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Side-by-side financial comparison of JFrog Ltd (FROG) and INSTEEL INDUSTRIES INC (IIIN). Click either name above to swap in a different company.
INSTEEL INDUSTRIES INC is the larger business by last-quarter revenue ($159.9M vs $145.3M, roughly 1.1× JFrog Ltd). INSTEEL INDUSTRIES INC runs the higher net margin — 4.7% vs -10.5%, a 15.2% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 23.3%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $-2.2M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 12.0%).
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
Insteel Industries Inc is a leading U.S. manufacturer of steel reinforcing products including welded wire reinforcement and steel fibers. It primarily serves non-residential construction, infrastructure, and precast concrete segments across North America, delivering high-performance reinforcement solutions for various construction projects.
FROG vs IIIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $159.9M |
| Net Profit | $-15.2M | $7.6M |
| Gross Margin | 77.9% | 11.3% |
| Operating Margin | -14.7% | 6.0% |
| Net Margin | -10.5% | 4.7% |
| Revenue YoY | 25.2% | 23.3% |
| Net Profit YoY | 34.4% | 602.4% |
| EPS (diluted) | $-0.13 | $0.39 |
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 | $145.3M | $159.9M | ||
| Q3 25 | $136.9M | $177.4M | ||
| Q2 25 | $127.2M | $179.9M | ||
| Q1 25 | $122.4M | $160.7M | ||
| Q4 24 | $116.1M | $129.7M | ||
| Q3 24 | $109.1M | $134.3M | ||
| Q2 24 | $103.0M | $145.8M | ||
| Q1 24 | $100.3M | $127.4M |
| Q4 25 | $-15.2M | $7.6M | ||
| Q3 25 | $-16.4M | $14.6M | ||
| Q2 25 | $-21.7M | $15.2M | ||
| Q1 25 | $-18.5M | $10.2M | ||
| Q4 24 | $-23.2M | $1.1M | ||
| Q3 24 | $-22.9M | $4.7M | ||
| Q2 24 | $-14.3M | $6.6M | ||
| Q1 24 | $-8.8M | $6.9M |
| Q4 25 | 77.9% | 11.3% | ||
| Q3 25 | 77.4% | 16.1% | ||
| Q2 25 | 76.3% | 17.1% | ||
| Q1 25 | 75.3% | 15.3% | ||
| Q4 24 | 75.4% | 7.3% | ||
| Q3 24 | 75.0% | 9.1% | ||
| Q2 24 | 78.8% | 10.6% | ||
| Q1 24 | 79.5% | 12.3% |
| Q4 25 | -14.7% | 6.0% | ||
| Q3 25 | -15.8% | 10.8% | ||
| Q2 25 | -20.4% | 11.0% | ||
| Q1 25 | -18.8% | 8.3% | ||
| Q4 24 | -21.9% | 1.1% | ||
| Q3 24 | -27.4% | 4.5% | ||
| Q2 24 | -18.6% | 6.0% | ||
| Q1 24 | -16.6% | 7.0% |
| Q4 25 | -10.5% | 4.7% | ||
| Q3 25 | -12.0% | 8.2% | ||
| Q2 25 | -17.0% | 8.4% | ||
| Q1 25 | -15.1% | 6.4% | ||
| Q4 24 | -20.0% | 0.8% | ||
| Q3 24 | -21.0% | 3.5% | ||
| Q2 24 | -13.9% | 4.5% | ||
| Q1 24 | -8.8% | 5.4% |
| Q4 25 | $-0.13 | $0.39 | ||
| Q3 25 | $-0.14 | $0.74 | ||
| Q2 25 | $-0.19 | $0.78 | ||
| Q1 25 | $-0.16 | $0.52 | ||
| Q4 24 | $-0.21 | $0.06 | ||
