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Side-by-side financial comparison of Fastly, Inc. (FSLY) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
OXFORD INDUSTRIES INC is the larger business by last-quarter revenue ($307.3M vs $172.6M, roughly 1.8× Fastly, Inc.). Fastly, Inc. runs the higher net margin — -9.0% vs -20.7%, a 11.7% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -0.2%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $-47.9M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs -3.0%).
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.
Oxford Industries, Inc. is a publicly traded clothing company in the United States that specializes in high-end clothing and apparel. The company carries many major labels, including Tommy Bahama, Lilly Pulitzer, Johnny Was and Southern Tide.
FSLY vs OXM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $307.3M |
| Net Profit | $-15.5M | $-63.7M |
| Gross Margin | 61.4% | 60.3% |
| Operating Margin | -8.7% | -27.7% |
| Net Margin | -9.0% | -20.7% |
| Revenue YoY | 22.8% | -0.2% |
| Net Profit YoY | 52.9% | -1517.6% |
| EPS (diluted) | $-0.10 | $-4.28 |
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 | $307.3M | ||
| Q3 25 | $158.2M | $403.1M | ||
| Q2 25 | $148.7M | $392.9M | ||
| Q1 25 | $144.5M | — | ||
| Q4 24 | $140.6M | $308.0M | ||
| Q3 24 | $137.2M | $419.9M | ||
| Q2 24 | $132.4M | $398.2M | ||
| Q1 24 | $133.5M | $404.4M |
| Q4 25 | $-15.5M | $-63.7M | ||
| Q3 25 | $-29.5M | $16.7M | ||
| Q2 25 | $-37.5M | $26.2M | ||
| Q1 25 | $-39.1M | — | ||
| Q4 24 | $-32.9M | $-3.9M | ||
| Q3 24 | $-38.0M | $40.6M | ||
| Q2 24 | $-43.7M | $38.4M | ||
| Q1 24 | $-43.4M | $-60.1M |
| Q4 25 | 61.4% | 60.3% | ||
| Q3 25 | 58.4% | 61.4% | ||
| Q2 25 | 54.5% | 64.2% | ||
| Q1 25 | 53.2% | — | ||
| Q4 24 | 53.4% | 63.1% | ||
| Q3 24 | 54.5% | 63.1% | ||
| Q2 24 | 55.1% | 64.9% | ||
| Q1 24 | 54.8% | 60.9% |
| Q4 25 | -8.7% | -27.7% | ||
| Q3 25 | -18.2% | 6.3% | ||
| Q2 25 | -24.8% | 9.2% | ||
| Q1 25 | -26.4% | — | ||
| Q4 24 | -24.4% | -2.0% | ||
| Q3 24 | -29.6% | 12.5% | ||
| Q2 24 | -35.3% | 13.2% | ||
| Q1 24 | -34.6% | -20.1% |
| Q4 25 | -9.0% | -20.7% | ||
| Q3 25 | -18.6% | 4.1% | ||
| Q2 25 | -25.2% | 6.7% | ||
| Q1 25 | -27.1% | — | ||
| Q4 24 | -23.4% | -1.3% | ||
| Q3 24 | -27.7% | 9.7% | ||
| Q2 24 | -33.0% | 9.6% | ||
| Q1 24 | -32.5% | -14.9% |
| Q4 25 | $-0.10 | $-4.28 | ||
| Q3 25 | $-0.20 | $1.12 | ||
| Q2 25 | $-0.26 | $1.70 | ||
| Q1 25 | $-0.27 | — | ||
| Q4 24 | $-0.23 | $-0.25 | ||
| Q3 24 | $-0.27 | $2.57 | ||
| Q2 24 | $-0.32 | $2.42 | ||
| Q1 24 | $-0.32 | $-3.72 |
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 | $8.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $528.0M |
| Total Assets | $1.5B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $8.0M | ||
| Q3 25 | $342.9M | $6.9M | ||
| Q2 25 | $321.2M | $8.2M | ||
| Q1 25 | $307.3M | — | ||
| Q4 24 | $295.9M | $7.0M | ||
| Q3 24 | $308.2M | $18.4M | ||
| Q2 24 | $311.8M | $7.7M | ||
| Q1 24 | $329.5M | $7.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $29.0M |
| Q4 25 | $929.6M | $528.0M | ||
| Q3 25 | $937.0M | $597.1M | ||
| Q2 25 | $942.6M | $592.4M | ||
| Q1 25 | $957.0M | — | ||
| Q4 24 | $965.3M | $612.2M | ||
| Q3 24 | $969.5M | $621.6M | ||
| Q2 24 | $981.2M | $592.9M | ||
| Q1 24 | $991.8M | $560.9M |
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.5B | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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 | $-9.1M |
| Free Cash FlowOCF − Capex | $12.2M | $-47.9M |
| FCF MarginFCF / Revenue | 7.1% | -15.6% |
| Capex IntensityCapex / Revenue | 5.9% | 12.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $-9.1M | ||
| Q3 25 | $28.9M | $83.5M | ||
| Q2 25 | $25.8M | $-3.9M | ||
| Q1 25 | $17.3M | — | ||
| Q4 24 | $5.2M | $-18.2M | ||
| Q3 24 | $5.0M | $88.8M | ||
| Q2 24 | $-4.9M | $32.9M | ||
| Q1 24 | $11.1M | $74.9M |
| Q4 25 | $12.2M | $-47.9M | ||
| Q3 25 | $22.9M | $52.3M | ||
| Q2 25 | $15.9M | $-27.4M | ||
| Q1 25 | $14.7M | — | ||
| Q4 24 | $251.0K | $-56.9M | ||
| Q3 24 | $3.0M | $47.2M | ||
| Q2 24 | $-6.7M | $21.0M | ||
| Q1 24 | $9.5M | $55.3M |
| Q4 25 | 7.1% | -15.6% | ||
| Q3 25 | 14.5% | 13.0% | ||
| Q2 25 | 10.7% | -7.0% | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 0.2% | -18.5% | ||
| Q3 24 | 2.2% | 11.2% | ||
| Q2 24 | -5.1% | 5.3% | ||
| Q1 24 | 7.1% | 13.7% |
| Q4 25 | 5.9% | 12.6% | ||
| Q3 25 | 3.8% | 7.7% | ||
| Q2 25 | 6.6% | 6.0% | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 3.5% | 12.6% | ||
| Q3 24 | 1.5% | 9.9% | ||
| Q2 24 | 1.3% | 3.0% | ||
| Q1 24 | 1.2% | 4.8% |
| Q4 25 | — | — | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.19× | ||
| Q2 24 | — | 0.86× | ||
| Q1 24 | — | — |
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% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
