What is Arlo Technologies's earnings per share (EPS)?

Arlo Technologies (ARLO) reported diluted earnings per share of $0.14 for fiscal year 2025. This represents a 145.2% change compared to the previous fiscal year. EPS represents the portion of a company's net income allocated to each outstanding share of common stock and is widely used to evaluate profitability on a per-share basis.

Arlo Technologies Financials

ARLO

Source SEC Filings (10-K/10-Q) Updated Dec 31, 2025 Currency USD FYE December

This page shows Arlo Technologies (ARLO) financial statements, including the income statement, balance sheet, cash flow statement, and key financial ratios. View 9 years of annual fundamentals and quarterly data, with year-over-year growth rates and compound annual growth rates (CAGR). All figures are derived from SEC filings (10-K and 10-Q reports).

Financial Health Signals

Financial Profile 40/100

Based on FY2025 annual data. Scores normalized against common benchmarks. How we calculate these scores

Profitability

Arlo Technologies has an operating margin of 1.1%, meaning the company retains $1 of operating profit per $100 of revenue. This below-average margin results in a low score of 25/100, suggesting thin profitability after operating expenses. This is up from -6.8% the prior year.

Growth

Arlo Technologies's revenue grew a modest 3.6% year-over-year to $529.3M. This slow but positive growth earns a score of 39/100.

Leverage

Arlo Technologies carries a low D/E ratio of 1.43, meaning only $1.43 of long-term debt for every $1 of shareholders' equity. This conservative leverage earns a score of 73/100, indicating a strong balance sheet with room for future borrowing.

Liquidity

Arlo Technologies's current ratio of 1.51 means current assets barely cover short-term liabilities. This tight liquidity results in a low score of 26/100, which could limit financial flexibility.

Returns

Arlo Technologies's ROE of 11.7% shows moderate profitability relative to equity, earning a score of 37/100. This is up from -30.2% the prior year.

Altman Z-Score Safe

5.31

Arlo Technologies scores 5.31, well above the 2.99 safe threshold. The score is driven primarily by a large market capitalization ($1.5B) relative to total liabilities ($182.7M). This indicates low bankruptcy risk based on profitability, leverage, and asset efficiency.

Piotroski F-Score Neutral

6/9

Arlo Technologies passes 6 of 9 financial strength tests. All 4 profitability signals pass (positive income, cash flow, and earnings quality), 1 of 3 leverage/liquidity signals pass, 1 of 2 efficiency signals pass.

Earnings Quality Cash-Backed

5.27x

For every $1 of reported earnings, Arlo Technologies generates $5.27 in operating cash flow ($78.7M OCF vs $14.9M net income). This indicates profits are well-supported by actual cash generation, not accounting adjustments.

Key Financial Metrics

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Earnings & Revenue

Revenue

$529.3M

YoY+3.6%

5Y CAGR+8.2%

Arlo Technologies generated $529.3M in revenue in fiscal year 2025. This represents an increase of 3.6% from the prior year.

EBITDA

$10.0M

YoY+131.6%

Arlo Technologies's EBITDA was $10.0M in fiscal year 2025, measuring earnings before interest, taxes, depreciation, and amortization. This represents an increase of 131.6% from the prior year.

Net Income

$14.9M

YoY+148.9%

Arlo Technologies reported $14.9M in net income in fiscal year 2025. This represents an increase of 148.9% from the prior year.

EPS (Diluted)

$0.14

YoY+145.2%

Arlo Technologies earned $0.14 per diluted share (EPS) in fiscal year 2025. This represents an increase of 145.2% from the prior year.

Cash & Balance Sheet

Free Cash Flow

N/A

Cash & Debt

$146.4M

YoY+78.5%

5Y CAGR-4.7%

Arlo Technologies held $146.4M in cash against $0 in long-term debt as of fiscal year 2025.

Dividends Per Share

N/A

Shares Outstanding

105M

YoY+4.1%

5Y CAGR+5.8%

Arlo Technologies had 105M shares outstanding in fiscal year 2025. This represents an increase of 4.1% from the prior year.

