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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
Vita Coco Company, Inc. is the larger business by last-quarter revenue ($179.8M vs $103.6M, roughly 1.7× TACTILE SYSTEMS TECHNOLOGY INC). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs 10.3%, a 6.7% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 21.0%). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs 11.7%).
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
COCO vs TCMD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $103.6M |
| Net Profit | $30.5M | $10.6M |
| Gross Margin | 39.9% | 78.2% |
| Operating Margin | 18.7% | 18.1% |
| Net Margin | 17.0% | 10.3% |
| Revenue YoY | 37.3% | 21.0% |
| Net Profit YoY | 61.4% | 9.4% |
| EPS (diluted) | $0.50 | $0.45 |
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 | $179.8M | — | ||
| Q4 25 | $127.8M | $103.6M | ||
| Q3 25 | $182.3M | $85.8M | ||
| Q2 25 | $168.8M | $78.9M | ||
| Q1 25 | $130.9M | $61.3M | ||
| Q4 24 | $127.3M | $85.6M | ||
| Q3 24 | $132.9M | $73.1M | ||
| Q2 24 | $144.1M | $73.2M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $10.6M | ||
| Q3 25 | $24.0M | $8.2M | ||
| Q2 25 | $22.9M | $3.2M | ||
| Q1 25 | $18.9M | $-3.0M | ||
| Q4 24 | $3.4M | $9.7M | ||
| Q3 24 | $19.3M | $5.2M | ||
| Q2 24 | $19.1M | $4.3M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | 78.2% | ||
| Q3 25 | 37.7% | 75.8% | ||
| Q2 25 | 36.3% | 74.5% | ||
| Q1 25 | 36.7% | 74.0% | ||
| Q4 24 | 32.5% | 75.2% | ||
| Q3 24 | 38.8% | 75.0% | ||
| Q2 24 | 40.8% | 73.9% |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | 18.1% | ||
| Q3 25 | 15.3% | 12.8% | ||
| Q2 25 | 14.9% | 5.2% | ||
| Q1 25 | 14.7% | -7.4% | ||
| Q4 24 | 3.4% | 14.6% | ||
| Q3 24 | 15.5% | 9.3% | ||
| Q2 24 | 20.8% | 8.0% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | 10.3% | ||
| Q3 25 | 13.2% | 9.6% | ||
| Q2 25 | 13.6% | 4.1% | ||
| Q1 25 | 14.4% | -4.9% | ||
| Q4 24 | 2.6% | 11.4% | ||
| Q3 24 | 14.5% | 7.1% | ||
| Q2 24 | 13.2% | 5.9% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $0.45 | ||
| Q3 25 | $0.40 | $0.36 | ||
| Q2 25 | $0.38 | $0.14 | ||
| Q1 25 | $0.31 | $-0.13 | ||
| Q4 24 | $0.06 | $0.40 | ||
| Q3 24 | $0.32 | $0.21 | ||
| Q2 24 | $0.32 | $0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $201.9M | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $352.2M | $218.9M |
| Total Assets | $488.3M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $83.4M | ||
| Q3 25 | $203.7M | $66.0M | ||
| Q2 25 | $167.0M | $81.5M | ||
| Q1 25 | $153.6M | $83.6M | ||
| Q4 24 | $164.7M | $94.4M | ||
| Q3 24 | $156.7M | $82.1M | ||
| Q2 24 | $150.1M | $73.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $218.9M | ||
| Q3 25 | $323.7M | $204.9M | ||
| Q2 25 | $296.9M | $194.9M | ||
| Q1 25 | $277.9M | $205.6M | ||
| Q4 24 | $258.8M | $216.6M | ||
| Q3 24 | $252.1M | $207.9M | ||
| Q2 24 | $232.0M | $200.7M |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $273.9M | ||
| Q3 25 | $461.3M | $259.2M | ||
| Q2 25 | $421.1M | $273.0M | ||
| Q1 25 | $384.0M | $280.2M | ||
| Q4 24 | $362.4M | $297.9M | ||
| Q3 24 | $353.1M | $287.7M | ||
| Q2 24 | $323.0M | $278.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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 | — | $17.3M |
| Free Cash FlowOCF − Capex | — | $16.8M |
| FCF MarginFCF / Revenue | — | 16.2% |
| Capex IntensityCapex / Revenue | — | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | — | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.9M | $17.3M | ||
| Q3 25 | $39.1M | $10.3M | ||
| Q2 25 | $21.8M | $14.8M | ||
| Q1 25 | $-9.8M | $417.0K | ||
| Q4 24 | $6.9M | $16.3M | ||
| Q3 24 | $9.3M | $10.3M | ||
| Q2 24 | $26.9M | $13.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $16.8M | ||
| Q3 25 | $35.6M | $9.2M | ||
| Q2 25 | $20.9M | $14.4M | ||
| Q1 25 | $-10.4M | $38.0K | ||
| Q4 24 | $6.8M | $15.9M | ||
| Q3 24 | $8.9M | $9.3M | ||
| Q2 24 | $26.6M | $12.6M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 16.2% | ||
| Q3 25 | 19.6% | 10.8% | ||
| Q2 25 | 12.4% | 18.2% | ||
| Q1 25 | -7.9% | 0.1% | ||
| Q4 24 | 5.3% | 18.5% | ||
| Q3 24 | 6.7% | 12.7% | ||
| Q2 24 | 18.5% | 17.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 0.5% | ||
| Q3 25 | 1.9% | 1.3% | ||
| Q2 25 | 0.6% | 0.5% | ||
| Q1 25 | 0.4% | 0.6% | ||
| Q4 24 | 0.1% | 0.5% | ||
| Q3 24 | 0.3% | 1.3% | ||
| Q2 24 | 0.2% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | 1.63× | ||
| Q3 25 | 1.63× | 1.26× | ||
| Q2 25 | 0.95× | 4.59× | ||
| Q1 25 | -0.52× | — | ||
| Q4 24 | 2.05× | 1.68× | ||
| Q3 24 | 0.48× | 1.99× | ||
| Q2 24 | 1.41× | 3.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
