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Side-by-side financial comparison of Allegiant Travel CO (ALGT) and NATIONAL FUEL GAS CO (NFG). Click either name above to swap in a different company.
NATIONAL FUEL GAS CO is the larger business by last-quarter revenue ($637.9M vs $595.5M, roughly 1.1× Allegiant Travel CO). NATIONAL FUEL GAS CO runs the higher net margin — 28.5% vs 5.4%, a 23.1% gap on every dollar of revenue. On growth, NATIONAL FUEL GAS CO posted the faster year-over-year revenue change (24.1% vs 7.6%). Allegiant Travel CO produced more free cash flow last quarter ($90.4M vs $-2.7M). Over the past eight quarters, NATIONAL FUEL GAS CO's revenue compounded faster (6.9% CAGR vs 1.3%).
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.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
ALGT vs NFG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $595.5M | $637.9M |
| Net Profit | $31.9M | $181.6M |
| Gross Margin | — | 86.6% |
| Operating Margin | 11.2% | 43.3% |
| Net Margin | 5.4% | 28.5% |
| Revenue YoY | 7.6% | 24.1% |
| Net Profit YoY | 114.8% | 303.8% |
| EPS (diluted) | $1.82 | $1.98 |
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 | $595.5M | $637.9M | ||
| Q3 25 | $494.1M | $443.1M | ||
| Q2 25 | $617.9M | $527.4M | ||
| Q1 25 | $616.8M | $734.8M | ||
| Q4 24 | $553.6M | $513.8M | ||
| Q3 24 | $489.0M | $310.0M | ||
| Q2 24 | $594.5M | $338.6M | ||
| Q1 24 | $579.9M | $558.7M |
| Q4 25 | $31.9M | $181.6M | ||
| Q3 25 | $-43.6M | $107.3M | ||
| Q2 25 | $-65.2M | $149.8M | ||
| Q1 25 | $32.1M | $216.4M | ||
| Q4 24 | $-216.2M | $45.0M | ||
| Q3 24 | $-36.8M | $-167.6M | ||
| Q2 24 | $13.7M | $-54.2M | ||
| Q1 24 | $-919.0K | $166.3M |
| Q4 25 | — | 86.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 94.7% | ||
| Q1 25 | — | 81.6% | ||
| Q4 24 | — | 87.3% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 98.5% | ||
| Q1 24 | — | 81.0% |
| Q4 25 | 11.2% | 43.3% | ||
| Q3 25 | -5.5% | 40.6% | ||
| Q2 25 | -10.9% | 43.7% | ||
| Q1 25 | 10.5% | 43.2% | ||
| Q4 24 | -47.7% | 16.8% | ||
| Q3 24 | -5.4% | -63.4% | ||
| Q2 24 | 5.9% | -15.2% | ||
| Q1 24 | 2.7% | 44.9% |
| Q4 25 | 5.4% | 28.5% | ||
| Q3 25 | -8.8% | 24.2% | ||
| Q2 25 | -10.5% | 28.4% | ||
| Q1 25 | 5.2% | 29.4% | ||
| Q4 24 | -39.1% | 8.8% | ||
| Q3 24 | -7.5% | -54.1% | ||
| Q2 24 | 2.3% | -16.0% | ||
| Q1 24 | -0.2% | 29.8% |
| Q4 25 | $1.82 | $1.98 | ||
| Q3 25 | $-2.41 | $1.18 | ||
| Q2 25 | $-3.62 | $1.64 | ||
| Q1 25 | $1.73 | $2.37 | ||
| Q4 24 | $-12.12 | $0.49 | ||
| Q3 24 | $-2.05 | $-1.81 | ||
| Q2 24 | $0.75 | $-0.59 | ||
| Q1 24 | $-0.07 | $1.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $805.7M | $271.4M |
| Total DebtLower is stronger | $1.7B | $2.7B |
| Stockholders' EquityBook value | $1.1B | $3.6B |
| Total Assets | $4.2B | $9.2B |
| Debt / EquityLower = less leverage | 1.60× | 0.75× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $805.7M | $271.4M | ||
| Q3 25 | $956.7M | $43.2M | ||
| Q2 25 | $842.8M | $39.3M | ||
| Q1 25 | $878.6M | $40.0M | ||
| Q4 24 | $781.1M | $48.7M | ||
