vs
Side-by-side financial comparison of Commercial Vehicle Group, Inc. (CVGI) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($172.6M vs $154.8M, roughly 1.1× Commercial Vehicle Group, Inc.). On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -5.2%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $8.7M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs -10.8%).
WABCO Holdings, Inc. was a U.S.-based provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. In 2007, the Vehicle Control Systems was spun off as WABCO Holdings Inc., an American provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. Their products are present in many commercial vehicles such as trucks, buses, trailers and off-highway vehicles but they ...
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.
CVGI vs FSLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $154.8M | $172.6M |
| Net Profit | — | $-15.5M |
| Gross Margin | 9.7% | 61.4% |
| Operating Margin | -1.2% | -8.7% |
| Net Margin | — | -9.0% |
| Revenue YoY | -5.2% | 22.8% |
| Net Profit YoY | — | 52.9% |
| EPS (diluted) | — | $-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.
| Q4 25 | $154.8M | $172.6M | ||
| Q3 25 | $152.5M | $158.2M | ||
| Q2 25 | $172.0M | $148.7M | ||
| Q1 25 | $169.8M | $144.5M | ||
| Q4 24 | $163.3M | $140.6M | ||
| Q3 24 | $171.8M | $137.2M | ||
| Q2 24 | $193.7M | $132.4M | ||
| Q1 24 | $194.6M | $133.5M |
| Q4 25 | — | $-15.5M | ||
| Q3 25 | $-7.1M | $-29.5M | ||
| Q2 25 | $-4.8M | $-37.5M | ||
| Q1 25 | $-4.3M | $-39.1M | ||
| Q4 24 | — | $-32.9M | ||
| Q3 24 | $9.5M | $-38.0M | ||
| Q2 24 | $-1.6M | $-43.7M | ||
| Q1 24 | $2.9M | $-43.4M |
| Q4 25 | 9.7% | 61.4% | ||
| Q3 25 | 10.5% | 58.4% | ||
| Q2 25 | 11.4% | 54.5% | ||
| Q1 25 | 10.5% | 53.2% | ||
| Q4 24 | 8.0% | 53.4% | ||
| Q3 24 | 9.6% | 54.5% | ||
| Q2 24 | 10.6% | 55.1% | ||
| Q1 24 | 11.9% | 54.8% |
| Q4 25 | -1.2% | -8.7% | ||
| Q3 25 | -0.7% | -18.2% | ||
| Q2 25 | 0.5% | -24.8% | ||
| Q1 25 | 0.8% | -26.4% | ||
| Q4 24 | -3.2% | -24.4% | ||
| Q3 24 | -0.6% | -29.6% | ||
| Q2 24 | 0.5% | -35.3% | ||
| Q1 24 | 2.3% | -34.6% |
| Q4 25 | — | -9.0% | ||
| Q3 25 | -4.6% | -18.6% | ||
| Q2 25 | -2.8% | -25.2% | ||
| Q1 25 | -2.5% | -27.1% | ||
| Q4 24 | — | -23.4% | ||
| Q3 24 | 5.5% | -27.7% | ||
| Q2 24 | -0.8% | -33.0% | ||
| Q1 24 | 1.5% | -32.5% |
| Q4 25 | — | $-0.10 | ||
| Q3 25 | — | $-0.20 | ||
| Q2 25 | — | $-0.26 | ||
| Q1 25 | — | $-0.27 | ||
| Q4 24 | — | $-0.23 | ||
| Q3 24 | — | $-0.27 | ||
| Q2 24 | $-0.05 | $-0.32 | ||
| Q1 24 | $0.09 | $-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 | — | $361.8M |
| Total DebtLower is stronger | $104.9M | — |
| Stockholders' EquityBook value | $133.4M | $929.6M |
| Total Assets | $391.7M | $1.5B |
