vs
Side-by-side financial comparison of Fastly, Inc. (FSLY) and OIL STATES INTERNATIONAL, INC (OIS). Click either name above to swap in a different company.
OIL STATES INTERNATIONAL, INC is the larger business by last-quarter revenue ($178.5M vs $173.0M, roughly 1.0× Fastly, Inc.). Fastly, Inc. runs the higher net margin — -11.9% vs -65.7%, a 53.8% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 8.4%). OIL STATES INTERNATIONAL, INC produced more free cash flow last quarter ($47.1M vs $4.1M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs 3.3%).
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.
Oil States International, Inc. is an American multinational corporation. It focuses on providing services to oil and gas companies. It is a public company listed on the New York Stock Exchange.
FSLY vs OIS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $178.5M |
| Net Profit | $-20.5M | $-117.2M |
| Gross Margin | 62.5% | 10.9% |
| Operating Margin | 23.7% | -63.7% |
| Net Margin | -11.9% | -65.7% |
| Revenue YoY | 19.8% | 8.4% |
| Net Profit YoY | 47.6% | -873.2% |
| EPS (diluted) | $-0.13 | $-1.99 |
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 | $178.5M | ||
| Q3 25 | $158.2M | $165.2M | ||
| Q2 25 | $148.7M | $165.4M | ||
| Q1 25 | $144.5M | $159.9M | ||
| Q4 24 | $140.6M | $164.6M | ||
| Q3 24 | $137.2M | $174.3M | ||
| Q2 24 | $132.4M | $186.4M |
| Q1 26 | $-20.5M | — | ||
| Q4 25 | $-15.5M | $-117.2M | ||
| Q3 25 | $-29.5M | $1.9M | ||
| Q2 25 | $-37.5M | $2.8M | ||
| Q1 25 | $-39.1M | $3.2M | ||
| Q4 24 | $-32.9M | $15.2M | ||
| Q3 24 | $-38.0M | $-14.3M | ||
| Q2 24 | $-43.7M | $1.3M |
| Q1 26 | 62.5% | — | ||
| Q4 25 | 61.4% | 10.9% | ||
| Q3 25 | 58.4% | 22.1% | ||
| Q2 25 | 54.5% | 24.2% | ||
| Q1 25 | 53.2% | 23.3% | ||
| Q4 24 | 53.4% | 23.7% | ||
| Q3 24 | 54.5% | 21.7% | ||
| Q2 24 | 55.1% | 23.8% |
| Q1 26 | 23.7% | — | ||
| Q4 25 | -8.7% | -63.7% | ||
| Q3 25 | -18.2% | 2.9% | ||
| Q2 25 | -24.8% | 3.2% | ||
| Q1 25 | -26.4% | 3.5% | ||
| Q4 24 | -24.4% | 11.2% | ||
| Q3 24 | -29.6% | -6.3% | ||
| Q2 24 | -35.3% | 1.1% |
| Q1 26 | -11.9% | — | ||
| Q4 25 | -9.0% | -65.7% | ||
| Q3 25 | -18.6% | 1.2% | ||
| Q2 25 | -25.2% | 1.7% | ||
| Q1 25 | -27.1% | 2.0% | ||
| Q4 24 | -23.4% | 9.2% | ||
| Q3 24 | -27.7% | -8.2% | ||
| Q2 24 | -33.0% | 0.7% |
| Q1 26 | $-0.13 | — | ||
| Q4 25 | $-0.10 | $-1.99 | ||
| Q3 25 | $-0.20 | $0.03 | ||
| Q2 25 | $-0.26 | $0.05 | ||
| Q1 25 | $-0.27 | $0.05 | ||
| Q4 24 | $-0.23 | $0.24 | ||
| Q3 24 | $-0.27 | $-0.23 | ||
| Q2 24 | $-0.32 | $0.02 |
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 | $69.9M |
| Total DebtLower is stronger | — | $1.7M |
| Stockholders' EquityBook value | $977.1M | $573.2M |
| Total Assets | $1.5B | $883.4M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | — | ||
| Q4 25 | $361.8M | $69.9M | ||
| Q3 25 | $342.9M | $67.1M | ||
| Q2 25 | $321.2M | $53.9M | ||
| Q1 25 | $307.3M | $66.8M | ||
| Q4 24 | $295.9M | $65.4M | ||
| Q3 24 | $308.2M | $46.0M | ||
| Q2 24 | $311.8M | $25.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7M | ||
| Q3 25 | — | $1.9M | ||
| Q2 25 | — | $1.9M | ||
| Q1 25 | — | $124.7M | ||
| Q4 24 | — | $124.7M | ||
| Q3 24 | — | $124.6M | ||
| Q2 24 | — | $124.3M |
| Q1 26 | $977.1M | — | ||
| Q4 25 | $929.6M | $573.2M | ||
| Q3 25 | $937.0M | $689.0M | ||
| Q2 25 | $942.6M | $690.6M | ||
| Q1 25 | $957.0M | $683.4M | ||
| Q4 24 | $965.3M | $680.7M | ||
| Q3 24 | $969.5M | $684.8M | ||
| Q2 24 | $981.2M | $690.4M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $883.4M | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.5B | $993.7M | ||
| Q1 25 | $1.4B | $990.7M | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.5B | $994.1M | ||
| Q2 24 | $1.5B | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.18× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.18× |
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 | $50.1M |
| Free Cash FlowOCF − Capex | $4.1M | $47.1M |
| FCF MarginFCF / Revenue | 2.4% | 26.4% |
| Capex IntensityCapex / Revenue | 14.3% | 1.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $55.2M | $73.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.9M | — | ||
| Q4 25 | $22.4M | $50.1M | ||
| Q3 25 | $28.9M | $30.7M | ||
| Q2 25 | $25.8M | $15.0M | ||
| Q1 25 | $17.3M | $9.3M | ||
| Q4 24 | $5.2M | $18.2M | ||
| Q3 24 | $5.0M | $28.8M | ||
| Q2 24 | $-4.9M | $10.2M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $47.1M | ||
| Q3 25 | $22.9M | $22.0M | ||
| Q2 25 | $15.9M | $4.7M | ||
| Q1 25 | $14.7M | $137.0K | ||
| Q4 24 | $251.0K | $4.0M | ||
| Q3 24 | $3.0M | $21.4M | ||
| Q2 24 | $-6.7M | $4.5M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | 26.4% | ||
| Q3 25 | 14.5% | 13.3% | ||
| Q2 25 | 10.7% | 2.8% | ||
| Q1 25 | 10.2% | 0.1% | ||
| Q4 24 | 0.2% | 2.4% | ||
| Q3 24 | 2.2% | 12.3% | ||
| Q2 24 | -5.1% | 2.4% |
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 1.7% | ||
| Q3 25 | 3.8% | 5.3% | ||
| Q2 25 | 6.6% | 6.2% | ||
| Q1 25 | 1.8% | 5.7% | ||
| Q4 24 | 3.5% | 8.6% | ||
| Q3 24 | 1.5% | 4.3% | ||
| Q2 24 | 1.3% | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 16.15× | ||
| Q2 25 | — | 5.33× | ||
| Q1 25 | — | 2.94× | ||
| Q4 24 | — | 1.20× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 7.87× |
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% |
OIS
| Project Driven | $112.6M | 63% |
| Downhole Technologies | $32.1M | 18% |
| Completion And Production Services | $23.1M | 13% |
| Military And Other Products | $10.7M | 6% |
