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Side-by-side financial comparison of CANTALOUPE, INC. (CTLP) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.

Origin Bancorp, Inc. is the larger business by last-quarter revenue ($104.0M vs $78.7M, roughly 1.3× CANTALOUPE, INC.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs -0.1%, a 26.7% gap on every dollar of revenue. Over the past eight quarters, CANTALOUPE, INC.'s revenue compounded faster (7.7% CAGR vs 3.9%).

Cantaloupe, Inc., previously known as USA Technologies Inc., is an American company known for its work with ePort cashless acceptance technology running on its patented ePort Connect service, a PCI compliant services. ePort Connect wirelessly facilitates electronic payment options to consumers with credit, debit, or NFC enabled electronic wallets like Apple Pay and Google Pay while providing operators with both telemetry and machine-to-machine (M2M) services. ePort technology is primarily fou...

Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".

CTLP vs OBK — Head-to-Head

Bigger by revenue
OBK
OBK
1.3× larger
OBK
$104.0M
$78.7M
CTLP
Higher net margin
OBK
OBK
26.7% more per $
OBK
26.6%
-0.1%
CTLP
Faster 2-yr revenue CAGR
CTLP
CTLP
Annualised
CTLP
7.7%
3.9%
OBK

Income Statement — Q2 FY2026 vs Q1 FY2026

Metric
CTLP
CTLP
OBK
OBK
Revenue
$78.7M
$104.0M
Net Profit
$-70.0K
$27.7M
Gross Margin
Operating Margin
2.0%
Net Margin
-0.1%
26.6%
Revenue YoY
6.8%
Net Profit YoY
-101.4%
EPS (diluted)
$0.00
$0.89

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.

Revenue
CTLP
CTLP
OBK
OBK
Q1 26
$104.0M
Q4 25
$78.7M
$103.4M
Q3 25
$80.9M
$109.8M
Q2 25
$82.6M
$83.5M
Q1 25
$75.4M
$94.1M
Q4 24
$73.7M
$78.3M
Q3 24
$70.8M
$90.8M
Q2 24
$72.7M
$96.4M
Net Profit
CTLP
CTLP
OBK
OBK
Q1 26
$27.7M
Q4 25
$-70.0K
$29.5M
Q3 25
$-919.0K
$8.6M
Q2 25
$6.8M
$14.6M
Q1 25
$49.2M
$22.4M
Q4 24
$5.0M
$14.3M
Q3 24
$3.6M
$18.6M
Q2 24
$2.2M
$21.0M
Operating Margin
CTLP
CTLP
OBK
OBK
Q1 26
Q4 25
2.0%
36.2%
Q3 25
2.0%
10.0%
Q2 25
6.3%
22.3%
Q1 25
9.1%
30.4%
Q4 24
8.4%
23.0%
Q3 24
5.8%
26.1%
Q2 24
4.9%
27.7%
Net Margin
CTLP
CTLP
OBK
OBK
Q1 26
26.6%
Q4 25
-0.1%
28.5%
Q3 25
-1.1%
7.9%
Q2 25
8.3%
17.5%
Q1 25
65.2%
23.8%
Q4 24
6.7%
18.2%
Q3 24
5.0%
20.5%
Q2 24
3.0%
21.8%
EPS (diluted)
CTLP
CTLP
OBK
OBK
Q1 26
$0.89
Q4 25
$0.00
$0.95
Q3 25
$-0.02
$0.27
Q2 25
$0.10
$0.47
Q1 25
$0.65
$0.71
Q4 24
$0.07
$0.45
Q3 24
$0.04
$0.60
Q2 24
$0.03
$0.67

