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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Tecnoglass Inc. (TGLS). Click either name above to swap in a different company.
Tecnoglass Inc. is the larger business by last-quarter revenue ($245.3M vs $141.3M, roughly 1.7× Arlo Technologies, Inc.). Tecnoglass Inc. runs the higher net margin — 10.6% vs 4.1%, a 6.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 2.4%). Over the past eight quarters, Tecnoglass Inc.'s revenue compounded faster (12.8% 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.
Tecnoglass Inc. is a leading manufacturer of high-performance architectural glass, aluminum windows, doors, and associated building components. It primarily caters to residential and commercial construction sectors across North America and Latin America, offering custom, energy-efficient solutions for new construction and renovation projects.
ARLO vs TGLS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $245.3M |
| Net Profit | $5.8M | $26.1M |
| Gross Margin | 46.4% | 40.0% |
| Operating Margin | 3.3% | 18.3% |
| Net Margin | 4.1% | 10.6% |
| Revenue YoY | 16.2% | 2.4% |
| Net Profit YoY | 218.6% | -44.5% |
| EPS (diluted) | $0.06 | $0.57 |
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 | $245.3M | ||
| Q3 25 | $139.5M | $260.5M | ||
| Q2 25 | $129.4M | $255.5M | ||
| Q1 25 | $119.1M | $222.3M | ||
| Q4 24 | $121.6M | $239.6M | ||
| Q3 24 | $137.7M | $238.3M | ||
| Q2 24 | $127.4M | $219.7M | ||
| Q1 24 | $124.2M | $192.6M |
| Q4 25 | $5.8M | $26.1M | ||
| Q3 25 | $6.9M | $47.2M | ||
| Q2 25 | $3.1M | $44.1M | ||
| Q1 25 | $-835.0K | $42.2M | ||
| Q4 24 | $-4.9M | $47.0M | ||
| Q3 24 | $-4.4M | $49.5M | ||
| Q2 24 | $-11.6M | $35.0M | ||
| Q1 24 | $-9.6M | $29.7M |
| Q4 25 | 46.4% | 40.0% | ||
| Q3 25 | 40.5% | 42.7% | ||
| Q2 25 | 44.9% | 44.7% | ||
| Q1 25 | 44.3% | 43.9% | ||
| Q4 24 | 36.9% | 44.5% | ||
| Q3 24 | 35.2% | 45.8% | ||
| Q2 24 | 36.8% | 40.8% | ||
| Q1 24 | 38.1% | 38.8% |
| Q4 25 | 3.3% | 18.3% | ||
| Q3 25 | 0.6% | 25.1% | ||
| Q2 25 | 1.5% | 24.0% | ||
| Q1 25 | -1.2% | 26.7% | ||
| Q4 24 | -5.0% | 28.0% | ||
| Q3 24 | -4.0% | 28.4% | ||
| Q2 24 | -10.0% | 23.3% | ||
| Q1 24 | -8.5% | 21.3% |
| Q4 25 | 4.1% | 10.6% | ||
| Q3 25 | 4.9% | 18.1% | ||
| Q2 25 | 2.4% | 17.3% | ||
| Q1 25 | -0.7% | 19.0% | ||
| Q4 24 | -4.0% | 19.6% | ||
| Q3 24 | -3.2% | 20.8% | ||
| Q2 24 | -9.1% | 15.9% | ||
| Q1 24 | -7.8% | 15.4% |
| Q4 25 | $0.06 | $0.57 | ||
| Q3 25 | $0.06 | $1.01 | ||
| Q2 25 | $0.03 | $0.94 | ||
| Q1 25 | $-0.01 | $0.90 | ||
| Q4 24 | $-0.05 | $1.00 | ||
| Q3 24 | $-0.04 | $1.05 | ||
| Q2 24 | $-0.12 | $0.75 | ||
| Q1 24 | $-0.10 | $0.63 |
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 | $104.1M |
