ARLOArlo Technologies, Inc.
Services-Detective, Guard & Armored Car Services
- Revenue
- $529M
- 3.6% YoY
- Operating margin
- 1.1%
- 117% YoY
- EBITDA
- $10M
- 132% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear527% of net incomeCash flow under 80% of net income
- Dilutive SBCFired12% of revenueOver 10% of revenue
- Payouts exceed cash flowClear58% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear13% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $435M | $490M | $491M | $511M | $529M | 3.6% |
| Operating income | −$60M | −$57M | −$25M | −$35M | $6M | 117% |
| Net income | −$56M | −$57M | −$22M | −$31M | $15M | 149% |
| Operating cash flow | −$23M | −$46M | $38M | $51M | $79M | 53% |
| Capex | $2M | $2M | $3M | $3M | — | |
| Stock-based comp | $38M | $48M | $48M | $69M | $62M | 9.2% |
| Buybacks | — | $0 | $0 | $4M | $46M | 931% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $1M · 2
- Net
- −$1M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $7M | $21M | 180 | 139 |
| FY2024 | $23M | $41M | 144 | 117 |
| FY2023 | $10M | $37M | 122 | 118 |
| FY2022 | $15M | −$4M | 45 | 98 |
| FY2021 | $10M | $17M | 135 | 127 |