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Side-by-side financial comparison of CANTALOUPE, INC. (CTLP) and UNITED STATES LIME & MINERALS INC (USLM). Click either name above to swap in a different company.

UNITED STATES LIME & MINERALS INC is the larger business by last-quarter revenue ($87.9M vs $78.7M, roughly 1.1× CANTALOUPE, INC.). UNITED STATES LIME & MINERALS INC runs the higher net margin — 34.7% vs -0.1%, a 34.8% gap on every dollar of revenue. On growth, UNITED STATES LIME & MINERALS INC posted the faster year-over-year revenue change (9.8% vs 6.8%). UNITED STATES LIME & MINERALS INC produced more free cash flow last quarter ($25.7M vs $-614.0K). Over the past eight quarters, UNITED STATES LIME & MINERALS INC's revenue compounded faster (10.8% CAGR vs 7.7%).

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...

United States Lime & Minerals Inc is a leading US-based natural resources enterprise that produces high-calcium lime, dolomitic lime, limestone and related mineral products. Its core client segments cover infrastructure construction, steel manufacturing, agricultural soil amendment, environmental emission control and industrial processing, serving customers across North America.

CTLP vs USLM — Head-to-Head

Bigger by revenue
USLM
USLM
1.1× larger
USLM
$87.9M
$78.7M
CTLP
Growing faster (revenue YoY)
USLM
USLM
+3.1% gap
USLM
9.8%
6.8%
CTLP
Higher net margin
USLM
USLM
34.8% more per $
USLM
34.7%
-0.1%
CTLP
More free cash flow
USLM
USLM
$26.3M more FCF
USLM
$25.7M
$-614.0K
CTLP
Faster 2-yr revenue CAGR
USLM
USLM
Annualised
USLM
10.8%
7.7%
CTLP

Income Statement — Q2 FY2026 vs Q4 FY2025

Metric
CTLP
CTLP
USLM
USLM
Revenue
$78.7M
$87.9M
Net Profit
$-70.0K
$30.5M
Gross Margin
48.0%
Operating Margin
2.0%
41.0%
Net Margin
-0.1%
34.7%
Revenue YoY
6.8%
9.8%
Net Profit YoY
-101.4%
13.2%
EPS (diluted)
$0.00
$1.06

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
USLM
USLM
Q4 25
$78.7M
$87.9M
Q3 25
$80.9M
$102.0M
Q2 25
$82.6M
$91.5M
Q1 25
$75.4M
$91.3M
Q4 24
$73.7M
$80.1M
Q3 24
$70.8M
$89.4M
Q2 24
$72.7M
$76.5M
Q1 24
$67.9M
$71.7M
Net Profit
CTLP
CTLP
USLM
USLM
Q4 25
$-70.0K
$30.5M
Q3 25
$-919.0K
$38.8M
Q2 25
$6.8M
$30.8M
Q1 25
$49.2M
$34.1M
Q4 24
$5.0M
$27.0M
Q3 24
$3.6M
$33.4M
Q2 24
$2.2M
$26.1M
Q1 24
$4.7M
$22.4M
Gross Margin
CTLP
CTLP
USLM
USLM
Q4 25
48.0%
Q3 25
51.2%
Q2 25
45.8%
Q1 25
50.6%
Q4 24
44.3%
Q3 24
48.2%
Q2 24
45.5%
Q1 24
39.6%
42.7%
Operating Margin
CTLP
CTLP
USLM
USLM
Q4 25
2.0%
41.0%
Q3 25
2.0%
45.3%
Q2 25
6.3%
39.0%
Q1 25
9.1%
43.7%
Q4 24
8.4%
38.8%
Q3 24
5.8%
42.6%
Q2 24
4.9%
39.1%
Q1 24
6.3%
35.9%
Net Margin
CTLP
CTLP
USLM
USLM
Q4 25
-0.1%
34.7%
Q3 25
-1.1%
38.0%
Q2 25
8.3%
33.7%
Q1 25
65.2%
37.4%
Q4 24
6.7%
33.7%
Q3 24
5.0%
37.3%
Q2 24
3.0%
34.0%
Q1 24
6.9%
31.3%
EPS (diluted)
CTLP
CTLP
USLM
USLM
Q4 25
$0.00
$1.06
Q3 25
$-0.02
$1.35
Q2 25
$0.10
$1.07
Q1 25
$0.65
$1.19
Q4 24
$0.07
$-2.20
Q3 24
$0.04
$1.16
Q2 24
$0.03
$0.91
Q1 24
$0.06
$3.92

