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Side-by-side financial comparison of Allegiant Travel CO (ALGT) and GRACO INC (GGG). Click either name above to swap in a different company.
Allegiant Travel CO is the larger business by last-quarter revenue ($732.4M vs $593.2M, roughly 1.2× GRACO INC). GRACO INC runs the higher net margin — 22.3% vs 5.8%, a 16.5% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 4.8%). Over the past eight quarters, Allegiant Travel CO's revenue compounded faster (11.0% CAGR vs 9.8%).
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.
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
ALGT vs GGG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $732.4M | $593.2M |
| Net Profit | $42.5M | $132.5M |
| Gross Margin | — | 51.7% |
| Operating Margin | 11.1% | 26.7% |
| Net Margin | 5.8% | 22.3% |
| Revenue YoY | 4.8% | 8.1% |
| Net Profit YoY | 32.4% | 21.9% |
| EPS (diluted) | $2.30 | $0.78 |
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 | $593.2M | ||
| Q3 25 | $494.1M | $543.4M | ||
| Q2 25 | $617.9M | $571.8M | ||
| Q1 25 | $616.8M | $528.3M | ||
| Q4 24 | $553.6M | $548.7M | ||
| Q3 24 | $489.0M | $519.2M | ||
| Q2 24 | $594.5M | $553.2M |
| Q1 26 | $42.5M | — | ||
| Q4 25 | $31.9M | $132.5M | ||
| Q3 25 | $-43.6M | $137.6M | ||
| Q2 25 | $-65.2M | $127.6M | ||
| Q1 25 | $32.1M | $124.1M | ||
| Q4 24 | $-216.2M | $108.7M | ||
| Q3 24 | $-36.8M | $122.2M | ||
| Q2 24 | $13.7M | $133.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 51.7% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 52.4% | ||
| Q1 25 | — | 52.6% | ||
| Q4 24 | — | 50.9% | ||
| Q3 24 | — | 53.2% | ||
| Q2 24 | — | 54.4% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | 11.2% | 26.7% | ||
| Q3 25 | -5.5% | 30.3% | ||
| Q2 25 | -10.9% | 27.5% | ||
| Q1 25 | 10.5% | 27.3% | ||
| Q4 24 | -47.7% | 23.7% | ||
| Q3 24 | -5.4% | 28.1% | ||
| Q2 24 | 5.9% | 29.2% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | 5.4% | 22.3% | ||
| Q3 25 | -8.8% | 25.3% | ||
| Q2 25 | -10.5% | 22.3% | ||
| Q1 25 | 5.2% | 23.5% | ||
| Q4 24 | -39.1% | 19.8% | ||
| Q3 24 | -7.5% | 23.5% | ||
| Q2 24 | 2.3% | 24.0% |
| Q1 26 | $2.30 | — | ||
| Q4 25 | $1.82 | $0.78 | ||
| Q3 25 | $-2.41 | $0.82 | ||
| Q2 25 | $-3.62 | $0.76 | ||
| Q1 25 | $1.73 | $0.72 | ||
| Q4 24 | $-12.12 | $0.63 | ||
| Q3 24 | $-2.05 | $0.71 | ||
| Q2 24 | $0.75 | $0.77 |
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 | $624.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $2.7B |
| Total Assets | — | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $902.1M | — | ||
| Q4 25 | $805.7M | $624.1M | ||
| Q3 25 | $956.7M | $618.7M | ||
| Q2 25 | $842.8M | $534.9M | ||
| Q1 25 | $878.6M | $536.1M | ||
| Q4 24 | $781.1M | $675.3M | ||
| Q3 24 | $759.3M | $764.5M | ||
| Q2 24 | $791.9M | $666.0M |
| 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 | $2.7B | ||
| Q3 25 | $1.0B | $2.6B | ||
| Q2 25 | $1.1B | $2.5B | ||
| Q1 25 | $1.1B | $2.5B | ||
| Q4 24 | $1.1B | $2.6B | ||
| Q3 24 | $1.3B | $2.5B | ||
| Q2 24 | $1.3B | $2.4B |
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $3.3B | ||
| Q3 25 | $4.4B | $3.2B | ||
| Q2 25 | $4.4B | $3.0B | ||
| Q1 25 | $4.5B | $3.0B | ||
| Q4 24 | $4.4B | $3.1B | ||
| Q3 24 | $4.8B | $3.0B | ||
| Q2 24 | $4.9B | $2.9B |
| 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 | — | $196.3M |
| Free Cash FlowOCF − Capex | — | $184.3M |
| FCF MarginFCF / Revenue | — | 31.1% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $112.2M | $196.3M | ||
| Q3 25 | $-6.1M | $179.2M | ||
| Q2 25 | $92.2M | $182.7M | ||
| Q1 25 | $191.4M | $125.4M | ||
| Q4 24 | $84.4M | $185.2M | ||
| Q3 24 | $17.3M | $178.6M | ||
| Q2 24 | $68.9M | $139.0M |
| Q1 26 | — | — | ||
| Q4 25 | $90.4M | $184.3M | ||
| Q3 25 | $-121.7M | $175.7M | ||
| Q2 25 | $-10.5M | $163.1M | ||
| Q1 25 | $116.9M | $114.8M | ||
| Q4 24 | $24.0M | $171.3M | ||
| Q3 24 | $-28.7M | $159.2M | ||
| Q2 24 | $7.0M | $102.7M |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 31.1% | ||
| Q3 25 | -24.6% | 32.3% | ||
| Q2 25 | -1.7% | 28.5% | ||
| Q1 25 | 19.0% | 21.7% | ||
| Q4 24 | 4.3% | 31.2% | ||
| Q3 24 | -5.9% | 30.7% | ||
| Q2 24 | 1.2% | 18.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 2.0% | ||
| Q3 25 | 23.4% | 0.6% | ||
| Q2 25 | 16.6% | 3.4% | ||
| Q1 25 | 12.1% | 2.0% | ||
| Q4 24 | 10.9% | 2.5% | ||
| Q3 24 | 9.4% | 3.7% | ||
| Q2 24 | 10.4% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | 1.48× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.43× | ||
| Q1 25 | 5.96× | 1.01× | ||
| Q4 24 | — | 1.70× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | 5.03× | 1.05× |
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% |
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
