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Side-by-side financial comparison of Fastly, Inc. (FSLY) and Nutex Health, Inc. (NUTX). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($173.0M vs $151.7M, roughly 1.1× Nutex Health, Inc.). Nutex Health, Inc. runs the higher net margin — 7.8% vs -11.9%, a 19.7% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs -41.1%). Nutex Health, Inc. produced more free cash flow last quarter ($69.0M vs $4.1M). Over the past eight quarters, Nutex Health, Inc.'s revenue compounded faster (50.0% CAGR vs 14.3%).
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.
Nutex Health Inc. is an American for-profit health care company and operator of healthcare facilities headquartered in Houston, Texas.
FSLY vs NUTX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $151.7M |
| Net Profit | $-20.5M | $11.8M |
| Gross Margin | 62.5% | 30.4% |
| Operating Margin | 23.7% | 20.4% |
| Net Margin | -11.9% | 7.8% |
| Revenue YoY | 19.8% | -41.1% |
| Net Profit YoY | 47.6% | -80.8% |
| EPS (diluted) | $-0.13 | $2.34 |
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 | $151.7M | ||
| Q3 25 | $158.2M | $267.8M | ||
| Q2 25 | $148.7M | $244.0M | ||
| Q1 25 | $144.5M | $211.8M | ||
| Q4 24 | $140.6M | $257.6M | ||
| Q3 24 | $137.2M | $78.8M | ||
| Q2 24 | $132.4M | $76.1M |
| Q1 26 | $-20.5M | — | ||
| Q4 25 | $-15.5M | $11.8M | ||
| Q3 25 | $-29.5M | $55.4M | ||
| Q2 25 | $-37.5M | $-17.7M | ||
| Q1 25 | $-39.1M | $21.2M | ||
| Q4 24 | $-32.9M | $61.6M | ||
| Q3 24 | $-38.0M | $-8.8M | ||
| Q2 24 | $-43.7M | $-364.0K |
| Q1 26 | 62.5% | — | ||
| Q4 25 | 61.4% | 30.4% | ||
| Q3 25 | 58.4% | 57.8% | ||
| Q2 25 | 54.5% | 51.2% | ||
| Q1 25 | 53.2% | 55.9% | ||
| Q4 24 | 53.4% | 55.0% | ||
| Q3 24 | 54.5% | 27.8% | ||
| Q2 24 | 55.1% | 29.7% |
| Q1 26 | 23.7% | — | ||
| Q4 25 | -8.7% | 20.4% | ||
| Q3 25 | -18.2% | 48.7% | ||
| Q2 25 | -24.8% | 13.8% | ||
| Q1 25 | -26.4% | 38.1% | ||
| Q4 24 | -24.4% | 44.4% | ||
| Q3 24 | -29.6% | 12.3% | ||
| Q2 24 | -35.3% | 7.0% |
| Q1 26 | -11.9% | — | ||
| Q4 25 | -9.0% | 7.8% | ||
| Q3 25 | -18.6% | 20.7% | ||
| Q2 25 | -25.2% | -7.3% | ||
| Q1 25 | -27.1% | 10.0% | ||
| Q4 24 | -23.4% | 23.9% | ||
| Q3 24 | -27.7% | -11.2% | ||
| Q2 24 | -33.0% | -0.5% |
| Q1 26 | $-0.13 | — | ||
| Q4 25 | $-0.10 | $2.34 | ||
| Q3 25 | $-0.20 | $7.76 | ||
| Q2 25 | $-0.26 | $-2.95 | ||
| Q1 25 | $-0.27 | $3.33 | ||
| Q4 24 | $-0.23 | $11.56 | ||
| Q3 24 | $-0.27 | $-1.72 | ||
| Q2 24 | $-0.32 | $-0.07 |
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 | $185.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $977.1M | $329.4M |
| Total Assets | $1.5B | $918.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | — | ||
| Q4 25 | $361.8M | $185.6M | ||
| Q3 25 | $342.9M | $166.0M | ||
| Q2 25 | $321.2M | $96.7M | ||
| Q1 25 | $307.3M | $84.7M | ||
| Q4 24 | $295.9M | $40.6M | ||
| Q3 24 | $308.2M | $46.9M | ||
| Q2 24 | $311.8M | $40.8M |
| Q1 26 | $977.1M | — | ||
| Q4 25 | $929.6M | $329.4M | ||
| Q3 25 | $937.0M | $317.2M | ||
| Q2 25 | $942.6M | $235.3M | ||
| Q1 25 | $957.0M | $176.9M | ||
| Q4 24 | $965.3M | $132.4M | ||
| Q3 24 | $969.5M | $60.4M | ||
| Q2 24 | $981.2M | $62.7M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $918.5M | ||
| Q3 25 | $1.5B | $964.5M | ||
| Q2 25 | $1.5B | $841.0M | ||
| Q1 25 | $1.4B | $761.9M | ||
| Q4 24 | $1.5B | $655.3M | ||
| Q3 24 | $1.5B | $438.5M | ||
| Q2 24 | $1.5B | $422.4M |
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 | $70.4M |
| Free Cash FlowOCF − Capex | $4.1M | $69.0M |
| FCF MarginFCF / Revenue | 2.4% | 45.5% |
| Capex IntensityCapex / Revenue | 14.3% | 0.9% |
| Cash ConversionOCF / Net Profit | — | 5.95× |
| TTM Free Cash FlowTrailing 4 quarters | $55.2M | $245.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.9M | — | ||
| Q4 25 | $22.4M | $70.4M | ||
| Q3 25 | $28.9M | $99.5M | ||
| Q2 25 | $25.8M | $27.3M | ||
| Q1 25 | $17.3M | $51.0M | ||
| Q4 24 | $5.2M | $54.0K | ||
| Q3 24 | $5.0M | $6.8M | ||
| Q2 24 | $-4.9M | $13.3M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $69.0M | ||
| Q3 25 | $22.9M | $99.2M | ||
| Q2 25 | $15.9M | $26.5M | ||
| Q1 25 | $14.7M | $50.9M | ||
| Q4 24 | $251.0K | $-341.0K | ||
| Q3 24 | $3.0M | $6.2M | ||
| Q2 24 | $-6.7M | $12.7M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | 45.5% | ||
| Q3 25 | 14.5% | 37.0% | ||
| Q2 25 | 10.7% | 10.9% | ||
| Q1 25 | 10.2% | 24.0% | ||
| Q4 24 | 0.2% | -0.1% | ||
| Q3 24 | 2.2% | 7.8% | ||
| Q2 24 | -5.1% | 16.7% |
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 0.9% | ||
| Q3 25 | 3.8% | 0.1% | ||
| Q2 25 | 6.6% | 0.3% | ||
| Q1 25 | 1.8% | 0.0% | ||
| Q4 24 | 3.5% | 0.2% | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 1.3% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.95× | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.40× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
NUTX
| Hospital Division | $143.7M | 95% |
| Population Health Management Division | $8.0M | 5% |
