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Side-by-side financial comparison of Fastly, Inc. (FSLY) and Loar Holdings Inc. (LOAR). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($172.6M vs $131.8M, roughly 1.3× Loar Holdings Inc.). Loar Holdings Inc. runs the higher net margin — 9.5% vs -9.0%, a 18.5% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 19.3%). Over the past eight quarters, Loar Holdings Inc.'s revenue compounded faster (19.8% CAGR vs 13.7%).
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
FSLY vs LOAR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $131.8M |
| Net Profit | $-15.5M | $12.5M |
| Gross Margin | 61.4% | 52.1% |
| Operating Margin | -8.7% | 18.0% |
| Net Margin | -9.0% | 9.5% |
| Revenue YoY | 22.8% | 19.3% |
| Net Profit YoY | 52.9% | 239.5% |
| EPS (diluted) | $-0.10 | $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 25 | $172.6M | $131.8M | ||
| Q3 25 | $158.2M | $126.8M | ||
| Q2 25 | $148.7M | $123.1M | ||
| Q1 25 | $144.5M | $114.7M | ||
| Q4 24 | $140.6M | $110.4M | ||
| Q3 24 | $137.2M | $103.5M | ||
| Q2 24 | $132.4M | $97.0M | ||
| Q1 24 | $133.5M | $91.8M |
| Q4 25 | $-15.5M | $12.5M | ||
| Q3 25 | $-29.5M | $27.6M | ||
| Q2 25 | $-37.5M | $16.7M | ||
| Q1 25 | $-39.1M | $15.3M | ||
| Q4 24 | $-32.9M | $3.7M | ||
| Q3 24 | $-38.0M | $8.7M | ||
| Q2 24 | $-43.7M | $7.6M | ||
| Q1 24 | $-43.4M | $2.2M |
| Q4 25 | 61.4% | 52.1% | ||
| Q3 25 | 58.4% | 52.7% | ||
| Q2 25 | 54.5% | 53.8% | ||
| Q1 25 | 53.2% | 52.1% | ||
| Q4 24 | 53.4% | 48.9% | ||
| Q3 24 | 54.5% | 51.1% | ||
| Q2 24 | 55.1% | 49.0% | ||
| Q1 24 | 54.8% | 48.4% |
| Q4 25 | -8.7% | 18.0% | ||
| Q3 25 | -18.2% | 22.9% | ||
| Q2 25 | -24.8% | 22.2% | ||
| Q1 25 | -26.4% | 22.8% | ||
| Q4 24 | -24.4% | 19.2% | ||
| Q3 24 | -29.6% | 22.1% | ||
| Q2 24 | -35.3% | 22.9% | ||
| Q1 24 | -34.6% | 23.3% |
| Q4 25 | -9.0% | 9.5% | ||
| Q3 25 | -18.6% | 21.8% | ||
| Q2 25 | -25.2% | 13.6% | ||
| Q1 25 | -27.1% | 13.4% | ||
| Q4 24 | -23.4% | 3.3% | ||
| Q3 24 | -27.7% | 8.4% | ||
| Q2 24 | -33.0% | 7.9% | ||
| Q1 24 | -32.5% | 2.4% |
| Q4 25 | $-0.10 | $0.13 | ||
| Q3 25 | $-0.20 | $0.29 | ||
| Q2 25 | $-0.26 | $0.17 | ||
| Q1 25 | $-0.27 | $0.16 | ||
| Q4 24 | $-0.23 | $-11023.48 | ||
| Q3 24 | $-0.27 | $0.09 | ||
| Q2 24 | $-0.32 | $0.09 | ||
| Q1 24 | $-0.32 | $11023.54 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $361.8M | $84.8M |
| Total DebtLower is stronger | — | $715.7M |
| Stockholders' EquityBook value | $929.6M | $1.2B |
| Total Assets | $1.5B | $2.0B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $84.8M | ||
| Q3 25 | $342.9M | $99.0M | ||
| Q2 25 | $321.2M | $103.3M | ||
| Q1 25 | $307.3M | $80.5M | ||
| Q4 24 | $295.9M | $54.1M | ||
| Q3 24 | $308.2M | $55.2M | ||
| Q2 24 | $311.8M | $73.2M | ||
| Q1 24 | $329.5M | $28.2M |
| Q4 25 | — | $715.7M | ||
| Q3 25 | — | $279.4M | ||
| Q2 25 | — | $277.7M | ||
| Q1 25 | — | $277.5M | ||
| Q4 24 | — | $277.3M | ||
| Q3 24 | — | $602.1M | ||
| Q2 24 | — | $250.7M | ||
| Q1 24 | — | $534.2M |
| Q4 25 | $929.6M | $1.2B | ||
| Q3 25 | $937.0M | $1.2B | ||
| Q2 25 | $942.6M | $1.1B | ||
| Q1 25 | $957.0M | $1.1B | ||
| Q4 24 | $965.3M | $1.1B | ||
| Q3 24 | $969.5M | $769.8M | ||
| Q2 24 | $981.2M | $758.4M | ||
| Q1 24 | $991.8M | $420.6M |
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.5B | $1.1B | ||
| Q1 24 | $1.5B | $1.1B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 1.27× |
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 | $22.4M | $30.4M |
| Free Cash FlowOCF − Capex | $12.2M | — |
| FCF MarginFCF / Revenue | 7.1% | — |
| Capex IntensityCapex / Revenue | 5.9% | — |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $30.4M | ||
| Q3 25 | $28.9M | $29.7M | ||
| Q2 25 | $25.8M | $23.8M | ||
| Q1 25 | $17.3M | $28.4M | ||
| Q4 24 | $5.2M | $20.7M | ||
| Q3 24 | $5.0M | $16.3M | ||
| Q2 24 | $-4.9M | $7.1M | ||
| Q1 24 | $11.1M | $10.8M |
| Q4 25 | $12.2M | — | ||
| Q3 25 | $22.9M | — | ||
| Q2 25 | $15.9M | — | ||
| Q1 25 | $14.7M | — | ||
| Q4 24 | $251.0K | — | ||
| Q3 24 | $3.0M | — | ||
| Q2 24 | $-6.7M | — | ||
| Q1 24 | $9.5M | — |
| Q4 25 | 7.1% | — | ||
| Q3 25 | 14.5% | — | ||
| Q2 25 | 10.7% | — | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | -5.1% | — | ||
| Q1 24 | 7.1% | — |
| Q4 25 | 5.9% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.2% | — |
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.85× | ||
| Q4 24 | — | 5.62× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | — | 0.93× | ||
| Q1 24 | — | 4.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
LOAR
| Other | $76.8M | 58% |
| Commercial Aerospace | $21.2M | 16% |
| Business Jet And General Aviation | $17.6M | 13% |
| Defense | $16.2M | 12% |
