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Side-by-side financial comparison of Datadog (DDOG) and Hologic (HOLX). Click either name above to swap in a different company.
Hologic is the larger business by last-quarter revenue ($1.0B vs $953.2M, roughly 1.1× Datadog). Hologic runs the higher net margin — 17.1% vs 4.9%, a 12.2% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 2.5%). Datadog produced more free cash flow last quarter ($318.2M vs $215.2M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 1.5%).
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
Hologic, Inc. is an American medical technology company primarily focused on women's health; it sells medical devices for diagnostics, surgery, and medical imaging.
DDOG vs HOLX — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $953.2M | $1.0B |
| Net Profit | $46.6M | $179.1M |
| Gross Margin | 80.4% | 56.0% |
| Operating Margin | 1.0% | 22.6% |
| Net Margin | 4.9% | 17.1% |
| Revenue YoY | 29.2% | 2.5% |
| Net Profit YoY | 2.1% | -10.9% |
| EPS (diluted) | $0.13 | $0.79 |
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 | $953.2M | $1.0B | ||
| Q3 25 | $885.7M | $1.0B | ||
| Q2 25 | $826.8M | $1.0B | ||
| Q1 25 | $761.6M | $1.0B | ||
| Q4 24 | $737.7M | $1.0B | ||
| Q3 24 | $690.0M | $988.0M | ||
| Q2 24 | $645.3M | $1.0B | ||
| Q1 24 | $611.3M | $1.0B |
| Q4 25 | $46.6M | $179.1M | ||
| Q3 25 | $33.9M | $187.2M | ||
| Q2 25 | $2.6M | $194.9M | ||
| Q1 25 | $24.6M | $-17.4M | ||
| Q4 24 | $45.6M | $201.0M | ||
| Q3 24 | $51.7M | $178.6M | ||
| Q2 24 | $43.8M | $194.5M | ||
| Q1 24 | $42.6M | $169.9M |
| Q4 25 | 80.4% | 56.0% | ||
| Q3 25 | 80.1% | 55.6% | ||
| Q2 25 | 79.9% | 56.3% | ||
| Q1 25 | 79.3% | 37.5% | ||
| Q4 24 | 80.5% | 56.8% | ||
| Q3 24 | 80.0% | 56.4% | ||
| Q2 24 | 80.9% | 55.4% | ||
| Q1 24 | 82.0% | 53.3% |
| Q4 25 | 1.0% | 22.6% | ||
| Q3 25 | -0.7% | 22.6% | ||
| Q2 25 | -4.3% | 24.9% | ||
| Q1 25 | -1.6% | -0.7% | ||
| Q4 24 | 1.3% | 22.5% | ||
| Q3 24 | 2.9% | 23.3% | ||
| Q2 24 | 2.0% | 24.1% | ||
| Q1 24 | 2.0% | 20.7% |
| Q4 25 | 4.9% | 17.1% | ||
| Q3 25 | 3.8% | 17.8% | ||
| Q2 25 | 0.3% | 19.0% | ||
| Q1 25 | 3.2% | -1.7% | ||
| Q4 24 | 6.2% | 19.7% | ||
| Q3 24 | 7.5% | 18.1% | ||
| Q2 24 | 6.8% | 19.2% | ||
| Q1 24 | 7.0% | 16.7% |
| Q4 25 | $0.13 | $0.79 | ||
| Q3 25 | $0.10 | $0.84 | ||
| Q2 25 | $0.01 | $0.86 | ||
| Q1 25 | $0.07 | $-0.08 | ||
| Q4 24 | $0.14 | $0.87 | ||
| Q3 24 | $0.14 | $0.75 | ||
| Q2 24 | $0.12 | $0.82 | ||
| Q1 24 | $0.12 | $0.72 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $401.3M | $2.4B |
| Total DebtLower is stronger | — | $2.5B |
| Stockholders' EquityBook value | $3.7B | $5.2B |
| Total Assets | $6.6B | $9.2B |
