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Side-by-side financial comparison of Confluent, Inc. (CFLT) and Tecnoglass Inc. (TGLS). Click either name above to swap in a different company.
Confluent, Inc. is the larger business by last-quarter revenue ($314.8M vs $245.3M, roughly 1.3× Tecnoglass Inc.). Tecnoglass Inc. runs the higher net margin — 10.6% vs -25.2%, a 35.8% gap on every dollar of revenue. On growth, Confluent, Inc. posted the faster year-over-year revenue change (20.5% vs 2.4%). Confluent, Inc. produced more free cash flow last quarter ($41.7M vs $11.4M). Over the past eight quarters, Confluent, Inc.'s revenue compounded faster (20.4% CAGR vs 12.8%).
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.
Tecnoglass Inc. is a leading manufacturer of high-performance architectural glass, aluminum windows, doors, and associated building components. It primarily caters to residential and commercial construction sectors across North America and Latin America, offering custom, energy-efficient solutions for new construction and renovation projects.
CFLT vs TGLS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $314.8M | $245.3M |
| Net Profit | $-79.2M | $26.1M |
| Gross Margin | 74.7% | 40.0% |
| Operating Margin | -31.5% | 18.3% |
| Net Margin | -25.2% | 10.6% |
| Revenue YoY | 20.5% | 2.4% |
| Net Profit YoY | 10.0% | -44.5% |
| EPS (diluted) | $-0.23 | $0.57 |
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 | $314.8M | $245.3M | ||
| Q3 25 | $298.5M | $260.5M | ||
| Q2 25 | $282.3M | $255.5M | ||
| Q1 25 | $271.1M | $222.3M | ||
| Q4 24 | $261.2M | $239.6M | ||
| Q3 24 | $250.2M | $238.3M | ||
| Q2 24 | $235.0M | $219.7M | ||
| Q1 24 | $217.2M | $192.6M |
| Q4 25 | $-79.2M | $26.1M | ||
| Q3 25 | $-66.5M | $47.2M | ||
| Q2 25 | $-82.0M | $44.1M | ||
| Q1 25 | $-67.6M | $42.2M | ||
| Q4 24 | $-88.1M | $47.0M | ||
| Q3 24 | $-74.1M | $49.5M | ||
| Q2 24 | $-89.9M | $35.0M | ||
| Q1 24 | $-93.0M | $29.7M |
| Q4 25 | 74.7% | 40.0% | ||
| Q3 25 | 74.2% | 42.7% | ||
| Q2 25 | 73.7% | 44.7% | ||
| Q1 25 | 74.5% | 43.9% | ||
| Q4 24 | 74.1% | 44.5% | ||
| Q3 24 | 74.5% | 45.8% | ||
| Q2 24 | 72.3% | 40.8% | ||
| Q1 24 | 71.8% | 38.8% |
| Q4 25 | -31.5% | 18.3% | ||
| Q3 25 | -27.9% | 25.1% | ||
| Q2 25 | -34.2% | 24.0% | ||
| Q1 25 | -37.3% | 26.7% | ||
| Q4 24 | -40.5% | 28.0% | ||
| Q3 24 | -37.4% | 28.4% | ||
| Q2 24 | -46.1% | 23.3% | ||
| Q1 24 | -51.3% | 21.3% |
| Q4 25 | -25.2% | 10.6% | ||
| Q3 25 | -22.3% | 18.1% | ||
| Q2 25 | -29.0% | 17.3% | ||
| Q1 25 | -24.9% | 19.0% | ||
| Q4 24 | -33.7% | 19.6% | ||
| Q3 24 | -29.6% | 20.8% | ||
| Q2 24 | -38.3% | 15.9% | ||
| Q1 24 | -42.8% | 15.4% |
| Q4 25 | $-0.23 | $0.57 | ||
| Q3 25 | $-0.19 | $1.01 | ||
| Q2 25 | $-0.24 | $0.94 | ||
| Q1 25 | $-0.20 | $0.90 | ||
| Q4 24 | $-0.26 | $1.00 | ||
| Q3 24 | $-0.23 | $1.05 | ||
| Q2 24 | $-0.28 | $0.75 | ||
| Q1 24 | $-0.30 | $0.63 |
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 | $104.1M |
