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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $132.6M, roughly 1.1× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs 4.1%, a 13.0% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 12.2%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% 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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
ARLO vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $132.6M |
| Net Profit | $5.8M | $22.6M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 17.1% |
| Revenue YoY | 16.2% | 12.2% |
| Net Profit YoY | 218.6% | -6.7% |
| EPS (diluted) | $0.06 | $0.18 |
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.
| Q1 26 | — | $132.6M | ||
| Q4 25 | $141.3M | $119.6M | ||
| Q3 25 | $139.5M | $120.1M | ||
| Q2 25 | $129.4M | $114.1M | ||
| Q1 25 | $119.1M | $118.2M | ||
| Q4 24 | $121.6M | $116.4M | ||
| Q3 24 | $137.7M | $112.4M | ||
| Q2 24 | $127.4M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $5.8M | $12.4M | ||
| Q3 25 | $6.9M | $14.9M | ||
| Q2 25 | $3.1M | $58.0M | ||
| Q1 25 | $-835.0K | $8.2M | ||
| Q4 24 | $-4.9M | $30.1M | ||
| Q3 24 | $-4.4M | $9.1M | ||
| Q2 24 | $-11.6M | $30.8M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 3.3% | 11.3% | ||
| Q3 25 | 0.6% | 13.4% | ||
| Q2 25 | 1.5% | 53.9% | ||
| Q1 25 | -1.2% | 7.6% | ||
| Q4 24 | -5.0% | 27.6% | ||
| Q3 24 | -4.0% | 8.9% | ||
| Q2 24 | -10.0% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 4.1% | 10.4% | ||
| Q3 25 | 4.9% | 12.4% | ||
| Q2 25 | 2.4% | 50.8% | ||
| Q1 25 | -0.7% | 6.9% | ||
| Q4 24 | -4.0% | 25.9% | ||
| Q3 24 | -3.2% | 8.1% | ||
| Q2 24 | -9.1% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.06 | $0.09 | ||
| Q3 25 | $0.06 | $0.12 | ||
| Q2 25 | $0.03 | $0.46 | ||
| Q1 25 | $-0.01 | $0.07 | ||
| Q4 24 | $-0.05 | $0.25 | ||
| Q3 24 | $-0.04 | $0.07 | ||
| Q2 24 | $-0.12 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.4B |
| Total Assets | $310.5M | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $146.4M | $48.9M | ||
| Q3 25 | $86.0M | $77.8M | ||
| Q2 25 | $71.2M | $53.0M | ||
| Q1 25 | $84.0M | $48.0M | ||
| Q4 24 | $82.0M | $41.4M | ||
| Q3 24 | $77.0M | $67.9M | ||
| Q2 24 | $62.9M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $127.8M | $1.4B | ||
| Q3 25 | $129.2M | $1.4B | ||
| Q2 25 | $118.3M | $1.4B | ||
| Q1 25 | $103.4M | $1.4B | ||
| Q4 24 | $100.9M | $1.4B | ||
| Q3 24 | $96.9M | $1.3B | ||
| Q2 24 | $99.3M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $310.5M | $3.3B | ||
| Q3 25 | $350.9M | $3.3B | ||
| Q2 25 | $319.7M | $3.3B | ||
| Q1 25 | $296.6M | $3.3B | ||
| Q4 24 | $298.4M | $3.3B | ||
| Q3 24 | $312.4M | $3.2B | ||
| Q2 24 | $295.8M | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $19.8M | $182.7M | ||
| Q3 25 | $19.2M | $55.7M | ||
| Q2 25 | $8.8M | $43.5M | ||
| Q1 25 | $30.9M | $32.6M | ||
| Q4 24 | $6.7M | $153.2M | ||
| Q3 24 | $18.4M | $36.6M | ||
| Q2 24 | $6.5M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $81.8M | ||
| Q3 25 | — | $26.1M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | $28.1M | $11.9M | ||
| Q4 24 | $5.6M | $42.5M | ||
| Q3 24 | $17.4M | $12.2M | ||
| Q2 24 | $6.2M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 68.4% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | 23.6% | 10.0% | ||
| Q4 24 | 4.6% | 36.6% | ||
| Q3 24 | 12.6% | 10.8% | ||
| Q2 24 | 4.8% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | — | 84.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | 2.4% | 17.5% | ||
| Q4 24 | 0.9% | 95.1% | ||
| Q3 24 | 0.7% | 21.7% | ||
| Q2 24 | 0.2% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 3.43× | 14.71× | ||
| Q3 25 | 2.79× | 3.73× | ||
| Q2 25 | 2.83× | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