Margins & Returns

Gross Margin

44.0%

YoY+7.3pp

5Y CAGR+28.5pp

Arlo Technologies's gross margin was 44.0% in fiscal year 2025, indicating the percentage of revenue retained after direct costs. This is up 7.3 percentage points from the prior year.

Operating Margin

1.1%

YoY+8.0pp

5Y CAGR+30.5pp

Arlo Technologies's operating margin was 1.1% in fiscal year 2025, reflecting core business profitability. This is up 8.0 percentage points from the prior year.

Net Margin

2.8%

YoY+8.8pp

5Y CAGR+31.2pp

Arlo Technologies's net profit margin was 2.8% in fiscal year 2025, showing the share of revenue converted to profit. This is up 8.8 percentage points from the prior year.

Return on Equity

11.7%

YoY+41.9pp

5Y CAGR+87.4pp

Arlo Technologies's ROE was 11.7% in fiscal year 2025, measuring profit generated per dollar of shareholder equity. This is up 41.9 percentage points from the prior year.

Capital Allocation

R&D Spending

$73.7M

YoY+0.6%

5Y CAGR+4.1%

Arlo Technologies invested $73.7M in research and development in fiscal year 2025. This represents an increase of 0.6% from the prior year.

Share Buybacks

$45.6M

YoY+931.4%

Arlo Technologies spent $45.6M on share buybacks in fiscal year 2025, returning capital to shareholders by reducing shares outstanding. This represents an increase of 931.4% from the prior year.

Capital Expenditures

N/A

ARLO Income Statement

Metric	FY25	FY24	FY23	FY22	FY21	FY20
Revenue	$529.3M+3.6%	$510.9M+4.0%	$491.2M+0.2%	$490.4M+12.7%	$435.1M+21.8%	$357.2M
Cost of Revenue	$296.5M-8.3%	$323.4M-0.1%	$323.6M-8.7%	$354.4M+8.3%	$327.1M+8.4%	$301.8M
Gross Profit	$232.8M+24.2%	$187.5M+11.9%	$167.6M+23.2%	$136.0M+25.9%	$108.0M+95.0%	$55.4M
R&D Expenses	$73.7M+0.6%	$73.2M+6.6%	$68.6M+6.1%	$64.7M+9.6%	$59.1M-1.8%	$60.1M
SG&A Expenses	$66.1M-8.4%	$72.1M+28.0%	$56.4M+0.8%	$55.9M+13.0%	$49.5M-3.1%	$51.1M
Operating Income	$6.1M+117.4%	-$34.9M-40.1%	-$24.9M+56.2%	-$56.9M+5.4%	-$60.1M+42.7%	-$104.9M
Interest Expense	N/A	N/A	$3.9M+324.9%	$926K+8318.2%	$11K-98.6%	$802K
Income Tax	$741K-32.1%	$1.1M-7.1%	$1.2M+20.5%	$975K+44.0%	$677K+8.3%	$625K
Net Income	$14.9M+148.9%	-$30.5M-38.4%	-$22.0M+61.1%	-$56.6M-1.1%	-$56.0M+44.7%	-$101.3M
EPS (Diluted)	$0.14+145.2%	$-0.31-29.2%	$-0.24+63.1%	$-0.65+4.4%	$-0.68+47.7%	$-1.30

