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Side-by-side financial comparison of EVOLUTION PETROLEUM CORP (EPM) and Orchid Island Capital, Inc. (ORC). Click either name above to swap in a different company.
Orchid Island Capital, Inc. is the larger business by last-quarter revenue ($38.5M vs $20.7M, roughly 1.9× EVOLUTION PETROLEUM CORP). Orchid Island Capital, Inc. runs the higher net margin — 268.7% vs 5.2%, a 263.6% gap on every dollar of revenue. On growth, Orchid Island Capital, Inc. posted the faster year-over-year revenue change (372.6% vs 2.0%). Over the past eight quarters, Orchid Island Capital, Inc.'s revenue compounded faster (301.6% CAGR vs -5.2%).
Orchid Island Capital, Inc. is a U.S.-based specialty finance company operating as a real estate investment trust. It primarily invests in residential mortgage-backed securities, including agency and non-agency products, targeting consistent risk-adjusted returns for its investors across U.S. fixed income markets.
EPM vs ORC — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $20.7M | $38.5M |
| Net Profit | $1.1M | $103.4M |
| Gross Margin | 44.3% | — |
| Operating Margin | 3.2% | — |
| Net Margin | 5.2% | 268.7% |
| Revenue YoY | 2.0% | 372.6% |
| Net Profit YoY | 158.4% | 1764.9% |
| EPS (diluted) | $0.03 | — |
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 | $20.7M | $38.5M | ||
| Q3 25 | $21.3M | $26.9M | ||
| Q2 25 | $21.1M | $23.2M | ||
| Q1 25 | $22.6M | $19.7M | ||
| Q4 24 | $20.3M | — | ||
| Q3 24 | $21.9M | $340.0K | ||
| Q2 24 | $21.2M | $-697.0K | ||
| Q1 24 | $23.0M | $-2.5M |
| Q4 25 | $1.1M | $103.4M | ||
| Q3 25 | $824.0K | $72.1M | ||
| Q2 25 | $3.4M | $-33.6M | ||
| Q1 25 | $-2.2M | $17.1M | ||
| Q4 24 | $-1.8M | — | ||
| Q3 24 | $2.1M | $17.3M | ||
| Q2 24 | $1.2M | $-5.0M | ||
| Q1 24 | $289.0K | $19.8M |
| Q4 25 | 44.3% | — | ||
| Q3 25 | 38.5% | — | ||
| Q2 25 | 46.1% | — | ||
| Q1 25 | 40.7% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 46.2% | — | ||
| Q2 24 | 46.3% | — | ||
| Q1 24 | 45.2% | — |
| Q4 25 | 3.2% | — | ||
| Q3 25 | -0.4% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 7.0% | — | ||
| Q4 24 | -3.0% | — | ||
| Q3 24 | 8.5% | — | ||
| Q2 24 | 11.3% | — | ||
| Q1 24 | 9.1% | — |
| Q4 25 | 5.2% | 268.7% | ||
| Q3 25 | 3.9% | 267.8% | ||
| Q2 25 | 16.2% | -145.0% | ||
| Q1 25 | -9.7% | 86.9% | ||
| Q4 24 | -9.0% | — | ||
| Q3 24 | 9.4% | 5094.1% | ||
| Q2 24 | 5.8% | 714.3% | ||
| Q1 24 | 1.3% | -794.2% |
| Q4 25 | $0.03 | — | ||
| Q3 25 | $0.02 | — | ||
| Q2 25 | $0.10 | — | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $-0.06 | — | ||
| Q3 24 | $0.06 | — | ||
| Q2 24 | $0.04 | — | ||
| Q1 24 | $0.01 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.8M | $665.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $67.5M | $1.4B |
| Total Assets | $169.3M | $11.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.8M | $665.9M | ||
| Q3 25 | $714.0K | $583.9M | ||
| Q2 25 | $2.5M | $440.8M | ||
| Q1 25 | $5.6M | $396.4M | ||
| Q4 24 | $11.7M | — | ||
| Q3 24 | $6.9M | $322.1M | ||
| Q2 24 | $6.4M | $241.0M | ||
| Q1 24 | $3.1M | $190.4M |
| Q4 25 | $67.5M | $1.4B | ||
| Q3 25 | $69.1M | $1.1B | ||
| Q2 25 | $71.8M | $912.0M | ||
| Q1 25 | $71.7M | $855.9M | ||
| Q4 24 | $76.3M | — | ||
| Q3 24 | $79.6M | $656.0M | ||
| Q2 24 | $81.1M | $555.9M | ||
| Q1 24 | $83.5M | $481.6M |
| Q4 25 | $169.3M | $11.7B | ||
| Q3 25 | $169.1M | $9.1B | ||
| Q2 25 | $160.3M | $7.6B | ||
| Q1 25 | $156.4M | $7.3B | ||
| Q4 24 | $160.2M | — | ||
| Q3 24 | $157.9M | $5.9B | ||
| Q2 24 | $162.9M | $4.9B | ||
| Q1 24 | $166.5M | $4.2B |
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 | $5.4M | $120.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 5.09× | 1.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.4M | $120.4M | ||
| Q3 25 | $7.8M | $28.0M | ||
| Q2 25 | $10.5M | $18.4M | ||
| Q1 25 | $7.3M | $25.8M | ||
| Q4 24 | $7.7M | — | ||
| Q3 24 | $7.6M | $-14.8M | ||
| Q2 24 | $8.0M | $19.3M | ||
| Q1 24 | $3.4M | $45.0M |
| Q4 25 | 5.09× | 1.16× | ||
| Q3 25 | 9.47× | 0.39× | ||
| Q2 25 | 3.06× | — | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.69× | -0.86× | ||
| Q2 24 | 6.47× | — | ||
| Q1 24 | 11.64× | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPM
| Crude Oil | $10.7M | 52% |
| Natural Gas Reserves | $7.4M | 36% |
| Natural Gas Liquids Reserves | $2.5M | 12% |
ORC
Segment breakdown not available.
