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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and Orchid Island Capital, Inc. (ORC). Click either name above to swap in a different company.
Orchid Island Capital, Inc. is the larger business by last-quarter revenue ($38.5M vs $34.3M, roughly 1.1× Clearfield, Inc.). Orchid Island Capital, Inc. runs the higher net margin — 268.7% vs -1.8%, a 270.5% gap on every dollar of revenue. On growth, Orchid Island Capital, Inc. posted the faster year-over-year revenue change (372.6% vs -3.2%). Over the past eight quarters, Orchid Island Capital, Inc.'s revenue compounded faster (301.6% CAGR vs -3.5%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
Orchid Island Capital, Inc. is a U.S.-based specialty finance company operating as a real estate investment trust. It primarily invests in residential mortgage-backed securities, including agency and non-agency products, targeting consistent risk-adjusted returns for its investors across U.S. fixed income markets.
CLFD vs ORC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $38.5M |
| Net Profit | $-614.0K | $103.4M |
| Gross Margin | 33.2% | — |
| Operating Margin | -5.3% | — |
| Net Margin | -1.8% | 268.7% |
| Revenue YoY | -3.2% | 372.6% |
| Net Profit YoY | 67.8% | 1764.9% |
| EPS (diluted) | $-0.04 | — |
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 | $34.3M | $38.5M | ||
| Q3 25 | $23.4M | $26.9M | ||
| Q2 25 | $49.9M | $23.2M | ||
| Q1 25 | $47.2M | $19.7M | ||
| Q4 24 | $29.7M | — | ||
| Q3 24 | $5.6M | $340.0K | ||
| Q2 24 | $48.8M | $-697.0K | ||
| Q1 24 | $36.9M | $-2.5M |
| Q4 25 | $-614.0K | $103.4M | ||
| Q3 25 | $-9.1M | $72.1M | ||
| Q2 25 | $1.6M | $-33.6M | ||
| Q1 25 | $1.3M | $17.1M | ||
| Q4 24 | $-1.9M | — | ||
| Q3 24 | — | $17.3M | ||
| Q2 24 | $-447.0K | $-5.0M | ||
| Q1 24 | $-5.9M | $19.8M |
| Q4 25 | 33.2% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 30.1% | — | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 21.9% | — | ||
| Q1 24 | 7.7% | — |
| Q4 25 | -5.3% | — | ||
| Q3 25 | 10.3% | — | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | -6.9% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -4.7% | — | ||
| Q1 24 | -26.4% | — |
| Q4 25 | -1.8% | 268.7% | ||
| Q3 25 | -38.8% | 267.8% | ||
| Q2 25 | 3.2% | -145.0% | ||
| Q1 25 | 2.8% | 86.9% | ||
| Q4 24 | -6.4% | — | ||
| Q3 24 | — | 5094.1% | ||
| Q2 24 | -0.9% | 714.3% | ||
| Q1 24 | -16.0% | -794.2% |
| Q4 25 | $-0.04 | — | ||
| Q3 25 | $-0.65 | — | ||
| Q2 25 | $0.11 | — | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $-0.13 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $-0.04 | — | ||
| Q1 24 | $-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 | $96.4M | $665.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | $1.4B |
| Total Assets | $268.1M | $11.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | $665.9M | ||
| Q3 25 | $106.0M | $583.9M | ||
| Q2 25 | $117.2M | $440.8M | ||
| Q1 25 | $112.0M | $396.4M | ||
| Q4 24 | $113.0M | — | ||
| Q3 24 | $129.0M | $322.1M | ||
| Q2 24 | $123.8M | $241.0M | ||
| Q1 24 | $142.9M | $190.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $249.7M | $1.4B | ||
| Q3 25 | $256.2M | $1.1B | ||
| Q2 25 | $264.5M | $912.0M | ||
| Q1 25 | $265.9M | $855.9M | ||
| Q4 24 | $267.4M | — | ||
| Q3 24 | $275.8M | $656.0M | ||
| Q2 24 | $274.6M | $555.9M | ||
| Q1 24 | $279.2M | $481.6M |
| Q4 25 | $268.1M | $11.7B | ||
| Q3 25 | $306.2M | $9.1B | ||
| Q2 25 | $314.7M | $7.6B | ||
| Q1 25 | $310.9M | $7.3B | ||
| Q4 24 | $303.2M | — | ||
| Q3 24 | $315.3M | $5.9B | ||
| Q2 24 | $318.1M | $4.9B | ||
| Q1 24 | $315.4M | $4.2B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | — | — |
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 | $-1.4M | $120.4M |
| Free Cash FlowOCF − Capex | $-2.4M | — |
| FCF MarginFCF / Revenue | -7.1% | — |
| Capex IntensityCapex / Revenue | 2.9% | — |
| Cash ConversionOCF / Net Profit | — | 1.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | $120.4M | ||
| Q3 25 | — | $28.0M | ||
| Q2 25 | $7.9M | $18.4M | ||
| Q1 25 | $3.0M | $25.8M | ||
| Q4 24 | $7.2M | — | ||
| Q3 24 | $22.2M | $-14.8M | ||
| Q2 24 | $4.0M | $19.3M | ||
| Q1 24 | $-5.7M | $45.0M |
| Q4 25 | $-2.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $7.5M | — | ||
| Q1 25 | $654.0K | — | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $18.2M | — | ||
| Q2 24 | $2.8M | — | ||
| Q1 24 | $-7.7M | — |
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 323.0% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | -20.8% | — |
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 71.4% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 5.3% | — |
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.86× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
