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Side-by-side financial comparison of DULUTH HOLDINGS INC. (DLTH) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $114.9M, roughly 1.1× DULUTH HOLDINGS INC.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -8.8%, a 138.5% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -9.6%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-8.9M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -31.6%).
Duluth Holdings Inc., which primarily sells goods through its Duluth Trading Company brand, is an American workwear and accessories company.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
DLTH vs PD — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $114.9M | $124.5M |
| Net Profit | $-10.1M | $161.6M |
| Gross Margin | 53.8% | 85.3% |
| Operating Margin | -7.7% | 6.5% |
| Net Margin | -8.8% | 129.7% |
| Revenue YoY | -9.6% | 4.7% |
| Net Profit YoY | 64.6% | 2827.7% |
| EPS (diluted) | $-0.29 | $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 | $114.9M | $124.5M | ||
| Q3 25 | $131.7M | $123.4M | ||
| Q2 25 | $102.7M | $119.8M | ||
| Q1 25 | $241.3M | $121.4M | ||
| Q4 24 | $127.1M | $118.9M | ||
| Q3 24 | $141.6M | $115.9M | ||
| Q2 24 | $116.7M | $111.2M | ||
| Q1 24 | $245.6M | $111.1M |
| Q4 25 | $-10.1M | $161.6M | ||
| Q3 25 | $1.3M | $9.6M | ||
| Q2 25 | $-15.3M | $-7.2M | ||
| Q1 25 | $-5.6M | $-8.8M | ||
| Q4 24 | $-28.2M | $-5.9M | ||
| Q3 24 | $-2.0M | $-10.9M | ||
| Q2 24 | $-7.9M | $-17.1M | ||
| Q1 24 | $6.4M | $-28.2M |
| Q4 25 | 53.8% | 85.3% | ||
| Q3 25 | 54.7% | 84.6% | ||
| Q2 25 | 52.0% | 84.0% | ||
| Q1 25 | 44.1% | 83.6% | ||
| Q4 24 | 52.3% | 83.0% | ||
| Q3 24 | 52.3% | 82.7% | ||
| Q2 24 | 52.8% | 82.6% | ||
| Q1 24 | 48.2% | 81.7% |
| Q4 25 | -7.7% | 6.5% | ||
| Q3 25 | 1.8% | 2.9% | ||
| Q2 25 | -12.0% | -8.6% | ||
| Q1 25 | -1.8% | -9.6% | ||
| Q4 24 | -17.4% | -8.7% | ||
| Q3 24 | -1.1% | -13.8% | ||
| Q2 24 | -7.7% | -19.5% | ||
| Q1 24 | 3.6% | -30.1% |
| Q4 25 | -8.8% | 129.7% | ||
| Q3 25 | 1.0% | 7.8% | ||
| Q2 25 | -14.9% | -6.0% | ||
| Q1 25 | -2.3% | -7.2% | ||
| Q4 24 | -22.2% | -5.0% | ||
| Q3 24 | -1.4% | -9.4% | ||
| Q2 24 | -6.7% | -15.4% | ||
| Q1 24 | 2.6% | -25.3% |
| Q4 25 | $-0.29 | $1.69 | ||
| Q3 25 | $0.04 | $0.10 | ||
| Q2 25 | $-0.45 | $-0.07 | ||
| Q1 25 | $-0.17 | $-0.12 | ||
| Q4 24 | $-0.84 | $-0.07 | ||
| Q3 24 | $-0.06 | $-0.14 | ||
| Q2 24 | $-0.24 | $-0.26 | ||
| Q1 24 | $0.20 | $-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 | $8.2M | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $160.6M | $320.5M |
| Total Assets | $468.0M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.2M | $547.8M | ||
| Q3 25 | $5.7M | $567.9M | ||
| Q2 25 | $8.6M | $597.1M | ||
| Q1 25 | $3.3M | $570.8M | ||
| Q4 24 | $9.3M | $542.2M | ||
| Q3 24 | $9.8M | $599.3M | ||
| Q2 24 | $6.8M | $592.8M | ||
| Q1 24 | $32.2M | $571.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | $160.6M | $320.5M | ||
| Q3 25 | $170.0M | $180.7M | ||
| Q2 25 | $167.9M | $145.7M | ||
| Q1 25 | $182.7M | $129.8M | ||
| Q4 24 | $188.1M | $111.6M | ||
| Q3 24 | $215.7M | $164.7M | ||
| Q2 24 | $218.4M | $174.0M | ||
| Q1 24 | $222.8M | $171.6M |
| Q4 25 | $468.0M | $1.0B | ||
| Q3 25 | $433.8M | $891.5M | ||
| Q2 25 | $463.7M | $926.8M | ||
| Q1 25 | $452.4M | $927.3M | ||
| Q4 24 | $533.1M | $866.8M | ||
| Q3 24 | $488.6M | $916.0M | ||
| Q2 24 | $471.4M | $924.0M | ||
| Q1 24 | $491.2M | $925.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 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 | $-6.7M | $24.8M |
| Free Cash FlowOCF − Capex | $-8.9M | $24.1M |
| FCF MarginFCF / Revenue | -7.8% | 19.3% |
| Capex IntensityCapex / Revenue | 2.0% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.7M | $24.8M | ||
| Q3 25 | $32.0M | $34.0M | ||
| Q2 25 | $-56.5M | $30.7M | ||
| Q1 25 | $41.2M | $31.4M | ||
| Q4 24 | $-41.1M | $22.1M | ||
| Q3 24 | $16.6M | $35.8M | ||
| Q2 24 | $-33.7M | $28.6M | ||
| Q1 24 | $69.7M | $22.2M |
| Q4 25 | $-8.9M | $24.1M | ||
| Q3 25 | $29.8M | $33.1M | ||
| Q2 25 | $-57.8M | $30.2M | ||
| Q1 25 | $38.7M | $30.3M | ||
| Q4 24 | $-43.7M | $21.5M | ||
| Q3 24 | $15.0M | $35.1M | ||
| Q2 24 | $-35.2M | $28.2M | ||
| Q1 24 | $60.6M | $21.2M |
| Q4 25 | -7.8% | 19.3% | ||
| Q3 25 | 22.6% | 26.8% | ||
| Q2 25 | -56.3% | 25.2% | ||
| Q1 25 | 16.0% | 24.9% | ||
| Q4 24 | -34.4% | 18.1% | ||
| Q3 24 | 10.6% | 30.3% | ||
| Q2 24 | -30.2% | 25.4% | ||
| Q1 24 | 24.7% | 19.1% |
| Q4 25 | 2.0% | 0.6% | ||
| Q3 25 | 1.7% | 0.7% | ||
| Q2 25 | 1.3% | 0.4% | ||
| Q1 25 | 1.0% | 0.9% | ||
| Q4 24 | 2.1% | 0.5% | ||
| Q3 24 | 1.2% | 0.5% | ||
| Q2 24 | 1.3% | 0.4% | ||
| Q1 24 | 3.7% | 0.9% |
| Q4 25 | — | 0.15× | ||
| Q3 25 | 25.40× | 3.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 10.86× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLTH
| Sales Channel Directly To Consumer | $67.4M | 59% |
| Sales Channel Through Intermediary | $47.4M | 41% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