Balance Sheet & Financial Strength

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

Metric
CTLP
CTLP
USLM
USLM
Cash + ST InvestmentsLiquidity on hand
$53.0M
$371.1M
Total DebtLower is stronger
$37.7M
$0
Stockholders' EquityBook value
$252.5M
$630.8M
Total Assets
$381.9M
$681.0M
Debt / EquityLower = less leverage
0.15×
0.00×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CTLP
CTLP
USLM
USLM
Q4 25
$53.0M
$371.1M
Q3 25
$55.0M
$349.5M
Q2 25
$51.1M
$319.9M
Q1 25
$46.3M
$300.6M
Q4 24
$27.7M
$278.0M
Q3 24
$33.1M
$255.0M
Q2 24
$58.9M
$222.5M
Q1 24
$50.2M
$207.0M
Total Debt
CTLP
CTLP
USLM
USLM
Q4 25
$37.7M
$0
Q3 25
$38.3M
$0
Q2 25
$38.7M
$0
Q1 25
$39.2M
$0
Q4 24
$37.0M
$0
Q3 24
$37.3M
$0
Q2 24
$37.5M
$0
Q1 24
$38.1M
$0
Stockholders' Equity
CTLP
CTLP
USLM
USLM
Q4 25
$252.5M
$630.8M
Q3 25
$251.8M
$602.3M
Q2 25
$251.0M
$563.3M
Q1 25
$240.7M
$532.2M
Q4 24
$190.1M
$497.7M
Q3 24
$186.2M
$474.2M
Q2 24
$181.7M
$441.1M
Q1 24
$178.8M
$415.3M
Total Assets
CTLP
CTLP
USLM
USLM
Q4 25
$381.9M
$681.0M
Q3 25
$389.5M
$652.8M
Q2 25
$381.9M
$607.4M
Q1 25
$370.5M
$585.3M
Q4 24
$303.0M
$543.2M
Q3 24
$312.1M
$521.8M
Q2 24
$335.6M
$484.2M
Q1 24
$319.9M
$464.0M
Debt / Equity
CTLP
CTLP
USLM
USLM
Q4 25
0.15×
0.00×
Q3 25
0.15×
0.00×
Q2 25
0.15×
0.00×
Q1 25
0.16×
0.00×
Q4 24
0.19×
0.00×
Q3 24
0.20×
0.00×
Q2 24
0.21×
0.00×
Q1 24
0.21×
0.00×

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
USLM
USLM
Operating Cash FlowLast quarter
$3.1M
$45.6M
Free Cash FlowOCF − Capex
$-614.0K
$25.7M
FCF MarginFCF / Revenue
-0.8%
29.2%
Capex IntensityCapex / Revenue
4.8%
22.6%
Cash ConversionOCF / Net Profit
1.49×
TTM Free Cash FlowTrailing 4 quarters
$25.8M
$102.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CTLP
CTLP
USLM
USLM
Q4 25
$3.1M
$45.6M
Q3 25
$7.0M
$45.9M
Q2 25
$9.4M
$34.0M
Q1 25
$22.4M
$39.4M
Q4 24
$522.0K
$38.6M
Q3 24
$-12.0M
$39.0M
Q2 24
$14.3M
$21.2M
Q1 24
$14.7M
$27.2M
Free Cash Flow
CTLP
CTLP
USLM
USLM
Q4 25
$-614.0K
$25.7M
Q3 25
$3.5M
$31.3M
Q2 25
$4.3M
$20.8M
Q1 25
$18.6M
$24.6M
Q4 24
$-3.8M
$27.6M
Q3 24
$-15.8M
$33.9M
Q2 24
$8.5M
$16.8M
Q1 24
$11.4M
$20.3M
FCF Margin
CTLP
CTLP
USLM
USLM
Q4 25
-0.8%
29.2%
Q3 25
4.4%
30.7%
Q2 25
5.3%
22.7%
Q1 25
24.6%
26.9%
Q4 24
-5.1%
34.4%
Q3 24
-22.3%
37.9%
Q2 24
11.7%
21.9%
Q1 24
16.9%
28.4%
Capex Intensity
CTLP
CTLP
USLM
USLM
Q4 25
4.8%
22.6%
Q3 25
4.2%
14.4%
Q2 25
6.2%
14.5%
Q1 25
5.1%
16.3%
Q4 24
5.8%
13.8%
Q3 24
5.4%
5.8%
Q2 24
7.9%
5.7%
Q1 24
4.8%
9.5%
Cash Conversion
CTLP
CTLP
USLM
USLM
Q4 25
1.49×
Q3 25
1.18×
Q2 25
1.38×
1.10×
Q1 25
0.46×
1.16×
Q4 24
0.10×
1.43×
Q3 24
-3.36×
1.17×
Q2 24
6.47×
0.81×
Q1 24
3.16×
1.21×

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%

USLM
USLM

Segment breakdown not available.

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