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Side-by-side financial comparison of Expensify, Inc. (EXFY) and GEOSPACE TECHNOLOGIES CORP (GEOS). Click either name above to swap in a different company.

Expensify, Inc. is the larger business by last-quarter revenue ($35.2M vs $25.6M, roughly 1.4× GEOSPACE TECHNOLOGIES CORP). On growth, Expensify, Inc. posted the faster year-over-year revenue change (-4.9% vs -31.3%). Over the past eight quarters, GEOSPACE TECHNOLOGIES CORP's revenue compounded faster (2.7% CAGR vs 2.4%).

Expensify, Inc. is a software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.

Geospace Technologies Corporation is a manufacturer of specialized electronics and seismic data acquisition equipment used in the oil and gas industry. Geospace Technologies has been publicly traded on the NASDAQ stock exchange since November 1997.

EXFY vs GEOS — Head-to-Head

Bigger by revenue
EXFY
EXFY
1.4× larger
EXFY
$35.2M
$25.6M
GEOS
Growing faster (revenue YoY)
EXFY
EXFY
+26.4% gap
EXFY
-4.9%
-31.3%
GEOS
Faster 2-yr revenue CAGR
GEOS
GEOS
Annualised
GEOS
2.7%
2.4%
EXFY

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
EXFY
EXFY
GEOS
GEOS
Revenue
$35.2M
$25.6M
Net Profit
$-9.8M
Gross Margin
49.2%
10.5%
Operating Margin
-11.2%
-40.0%
Net Margin
-38.2%
Revenue YoY
-4.9%
-31.3%
Net Profit YoY
-216.6%
EPS (diluted)
$-0.07
$-0.76

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.

Revenue
EXFY
EXFY
GEOS
GEOS
Q4 25
$35.2M
$25.6M
Q3 25
$35.1M
$30.7M
Q2 25
$35.8M
$24.8M
Q1 25
$36.1M
$18.0M
Q4 24
$37.0M
$37.2M
Q3 24
$35.4M
$35.4M
Q2 24
$33.3M
$25.9M
Q1 24
$33.5M
$24.3M
Net Profit
EXFY
EXFY
GEOS
GEOS
Q4 25
$-9.8M
Q3 25
$-2.3M
$-9.1M
Q2 25
$-8.8M
$760.0K
Q1 25
$-3.2M
$-9.8M
Q4 24
$8.4M
Q3 24
$-2.2M
$-12.9M
Q2 24
$-2.8M
$-2.1M
Q1 24
$-3.8M
$-4.3M
Gross Margin
EXFY
EXFY
GEOS
GEOS
Q4 25
49.2%
10.5%
Q3 25
49.6%
11.3%
Q2 25
51.9%
30.3%
Q1 25
50.6%
9.7%
Q4 24
51.0%
54.1%
Q3 24
51.6%
45.0%
Q2 24
56.9%
33.0%
Q1 24
56.5%
24.2%
Operating Margin
EXFY
EXFY
GEOS
GEOS
Q4 25
-11.2%
-40.0%
Q3 25
-6.4%
-30.0%
Q2 25
-28.9%
1.5%
Q1 25
-4.1%
-57.0%
Q4 24
1.3%
21.0%
Q3 24
0.8%
3.3%
Q2 24
0.7%
-9.3%
Q1 24
-5.3%
-18.6%
Net Margin
EXFY
EXFY
GEOS
GEOS
Q4 25
-38.2%
Q3 25
-6.6%
-29.5%
Q2 25
-24.6%
3.1%
Q1 25
-8.8%
-54.4%
Q4 24
22.5%
Q3 24
-6.2%
-36.3%
Q2 24
-8.3%
-8.0%
Q1 24
-11.3%
-17.8%
EPS (diluted)
EXFY
EXFY
GEOS
GEOS
Q4 25
$-0.07
$-0.76
Q3 25
$-0.03
$-0.70
Q2 25
$-0.10
$0.06
Q1 25
$-0.03
$-0.77
Q4 24
$-0.03
$0.65
Q3 24
$-0.02
$-0.96
Q2 24
$-0.03
$-0.16
Q1 24
$-0.04
$-0.32

