Arlo Technologies (ARLO) Operating Leases (2019 - 2026)

Arlo Technologies' (ARLO) quarterly Operating Leases came in at $8.2 million in Q1 2026, down 52.8% year-on-year from $17.4 million in Q1 2025, and up 22.1% quarter-over-quarter from $6.7 million in Q4 2025.

Arlo Technologies (ARLO) Operating Leases (2019 - 2026) Analysis & Trends

Arlo Technologies has disclosed Operating Leases across 8 years of filings, most recently posting $8.2 million for Q1 2026.

  • Operating Leases for Q1 2026 came in at $8.2 million, down 52.8% year-over-year; the trailing twelve-month figure through Mar 2026 was $8.2 million (down 52.8% YoY), and the FY2025 annual result was $6.7 million, down 63.27% from the prior year.
  • Operating Leases came in at $8.2 million for Q1 2026 at Arlo Technologies, up from $6.7 million in the prior quarter.
  • In the past five years, Operating Leases ranged from a high of $26.1 million in Q3 2022 to a low of $6.7 million in Q4 2025.
  • The 5-year median for Operating Leases is $18.4 million (2024), against an average of $17.3 million.
  • Across the five-year window, Operating Leases grew 14.37% in 2022 and plunged 63.27% in 2025, its largest moves.
  • Arlo Technologies' Operating Leases stood at $19.3 million in 2022, then slipped by 11.71% to $17.0 million in 2023, then rose by 7.85% to $18.4 million in 2024, then tumbled by 63.27% to $6.7 million in 2025, then climbed by 22.1% to $8.2 million in 2026.
  • The last three Operating Leases figures came in at $8.2 million (Q1 2026), $6.7 million (Q4 2025), and $8.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Trane Technologies 107.22 Bn 106.17 Bn 1.73 Bn
2 Johnson Controls International 89.13 Bn 88.60 Bn 2.07 Bn
3 Carrier Global 60.07 Bn 59.04 Bn 4.82 Bn
4 Lennox International 18.56 Bn 18.51 Bn 351.30 Mn
5 Masco 15.26 Bn 15.14 Bn 686.00 Mn
6 Carlisle Companies 14.75 Bn 13.98 Bn 363.20 Mn
7 SPX Technologies 12.03 Bn 11.87 Bn 230.60 Mn
8 Advanced Drainage Systems 11.45 Bn 11.30 Bn 237.66 Mn
9 Aaon 11.16 Bn 11.16 Bn 109.77 Mn
10 Arlo Technologies 1.40 Bn 1.24 Bn 72.67 Mn

Historic Data

Download Data
DateValue
Mar 29, 2026 8.23 Mn
Dec 31, 2025 6.74 Mn
Sep 28, 2025 8.85 Mn
Jun 29, 2025 16.60 Mn
Mar 30, 2025 17.44 Mn
Dec 31, 2024 18.36 Mn
Sep 29, 2024 14.48 Mn
Jun 30, 2024 19.32 Mn
Mar 31, 2024 20.14 Mn
Dec 31, 2023 17.02 Mn
Oct 1, 2023 17.97 Mn
Jul 2, 2023 20.96 Mn
Apr 2, 2023 22.05 Mn
Dec 31, 2022 19.28 Mn
Oct 2, 2022 20.24 Mn
Jul 3, 2022 26.05 Mn
Apr 3, 2022 20.31 Mn
Dec 31, 2021 21.47 Mn
Oct 3, 2021 22.61 Mn
Jun 27, 2021 22.78 Mn