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Side-by-side financial comparison of Commercial Vehicle Group, Inc. (CVGI) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Commercial Vehicle Group, Inc. is the larger business by last-quarter revenue ($154.8M vs $124.5M, roughly 1.2× PagerDuty, Inc.). On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -5.2%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $8.7M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% 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 ...
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
CVGI vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $154.8M | $124.5M |
| Net Profit | — | $161.6M |
| Gross Margin | 9.7% | 85.3% |
| Operating Margin | -1.2% | 6.5% |
| Net Margin | — | 129.7% |
| Revenue YoY | -5.2% | 4.7% |
| Net Profit YoY | — | 2827.7% |
| EPS (diluted) | — | $1.69 |
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 | $124.5M | ||
| Q3 25 | $152.5M | $123.4M | ||
| Q2 25 | $172.0M | $119.8M | ||
| Q1 25 | $169.8M | $121.4M | ||
| Q4 24 | $163.3M | $118.9M | ||
| Q3 24 | $171.8M | $115.9M | ||
| Q2 24 | $193.7M | $111.2M | ||
| Q1 24 | $194.6M | $111.1M |
| Q4 25 | — | $161.6M | ||
| Q3 25 | $-7.1M | $9.6M | ||
| Q2 25 | $-4.8M | $-7.2M | ||
| Q1 25 | $-4.3M | $-8.8M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | $9.5M | $-10.9M | ||
| Q2 24 | $-1.6M | $-17.1M | ||
| Q1 24 | $2.9M | $-28.2M |
| Q4 25 | 9.7% | 85.3% | ||
| Q3 25 | 10.5% | 84.6% | ||
| Q2 25 | 11.4% | 84.0% | ||
| Q1 25 | 10.5% | 83.6% | ||
| Q4 24 | 8.0% | 83.0% | ||
| Q3 24 | 9.6% | 82.7% | ||
| Q2 24 | 10.6% | 82.6% | ||
| Q1 24 | 11.9% | 81.7% |
| Q4 25 | -1.2% | 6.5% | ||
| Q3 25 | -0.7% | 2.9% | ||
| Q2 25 | 0.5% | -8.6% | ||
| Q1 25 | 0.8% | -9.6% | ||
| Q4 24 | -3.2% | -8.7% | ||
| Q3 24 | -0.6% | -13.8% | ||
| Q2 24 | 0.5% | -19.5% | ||
| Q1 24 | 2.3% | -30.1% |
| Q4 25 | — | 129.7% | ||
| Q3 25 | -4.6% | 7.8% | ||
| Q2 25 | -2.8% | -6.0% | ||
| Q1 25 | -2.5% | -7.2% | ||
| Q4 24 | — | -5.0% | ||
| Q3 24 | 5.5% | -9.4% | ||
| Q2 24 | -0.8% | -15.4% | ||
| Q1 24 | 1.5% | -25.3% |
| Q4 25 | — | $1.69 | ||
| Q3 25 | — | $0.10 | ||
| Q2 25 | — | $-0.07 | ||
| Q1 25 | — | $-0.12 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | — | $-0.14 | ||
| Q2 24 | $-0.05 | $-0.26 | ||
| Q1 24 | $0.09 | $-0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $547.8M |
| Total DebtLower is stronger | $104.9M | — |
| Stockholders' EquityBook value | $133.4M | $320.5M |
| Total Assets | $391.7M | $1.0B |
| Debt / EquityLower = less leverage | 0.79× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $547.8M | ||
| Q3 25 | — | $567.9M | ||
| Q2 25 | — | $597.1M | ||
| Q1 25 | — | $570.8M | ||
| Q4 24 | — | $542.2M | ||
| Q3 24 | — | $599.3M | ||
| Q2 24 | — | $592.8M | ||
| Q1 24 | — | $571.2M |
| Q4 25 | $104.9M | — | ||
| Q3 25 | $108.2M | — | ||
| Q2 25 | $118.2M | — | ||
| Q1 25 | $117.4M | $484.5M | ||
| Q4 24 | $135.5M | — | ||
| Q3 24 | $128.8M | — | ||
| Q2 24 | $142.0M | — | ||
| Q1 24 | $155.7M | $489.5M |
| Q4 25 | $133.4M | $320.5M | ||
| Q3 25 | $136.5M | $180.7M | ||
| Q2 25 | $142.6M | $145.7M | ||
| Q1 25 | $136.7M | $129.8M | ||
| Q4 24 | $135.6M | $111.6M | ||
| Q3 24 | $179.3M | $164.7M | ||
| Q2 24 | $169.6M | $174.0M | ||
| Q1 24 | $175.5M | $171.6M |
| Q4 25 | $391.7M | $1.0B | ||
| Q3 25 | $400.3M | $891.5M | ||
| Q2 25 | $429.8M | $926.8M | ||
| Q1 25 | $419.8M | $927.3M | ||
| Q4 24 | $424.6M | $866.8M | ||
| Q3 24 | $495.3M | $916.0M | ||
| Q2 24 | $503.2M | $924.0M | ||
| Q1 24 | $509.2M | $925.3M |
| Q4 25 | 0.79× | — | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 0.86× | 3.73× | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 0.72× | — | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 0.89× | 2.85× |
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 | $24.8M |
| Free Cash FlowOCF − Capex | $8.7M | $24.1M |
| FCF MarginFCF / Revenue | 5.6% | 19.3% |
| Capex IntensityCapex / Revenue | 2.3% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $34.0M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $12.3M | $24.8M | ||
| Q3 25 | $-1.7M | $34.0M | ||
| Q2 25 | $18.9M | $30.7M | ||
| Q1 25 | $15.2M | $31.4M | ||
| Q4 24 | $-26.6M | $22.1M | ||
| Q3 24 | $-17.1M | $35.8M | ||
| Q2 24 | $12.6M | $28.6M | ||
| Q1 24 | $-2.4M | $22.2M |
| Q4 25 | $8.7M | $24.1M | ||
| Q3 25 | $-3.5M | $33.1M | ||
| Q2 25 | $17.4M | $30.2M | ||
| Q1 25 | $11.4M | $30.3M | ||
| Q4 24 | $-30.6M | $21.5M | ||
| Q3 24 | $-20.3M | $35.1M | ||
| Q2 24 | $6.4M | $28.2M | ||
| Q1 24 | $-7.4M | $21.2M |
| Q4 25 | 5.6% | 19.3% | ||
| Q3 25 | -2.3% | 26.8% | ||
| Q2 25 | 10.1% | 25.2% | ||
| Q1 25 | 6.7% | 24.9% | ||
| Q4 24 | -18.7% | 18.1% | ||
| Q3 24 | -11.8% | 30.3% | ||
| Q2 24 | 3.3% | 25.4% | ||
| Q1 24 | -3.8% | 19.1% |
| Q4 25 | 2.3% | 0.6% | ||
| Q3 25 | 1.2% | 0.7% | ||
| Q2 25 | 0.9% | 0.4% | ||
| Q1 25 | 2.2% | 0.9% | ||
| Q4 24 | 2.4% | 0.5% | ||
| Q3 24 | 1.9% | 0.5% | ||
| Q2 24 | 3.2% | 0.4% | ||
| Q1 24 | 2.6% | 0.9% |
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| 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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
