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Side-by-side financial comparison of CIRRUS LOGIC, INC. (CRUS) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
CIRRUS LOGIC, INC. is the larger business by last-quarter revenue ($580.6M vs $340.0M, roughly 1.7× Walker & Dunlop, Inc.). CIRRUS LOGIC, INC. runs the higher net margin — 24.2% vs -12.9%, a 37.1% gap on every dollar of revenue. On growth, CIRRUS LOGIC, INC. posted the faster year-over-year revenue change (4.5% vs -0.4%). CIRRUS LOGIC, INC. produced more free cash flow last quarter ($285.7M vs $-680.1M). Over the past eight quarters, CIRRUS LOGIC, INC.'s revenue compounded faster (25.0% CAGR vs 22.1%).
Cirrus Logic Inc. is an American fabless semiconductor supplier that specializes in analog, mixed-signal, and audio DSP integrated circuits (ICs). Since 1998, the company's headquarters have been in Austin, Texas.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
CRUS vs WD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $580.6M | $340.0M |
| Net Profit | $140.3M | $-13.9M |
| Gross Margin | 53.1% | — |
| Operating Margin | 26.3% | -17.2% |
| Net Margin | 24.2% | -12.9% |
| Revenue YoY | 4.5% | -0.4% |
| Net Profit YoY | 21.0% | -131.0% |
| EPS (diluted) | $2.66 | $-0.41 |
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 | $580.6M | $340.0M | ||
| Q3 25 | $561.0M | $337.7M | ||
| Q2 25 | $407.3M | $319.2M | ||
| Q1 25 | $424.5M | $237.4M | ||
| Q4 24 | $555.7M | $341.5M | ||
| Q3 24 | $541.9M | $292.3M | ||
| Q2 24 | $374.0M | $270.7M | ||
| Q1 24 | $371.8M | $228.1M |
| Q4 25 | $140.3M | $-13.9M | ||
| Q3 25 | $131.6M | $33.5M | ||
| Q2 25 | $60.7M | $34.0M | ||
| Q1 25 | $71.3M | $2.8M | ||
| Q4 24 | $116.0M | $44.8M | ||
| Q3 24 | $102.1M | $28.8M | ||
| Q2 24 | $42.1M | $22.7M | ||
| Q1 24 | $44.8M | $11.9M |
| Q4 25 | 53.1% | — | ||
| Q3 25 | 52.5% | — | ||
| Q2 25 | 52.6% | — | ||
| Q1 25 | 53.4% | — | ||
| Q4 24 | 53.6% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 50.5% | — | ||
| Q1 24 | 51.8% | — |
| Q4 25 | 26.3% | -17.2% | ||
| Q3 25 | 25.8% | 13.6% | ||
| Q2 25 | 17.8% | 14.5% | ||
| Q1 25 | 20.2% | 2.2% | ||
| Q4 24 | 26.2% | 15.3% | ||
| Q3 24 | 24.3% | 12.8% | ||
| Q2 24 | 12.5% | 10.4% | ||
| Q1 24 | 14.1% | 6.0% |
| Q4 25 | 24.2% | -12.9% | ||
| Q3 25 | 23.5% | 9.9% | ||
| Q2 25 | 14.9% | 10.6% | ||
| Q1 25 | 16.8% | 1.2% | ||
| Q4 24 | 20.9% | 13.1% | ||
| Q3 24 | 18.8% | 9.9% | ||
| Q2 24 | 11.3% | 8.4% | ||
| Q1 24 | 12.1% | 5.2% |
| Q4 25 | $2.66 | $-0.41 | ||
| Q3 25 | $2.48 | $0.98 | ||
| Q2 25 | $1.14 | $0.99 | ||
| Q1 25 | $1.30 | $0.08 | ||
| Q4 24 | $2.11 | $1.32 | ||
| Q3 24 | $1.83 | $0.85 | ||
