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Side-by-side financial comparison of Datadog (DDOG) and KENNAMETAL INC (KMT). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($1.0B vs $592.6M, roughly 1.7× KENNAMETAL INC). KENNAMETAL INC runs the higher net margin — 10.3% vs 5.2%, a 5.1% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (32.2% vs 21.8%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 4.4%).
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.
Kennametal, Inc. is a manufacturer of high-performance cutting tools and engineered components used in the aerospace, defense, transportation and oil and gas drilling industries. Its customer base is global.
DDOG vs KMT — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $592.6M |
| Net Profit | $52.6M | $61.1M |
| Gross Margin | 79.2% | 35.1% |
| Operating Margin | 21.5% | 13.4% |
| Net Margin | 5.2% | 10.3% |
| Revenue YoY | 32.2% | 21.8% |
| Net Profit YoY | 113.4% | 85.0% |
| EPS (diluted) | $0.15 | $0.75 |
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.
| Q1 26 | $1.0B | $592.6M | ||
| Q4 25 | $953.2M | $529.5M | ||
| Q3 25 | $885.7M | $498.0M | ||
| Q2 25 | $826.8M | $516.4M | ||
| Q1 25 | $761.6M | $486.4M | ||
| Q4 24 | $737.7M | $482.1M | ||
| Q3 24 | $690.0M | $481.9M | ||
| Q2 24 | $645.3M | $543.3M |
| Q1 26 | $52.6M | $61.1M | ||
| Q4 25 | $46.6M | $33.9M | ||
| Q3 25 | $33.9M | $23.3M | ||
| Q2 25 | $2.6M | $21.6M | ||
| Q1 25 | $24.6M | $31.5M | ||
| Q4 24 | $45.6M | $17.9M | ||
| Q3 24 | $51.7M | $22.1M | ||
| Q2 24 | $43.8M | $37.2M |
| Q1 26 | 79.2% | 35.1% | ||
| Q4 25 | 80.4% | 32.8% | ||
| Q3 25 | 80.1% | 31.0% | ||
| Q2 25 | 79.9% | 28.2% | ||
| Q1 25 | 79.3% | 32.1% | ||
| Q4 24 | 80.5% | 30.1% | ||
| Q3 24 | 80.0% | 31.3% | ||
| Q2 24 | 80.9% | 31.5% |
| Q1 26 | 21.5% | 13.4% | ||
| Q4 25 | 1.0% | 9.9% | ||
| Q3 25 | -0.7% | 7.5% | ||
| Q2 25 | -4.3% | 6.1% | ||
| Q1 25 | -1.6% | 9.1% | ||
| Q4 24 | 1.3% | 6.6% | ||
| Q3 24 | 2.9% | 7.5% | ||
| Q2 24 | 2.0% | 11.3% |
| Q1 26 | 5.2% | 10.3% | ||
| Q4 25 | 4.9% | 6.4% | ||
| Q3 25 | 3.8% | 4.7% | ||
| Q2 25 | 0.3% | 4.2% | ||
| Q1 25 | 3.2% | 6.5% | ||
| Q4 24 | 6.2% | 3.7% | ||
| Q3 24 | 7.5% | 4.6% | ||
| Q2 24 | 6.8% | 6.8% |
| Q1 26 | $0.15 | $0.75 | ||
| Q4 25 | $0.13 | $0.44 | ||
| Q3 25 | $0.10 | $0.30 | ||
| Q2 25 | $0.01 | $0.28 | ||
| Q1 25 | $0.07 | $0.41 | ||
| Q4 24 | $0.14 | $0.23 | ||
| Q3 24 | $0.14 | $0.28 | ||
| Q2 24 | $0.12 | $0.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $426.4M | $106.8M |
| Total DebtLower is stronger | — | $597.4M |
| Stockholders' EquityBook value | $4.0B | — |
| Total Assets | $7.0B | $2.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $426.4M | $106.8M | ||
| Q4 25 | $401.3M | $129.3M | ||
| Q3 25 | $540.6M | $103.5M | ||
| Q2 25 | $489.0M | $140.5M | ||
| Q1 25 | $1.1B | $97.5M | ||
| Q4 24 | $1.2B | $121.2M | ||
| Q3 24 | $337.4M | $119.6M | ||
| Q2 24 | $411.0M | $128.0M |
| Q1 26 | — | $597.4M | ||
| Q4 25 | — | $597.2M | ||
| Q3 25 | — | $597.0M | ||
| Q2 25 | — | $596.8M | ||
| Q1 25 | — | $596.6M | ||
| Q4 24 | — | $596.4M | ||
| Q3 24 | — | $596.2M | ||
| Q2 24 | — | $596.0M |
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $1.3B | ||
| Q3 25 | $3.4B | $1.3B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $2.9B | $1.2B | ||
| Q4 24 | $2.7B | $1.2B | ||
| Q3 24 | $2.6B | $1.3B | ||
| Q2 24 | $2.4B | $1.2B |
| Q1 26 | $7.0B | $2.7B | ||
| Q4 25 | $6.6B | $2.6B | ||
| Q3 25 | $6.1B | $2.5B | ||
| Q2 25 | $5.8B | $2.5B | ||
| Q1 25 | $6.0B | $2.5B | ||
| Q4 24 | $5.8B | $2.4B | ||
| Q3 24 | $4.6B | $2.5B | ||
| Q2 24 | $4.4B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.46× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.49× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× |
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 | $334.6M | — |
| Free Cash FlowOCF − Capex | $289.1M | — |
| FCF MarginFCF / Revenue | 28.7% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 6.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | $55.1M | ||
| Q3 25 | $251.5M | $17.5M | ||
| Q2 25 | $200.1M | $78.6M | ||
| Q1 25 | $271.5M | $28.8M | ||
| Q4 24 | $265.2M | $55.2M | ||
| Q3 24 | $228.7M | $45.7M | ||
| Q2 24 | $164.4M | $113.6M |
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $42.4M | ||
| Q3 25 | $234.7M | $-5.5M | ||
| Q2 25 | $184.9M | $57.1M | ||
| Q1 25 | $262.8M | $5.3M | ||
| Q4 24 | $257.5M | $35.9M | ||
| Q3 24 | $220.3M | $21.0M | ||
| Q2 24 | $160.0M | $90.3M |
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | 8.0% | ||
| Q3 25 | 26.5% | -1.1% | ||
| Q2 25 | 22.4% | 11.1% | ||
| Q1 25 | 34.5% | 1.1% | ||
| Q4 24 | 34.9% | 7.5% | ||
| Q3 24 | 31.9% | 4.4% | ||
| Q2 24 | 24.8% | 16.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 2.4% | ||
| Q3 25 | 1.9% | 4.6% | ||
| Q2 25 | 1.8% | 4.2% | ||
| Q1 25 | 1.1% | 4.8% | ||
| Q4 24 | 1.1% | 4.0% | ||
| Q3 24 | 1.2% | 5.1% | ||
| Q2 24 | 0.7% | 4.3% |
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | 1.63× | ||
| Q3 25 | 7.42× | 0.75× | ||
| Q2 25 | 75.58× | 3.64× | ||
| Q1 25 | 11.02× | 0.92× | ||
| Q4 24 | 5.82× | 3.08× | ||
| Q3 24 | 4.42× | 2.07× | ||
| Q2 24 | 3.75× | 3.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
Segment breakdown not available.
KMT
| Americas | $298.3M | 50% |
| EMEA | $174.0M | 29% |
| Asia Pacific | $120.3M | 20% |
