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Side-by-side financial comparison of DULUTH HOLDINGS INC. (DLTH) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
Porch Group, Inc. is the larger business by last-quarter revenue ($121.1M vs $114.9M, roughly 1.1× DULUTH HOLDINGS INC.). Porch Group, Inc. runs the higher net margin — -3.9% vs -8.8%, a 4.9% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs -9.6%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% CAGR vs -31.6%).
Duluth Holdings Inc., which primarily sells goods through its Duluth Trading Company brand, is an American workwear and accessories company.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
DLTH vs PRCH — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $114.9M | $121.1M |
| Net Profit | $-10.1M | $-4.7M |
| Gross Margin | 53.8% | 52.7% |
| Operating Margin | -7.7% | 34.7% |
| Net Margin | -8.8% | -3.9% |
| Revenue YoY | -9.6% | 100.0% |
| Net Profit YoY | 64.6% | 2.0% |
| EPS (diluted) | $-0.29 | $-0.04 |
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 | — | $121.1M | ||
| Q4 25 | $114.9M | $112.3M | ||
| Q3 25 | $131.7M | $115.1M | ||
| Q2 25 | $102.7M | $107.0M | ||
| Q1 25 | $241.3M | $84.5M | ||
| Q4 24 | $127.1M | $75.3M | ||
| Q3 24 | $141.6M | $77.7M | ||
| Q2 24 | $116.7M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $-10.1M | $-3.5M | ||
| Q3 25 | $1.3M | $-10.9M | ||
| Q2 25 | $-15.3M | $2.6M | ||
| Q1 25 | $-5.6M | $8.4M | ||
| Q4 24 | $-28.2M | $30.5M | ||
| Q3 24 | $-2.0M | $14.4M | ||
| Q2 24 | $-7.9M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | 53.8% | 99.5% | ||
| Q3 25 | 54.7% | 75.6% | ||
| Q2 25 | 52.0% | 70.9% | ||
| Q1 25 | 44.1% | 77.4% | ||
| Q4 24 | 52.3% | — | ||
| Q3 24 | 52.3% | 79.4% | ||
| Q2 24 | 52.8% | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | -7.7% | 14.7% | ||
| Q3 25 | 1.8% | 14.2% | ||
| Q2 25 | -12.0% | 4.7% | ||
| Q1 25 | -1.8% | -1.5% | ||
| Q4 24 | -17.4% | 33.3% | ||
| Q3 24 | -1.1% | -3.2% | ||
| Q2 24 | -7.7% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | -8.8% | -3.1% | ||
| Q3 25 | 1.0% | -9.4% | ||
| Q2 25 | -14.9% | 2.4% | ||
| Q1 25 | -2.3% | 9.9% | ||
| Q4 24 | -22.2% | 40.5% | ||
| Q3 24 | -1.4% | 18.5% | ||
| Q2 24 | -6.7% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $-0.29 | $0.00 | ||
| Q3 25 | $0.04 | $-0.10 | ||
| Q2 25 | $-0.45 | $0.00 | ||
| Q1 25 | $-0.17 | $0.07 | ||
| Q4 24 | $-0.84 | $0.34 | ||
| Q3 24 | $-0.06 | $0.12 | ||
| Q2 24 | $-0.24 | $-0.65 |
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 | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $160.6M | $26.3M |
| Total Assets | $468.0M | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $8.2M | $57.3M | ||
| Q3 25 | $5.7M | $85.0M | ||
| Q2 25 | $8.6M | $79.8M | ||
| Q1 25 | $3.3M | $70.4M | ||
| Q4 24 | $9.3M | $191.7M | ||
| Q3 24 | $9.8M | $238.6M | ||
| Q2 24 | $6.8M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $160.6M | $-24.6M | ||
| Q3 25 | $170.0M | $-27.9M | ||
| Q2 25 | $167.9M | $-29.3M | ||
| Q1 25 | $182.7M | $-52.4M | ||
| Q4 24 | $188.1M | $-43.2M | ||
| Q3 24 | $215.7M | $-77.0M | ||
| Q2 24 | $218.4M | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $468.0M | $797.4M | ||
| Q3 25 | $433.8M | $787.7M | ||
| Q2 25 | $463.7M | $770.7M | ||
| Q1 25 | $452.4M | $802.3M | ||
| Q4 24 | $533.1M | $814.0M | ||
| Q3 24 | $488.6M | $867.3M | ||
| Q2 24 | $471.4M | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $-8.9M | — |
| FCF MarginFCF / Revenue | -7.8% | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-6.7M | $1.2M | ||
| Q3 25 | $32.0M | $40.8M | ||
| Q2 25 | $-56.5M | $35.6M | ||
| Q1 25 | $41.2M | $-11.2M | ||
| Q4 24 | $-41.1M | $-26.6M | ||
| Q3 24 | $16.6M | $12.4M | ||
| Q2 24 | $-33.7M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-8.9M | $1.1M | ||
| Q3 25 | $29.8M | $40.7M | ||
| Q2 25 | $-57.8M | $35.4M | ||
| Q1 25 | $38.7M | $-11.2M | ||
| Q4 24 | $-43.7M | $-26.8M | ||
| Q3 24 | $15.0M | $12.2M | ||
| Q2 24 | $-35.2M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | -7.8% | 1.0% | ||
| Q3 25 | 22.6% | 35.4% | ||
| Q2 25 | -56.3% | 33.0% | ||
| Q1 25 | 16.0% | -13.3% | ||
| Q4 24 | -34.4% | -35.6% | ||
| Q3 24 | 10.6% | 15.7% | ||
| Q2 24 | -30.2% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 0.1% | ||
| Q3 25 | 1.7% | 0.1% | ||
| Q2 25 | 1.3% | 0.2% | ||
| Q1 25 | 1.0% | 0.1% | ||
| Q4 24 | 2.1% | 0.3% | ||
| Q3 24 | 1.2% | 0.3% | ||
| Q2 24 | 1.3% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 25.40× | — | ||
| Q2 25 | — | 13.79× | ||
| Q1 25 | — | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | — |
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% |
PRCH
Segment breakdown not available.
