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Allegion vs Arlo Technologies: ALLE and ARLO compared
Allegion is the larger company: $1.2B of revenue in its latest quarter (Q3 2026) against $149M for Arlo Technologies (Q3 2026). Allegion is growing faster (+10% against +7% a year earlier). Allegion is more profitable, with an operating margin of 24.3% against 0.7%.
Where the money goes: ALLE and ARLO
Allegion (ALLE) · Q3 2026
Allegion, Q3 2026: revenue $1.2B (+10% year over year), operating margin 24.3%, net earnings $221M, operating cash flow $304M. 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.
| Allegion (ALLE) | Arlo Technologies (ARLO) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.2B | $149M |
| Revenue growth, Y/Y | +10% | +7% |
| Gross margin | — | 46.5% |
| Operating margin | 24.3% | 0.7% |
| Net earnings | $221M | $862K |
| Net margin | 18.8% | 0.6% |
| Operating cash flow | $304M | $20.2M |
| Free cash flow | $279M | $16.6M |
| Market value | $15.8B | — |
| P/E | 23.1× | — |
| Analysts’ mean target | $193.64 | — |
Where the revenue comes from
Allegion
- Products: $1.1B (94%)
- Services and software: $73.8M (6%)
Arlo Technologies
- Subscriptions and services: $96.0M (64%)
- Products: $53.1M (36%)
Questions
Which is bigger, Allegion or Arlo Technologies?
Allegion is the larger company: $1.2B of revenue in its latest quarter (Q3 2026) against $149M for Arlo Technologies (Q3 2026).
Is Allegion or Arlo Technologies growing faster?
Allegion is growing faster (+10% against +7% a year earlier).
Which is more profitable, Allegion or Arlo Technologies?
Allegion is more profitable, with an operating margin of 24.3% against 0.7%.
More: Allegion earnings · how Allegion makes money · Arlo Technologies earnings · how Arlo Technologies makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 22, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.