| Q2 24 | $0.76 | $0.67 | ||
| Q1 24 | $0.78 | $0.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $778.1M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.1B | $1.7B |
| Total Assets | $2.5B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $778.1M | $299.3M | ||
| Q3 25 | $593.5M | $274.8M | ||
| Q2 25 | $548.9M | $233.7M | ||
| Q1 25 | $539.6M | $181.0M | ||
| Q4 24 | $526.4M | $279.3M | ||
| Q3 24 | $445.8M | $179.8M | ||
| Q2 24 | $491.4M | $208.1M | ||
| Q1 24 | $502.8M | $216.5M |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.0B | $1.8B | ||
| Q2 25 | $1.9B | $1.8B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.8B | $1.7B | ||
| Q1 24 | $1.8B | $1.7B |
| Q4 25 | $2.5B | $5.1B | ||
| Q3 25 | $2.4B | $5.8B | ||
| Q2 25 | $2.3B | $4.7B | ||
| Q1 25 | $2.3B | $4.5B | ||
| Q4 24 | $2.4B | $4.4B | ||
| Q3 24 | $2.4B | $4.6B | ||
| Q2 24 | $2.3B | $4.2B | ||
| Q1 24 | $2.2B | $3.8B |
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 | $290.8M | $-664.3M |
| Free Cash FlowOCF − Capex | $285.7M | $-680.1M |
| FCF MarginFCF / Revenue | 49.2% | -200.0% |
| Capex IntensityCapex / Revenue | 0.9% | 4.6% |
| Cash ConversionOCF / Net Profit | 2.07× | — |
| TTM Free Cash FlowTrailing 4 quarters | $614.5M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $290.8M | $-664.3M | ||
| Q3 25 | $92.2M | $-948.1M | ||
| Q2 25 | $116.1M | $-238.5M | ||
| Q1 25 | $130.4M | $-281.1M | ||
| Q4 24 | $218.6M | $129.4M | ||
| Q3 24 | $8.2M | $-202.0M | ||
| Q2 24 | $87.2M | $-237.8M | ||
| Q1 24 | $170.5M | $38.4M |
| Q4 25 | $285.7M | $-680.1M | ||
| Q3 25 | $88.3M | $-950.4M | ||
| Q2 25 | $113.5M | $-241.0M | ||
| Q1 25 | $127.0M | $-284.7M | ||
| Q4 24 | $211.9M | $116.4M | ||
| Q3 24 | $5.6M | $-204.0M | ||
| Q2 24 | $77.2M | $-241.7M | ||
| Q1 24 | $163.5M | $35.2M |
| Q4 25 | 49.2% | -200.0% | ||
| Q3 25 | 15.7% | -281.5% | ||
| Q2 25 | 27.9% | -75.5% | ||
| Q1 25 | 29.9% | -120.0% | ||
| Q4 24 | 38.1% | 34.1% | ||
| Q3 24 | 1.0% | -69.8% | ||
| Q2 24 | 20.6% | -89.3% | ||
| Q1 24 | 44.0% | 15.4% |
| Q4 25 | 0.9% | 4.6% | ||
| Q3 25 | 0.7% | 0.7% | ||
| Q2 25 | 0.6% | 0.8% | ||
| Q1 25 | 0.8% | 1.5% | ||
| Q4 24 | 1.2% | 3.8% | ||
| Q3 24 | 0.5% | 0.7% | ||
| Q2 24 | 2.7% | 1.4% | ||
| Q1 24 | 1.9% | 1.4% |
| Q4 25 | 2.07× | — | ||
| Q3 25 | 0.70× | -28.34× | ||
| Q2 25 | 1.91× | -7.02× | ||
| Q1 25 | 1.83× | -102.07× | ||
| Q4 24 | 1.88× | 2.89× | ||
| Q3 24 | 0.08× | -7.01× | ||
| Q2 24 | 2.07× | -10.49× | ||
| Q1 24 | 3.80× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRUS
| Audio Products Segment | $344.5M | 59% |
| High Performance Mixed Signal Products | $236.2M | 41% |
WD
Segment breakdown not available.