Metric	Q4'25	Q3'25	Q2'25	Q1'25	Q4'24	Q3'24	Q2'24	Q1'24
Revenue	$141.3M+1.3%	$139.5M+7.8%	$129.4M+8.7%	$119.1M-2.1%	$121.6M-11.7%	$137.7M+8.0%	$127.4M+2.6%	$124.2M
Cost of Revenue	$75.8M-8.7%	$83.0M+16.4%	$71.3M+7.5%	$66.3M-13.5%	$76.7M-14.0%	$89.3M+10.7%	$80.6M+4.9%	$76.8M
Gross Profit	$65.5M+16.0%	$56.5M-2.7%	$58.1M+10.1%	$52.7M+17.6%	$44.9M-7.4%	$48.4M+3.3%	$46.9M-1.1%	$47.4M
R&D Expenses	$20.9M+14.9%	$18.1M-1.9%	$18.5M+14.4%	$16.2M+5.9%	$15.3M-13.1%	$17.6M-10.2%	$19.6M-5.9%	$20.8M
SG&A Expenses	$16.9M+11.9%	$15.1M-7.6%	$16.3M-8.2%	$17.8M+24.3%	$14.3M-16.1%	$17.1M-20.4%	$21.4M+10.8%	$19.3M
Operating Income	$4.7M+440.9%	$872K-54.9%	$1.9M+233.2%	-$1.5M+75.9%	-$6.0M-10.5%	-$5.5M+57.4%	-$12.8M-20.7%	-$10.6M
Interest Expense	N/A	N/A	N/A	N/A	N/A	$1.4M-6.4%	$1.5M+7.9%	$1.4M
Income Tax	$339K+120.1%	$154K+160.6%	-$254K-150.6%	$502K+280.3%	$132K-59.9%	$329K+39.4%	$236K-40.3%	$395K
Net Income	$5.8M-16.1%	$6.9M+120.0%	$3.1M+474.1%	-$835K+82.8%	-$4.9M-9.5%	-$4.4M+61.6%	-$11.6M-19.9%	-$9.6M
EPS (Diluted)	N/A	$0.06+100.0%	$0.03+400.0%	$-0.01	N/A	$-0.04+66.7%	$-0.12-20.0%	$-0.10

ARLO Balance Sheet

Metric	FY25	FY24	FY23	FY22	FY21	FY20
Total Assets	$310.5M+4.1%	$298.4M+4.5%	$285.5M+4.9%	$272.2M-21.7%	$347.5M-16.1%	$414.0M
Current Assets	$260.5M-0.8%	$262.6M+4.8%	$250.5M+7.6%	$232.8M-23.3%	$303.6M-14.8%	$356.5M
Cash & Equivalents	$146.4M+78.5%	$82.0M+45.1%	$56.5M-32.7%	$84.0M-52.2%	$175.7M-5.6%	$186.1M
Inventory	$41.2M+1.4%	$40.6M+5.8%	$38.4M-17.5%	$46.6M+21.3%	$38.4M-40.7%	$64.7M
Accounts Receivable	$39.7M-30.8%	$57.3M-12.3%	$65.4M-0.9%	$66.0M-17.1%	$79.6M+2.5%	$77.6M
Goodwill	$11.0M0.0%	$11.0M0.0%	$11.0M0.0%	$11.0M0.0%	$11.0M0.0%	$11.0M
Total Liabilities	$182.7M-7.5%	$197.5M+8.4%	$182.3M-1.2%	$184.5M-21.4%	$234.8M-16.2%	$280.2M
Current Liabilities	$172.3M-2.5%	$176.8M+9.5%	$161.5M-0.5%	$162.3M-23.1%	$210.9M-11.1%	$237.3M
Long-Term Debt	N/A	N/A	N/A	N/A	N/A	N/A
Total Equity	$127.8M+26.7%	$100.9M-2.3%	$103.3M+17.8%	$87.7M-22.2%	$112.7M-15.8%	$133.8M
Retained Earnings	-$383.0M+3.8%	-$398.0M-8.3%	-$367.5M-6.4%	-$345.4M-19.6%	-$288.8M-24.1%	-$232.8M

