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Side-by-side financial comparison of ESAB Corp (ESAB) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
ESAB Corp is the larger business by last-quarter revenue ($727.8M vs $510.9M, roughly 1.4× Genius Sports Ltd). ESAB Corp runs the higher net margin — 7.5% vs -12.3%, a 19.9% gap on every dollar of revenue. ESAB Corp produced more free cash flow last quarter ($70.3M vs $69.6M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 2.8%).
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
ESAB vs GENI — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $727.8M | $510.9M |
| Net Profit | $54.8M | $-63.0M |
| Gross Margin | 37.0% | 25.2% |
| Operating Margin | 14.6% | -11.5% |
| Net Margin | 7.5% | -12.3% |
| Revenue YoY | 8.5% | — |
| Net Profit YoY | 2.1% | — |
| EPS (diluted) | $0.90 | — |
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 | $727.8M | $510.9M | ||
| Q3 25 | $715.6M | $335.4M | ||
| Q2 25 | $678.1M | $215.2M | ||
| Q1 25 | — | $119.7M | ||
| Q4 24 | $670.8M | $413.0M | ||
| Q3 24 | $673.3M | $285.8M | ||
| Q2 24 | $707.1M | $184.1M | ||
| Q1 24 | $689.7M | $97.2M |
| Q4 25 | $54.8M | $-63.0M | ||
| Q3 25 | $66.9M | — | ||
| Q2 25 | $67.4M | $-47.3M | ||
| Q1 25 | — | $-25.5M | ||
| Q4 24 | $53.7M | $-85.5M | ||
| Q3 24 | $68.2M | $-47.1M | ||
| Q2 24 | $82.9M | $-35.5M | ||
| Q1 24 | $60.0M | $-25.2M |
| Q4 25 | 37.0% | 25.2% | ||
| Q3 25 | 37.2% | 24.2% | ||
| Q2 25 | 37.6% | 19.1% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | 38.5% | 16.7% | ||
| Q3 24 | 37.7% | 20.5% | ||
| Q2 24 | 38.2% | 18.6% | ||
| Q1 24 | 37.0% | 9.8% |
| Q4 25 | 14.6% | -11.5% | ||
| Q3 25 | 15.2% | -15.3% | ||
| Q2 25 | 16.2% | -21.0% | ||
| Q1 25 | — | -20.3% | ||
| Q4 24 | 16.6% | -18.0% | ||
| Q3 24 | 15.7% | -13.9% | ||
| Q2 24 | 16.9% | -16.8% | ||
| Q1 24 | 16.0% | -23.7% |
| Q4 25 | 7.5% | -12.3% | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 9.9% | -22.0% | ||
| Q1 25 | — | -21.3% | ||
| Q4 24 | 8.0% | -20.7% | ||
| Q3 24 | 10.1% | -16.5% | ||
| Q2 24 | 11.7% | -19.3% | ||
| Q1 24 | 8.7% | -25.9% |
| Q4 25 | $0.90 | — | ||
| Q3 25 | $1.09 | — | ||
| Q2 25 | $1.10 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0.87 | — | ||
| Q3 24 | $1.11 | — | ||
| Q2 24 | $1.35 | — | ||
| Q1 24 | $0.98 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $218.2M | $280.6M |
| Total DebtLower is stronger | $1.3B | — |
| Stockholders' EquityBook value | $2.1B | $724.5M |
| Total Assets | $4.9B | $1.1B |
| Debt / EquityLower = less leverage | 0.63× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.2M | $280.6M | ||
| Q3 25 | $258.2M | $110.2M | ||
| Q2 25 | $291.3M | $110.2M | ||
| Q1 25 | — | $110.2M | ||
| Q4 24 | $249.4M | $100.3M | ||
| Q3 24 | $253.7M | $100.3M | ||
| Q2 24 | $228.5M | $100.3M | ||
| Q1 24 | $76.5M | $100.3M |
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $992.8M | — |
| Q4 25 | $2.1B | $724.5M | ||
| Q3 25 | $2.1B | $572.4M | ||
| Q2 25 | $1.9B | $572.4M | ||
| Q1 25 | — | $572.4M | ||
| Q4 24 | $1.8B | $573.0M | ||
| Q3 24 | $1.8B | $573.0M | ||
| Q2 24 | $1.7B | $573.0M | ||
| Q1 24 | $1.6B | $573.0M |
| Q4 25 | $4.9B | $1.1B | ||
| Q3 25 | $4.4B | $792.3M | ||
| Q2 25 | $4.2B | $792.3M | ||
| Q1 25 | — | $792.3M | ||
| Q4 24 | $4.0B | $775.7M | ||
| Q3 24 | $4.1B | $775.7M | ||
| Q2 24 | $4.0B | $775.7M | ||
| Q1 24 | $3.8B | $775.7M |
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 0.61× | — |
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 | $81.5M | $81.9M |
| Free Cash FlowOCF − Capex | $70.3M | $69.6M |
| FCF MarginFCF / Revenue | 9.7% | 13.6% |
| Capex IntensityCapex / Revenue | 1.5% | 2.4% |
| Cash ConversionOCF / Net Profit | 1.49× | — |
| TTM Free Cash FlowTrailing 4 quarters | $238.0M | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $81.5M | $81.9M | ||
| Q3 25 | $46.6M | $-4.8M | ||
| Q2 25 | $35.4M | $-1.2M | ||
| Q1 25 | — | $-14.6M | ||
| Q4 24 | $126.9M | $14.9M | ||
| Q3 24 | $101.0M | $-9.2M | ||
| Q2 24 | $83.0M | — | ||
| Q1 24 | $44.5M | — |
| Q4 25 | $70.3M | $69.6M | ||
| Q3 25 | $37.4M | $-14.2M | ||
| Q2 25 | $28.1M | $-5.8M | ||
| Q1 25 | — | $-16.0M | ||
| Q4 24 | $102.2M | $11.3M | ||
| Q3 24 | $90.4M | $-11.6M | ||
| Q2 24 | $74.0M | — | ||
| Q1 24 | $37.1M | — |
| Q4 25 | 9.7% | 13.6% | ||
| Q3 25 | 5.2% | -4.2% | ||
| Q2 25 | 4.1% | -2.7% | ||
| Q1 25 | — | -13.4% | ||
| Q4 24 | 15.2% | 2.7% | ||
| Q3 24 | 13.4% | -4.1% | ||
| Q2 24 | 10.5% | — | ||
| Q1 24 | 5.4% | — |
| Q4 25 | 1.5% | 2.4% | ||
| Q3 25 | 1.3% | 2.8% | ||
| Q2 25 | 1.1% | 2.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | 3.7% | 0.9% | ||
| Q3 24 | 1.6% | 0.9% | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.1% | — |
| Q4 25 | 1.49× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.36× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 0.74× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
GENI
Segment breakdown not available.
