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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Vital Farms, Inc. (VITL). Click either name above to swap in a different company.
Vital Farms, Inc. is the larger business by last-quarter revenue ($213.6M vs $141.3M, roughly 1.5× Arlo Technologies, Inc.). Vital Farms, Inc. runs the higher net margin — 7.6% vs 4.1%, a 3.6% gap on every dollar of revenue. On growth, Vital Farms, Inc. posted the faster year-over-year revenue change (28.7% vs 16.2%). Over the past eight quarters, Vital Farms, Inc.'s revenue compounded faster (20.2% 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.
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
ARLO vs VITL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $213.6M |
| Net Profit | $5.8M | $16.3M |
| Gross Margin | 46.4% | 35.8% |
| Operating Margin | 3.3% | 10.0% |
| Net Margin | 4.1% | 7.6% |
| Revenue YoY | 16.2% | 28.7% |
| Net Profit YoY | 218.6% | 54.3% |
| EPS (diluted) | $0.06 | $0.35 |
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 | $213.6M | ||
| Q3 25 | $139.5M | $198.9M | ||
| Q2 25 | $129.4M | $184.8M | ||
| Q1 25 | $119.1M | $162.2M | ||
| Q4 24 | $121.6M | $166.0M | ||
| Q3 24 | $137.7M | $145.0M | ||
| Q2 24 | $127.4M | $147.4M | ||
| Q1 24 | $124.2M | $147.9M |
| Q4 25 | $5.8M | $16.3M | ||
| Q3 25 | $6.9M | $16.4M | ||
| Q2 25 | $3.1M | $16.6M | ||
| Q1 25 | $-835.0K | $16.9M | ||
| Q4 24 | $-4.9M | $10.6M | ||
| Q3 24 | $-4.4M | $7.4M | ||
| Q2 24 | $-11.6M | $16.3M | ||
| Q1 24 | $-9.6M | $19.0M |
| Q4 25 | 46.4% | 35.8% | ||
| Q3 25 | 40.5% | 37.7% | ||
| Q2 25 | 44.9% | 38.9% | ||
| Q1 25 | 44.3% | 38.5% | ||
| Q4 24 | 36.9% | 36.1% | ||
| Q3 24 | 35.2% | 36.9% | ||
| Q2 24 | 36.8% | 39.1% | ||
| Q1 24 | 38.1% | 39.8% |
| Q4 25 | 3.3% | 10.0% | ||
| Q3 25 | 0.6% | 10.8% | ||
| Q2 25 | 1.5% | 12.9% | ||
| Q1 25 | -1.2% | 13.4% | ||
| Q4 24 | -5.0% | 7.8% | ||
| Q3 24 | -4.0% | 6.4% | ||
| Q2 24 | -10.0% | 11.6% | ||
| Q1 24 | -8.5% | 16.3% |
| Q4 25 | 4.1% | 7.6% | ||
| Q3 25 | 4.9% | 8.3% | ||
| Q2 25 | 2.4% | 9.0% | ||
| Q1 25 | -0.7% | 10.4% | ||
| Q4 24 | -4.0% | 6.4% | ||
| Q3 24 | -3.2% | 5.1% | ||
| Q2 24 | -9.1% | 11.1% | ||
| Q1 24 | -7.8% | 12.9% |
| Q4 25 | $0.06 | $0.35 | ||
| Q3 25 | $0.06 | $0.36 | ||
| Q2 25 | $0.03 | $0.36 | ||
| Q1 25 | $-0.01 | $0.37 | ||
| Q4 24 | $-0.05 | $0.23 | ||
| Q3 24 | $-0.04 | $0.16 | ||
| Q2 24 | $-0.12 | $0.36 | ||
| Q1 24 | $-0.10 | $0.43 |
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 | $48.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $351.3M |
| Total Assets | $310.5M | $518.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $48.8M | ||
| Q3 25 | $86.0M | $93.8M | ||
| Q2 25 | $71.2M | $108.2M | ||
| Q1 25 | $84.0M | $156.3M | ||
| Q4 24 | $82.0M | $150.6M | ||
| Q3 24 | $77.0M | $149.5M | ||
| Q2 24 | $62.9M | $133.2M | ||
| Q1 24 | $62.1M | $113.8M |
| Q4 25 | $127.8M | $351.3M | ||
| Q3 25 | $129.2M | $331.2M | ||
| Q2 25 | $118.3M | $309.8M | ||
| Q1 25 | $103.4M | $288.9M | ||
| Q4 24 | $100.9M | $269.3M | ||
| Q3 24 | $96.9M | $253.4M | ||
| Q2 24 | $99.3M | $238.4M | ||
| Q1 24 | $99.9M | $213.3M |
| Q4 25 | $310.5M | $518.7M | ||
| Q3 25 | $350.9M | $481.5M | ||
| Q2 25 | $319.7M | $430.8M | ||
| Q1 25 | $296.6M | $376.9M | ||
| Q4 24 | $298.4M | $359.3M | ||
| Q3 24 | $312.4M | $344.7M | ||
| Q2 24 | $295.8M | $320.5M | ||
| Q1 24 | $289.8M | $300.2M |
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 | $5.8M |
| Free Cash FlowOCF − Capex | — | $-32.1M |
| FCF MarginFCF / Revenue | — | -15.1% |
| Capex IntensityCapex / Revenue | — | 17.8% |
| Cash ConversionOCF / Net Profit | 3.43× | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-48.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $5.8M | ||
| Q3 25 | $19.2M | $23.4M | ||
| Q2 25 | $8.8M | $-761.0K | ||
| Q1 25 | $30.9M | $5.3M | ||
| Q4 24 | $6.7M | $14.8M | ||
| Q3 24 | $18.4M | $10.0M | ||
| Q2 24 | $6.5M | $16.1M | ||
| Q1 24 | $19.8M | $23.9M |
| Q4 25 | — | $-32.1M | ||
| Q3 25 | — | $-10.6M | ||
| Q2 25 | — | $-7.6M | ||
| Q1 25 | $28.1M | $2.1M | ||
| Q4 24 | $5.6M | $-3.4M | ||
| Q3 24 | $17.4M | $6.4M | ||
| Q2 24 | $6.2M | $10.5M | ||
| Q1 24 | $19.4M | $22.6M |
| Q4 25 | — | -15.1% | ||
| Q3 25 | — | -5.3% | ||
| Q2 25 | — | -4.1% | ||
| Q1 25 | 23.6% | 1.3% | ||
| Q4 24 | 4.6% | -2.0% | ||
| Q3 24 | 12.6% | 4.4% | ||
| Q2 24 | 4.8% | 7.2% | ||
| Q1 24 | 15.7% | 15.3% |
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 17.1% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | 2.4% | 1.9% | ||
| Q4 24 | 0.9% | 10.9% | ||
| Q3 24 | 0.7% | 2.5% | ||
| Q2 24 | 0.2% | 3.8% | ||
| Q1 24 | 0.3% | 0.9% |
| Q4 25 | 3.43× | 0.35× | ||
| Q3 25 | 2.79× | 1.43× | ||
| Q2 25 | 2.83× | -0.05× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 1.34× | ||
| Q2 24 | — | 0.99× | ||
| Q1 24 | — | 1.26× |
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% |
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
