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Side-by-side financial comparison of Bandwidth Inc. (BAND) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Smith Douglas Homes Corp. is the larger business by last-quarter revenue ($260.4M vs $208.8M, roughly 1.2× Bandwidth Inc.). Bandwidth Inc. runs the higher net margin — 1.9% vs 1.4%, a 0.6% gap on every dollar of revenue. On growth, Bandwidth Inc. posted the faster year-over-year revenue change (20.1% vs -9.4%). Smith Douglas Homes Corp. produced more free cash flow last quarter ($8.7M vs $-1.0M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs 9.7%).
Bandwidth Inc. is a communications platform as a service company. It sells software application programming interfaces for voice, text messaging and emergency services, using its own global IP voice network.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
BAND vs SDHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.8M | $260.4M |
| Net Profit | $4.0M | $3.5M |
| Gross Margin | 37.3% | 19.9% |
| Operating Margin | 60.5% | 6.5% |
| Net Margin | 1.9% | 1.4% |
| Revenue YoY | 20.1% | -9.4% |
| Net Profit YoY | 200.0% | -14.3% |
| EPS (diluted) | $-0.08 | $0.39 |
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 | $208.8M | — | ||
| Q4 25 | $207.7M | $260.4M | ||
| Q3 25 | $191.9M | $262.0M | ||
| Q2 25 | $180.0M | $223.9M | ||
| Q1 25 | $174.2M | $224.7M | ||
| Q4 24 | $210.0M | $287.5M | ||
| Q3 24 | $193.9M | $277.8M | ||
| Q2 24 | $173.6M | $220.9M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $3.5M | ||
| Q3 25 | $-1.2M | $2.1M | ||
| Q2 25 | $-4.9M | $2.4M | ||
| Q1 25 | $-3.7M | $2.7M | ||
| Q4 24 | — | $4.1M | ||
| Q3 24 | $413.0K | $5.3M | ||
| Q2 24 | $4.1M | $3.6M |
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 19.9% | ||
| Q3 25 | 38.5% | 21.0% | ||
| Q2 25 | 39.8% | 23.2% | ||
| Q1 25 | 41.0% | 23.8% | ||
| Q4 24 | 36.4% | 25.5% | ||
| Q3 24 | 37.7% | 26.5% | ||
| Q2 24 | 37.3% | 26.7% |
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 6.5% | ||
| Q3 25 | -1.0% | 6.6% | ||
| Q2 25 | -2.1% | 7.7% | ||
| Q1 25 | -2.7% | 8.7% | ||
| Q4 24 | -1.3% | 10.4% | ||
| Q3 24 | -0.5% | 14.2% | ||
| Q2 24 | -3.5% | 11.7% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | -0.6% | 0.8% | ||
| Q2 25 | -2.7% | 1.1% | ||
| Q1 25 | -2.1% | 1.2% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | 0.2% | 1.9% | ||
| Q2 24 | 2.3% | 1.7% |
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.39 | ||
| Q3 25 | $-0.04 | $0.24 | ||
| Q2 25 | $-0.16 | $0.26 | ||
| Q1 25 | $-0.13 | $0.30 | ||
| Q4 24 | $0.27 | $0.50 | ||
| Q3 24 | $0.01 | $0.58 | ||
| Q2 24 | $-0.17 | $0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $47.3M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $405.7M | $86.7M |
| Total Assets | $984.2M | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $12.7M | ||
| Q3 25 | $80.4M | $14.8M | ||
| Q2 25 | $68.1M | $16.8M | ||
| Q1 25 | $41.7M | $12.7M | ||
| Q4 24 | $83.8M | $22.4M | ||
| Q3 24 | $79.9M | $23.7M | ||
| Q2 24 | $76.4M | $17.3M |
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $86.7M | ||
| Q3 25 | $392.7M | $82.2M | ||
| Q2 25 | $384.5M | $80.0M | ||
| Q1 25 | $345.4M | $76.9M | ||
| Q4 24 | $312.5M | $73.6M | ||
| Q3 24 | $336.6M | $68.4M | ||
| Q2 24 | $307.4M | $62.1M |
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $557.6M | ||
| Q3 25 | $1.0B | $571.6M | ||
| Q2 25 | $1.0B | $570.2M | ||
| Q1 25 | $964.4M | $513.9M | ||
| Q4 24 | $989.2M | $475.9M | ||
| Q3 24 | $1.0B | $460.1M | ||
| Q2 24 | $1.0B | $429.3M |
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 | — | $9.8M |
| Free Cash FlowOCF − Capex | $-1.0M | $8.7M |
| FCF MarginFCF / Revenue | -0.5% | 3.4% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | — | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $9.8M | ||
| Q3 25 | $22.2M | $22.8M | ||
| Q2 25 | $31.7M | $-28.9M | ||
| Q1 25 | $-3.1M | $-34.9M | ||
| Q4 24 | $36.5M | $5.5M | ||
| Q3 24 | $20.5M | $22.9M | ||
| Q2 24 | $24.4M | $39.0K |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $8.7M | ||
| Q3 25 | — | $21.4M | ||
| Q2 25 | — | $-31.1M | ||
| Q1 25 | — | $-35.9M | ||
| Q4 24 | — | $4.8M | ||
| Q3 24 | — | $22.3M | ||
| Q2 24 | — | $-2.1M |
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | -13.9% | ||
| Q1 25 | — | -16.0% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 8.0% | ||
| Q2 24 | — | -1.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 10.70× | ||
| Q2 25 | — | -12.24× | ||
| Q1 25 | — | -13.01× | ||
| Q4 24 | — | 1.33× | ||
| Q3 24 | 49.55× | 4.28× | ||
| Q2 24 | 6.03× | 0.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BAND
Segment breakdown not available.
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