| Q3 24 | $-0.21 | $0.24 | ||
| Q2 24 | $-0.13 | $0.34 | ||
| Q1 24 | $-0.08 | $0.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $704.4M | $15.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $358.8M |
| Total Assets | $1.3B | $456.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $15.6M | ||
| Q3 25 | $651.1M | $38.6M | ||
| Q2 25 | $611.7M | $53.7M | ||
| Q1 25 | $563.5M | $28.4M | ||
| Q4 24 | $522.0M | $36.0M | ||
| Q3 24 | $467.8M | $111.5M | ||
| Q2 24 | $591.3M | $97.7M | ||
| Q1 24 | $579.6M | $83.9M |
| Q4 25 | $887.4M | $358.8M | ||
| Q3 25 | $859.4M | $371.5M | ||
| Q2 25 | $826.5M | $356.2M | ||
| Q1 25 | $800.0M | $341.4M | ||
| Q4 24 | $773.5M | $331.6M | ||
| Q3 24 | $756.2M | $350.9M | ||
| Q2 24 | $721.4M | $346.0M | ||
| Q1 24 | $707.8M | $340.6M |
| Q4 25 | $1.3B | $456.1M | ||
| Q3 25 | $1.3B | $462.6M | ||
| Q2 25 | $1.2B | $471.9M | ||
| Q1 25 | $1.2B | $421.9M | ||
| Q4 24 | $1.1B | $404.7M | ||
| Q3 24 | $1.1B | $422.6M | ||
| Q2 24 | $1.0B | $414.6M | ||
| Q1 24 | $997.1M | $397.2M |
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 | $50.7M | $-701.0K |
| Free Cash FlowOCF − Capex | $49.9M | $-2.2M |
| FCF MarginFCF / Revenue | 34.3% | -1.4% |
| Capex IntensityCapex / Revenue | 0.6% | 0.9% |
| Cash ConversionOCF / Net Profit | — | -0.09× |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $439.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $-701.0K | ||
| Q3 25 | $30.2M | $-17.0M | ||
| Q2 25 | $36.1M | $28.5M | ||
| Q1 25 | $28.8M | $-3.3M | ||
| Q4 24 | $49.1M | $19.0M | ||
| Q3 24 | $27.6M | $16.2M | ||
| Q2 24 | $16.7M | $18.8M | ||
| Q1 24 | $17.5M | $1.4M |
| Q4 25 | $49.9M | $-2.2M | ||
| Q3 25 | $28.8M | $-18.7M | ||
| Q2 25 | $35.5M | $26.9M | ||
| Q1 25 | $28.1M | $-5.5M | ||
| Q4 24 | $48.5M | $16.3M | ||
| Q3 24 | $26.7M | $14.5M | ||
| Q2 24 | $16.0M | $15.5M | ||
| Q1 24 | $16.6M | $-580.0K |
| Q4 25 | 34.3% | -1.4% | ||
| Q3 25 | 21.0% | -10.6% | ||
| Q2 25 | 27.9% | 15.0% | ||
| Q1 25 | 23.0% | -3.5% | ||
| Q4 24 | 41.8% | 12.6% | ||
| Q3 24 | 24.5% | 10.8% | ||
| Q2 24 | 15.5% | 10.7% | ||
| Q1 24 | 16.6% | -0.5% |
| Q4 25 | 0.6% | 0.9% | ||
| Q3 25 | 1.0% | 1.0% | ||
| Q2 25 | 0.5% | 0.9% | ||
| Q1 25 | 0.5% | 1.4% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 0.9% | 1.3% | ||
| Q2 24 | 0.7% | 2.2% | ||
| Q1 24 | 0.8% | 1.5% |
| Q4 25 | — | -0.09× | ||
| Q3 25 | — | -1.17× | ||
| Q2 25 | — | 1.88× | ||
| Q1 25 | — | -0.32× | ||
| Q4 24 | — | 17.56× | ||
| Q3 24 | — | 3.48× | ||
| Q2 24 | — | 2.86× | ||
| Q1 24 | — | 0.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FROG
Segment breakdown not available.
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
