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Side-by-side financial comparison of Fastly, Inc. (FSLY) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $172.6M, roughly 1.2× Fastly, Inc.). ROGERS CORP runs the higher net margin — 2.2% vs -9.0%, a 11.2% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 5.2%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $1.1M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% 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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
FSLY vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $200.5M |
| Net Profit | $-15.5M | $4.5M |
| Gross Margin | 61.4% | 32.2% |
| Operating Margin | -8.7% | — |
| Net Margin | -9.0% | 2.2% |
| Revenue YoY | 22.8% | 5.2% |
| Net Profit YoY | 52.9% | 421.4% |
| EPS (diluted) | $-0.10 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $172.6M | $201.5M | ||
| Q3 25 | $158.2M | $216.0M | ||
| Q2 25 | $148.7M | $202.8M | ||
| Q1 25 | $144.5M | $190.5M | ||
| Q4 24 | $140.6M | $192.2M | ||
| Q3 24 | $137.2M | $210.3M | ||
| Q2 24 | $132.4M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-15.5M | $4.6M | ||
| Q3 25 | $-29.5M | $8.6M | ||
| Q2 25 | $-37.5M | $-73.6M | ||
| Q1 25 | $-39.1M | $-1.4M | ||
| Q4 24 | $-32.9M | $-500.0K | ||
| Q3 24 | $-38.0M | $10.7M | ||
| Q2 24 | $-43.7M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 61.4% | 31.5% | ||
| Q3 25 | 58.4% | 33.5% | ||
| Q2 25 | 54.5% | 31.6% | ||
| Q1 25 | 53.2% | 29.9% | ||
| Q4 24 | 53.4% | 32.1% | ||
| Q3 24 | 54.5% | 35.2% | ||
| Q2 24 | 55.1% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | -8.7% | 3.5% | ||
| Q3 25 | -18.2% | 7.3% | ||
| Q2 25 | -24.8% | -33.3% | ||
| Q1 25 | -26.4% | -0.2% | ||
| Q4 24 | -24.4% | -6.6% | ||
| Q3 24 | -29.6% | 6.9% | ||
| Q2 24 | -35.3% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -9.0% | 2.3% | ||
| Q3 25 | -18.6% | 4.0% | ||
| Q2 25 | -25.2% | -36.3% | ||
| Q1 25 | -27.1% | -0.7% | ||
| Q4 24 | -23.4% | -0.3% | ||
| Q3 24 | -27.7% | 5.1% | ||
| Q2 24 | -33.0% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.10 | $0.20 | ||
| Q3 25 | $-0.20 | $0.48 | ||
| Q2 25 | $-0.26 | $-4.00 | ||
| Q1 25 | $-0.27 | $-0.08 | ||
| Q4 24 | $-0.23 | $-0.04 | ||
| Q3 24 | $-0.27 | $0.58 | ||
| Q2 24 | $-0.32 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $1.2B |
| Total Assets | $1.5B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $361.8M | $197.0M | ||
| Q3 25 | $342.9M | $167.8M | ||
| Q2 25 | $321.2M | $157.2M | ||
| Q1 25 | $307.3M | $175.6M | ||
| Q4 24 | $295.9M | $159.8M | ||
| Q3 24 | $308.2M | $146.4M | ||
| Q2 24 | $311.8M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $929.6M | $1.2B | ||
| Q3 25 | $937.0M | $1.2B | ||
| Q2 25 | $942.6M | $1.2B | ||
| Q1 25 | $957.0M | $1.3B | ||
| Q4 24 | $965.3M | $1.3B | ||
| Q3 24 | $969.5M | $1.3B | ||
| Q2 24 | $981.2M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| 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 | $1.5B |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $12.2M | $1.1M |
| FCF MarginFCF / Revenue | 7.1% | 0.5% |
| Capex IntensityCapex / Revenue | 5.9% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $22.4M | $46.9M | ||
| Q3 25 | $28.9M | $28.9M | ||
| Q2 25 | $25.8M | $13.7M | ||
| Q1 25 | $17.3M | $11.7M | ||
| Q4 24 | $5.2M | $33.7M | ||
| Q3 24 | $5.0M | $42.4M | ||
| Q2 24 | $-4.9M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $12.2M | $42.2M | ||
| Q3 25 | $22.9M | $21.2M | ||
| Q2 25 | $15.9M | $5.6M | ||
| Q1 25 | $14.7M | $2.1M | ||
| Q4 24 | $251.0K | $18.3M | ||
| Q3 24 | $3.0M | $25.2M | ||
| Q2 24 | $-6.7M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 7.1% | 20.9% | ||
| Q3 25 | 14.5% | 9.8% | ||
| Q2 25 | 10.7% | 2.8% | ||
| Q1 25 | 10.2% | 1.1% | ||
| Q4 24 | 0.2% | 9.5% | ||
| Q3 24 | 2.2% | 12.0% | ||
| Q2 24 | -5.1% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.9% | 2.3% | ||
| Q3 25 | 3.8% | 3.6% | ||
| Q2 25 | 6.6% | 4.0% | ||
| Q1 25 | 1.8% | 5.0% | ||
| Q4 24 | 3.5% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 1.3% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
Segment breakdown not available.
