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Side-by-side financial comparison of Allegiant Travel CO (ALGT) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
Allegiant Travel CO is the larger business by last-quarter revenue ($732.4M vs $688.9M, roughly 1.1× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 5.8% vs 5.8%, a 0.0% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (11.9% vs 4.8%). Over the past eight quarters, Allegiant Travel CO's revenue compounded faster (11.0% CAGR vs 8.6%).
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.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
ALGT vs TTD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $732.4M | $688.9M |
| Net Profit | $42.5M | $40.0M |
| Gross Margin | — | — |
| Operating Margin | 11.1% | 9.7% |
| Net Margin | 5.8% | 5.8% |
| Revenue YoY | 4.8% | 11.9% |
| Net Profit YoY | 32.4% | -21.6% |
| EPS (diluted) | $2.30 | $0.08 |
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 | $688.9M | ||
| Q4 25 | $595.5M | $846.8M | ||
| Q3 25 | $494.1M | $739.4M | ||
| Q2 25 | $617.9M | $694.0M | ||
| Q1 25 | $616.8M | $616.0M | ||
| Q4 24 | $553.6M | $741.0M | ||
| Q3 24 | $489.0M | $628.0M | ||
| Q2 24 | $594.5M | $584.5M |
| Q1 26 | $42.5M | $40.0M | ||
| Q4 25 | $31.9M | $186.9M | ||
| Q3 25 | $-43.6M | $115.5M | ||
| Q2 25 | $-65.2M | $90.1M | ||
| Q1 25 | $32.1M | $50.7M | ||
| Q4 24 | $-216.2M | $182.2M | ||
| Q3 24 | $-36.8M | $94.2M | ||
| Q2 24 | $13.7M | $85.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 80.7% | ||
| Q3 25 | — | 78.1% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.5% | ||
| Q2 24 | — | 81.1% |
| Q1 26 | 11.1% | 9.7% | ||
| Q4 25 | 11.2% | 30.3% | ||
| Q3 25 | -5.5% | 21.8% | ||
| Q2 25 | -10.9% | 16.8% | ||
| Q1 25 | 10.5% | 8.8% | ||
| Q4 24 | -47.7% | 26.4% | ||
| Q3 24 | -5.4% | 17.3% | ||
| Q2 24 | 5.9% | 16.2% |
| Q1 26 | 5.8% | 5.8% | ||
| Q4 25 | 5.4% | 22.1% | ||
| Q3 25 | -8.8% | 15.6% | ||
| Q2 25 | -10.5% | 13.0% | ||
| Q1 25 | 5.2% | 8.2% | ||
| Q4 24 | -39.1% | 24.6% | ||
| Q3 24 | -7.5% | 15.0% | ||
| Q2 24 | 2.3% | 14.5% |
| Q1 26 | $2.30 | $0.08 | ||
| Q4 25 | $1.82 | $0.39 | ||
| Q3 25 | $-2.41 | $0.23 | ||
| Q2 25 | $-3.62 | $0.18 | ||
| Q1 25 | $1.73 | $0.10 | ||
| Q4 24 | $-12.12 | $0.36 | ||
| Q3 24 | $-2.05 | $0.19 | ||
| Q2 24 | $0.75 | $0.17 |
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 | $878.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $2.5B |
| Total Assets | — | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $902.1M | $878.4M | ||
| Q4 25 | $805.7M | $1.3B | ||
| Q3 25 | $956.7M | $1.4B | ||
| Q2 25 | $842.8M | $1.7B | ||
| Q1 25 | $878.6M | $1.7B | ||
| Q4 24 | $781.1M | $1.9B | ||
| Q3 24 | $759.3M | $1.7B | ||
| Q2 24 | $791.9M | $1.5B |
| 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 | — | $2.5B | ||
| Q4 25 | $1.1B | $2.5B | ||
| Q3 25 | $1.0B | $2.6B | ||
| Q2 25 | $1.1B | $2.7B | ||
| Q1 25 | $1.1B | $2.7B | ||
| Q4 24 | $1.1B | $2.9B | ||
| Q3 24 | $1.3B | $2.6B | ||
| Q2 24 | $1.3B | $2.4B |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $4.2B | $6.2B | ||
| Q3 25 | $4.4B | $5.9B | ||
| Q2 25 | $4.4B | $6.0B | ||
| Q1 25 | $4.5B | $5.7B | ||
| Q4 24 | $4.4B | $6.1B | ||
| Q3 24 | $4.8B | $5.5B | ||
| Q2 24 | $4.9B | $5.2B |
| 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 | — | $391.8M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 9.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $391.8M | ||
| Q4 25 | $112.2M | $311.6M | ||
| Q3 25 | $-6.1M | $224.7M | ||
| Q2 25 | $92.2M | $165.0M | ||
| Q1 25 | $191.4M | $291.4M | ||
| Q4 24 | $84.4M | $199.4M | ||
| Q3 24 | $17.3M | $273.3M | ||
| Q2 24 | $68.9M | $81.3M |
| Q1 26 | — | — | ||
| Q4 25 | $90.4M | $285.3M | ||
| Q3 25 | $-121.7M | $158.3M | ||
| Q2 25 | $-10.5M | $119.8M | ||
| Q1 25 | $116.9M | $232.3M | ||
| Q4 24 | $24.0M | $179.2M | ||
| Q3 24 | $-28.7M | $224.6M | ||
| Q2 24 | $7.0M | $59.1M |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 33.7% | ||
| Q3 25 | -24.6% | 21.4% | ||
| Q2 25 | -1.7% | 17.3% | ||
| Q1 25 | 19.0% | 37.7% | ||
| Q4 24 | 4.3% | 24.2% | ||
| Q3 24 | -5.9% | 35.8% | ||
| Q2 24 | 1.2% | 10.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 3.1% | ||
| Q3 25 | 23.4% | 9.0% | ||
| Q2 25 | 16.6% | 6.5% | ||
| Q1 25 | 12.1% | 9.6% | ||
| Q4 24 | 10.9% | 2.7% | ||
| Q3 24 | 9.4% | 7.8% | ||
| Q2 24 | 10.4% | 3.8% |
| Q1 26 | — | 9.80× | ||
| Q4 25 | 3.51× | 1.67× | ||
| Q3 25 | — | 1.94× | ||
| Q2 25 | — | 1.83× | ||
| Q1 25 | 5.96× | 5.75× | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | 2.90× | ||
| Q2 24 | 5.03× | 0.96× |
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% |
TTD
Segment breakdown not available.
