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Side-by-side financial comparison of Allegiant Travel CO (ALGT) and Datadog (DDOG). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $732.4M, roughly 1.3× Allegiant Travel CO). Allegiant Travel CO runs the higher net margin — 5.8% vs 4.9%, a 0.9% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 4.8%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 11.0%).
Allegiant Air, styled as allegiant, is an American low-cost airline headquartered in Las Vegas, Nevada. The airline focuses on serving leisure traffic from small and medium-sized cities which it considers to be underserved, using an ultra low-cost business model with minimal inclusions in fares and a greater number of add-on fees.
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
ALGT vs DDOG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $732.4M | $953.2M |
| Net Profit | $42.5M | $46.6M |
| Gross Margin | — | 80.4% |
| Operating Margin | 11.1% | 1.0% |
| Net Margin | 5.8% | 4.9% |
| Revenue YoY | 4.8% | 29.2% |
| Net Profit YoY | 32.4% | 2.1% |
| EPS (diluted) | $2.30 | $0.13 |
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 | $732.4M | — | ||
| Q4 25 | $595.5M | $953.2M | ||
| Q3 25 | $494.1M | $885.7M | ||
| Q2 25 | $617.9M | $826.8M | ||
| Q1 25 | $616.8M | $761.6M | ||
| Q4 24 | $553.6M | $737.7M | ||
| Q3 24 | $489.0M | $690.0M | ||
| Q2 24 | $594.5M | $645.3M |
| Q1 26 | $42.5M | — | ||
| Q4 25 | $31.9M | $46.6M | ||
| Q3 25 | $-43.6M | $33.9M | ||
| Q2 25 | $-65.2M | $2.6M | ||
| Q1 25 | $32.1M | $24.6M | ||
| Q4 24 | $-216.2M | $45.6M | ||
| Q3 24 | $-36.8M | $51.7M | ||
| Q2 24 | $13.7M | $43.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 80.1% | ||
| Q2 25 | — | 79.9% | ||
| Q1 25 | — | 79.3% | ||
| Q4 24 | — | 80.5% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 80.9% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | 11.2% | 1.0% | ||
| Q3 25 | -5.5% | -0.7% | ||
| Q2 25 | -10.9% | -4.3% | ||
| Q1 25 | 10.5% | -1.6% | ||
| Q4 24 | -47.7% | 1.3% | ||
| Q3 24 | -5.4% | 2.9% | ||
| Q2 24 | 5.9% | 2.0% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | 5.4% | 4.9% | ||
| Q3 25 | -8.8% | 3.8% | ||
| Q2 25 | -10.5% | 0.3% | ||
| Q1 25 | 5.2% | 3.2% | ||
| Q4 24 | -39.1% | 6.2% | ||
| Q3 24 | -7.5% | 7.5% | ||
| Q2 24 | 2.3% | 6.8% |
| Q1 26 | $2.30 | — | ||
| Q4 25 | $1.82 | $0.13 | ||
| Q3 25 | $-2.41 | $0.10 | ||
| Q2 25 | $-3.62 | $0.01 | ||
| Q1 25 | $1.73 | $0.07 | ||
| Q4 24 | $-12.12 | $0.14 | ||
| Q3 24 | $-2.05 | $0.14 | ||
| Q2 24 | $0.75 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $902.1M | $401.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $3.7B |
| Total Assets | — | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $902.1M | — | ||
| Q4 25 | $805.7M | $401.3M | ||
| Q3 25 | $956.7M | $540.6M | ||
| Q2 25 | $842.8M | $489.0M | ||
| Q1 25 | $878.6M | $1.1B | ||
| Q4 24 | $781.1M | $1.2B | ||
| Q3 24 | $759.3M | $337.4M | ||
| Q2 24 | $791.9M | $411.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $3.7B | ||
| Q3 25 | $1.0B | $3.4B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $1.1B | $2.9B | ||
| Q4 24 | $1.1B | $2.7B | ||
| Q3 24 | $1.3B | $2.6B | ||
| Q2 24 | $1.3B | $2.4B |
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $6.6B | ||
| Q3 25 | $4.4B | $6.1B | ||
| Q2 25 | $4.4B | $5.8B | ||
| Q1 25 | $4.5B | $6.0B | ||
| Q4 24 | $4.4B | $5.8B | ||
| Q3 24 | $4.8B | $4.6B | ||
| Q2 24 | $4.9B | $4.4B |
| Q1 26 | — | — | ||
| Q4 25 | 1.60× | — | ||
| Q3 25 | 1.76× | — | ||
| Q2 25 | 1.68× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 1.30× | — |
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 | — | $327.1M |
| Free Cash FlowOCF − Capex | — | $318.2M |
| FCF MarginFCF / Revenue | — | 33.4% |
| Capex IntensityCapex / Revenue | — | 0.9% |
| Cash ConversionOCF / Net Profit | — | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $112.2M | $327.1M | ||
| Q3 25 | $-6.1M | $251.5M | ||
| Q2 25 | $92.2M | $200.1M | ||
| Q1 25 | $191.4M | $271.5M | ||
| Q4 24 | $84.4M | $265.2M | ||
| Q3 24 | $17.3M | $228.7M | ||
| Q2 24 | $68.9M | $164.4M |
| Q1 26 | — | — | ||
| Q4 25 | $90.4M | $318.2M | ||
| Q3 25 | $-121.7M | $234.7M | ||
| Q2 25 | $-10.5M | $184.9M | ||
| Q1 25 | $116.9M | $262.8M | ||
| Q4 24 | $24.0M | $257.5M | ||
| Q3 24 | $-28.7M | $220.3M | ||
| Q2 24 | $7.0M | $160.0M |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 33.4% | ||
| Q3 25 | -24.6% | 26.5% | ||
| Q2 25 | -1.7% | 22.4% | ||
| Q1 25 | 19.0% | 34.5% | ||
| Q4 24 | 4.3% | 34.9% | ||
| Q3 24 | -5.9% | 31.9% | ||
| Q2 24 | 1.2% | 24.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 0.9% | ||
| Q3 25 | 23.4% | 1.9% | ||
| Q2 25 | 16.6% | 1.8% | ||
| Q1 25 | 12.1% | 1.1% | ||
| Q4 24 | 10.9% | 1.1% | ||
| Q3 24 | 9.4% | 1.2% | ||
| Q2 24 | 10.4% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | 7.02× | ||
| Q3 25 | — | 7.42× | ||
| Q2 25 | — | 75.58× | ||
| Q1 25 | 5.96× | 11.02× | ||
| Q4 24 | — | 5.82× | ||
| Q3 24 | — | 4.42× | ||
| Q2 24 | 5.03× | 3.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALGT
| Passenger | $671.8M | 92% |
| Third party products | $42.3M | 6% |
| Fixed fee contracts | $18.1M | 2% |
| Resort and other | $175.0K | 0% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
