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Side-by-side financial comparison of BGSF, INC. (BGSF) and Owlet, Inc. (OWLT). Click either name above to swap in a different company.
Owlet, Inc. is the larger business by last-quarter revenue ($26.6M vs $22.0M, roughly 1.2× BGSF, INC.). BGSF, INC. runs the higher net margin — -5.3% vs -34.6%, a 29.3% gap on every dollar of revenue. On growth, Owlet, Inc. posted the faster year-over-year revenue change (29.6% vs -9.4%). BGSF, INC. produced more free cash flow last quarter ($1.7M vs $-651.0K). Over the past eight quarters, Owlet, Inc.'s revenue compounded faster (34.2% CAGR vs -5.3%).
BGSF Inc. is a leading U.S.-headquartered workforce solutions firm that provides tailored staffing, talent recruitment, and end-to-end workforce management services. It serves core segments including information technology, healthcare, professional administration, light industrial, and creative industries, catering to small, mid-sized and large enterprise clients across North America.
Owlet, Inc. is a pediatric health technology firm that develops smart wearable monitoring products for infants, most notably its signature smart sock that tracks real-time heart rate, oxygen levels, and sleep metrics. It serves global consumer markets across North America, Europe, and Asia-Pacific, distributing products via direct-to-consumer e-commerce and partnered retail outlets, focused on supporting parental peace of mind and infant health safety.
BGSF vs OWLT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $22.0M | $26.6M |
| Net Profit | $-1.2M | $-9.2M |
| Gross Margin | 35.0% | 47.6% |
| Operating Margin | -17.6% | -18.4% |
| Net Margin | -5.3% | -34.6% |
| Revenue YoY | -9.4% | 29.6% |
| Net Profit YoY | -18.2% | -1.5% |
| EPS (diluted) | $-0.12 | — |
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.
| Q4 25 | $22.0M | $26.6M | ||
| Q3 25 | $26.9M | $32.0M | ||
| Q2 25 | $23.5M | $26.1M | ||
| Q1 25 | $20.9M | $21.1M | ||
| Q4 24 | $24.3M | $20.5M | ||
| Q3 24 | $29.8M | $22.1M | ||
| Q2 24 | $25.7M | $20.7M | ||
| Q1 24 | $24.5M | $14.8M |
| Q4 25 | $-1.2M | $-9.2M | ||
| Q3 25 | $-5.8M | $4.1M | ||
| Q2 25 | $-3.7M | $-37.6M | ||
| Q1 25 | $-722.0K | $3.0M | ||
| Q4 24 | $-981.0K | $-9.1M | ||
| Q3 24 | $-804.0K | $-5.6M | ||
| Q2 24 | $-761.0K | $-1.1M | ||
| Q1 24 | $-792.0K | $3.3M |
| Q4 25 | 35.0% | 47.6% | ||
| Q3 25 | 35.9% | 50.6% | ||
| Q2 25 | 35.8% | 51.3% | ||
| Q1 25 | 36.2% | 53.7% | ||
| Q4 24 | 35.9% | 53.5% | ||
| Q3 24 | 35.9% | 52.2% | ||
| Q2 24 | 37.3% | 49.5% | ||
| Q1 24 | 38.1% | 44.4% |
| Q4 25 | -17.6% | -18.4% | ||
| Q3 25 | -3.5% | 3.8% | ||
| Q2 25 | -18.8% | -7.4% | ||
| Q1 25 | 1.6% | -12.7% | ||
| Q4 24 | -15.7% | -36.2% | ||
| Q3 24 | -3.4% | -21.8% | ||
| Q2 24 | -5.7% | -10.8% | ||
| Q1 24 | 1.7% | -39.0% |
| Q4 25 | -5.3% | -34.6% | ||
| Q3 25 | -21.6% | 12.9% | ||
