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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and VIEMED HEALTHCARE, INC. (VMD). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $76.2M, roughly 1.9× VIEMED HEALTHCARE, INC.). VIEMED HEALTHCARE, INC. runs the higher net margin — 7.4% vs 4.1%, a 3.3% gap on every dollar of revenue. On growth, VIEMED HEALTHCARE, INC. posted the faster year-over-year revenue change (25.5% vs 16.2%). Over the past eight quarters, VIEMED HEALTHCARE, INC.'s revenue compounded faster (22.7% 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.
Viemed Healthcare, Inc. is a medical technology firm specializing in respiratory care solutions. It develops, manufactures and distributes portable ventilators, respiratory therapy devices and related support services, catering to acute care, post-acute care and home care segments across North America, Europe and key Asia-Pacific markets for patients with respiratory conditions.
ARLO vs VMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $76.2M |
| Net Profit | $5.8M | $5.6M |
| Gross Margin | 46.4% | 57.9% |
| Operating Margin | 3.3% | 11.0% |
| Net Margin | 4.1% | 7.4% |
| Revenue YoY | 16.2% | 25.5% |
| Net Profit YoY | 218.6% | 30.7% |
| EPS (diluted) | $0.06 | $0.14 |
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 | $76.2M | ||
| Q3 25 | $139.5M | $71.9M | ||
| Q2 25 | $129.4M | $63.1M | ||
| Q1 25 | $119.1M | $59.1M | ||
| Q4 24 | $121.6M | $60.7M | ||
| Q3 24 | $137.7M | $58.0M | ||
| Q2 24 | $127.4M | $55.0M | ||
| Q1 24 | $124.2M | $50.6M |
| Q4 25 | $5.8M | $5.6M | ||
| Q3 25 | $6.9M | $3.5M | ||
| Q2 25 | $3.1M | $3.2M | ||
| Q1 25 | $-835.0K | $2.6M | ||
| Q4 24 | $-4.9M | $4.3M | ||
| Q3 24 | $-4.4M | $3.9M | ||
| Q2 24 | $-11.6M | $1.5M | ||
| Q1 24 | $-9.6M | $1.6M |
| Q4 25 | 46.4% | 57.9% | ||
| Q3 25 | 40.5% | 57.5% | ||
| Q2 25 | 44.9% | 58.3% | ||
| Q1 25 | 44.3% | 56.3% | ||
| Q4 24 | 36.9% | 59.5% | ||
| Q3 24 | 35.2% | 59.3% | ||
| Q2 24 | 36.8% | 59.8% | ||
| Q1 24 | 38.1% | 58.9% |
| Q4 25 | 3.3% | 11.0% | ||
| Q3 25 | 0.6% | 7.8% | ||
| Q2 25 | 1.5% | 8.1% | ||
| Q1 25 | -1.2% | 6.5% | ||
| Q4 24 | -5.0% | 10.6% | ||
| Q3 24 | -4.0% | 9.7% | ||
| Q2 24 | -10.0% | 6.6% | ||
| Q1 24 | -8.5% | 4.4% |
| Q4 25 | 4.1% | 7.4% | ||
| Q3 25 | 4.9% | 4.9% | ||
| Q2 25 | 2.4% | 5.0% | ||
| Q1 25 | -0.7% | 4.4% | ||
| Q4 24 | -4.0% | 7.1% | ||
| Q3 24 | -3.2% | 6.7% | ||
| Q2 24 | -9.1% | 2.7% | ||
| Q1 24 | -7.8% | 3.2% |
| Q4 25 | $0.06 | $0.14 | ||
| Q3 25 | $0.06 | $0.09 | ||
| Q2 25 | $0.03 | $0.08 | ||
| Q1 25 | $-0.01 | $0.06 | ||
| Q4 24 | $-0.05 | $0.10 | ||
| Q3 24 | $-0.04 | $0.10 | ||
| Q2 24 | $-0.12 | $0.04 | ||
| Q1 24 | $-0.10 | $0.04 |
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 | $13.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $141.5M |
| Total Assets | $310.5M | $199.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $13.5M | ||
| Q3 25 | $86.0M | $11.1M | ||
| Q2 25 | $71.2M | $20.0M | ||
| Q1 25 | $84.0M | $10.2M | ||
| Q4 24 | $82.0M | $17.5M | ||
| Q3 24 | $77.0M | $11.3M | ||
| Q2 24 | $62.9M | $8.8M | ||
| Q1 24 | $62.1M | $7.3M |
| Q4 25 | $127.8M | $141.5M | ||
| Q3 25 | $129.2M | $133.6M | ||
| Q2 25 | $118.3M | $139.7M | ||
| Q1 25 | $103.4M | $134.8M | ||
| Q4 24 | $100.9M | $131.4M | ||
| Q3 24 | $96.9M | $125.0M | ||
| Q2 24 | $99.3M | $119.4M | ||
| Q1 24 | $99.9M | $116.3M |
| Q4 25 | $310.5M | $199.2M | ||
| Q3 25 | $350.9M | $202.4M | ||
| Q2 25 | $319.7M | $184.6M | ||
| Q1 25 | $296.6M | $178.1M | ||
| Q4 24 | $298.4M | $177.1M | ||
| Q3 24 | $312.4M | $169.5M | ||
| Q2 24 | $295.8M | $163.9M | ||
| Q1 24 | $289.8M | $154.9M |
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 | $18.4M |
| Free Cash FlowOCF − Capex | — | $9.7M |
| FCF MarginFCF / Revenue | — | 12.7% |
| Capex IntensityCapex / Revenue | — | 11.5% |
| Cash ConversionOCF / Net Profit | 3.43× | 3.27× |
| TTM Free Cash FlowTrailing 4 quarters | — | $11.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $18.4M | ||
| Q3 25 | $19.2M | $18.4M | ||
| Q2 25 | $8.8M | $12.3M | ||
| Q1 25 | $30.9M | $2.9M | ||
| Q4 24 | $6.7M | $15.0M | ||
| Q3 24 | $18.4M | $12.7M | ||
| Q2 24 | $6.5M | $10.2M | ||
| Q1 24 | $19.8M | $1.2M |
| Q4 25 | — | $9.7M | ||
| Q3 25 | — | $10.7M | ||
| Q2 25 | — | $4.1M | ||
| Q1 25 | $28.1M | $-12.6M | ||
| Q4 24 | $5.6M | $3.2M | ||
| Q3 24 | $17.4M | $1.7M | ||
| Q2 24 | $6.2M | $1.2M | ||
| Q1 24 | $19.4M | $-4.8M |
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | 23.6% | -21.4% | ||
| Q4 24 | 4.6% | 5.2% | ||
| Q3 24 | 12.6% | 3.0% | ||
| Q2 24 | 4.8% | 2.3% | ||
| Q1 24 | 15.7% | -9.5% |
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | 2.4% | 26.2% | ||
| Q4 24 | 0.9% | 19.5% | ||
| Q3 24 | 0.7% | 19.0% | ||
| Q2 24 | 0.2% | 16.3% | ||
| Q1 24 | 0.3% | 11.9% |
| Q4 25 | 3.43× | 3.27× | ||
| Q3 25 | 2.79× | 5.23× | ||
| Q2 25 | 2.83× | 3.88× | ||
| Q1 25 | — | 1.09× | ||
| Q4 24 | — | 3.47× | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 6.94× | ||
| Q1 24 | — | 0.73× |
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% |
VMD
Segment breakdown not available.
