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Side-by-side financial comparison of Confluent, Inc. (CFLT) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $314.8M, roughly 1.9× Confluent, Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs -25.2%, a 40.2% gap on every dollar of revenue. On growth, Confluent, Inc. posted the faster year-over-year revenue change (20.5% vs 9.1%). Over the past eight quarters, Confluent, Inc.'s revenue compounded faster (20.4% CAGR vs -0.8%).
Confluent, Inc. is an American technology company headquartered in Mountain View, California. Confluent was founded by Jay Kreps, Jun Rao and Neha Narkhede on September 23, 2014, in order to commercialize an open-source streaming platform Apache Kafka, created by the same founders while working at LinkedIn in 2008 as a B2B infrastructure company. Confluent's products are the Confluent Cloud, Confluent Platform, Connectors, Apache Flink, Stream Governance and Confluent Hub.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
CFLT vs SSD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $314.8M | $588.0M |
| Net Profit | $-79.2M | $88.2M |
| Gross Margin | 74.7% | 45.2% |
| Operating Margin | -31.5% | 19.5% |
| Net Margin | -25.2% | 15.0% |
| Revenue YoY | 20.5% | 9.1% |
| Net Profit YoY | 10.0% | 13.3% |
| EPS (diluted) | $-0.23 | $2.13 |
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 | — | $588.0M | ||
| Q4 25 | $314.8M | $539.3M | ||
| Q3 25 | $298.5M | $623.5M | ||
| Q2 25 | $282.3M | $631.1M | ||
| Q1 25 | $271.1M | $538.9M | ||
| Q4 24 | $261.2M | $517.4M | ||
| Q3 24 | $250.2M | $587.2M | ||
| Q2 24 | $235.0M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $-79.2M | $56.2M | ||
| Q3 25 | $-66.5M | $107.4M | ||
| Q2 25 | $-82.0M | $103.5M | ||
| Q1 25 | $-67.6M | $77.9M | ||
| Q4 24 | $-88.1M | $55.4M | ||
| Q3 24 | $-74.1M | $93.5M | ||
| Q2 24 | $-89.9M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 74.7% | 43.4% | ||
| Q3 25 | 74.2% | 46.4% | ||
| Q2 25 | 73.7% | 46.7% | ||
| Q1 25 | 74.5% | 46.8% | ||
| Q4 24 | 74.1% | 44.0% | ||
| Q3 24 | 74.5% | 46.8% | ||
| Q2 24 | 72.3% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | -31.5% | 13.9% | ||
| Q3 25 | -27.9% | 22.6% | ||
| Q2 25 | -34.2% | 22.2% | ||
| Q1 25 | -37.3% | 19.0% | ||
| Q4 24 | -40.5% | 14.8% | ||
| Q3 24 | -37.4% | 21.3% | ||
| Q2 24 | -46.1% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | -25.2% | 10.4% | ||
| Q3 25 | -22.3% | 17.2% | ||
| Q2 25 | -29.0% | 16.4% | ||
| Q1 25 | -24.9% | 14.5% | ||
| Q4 24 | -33.7% | 10.7% | ||
| Q3 24 | -29.6% | 15.9% | ||
| Q2 24 | -38.3% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $-0.23 | $1.34 | ||
| Q3 25 | $-0.19 | $2.58 | ||
| Q2 25 | $-0.24 | $2.47 | ||
| Q1 25 | $-0.20 | $1.85 | ||
| Q4 24 | $-0.26 | $1.31 | ||
| Q3 24 | $-0.23 | $2.21 | ||
| Q2 24 | $-0.28 | $2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $347.2M | $341.0M |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $1.2B | $2.1B |
| Total Assets | $3.0B | $3.0B |
| Debt / EquityLower = less leverage | 0.94× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | $347.2M | $384.1M | ||
| Q3 25 | $298.5M | $297.3M | ||
| Q2 25 | $295.6M | $190.4M | ||
| Q1 25 | $278.6M | $150.3M | ||
| Q4 24 | $386.0M | $239.4M | ||
| Q3 24 | $322.6M | $339.4M | ||
| Q2 24 | $311.3M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $300.0M | ||
| Q3 25 | $1.1B | $371.3M | ||
| Q2 25 | $1.1B | $376.9M | ||
| Q1 25 | $1.1B | $382.5M | ||
| Q4 24 | $1.1B | $388.1M | ||
| Q3 24 | $1.1B | $393.8M | ||
| Q2 24 | $1.1B | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $961.2M | $1.8B | ||
| Q3 24 | $934.3M | $1.9B | ||
| Q2 24 | $873.9M | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.0B | $3.1B | ||
| Q3 25 | $2.9B | $3.0B | ||
| Q2 25 | $2.8B | $3.0B | ||
| Q1 25 | $2.7B | $2.8B | ||
| Q4 24 | $2.7B | $2.7B | ||
| Q3 24 | $2.6B | $2.9B | ||
| Q2 24 | $2.5B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.94× | 0.15× | ||
| Q3 25 | 0.98× | 0.19× | ||
| Q2 25 | 1.03× | 0.20× | ||
| Q1 25 | 1.07× | 0.21× | ||
| Q4 24 | 1.14× | 0.21× | ||
| Q3 24 | 1.17× | 0.21× | ||
| Q2 24 | 1.25× | 0.23× |
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 | $42.1M | — |
| Free Cash FlowOCF − Capex | $41.7M | — |
| FCF MarginFCF / Revenue | 13.2% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $60.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $42.1M | $155.7M | ||
| Q3 25 | $30.8M | $170.2M | ||
| Q2 25 | $18.1M | $125.2M | ||
| Q1 25 | $-26.8M | $7.6M | ||
| Q4 24 | $35.2M | $115.8M | ||
| Q3 24 | $15.6M | $103.3M | ||
| Q2 24 | $8.6M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $41.7M | $119.0M | ||
| Q3 25 | $30.0M | $133.9M | ||
| Q2 25 | $17.2M | $87.3M | ||
| Q1 25 | $-28.2M | $-42.6M | ||
| Q4 24 | $34.5M | $60.3M | ||
| Q3 24 | $15.0M | $58.1M | ||
| Q2 24 | $7.5M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 13.2% | 22.1% | ||
| Q3 25 | 10.0% | 21.5% | ||
| Q2 25 | 6.1% | 13.8% | ||
| Q1 25 | -10.4% | -7.9% | ||
| Q4 24 | 13.2% | 11.7% | ||
| Q3 24 | 6.0% | 9.9% | ||
| Q2 24 | 3.2% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 6.8% | ||
| Q3 25 | 0.3% | 5.8% | ||
| Q2 25 | 0.3% | 6.0% | ||
| Q1 25 | 0.5% | 9.3% | ||
| Q4 24 | 0.3% | 10.7% | ||
| Q3 24 | 0.2% | 7.7% | ||
| Q2 24 | 0.5% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CFLT
| Confluent Cloud | $169.4M | 54% |
| Post Contract Customer Support | $93.8M | 30% |
| License | $38.4M | 12% |
| Services | $13.2M | 4% |
SSD
Segment breakdown not available.
