← Russell 3000 cross-section

ARLO Arlo Technologies, Inc.

Trailing twelve months to 2026-06-28 · as filed 2026-08-06, not restated
Unclassified

Scale

Market cap
$1.4bn
Revenue TTM
$587m
Net income TTM
$30m
Free cash flow
Composite score
53.3
Sector rank
#1820

Valuation

P / E
47.0
EV / EBITDA
59.3
EV / sales
2.3
FCF yield
Earnings yield vs 10-yr
-2.60pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
5.2%
EBITDA margin
3.8%
ROE
19.3%
ROIC
27.3%
Revenue growth
15.7%

Insider activity, last 90 days

Net open-market
$-1.36m
Buyers
0
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We conduct business across three geographic regions—(i) the Americas; (ii) Europe, Middle-East and Africa (“EMEA”); and (iii) Asia Pacific (“APAC”)—and we primarily generate revenue by selling paid subscription services, as well as devices through retail, wholesale distribution, strategic partners, security solution providers, and Arlo’s direct to consumer store. For the three months ended June 28, 2026 and June 29, 2025, we generated total revenue of $155.9 million and $129.4 million, respectively, and income from operations was $2.5 million and $1.9 million, respectively. …Arlo Technologies, Inc., 10-Q, period ended 2026-06-28, filed 2026-08-06

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