| Debt / EquityLower = less leverage | 0.79× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $361.8M | ||
| Q3 25 | — | $342.9M | ||
| Q2 25 | — | $321.2M | ||
| Q1 25 | — | $307.3M | ||
| Q4 24 | — | $295.9M | ||
| Q3 24 | — | $308.2M | ||
| Q2 24 | — | $311.8M | ||
| Q1 24 | — | $329.5M |
| Q4 25 | $104.9M | — | ||
| Q3 25 | $108.2M | — | ||
| Q2 25 | $118.2M | — | ||
| Q1 25 | $117.4M | — | ||
| Q4 24 | $135.5M | — | ||
| Q3 24 | $128.8M | — | ||
| Q2 24 | $142.0M | — | ||
| Q1 24 | $155.7M | — |
| Q4 25 | $133.4M | $929.6M | ||
| Q3 25 | $136.5M | $937.0M | ||
| Q2 25 | $142.6M | $942.6M | ||
| Q1 25 | $136.7M | $957.0M | ||
| Q4 24 | $135.6M | $965.3M | ||
| Q3 24 | $179.3M | $969.5M | ||
| Q2 24 | $169.6M | $981.2M | ||
| Q1 24 | $175.5M | $991.8M |
| Q4 25 | $391.7M | $1.5B | ||
| Q3 25 | $400.3M | $1.5B | ||
| Q2 25 | $429.8M | $1.5B | ||
| Q1 25 | $419.8M | $1.4B | ||
| Q4 24 | $424.6M | $1.5B | ||
| Q3 24 | $495.3M | $1.5B | ||
| Q2 24 | $503.2M | $1.5B | ||
| Q1 24 | $509.2M | $1.5B |
| Q4 25 | 0.79× | — | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 0.72× | — | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 0.89× | — |
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 | $12.3M | $22.4M |
| Free Cash FlowOCF − Capex | $8.7M | $12.2M |
| FCF MarginFCF / Revenue | 5.6% | 7.1% |
| Capex IntensityCapex / Revenue | 2.3% | 5.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $34.0M | $65.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $12.3M | $22.4M | ||
| Q3 25 | $-1.7M | $28.9M | ||
| Q2 25 | $18.9M | $25.8M | ||
| Q1 25 | $15.2M | $17.3M | ||
| Q4 24 | $-26.6M | $5.2M | ||
| Q3 24 | $-17.1M | $5.0M | ||
| Q2 24 | $12.6M | $-4.9M | ||
| Q1 24 | $-2.4M | $11.1M |
| Q4 25 | $8.7M | $12.2M | ||
| Q3 25 | $-3.5M | $22.9M | ||
| Q2 25 | $17.4M | $15.9M | ||
| Q1 25 | $11.4M | $14.7M | ||
| Q4 24 | $-30.6M | $251.0K | ||
| Q3 24 | $-20.3M | $3.0M | ||
| Q2 24 | $6.4M | $-6.7M | ||
| Q1 24 | $-7.4M | $9.5M |
| Q4 25 | 5.6% | 7.1% | ||
| Q3 25 | -2.3% | 14.5% | ||
| Q2 25 | 10.1% | 10.7% | ||
| Q1 25 | 6.7% | 10.2% | ||
| Q4 24 | -18.7% | 0.2% | ||
| Q3 24 | -11.8% | 2.2% | ||
| Q2 24 | 3.3% | -5.1% | ||
| Q1 24 | -3.8% | 7.1% |
| Q4 25 | 2.3% | 5.9% | ||
| Q3 25 | 1.2% | 3.8% | ||
| Q2 25 | 0.9% | 6.6% | ||
| Q1 25 | 2.2% | 1.8% | ||
| Q4 24 | 2.4% | 3.5% | ||
| Q3 24 | 1.9% | 1.5% | ||
| Q2 24 | 3.2% | 1.3% | ||
| Q1 24 | 2.6% | 1.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -1.79× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -0.80× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CVGI
| Global Seating | $70.7M | 46% |
| Global Electrical Systems | $49.7M | 32% |
| Trim Systems And Components | $34.4M | 22% |
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
