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Side-by-side financial comparison of Axsome Therapeutics, Inc. (AXSM) and OCTAVE SPECIALTY GROUP INC (OSG). Click either name above to swap in a different company.
Axsome Therapeutics, Inc. is the larger business by last-quarter revenue ($191.2M vs $104.2M, roughly 1.8× OCTAVE SPECIALTY GROUP INC). On growth, OCTAVE SPECIALTY GROUP INC posted the faster year-over-year revenue change (66.0% vs 57.4%). Over the past eight quarters, Axsome Therapeutics, Inc.'s revenue compounded faster (48.1% CAGR vs 42.9%).
Jazz Pharmaceuticals plc is a global biopharmaceutical company with a focus on oncology and neuroscience. It was founded in 2003 in California, United States and is now headquartered in Dublin, Ireland.
Octave Specialty Group Inc. is a specialty insurance holding company that provides tailored property and casualty insurance products. Its core business focuses on excess and surplus lines, catering to commercial and individual clients across primary North American markets with customized risk coverage solutions.
AXSM vs OSG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $191.2M | $104.2M |
| Net Profit | — | $-6.9M |
| Gross Margin | — | — |
| Operating Margin | -33.1% | — |
| Net Margin | — | -6.6% |
| Revenue YoY | 57.4% | 66.0% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $-0.13 |
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 | $191.2M | $104.2M | ||
| Q4 25 | $196.0M | $66.9M | ||
| Q3 25 | $171.0M | $66.6M | ||
| Q2 25 | $150.0M | $55.0M | ||
| Q1 25 | $121.5M | $62.8M | ||
| Q4 24 | $118.8M | $65.2M | ||
| Q3 24 | $104.8M | $70.0M | ||
| Q2 24 | $87.2M | $51.0M |
| Q1 26 | — | $-6.9M | ||
| Q4 25 | $-28.6M | $-29.7M | ||
| Q3 25 | $-47.2M | $-112.6M | ||
| Q2 25 | $-48.0M | $-72.7M | ||
| Q1 25 | $-59.4M | $-44.7M | ||
| Q4 24 | $-74.9M | $-20.9M | ||
| Q3 24 | $-64.6M | $-27.5M | ||
| Q2 24 | $-79.3M | $-750.0K |
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | -76.7% | ||
| Q3 25 | -27.0% | -48.2% | ||
| Q2 25 | -24.5% | -41.8% | ||
| Q1 25 | -46.9% | -24.1% | ||
| Q4 24 | -61.1% | -55.5% | ||
| Q3 24 | -59.8% | -29.7% | ||
| Q2 24 | -89.5% | -28.9% |
| Q1 26 | — | -6.6% | ||
| Q4 25 | -14.6% | -73.8% | ||
| Q3 25 | -27.6% | -169.1% | ||
| Q2 25 | -32.0% | -132.3% | ||
| Q1 25 | -48.9% | -71.3% | ||
| Q4 24 | -63.1% | -55.1% | ||
| Q3 24 | -61.7% | -39.3% | ||
| Q2 24 | -91.0% | -1.5% |
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $-0.55 | $-0.82 | ||
| Q3 25 | $-0.94 | $-2.35 | ||
| Q2 25 | $-0.97 | $-1.54 | ||
| Q1 25 | $-1.22 | $-1.22 | ||
| Q4 24 | $-1.54 | $-11.75 | ||
| Q3 24 | $-1.34 | $-0.63 | ||
| Q2 24 | $-1.67 | $-0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $305.1M | — |
| Total DebtLower is stronger | $70.0M | $117.1M |
| Stockholders' EquityBook value | — | $833.6M |
| Total Assets | $713.6M | $2.3B |
| Debt / EquityLower = less leverage | — | 0.14× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $146.4M | ||
| Q3 25 | $325.3M | $27.5M | ||
| Q2 25 | $303.0M | $22.5M | ||
| Q1 25 | $300.9M | $34.1M | ||
| Q4 24 | $315.4M | $157.2M | ||
| Q3 24 | $327.3M | $40.8M | ||
| Q2 24 | $315.7M | $14.6M |
| Q1 26 | $70.0M | $117.1M | ||
| Q4 25 | — | $117.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $518.0M | ||
| Q2 24 | — | $515.0M |
| Q1 26 | — | $833.6M | ||
| Q4 25 | $88.3M | $715.8M | ||
| Q3 25 | $73.7M | $843.4M | ||
| Q2 25 | $73.1M | $859.8M | ||
| Q1 25 | $53.2M | $852.2M | ||
| Q4 24 | $57.0M | $798.4M | ||
| Q3 24 | $92.9M | $1.5B | ||
| Q2 24 | $102.9M | $1.4B |
| Q1 26 | $713.6M | $2.3B | ||
| Q4 25 | $689.8M | $2.2B | ||
| Q3 25 | $669.3M | $2.1B | ||
| Q2 25 | $639.8M | $8.5B | ||
| Q1 25 | $596.7M | $8.3B | ||
| Q4 24 | $568.5M | $8.1B | ||
| Q3 24 | $561.5M | $9.3B | ||
| Q2 24 | $548.2M | $8.2B |
| Q1 26 | — | 0.14× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AXSM
| Product sales, net | $189.4M | 99% |
| Royalty revenue and milestone revenue | $1.8M | 1% |
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