| Debt / EquityLower = less leverage | — | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $2.4B | ||
| Q3 25 | $540.6M | $2.2B | ||
| Q2 25 | $489.0M | $1.9B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $337.4M | $2.3B | ||
| Q2 24 | $411.0M | $2.4B | ||
| Q1 24 | $282.2M | $2.2B |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.6B |
| Q4 25 | $3.7B | $5.2B | ||
| Q3 25 | $3.4B | $5.0B | ||
| Q2 25 | $3.2B | $4.8B | ||
| Q1 25 | $2.9B | $4.6B | ||
| Q4 24 | $2.7B | $4.8B | ||
| Q3 24 | $2.6B | $5.1B | ||
| Q2 24 | $2.4B | $5.0B | ||
| Q1 24 | $2.2B | $4.8B |
| Q4 25 | $6.6B | $9.2B | ||
| Q3 25 | $6.1B | $9.0B | ||
| Q2 25 | $5.8B | $8.8B | ||
| Q1 25 | $6.0B | $8.5B | ||
| Q4 24 | $5.8B | $8.7B | ||
| Q3 24 | $4.6B | $9.2B | ||
| Q2 24 | $4.4B | $8.9B | ||
| Q1 24 | $4.1B | $8.7B |
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | — | 0.49× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.53× |
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 | $327.1M | $229.9M |
| Free Cash FlowOCF − Capex | $318.2M | $215.2M |
| FCF MarginFCF / Revenue | 33.4% | 20.5% |
| Capex IntensityCapex / Revenue | 0.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.28× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $229.9M | ||
| Q3 25 | $251.5M | $355.1M | ||
| Q2 25 | $200.1M | $343.3M | ||
| Q1 25 | $271.5M | $169.4M | ||
| Q4 24 | $265.2M | $189.3M | ||
| Q3 24 | $228.7M | $367.0M | ||
| Q2 24 | $164.4M | $405.8M | ||
| Q1 24 | $212.3M | $292.4M |
| Q4 25 | $318.2M | $215.2M | ||
| Q3 25 | $234.7M | $341.4M | ||
| Q2 25 | $184.9M | $330.5M | ||
| Q1 25 | $262.8M | $153.9M | ||
| Q4 24 | $257.5M | $172.5M | ||
| Q3 24 | $220.3M | $350.6M | ||
| Q2 24 | $160.0M | $385.3M | ||
| Q1 24 | $198.1M | $279.6M |
| Q4 25 | 33.4% | 20.5% | ||
| Q3 25 | 26.5% | 32.5% | ||
| Q2 25 | 22.4% | 32.3% | ||
| Q1 25 | 34.5% | 15.3% | ||
| Q4 24 | 34.9% | 16.9% | ||
| Q3 24 | 31.9% | 35.5% | ||
| Q2 24 | 24.8% | 38.1% | ||
| Q1 24 | 32.4% | 27.5% |
| Q4 25 | 0.9% | 1.4% | ||
| Q3 25 | 1.9% | 1.3% | ||
| Q2 25 | 1.8% | 1.3% | ||
| Q1 25 | 1.1% | 1.5% | ||
| Q4 24 | 1.1% | 1.6% | ||
| Q3 24 | 1.2% | 1.7% | ||
| Q2 24 | 0.7% | 2.0% | ||
| Q1 24 | 2.3% | 1.3% |
| Q4 25 | 7.02× | 1.28× | ||
| Q3 25 | 7.42× | 1.90× | ||
| Q2 25 | 75.58× | 1.76× | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | 0.94× | ||
| Q3 24 | 4.42× | 2.05× | ||
| Q2 24 | 3.75× | 2.09× | ||
| Q1 24 | 4.98× | 1.72× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
HOLX
| Molecular Diagnostics | $255.3M | 24% |
| Breast Imaging | $219.9M | 21% |
| Services | $216.4M | 21% |
| Capital Equipment Componentsand Software | $187.2M | 18% |
| Cytology Perinatal | $76.0M | 7% |
| Interventional Breast Solutions | $71.2M | 7% |
| Blood Screening | $8.4M | 1% |
| Other Typeof Revenue | $5.4M | 1% |