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

Allegion brought in $4.1B of revenue in fiscal 2025, Arlo Technologies $529.3M in fiscal 2025. Revenue changed by +7.8% at Allegion and +3.6% at Arlo Technologies on the year before, so Allegion grew faster. Allegion kept 15.8% of its revenue as net profit, Arlo Technologies 2.8%.

Side by side, latest fiscal year

ALLEARLO
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$4.1B$529.3M
Revenue growth+7.8%+3.6%
Net income$643.8M$14.9M
Net margin15.8%2.8%
Free cash flow$685.7Mn/a
Free cash flow margin16.9%n/a
Earnings per share (diluted)$7.44$0.14
Cash$356.2M$146.4M
Debt$2Bn/a
Price to earnings20.891.7
Market value$13.1B$1.4B
Dividend yield1.32%n/a
Rank by revenue in sector#234 of 778 · Consumer discretionary#560 of 778 · Consumer discretionary

Over the years

Revenue
ALLE FY2018: $2.7BALLE FY2019: $2.9BALLE FY2020: $2.7BALLE FY2021: $2.9BALLE FY2022: $3.3BALLE FY2023: $3.7BALLE FY2024: $3.8BALLE FY2025: $4.1BARLO FY2018: $464.9MARLO FY2019: $370MARLO FY2020: $357.2MARLO FY2021: $435.1MARLO FY2022: $490.4MARLO FY2023: $491.2MARLO FY2024: $510.9MARLO FY2025: $529.3MFY18FY19FY20FY21FY22FY23FY24FY25
ALLE $4.1BARLO $529.3M
Net income
ALLE FY2018: $434.9MALLE FY2019: $401.8MALLE FY2020: $314.3MALLE FY2021: $483MALLE FY2022: $458MALLE FY2023: $540.4MALLE FY2024: $597.5MALLE FY2025: $643.8MARLO FY2018: -$75.5MARLO FY2019: -$86MARLO FY2020: -$101.3MARLO FY2021: -$56MARLO FY2022: -$56.6MARLO FY2023: -$22MARLO FY2024: -$30.5MARLO FY2025: $14.9MFY18FY19FY20FY21FY22FY23FY24FY25
ALLE $643.8MARLO $14.9M
Net margin
ALLE FY2018: 15.9%ALLE FY2019: 14.1%ALLE FY2020: 11.6%ALLE FY2021: 16.8%ALLE FY2022: 14.0%ALLE FY2023: 14.8%ALLE FY2024: 15.8%ALLE FY2025: 15.8%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
ALLE 15.8%ARLO 2.8%
Revenue growth
ALLE FY2019: +4.5%ALLE FY2020: -4.7%ALLE FY2021: +5.4%ALLE FY2022: +14.1%ALLE FY2023: +11.6%ALLE FY2024: +3.3%ALLE FY2025: +7.8%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
ALLE +7.8%ARLO +3.6%
Free cash flow
ALLE FY2018: $408.7MALLE FY2019: $422.6MALLE FY2020: $443.2MALLE FY2021: $443.2MALLE FY2022: $395.5MALLE FY2023: $516.4MALLE FY2024: $582.9MALLE FY2025: $685.7MARLO FY2018: -$39.4MARLO FY2019: $2.5MARLO FY2020: -$50.4MARLO FY2021: -$25.5MARLO FY2022: -$48MARLO FY2023: $35.5MARLO FY2024: $48.6MFY18FY19FY20FY21FY22FY23FY24FY25
ALLE $685.7MARLO $48.6M

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

Questions about Allegion and Arlo Technologies

Which is bigger by revenue, Allegion or Arlo Technologies?

Allegion is bigger by revenue: $4.1B in fiscal 2025, against $529.3M for Arlo Technologies in fiscal 2025.

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

Allegion had a net margin of 15.8% in fiscal 2025; Arlo Technologies had 2.8% in fiscal 2025.

Which grew revenue faster, Allegion or Arlo Technologies?

In their latest fiscal years revenue changed by +7.8% at Allegion 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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