| Q2 25 | -15.9% | -144.4% | ||
| Q1 25 | -3.5% | 14.3% | ||
| Q4 24 | -4.0% | -44.2% | ||
| Q3 24 | -2.7% | -25.4% | ||
| Q2 24 | -3.0% | -5.5% | ||
| Q1 24 | -3.2% | 22.2% |
| Q4 25 | $-0.12 | — | ||
| Q3 25 | $-0.52 | $-0.06 | ||
| Q2 25 | $-0.34 | $-2.37 | ||
| Q1 25 | $-0.06 | $0.11 | ||
| Q4 24 | — | $-0.15 | ||
| Q3 24 | $-0.07 | $-0.61 | ||
| Q2 24 | $-0.07 | $-0.30 | ||
| Q1 24 | — | $-0.51 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $35.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $48.1M | $19.0M |
| Total Assets | $57.8M | $85.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $35.5M | ||
| Q3 25 | $41.2M | $23.8M | ||
| Q2 25 | $2.8M | $21.8M | ||
| Q1 25 | $2.0M | $16.3M | ||
| Q4 24 | $32.0K | $20.2M | ||
| Q3 24 | $262 | $21.6M | ||
| Q2 24 | $226 | $15.4M | ||
| Q1 24 | $50 | $18.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | $48.1M | $19.0M | ||
| Q3 25 | $50.7M | $-54.1M | ||
| Q2 25 | $78.3M | $-59.2M | ||
| Q1 25 | $81.8M | $-25.8M | ||
| Q4 24 | $82.3M | $-29.8M | ||
| Q3 24 | $82.9M | $-21.5M | ||
| Q2 24 | $83.2M | $-33.4M | ||
| Q1 24 | $83.6M | $-32.9M |
| Q4 25 | $57.8M | $85.6M | ||
| Q3 25 | $83.6M | $74.9M | ||
| Q2 25 | $149.7M | $63.5M | ||
| Q1 25 | $152.3M | $51.4M | ||
| Q4 24 | $150.1M | $49.5M | ||
| Q3 24 | $157.3K | $56.1M | ||
| Q2 24 | $159.8K | $45.9M | ||
| Q1 24 | $170.6K | $43.8M |
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 | $1.7M | $-452.0K |
| Free Cash FlowOCF − Capex | $1.7M | $-651.0K |
| FCF MarginFCF / Revenue | 7.6% | -2.5% |
| Capex IntensityCapex / Revenue | 0.1% | 0.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-16.0K | $-11.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7M | $-452.0K | ||
| Q3 25 | $-4.8M | $-2.2M | ||
| Q2 25 | $2.2M | $-2.2M | ||
| Q1 25 | $1.1M | $-5.9M | ||
| Q4 24 | $3.2M | $3.0M | ||
| Q3 24 | $6.5M | $-7.5M | ||
| Q2 24 | $7.3M | $-3.4M | ||
| Q1 24 | $7.4M | $-3.4M |
| Q4 25 | $1.7M | $-651.0K | ||
| Q3 25 | $-4.9M | $-2.2M | ||
| Q2 25 | $2.1M | $-2.3M | ||
| Q1 25 | $1.0M | $-5.9M | ||
| Q4 24 | $2.5M | $3.0M | ||
| Q3 24 | $6.5M | $-7.5M | ||
| Q2 24 | $7.3M | $-3.4M | ||
| Q1 24 | $6.9M | — |
| Q4 25 | 7.6% | -2.5% | ||
| Q3 25 | -18.1% | -6.8% | ||
| Q2 25 | 9.1% | -8.8% | ||
| Q1 25 | 5.0% | -28.1% | ||
| Q4 24 | 10.2% | 14.5% | ||
| Q3 24 | 21.7% | -33.9% | ||
| Q2 24 | 28.5% | -16.3% | ||
| Q1 24 | 28.1% | — |
| Q4 25 | 0.1% | 0.7% | ||
| Q3 25 | 0.4% | 0.0% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 3.0% | 0.2% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.0% | 0.0% | ||
| Q1 24 | 2.0% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | -0.52× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -1.96× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BGSF
| Contract Field Talent | $21.4M | 97% |
| Other | $595.0K | 3% |
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