| Total DebtLower is stronger | — | $174.4M |
| Stockholders' EquityBook value | $127.8M | $713.1M |
| Total Assets | $310.5M | $1.3B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $104.1M | ||
| Q3 25 | $86.0M | $127.1M | ||
| Q2 25 | $71.2M | $140.9M | ||
| Q1 25 | $84.0M | $160.2M | ||
| Q4 24 | $82.0M | $137.5M | ||
| Q3 24 | $77.0M | $124.8M | ||
| Q2 24 | $62.9M | $129.5M | ||
| Q1 24 | $62.1M | $138.8M |
| Q4 25 | — | $174.4M | ||
| Q3 25 | — | $114.7M | ||
| Q2 25 | — | $110.6M | ||
| Q1 25 | — | $110.6M | ||
| Q4 24 | — | $111.1M | ||
| Q3 24 | — | $126.8M | ||
| Q2 24 | — | $144.7M | ||
| Q1 24 | — | $160.9M |
| Q4 25 | $127.8M | $713.1M | ||
| Q3 25 | $129.2M | $764.0M | ||
| Q2 25 | $118.3M | $736.0M | ||
| Q1 25 | $103.4M | $685.1M | ||
| Q4 24 | $100.9M | $631.2M | ||
| Q3 24 | $96.9M | $613.3M | ||
| Q2 24 | $99.3M | $574.8M | ||
| Q1 24 | $99.9M | $573.6M |
| Q4 25 | $310.5M | $1.3B | ||
| Q3 25 | $350.9M | $1.2B | ||
| Q2 25 | $319.7M | $1.2B | ||
| Q1 25 | $296.6M | $1.1B | ||
| Q4 24 | $298.4M | $1.0B | ||
| Q3 24 | $312.4M | $996.3M | ||
| Q2 24 | $295.8M | $942.5M | ||
| Q1 24 | $289.8M | $981.6M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.25× | ||
| Q1 24 | — | 0.28× |
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 | $31.0M |
| Free Cash FlowOCF − Capex | — | $11.4M |
| FCF MarginFCF / Revenue | — | 4.7% |
| Capex IntensityCapex / Revenue | — | 8.0% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.19× |
| TTM Free Cash FlowTrailing 4 quarters | — | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $31.0M | ||
| Q3 25 | $19.2M | $40.0M | ||
| Q2 25 | $8.8M | $17.9M | ||
| Q1 25 | $30.9M | $46.9M | ||
| Q4 24 | $6.7M | $61.1M | ||
| Q3 24 | $18.4M | $41.5M | ||
| Q2 24 | $6.5M | $34.5M | ||
| Q1 24 | $19.8M | $33.4M |
| Q4 25 | — | $11.4M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $-14.7M | ||
| Q1 25 | $28.1M | $16.5M | ||
| Q4 24 | $5.6M | $35.4M | ||
| Q3 24 | $17.4M | $17.8M | ||
| Q2 24 | $6.2M | $14.2M | ||
| Q1 24 | $19.4M | $23.6M |
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | -5.7% | ||
| Q1 25 | 23.6% | 7.4% | ||
| Q4 24 | 4.6% | 14.8% | ||
| Q3 24 | 12.6% | 7.5% | ||
| Q2 24 | 4.8% | 6.5% | ||
| Q1 24 | 15.7% | 12.2% |
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | 2.4% | 13.7% | ||
| Q4 24 | 0.9% | 10.7% | ||
| Q3 24 | 0.7% | 9.9% | ||
| Q2 24 | 0.2% | 9.2% | ||
| Q1 24 | 0.3% | 5.1% |
| Q4 25 | 3.43× | 1.19× | ||
| Q3 25 | 2.79× | 0.85× | ||
| Q2 25 | 2.83× | 0.41× | ||
| Q1 25 | — | 1.11× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 1.13× |
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% |
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