Metric	Q4'25	Q3'25	Q2'25	Q1'25	Q4'24	Q3'24	Q2'24	Q1'24
Total Assets	$310.5M-11.5%	$350.9M+9.7%	$319.7M+7.8%	$296.6M-0.6%	$298.4M-4.5%	$312.4M+5.6%	$295.8M+2.1%	$289.8M
Current Assets	$260.5M-13.7%	$301.7M+12.3%	$268.6M+9.0%	$246.3M-6.2%	$262.6M-6.1%	$279.5M+6.2%	$263.2M+2.9%	$255.9M
Cash & Equivalents	$146.4M+70.3%	$86.0M+20.7%	$71.2M-15.2%	$84.0M+2.4%	$82.0M+6.5%	$77.0M+22.4%	$62.9M+1.4%	$62.1M
Inventory	$41.2M-7.2%	$44.4M+43.7%	$30.9M-10.7%	$34.6M-14.9%	$40.6M-21.8%	$52.0M+14.9%	$45.2M+1.2%	$44.7M
Accounts Receivable	$39.7M-48.3%	$76.7M+24.8%	$61.5M+33.4%	$46.1M-19.7%	$57.3M-16.4%	$68.6M+11.0%	$61.7M+9.3%	$56.5M
Goodwill	$11.0M0.0%	$11.0M0.0%	$11.0M0.0%	$11.0M0.0%	$11.0M0.0%	$11.0M0.0%	$11.0M0.0%	$11.0M
Total Liabilities	$182.7M-17.6%	$221.6M+10.0%	$201.5M+4.3%	$193.2M-2.2%	$197.5M-8.3%	$215.5M+9.6%	$196.5M+3.5%	$189.8M
Current Liabilities	$172.3M-18.8%	$212.2M+16.4%	$182.3M+5.1%	$173.4M-1.9%	$176.8M-10.4%	$197.3M+11.1%	$177.6M+4.3%	$170.4M
Long-Term Debt	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Total Equity	$127.8M-1.1%	$129.2M+9.3%	$118.3M+14.4%	$103.4M+2.4%	$100.9M+4.1%	$96.9M-2.4%	$99.3M-0.7%	$99.9M
Retained Earnings	-$383.0M+1.5%	-$388.8M+1.7%	-$395.7M+0.8%	-$398.8M-0.2%	-$398.0M-1.2%	-$393.1M-1.1%	-$388.7M-3.1%	-$377.1M

ARLO Cash Flow Statement

Metric	FY25	FY24	FY23	FY22	FY21	FY20
Operating Cash Flow	$78.7M+53.4%	$51.3M+34.0%	$38.3M+183.3%	-$46.0M-98.1%	-$23.2M+50.1%	-$46.5M
Capital Expenditures	N/A	$2.7M-5.6%	$2.8M+41.6%	$2.0M-11.4%	$2.3M-41.7%	$3.9M
Free Cash Flow	N/A	$48.6M+37.1%	$35.5M+173.9%	-$48.0M-88.4%	-$25.5M+49.5%	-$50.4M
Investing Cash Flow	$27.8M+156.0%	$10.8M+121.4%	-$50.7M-59.5%	-$31.8M-279.2%	$17.7M+546.1%	-$4.0M
Financing Cash Flow	-$42.1M-3.2%	-$40.8M-169.2%	-$15.1M-8.6%	-$13.9M-180.5%	-$5.0M-21508.7%	-$23K
Dividends Paid	N/A	N/A	N/A	N/A	N/A	N/A
Share Buybacks	$45.6M+931.4%	$4.4M	$0	$0	N/A	N/A

Metric	Q4'25	Q3'25	Q2'25	Q1'25	Q4'24	Q3'24	Q2'24	Q1'24
Operating Cash Flow	$19.8M+3.0%	$19.2M+117.5%	$8.8M-71.4%	$30.9M+363.4%	$6.7M-63.7%	$18.4M+184.2%	$6.5M-67.4%	$19.8M
Capital Expenditures	N/A	N/A	N/A	$2.8M+160.5%	$1.1M+12.0%	$961K+225.8%	$295K-17.1%	$356K
Free Cash Flow	N/A	N/A	N/A	$28.1M+402.4%	$5.6M-67.8%	$17.4M+182.2%	$6.2M-68.3%	$19.4M
Investing Cash Flow	$58.2M+832.4%	$6.2M+128.0%	-$22.3M-55.5%	-$14.4M-3589.5%	-$389K-103.4%	$11.5M+6584.3%	$172K+139.1%	-$440K
Financing Cash Flow	-$17.5M-64.2%	-$10.7M-1580.6%	$721K+104.9%	-$14.6M-195.5%	-$4.9M+68.6%	-$15.7M-148.9%	-$6.3M+54.2%	-$13.8M
Dividends Paid	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Share Buybacks	$18.8M+75.9%	$10.7M+1073.1%	$910K-94.0%	$15.2M+244.7%	$4.4M	$0	$0	$0

