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Side-by-side financial comparison of Astera Labs, Inc. (ALAB) and Soho House & Co Inc. (SHCO). Click either name above to swap in a different company.
Soho House & Co Inc. is the larger business by last-quarter revenue ($370.8M vs $308.4M, roughly 1.2× Astera Labs, Inc.). Astera Labs, Inc. runs the higher net margin — 26.0% vs -5.0%, a 31.1% gap on every dollar of revenue. On growth, Astera Labs, Inc. posted the faster year-over-year revenue change (93.4% vs 11.2%). Over the past eight quarters, Astera Labs, Inc.'s revenue compounded faster (100.3% CAGR vs 13.5%).
Astera Labs, Inc. is an American fabless semiconductor manufacturer and artificial intelligence company. The company specializes in designing high-speed connectivity solutions for data centers and AI infrastructure. The company has been listed on the Nasdaq since March 2024.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
ALAB vs SHCO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $308.4M | $370.8M |
| Net Profit | $80.3M | $-18.7M |
| Gross Margin | 76.3% | — |
| Operating Margin | 20.1% | -1.6% |
| Net Margin | 26.0% | -5.0% |
| Revenue YoY | 93.4% | 11.2% |
| Net Profit YoY | 152.4% | -10790.3% |
| EPS (diluted) | $0.44 | $-0.10 |
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.
| Q1 26 | $308.4M | — | ||
| Q4 25 | $270.6M | — | ||
| Q3 25 | $230.6M | $370.8M | ||
| Q2 25 | $191.9M | $329.8M | ||
| Q1 25 | $159.4M | $282.9M | ||
| Q4 24 | $141.1M | $305.6M | ||
| Q3 24 | $113.1M | $333.4M | ||
| Q2 24 | $76.8M | $302.9M |
| Q1 26 | $80.3M | — | ||
| Q4 25 | $45.0M | — | ||
| Q3 25 | $91.1M | $-18.7M | ||
| Q2 25 | $51.2M | $24.9M | ||
| Q1 25 | $31.8M | $8.2M | ||
| Q4 24 | $24.7M | $-91.7M | ||
| Q3 24 | $-7.6M | $175.0K | ||
| Q2 24 | $-7.5M | $-29.9M |
| Q1 26 | 76.3% | — | ||
| Q4 25 | 75.6% | — | ||
| Q3 25 | 76.2% | — | ||
| Q2 25 | 75.8% | — | ||
| Q1 25 | 74.9% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 77.7% | — | ||
| Q2 24 | 77.9% | — |
| Q1 26 | 20.1% | — | ||
| Q4 25 | 24.7% | — | ||
| Q3 25 | 24.0% | -1.6% | ||
| Q2 25 | 20.7% | 18.1% | ||
| Q1 25 | 7.1% | 12.3% | ||
| Q4 24 | 0.1% | -23.1% | ||
| Q3 24 | -7.9% | 11.4% | ||
| Q2 24 | -31.7% | -4.3% |
| Q1 26 | 26.0% | — | ||
| Q4 25 | 16.6% | — | ||
| Q3 25 | 39.5% | -5.0% | ||
| Q2 25 | 26.7% | 7.5% | ||
| Q1 25 | 20.0% | 2.9% | ||
| Q4 24 | 17.5% | -30.0% | ||
| Q3 24 | -6.7% | 0.1% | ||
| Q2 24 | -9.8% | -9.9% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.25 | — | ||
| Q3 25 | $0.50 | $-0.10 | ||
| Q2 25 | $0.29 | $0.13 | ||
| Q1 25 | $0.18 | $0.04 | ||
| Q4 24 | $1.23 | $-0.48 | ||
| Q3 24 | $-0.05 | $0.00 | ||
| Q2 24 | $-0.05 | $-0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $148.3M | $142.5M |
| Total DebtLower is stronger | — | $735.8M |
| Stockholders' EquityBook value | $1.5B | $-351.6M |
| Total Assets | $1.7B | $2.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $148.3M | — | ||
| Q4 25 | $167.6M | — | ||
| Q3 25 | $140.4M | $142.5M | ||
| Q2 25 | $162.3M | $150.3M | ||
| Q1 25 | $86.4M | $150.1M | ||
| Q4 24 | $79.6M | $152.7M | ||
| Q3 24 | $126.1M | $142.8M | ||
| Q2 24 | $421.1M | $148.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $735.8M | ||
| Q2 25 | — | $729.8M | ||
| Q1 25 | — | $705.1M | ||
| Q4 24 | — | $691.5M | ||
| Q3 24 | — | $694.8M | ||
| Q2 24 | — | $682.1M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | $-351.6M | ||
| Q2 25 | $1.1B | $-348.6M | ||
| Q1 25 | $1.0B | $-340.1M | ||
| Q4 24 | $964.8M | $-335.1M | ||
| Q3 24 | $889.6M | $-279.4M | ||
| Q2 24 | $845.3M | $-231.7M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.1B | $2.5B | ||
| Q4 24 | $1.1B | $2.4B | ||
| Q3 24 | $983.1M | $2.6B | ||
| Q2 24 | $915.5M | $2.6B |
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 | $74.6M | $34.9M |
| Free Cash FlowOCF − Capex | — | $3.5M |
| FCF MarginFCF / Revenue | — | 0.9% |
| Capex IntensityCapex / Revenue | — | 8.5% |
| Cash ConversionOCF / Net Profit | 0.93× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $74.6M | — | ||
| Q4 25 | $95.3M | — | ||
| Q3 25 | $78.2M | $34.9M | ||
| Q2 25 | $135.4M | $41.0M | ||
| Q1 25 | $10.5M | $22.8M | ||
| Q4 24 | $39.7M | $26.9M | ||
| Q3 24 | $63.5M | $20.6M | ||
| Q2 24 | $29.8M | $36.0M |
| Q1 26 | — | — | ||
| Q4 25 | $76.6M | — | ||
| Q3 25 | $65.9M | $3.5M | ||
| Q2 25 | $133.3M | $12.4M | ||
| Q1 25 | $6.0M | $7.5M | ||
| Q4 24 | $24.3M | $18.5M | ||
| Q3 24 | $46.8M | $10.3M | ||
| Q2 24 | $28.5M | $10.2M |
| Q1 26 | — | — | ||
| Q4 25 | 28.3% | — | ||
| Q3 25 | 28.6% | 0.9% | ||
| Q2 25 | 69.5% | 3.8% | ||
| Q1 25 | 3.7% | 2.7% | ||
| Q4 24 | 17.2% | 6.1% | ||
| Q3 24 | 41.4% | 3.1% | ||
| Q2 24 | 37.1% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | — | ||
| Q3 25 | 5.3% | 8.5% | ||
| Q2 25 | 1.1% | 8.7% | ||
| Q1 25 | 2.8% | 5.4% | ||
| Q4 24 | 10.9% | 2.7% | ||
| Q3 24 | 14.8% | 3.1% | ||
| Q2 24 | 1.7% | 8.5% |
| Q1 26 | 0.93× | — | ||
| Q4 25 | 2.12× | — | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 2.64× | 1.65× | ||
| Q1 25 | 0.33× | 2.79× | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | — | 117.70× | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALAB
Segment breakdown not available.
SHCO
| Membership | $122.7M | 33% |
| Other | $122.0M | 33% |
| Membership Revenue | $58.5M | 16% |
| Other Revenue | $28.5M | 8% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $24.8M | 7% |
| Elimination Of Equity Accounted Revenue | $13.4M | 4% |
| Related Party | $2.0M | 1% |
| Soho House | $1.0M | 0% |
