Arlo Technologies (ARLO) Cost of Revenue (2017 - 2026)
Arlo Technologies (ARLO) posted Cost of Revenue of $77.7 million for Q1 2026, up 2.57% sequentially from $75.8 million in Q4 2025, and up 17.15% YoY from $66.3 million in Q1 2025.
Arlo Technologies (ARLO) Cost of Revenue (2017 - 2026) Analysis & Trends
Arlo Technologies has reported Cost of Revenue for 10 years, with the latest figure at $77.7 million in Q1 2026.
- Quarterly Cost of Revenue rose 17.15% year-over-year to $77.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $307.8 million (down 1.62% YoY) and the FY2025 annual result came in at $296.5 million, down 8.33% from the prior year.
- Cost of Revenue improved to $77.7 million in Q1 2026 per ARLO's latest filing, from $75.8 million in the prior quarter.
- Over five years, Cost of Revenue peaked at $91.4 million in Q4 2022 and troughed at $66.3 million in Q1 2025.
- A 5-year average of $80.9 million and a median of $80.6 million in 2024 frame the typical range for Cost of Revenue.
- The widest YoY moves for Cost of Revenue: up 60.67% in 2022, down 22.12% in 2022.
- Over 5 years, Cost of Revenue stood at $86.6 million in 2022, then gained by 1.37% to $87.7 million in 2023, then declined by 12.57% to $76.7 million in 2024, then decreased by 1.24% to $75.8 million in 2025, then advanced by 2.57% to $77.7 million in 2026.
- According to Business Quant data, Cost of Revenue over the past three periods registered $77.7 million, $75.8 million, and $83.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 100.21 Bn | 98.89 Bn | 2.26 Bn | 4.09 Bn |
| 2 | Johnson Controls International | 87.02 Bn | 86.38 Bn | 2.47 Bn | 4.14 Bn |
| 3 | Carrier Global | 50.08 Bn | 48.73 Bn | 1.94 Bn | 4.41 Bn |
| 4 | Carlisle Companies | 14.80 Bn | 14.14 Bn | 568.40 Mn | 1.00 Bn |
| 5 | Masco | 14.60 Bn | 14.06 Bn | 868.00 Mn | 1.12 Bn |
| 6 | Lennox International | 13.99 Bn | 13.94 Bn | 539.50 Mn | 1.01 Bn |
| 7 | Owens Corning | 11.96 Bn | 11.69 Bn | 793.00 Mn | 1.96 Bn |
| 8 | Advanced Drainage Systems | 11.02 Bn | 10.86 Bn | 408.05 Mn | 593.07 Mn |
| 9 | SPX Technologies | 10.33 Bn | 10.16 Bn | 272.80 Mn | 406.20 Mn |
| 10 | Arlo Technologies | 1.41 Bn | 1.31 Bn | 75.22 Mn | 80.72 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 28, 2026 | 80.72 Mn |
| Jun 28, 2026 | 80.72 Mn |
| Mar 29, 2026 | 77.71 Mn |
| Mar 29, 2026 | 77.71 Mn |
| Dec 31, 2025 | 75.76 Mn |
| Dec 31, 2025 | 75.76 Mn |
| Sep 28, 2025 | 83.02 Mn |
| Sep 28, 2025 | 83.02 Mn |
| Jun 29, 2025 | 71.33 Mn |
| Jun 29, 2025 | 71.33 Mn |
| Mar 30, 2025 | 66.34 Mn |
| Mar 30, 2025 | 66.34 Mn |
| Dec 31, 2024 | 76.72 Mn |
| Dec 31, 2024 | 76.72 Mn |
| Sep 29, 2024 | 89.25 Mn |
| Sep 29, 2024 | 89.25 Mn |
| Jun 30, 2024 | 80.59 Mn |
| Jun 30, 2024 | 80.59 Mn |
| Mar 31, 2024 | 76.82 Mn |
| Mar 31, 2024 | 76.82 Mn |