vs

Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and Owlet, Inc. (OWLT). Click either name above to swap in a different company.

Armour Residential REIT, Inc. is the larger business by last-quarter revenue ($50.4M vs $26.6M, roughly 1.9× Owlet, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -34.6%, a 454.9% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs 29.6%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 34.2%).

Armour Residential REIT, Inc. is a U.S.-based real estate investment trust that primarily invests in agency residential mortgage-backed securities guaranteed by U.S. government-sponsored entities. It focuses on generating consistent long-term net income for shareholders via strategic asset management and active interest rate risk mitigation.

Owlet, Inc. is a pediatric health technology firm that develops smart wearable monitoring products for infants, most notably its signature smart sock that tracks real-time heart rate, oxygen levels, and sleep metrics. It serves global consumer markets across North America, Europe, and Asia-Pacific, distributing products via direct-to-consumer e-commerce and partnered retail outlets, focused on supporting parental peace of mind and infant health safety.

ARR vs OWLT — Head-to-Head

Bigger by revenue
ARR
ARR
1.9× larger
ARR
$50.4M
$26.6M
OWLT
Growing faster (revenue YoY)
ARR
ARR
+268.3% gap
ARR
297.9%
29.6%
OWLT
Higher net margin
ARR
ARR
454.9% more per $
ARR
420.2%
-34.6%
OWLT
Faster 2-yr revenue CAGR
ARR
ARR
Annualised
ARR
108.0%
34.2%
OWLT

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ARR
ARR
OWLT
OWLT
Revenue
$50.4M
$26.6M
Net Profit
$211.7M
$-9.2M
Gross Margin
47.6%
Operating Margin
-18.4%
Net Margin
420.2%
-34.6%
Revenue YoY
297.9%
29.6%
Net Profit YoY
555.9%
-1.5%
EPS (diluted)
$2.43

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.

Revenue
ARR
ARR
OWLT
OWLT
Q4 25
$50.4M
$26.6M
Q3 25
$38.5M
$32.0M
Q2 25
$33.1M
$26.1M
Q1 25
$36.3M
$21.1M
Q4 24
$12.7M
$20.5M
Q3 24
$22.1M
Q2 24
$7.0M
$20.7M
Q1 24
$14.8M
Net Profit
ARR
ARR
OWLT
OWLT
Q4 25
$211.7M
$-9.2M
Q3 25
$159.3M
$4.1M
Q2 25
$-75.6M
$-37.6M
Q1 25
$27.3M
$3.0M
Q4 24
$-46.4M
$-9.1M
Q3 24
$-5.6M
Q2 24
$-48.4M
$-1.1M
Q1 24
$3.3M
Gross Margin
ARR
ARR
OWLT
OWLT
Q4 25
47.6%
Q3 25
50.6%
Q2 25
51.3%
Q1 25
53.7%
Q4 24
53.5%
Q3 24
52.2%
Q2 24
49.5%
Q1 24
44.4%
Operating Margin
ARR
ARR
OWLT
OWLT
Q4 25
-18.4%
Q3 25
3.8%
Q2 25
-7.4%
Q1 25
-12.7%
Q4 24
-36.2%
Q3 24
-21.8%
Q2 24
-10.8%
Q1 24
-39.0%
Net Margin
ARR
ARR
OWLT
OWLT
Q4 25
420.2%
-34.6%
Q3 25
413.5%
12.9%
Q2 25
-228.4%
-144.4%
Q1 25
75.2%
14.3%
Q4 24
-366.8%
-44.2%
Q3 24
-25.4%
Q2 24
-693.8%
-5.5%
Q1 24
22.2%
EPS (diluted)
ARR
ARR
OWLT
OWLT
Q4 25
$2.43
Q3 25
$1.49
$-0.06
Q2 25
$-0.94
$-2.37
Q1 25
$0.32
$0.11
Q4 24
$-0.91
$-0.15
Q3 24
$-0.61
Q2 24
$-1.05
$-0.30
Q1 24
$-0.51

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARR
ARR
OWLT
OWLT
Cash + ST InvestmentsLiquidity on hand
$63.3M
$35.5M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.3B
$19.0M
Total Assets
$21.0B
$85.6M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARR
ARR
OWLT
OWLT
Q4 25
$63.3M
$35.5M
Q3 25
$44.2M
$23.8M
Q2 25
$141.2M
$21.8M
Q1 25
$49.1M
$16.3M
Q4 24
$68.0M
$20.2M
Q3 24
$21.6M
Q2 24
$126.6M
$15.4M
Q1 24
$18.4M
Total Debt
ARR
ARR
OWLT
OWLT
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
$2.1M
Q1 24
$4.0M
Stockholders' Equity
ARR
ARR
OWLT
OWLT
Q4 25
$2.3B
$19.0M
Q3 25
$2.1B
$-54.1M
Q2 25
$1.7B
$-59.2M
Q1 25
$1.7B
$-25.8M
Q4 24
$1.4B
$-29.8M
Q3 24
$-21.5M
Q2 24
$1.2B
$-33.4M
Q1 24
$-32.9M
Total Assets
ARR
ARR
OWLT
OWLT
Q4 25
$21.0B
$85.6M
Q3 25
$19.4B
$74.9M
Q2 25
$16.2B
$63.5M
Q1 25
$15.5B
$51.4M
Q4 24
$13.5B
$49.5M
Q3 24
$56.1M
Q2 24
$10.1B
$45.9M
Q1 24
$43.8M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARR
ARR
OWLT
OWLT
Operating Cash FlowLast quarter
$124.2M
$-452.0K
Free Cash FlowOCF − Capex
$-651.0K
FCF MarginFCF / Revenue
-2.5%
Capex IntensityCapex / Revenue
0.7%
Cash ConversionOCF / Net Profit
0.59×
TTM Free Cash FlowTrailing 4 quarters
$-11.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARR
ARR
OWLT
OWLT
Q4 25
$124.2M
$-452.0K
Q3 25
$-37.8M
$-2.2M
Q2 25
$25.0M
$-2.2M
Q1 25
$101.5M
$-5.9M
Q4 24
$261.5M
$3.0M
Q3 24
$-7.5M
Q2 24
$27.1M
$-3.4M
Q1 24
$-3.4M
Free Cash Flow
ARR
ARR
OWLT
OWLT
Q4 25
$-651.0K
Q3 25
$-2.2M
Q2 25
$-2.3M
Q1 25
$-5.9M
Q4 24
$3.0M
Q3 24
$-7.5M
Q2 24
$-3.4M
Q1 24
FCF Margin
ARR
ARR
OWLT
OWLT
Q4 25
-2.5%
Q3 25
-6.8%
Q2 25
-8.8%
Q1 25
-28.1%
Q4 24
14.5%
Q3 24
-33.9%
Q2 24
-16.3%
Q1 24
Capex Intensity
ARR
ARR
OWLT
OWLT
Q4 25
0.7%
Q3 25
0.0%
Q2 25
0.2%
Q1 25
0.0%
Q4 24
0.2%
Q3 24
0.0%
Q2 24
0.0%
Q1 24
0.0%
Cash Conversion
ARR
ARR
OWLT
OWLT
Q4 25
0.59×
Q3 25
-0.24×
-0.52×
Q2 25
Q1 25
3.71×
-1.96×
Q4 24
Q3 24
Q2 24
Q1 24
-1.03×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ARR
ARR

Segment breakdown not available.

OWLT
OWLT

US$22.7M85%
Non Us$3.2M12%
Other$651.0K2%

Related Comparisons