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Side-by-side financial comparison of C3.ai, Inc. (AI) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
TACTILE SYSTEMS TECHNOLOGY INC is the larger business by last-quarter revenue ($103.6M vs $75.1M, roughly 1.4× C3.ai, Inc.). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs -139.3%, a 149.5% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs -20.3%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-46.9M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs -2.1%).
C3.ai, Inc. is a leading enterprise artificial intelligence software provider that develops and delivers scalable AI applications, platform tools, and industry-specific solutions for clients across sectors including manufacturing, energy, financial services, healthcare and public sector. Its offerings help organizations optimize operations, reduce costs, mitigate risks, and realize data-driven decision making.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
AI vs TCMD — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $75.1M | $103.6M |
| Net Profit | $-104.7M | $10.6M |
| Gross Margin | 40.4% | 78.2% |
| Operating Margin | -149.2% | 18.1% |
| Net Margin | -139.3% | 10.3% |
| Revenue YoY | -20.3% | 21.0% |
| Net Profit YoY | -58.7% | 9.4% |
| EPS (diluted) | $-0.75 | $0.45 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $75.1M | $103.6M | ||
| Q3 25 | $70.3M | $85.8M | ||
| Q2 25 | $108.7M | $78.9M | ||
| Q1 25 | $98.8M | $61.3M | ||
| Q4 24 | $94.3M | $85.6M | ||
| Q3 24 | $87.2M | $73.1M | ||
| Q2 24 | $86.6M | $73.2M | ||
| Q1 24 | $78.4M | $61.1M |
| Q4 25 | $-104.7M | $10.6M | ||
| Q3 25 | $-116.8M | $8.2M | ||
| Q2 25 | $-79.7M | $3.2M | ||
| Q1 25 | $-80.2M | $-3.0M | ||
| Q4 24 | $-66.0M | $9.7M | ||
| Q3 24 | $-62.8M | $5.2M | ||
| Q2 24 | $-72.9M | $4.3M | ||
| Q1 24 | $-72.6M | $-2.2M |
| Q4 25 | 40.4% | 78.2% | ||
| Q3 25 | 37.6% | 75.8% | ||
| Q2 25 | 62.1% | 74.5% | ||
| Q1 25 | 59.1% | 74.0% | ||
| Q4 24 | 61.3% | 75.2% | ||
| Q3 24 | 59.8% | 75.0% | ||
| Q2 24 | 59.6% | 73.9% | ||
| Q1 24 | 57.8% | 71.1% |
| Q4 25 | -149.2% | 18.1% | ||
| Q3 25 | -177.7% | 12.8% | ||
| Q2 25 | -81.8% | 5.2% | ||
| Q1 25 | -88.7% | -7.4% | ||
| Q4 24 | -79.8% | 14.6% | ||
| Q3 24 | -83.2% | 9.3% | ||
| Q2 24 | -95.1% | 8.0% | ||
| Q1 24 | -105.3% | -4.9% |
| Q4 25 | -139.3% | 10.3% | ||
| Q3 25 | -166.2% | 9.6% | ||
| Q2 25 | -73.3% | 4.1% | ||
| Q1 25 | -81.2% | -4.9% | ||
| Q4 24 | -69.9% | 11.4% | ||
| Q3 24 | -72.0% | 7.1% | ||
| Q2 24 | -84.2% | 5.9% | ||
| Q1 24 | -92.6% | -3.6% |
| Q4 25 | $-0.75 | $0.45 | ||
| Q3 25 | $-0.86 | $0.36 | ||
| Q2 25 | $-0.60 | $0.14 | ||
| Q1 25 | $-0.62 | $-0.13 | ||
| Q4 24 | $-0.52 | $0.40 | ||
| Q3 24 | $-0.50 | $0.21 | ||
| Q2 24 | $-0.59 | $0.18 | ||
| Q1 24 | $-0.60 | $-0.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $675.0M | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $771.9M | $218.9M |
| Total Assets | $961.3M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $675.0M | $83.4M | ||
| Q3 25 | $711.9M | $66.0M | ||
| Q2 25 | $742.7M | $81.5M | ||
| Q1 25 | $724.3M | $83.6M | ||
| Q4 24 | $730.4M | $94.4M | ||
| Q3 24 | $762.5M | $82.1M | ||
| Q2 24 | $750.4M | $73.6M | ||
| Q1 24 | $723.3M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $771.9M | $218.9M | ||
| Q3 25 | $798.8M | $204.9M | ||
| Q2 25 | $838.3M | $194.9M | ||
| Q1 25 | $860.2M | $205.6M | ||
| Q4 24 | $859.0M | $216.6M | ||
| Q3 24 | $874.9M | $207.9M | ||
| Q2 24 | $873.4M | $200.7M | ||
| Q1 24 | $898.0M | $193.5M |
| Q4 25 | $961.3M | $273.9M | ||
| Q3 25 | $968.7M | $259.2M | ||
| Q2 25 | $1.0B | $273.0M | ||
| Q1 25 | $1.1B | $280.2M | ||
| Q4 24 | $1.0B | $297.9M | ||
| Q3 24 | $1.1B | $287.7M | ||
| Q2 24 | $1.0B | $278.8M | ||
| Q1 24 | $1.1B | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-46.5M | $17.3M |
| Free Cash FlowOCF − Capex | $-46.9M | $16.8M |
| FCF MarginFCF / Revenue | -62.4% | 16.2% |
| Capex IntensityCapex / Revenue | 0.5% | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $-93.2M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-46.5M | $17.3M | ||
| Q3 25 | $-33.5M | $10.3M | ||
| Q2 25 | $11.3M | $14.8M | ||
| Q1 25 | $-22.0M | $417.0K | ||
| Q4 24 | $-38.7M | $16.3M | ||
| Q3 24 | $8.0M | $10.3M | ||
| Q2 24 | $21.3M | $13.1M | ||
| Q1 24 | $-39.1M | $924.0K |
| Q4 25 | $-46.9M | $16.8M | ||
| Q3 25 | $-34.3M | $9.2M | ||
| Q2 25 | $10.3M | $14.4M | ||
| Q1 25 | $-22.4M | $38.0K | ||
| Q4 24 | $-39.5M | $15.9M | ||
| Q3 24 | $7.1M | $9.3M | ||
| Q2 24 | $18.8M | $12.6M | ||
| Q1 24 | $-45.1M | $442.0K |
| Q4 25 | -62.4% | 16.2% | ||
| Q3 25 | -48.8% | 10.8% | ||
| Q2 25 | 9.5% | 18.2% | ||
| Q1 25 | -22.7% | 0.1% | ||
| Q4 24 | -41.9% | 18.5% | ||
| Q3 24 | 8.2% | 12.7% | ||
| Q2 24 | 21.7% | 17.3% | ||
| Q1 24 | -57.6% | 0.7% |
| Q4 25 | 0.5% | 0.5% | ||
| Q3 25 | 1.1% | 1.3% | ||
| Q2 25 | 0.9% | 0.5% | ||
| Q1 25 | 0.4% | 0.6% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 1.1% | 1.3% | ||
| Q2 24 | 2.9% | 0.7% | ||
| Q1 24 | 7.8% | 0.8% |
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
