||
| Q2 24 | 0.2% | 0.7% | ||
| Q1 24 | 0.3% | 0.8% |
| Q4 25 | 3.43× | 1.63× | ||
| Q3 25 | 2.79× | 1.26× | ||
| Q2 25 | 2.83× | 4.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| 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% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
