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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and TOOTSIE ROLL INDUSTRIES INC (TR). Click either name above to swap in a different company.
TOOTSIE ROLL INDUSTRIES INC is the larger business by last-quarter revenue ($196.3M vs $141.3M, roughly 1.4× Arlo Technologies, Inc.). TOOTSIE ROLL INDUSTRIES INC runs the higher net margin — 14.7% vs 4.1%, a 10.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 1.5%). Over the past eight quarters, TOOTSIE ROLL INDUSTRIES INC's revenue compounded faster (13.2% 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.
Tootsie Roll Industries is an American manufacturer of confectionery based in Chicago, Illinois. Its best-known products include the namesake Tootsie Rolls and Tootsie Pops. Tootsie Roll Industries currently markets its brands internationally in Canada, Mexico, and over 75 other countries.
ARLO vs TR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $196.3M |
| Net Profit | $5.8M | $28.8M |
| Gross Margin | 46.4% | 35.7% |
| Operating Margin | 3.3% | 17.0% |
| Net Margin | 4.1% | 14.7% |
| Revenue YoY | 16.2% | 1.5% |
| Net Profit YoY | 218.6% | 27.9% |
| EPS (diluted) | $0.06 | — |
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 | $196.3M | ||
| Q3 25 | $139.5M | $232.7M | ||
| Q2 25 | $129.4M | $155.1M | ||
| Q1 25 | $119.1M | $148.5M | ||
| Q4 24 | $121.6M | $193.4M | ||
| Q3 24 | $137.7M | $225.9M | ||
| Q2 24 | $127.4M | $150.7M | ||
| Q1 24 | $124.2M | $153.2M |
| Q4 25 | $5.8M | $28.8M | ||
| Q3 25 | $6.9M | $35.7M | ||
| Q2 25 | $3.1M | $17.5M | ||
| Q1 25 | $-835.0K | $18.1M | ||
| Q4 24 | $-4.9M | $22.5M | ||
| Q3 24 | $-4.4M | $32.8M | ||
| Q2 24 | $-11.6M | $15.6M | ||
| Q1 24 | $-9.6M | $15.8M |
| Q4 25 | 46.4% | 35.7% | ||
| Q3 25 | 40.5% | 34.1% | ||
| Q2 25 | 44.9% | 36.4% | ||
| Q1 25 | 44.3% | 35.3% | ||
| Q4 24 | 36.9% | 39.1% | ||
| Q3 24 | 35.2% | 34.1% | ||
| Q2 24 | 36.8% | 33.5% | ||
| Q1 24 | 38.1% | 32.7% |
| Q4 25 | 3.3% | 17.0% | ||
| Q3 25 | 0.6% | 13.9% | ||
| Q2 25 | 1.5% | 7.8% | ||
| Q1 25 | -1.2% | 15.5% | ||
| Q4 24 | -5.0% | 20.0% | ||
| Q3 24 | -4.0% | 15.6% | ||
| Q2 24 | -10.0% | 10.2% | ||
| Q1 24 | -8.5% | 7.3% |
| Q4 25 | 4.1% | 14.7% | ||
| Q3 25 | 4.9% | 15.3% | ||
| Q2 25 | 2.4% | 11.3% | ||
| Q1 25 | -0.7% | 12.2% | ||
| Q4 24 | -4.0% | 11.6% | ||
| Q3 24 | -3.2% | 14.5% | ||
| Q2 24 | -9.1% | 10.4% | ||
| Q1 24 | -7.8% | 10.3% |
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $-0.01 | — | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.04 | — | ||
| Q2 24 | $-0.12 | — | ||
| Q1 24 | $-0.10 | — |
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 | $176.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $941.0M |
| Total Assets | $310.5M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $176.6M | ||
| Q3 25 | $86.0M | $119.8M | ||
| Q2 25 | $71.2M | $170.5M | ||
| Q1 25 | $84.0M | $176.6M | ||
| Q4 24 | $82.0M | $194.6M | ||
| Q3 24 | $77.0M | $163.2M | ||
| Q2 24 | $62.9M | $131.2M | ||
| Q1 24 | $62.1M | $159.4M |
| Q4 25 | $127.8M | $941.0M | ||
| Q3 25 | $129.2M | $918.9M | ||
| Q2 25 | $118.3M | $893.1M | ||
| Q1 25 | $103.4M | $879.4M | ||
| Q4 24 | $100.9M | $870.7M | ||
| Q3 24 | $96.9M | $870.2M | ||
| Q2 24 | $99.3M | $841.4M | ||
| Q1 24 | $99.9M | $834.4M |
| 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 | $1.1B | ||
| Q3 24 | $312.4M | $1.1B | ||
| Q2 24 | $295.8M | $1.1B | ||
| Q1 24 | $289.8M | $1.1B |
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 | $73.3M |
| Free Cash FlowOCF − Capex | — | $61.0M |
| FCF MarginFCF / Revenue | — | 31.1% |
| Capex IntensityCapex / Revenue | — | 6.3% |
| Cash ConversionOCF / Net Profit | 3.43× | 2.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $96.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $73.3M | ||
| Q3 25 | $19.2M | $62.2M | ||
| Q2 25 | $8.8M | $-8.5M | ||
| Q1 25 | $30.9M | $3.6M | ||
| Q4 24 | $6.7M | $68.8M | ||
| Q3 24 | $18.4M | $61.3M | ||
| Q2 24 | $6.5M | $-12.6M | ||
| Q1 24 | $19.8M | $21.4M |
| Q4 25 | — | $61.0M | ||
| Q3 25 | — | $50.7M | ||
| Q2 25 | — | $-16.0M | ||
| Q1 25 | $28.1M | $750.0K | ||
| Q4 24 | $5.6M | $64.7M | ||
| Q3 24 | $17.4M | $55.8M | ||
| Q2 24 | $6.2M | $-16.6M | ||
| Q1 24 | $19.4M | $16.9M |
| Q4 25 | — | 31.1% | ||
| Q3 25 | — | 21.8% | ||
| Q2 25 | — | -10.3% | ||
| Q1 25 | 23.6% | 0.5% | ||
| Q4 24 | 4.6% | 33.5% | ||
| Q3 24 | 12.6% | 24.7% | ||
| Q2 24 | 4.8% | -11.0% | ||
| Q1 24 | 15.7% | 11.0% |
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | 2.4% | 1.9% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 0.7% | 2.4% | ||
| Q2 24 | 0.2% | 2.6% | ||
| Q1 24 | 0.3% | 2.9% |
| Q4 25 | 3.43× | 2.55× | ||
| Q3 25 | 2.79× | 1.74× | ||
| Q2 25 | 2.83× | -0.49× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 3.06× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | -0.81× | ||
| Q1 24 | — | 1.35× |
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% |
TR
| Products | $194.3M | 99% |
| Rental And Royalty | $1.9M | 1% |
