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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
UNIVERSAL TECHNICAL INSTITUTE INC is the larger business by last-quarter revenue ($220.8M vs $141.3M, roughly 1.6× Arlo Technologies, Inc.). UNIVERSAL TECHNICAL INSTITUTE INC runs the higher net margin — 5.8% vs 4.1%, a 1.7% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 9.6%). Over the past eight quarters, UNIVERSAL TECHNICAL INSTITUTE INC's revenue compounded faster (9.5% 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.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
ARLO vs UTI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $220.8M |
| Net Profit | $5.8M | $12.8M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 7.1% |
| Net Margin | 4.1% | 5.8% |
| Revenue YoY | 16.2% | 9.6% |
| Net Profit YoY | 218.6% | -42.1% |
| EPS (diluted) | $0.06 | $0.23 |
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 | $220.8M | ||
| Q3 25 | $139.5M | $222.4M | ||
| Q2 25 | $129.4M | $204.3M | ||
| Q1 25 | $119.1M | $207.4M | ||
| Q4 24 | $121.6M | $201.4M | ||
| Q3 24 | $137.7M | $196.4M | ||
| Q2 24 | $127.4M | $177.5M | ||
| Q1 24 | $124.2M | $184.2M |
| Q4 25 | $5.8M | $12.8M | ||
| Q3 25 | $6.9M | $18.8M | ||
| Q2 25 | $3.1M | $10.7M | ||
| Q1 25 | $-835.0K | $11.4M | ||
| Q4 24 | $-4.9M | $22.2M | ||
| Q3 24 | $-4.4M | $18.8M | ||
| Q2 24 | $-11.6M | $5.0M | ||
| Q1 24 | $-9.6M | $7.8M |
| 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% | 7.1% | ||
| Q3 25 | 0.6% | 11.2% | ||
| Q2 25 | 1.5% | 6.9% | ||
| Q1 25 | -1.2% | 8.1% | ||
| Q4 24 | -5.0% | 13.6% | ||
| Q3 24 | -4.0% | 13.3% | ||
| Q2 24 | -10.0% | 4.2% | ||
| Q1 24 | -8.5% | 6.1% |
| Q4 25 | 4.1% | 5.8% | ||
| Q3 25 | 4.9% | 8.4% | ||
| Q2 25 | 2.4% | 5.2% | ||
| Q1 25 | -0.7% | 5.5% | ||
| Q4 24 | -4.0% | 11.0% | ||
| Q3 24 | -3.2% | 9.6% | ||
| Q2 24 | -9.1% | 2.8% | ||
| Q1 24 | -7.8% | 4.2% |
| Q4 25 | $0.06 | $0.23 | ||
| Q3 25 | $0.06 | $0.33 | ||
| Q2 25 | $0.03 | $0.19 | ||
| Q1 25 | $-0.01 | $0.21 | ||
| Q4 24 | $-0.05 | $0.40 | ||
| Q3 24 | $-0.04 | $0.35 | ||
| Q2 24 | $-0.12 | $0.09 | ||
| Q1 24 | $-0.10 | $0.14 |
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 | $162.8M |
| Total DebtLower is stronger | — | $101.4M |
| Stockholders' EquityBook value | $127.8M | $335.9M |
| Total Assets | $310.5M | $834.0M |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $162.8M | ||
| Q3 25 | $86.0M | $169.1M | ||
| Q2 25 | $71.2M | $70.7M | ||
| Q1 25 | $84.0M | $96.0M | ||
| Q4 24 | $82.0M | $172.0M | ||
| Q3 24 | $77.0M | $161.9M | ||
| Q2 24 | $62.9M | $115.5M | ||
| Q1 24 | $62.1M | $116.1M |
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M | ||
| Q2 24 | — | $137.3M | ||
| Q1 24 | — | $141.9M |
| Q4 25 | $127.8M | $335.9M | ||
| Q3 25 | $129.2M | $328.1M | ||
| Q2 25 | $118.3M | $306.8M | ||
| Q1 25 | $103.4M | $293.9M | ||
| Q4 24 | $100.9M | $280.0M | ||
| Q3 24 | $96.9M | $260.2M | ||
| Q2 24 | $99.3M | $239.4M | ||
| Q1 24 | $99.9M | $232.6M |
| Q4 25 | $310.5M | $834.0M | ||
| Q3 25 | $350.9M | $826.1M | ||
| Q2 25 | $319.7M | $740.8M | ||
| Q1 25 | $296.6M | $720.4M | ||
| Q4 24 | $298.4M | $753.8M | ||
| Q3 24 | $312.4M | $744.6M | ||
| Q2 24 | $295.8M | $706.0M | ||
| Q1 24 | $289.8M | $702.1M |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.61× |
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 | $3.1M |
| Free Cash FlowOCF − Capex | — | $-19.2M |
| FCF MarginFCF / Revenue | — | -8.7% |
| Capex IntensityCapex / Revenue | — | 10.1% |
| Cash ConversionOCF / Net Profit | 3.43× | 0.24× |
| TTM Free Cash FlowTrailing 4 quarters | — | $16.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $3.1M | ||
| Q3 25 | $19.2M | $57.1M | ||
| Q2 25 | $8.8M | $18.1M | ||
| Q1 25 | $30.9M | $-789.0K | ||
| Q4 24 | $6.7M | $23.0M | ||
| Q3 24 | $18.4M | $67.5M | ||
| Q2 24 | $6.5M | $10.0M | ||
| Q1 24 | $19.8M | $-2.5M |
| Q4 25 | — | $-19.2M | ||
| Q3 25 | — | $40.6M | ||
| Q2 25 | — | $6.8M | ||
| Q1 25 | $28.1M | $-11.7M | ||
| Q4 24 | $5.6M | $19.6M | ||
| Q3 24 | $17.4M | $60.0M | ||
| Q2 24 | $6.2M | $3.0M | ||
| Q1 24 | $19.4M | $-8.4M |
| Q4 25 | — | -8.7% | ||
| Q3 25 | — | 18.3% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | 23.6% | -5.7% | ||
| Q4 24 | 4.6% | 9.7% | ||
| Q3 24 | 12.6% | 30.6% | ||
| Q2 24 | 4.8% | 1.7% | ||
| Q1 24 | 15.7% | -4.6% |
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | 2.4% | 5.3% | ||
| Q4 24 | 0.9% | 1.7% | ||
| Q3 24 | 0.7% | 3.8% | ||
| Q2 24 | 0.2% | 4.0% | ||
| Q1 24 | 0.3% | 3.2% |
| Q4 25 | 3.43× | 0.24× | ||
| Q3 25 | 2.79× | 3.04× | ||
| Q2 25 | 2.83× | 1.69× | ||
| Q1 25 | — | -0.07× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 3.58× | ||
| Q2 24 | — | 2.01× | ||
| Q1 24 | — | -0.32× |
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% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