| Q3 24 | $759.3M | $38.2M | ||
| Q2 24 | $791.9M | $81.4M | ||
| Q1 24 | $809.9M | $50.8M |
| Q4 25 | $1.7B | $2.7B | ||
| Q3 25 | $1.8B | $2.7B | ||
| Q2 25 | $1.8B | $2.7B | ||
| Q1 25 | $1.7B | $2.7B | ||
| Q4 24 | $1.6B | $2.7B | ||
| Q3 24 | $1.8B | $2.7B | ||
| Q2 24 | $1.7B | $2.7B | ||
| Q1 24 | $1.8B | $2.4B |
| Q4 25 | $1.1B | $3.6B | ||
| Q3 25 | $1.0B | $3.1B | ||
| Q2 25 | $1.1B | $3.0B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.1B | $-76.2M | ||
| Q3 24 | $1.3B | $-15.5M | ||
| Q2 24 | $1.3B | $5.0M | ||
| Q1 24 | $1.3B | $75.3M |
| Q4 25 | $4.2B | $9.2B | ||
| Q3 25 | $4.4B | $8.7B | ||
| Q2 25 | $4.4B | $8.4B | ||
| Q1 25 | $4.5B | $8.5B | ||
| Q4 24 | $4.4B | $8.3B | ||
| Q3 24 | $4.8B | $8.3B | ||
| Q2 24 | $4.9B | $8.5B | ||
| Q1 24 | $4.9B | $8.7B |
| Q4 25 | 1.60× | 0.75× | ||
| Q3 25 | 1.76× | 0.87× | ||
| Q2 25 | 1.68× | 0.90× | ||
| Q1 25 | 1.57× | 0.99× | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 1.30× | 532.10× | ||
| Q1 24 | 1.35× | 31.68× |
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 | $112.2M | $274.9M |
| Free Cash FlowOCF − Capex | $90.4M | $-2.7M |
| FCF MarginFCF / Revenue | 15.2% | -0.4% |
| Capex IntensityCapex / Revenue | 3.7% | 43.5% |
| Cash ConversionOCF / Net Profit | 3.51× | 1.51× |
| TTM Free Cash FlowTrailing 4 quarters | $75.1M | $204.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $112.2M | $274.9M | ||
| Q3 25 | $-6.1M | $237.8M | ||
| Q2 25 | $92.2M | $388.4M | ||
| Q1 25 | $191.4M | $253.8M | ||
| Q4 24 | $84.4M | $220.1M | ||
| Q3 24 | $17.3M | $197.9M | ||
| Q2 24 | $68.9M | $281.8M | ||
| Q1 24 | $167.8M | $315.3M |
| Q4 25 | $90.4M | $-2.7M | ||
| Q3 25 | $-121.7M | $-47.8M | ||
| Q2 25 | $-10.5M | $195.3M | ||
| Q1 25 | $116.9M | $59.9M | ||
| Q4 24 | $24.0M | $-20.3M | ||
| Q3 24 | $-28.7M | $-49.1M | ||
| Q2 24 | $7.0M | $79.5M | ||
| Q1 24 | $35.9M | $80.3M |
| Q4 25 | 15.2% | -0.4% | ||
| Q3 25 | -24.6% | -10.8% | ||
| Q2 25 | -1.7% | 37.0% | ||
| Q1 25 | 19.0% | 8.2% | ||
| Q4 24 | 4.3% | -4.0% | ||
| Q3 24 | -5.9% | -15.8% | ||
| Q2 24 | 1.2% | 23.5% | ||
| Q1 24 | 6.2% | 14.4% |
| Q4 25 | 3.7% | 43.5% | ||
| Q3 25 | 23.4% | 64.4% | ||
| Q2 25 | 16.6% | 36.6% | ||
| Q1 25 | 12.1% | 26.4% | ||
| Q4 24 | 10.9% | 46.8% | ||
| Q3 24 | 9.4% | 79.7% | ||
| Q2 24 | 10.4% | 59.7% | ||
| Q1 24 | 22.7% | 42.1% |
| Q4 25 | 3.51× | 1.51× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.59× | ||
| Q1 25 | 5.96× | 1.17× | ||
| Q4 24 | — | 4.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | 5.03× | — | ||
| Q1 24 | — | 1.90× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALGT
| Airrelatedrevenue | $307.1M | 52% |
| Scheduled Service Revenue | $267.1M | 45% |
| Cobrand Revenue | $21.3M | 4% |
| Other | $1.0K | 0% |
NFG
| Natural Gas Production | $302.5M | 47% |
| Natural Gas Residential Sales | $198.0M | 31% |
| Pipeline And Storage | $69.2M | 11% |
| Natural Gas Commercial Sales | $27.9M | 4% |
| Natural Gas Storage | $25.1M | 4% |
| Other | $4.1M | 1% |
| Natural Gas Midstream | $2.8M | 0% |
