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Side-by-side financial comparison of Emerald Holding, Inc. (EEX) and Lovesac Co (LOVE). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $132.7M, roughly 1.1× Emerald Holding, Inc.). Lovesac Co runs the higher net margin — -7.0% vs -22.8%, a 15.7% gap on every dollar of revenue. On growth, Emerald Holding, Inc. posted the faster year-over-year revenue change (24.3% vs 0.2%). Emerald Holding, Inc. produced more free cash flow last quarter ($11.7M vs $-10.2M). Over the past eight quarters, Emerald Holding, Inc.'s revenue compounded faster (-0.3% CAGR vs -22.6%).
TVS Emerald Haven Realty Limited is an Indian real estate development company headquartered in Chennai, Tamil Nadu. A subsidiary of TVS Holdings, it specializes in sustainable residential communities and urban development projects.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
EEX vs LOVE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $132.7M | $150.2M |
| Net Profit | $-30.2M | $-10.6M |
| Gross Margin | — | 56.1% |
| Operating Margin | -11.8% | -10.5% |
| Net Margin | -22.8% | -7.0% |
| Revenue YoY | 24.3% | 0.2% |
| Net Profit YoY | -692.2% | -114.0% |
| EPS (diluted) | $-0.15 | $-0.72 |
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 | $132.7M | $150.2M | ||
| Q3 25 | $77.5M | $160.5M | ||
| Q2 25 | $105.5M | $138.4M | ||
| Q1 25 | $147.7M | $241.5M | ||
| Q4 24 | $106.8M | $149.9M | ||
| Q3 24 | $72.6M | $156.6M | ||
| Q2 24 | $86.0M | $132.6M | ||
| Q1 24 | $133.4M | $250.5M |
| Q4 25 | $-30.2M | $-10.6M | ||
| Q3 25 | $-14.4M | $-6.7M | ||
| Q2 25 | $-1.4M | $-10.8M | ||
| Q1 25 | $15.3M | $35.3M | ||
| Q4 24 | $5.1M | $-4.9M | ||
| Q3 24 | $-11.1M | $-5.9M | ||
| Q2 24 | $-2.8M | $-13.0M | ||
| Q1 24 | $11.0M | $31.0M |
| Q4 25 | — | 56.1% | ||
| Q3 25 | — | 56.4% | ||
| Q2 25 | — | 53.7% | ||
| Q1 25 | — | 60.4% | ||
| Q4 24 | — | 58.5% | ||
| Q3 24 | — | 59.0% | ||
| Q2 24 | — | 54.3% | ||
| Q1 24 | — | 59.7% |
| Q4 25 | -11.8% | -10.5% | ||
| Q3 25 | -10.1% | -5.5% | ||
| Q2 25 | 9.7% | -10.8% | ||
| Q1 25 | 24.2% | 19.7% | ||
| Q4 24 | 19.5% | -5.2% | ||
| Q3 24 | -6.5% | -5.3% | ||
| Q2 24 | 7.4% | -13.5% | ||
| Q1 24 | 18.2% | 16.1% |
| Q4 25 | -22.8% | -7.0% | ||
| Q3 25 | -18.6% | -4.1% | ||
| Q2 25 | -1.3% | -7.8% | ||
| Q1 25 | 10.4% | 14.6% | ||
| Q4 24 | 4.8% | -3.3% | ||
| Q3 24 | -15.3% | -3.7% | ||
| Q2 24 | -3.3% | -9.8% | ||
| Q1 24 | 8.2% | 12.4% |
| Q4 25 | $-0.15 | $-0.72 | ||
| Q3 25 | $-0.07 | $-0.45 | ||
| Q2 25 | $-0.01 | $-0.73 | ||
| Q1 25 | $0.08 | $2.22 | ||
| Q4 24 | $0.01 | $-0.32 | ||
| Q3 24 | $-0.05 | $-0.38 | ||
