The financials
Arlo Technologies, Inc. by the numbers
Arlo Technologies, Inc. (ARLO) reported revenue of $156M in Q2 2026 (quarter ended Jun 28, 2026), up 21% from the same quarter a year earlier. That came with a gross margin of 48% and net income of $3.0M (1.9% of revenue). For the full year FY2025, revenue was $529M (+3.6% year on year) and net income $15M. Its largest region in Q2 2026 was United States at $87M, 59% of the disclosed total, well ahead of Spain at 26%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $156M | $129M | +21% |
| Gross profit | $75M | $58M | +30% |
| Operating income | $2.5M | $1.9M | +27% |
| Net income | $3.0M | $3.1M | −3.1% |
| Diluted EPS | $0.03 | $0.03 | 0.0% |
| Geographic | Revenue | Share |
|---|---|---|
| United States | $87M | 59% |
| Spain | $38M | 26% |
| Sweden | $23M | 15% |
Business Segments
Revenue split by geographic segment, from SEC XBRL filings.
Latest period: Q2 2026Total $148.0M (+4.5%)
Sweden grew +73% year on yearUnited States +9.3% year on year
Segment Latestquarter on quarteryear on year
- United States$86.9M$86.9MQoQ +6.4%year on year +9.3%+6.4%+9.3%
- Spain$38.4M$38.4MQoQ -1.9%year on year +50%-1.9%+50%
- Sweden$22.7M$22.7MQoQ +9.4%year on year +73%+9.4%+73%
Building Products & Equipment
Ranks #8 of 13 by Smart Score