ARLO Financial Ratios

Metric	FY25	FY24	FY23	FY22	FY21	FY20
Gross Margin	44.0%+7.3pp	36.7%+2.6pp	34.1%+6.4pp	27.7%+2.9pp	24.8%+9.3pp	15.5%
Operating Margin	1.1%+8.0pp	-6.8%-1.8pp	-5.1%+6.5pp	-11.6%+2.2pp	-13.8%+15.5pp	-29.4%
Net Margin	2.8%+8.8pp	-6.0%-1.5pp	-4.5%+7.1pp	-11.6%+1.3pp	-12.9%+15.5pp	-28.3%
Return on Equity	11.7%+41.9pp	-30.2%-8.9pp	-21.3%+43.2pp	-64.6%-14.8pp	-49.7%+25.9pp	-75.7%
Return on Assets	4.8%+15.0pp	-10.2%-2.5pp	-7.7%+13.1pp	-20.8%-4.7pp	-16.1%+8.3pp	-24.5%
Current Ratio	1.51+0.0	1.49-0.1	1.55+0.1	1.430.0	1.44-0.1	1.50
Debt-to-Equity	1.43-0.5	1.96+0.2	1.76-0.3	2.10+0.0	2.08-0.0	2.09
FCF Margin	N/A	9.5%+2.3pp	7.2%+17.0pp	-9.8%-3.9pp	-5.9%+8.3pp	-14.1%

Metric	Q4'25	Q3'25	Q2'25	Q1'25	Q4'24	Q3'24	Q2'24	Q1'24
Gross Margin	46.4%+5.9pp	40.5%-4.4pp	44.9%+0.6pp	44.3%+7.4pp	36.9%+1.7pp	35.2%-1.6pp	36.8%-1.4pp	38.1%
Operating Margin	3.3%+2.7pp	0.6%-0.9pp	1.5%+2.7pp	-1.2%+3.7pp	-5.0%-1.0pp	-4.0%+6.1pp	-10.0%-1.5pp	-8.5%
Net Margin	4.1%-0.8pp	4.9%+2.5pp	2.4%+3.1pp	-0.7%+3.3pp	-4.0%-0.8pp	-3.2%+5.9pp	-9.1%-1.3pp	-7.8%
Return on Equity	4.5%-0.8pp	5.3%+2.7pp	2.6%+3.5pp	-0.8%+4.0pp	-4.8%-0.2pp	-4.6%+7.1pp	-11.7%-2.0pp	-9.7%
Return on Assets	1.9%-0.1pp	2.0%+1.0pp	1.0%+1.3pp	-0.3%+1.3pp	-1.6%-0.2pp	-1.4%+2.5pp	-3.9%-0.6pp	-3.3%
Current Ratio	1.51+0.1	1.42-0.1	1.47+0.1	1.42-0.1	1.49+0.1	1.42-0.1	1.48-0.0	1.50
Debt-to-Equity	1.43-0.3	1.72+0.0	1.70-0.2	1.87-0.1	1.96-0.3	2.22+0.2	1.98+0.1	1.90
FCF Margin	N/A	N/A	N/A	23.6%+19.0pp	4.6%-8.0pp	12.6%+7.8pp	4.8%-10.8pp	15.7%

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Frequently Asked Questions

What is Arlo Technologies's annual revenue?

Arlo Technologies (ARLO) reported $529.3M in total revenue for fiscal year 2025. This represents a 3.6% change compared to the previous fiscal year. Revenue measures the total income earned from the company's primary business operations before any expenses are deducted.

How fast is Arlo Technologies's revenue growing?

Arlo Technologies (ARLO) revenue grew by 3.6% year-over-year, from $510.9M to $529.3M in fiscal year 2025.

Is Arlo Technologies profitable?

Yes, Arlo Technologies (ARLO) reported a net income of $14.9M in fiscal year 2025, with a net profit margin of 2.8%.

What is Arlo Technologies's EBITDA?

Arlo Technologies (ARLO) had EBITDA of $10.0M in fiscal year 2025, measuring earnings before interest, taxes, depreciation, and amortization.