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CTLP
CTLP
OBK
OBK
Cash + ST InvestmentsLiquidity on hand
$53.0M
Total DebtLower is stronger
$37.7M
Stockholders' EquityBook value
$252.5M
$1.3B
Total Assets
$381.9M
$10.2B
Debt / EquityLower = less leverage
0.15×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CTLP
CTLP
OBK
OBK
Q1 26
Q4 25
$53.0M
$424.2M
Q3 25
$55.0M
$626.9M
Q2 25
$51.1M
$334.1M
Q1 25
$46.3M
$486.2M
Q4 24
$27.7M
$470.2M
Q3 24
$33.1M
$321.2M
Q2 24
$58.9M
$288.1M
Total Debt
CTLP
CTLP
OBK
OBK
Q1 26
Q4 25
$37.7M
Q3 25
$38.3M
Q2 25
$38.7M
Q1 25
$39.2M
Q4 24
$37.0M
Q3 24
$37.3M
Q2 24
$37.5M
Stockholders' Equity
CTLP
CTLP
OBK
OBK
Q1 26
$1.3B
Q4 25
$252.5M
$1.2B
Q3 25
$251.8M
$1.2B
Q2 25
$251.0M
$1.2B
Q1 25
$240.7M
$1.2B
Q4 24
$190.1M
$1.1B
Q3 24
$186.2M
$1.1B
Q2 24
$181.7M
$1.1B
Total Assets
CTLP
CTLP
OBK
OBK
Q1 26
$10.2B
Q4 25
$381.9M
$9.7B
Q3 25
$389.5M
$9.8B
Q2 25
$381.9M
$9.7B
Q1 25
$370.5M
$9.8B
Q4 24
$303.0M
$9.7B
Q3 24
$312.1M
$10.0B
Q2 24
$335.6M
$9.9B
Debt / Equity
CTLP
CTLP
OBK
OBK
Q1 26
Q4 25
0.15×
Q3 25
0.15×
Q2 25
0.15×
Q1 25
0.16×
Q4 24
0.19×
Q3 24
0.20×
Q2 24
0.21×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CTLP
CTLP
OBK
OBK
Operating Cash FlowLast quarter
$3.1M
Free Cash FlowOCF − Capex
$-614.0K
FCF MarginFCF / Revenue
-0.8%
Capex IntensityCapex / Revenue
4.8%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$25.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CTLP
CTLP
OBK
OBK
Q1 26
Q4 25
$3.1M
$158.9M
Q3 25
$7.0M
$59.3M
Q2 25
$9.4M
$20.6M
Q1 25
$22.4M
$35.6M
Q4 24
$522.0K
$108.5M
Q3 24
$-12.0M
$39.6M
Q2 24
$14.3M
$11.9M
Free Cash Flow
CTLP
CTLP
OBK
OBK
Q1 26
Q4 25
$-614.0K
$151.1M
Q3 25
$3.5M
$56.8M
Q2 25
$4.3M
$19.6M
Q1 25
$18.6M
$34.8M
Q4 24
$-3.8M
$86.4M
Q3 24
$-15.8M
$32.2M
Q2 24
$8.5M
$6.5M
FCF Margin
CTLP
CTLP
OBK
OBK
Q1 26
Q4 25
-0.8%
146.0%
Q3 25
4.4%
51.7%
Q2 25
5.3%
23.5%
Q1 25
24.6%
37.0%
Q4 24
-5.1%
110.3%
Q3 24
-22.3%
35.5%
Q2 24
11.7%
6.8%
Capex Intensity
CTLP
CTLP
OBK
OBK
Q1 26
Q4 25
4.8%
7.6%
Q3 25
4.2%
2.3%
Q2 25
6.2%
1.2%
Q1 25
5.1%
0.8%
Q4 24
5.8%
28.1%
Q3 24
5.4%
8.1%
Q2 24
7.9%
5.6%
Cash Conversion
CTLP
CTLP
OBK
OBK
Q1 26
Q4 25
5.38×
Q3 25
6.88×
Q2 25
1.38×
1.41×
Q1 25
0.46×
1.59×
Q4 24
0.10×
7.60×
Q3 24
-3.36×
2.13×
Q2 24
6.47×
0.57×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CTLP
CTLP

Transaction Processing$47.9M61%
Subscription Revenue$21.8M28%
Products$9.0M11%

OBK
OBK

Net Interest Income$87.2M84%
Noninterest Income$16.8M16%

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