The Tip Desk

Arlo Technologies, Inc.

Company Stats

Market Cap
$1.3B
as of Sep 30, 2026
Shares Outstanding
107.6M
Free Float
93.9%

Income Statement

Revenue
$529.3M
Operating Income
$6.1M
Net Income
$14.9M
EBITDA
$10.0M
Revenue Growth, 3Y
2.6%
FCF Margin, 3Y Avg
10.5%
FCF Margin, Worst Year
7.2%

Cash Flow

Free Cash Flow
$78.3M
FCF Yield
5.9%
Owner FCF Yield
1.2%

Balance Sheet

Cash & Equivalents
$146.4M

Returns & Capital

Share Repurchases
$45.6M
Buyback Yield, 3Y Avg
1.2%
SBC, 3Y Avg
$59.6M

Cash Flow by Year

YearRevenueFCFMargin
FY2025$529.3M$78.3M14.8%
FY2024$510.9M$48.6M9.5%
FY2023$491.2M$35.5M7.2%
FY2022$490.4M-$48.0M-9.8%
FY2021$435.1M-$25.5M-5.9%

Annual filing data through FY ended December 31, 2025; shares and float as of November 4, 2026. Yields and enterprise value use the calculated market cap above, at its as-of date. Ratios are our calculations from reported figures.

Earnings

Other Coverage