What is Arlo Technologies's gross margin?

Arlo Technologies (ARLO) had a gross margin of 44.0% in fiscal year 2025, indicating the percentage of revenue retained after direct costs of goods sold.

What is Arlo Technologies's operating margin?

Arlo Technologies (ARLO) had an operating margin of 1.1% in fiscal year 2025, reflecting the profitability of core business operations before interest and taxes.

What is Arlo Technologies's net profit margin?

Arlo Technologies (ARLO) had a net profit margin of 2.8% in fiscal year 2025, representing the share of revenue converted into profit after all expenses.

What is Arlo Technologies's return on equity (ROE)?

Arlo Technologies (ARLO) has a return on equity of 11.7% for fiscal year 2025, measuring how efficiently the company generates profit from shareholder equity.

What is Arlo Technologies's operating cash flow?

Arlo Technologies (ARLO) generated $78.7M in operating cash flow during fiscal year 2025, representing cash generated from core business activities.

What are Arlo Technologies's total assets?

Arlo Technologies (ARLO) had $310.5M in total assets as of fiscal year 2025, including both current and long-term assets.

How much does Arlo Technologies spend on research and development?

Arlo Technologies (ARLO) invested $73.7M in research and development during fiscal year 2025.

Does Arlo Technologies buy back shares?

Yes, Arlo Technologies (ARLO) spent $45.6M on share buybacks during fiscal year 2025, returning capital to shareholders by reducing shares outstanding.

How many shares does Arlo Technologies have outstanding?

Arlo Technologies (ARLO) had 105M shares outstanding as of fiscal year 2025.

What is Arlo Technologies's current ratio?

Arlo Technologies (ARLO) had a current ratio of 1.51 as of fiscal year 2025, which is generally considered healthy.

What is Arlo Technologies's debt-to-equity ratio?

Arlo Technologies (ARLO) had a debt-to-equity ratio of 1.43 as of fiscal year 2025, measuring the company's financial leverage by comparing total debt to shareholder equity.

What is Arlo Technologies's return on assets (ROA)?

Arlo Technologies (ARLO) had a return on assets of 4.8% for fiscal year 2025, measuring how efficiently the company uses its assets to generate profit.

What is Arlo Technologies's Altman Z-Score?

Arlo Technologies (ARLO) has an Altman Z-Score of 5.31, placing it in the Safe Zone (low bankruptcy risk). The Z-Score combines five financial ratios—working capital, retained earnings, EBIT, market capitalization, and revenue relative to total assets—to predict the likelihood of bankruptcy. Scores above 2.99 indicate financial safety while scores below 1.81 suggest financial distress. Learn more in our complete guide to financial health indicators.

What is Arlo Technologies's Piotroski F-Score?

Arlo Technologies (ARLO) has a Piotroski F-Score of 6 out of 9, indicating neutral financial health. The F-Score evaluates nine binary signals across profitability (positive ROA, positive cash flow, improving ROA, earnings quality), leverage (decreasing debt, improving liquidity, no share dilution), and operating efficiency (improving gross margin, improving asset turnover). Scores of 7–9 indicate strong and improving fundamentals. Learn more in our complete guide to financial health indicators.

Are Arlo Technologies's earnings high quality?

Arlo Technologies (ARLO) has an earnings quality ratio of 5.27x, considered cash-backed (high quality). This ratio compares operating cash flow to net income. A ratio above 1.0x means the company generates more cash than its reported earnings, indicating sustainable, cash-backed profits. Ratios below 1.0x suggest earnings rely on accounting accruals rather than actual cash generation. Learn more in our complete guide to financial health indicators.

How financially healthy is Arlo Technologies?

Arlo Technologies (ARLO) scores 40 out of 100 on our Financial Profile, indicating moderate overall financial health. This composite score evaluates six dimensions: profitability (operating margin), revenue growth, leverage (debt-to-equity), liquidity (current ratio), cash flow quality (free cash flow margin), and shareholder returns (return on equity). Each dimension is normalized against standard financial benchmarks. Learn more in our complete guide to financial health indicators.