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ADT vs Arlo Technologies: revenue, profit, margins and growth compared

ADT brought in $5.1B of revenue in fiscal 2025, Arlo Technologies $529.3M in fiscal 2025. Revenue changed by +4.7% at ADT and +3.6% at Arlo Technologies on the year before, so ADT grew faster. ADT kept 11.6% of its revenue as net profit, Arlo Technologies 2.8%.

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Side by side, latest fiscal year

ADTARLO
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$5.1B$529.3M
Revenue growth+4.7%+3.6%
Net income$596M$14.9M
Net margin11.6%2.8%
Free cash flow$1.7Bn/a
Free cash flow margin33.3%n/a
Earnings per share (diluted)n/a$0.14
Cash$80.8M$146.4M
Debt$7.8Bn/a
Price to earningsn/a91.7
Market value$4.7B$1.4B
Dividend yield3.44%n/a
Rank by revenue in sector#198 of 778 · Consumer discretionary#560 of 778 · Consumer discretionary

Over the years

Revenue
ADT FY2018: $4.6BADT FY2019: $5.1BADT FY2020: $5.3BADT FY2021: $4.2BADT FY2022: $4.4BADT FY2023: $4.7BADT FY2024: $4.9BADT FY2025: $5.1BARLO FY2018: $464.9MARLO FY2019: $370MARLO FY2020: $357.2MARLO FY2021: $435.1MARLO FY2022: $490.4MARLO FY2023: $491.2MARLO FY2024: $510.9MARLO FY2025: $529.3MFY18FY19FY20FY21FY22FY23FY24FY25
ADT $5.1BARLO $529.3M
Net income
ADT FY2018: -$609.2MADT FY2019: -$424.2MADT FY2020: -$632.2MADT FY2021: -$340.8MADT FY2022: $132.7MADT FY2023: $463MADT FY2024: $501.1MADT FY2025: $596MARLO FY2018: -$75.5MARLO FY2019: -$86MARLO FY2020: -$101.3MARLO FY2021: -$56MARLO FY2022: -$56.6MARLO FY2023: -$22MARLO FY2024: -$30.5MARLO FY2025: $14.9MFY18FY19FY20FY21FY22FY23FY24FY25
ADT $596MARLO $14.9M
Net margin
ADT FY2018: -13.3%ADT FY2019: -8.3%ADT FY2020: -11.9%ADT FY2021: -8.1%ADT FY2022: 3.0%ADT FY2023: 10.0%ADT FY2024: 10.2%ADT FY2025: 11.6%ARLO FY2018: -16.2%ARLO FY2019: -23.2%ARLO FY2020: -28.3%ARLO FY2021: -12.9%ARLO FY2022: -11.5%ARLO FY2023: -4.5%ARLO FY2024: -6.0%ARLO FY2025: 2.8%FY18FY19FY20FY21FY22FY23FY24FY25
ADT 11.6%ARLO 2.8%
Revenue growth
ADT FY2019: +11.9%ADT FY2020: +3.7%ADT FY2021: -20.9%ADT FY2022: +4.3%ADT FY2023: +6.2%ADT FY2024: +5.3%ADT FY2025: +4.7%ARLO FY2019: -20.4%ARLO FY2020: -3.5%ARLO FY2021: +21.8%ARLO FY2022: +12.7%ARLO FY2023: +0.2%ARLO FY2024: +4.0%ARLO FY2025: +3.6%FY19FY20FY21FY22FY23FY24FY25
ADT +4.7%ARLO +3.6%
Free cash flow
ADT FY2018: $1.7BADT FY2019: $1.7BADT FY2020: $1.2BADT FY2021: $1.5BADT FY2022: $1.7BADT FY2023: $1.5BADT FY2024: $1.7BADT FY2025: $1.7BARLO FY2018: -$39.4MARLO FY2019: $2.5MARLO FY2020: -$50.4MARLO FY2021: -$25.5MARLO FY2022: -$48MARLO FY2023: $35.5MARLO FY2024: $48.6MFY18FY19FY20FY21FY22FY23FY24FY25
ADT $1.7BARLO $48.6M

Fiscal years as each company reports them; the two may end in different months.

Questions about ADT and Arlo Technologies

Which is bigger by revenue, ADT or Arlo Technologies?

ADT is bigger by revenue: $5.1B in fiscal 2025, against $529.3M for Arlo Technologies in fiscal 2025.

Which keeps more of its revenue as profit, ADT or Arlo Technologies?

ADT had a net margin of 11.6% in fiscal 2025; Arlo Technologies had 2.8% in fiscal 2025.

Which grew revenue faster, ADT or Arlo Technologies?

In their latest fiscal years revenue changed by +4.7% at ADT and +3.6% at Arlo Technologies.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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