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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Target Hospitality Corp. (TH). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $73.5M, roughly 1.9× Target Hospitality Corp.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -20.3%, a 24.4% gap on every dollar of revenue. On growth, Target Hospitality Corp. posted the faster year-over-year revenue change (22.0% vs 16.2%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 0.7%).
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 TH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $73.5M |
| Net Profit | $5.8M | $-14.9M |
| Gross Margin | 46.4% | 9.6% |
| Operating Margin | 3.3% | -22.9% |
| Net Margin | 4.1% | -20.3% |
| Revenue YoY | 16.2% | 22.0% |
| Net Profit YoY | 218.6% | -219.1% |
| EPS (diluted) | $0.06 | $-0.14 |
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 | $73.5M | ||
| Q3 25 | $139.5M | $91.6M | ||
| Q2 25 | $129.4M | $54.9M | ||
| Q1 25 | $119.1M | $54.9M | ||
| Q4 24 | $121.6M | $60.2M | ||
| Q3 24 | $137.7M | $65.8M | ||
| Q2 24 | $127.4M | $67.5M | ||
| Q1 24 | $124.2M | $72.4M |
| Q4 25 | $5.8M | $-14.9M | ||
| Q3 25 | $6.9M | $-795.0K | ||
| Q2 25 | $3.1M | $-14.9M | ||
| Q1 25 | $-835.0K | $-6.5M | ||
| Q4 24 | $-4.9M | $12.5M | ||
| Q3 24 | $-4.4M | $20.0M | ||
| Q2 24 | $-11.6M | $18.4M | ||
| Q1 24 | $-9.6M | $20.4M |
| Q4 25 | 46.4% | 9.6% | ||
| Q3 25 | 40.5% | 19.6% | ||
| Q2 25 | 44.9% | -0.6% | ||
| Q1 25 | 44.3% | 32.7% | ||
| Q4 24 | 36.9% | 61.5% | ||
| Q3 24 | 35.2% | 68.7% | ||
| Q2 24 | 36.8% | 69.4% | ||
| Q1 24 | 38.1% | 67.8% |
| Q4 25 | 3.3% | -22.9% | ||
| Q3 25 | 0.6% | 0.1% | ||
| Q2 25 | 1.5% | -30.8% | ||
| Q1 25 | -1.2% | -2.0% | ||
| Q4 24 | -5.0% | 34.5% | ||
| Q3 24 | -4.0% | 42.5% | ||
| Q2 24 | -10.0% | 43.8% | ||
| Q1 24 | -8.5% | 42.0% |
| Q4 25 | 4.1% | -20.3% | ||
| Q3 25 | 4.9% | -0.9% | ||
| Q2 25 | 2.4% | -27.2% | ||
| Q1 25 | -0.7% | -11.8% | ||
| Q4 24 | -4.0% | 20.8% | ||
| Q3 24 | -3.2% | 30.4% | ||
| Q2 24 | -9.1% | 27.2% | ||
| Q1 24 | -7.8% | 28.2% |
| Q4 25 | $0.06 | $-0.14 | ||
| Q3 25 | $0.06 | $-0.01 | ||
| Q2 25 | $0.03 | $-0.15 | ||
| Q1 25 | $-0.01 | $-0.07 | ||
| Q4 24 | $-0.05 | $0.12 | ||
| Q3 24 | $-0.04 | $0.20 | ||
| Q2 24 | $-0.12 | $0.18 | ||
| Q1 24 | $-0.10 | $0.20 |
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 | $8.3M |
| Total DebtLower is stronger | — | $1.7M |
| Stockholders' EquityBook value | $127.8M | $389.3M |
| Total Assets | $310.5M | $530.2M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $8.3M | ||
| Q3 25 | $86.0M | $30.4M | ||
| Q2 25 | $71.2M | $19.2M | ||
| Q1 25 | $84.0M | $34.5M | ||
| Q4 24 | $82.0M | $190.7M | ||
| Q3 24 | $77.0M | $177.7M | ||
| Q2 24 | $62.9M | $154.3M | ||
| Q1 24 | $62.1M | $124.3M |
| Q4 25 | — | $1.7M | ||
| Q3 25 | — | $2.0M | ||
| Q2 25 | — | $26.3M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | — | $994.0K | ||
| Q2 24 | — | $1.1M | ||
| Q1 24 | — | $179.9M |
| Q4 25 | $127.8M | $389.3M | ||
| Q3 25 | $129.2M | $402.4M | ||
| Q2 25 | $118.3M | $401.3M | ||
| Q1 25 | $103.4M | $415.3M | ||
| Q4 24 | $100.9M | $421.1M | ||
| Q3 24 | $96.9M | $417.6M | ||
| Q2 24 | $99.3M | $397.2M | ||
| Q1 24 | $99.9M | $375.5M |
| Q4 25 | $310.5M | $530.2M | ||
| Q3 25 | $350.9M | $541.2M | ||
| Q2 25 | $319.7M | $533.7M | ||
| Q1 25 | $296.6M | $562.5M | ||
| Q4 24 | $298.4M | $725.8M | ||
| Q3 24 | $312.4M | $709.8M | ||
| Q2 24 | $295.8M | $697.0M | ||
| Q1 24 | $289.8M | $687.2M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.48× |
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 | $5.7M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $5.7M | ||
| Q3 25 | $19.2M | $53.4M | ||
| Q2 25 | $8.8M | $11.1M | ||
| Q1 25 | $30.9M | $3.9M | ||
| Q4 24 | $6.7M | $30.6M | ||
| Q3 24 | $18.4M | $31.4M | ||
| Q2 24 | $6.5M | $39.1M | ||
| Q1 24 | $19.8M | $50.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | $-11.6M | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | — | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | -21.1% | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | 28.2% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.3% | — |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.44× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 2.13× | ||
| Q1 24 | — | 2.48× |
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% |
TH
| Services | $40.9M | 56% |
| Hospitality And Facilities Services South | $32.6M | 44% |
