Arlo Technologies ARLO
NYSE ARLO
$13.10 +0.06 (+0.46%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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