| Total DebtLower is stronger | $1.1B | $174.4M |
| Stockholders' EquityBook value | $1.2B | $713.1M |
| Total Assets | $3.0B | $1.3B |
| Debt / EquityLower = less leverage | 0.94× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.2M | $104.1M | ||
| Q3 25 | $298.5M | $127.1M | ||
| Q2 25 | $295.6M | $140.9M | ||
| Q1 25 | $278.6M | $160.2M | ||
| Q4 24 | $386.0M | $137.5M | ||
| Q3 24 | $322.6M | $124.8M | ||
| Q2 24 | $311.3M | $129.5M | ||
| Q1 24 | $336.4M | $138.8M |
| Q4 25 | $1.1B | $174.4M | ||
| Q3 25 | $1.1B | $114.7M | ||
| Q2 25 | $1.1B | $110.6M | ||
| Q1 25 | $1.1B | $110.6M | ||
| Q4 24 | $1.1B | $111.1M | ||
| Q3 24 | $1.1B | $126.8M | ||
| Q2 24 | $1.1B | $144.7M | ||
| Q1 24 | $1.1B | $160.9M |
| Q4 25 | $1.2B | $713.1M | ||
| Q3 25 | $1.1B | $764.0M | ||
| Q2 25 | $1.1B | $736.0M | ||
| Q1 25 | $1.0B | $685.1M | ||
| Q4 24 | $961.2M | $631.2M | ||
| Q3 24 | $934.3M | $613.3M | ||
| Q2 24 | $873.9M | $574.8M | ||
| Q1 24 | $845.2M | $573.6M |
| Q4 25 | $3.0B | $1.3B | ||
| Q3 25 | $2.9B | $1.2B | ||
| Q2 25 | $2.8B | $1.2B | ||
| Q1 25 | $2.7B | $1.1B | ||
| Q4 24 | $2.7B | $1.0B | ||
| Q3 24 | $2.6B | $996.3M | ||
| Q2 24 | $2.5B | $942.5M | ||
| Q1 24 | $2.4B | $981.6M |
| Q4 25 | 0.94× | 0.24× | ||
| Q3 25 | 0.98× | 0.15× | ||
| Q2 25 | 1.03× | 0.15× | ||
| Q1 25 | 1.07× | 0.16× | ||
| Q4 24 | 1.14× | 0.18× | ||
| Q3 24 | 1.17× | 0.21× | ||
| Q2 24 | 1.25× | 0.25× | ||
| Q1 24 | 1.29× | 0.28× |
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 | $31.0M |
| Free Cash FlowOCF − Capex | $41.7M | $11.4M |
| FCF MarginFCF / Revenue | 13.2% | 4.7% |
| Capex IntensityCapex / Revenue | 0.1% | 8.0% |
| Cash ConversionOCF / Net Profit | — | 1.19× |
| TTM Free Cash FlowTrailing 4 quarters | $60.7M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $42.1M | $31.0M | ||
| Q3 25 | $30.8M | $40.0M | ||
| Q2 25 | $18.1M | $17.9M | ||
| Q1 25 | $-26.8M | $46.9M | ||
| Q4 24 | $35.2M | $61.1M | ||
| Q3 24 | $15.6M | $41.5M | ||
| Q2 24 | $8.6M | $34.5M | ||
| Q1 24 | $-26.0M | $33.4M |
| Q4 25 | $41.7M | $11.4M | ||
| Q3 25 | $30.0M | $21.2M | ||
| Q2 25 | $17.2M | $-14.7M | ||
| Q1 25 | $-28.2M | $16.5M | ||
| Q4 24 | $34.5M | $35.4M | ||
| Q3 24 | $15.0M | $17.8M | ||
| Q2 24 | $7.5M | $14.2M | ||
| Q1 24 | $-26.1M | $23.6M |
| Q4 25 | 13.2% | 4.7% | ||
| Q3 25 | 10.0% | 8.2% | ||
| Q2 25 | 6.1% | -5.7% | ||
| Q1 25 | -10.4% | 7.4% | ||
| Q4 24 | 13.2% | 14.8% | ||
| Q3 24 | 6.0% | 7.5% | ||
| Q2 24 | 3.2% | 6.5% | ||
| Q1 24 | -12.0% | 12.2% |
| Q4 25 | 0.1% | 8.0% | ||
| Q3 25 | 0.3% | 7.2% | ||
| Q2 25 | 0.3% | 12.7% | ||
| Q1 25 | 0.5% | 13.7% | ||
| Q4 24 | 0.3% | 10.7% | ||
| Q3 24 | 0.2% | 9.9% | ||
| Q2 24 | 0.5% | 9.2% | ||
| Q1 24 | 0.1% | 5.1% |
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.85× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 1.11× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 1.13× |
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% |
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