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
EXFY
EXFY
GEOS
GEOS
Cash + ST InvestmentsLiquidity on hand
$63.1M
$10.6M
Total DebtLower is stronger
$0
Stockholders' EquityBook value
$132.7M
$115.9M
Total Assets
$186.0M
$144.6M
Debt / EquityLower = less leverage
0.00×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EXFY
EXFY
GEOS
GEOS
Q4 25
$63.1M
$10.6M
Q3 25
$61.5M
$26.3M
Q2 25
$60.5M
$25.6M
Q1 25
$59.6M
$19.8M
Q4 24
$48.8M
$22.1M
Q3 24
$39.2M
$37.1M
Q2 24
$53.2M
$42.5M
Q1 24
$49.3M
$51.2M
Total Debt
EXFY
EXFY
GEOS
GEOS
Q4 25
$0
Q3 25
$0
Q2 25
Q1 25
Q4 24
$0
Q3 24
$0
Q2 24
Q1 24
$0
Stockholders' Equity
EXFY
EXFY
GEOS
GEOS
Q4 25
$132.7M
$115.9M
Q3 25
$135.7M
$125.5M
Q2 25
$131.8M
$134.3M
Q1 25
$134.7M
$133.1M
Q4 24
$128.2M
$142.7M
Q3 24
$119.9M
$134.6M
Q2 24
$114.0M
$137.4M
Q1 24
$106.5M
$142.2M
Total Assets
EXFY
EXFY
GEOS
GEOS
Q4 25
$186.0M
$144.6M
Q3 25
$186.8M
$153.0M
Q2 25
$187.1M
$149.8M
Q1 25
$189.2M
$149.0M
Q4 24
$173.7M
$159.9M
Q3 24
$176.2M
$152.2M
Q2 24
$192.9M
$152.0M
Q1 24
$184.8M
$157.7M
Debt / Equity
EXFY
EXFY
GEOS
GEOS
Q4 25
0.00×
Q3 25
0.00×
Q2 25
Q1 25
Q4 24
0.00×
Q3 24
0.00×
Q2 24
Q1 24
0.00×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
EXFY
EXFY
GEOS
GEOS
Operating Cash FlowLast quarter
$2.2M
$-15.1M
Free Cash FlowOCF − Capex
$-17.6M
FCF MarginFCF / Revenue
-68.6%
Capex IntensityCapex / Revenue
9.7%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-33.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EXFY
EXFY
GEOS
GEOS
Q4 25
$2.2M
$-15.1M
Q3 25
$4.2M
$-4.1M
Q2 25
$8.9M
$-4.7M
Q1 25
$4.8M
$-1.9M
Q4 24
$7.4M
$-11.5M
Q3 24
$3.7M
$-1.6M
Q2 24
$9.3M
$-1.3M
Q1 24
$3.5M
$-8.9M
Free Cash Flow
EXFY
EXFY
GEOS
GEOS
Q4 25
$-17.6M
Q3 25
$-6.2M
Q2 25
$-6.1M
Q1 25
$-3.1M
Q4 24
$-14.7M
Q3 24
$-1.8M
Q2 24
$-1.7M
Q1 24
$-11.3M
FCF Margin
EXFY
EXFY
GEOS
GEOS
Q4 25
-68.6%
Q3 25
-20.3%
Q2 25
-24.7%
Q1 25
-17.3%
Q4 24
-39.5%
Q3 24
-5.2%
Q2 24
-6.4%
Q1 24
-46.6%
Capex Intensity
EXFY
EXFY
GEOS
GEOS
Q4 25
9.7%
Q3 25
0.0%
6.9%
Q2 25
5.7%
Q1 25
6.8%
Q4 24
0.0%
8.6%
Q3 24
0.0%
0.8%
Q2 24
0.0%
1.6%
Q1 24
0.0%
9.8%
Cash Conversion
EXFY
EXFY
GEOS
GEOS
Q4 25
Q3 25
Q2 25
-6.22×
Q1 25
Q4 24
-1.37×
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

EXFY
EXFY

Segment breakdown not available.

GEOS
GEOS

Energy Solutions$14.6M57%
Smart Water$5.8M22%
Intelligent Industrial$5.1M20%

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