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ADT vs Arlo Technologies: ADT and ARLO compared
ADT is the larger company: $1.3B of revenue in its latest quarter (Q3 2026) against $149M for Arlo Technologies (Q3 2026). Arlo Technologies is growing faster (+7% against +4% a year earlier). ADT is more profitable, with an operating margin of 23.0% against 0.7%.
Where the money goes: ADT and ARLO
ADT (ADT) · Q3 2026
ADT, Q3 2026: revenue $1.3B (+4% year over year), operating margin 23.0%, net earnings $151M, operating cash flow $440M. The chart follows the revenue to costs, profit and cash.
Arlo Technologies (ARLO) · Q3 2026
Arlo Technologies, Q3 2026: revenue $149M (+7% year over year), operating margin 0.7%, net earnings $862K, operating cash flow $20.2M. The chart follows the revenue to costs, profit and cash.
| ADT (ADT) | Arlo Technologies (ARLO) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.3B | $149M |
| Revenue growth, Y/Y | +4% | +7% |
| Gross margin | — | 46.5% |
| Operating margin | 23.0% | 0.7% |
| Net earnings | $151M | $862K |
| Net margin | 11.2% | 0.6% |
| Operating cash flow | $440M | $20.2M |
| Free cash flow | $205M | $16.6M |
| Market value | $9.0B | — |
| P/E | 14.6× | — |
| Analysts’ mean target | $8.88 | — |
Where the revenue comes from
ADT
- Monitoring and related services: $1.1B (80%)
- Security installation, product, and other: $265M (20%)
Arlo Technologies
- Subscriptions and services: $96.0M (64%)
- Products: $53.1M (36%)
Questions
Which is bigger, ADT or Arlo Technologies?
ADT is the larger company: $1.3B of revenue in its latest quarter (Q3 2026) against $149M for Arlo Technologies (Q3 2026).
Is ADT or Arlo Technologies growing faster?
Arlo Technologies is growing faster (+7% against +4% a year earlier).
Which is more profitable, ADT or Arlo Technologies?
ADT is more profitable, with an operating margin of 23.0% against 0.7%.
More: ADT earnings · how ADT makes money · Arlo Technologies earnings · how Arlo Technologies makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 3, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.