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Side-by-side financial comparison of FOX FACTORY HOLDING CORP (FOXF) and TRUPANION, INC. (TRUP). Click either name above to swap in a different company.
TRUPANION, INC. is the larger business by last-quarter revenue ($376.9M vs $361.1M, roughly 1.0× FOX FACTORY HOLDING CORP). On growth, TRUPANION, INC. posted the faster year-over-year revenue change (11.7% vs 2.3%). Over the past eight quarters, TRUPANION, INC.'s revenue compounded faster (11.0% CAGR vs 1.8%).
Fox Factory Holding Corp. is an American company best known for their Fox Racing Shox brand of off-road racing suspension components.
TRUPANION, INC.TRUPEarnings & Financial Report
Trupanion, Inc. is a pet insurance provider headquartered in Seattle, Washington. Established in 1998, Trupanion operates across the United States, Canada, Australia, and Puerto Rico. The company offers coverage for pets and is self-underwritten by the American Pet Insurance Company (APIC).
FOXF vs TRUP — Head-to-Head
Income Statement — Q4 FY2027 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $361.1M | $376.9M |
| Net Profit | — | — |
| Gross Margin | 28.3% | 17.3% |
| Operating Margin | -13.0% | 1.9% |
| Net Margin | — | — |
| Revenue YoY | 2.3% | 11.7% |
| Net Profit YoY | — | — |
| EPS (diluted) | $-6.86 | $0.13 |
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 26 | $361.1M | — | ||
| Q1 26 | $368.7M | — | ||
| Q4 25 | $376.4M | $376.9M | ||
| Q3 25 | $374.9M | $366.9M | ||
| Q2 25 | $355.0M | $353.6M | ||
| Q1 25 | $352.8M | $342.0M | ||
| Q4 24 | — | $337.3M | ||
| Q3 24 | $359.1M | $327.5M |
| Q4 26 | — | — | ||
| Q1 26 | $-15.0M | — | ||
| Q4 25 | $-634.0K | — | ||
| Q3 25 | $2.7M | — | ||
| Q2 25 | $-259.7M | — | ||
| Q1 25 | $-141.0K | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $4.8M | — |
| Q4 26 | 28.3% | — | ||
| Q1 26 | 28.9% | — | ||
| Q4 25 | 30.4% | 17.3% | ||
| Q3 25 | 31.2% | 16.4% | ||
| Q2 25 | 30.9% | 15.5% | ||
| Q1 25 | 28.9% | 14.9% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | 29.9% | 15.1% |
| Q4 26 | -13.0% | — | ||
| Q1 26 | 72.8% | — | ||
| Q4 25 | 4.0% | 1.9% | ||
| Q3 25 | 4.9% | 1.6% | ||
| Q2 25 | -70.6% | 0.7% | ||
| Q1 25 | 3.2% | -0.4% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | 5.2% | 0.5% |
| Q4 26 | — | — | ||
| Q1 26 | -4.1% | — | ||
| Q4 25 | -0.2% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | -73.1% | — | ||
| Q1 25 | -0.0% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.3% | — |
| Q4 26 | $-6.86 | — | ||
| Q1 26 | $-0.36 | — | ||
| Q4 25 | $-0.02 | $0.13 | ||
| Q3 25 | $0.07 | $0.13 | ||
| Q2 25 | $-6.23 | $0.22 | ||
| Q1 25 | $0.00 | $-0.03 | ||
| Q4 24 | — | $0.04 | ||
| Q3 24 | $0.11 | $0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $58.0M | $370.7M |
| Total DebtLower is stronger | $26.9M | $101.8M |
| Stockholders' EquityBook value | $670.2M | $383.9M |
| Total Assets | $1.7B | $915.0M |
| Debt / EquityLower = less leverage | 0.04× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 26 | $58.0M | — | ||
| Q1 26 | $53.9M | — | ||
| Q4 25 | — | $370.7M | ||
| Q3 25 | — | $348.5M | ||
| Q2 25 | — | $319.6M | ||
| Q1 25 | $71.7M | $321.8M | ||
| Q4 24 | — | $307.4M | ||
| Q3 24 | — | $293.1M |
| Q4 26 | $26.9M | — | ||
| Q1 26 | $26.9M | — | ||
| Q4 25 | $536.7M | $101.8M | ||
| Q3 25 | $541.8M | — | ||
| Q2 25 | $546.9M | — | ||
| Q1 25 | $552.1M | — | ||
| Q4 24 | — | $127.5M | ||
| Q3 24 | $558.4M | — |
| Q4 26 | $670.2M | — | ||
| Q1 26 | $658.8M | — | ||
| Q4 25 | $956.0M | $383.9M | ||
| Q3 25 | $958.7M | $368.6M | ||
| Q2 25 | $939.9M | $355.5M | ||
| Q1 25 | $1.2B | $333.7M | ||
| Q4 24 | — | $323.3M | ||
| Q3 24 | $1.2B | $320.2M |
| Q4 26 | $1.7B | — | ||
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.0B | $915.0M | ||
| Q3 25 | $2.0B | $880.2M | ||
| Q2 25 | $1.9B | $847.8M | ||
| Q1 25 | $2.2B | $837.2M | ||
| Q4 24 | — | $806.9M | ||
| Q3 24 | $2.3B | $816.1M |
| Q4 26 | 0.04× | — | ||
| Q1 26 | 0.04× | — | ||
| Q4 25 | 0.56× | 0.27× | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.58× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | 0.47× | — |
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 | $60.9M | $29.3M |
| Free Cash FlowOCF − Capex | — | $25.3M |
| FCF MarginFCF / Revenue | — | 6.7% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $75.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 26 | $60.9M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $5.3M | $29.3M | ||
| Q3 25 | $36.8M | $29.2M | ||
| Q2 25 | $680.0K | $15.0M | ||
| Q1 25 | $81.7M | $16.0M | ||
| Q4 24 | — | $23.7M | ||
| Q3 24 | $14.1M | $15.3M |
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | $25.3M | ||
| Q3 25 | $24.6M | $23.9M | ||
| Q2 25 | $-6.5M | $12.0M | ||
| Q1 25 | $69.8M | $14.0M | ||
| Q4 24 | — | $21.8M | ||
| Q3 24 | $3.2M | $13.4M |
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -0.7% | 6.7% | ||
| Q3 25 | 6.6% | 6.5% | ||
| Q2 25 | -1.8% | 3.4% | ||
| Q1 25 | 19.8% | 4.1% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | 0.9% | 4.1% |
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 1.0% | ||
| Q3 25 | 3.3% | 1.4% | ||
| Q2 25 | 2.0% | 0.8% | ||
| Q1 25 | 3.4% | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | 3.0% | 0.6% |
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 13.41× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.94× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FOXF
| Aftermarket Applications Group | $126.2M | 35% |
| Specialty Sports Group | $118.2M | 33% |
| Powered Vehicles Group | $116.7M | 32% |
TRUP
| Subscriptionbusiness | $261.4M | 69% |
| Other | $115.4M | 31% |
