Q3 FY2026 · ended Sep 27, 2026 · Revenue $149.18M, +6.9% YoY · Filed Nov 5, 2026
Arlo Technologies, Inc. (ARLO) files with the SEC under industry code 7381, Services-Detective, Guard & Armored Car Services. In Q3 of fiscal 2026, the quarter ended Sep 27, 2026, it reported revenue of $149.2 million and net income of $862,000. As of Sep 27, 2026 it held $79.6 million in cash and investments and $7.2 million in total debt.
Revenue
$149.18M
+6.9% vs year-ago quarter
Net income
$862,000
-87.5% vs year-ago quarter
Operating cash flow
$20.24M
+5.4% vs year-ago quarter
Free cash flow
$28.12M
+402.4% vs prior quarter
EPS
$0.01
-83.3% vs year-ago quarter
Dividend per share
None
Shares outstanding
107.53M
+1.5% vs year-ago quarter
Net cash
$72.35M
Q3 FY2026
Operating margin
2.6%
TTM
Company profile
- Industry
- Services-Detective, Guard & Armored Car Services (SIC 7381)
- Listed as
- ARLO (NYSE)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Carlsbad, CA
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1736946
Other Services-Detective, Guard & Armored Car Services companies
- Allegion plc ALLE
- ADT Inc. ADT
- Concorde International Group Ltd. CIGL
- Guardforce AI Co., Ltd. GFAI
- SU Group Holdings Ltd SUGP
All 6 Services-Detective, Guard & Armored Car Services companies
Key figures
Fiscal-year totals from the annual reports; switch to Annual for the full-year view. Balance sheet lines are as of each year end.
| Line | Q3 FY2026 Sep 27, 2026 |
Q2 FY2026 Jun 28, 2026 |
Q1 FY2026 Mar 29, 2026 |
Q4 FY2025 Dec 31, 2025 |
Q3 FY2025 Sep 28, 2025 |
|---|---|---|---|---|---|
| Revenue | $149.2M | $155.9M | $150.4M | $141.3M | $139.5M |
| Operating income | $1.0M | $2.5M | $7.6M | $4.7M | $872,000 |
| Net income | $862,000 | $3.0M | $14.9M | $5.8M | $6.9M |
| Diluted EPS | $0.01 | $0.03 | $0.13 | $0.05 | $0.06 |
| Operating cash flow | $20.2M | $11.4M | $27.9M | $19.8M | $19.2M |
| Total assets | $380.6M | $374.6M | $360.2M | $310.5M | $350.9M |
| Total liabilities | $209.7M | $216.1M | $200.8M | $182.7M | $221.6M |
| Stockholders' equity | $170.8M | $158.5M | $159.4M | $127.8M | $129.2M |
| Cash and investments | $79.6M | $101.4M | $152.6M | $146.4M | $86.0M |
| Total debt | $7.2M | $7.7M | $8.2M | $8.7M | $8.9M |
Recent SEC filings
| Form | Description | Filed | Period |
|---|---|---|---|
| 10-Q | Quarterly report | Nov 5, 2026 | Sep 27, 2026 |
| 8-K |
Current report
Results of operations
|
Nov 5, 2026 | Nov 5, 2026 |
| 8-K |
Current report
Other events
|
Oct 27, 2026 | Oct 27, 2026 |
| 10-Q | Quarterly report | Aug 6, 2026 | Jun 28, 2026 |
| 8-K |
Current report
Results of operations
|
Aug 6, 2026 | Aug 6, 2026 |
| 8-K |
Current report
Shareholder vote results
|
Jun 23, 2026 | Jun 18, 2026 |
All 597 Arlo Technologies, Inc. SEC filings
Source: SEC EDGAR filings. This is company-reported data, not investment advice.