Stocks Consumer discretionary ARLO
NYSE · Consumer discretionaryArlo Technologies, Inc. (ARLO)
Arlo Technologies, Inc. brought in $596.8M of revenue over the twelve months to September 27, 2026, up 17.1% from a year earlier. Net income was $24.5M, a net margin of 4.1%. At September 27, 2026 it held $79.6M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Arlo Technologies, Inc.
- Net worth
- Arlo Technologies, Inc. has a market value (market cap) of $1.3B at the latest share price, and shareholders' equity of $170.8M on its balance sheet at September 27, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $529.3M (+3.6% year on year), with net income of $14.9M. Over the 12 months to September 27, 2026: revenue $596.8M, net income $24.5M.
- Cash flow
- In fiscal 2025 operations brought in $78.7M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 27, 2026. Open on SEC EDGAR
- Next earnings report
- Arlo Technologies, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Arlo Technologies, Inc. does
Arlo Technologies, Inc. is registered with the SEC under industry code SIC 7381 (Services-Detective, Guard & Armored Car Services). Its shares trade on NYSE under the ticker ARLO.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $529.3M | $14.9M | $0.14 | n/a |
| 2024 | $510.9M | -$30.5M | -$0.31 | $48.6M |
| 2023 | $491.2M | -$22M | -$0.24 | $35.5M |
| 2022 | $490.4M | -$56.6M | -$0.65 | -$48M |
| 2021 | $435.1M | -$56M | -$0.68 | -$25.5M |
| 2020 | $357.2M | -$101.3M | -$1.30 | -$50.4M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ARLO ranks in Consumer discretionary
Latest SEC filings
What Arlo Technologies, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 27, 2026Revenue rose 6.9% to $149.2M versus the same quarter last year; diluted EPS $0.01 versus $0.06.
- November 5, 2026
- October 30, 2026Passive stake (5% or more) SCHEDULE 13G
- October 27, 2026Other event 8-K
- October 9, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Quarterly report 10-Q · period to June 28, 2026Revenue rose 21% to $155.9M versus the same quarter last year; diluted EPS $0.03 versus $0.03.
- August 6, 2026
- June 23, 2026
- May 22, 2026
- May 14, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running Arlo Technologies, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $1.8M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 4, 2026 | Binder Kurtis JosephCHIEF FINANCIAL OFFICER | Soldpre-planned (10b5-1) | 33,394 | $501.9K |
| September 29, 2026 | Binder Kurtis JosephCHIEF FINANCIAL OFFICER | Soldpre-planned (10b5-1) | 13,358 | $168K |
| September 28, 2026 | Binder Kurtis JosephCHIEF FINANCIAL OFFICER | Soldpre-planned (10b5-1) | 83,211 | $1M |
| September 1, 2026 | Rothstein Amy MDirector | Soldpre-planned (10b5-1) | 6,149 | $77.2K |
| August 7, 2026 | Rothstein Amy MDirector | Soldpre-planned (10b5-1) | 9,251 | $149.2K |
| August 5, 2026 | Rothstein Amy MDirector | Soldpre-planned (10b5-1) | 2,100 | $33.6K |
| August 4, 2026 | Binder Kurtis JosephCHIEF FINANCIAL OFFICER | Soldpre-planned (10b5-1) | 27,297 | $423.7K |
| August 4, 2026 | Rothstein Amy MDirector | Soldpre-planned (10b5-1) | 5,010 | $76.8K |
Who owns ARLO
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Brandes Investment Partners, LP13G, passive | 9.6% | May 14, 2026 |
| Brandes Investment Partners, L.P.13G, passive with 3 related filers | 5.36% | November 14, 2024 |
| Wasatch Advisors LP13G, passive | 5.3% | November 12, 2025 |
| Vanguard Portfolio Management13G, passive | 5.16% | April 28, 2026 |
| Vanguard Capital Management13G, passive | 5.01% | October 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 261 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 17,506,791 | +462,415 |
| Brandes Investment Partners, LP | 10,753,652 | +534,798 |
| Wasatch Advisors LP | 5,915,935 | +489,668 |
| Vanguard Portfolio Management LLC | 5,829,891 | +402,346 |
| State Street Corp | 4,894,701 | +576,780 |
| Vanguard Capital Management LLC | 4,617,160 | +165,952 |
| Rice Hall James & Associates, LLC | 3,732,962 | +73,074 |
| Geode Capital Management, LLC | 2,736,321 | +258,110 |
| Jupiter Topco LLC | 2,563,579 | new |
| Renaissance Technologies LLC | 2,049,849 | +431 |
| Emerald Advisers, LLC | 2,021,645 | +2,716 |
| Needham Investment Management LLC | 1,995,000 | +235,000 |
| Primecap Management Co | 1,942,330 | -376,183 |
| Swedbank AB | 1,582,175 | +632,175 |
| First Eagle Investment Management, LLC | 1,504,400 | +1,411,900 |
| AWM Investment Company, Inc. | 1,466,009 | +200,900 |
| Northern Trust Corp | 1,465,849 | +174,302 |
| Nuveen, LLC | 1,369,047 | -111,496 |
| Royce & Associates LP | 1,344,074 | +261,970 |
| Morgan Stanley | 1,342,604 | +112,867 |
Insiders
9 insiders reported holding 3,034,738 shares in total, about $37.3M at the last price.
| Holder | Shares |
|---|---|
| Mcrae Matthew BlakeCEO, Director | 1,168,866 |
| Busse BrianGENERAL COUNSEL | 583,364 |
| Faison Ralph EDirector | 411,050 |
| Binder Kurtis JosephCHIEF FINANCIAL OFFICER | 312,147 |
| Summers GradyDirector | 234,014 |
| Carter Miller JocelynDirector | 126,595 |
| Fallon Catriona MDirector | 113,028 |
| Rothstein Amy MDirector | 60,223 |
| Aggarwal PrashantDirector | 25,451 |
Questions about ARLO
What does Arlo Technologies, Inc. do?
Arlo Technologies, Inc. is a company in the Consumer discretionary sector, listed on NYSE as ARLO. Its shares trade on NYSE under the ticker ARLO.
What is Arlo Technologies, Inc.'s net worth?
Arlo Technologies, Inc. has a market value (market cap) of $1.3B at the latest share price, and shareholders' equity of $170.8M on its balance sheet at September 27, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Arlo Technologies, Inc. profitable?
Yes. Over the twelve months to September 27, 2026 it reported net income of $24.5M on revenue of $596.8M, a net margin of 4.1%.
How much revenue does Arlo Technologies, Inc. make?
Over the twelve months to September 27, 2026 Arlo Technologies, Inc. reported revenue of $596.8M. That is 17.1% more than a year earlier.
When did Arlo Technologies, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 27, 2026.
When is Arlo Technologies, Inc.'s next earnings report?
Arlo Technologies, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Arlo Technologies, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.