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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and ORTHOPEDIATRICS CORP (KIDS). Click either name above to swap in a different company.

ORTHOPEDIATRICS CORP is the larger business by last-quarter revenue ($61.6M vs $50.4M, roughly 1.2× Armour Residential REIT, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -16.4%, a 436.6% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs 17.0%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 17.4%).

Armour Residential REIT, Inc. is a U.S.-based real estate investment trust that primarily invests in agency residential mortgage-backed securities guaranteed by U.S. government-sponsored entities. It focuses on generating consistent long-term net income for shareholders via strategic asset management and active interest rate risk mitigation.

OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.

ARR vs KIDS — Head-to-Head

Bigger by revenue
KIDS
KIDS
1.2× larger
KIDS
$61.6M
$50.4M
ARR
Growing faster (revenue YoY)
ARR
ARR
+280.9% gap
ARR
297.9%
17.0%
KIDS
Higher net margin
ARR
ARR
436.6% more per $
ARR
420.2%
-16.4%
KIDS
Faster 2-yr revenue CAGR
ARR
ARR
Annualised
ARR
108.0%
17.4%
KIDS

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ARR
ARR
KIDS
KIDS
Revenue
$50.4M
$61.6M
Net Profit
$211.7M
$-10.1M
Gross Margin
73.2%
Operating Margin
-13.3%
Net Margin
420.2%
-16.4%
Revenue YoY
297.9%
17.0%
Net Profit YoY
555.9%
37.1%
EPS (diluted)
$2.43
$-0.43

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.

Revenue
ARR
ARR
KIDS
KIDS
Q4 25
$50.4M
$61.6M
Q3 25
$38.5M
$61.3M
Q2 25
$33.1M
$61.1M
Q1 25
$36.3M
$52.4M
Q4 24
$12.7M
$52.7M
Q3 24
$54.6M
Q2 24
$7.0M
$52.8M
Q1 24
$44.7M
Net Profit
ARR
ARR
KIDS
KIDS
Q4 25
$211.7M
$-10.1M
Q3 25
$159.3M
$-11.8M
Q2 25
$-75.6M
$-7.1M
Q1 25
$27.3M
$-10.7M
Q4 24
$-46.4M
$-16.1M
Q3 24
$-7.9M
Q2 24
$-48.4M
$-6.0M
Q1 24
$-7.8M
Gross Margin
ARR
ARR
KIDS
KIDS
Q4 25
73.2%
Q3 25
73.9%
Q2 25
72.1%
Q1 25
73.0%
Q4 24
67.5%
Q3 24
73.4%
Q2 24
77.3%
Q1 24
72.0%
Operating Margin
ARR
ARR
KIDS
KIDS
Q4 25
-13.3%
Q3 25
-15.4%
Q2 25
-17.4%
Q1 25
-21.0%
Q4 24
-26.7%
Q3 24
-10.2%
Q2 24
-10.7%
Q1 24
-21.8%
Net Margin
ARR
ARR
KIDS
KIDS
Q4 25
420.2%
-16.4%
Q3 25
413.5%
-19.2%
Q2 25
-228.4%
-11.6%
Q1 25
75.2%
-20.3%
Q4 24
-366.8%
-30.5%
Q3 24
-14.5%
Q2 24
-693.8%
-11.4%
Q1 24
-17.5%
EPS (diluted)
ARR
ARR
KIDS
KIDS
Q4 25
$2.43
$-0.43
Q3 25
$1.49
$-0.50
Q2 25
$-0.94
$-0.30
Q1 25
$0.32
$-0.46
Q4 24
$-0.91
$-0.70
Q3 24
$-0.34
Q2 24
$-1.05
$-0.26
Q1 24
$-0.34

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARR
ARR
KIDS
KIDS
Cash + ST InvestmentsLiquidity on hand
$63.3M
$60.9M
Total DebtLower is stronger
$106.0M
Stockholders' EquityBook value
$2.3B
$346.6M
Total Assets
$21.0B
$508.6M
Debt / EquityLower = less leverage
0.31×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARR
ARR
KIDS
KIDS
Q4 25
$63.3M
$60.9M
Q3 25
$44.2M
$57.7M
Q2 25
$141.2M
$70.1M
Q1 25
$49.1M
$58.8M
Q4 24
$68.0M
$68.8M
Q3 24
$76.1M
Q2 24
$126.6M
$28.9M
Q1 24
$47.7M
Total Debt
ARR
ARR
KIDS
KIDS
Q4 25
$106.0M
Q3 25
$105.3M
Q2 25
$102.7M
Q1 25
$77.4M
Q4 24
$77.5M
Q3 24
$76.9M
Q2 24
$11.2M
Q1 24
$11.3M
Stockholders' Equity
ARR
ARR
KIDS
KIDS
Q4 25
$2.3B
$346.6M
Q3 25
$2.1B
$349.3M
Q2 25
$1.7B
$355.5M
Q1 25
$1.7B
$347.1M
Q4 24
$1.4B
$354.6M
Q3 24
$370.9M
Q2 24
$1.2B
$371.3M
Q1 24
$370.6M
Total Assets
ARR
ARR
KIDS
KIDS
Q4 25
$21.0B
$508.6M
Q3 25
$19.4B
$493.5M
Q2 25
$16.2B
$503.6M
Q1 25
$15.5B
$470.3M
Q4 24
$13.5B
$473.2M
Q3 24
$489.3M
Q2 24
$10.1B
$430.8M
Q1 24
$437.2M
Debt / Equity
ARR
ARR
KIDS
KIDS
Q4 25
0.31×
Q3 25
0.30×
Q2 25
0.29×
Q1 25
0.22×
Q4 24
0.22×
Q3 24
0.21×
Q2 24
0.03×
Q1 24
0.03×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARR
ARR
KIDS
KIDS
Operating Cash FlowLast quarter
$124.2M
$10.3M
Free Cash FlowOCF − Capex
$9.7M
FCF MarginFCF / Revenue
15.8%
Capex IntensityCapex / Revenue
1.0%
Cash ConversionOCF / Net Profit
0.59×
TTM Free Cash FlowTrailing 4 quarters
$-16.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARR
ARR
KIDS
KIDS
Q4 25
$124.2M
$10.3M
Q3 25
$-37.8M
$-581.0K
Q2 25
$25.0M
$-10.5M
Q1 25
$101.5M
$-4.2M
Q4 24
$261.5M
$-4.0M
Q3 24
$-10.3M
Q2 24
$27.1M
$-6.1M
Q1 24
$-6.7M
Free Cash Flow
ARR
ARR
KIDS
KIDS
Q4 25
$9.7M
Q3 25
$-3.4M
Q2 25
$-13.9M
Q1 25
$-8.4M
Q4 24
$-4.2M
Q3 24
$-11.7M
Q2 24
$-12.8M
Q1 24
$-13.2M
FCF Margin
ARR
ARR
KIDS
KIDS
Q4 25
15.8%
Q3 25
-5.6%
Q2 25
-22.8%
Q1 25
-16.0%
Q4 24
-8.1%
Q3 24
-21.4%
Q2 24
-24.2%
Q1 24
-29.4%
Capex Intensity
ARR
ARR
KIDS
KIDS
Q4 25
1.0%
Q3 25
4.6%
Q2 25
5.6%
Q1 25
8.1%
Q4 24
0.5%
Q3 24
2.5%
Q2 24
12.7%
Q1 24
14.5%
Cash Conversion
ARR
ARR
KIDS
KIDS
Q4 25
0.59×
Q3 25
-0.24×
Q2 25
Q1 25
3.71×
Q4 24
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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