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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and TOMPKINS FINANCIAL CORP (TMP). Click either name above to swap in a different company.
TOMPKINS FINANCIAL CORP is the larger business by last-quarter revenue ($194.8M vs $141.3M, roughly 1.4× Arlo Technologies, Inc.). TOMPKINS FINANCIAL CORP runs the higher net margin — 49.4% vs 4.1%, a 45.3% gap on every dollar of revenue. On growth, TOMPKINS FINANCIAL CORP posted the faster year-over-year revenue change (152.7% vs 16.2%). Over the past eight quarters, TOMPKINS FINANCIAL CORP's revenue compounded faster (63.6% 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.
Tompkins Financial Corporation is a small, diversified financial services company based in Ithaca, New York. It is the parent of the Tompkins Trust Company, as well as several other banks, an insurance agency, and a wealth management division.
ARLO vs TMP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $194.8M |
| Net Profit | $5.8M | $96.2M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 71.7% |
| Net Margin | 4.1% | 49.4% |
| Revenue YoY | 16.2% | 152.7% |
| Net Profit YoY | 218.6% | 388.9% |
| EPS (diluted) | $0.06 | $6.72 |
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 | $194.8M | ||
| Q3 25 | $139.5M | $87.4M | ||
| Q2 25 | $129.4M | $82.6M | ||
| Q1 25 | $119.1M | $81.7M | ||
| Q4 24 | $121.6M | $77.1M | ||
| Q3 24 | $137.7M | $76.6M | ||
| Q2 24 | $127.4M | $72.7M | ||
| Q1 24 | $124.2M | $72.8M |
| Q4 25 | $5.8M | $96.2M | ||
| Q3 25 | $6.9M | $23.7M | ||
| Q2 25 | $3.1M | $21.5M | ||
| Q1 25 | $-835.0K | $19.7M | ||
| Q4 24 | $-4.9M | $19.7M | ||
| Q3 24 | $-4.4M | $18.6M | ||
| Q2 24 | $-11.6M | $15.7M | ||
| Q1 24 | $-9.6M | $16.9M |
| 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% | 71.7% | ||
| Q3 25 | 0.6% | 35.6% | ||
| Q2 25 | 1.5% | 34.2% | ||
| Q1 25 | -1.2% | 31.6% | ||
| Q4 24 | -5.0% | 33.4% | ||
| Q3 24 | -4.0% | 32.0% | ||
| Q2 24 | -10.0% | 28.3% | ||
| Q1 24 | -8.5% | 30.4% |
| Q4 25 | 4.1% | 49.4% | ||
| Q3 25 | 4.9% | 27.1% | ||
| Q2 25 | 2.4% | 26.0% | ||
| Q1 25 | -0.7% | 24.1% | ||
| Q4 24 | -4.0% | 25.5% | ||
| Q3 24 | -3.2% | 24.3% | ||
| Q2 24 | -9.1% | 21.6% | ||
| Q1 24 | -7.8% | 23.2% |
| Q4 25 | $0.06 | $6.72 | ||
| Q3 25 | $0.06 | $1.65 | ||
| Q2 25 | $0.03 | $1.50 | ||
| Q1 25 | $-0.01 | $1.37 | ||
| Q4 24 | $-0.05 | $1.39 | ||
| Q3 24 | $-0.04 | $1.30 | ||
| Q2 24 | $-0.12 | $1.10 | ||
| Q1 24 | $-0.10 | $1.18 |
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 | $132.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $938.4M |
| Total Assets | $310.5M | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $132.8M | ||
| Q3 25 | $86.0M | $193.5M | ||
| Q2 25 | $71.2M | $212.6M | ||
| Q1 25 | $84.0M | $193.1M | ||
| Q4 24 | $82.0M | $134.4M | ||
| Q3 24 | $77.0M | $132.3M | ||
| Q2 24 | $62.9M | $70.9M | ||
| Q1 24 | $62.1M | $57.1M |
| Q4 25 | $127.8M | $938.4M | ||
| Q3 25 | $129.2M | $788.8M | ||
| Q2 25 | $118.3M | $761.8M | ||
| Q1 25 | $103.4M | $741.4M | ||
| Q4 24 | $100.9M | $713.4M | ||
| Q3 24 | $96.9M | $719.9M | ||
| Q2 24 | $99.3M | $674.6M | ||
| Q1 24 | $99.9M | $667.9M |
| Q4 25 | $310.5M | $8.7B | ||
| Q3 25 | $350.9M | $8.5B | ||
| Q2 25 | $319.7M | $8.4B | ||
| Q1 25 | $296.6M | $8.2B | ||
| Q4 24 | $298.4M | $8.1B | ||
| Q3 24 | $312.4M | $8.0B | ||
| Q2 24 | $295.8M | $7.9B | ||
| Q1 24 | $289.8M | $7.8B |
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 | $38.9M |
| Free Cash FlowOCF − Capex | — | $31.9M |
| FCF MarginFCF / Revenue | — | 16.4% |
| Capex IntensityCapex / Revenue | — | 3.6% |
| Cash ConversionOCF / Net Profit | 3.43× | 0.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $105.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $38.9M | ||
| Q3 25 | $19.2M | $34.9M | ||
| Q2 25 | $8.8M | $18.9M | ||
| Q1 25 | $30.9M | $22.2M | ||
| Q4 24 | $6.7M | $95.0M | ||
| Q3 24 | $18.4M | $21.2M | ||
| Q2 24 | $6.5M | $27.3M | ||
| Q1 24 | $19.8M | $23.2M |
| Q4 25 | — | $31.9M | ||
| Q3 25 | — | $33.9M | ||
| Q2 25 | — | $18.3M | ||
| Q1 25 | $28.1M | $20.9M | ||
| Q4 24 | $5.6M | $88.8M | ||
| Q3 24 | $17.4M | $18.9M | ||
| Q2 24 | $6.2M | $26.3M | ||
| Q1 24 | $19.4M | $21.9M |
| Q4 25 | — | 16.4% | ||
| Q3 25 | — | 38.8% | ||
| Q2 25 | — | 22.1% | ||
| Q1 25 | 23.6% | 25.5% | ||
| Q4 24 | 4.6% | 115.1% | ||
| Q3 24 | 12.6% | 24.7% | ||
| Q2 24 | 4.8% | 36.2% | ||
| Q1 24 | 15.7% | 30.0% |
| Q4 25 | — | 3.6% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | 2.4% | 1.7% | ||
| Q4 24 | 0.9% | 8.1% | ||
| Q3 24 | 0.7% | 2.9% | ||
| Q2 24 | 0.2% | 1.3% | ||
| Q1 24 | 0.3% | 1.9% |
| Q4 25 | 3.43× | 0.40× | ||
| Q3 25 | 2.79× | 1.47× | ||
| Q2 25 | 2.83× | 0.88× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.74× | ||
| Q1 24 | — | 1.38× |
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% |
TMP
Segment breakdown not available.
