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Side-by-side financial comparison of DULUTH HOLDINGS INC. (DLTH) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $114.9M, roughly 1.7× DULUTH HOLDINGS INC.). ROGERS CORP runs the higher net margin — 2.2% vs -8.8%, a 11.0% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -9.6%). ROGERS CORP produced more free cash flow last quarter ($1.1M vs $-8.9M). Over the past eight quarters, ROGERS CORP's revenue compounded faster (-3.3% CAGR vs -31.6%).
Duluth Holdings Inc., which primarily sells goods through its Duluth Trading Company brand, is an American workwear and accessories company.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
DLTH vs ROG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $114.9M | $200.5M |
| Net Profit | $-10.1M | $4.5M |
| Gross Margin | 53.8% | 32.2% |
| Operating Margin | -7.7% | — |
| Net Margin | -8.8% | 2.2% |
| Revenue YoY | -9.6% | 5.2% |
| Net Profit YoY | 64.6% | 421.4% |
| EPS (diluted) | $-0.29 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $114.9M | $201.5M | ||
| Q3 25 | $131.7M | $216.0M | ||
| Q2 25 | $102.7M | $202.8M | ||
| Q1 25 | $241.3M | $190.5M | ||
| Q4 24 | $127.1M | $192.2M | ||
| Q3 24 | $141.6M | $210.3M | ||
| Q2 24 | $116.7M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-10.1M | $4.6M | ||
| Q3 25 | $1.3M | $8.6M | ||
| Q2 25 | $-15.3M | $-73.6M | ||
| Q1 25 | $-5.6M | $-1.4M | ||
| Q4 24 | $-28.2M | $-500.0K | ||
| Q3 24 | $-2.0M | $10.7M | ||
| Q2 24 | $-7.9M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 53.8% | 31.5% | ||
| Q3 25 | 54.7% | 33.5% | ||
| Q2 25 | 52.0% | 31.6% | ||
| Q1 25 | 44.1% | 29.9% | ||
| Q4 24 | 52.3% | 32.1% | ||
| Q3 24 | 52.3% | 35.2% | ||
| Q2 24 | 52.8% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | -7.7% | 3.5% | ||
| Q3 25 | 1.8% | 7.3% | ||
| Q2 25 | -12.0% | -33.3% | ||
| Q1 25 | -1.8% | -0.2% | ||
| Q4 24 | -17.4% | -6.6% | ||
| Q3 24 | -1.1% | 6.9% | ||
| Q2 24 | -7.7% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -8.8% | 2.3% | ||
| Q3 25 | 1.0% | 4.0% | ||
| Q2 25 | -14.9% | -36.3% | ||
| Q1 25 | -2.3% | -0.7% | ||
| Q4 24 | -22.2% | -0.3% | ||
| Q3 24 | -1.4% | 5.1% | ||
| Q2 24 | -6.7% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.29 | $0.20 | ||
| Q3 25 | $0.04 | $0.48 | ||
| Q2 25 | $-0.45 | $-4.00 | ||
| Q1 25 | $-0.17 | $-0.08 | ||
| Q4 24 | $-0.84 | $-0.04 | ||
| Q3 24 | $-0.06 | $0.58 | ||
| Q2 24 | $-0.24 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $160.6M | $1.2B |
| Total Assets | $468.0M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $8.2M | $197.0M | ||
| Q3 25 | $5.7M | $167.8M | ||
| Q2 25 | $8.6M | $157.2M | ||
| Q1 25 | $3.3M | $175.6M | ||
| Q4 24 | $9.3M | $159.8M | ||
| Q3 24 | $9.8M | $146.4M | ||
| Q2 24 | $6.8M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $160.6M | $1.2B | ||
| Q3 25 | $170.0M | $1.2B | ||
| Q2 25 | $167.9M | $1.2B | ||
| Q1 25 | $182.7M | $1.3B | ||
| Q4 24 | $188.1M | $1.3B | ||
| Q3 24 | $215.7M | $1.3B | ||
| Q2 24 | $218.4M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $468.0M | $1.4B | ||
| Q3 25 | $433.8M | $1.4B | ||
| Q2 25 | $463.7M | $1.5B | ||
| Q1 25 | $452.4M | $1.5B | ||
| Q4 24 | $533.1M | $1.5B | ||
| Q3 24 | $488.6M | $1.5B | ||
| Q2 24 | $471.4M | $1.5B |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $-8.9M | $1.1M |
| FCF MarginFCF / Revenue | -7.8% | 0.5% |
| Capex IntensityCapex / Revenue | 2.0% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-6.7M | $46.9M | ||
| Q3 25 | $32.0M | $28.9M | ||
| Q2 25 | $-56.5M | $13.7M | ||
| Q1 25 | $41.2M | $11.7M | ||
| Q4 24 | $-41.1M | $33.7M | ||
| Q3 24 | $16.6M | $42.4M | ||
| Q2 24 | $-33.7M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-8.9M | $42.2M | ||
| Q3 25 | $29.8M | $21.2M | ||
| Q2 25 | $-57.8M | $5.6M | ||
| Q1 25 | $38.7M | $2.1M | ||
| Q4 24 | $-43.7M | $18.3M | ||
| Q3 24 | $15.0M | $25.2M | ||
| Q2 24 | $-35.2M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | -7.8% | 20.9% | ||
| Q3 25 | 22.6% | 9.8% | ||
| Q2 25 | -56.3% | 2.8% | ||
| Q1 25 | 16.0% | 1.1% | ||
| Q4 24 | -34.4% | 9.5% | ||
| Q3 24 | 10.6% | 12.0% | ||
| Q2 24 | -30.2% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.0% | 2.3% | ||
| Q3 25 | 1.7% | 3.6% | ||
| Q2 25 | 1.3% | 4.0% | ||
| Q1 25 | 1.0% | 5.0% | ||
| Q4 24 | 2.1% | 8.0% | ||
| Q3 24 | 1.2% | 8.2% | ||
| Q2 24 | 1.3% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 25.40× | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
Segment breakdown not available.
