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Side-by-side financial comparison of DULUTH HOLDINGS INC. (DLTH) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
Sprout Social, Inc. is the larger business by last-quarter revenue ($120.9M vs $114.9M, roughly 1.1× DULUTH HOLDINGS INC.). On growth, Sprout Social, Inc. posted the faster year-over-year revenue change (12.9% vs -9.6%). Sprout Social, Inc. produced more free cash flow last quarter ($9.9M vs $-8.9M). Over the past eight quarters, Sprout Social, Inc.'s revenue compounded faster (11.8% CAGR vs -31.6%).
Duluth Holdings Inc., which primarily sells goods through its Duluth Trading Company brand, is an American workwear and accessories company.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
DLTH vs SPT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $114.9M | $120.9M |
| Net Profit | $-10.1M | — |
| Gross Margin | 53.8% | 77.6% |
| Operating Margin | -7.7% | -9.0% |
| Net Margin | -8.8% | — |
| Revenue YoY | -9.6% | 12.9% |
| Net Profit YoY | 64.6% | — |
| EPS (diluted) | $-0.29 | $-0.18 |
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 | $120.9M | ||
| Q3 25 | $131.7M | $115.6M | ||
| Q2 25 | $102.7M | $111.8M | ||
| Q1 25 | $241.3M | $109.3M | ||
| Q4 24 | $127.1M | $107.1M | ||
| Q3 24 | $141.6M | $102.6M | ||
| Q2 24 | $116.7M | $99.4M | ||
| Q1 24 | $245.6M | $96.8M |
| Q4 25 | $-10.1M | — | ||
| Q3 25 | $1.3M | $-9.4M | ||
| Q2 25 | $-15.3M | $-12.0M | ||
| Q1 25 | $-5.6M | $-11.2M | ||
| Q4 24 | $-28.2M | — | ||
| Q3 24 | $-2.0M | $-17.1M | ||
| Q2 24 | $-7.9M | $-16.9M | ||
| Q1 24 | $6.4M | $-13.6M |
| Q4 25 | 53.8% | 77.6% | ||
| Q3 25 | 54.7% | 77.7% | ||
| Q2 25 | 52.0% | 77.7% | ||
| Q1 25 | 44.1% | 77.3% | ||
| Q4 24 | 52.3% | 78.1% | ||
| Q3 24 | 52.3% | 77.4% | ||
| Q2 24 | 52.8% | 77.5% | ||
| Q1 24 | 48.2% | 76.8% |
| Q4 25 | -7.7% | -9.0% | ||
| Q3 25 | 1.8% | -7.9% | ||
| Q2 25 | -12.0% | -11.0% | ||
| Q1 25 | -1.8% | -10.2% | ||
| Q4 24 | -17.4% | -12.8% | ||
| Q3 24 | -1.1% | -16.4% | ||
| Q2 24 | -7.7% | -16.6% | ||
| Q1 24 | 3.6% | -13.7% |
| Q4 25 | -8.8% | — | ||
| Q3 25 | 1.0% | -8.1% | ||
| Q2 25 | -14.9% | -10.7% | ||
| Q1 25 | -2.3% | -10.3% | ||
| Q4 24 | -22.2% | — | ||
| Q3 24 | -1.4% | -16.6% | ||
| Q2 24 | -6.7% | -17.0% | ||
| Q1 24 | 2.6% | -14.0% |
| Q4 25 | $-0.29 | $-0.18 | ||
| Q3 25 | $0.04 | $-0.16 | ||
| Q2 25 | $-0.45 | $-0.21 | ||
| Q1 25 | $-0.17 | $-0.19 | ||
| Q4 24 | $-0.84 | $-0.25 | ||
| Q3 24 | $-0.06 | $-0.30 | ||
| Q2 24 | $-0.24 | $-0.30 | ||
| Q1 24 | $0.20 | $-0.24 |
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 | $95.3M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $160.6M | $203.4M |
| Total Assets | $468.0M | $523.1M |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.2M | $95.3M | ||
| Q3 25 | $5.7M | $90.6M | ||
| Q2 25 | $8.6M | $101.5M | ||
| Q1 25 | $3.3M | $100.9M | ||
| Q4 24 | $9.3M | $86.4M | ||
| Q3 24 | $9.8M | $82.9M | ||
| Q2 24 | $6.8M | $80.9M | ||
| Q1 24 | $32.2M | $69.2M |
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $160.6M | $203.4M | ||
| Q3 25 | $170.0M | $194.1M | ||
| Q2 25 | $167.9M | $184.6M | ||
| Q1 25 | $182.7M | $175.3M | ||
| Q4 24 | $188.1M | $166.6M | ||
| Q3 24 | $215.7M | $158.1M | ||
| Q2 24 | $218.4M | $152.1M | ||
| Q1 24 | $222.8M | $147.3M |
| Q4 25 | $468.0M | $523.1M | ||
| Q3 25 | $433.8M | $481.4M | ||
| Q2 25 | $463.7M | $422.9M | ||
| Q1 25 | $452.4M | $424.7M | ||
| Q4 24 | $533.1M | $428.3M | ||
| Q3 24 | $488.6M | $388.8M | ||
| Q2 24 | $471.4M | $393.6M | ||
| Q1 24 | $491.2M | $389.9M |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $10.9M |
| Free Cash FlowOCF − Capex | $-8.9M | $9.9M |
| FCF MarginFCF / Revenue | -7.8% | 8.2% |
| Capex IntensityCapex / Revenue | 2.0% | 0.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.7M | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.7M | $10.9M | ||
| Q3 25 | $32.0M | $9.3M | ||
| Q2 25 | $-56.5M | $5.1M | ||
| Q1 25 | $41.2M | $18.1M | ||
| Q4 24 | $-41.1M | $4.1M | ||
| Q3 24 | $16.6M | $9.0M | ||
| Q2 24 | $-33.7M | $2.1M | ||
| Q1 24 | $69.7M | $11.2M |
| Q4 25 | $-8.9M | $9.9M | ||
| Q3 25 | $29.8M | $8.5M | ||
| Q2 25 | $-57.8M | $4.2M | ||
| Q1 25 | $38.7M | $16.7M | ||
| Q4 24 | $-43.7M | $3.3M | ||
| Q3 24 | $15.0M | $8.5M | ||
| Q2 24 | $-35.2M | $1.6M | ||
| Q1 24 | $60.6M | $10.1M |
| Q4 25 | -7.8% | 8.2% | ||
| Q3 25 | 22.6% | 7.4% | ||
| Q2 25 | -56.3% | 3.7% | ||
| Q1 25 | 16.0% | 15.3% | ||
| Q4 24 | -34.4% | 3.0% | ||
| Q3 24 | 10.6% | 8.3% | ||
| Q2 24 | -30.2% | 1.6% | ||
| Q1 24 | 24.7% | 10.4% |
| Q4 25 | 2.0% | 0.9% | ||
| Q3 25 | 1.7% | 0.7% | ||
| Q2 25 | 1.3% | 0.8% | ||
| Q1 25 | 1.0% | 1.2% | ||
| Q4 24 | 2.1% | 0.8% | ||
| Q3 24 | 1.2% | 0.5% | ||
| Q2 24 | 1.3% | 0.5% | ||
| Q1 24 | 3.7% | 1.1% |
| Q4 25 | — | — | ||
| Q3 25 | 25.40× | — | ||
| 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% |
SPT
Segment breakdown not available.