| Q2 24 | $-0.03 | $-0.83 | ||
| Q1 24 | $0.00 | $1.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $100.9M | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $338.8M | $189.3M |
| Total Assets | $1.2B | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $100.9M | $23.7M | ||
| Q3 25 | $95.4M | $34.2M | ||
| Q2 25 | $156.4M | $26.9M | ||
| Q1 25 | $276.8M | $83.7M | ||
| Q4 24 | $194.8M | $61.7M | ||
| Q3 24 | $188.9M | $72.1M | ||
| Q2 24 | $193.2M | $72.4M | ||
| Q1 24 | $186.8M | $87.0M |
| Q4 25 | $338.8M | $189.3M | ||
| Q3 25 | $369.5M | $197.5M | ||
| Q2 25 | $389.4M | $201.2M | ||
| Q1 25 | $392.1M | $216.4M | ||
| Q4 24 | $385.9M | $196.5M | ||
| Q3 24 | $391.1M | $202.1M | ||
| Q2 24 | $407.6M | $205.3M | ||
| Q1 24 | $-90.7M | $217.5M |
| Q4 25 | $1.2B | $495.5M | ||
| Q3 25 | $1.2B | $493.7M | ||
| Q2 25 | $1.2B | $483.7M | ||
| Q1 25 | $1.2B | $532.3M | ||
| Q4 24 | $1.0B | $499.7M | ||
| Q3 24 | $1.1B | $481.1M | ||
| Q2 24 | $1.1B | $477.2M | ||
| Q1 24 | $1.1B | $482.2M |
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 | $12.3M | $-4.9M |
| Free Cash FlowOCF − Capex | $11.7M | $-10.2M |
| FCF MarginFCF / Revenue | 8.8% | -6.8% |
| Capex IntensityCapex / Revenue | 0.5% | 3.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $41.4M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $12.3M | $-4.9M | ||
| Q3 25 | $1.8M | $12.2M | ||
| Q2 25 | $15.9M | $-41.4M | ||
| Q1 25 | $12.6M | $44.0M | ||
| Q4 24 | $20.6M | $-4.2M | ||
| Q3 24 | $9.1M | $6.2M | ||
| Q2 24 | $9.8M | $-7.0M | ||
| Q1 24 | $7.3M | $56.3M |
| Q4 25 | $11.7M | $-10.2M | ||
| Q3 25 | $1.5M | $7.8M | ||
| Q2 25 | $15.8M | $-50.0M | ||
| Q1 25 | $12.4M | $38.7M | ||
| Q4 24 | $19.9M | $-6.6M | ||
| Q3 24 | $9.0M | $119.0K | ||
| Q2 24 | $9.6M | $-14.3M | ||
| Q1 24 | $7.0M | $49.5M |
| Q4 25 | 8.8% | -6.8% | ||
| Q3 25 | 1.9% | 4.9% | ||
| Q2 25 | 15.0% | -36.1% | ||
| Q1 25 | 8.4% | 16.0% | ||
| Q4 24 | 18.6% | -4.4% | ||
| Q3 24 | 12.4% | 0.1% | ||
| Q2 24 | 11.2% | -10.8% | ||
| Q1 24 | 5.2% | 19.8% |
| Q4 25 | 0.5% | 3.5% | ||
| Q3 25 | 0.4% | 2.7% | ||
| Q2 25 | 0.1% | 6.2% | ||
| Q1 25 | 0.1% | 2.2% | ||
| Q4 24 | 0.7% | 1.6% | ||
| Q3 24 | 0.1% | 3.9% | ||
| Q2 24 | 0.2% | 5.5% | ||
| Q1 24 | 0.2% | 2.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.82× | 1.25× | ||
| Q4 24 | 4.04× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.66× | 1.82× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EEX
| Connections Segment | $121.9M | 92% |
| Commerce Segment | $5.5M | 4% |
| Content | $5.3M | 4% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
