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Side-by-side financial comparison of National Vision Holdings, Inc. (EYE) and PROCORE TECHNOLOGIES, INC. (PCOR). Click either name above to swap in a different company.
National Vision Holdings, Inc. is the larger business by last-quarter revenue ($487.3M vs $359.3M, roughly 1.4× PROCORE TECHNOLOGIES, INC.). National Vision Holdings, Inc. runs the higher net margin — 0.7% vs -2.5%, a 3.2% gap on every dollar of revenue. On growth, PROCORE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (15.7% vs 7.9%). Over the past eight quarters, PROCORE TECHNOLOGIES, INC.'s revenue compounded faster (12.4% CAGR vs 7.6%).
Vision Research is an international company that manufactures high-speed digital cameras based in Wayne, New Jersey. Their cameras are marketed under the Phantom brand, and are used in a broad variety of industries including: defense, industrial product development, manufacturing, automotive, scientific research, and entertainment. Vision Research is a business unit of the Materials Analysis Division of Ametek Inc., a global manufacturer of electronic instruments and electromechanical devices.
Procore Technologies is an American construction management software as a service company founded in 2002, with headquarters in Carpinteria, California. Procore hosts a platform to connect those involved in the construction industry on a global platform. The software allows for the creation of simplified workflows and displays a consolidated view of construction products that includes the tracking of tasks, management of project workflows, and scheduling.
EYE vs PCOR — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $487.3M | $359.3M |
| Net Profit | $3.4M | $-9.1M |
| Gross Margin | — | 80.1% |
| Operating Margin | 2.0% | 15.5% |
| Net Margin | 0.7% | -2.5% |
| Revenue YoY | 7.9% | 15.7% |
| Net Profit YoY | 139.8% | 72.4% |
| EPS (diluted) | $0.04 | $-0.06 |
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.
| Q1 26 | — | $359.3M | ||
| Q4 25 | — | $349.1M | ||
| Q3 25 | $487.3M | $338.9M | ||
| Q2 25 | $486.4M | $323.9M | ||
| Q1 25 | $510.3M | $310.6M | ||
| Q4 24 | $437.3M | $302.0M | ||
| Q3 24 | $451.5M | $295.9M | ||
| Q2 24 | $451.7M | $284.3M |
| Q1 26 | — | $-9.1M | ||
| Q4 25 | — | $-37.6M | ||
| Q3 25 | $3.4M | $-9.1M | ||
| Q2 25 | $8.7M | $-21.1M | ||
| Q1 25 | $14.2M | $-33.0M | ||
| Q4 24 | $-28.6M | $-62.3M | ||
| Q3 24 | $-8.5M | $-26.4M | ||
| Q2 24 | $-3.1M | $-6.3M |
| Q1 26 | — | 80.1% | ||
| Q4 25 | — | 80.1% | ||
| Q3 25 | — | 79.7% | ||
| Q2 25 | — | 79.1% | ||
| Q1 25 | — | 79.1% | ||
| Q4 24 | — | 81.2% | ||
| Q3 24 | — | 81.4% | ||
| Q2 24 | — | 83.1% |
| Q1 26 | — | 15.5% | ||
| Q4 25 | — | -12.3% | ||
| Q3 25 | 2.0% | -4.4% | ||
| Q2 25 | 3.4% | -9.3% | ||
| Q1 25 | 5.1% | -11.7% | ||
| Q4 24 | -5.8% | -21.9% | ||
| Q3 24 | -2.0% | -12.3% | ||
| Q2 24 | 0.1% | -5.2% |
| Q1 26 | — | -2.5% | ||
| Q4 25 | — | -10.8% | ||
| Q3 25 | 0.7% | -2.7% | ||
| Q2 25 | 1.8% | -6.5% | ||
| Q1 25 | 2.8% | -10.6% | ||
| Q4 24 | -6.5% | -20.6% | ||
| Q3 24 | -1.9% | -8.9% | ||
| Q2 24 | -0.7% | -2.2% |
| Q1 26 | — | $-0.06 | ||
| Q4 25 | — | $-0.25 | ||
| Q3 25 | $0.04 | $-0.06 | ||
| Q2 25 | $0.11 | $-0.14 | ||
| Q1 25 | $0.18 | $-0.22 | ||
| Q4 24 | $-0.36 | $-0.42 | ||
| Q3 24 | $-0.11 | $-0.18 | ||
| Q2 24 | $-0.04 | $-0.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $56.0M | $386.0M |
| Total DebtLower is stronger | $236.5M | — |
| Stockholders' EquityBook value | $858.8M | $1.2B |
| Total Assets | $2.0B | $2.1B |
| Debt / EquityLower = less leverage | 0.28× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $386.0M | ||
| Q4 25 | — | $768.5M | ||
| Q3 25 | $56.0M | $684.0M | ||
| Q2 25 | $48.5M | $620.9M | ||
| Q1 25 | $80.0M | $566.7M | ||
| Q4 24 | $73.9M | $775.4M | ||
| Q3 24 | $81.2M | $756.9M | ||
| Q2 24 | $179.5M | $735.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $236.5M | — | ||
| Q2 25 | $255.6M | — | ||
| Q1 25 | $244.7M | — | ||
| Q4 24 | $248.6M | — | ||
| Q3 24 | $252.8M | — | ||
| Q2 24 | $143.9M | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | $858.8M | $1.2B | ||
| Q2 25 | $850.6M | $1.2B | ||
| Q1 25 | $836.2M | $1.2B | ||
| Q4 24 | $816.3M | $1.3B | ||
| Q3 24 | $840.0M | $1.3B | ||
| Q2 24 | $843.4M | $1.3B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $2.1B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.28× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.30× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.17× | — |
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 | $46.6M | $76.8M |
| Free Cash FlowOCF − Capex | $30.3M | — |
| FCF MarginFCF / Revenue | 6.2% | — |
| Capex IntensityCapex / Revenue | 3.4% | — |
| Cash ConversionOCF / Net Profit | 13.83× | — |
| TTM Free Cash FlowTrailing 4 quarters | $83.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $76.8M | ||
| Q4 25 | — | $114.9M | ||
| Q3 25 | $46.6M | $88.5M | ||
| Q2 25 | $54.3M | $30.8M | ||
| Q1 25 | $32.2M | $66.0M | ||
| Q4 24 | $30.3M | $29.1M | ||
| Q3 24 | $27.9M | $39.3M | ||
| Q2 24 | $51.5M | $58.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $109.2M | ||
| Q3 25 | $30.3M | $83.1M | ||
| Q2 25 | $42.4M | $27.9M | ||
| Q1 25 | $12.0M | $62.0M | ||
| Q4 24 | $-1.7M | $17.4M | ||
| Q3 24 | $4.1M | $35.7M | ||
| Q2 24 | $31.9M | $56.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 31.3% | ||
| Q3 25 | 6.2% | 24.5% | ||
| Q2 25 | 8.7% | 8.6% | ||
| Q1 25 | 2.4% | 20.0% | ||
| Q4 24 | -0.4% | 5.8% | ||
| Q3 24 | 0.9% | 12.1% | ||
| Q2 24 | 7.1% | 20.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 3.4% | 1.6% | ||
| Q2 25 | 2.4% | 0.9% | ||
| Q1 25 | 4.0% | 1.3% | ||
| Q4 24 | 7.3% | 3.9% | ||
| Q3 24 | 5.3% | 1.2% | ||
| Q2 24 | 4.3% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 13.83× | — | ||
| Q2 25 | 6.22× | — | ||
| Q1 25 | 2.27× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
