ARLO compared with ALLE: revenue, margins and what each company keeps, and the suppliers and customers both name

ARLOArlo Technologies, Inc.

Mkt capRevenueRevenue

ALLEAllegion plc

Mkt capRevenueRevenue

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ARLOArlo Technologies, Inc.

ALLEAllegion plc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only ARLO 24

—Verisureunlistedcustomer

AMZNAmazon Web Servicessupplier

WMTWalmartcustomer

COSTCostcocustomer

20 more · ARLO chain ›

Shared 0

No disclosed counterparties: ALLE.

Only ALLE 0

None

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

ARLOArlo Technologies, Inc.

15.23▲+11.07%· post 15.02

Mkt cap$1.5BRevenue$156MQ2 FY26Revenue$529MFY25

ALLEAllegion plc

192.94▲+1.90%· post 191.81

ClosedNov 4 '26

Mkt cap$16.0BRevenue$1.2BQ3 FY26Revenue$4.1BFY25

Compare

ClosedNov 4 '26

ARLOArlo Technologies, Inc.

ALLEAllegion plc

15.23▲+11.07%post 15.02

Price

192.94▲+1.90%post 191.81

$1.5B

Mkt cap

$16.0B

Q2 FY26$156M

Revenue

$1.2BQ3 FY26

FY25$529M

Revenue

$4.1BFY25

ARLO15.23▲+11.07%vsALLE192.94▲+1.90%ClosedNov 4 '26