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Side-by-side financial comparison of Allegiant Travel CO (ALGT) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Allegiant Travel CO is the larger business by last-quarter revenue ($732.4M vs $340.0M, roughly 2.2× Walker & Dunlop, Inc.). Allegiant Travel CO runs the higher net margin — 5.8% vs -12.9%, a 18.7% gap on every dollar of revenue. On growth, Allegiant Travel CO posted the faster year-over-year revenue change (4.8% vs -0.4%). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
ALGT vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $732.4M | $340.0M |
| Net Profit | $42.5M | $-13.9M |
| Gross Margin | — | — |
| Operating Margin | 11.1% | -17.2% |
| Net Margin | 5.8% | -12.9% |
| Revenue YoY | 4.8% | -0.4% |
| Net Profit YoY | 32.4% | -131.0% |
| EPS (diluted) | $2.30 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $494.1M | $337.7M | ||
| Q2 25 | $617.9M | $319.2M | ||
| Q1 25 | $616.8M | $237.4M | ||
| Q4 24 | $553.6M | $341.5M | ||
| Q3 24 | $489.0M | $292.3M | ||
| Q2 24 | $594.5M | $270.7M |
| Q1 26 | $42.5M | — | ||
| Q4 25 | $31.9M | $-13.9M | ||
| Q3 25 | $-43.6M | $33.5M | ||
| Q2 25 | $-65.2M | $34.0M | ||
| Q1 25 | $32.1M | $2.8M | ||
| Q4 24 | $-216.2M | $44.8M | ||
| Q3 24 | $-36.8M | $28.8M | ||
| Q2 24 | $13.7M | $22.7M |
| Q1 26 | 11.1% | — | ||
| Q4 25 | 11.2% | -17.2% | ||
| Q3 25 | -5.5% | 13.6% | ||
| Q2 25 | -10.9% | 14.5% | ||
| Q1 25 | 10.5% | 2.2% | ||
| Q4 24 | -47.7% | 15.3% | ||
| Q3 24 | -5.4% | 12.8% | ||
| Q2 24 | 5.9% | 10.4% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | 5.4% | -12.9% | ||
| Q3 25 | -8.8% | 9.9% | ||
| Q2 25 | -10.5% | 10.6% | ||
| Q1 25 | 5.2% | 1.2% | ||
| Q4 24 | -39.1% | 13.1% | ||
| Q3 24 | -7.5% | 9.9% | ||
| Q2 24 | 2.3% | 8.4% |
| Q1 26 | $2.30 | — | ||
| Q4 25 | $1.82 | $-0.41 | ||
| Q3 25 | $-2.41 | $0.98 | ||
| Q2 25 | $-3.62 | $0.99 | ||
| Q1 25 | $1.73 | $0.08 | ||
| Q4 24 | $-12.12 | $1.32 | ||
| Q3 24 | $-2.05 | $0.85 | ||
| Q2 24 | $0.75 | $0.67 |
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 | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $1.7B |
| Total Assets | — | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $902.1M | — | ||
| Q4 25 | $805.7M | $299.3M | ||
| Q3 25 | $956.7M | $274.8M | ||
| Q2 25 | $842.8M | $233.7M | ||
| Q1 25 | $878.6M | $181.0M | ||
| Q4 24 | $781.1M | $279.3M | ||
| Q3 24 | $759.3M | $179.8M | ||
| Q2 24 | $791.9M | $208.1M |
| 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 | $1.7B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.3B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $5.1B | ||
| Q3 25 | $4.4B | $5.8B | ||
| Q2 25 | $4.4B | $4.7B | ||
| Q1 25 | $4.5B | $4.5B | ||
| Q4 24 | $4.4B | $4.4B | ||
| Q3 24 | $4.8B | $4.6B | ||
| Q2 24 | $4.9B | $4.2B |
| 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 | — | $-664.3M |
| Free Cash FlowOCF − Capex | — | $-680.1M |
| FCF MarginFCF / Revenue | — | -200.0% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $112.2M | $-664.3M | ||
| Q3 25 | $-6.1M | $-948.1M | ||
| Q2 25 | $92.2M | $-238.5M | ||
| Q1 25 | $191.4M | $-281.1M | ||
| Q4 24 | $84.4M | $129.4M | ||
| Q3 24 | $17.3M | $-202.0M | ||
| Q2 24 | $68.9M | $-237.8M |
| Q1 26 | — | — | ||
| Q4 25 | $90.4M | $-680.1M | ||
| Q3 25 | $-121.7M | $-950.4M | ||
| Q2 25 | $-10.5M | $-241.0M | ||
| Q1 25 | $116.9M | $-284.7M | ||
| Q4 24 | $24.0M | $116.4M | ||
| Q3 24 | $-28.7M | $-204.0M | ||
| Q2 24 | $7.0M | $-241.7M |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | -200.0% | ||
| Q3 25 | -24.6% | -281.5% | ||
| Q2 25 | -1.7% | -75.5% | ||
| Q1 25 | 19.0% | -120.0% | ||
| Q4 24 | 4.3% | 34.1% | ||
| Q3 24 | -5.9% | -69.8% | ||
| Q2 24 | 1.2% | -89.3% |
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 4.6% | ||
| Q3 25 | 23.4% | 0.7% | ||
| Q2 25 | 16.6% | 0.8% | ||
| Q1 25 | 12.1% | 1.5% | ||
| Q4 24 | 10.9% | 3.8% | ||
| Q3 24 | 9.4% | 0.7% | ||
| Q2 24 | 10.4% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | 5.96× | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | 5.03× | -10.49× |
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% |
WD
Segment breakdown not available.
