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Side-by-side financial comparison of Climb Global Solutions, Inc. (CLMB) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.
Climb Global Solutions, Inc. is the larger business by last-quarter revenue ($182.4M vs $172.6M, roughly 1.1× Fastly, Inc.). Climb Global Solutions, Inc. runs the higher net margin — 1.8% vs -9.0%, a 10.8% gap on every dollar of revenue. On growth, Climb Global Solutions, Inc. posted the faster year-over-year revenue change (32.1% vs 22.8%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% CAGR vs 13.7%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
CLMB vs FSLY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $182.4M | $172.6M |
| Net Profit | $3.3M | $-15.5M |
| Gross Margin | 14.5% | 61.4% |
| Operating Margin | 2.1% | -8.7% |
| Net Margin | 1.8% | -9.0% |
| Revenue YoY | 32.1% | 22.8% |
| Net Profit YoY | -9.5% | 52.9% |
| EPS (diluted) | $0.18 | $-0.10 |
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 | $182.4M | — | ||
| Q4 25 | $193.8M | $172.6M | ||
| Q3 25 | $161.3M | $158.2M | ||
| Q2 25 | $159.3M | $148.7M | ||
| Q1 25 | $138.0M | $144.5M | ||
| Q4 24 | $161.8M | $140.6M | ||
| Q3 24 | $119.3M | $137.2M | ||
| Q2 24 | $92.1M | $132.4M |
| Q1 26 | $3.3M | — | ||
| Q4 25 | $7.0M | $-15.5M | ||
| Q3 25 | $4.7M | $-29.5M | ||
| Q2 25 | $6.0M | $-37.5M | ||
| Q1 25 | $3.7M | $-39.1M | ||
| Q4 24 | $7.0M | $-32.9M | ||
| Q3 24 | $5.5M | $-38.0M | ||
| Q2 24 | $3.4M | $-43.7M |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 15.4% | 61.4% | ||
| Q3 25 | 15.9% | 58.4% | ||
| Q2 25 | 16.5% | 54.5% | ||
| Q1 25 | 16.9% | 53.2% | ||
| Q4 24 | 19.3% | 53.4% | ||
| Q3 24 | 20.3% | 54.5% | ||
| Q2 24 | 20.2% | 55.1% |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 4.9% | -8.7% | ||
| Q3 25 | 4.3% | -18.2% | ||
| Q2 25 | 5.0% | -24.8% | ||
| Q1 25 | 3.5% | -26.4% | ||
| Q4 24 | 7.2% | -24.4% | ||
| Q3 24 | 7.1% | -29.6% | ||
| Q2 24 | 4.6% | -35.3% |
| Q1 26 | 1.8% | — | ||
| Q4 25 | 3.6% | -9.0% | ||
| Q3 25 | 2.9% | -18.6% | ||
| Q2 25 | 3.7% | -25.2% | ||
| Q1 25 | 2.7% | -27.1% | ||
| Q4 24 | 4.3% | -23.4% | ||
| Q3 24 | 4.6% | -27.7% | ||
| Q2 24 | 3.7% | -33.0% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $1.51 | $-0.10 | ||
| Q3 25 | $1.02 | $-0.20 | ||
| Q2 25 | $1.30 | $-0.26 | ||
| Q1 25 | $0.81 | $-0.27 | ||
| Q4 24 | $1.52 | $-0.23 | ||
| Q3 24 | $1.19 | $-0.27 | ||
| Q2 24 | $0.75 | $-0.32 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $41.8M | $361.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $118.4M | $929.6M |
| Total Assets | $458.8M | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $41.8M | — | ||
| Q4 25 | $36.6M | $361.8M | ||
| Q3 25 | $49.8M | $342.9M | ||
| Q2 25 | $28.6M | $321.2M | ||
| Q1 25 | $32.5M | $307.3M | ||
| Q4 24 | $29.8M | $295.9M | ||
| Q3 24 | $22.1M | $308.2M | ||
| Q2 24 | $48.4M | $311.8M |
| Q1 26 | $118.4M | — | ||
| Q4 25 | $116.6M | $929.6M | ||
| Q3 25 | $109.3M | $937.0M | ||
| Q2 25 | $105.2M | $942.6M | ||
| Q1 25 | $95.6M | $957.0M | ||
| Q4 24 | $90.6M | $965.3M | ||
| Q3 24 | $87.7M | $969.5M | ||
| Q2 24 | $79.8M | $981.2M |
| Q1 26 | $458.8M | — | ||
| Q4 25 | $460.2M | $1.5B | ||
| Q3 25 | $376.1M | $1.5B | ||
| Q2 25 | $420.7M | $1.5B | ||
| Q1 25 | $370.1M | $1.4B | ||
| Q4 24 | $469.2M | $1.5B | ||
| Q3 24 | $371.9M | $1.5B | ||
| Q2 24 | $302.8M | $1.5B |
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 | — | $22.4M |
| Free Cash FlowOCF − Capex | — | $12.2M |
| FCF MarginFCF / Revenue | — | 7.1% |
| Capex IntensityCapex / Revenue | — | 5.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $65.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-11.9M | $22.4M | ||
| Q3 25 | $22.2M | $28.9M | ||
| Q2 25 | $-2.2M | $25.8M | ||
| Q1 25 | $8.5M | $17.3M | ||
| Q4 24 | $16.0M | $5.2M | ||
| Q3 24 | $-3.6M | $5.0M | ||
| Q2 24 | $7.3M | $-4.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $12.2M | ||
| Q3 25 | — | $22.9M | ||
| Q2 25 | — | $15.9M | ||
| Q1 25 | — | $14.7M | ||
| Q4 24 | — | $251.0K | ||
| Q3 24 | — | $3.0M | ||
| Q2 24 | — | $-6.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | -5.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | -1.70× | — | ||
| Q3 25 | 4.73× | — | ||
| Q2 25 | -0.37× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | -0.66× | — | ||
| Q2 24 | 2.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLMB
Segment breakdown not available.
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
