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Side-by-side financial comparison of Fastly, Inc. (FSLY) and Enpro Inc. (NPO). Click either name above to swap in a different company.
Enpro Inc. is the larger business by last-quarter revenue ($295.4M vs $173.0M, roughly 1.7× Fastly, Inc.). Enpro Inc. runs the higher net margin — -10.8% vs -11.9%, a 1.0% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 14.3%). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs 7.1%).
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.
Enpro is a US-based industrial technology company that designs and manufactures products and materials for technology-intensive sectors. The company serves industries such as semiconductors, aerospace, power generation, heavy-duty trucking, agricultural machinery, chemical processing, pulp and paper, and life sciences from 61 primary manufacturing facilities located in 12 countries, worldwide. It is organized under three segments: Sealing Technologies, Advanced Surface Technologies, and Engin...
FSLY vs NPO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $295.4M |
| Net Profit | $-20.5M | $-32.0M |
| Gross Margin | 62.5% | 42.1% |
| Operating Margin | 23.7% | 11.2% |
| Net Margin | -11.9% | -10.8% |
| Revenue YoY | 19.8% | 14.3% |
| Net Profit YoY | 47.6% | -330.2% |
| EPS (diluted) | $-0.13 | $-1.50 |
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 | $173.0M | — | ||
| Q4 25 | $172.6M | $295.4M | ||
| Q3 25 | $158.2M | $286.6M | ||
| Q2 25 | $148.7M | $288.1M | ||
| Q1 25 | $144.5M | $273.2M | ||
| Q4 24 | $140.6M | $258.4M | ||
| Q3 24 | $137.2M | $260.9M | ||
| Q2 24 | $132.4M | $271.9M |
| Q1 26 | $-20.5M | — | ||
| Q4 25 | $-15.5M | $-32.0M | ||
| Q3 25 | $-29.5M | $21.6M | ||
| Q2 25 | $-37.5M | $26.4M | ||
| Q1 25 | $-39.1M | $24.5M | ||
| Q4 24 | $-32.9M | $13.9M | ||
| Q3 24 | $-38.0M | $19.8M | ||
| Q2 24 | $-43.7M | $26.7M |
| Q1 26 | 62.5% | — | ||
| Q4 25 | 61.4% | 42.1% | ||
| Q3 25 | 58.4% | 41.9% | ||
| Q2 25 | 54.5% | 43.3% | ||
| Q1 25 | 53.2% | 43.3% | ||
| Q4 24 | 53.4% | 42.3% | ||
| Q3 24 | 54.5% | 42.3% | ||
| Q2 24 | 55.1% | 43.8% |
| Q1 26 | 23.7% | — | ||
| Q4 25 | -8.7% | 11.2% | ||
| Q3 25 | -18.2% | 14.3% | ||
| Q2 25 | -24.8% | 15.9% | ||
| Q1 25 | -26.4% | 15.3% | ||
| Q4 24 | -24.4% | 12.5% | ||
| Q3 24 | -29.6% | 13.1% | ||
| Q2 24 | -35.3% | 17.7% |
| Q1 26 | -11.9% | — | ||
| Q4 25 | -9.0% | -10.8% | ||
| Q3 25 | -18.6% | 7.5% | ||
| Q2 25 | -25.2% | 9.2% | ||
| Q1 25 | -27.1% | 9.0% | ||
| Q4 24 | -23.4% | 5.4% | ||
| Q3 24 | -27.7% | 7.6% | ||
| Q2 24 | -33.0% | 9.8% |
| Q1 26 | $-0.13 | — | ||
| Q4 25 | $-0.10 | $-1.50 | ||
| Q3 25 | $-0.20 | $1.01 | ||
| Q2 25 | $-0.26 | $1.25 | ||
| Q1 25 | $-0.27 | $1.15 | ||
| Q4 24 | $-0.23 | $0.65 | ||
| Q3 24 | $-0.27 | $0.94 | ||
| Q2 24 | $-0.32 | $1.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $146.7M | $114.7M |
| Total DebtLower is stronger | — | $655.3M |
| Stockholders' EquityBook value | $977.1M | $1.5B |
| Total Assets | $1.5B | $2.7B |
| Debt / EquityLower = less leverage | — | 0.42× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | — | ||
| Q4 25 | $361.8M | $114.7M | ||
| Q3 25 | $342.9M | $132.9M | ||
| Q2 25 | $321.2M | $107.1M | ||
| Q1 25 | $307.3M | $240.3M | ||
| Q4 24 | $295.9M | $236.3M | ||
| Q3 24 | $308.2M | $206.9M | ||
| Q2 24 | $311.8M | $175.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $655.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $640.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $977.1M | — | ||
| Q4 25 | $929.6M | $1.5B | ||
| Q3 25 | $937.0M | $1.5B | ||
| Q2 25 | $942.6M | $1.5B | ||
| Q1 25 | $957.0M | $1.5B | ||
| Q4 24 | $965.3M | $1.4B | ||
| Q3 24 | $969.5M | $1.5B | ||
| Q2 24 | $981.2M | $1.4B |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $2.7B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | $1.4B | $2.5B | ||
| Q4 24 | $1.5B | $2.5B | ||
| Q3 24 | $1.5B | $2.5B | ||
| Q2 24 | $1.5B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $28.9M | — |
| Free Cash FlowOCF − Capex | $4.1M | — |
| FCF MarginFCF / Revenue | 2.4% | — |
| Capex IntensityCapex / Revenue | 14.3% | 4.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $55.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.9M | — | ||
| Q4 25 | $22.4M | — | ||
| Q3 25 | $28.9M | $65.3M | ||
| Q2 25 | $25.8M | $52.2M | ||
| Q1 25 | $17.3M | $21.0M | ||
| Q4 24 | $5.2M | $59.4M | ||
| Q3 24 | $5.0M | $54.0M | ||
| Q2 24 | $-4.9M | $43.2M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | — | ||
| Q3 25 | $22.9M | $53.4M | ||
| Q2 25 | $15.9M | $42.3M | ||
| Q1 25 | $14.7M | $13.0M | ||
| Q4 24 | $251.0K | $49.1M | ||
| Q3 24 | $3.0M | $48.3M | ||
| Q2 24 | $-6.7M | $38.3M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | — | ||
| Q3 25 | 14.5% | 18.6% | ||
| Q2 25 | 10.7% | 14.7% | ||
| Q1 25 | 10.2% | 4.8% | ||
| Q4 24 | 0.2% | 19.0% | ||
| Q3 24 | 2.2% | 18.5% | ||
| Q2 24 | -5.1% | 14.1% |
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 4.1% | ||
| Q3 25 | 3.8% | 4.2% | ||
| Q2 25 | 6.6% | 3.4% | ||
| Q1 25 | 1.8% | 2.9% | ||
| Q4 24 | 3.5% | 4.0% | ||
| Q3 24 | 1.5% | 2.2% | ||
| Q2 24 | 1.3% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.02× | ||
| Q2 25 | — | 1.98× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 4.27× | ||
| Q3 24 | — | 2.73× | ||
| Q2 24 | — | 1.62× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
