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Side-by-side financial comparison of Fastly, Inc. (FSLY) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
UNIVERSAL TECHNICAL INSTITUTE INC is the larger business by last-quarter revenue ($220.8M vs $172.6M, roughly 1.3× Fastly, Inc.). UNIVERSAL TECHNICAL INSTITUTE INC runs the higher net margin — 5.8% vs -9.0%, a 14.8% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 9.6%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $-19.2M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 9.5%).
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.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
FSLY vs UTI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $220.8M |
| Net Profit | $-15.5M | $12.8M |
| Gross Margin | 61.4% | — |
| Operating Margin | -8.7% | 7.1% |
| Net Margin | -9.0% | 5.8% |
| Revenue YoY | 22.8% | 9.6% |
| Net Profit YoY | 52.9% | -42.1% |
| EPS (diluted) | $-0.10 | $0.23 |
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 | $220.8M | ||
| Q3 25 | $158.2M | $222.4M | ||
| Q2 25 | $148.7M | $204.3M | ||
| Q1 25 | $144.5M | $207.4M | ||
| Q4 24 | $140.6M | $201.4M | ||
| Q3 24 | $137.2M | $196.4M | ||
| Q2 24 | $132.4M | $177.5M | ||
| Q1 24 | $133.5M | $184.2M |
| Q4 25 | $-15.5M | $12.8M | ||
| Q3 25 | $-29.5M | $18.8M | ||
| Q2 25 | $-37.5M | $10.7M | ||
| Q1 25 | $-39.1M | $11.4M | ||
| Q4 24 | $-32.9M | $22.2M | ||
| Q3 24 | $-38.0M | $18.8M | ||
| Q2 24 | $-43.7M | $5.0M | ||
| Q1 24 | $-43.4M | $7.8M |
| Q4 25 | 61.4% | — | ||
| Q3 25 | 58.4% | — | ||
| Q2 25 | 54.5% | — | ||
| Q1 25 | 53.2% | — | ||
| Q4 24 | 53.4% | — | ||
| Q3 24 | 54.5% | — | ||
| Q2 24 | 55.1% | — | ||
| Q1 24 | 54.8% | — |
| Q4 25 | -8.7% | 7.1% | ||
| Q3 25 | -18.2% | 11.2% | ||
| Q2 25 | -24.8% | 6.9% | ||
| Q1 25 | -26.4% | 8.1% | ||
| Q4 24 | -24.4% | 13.6% | ||
| Q3 24 | -29.6% | 13.3% | ||
| Q2 24 | -35.3% | 4.2% | ||
| Q1 24 | -34.6% | 6.1% |
| Q4 25 | -9.0% | 5.8% | ||
| Q3 25 | -18.6% | 8.4% | ||
| Q2 25 | -25.2% | 5.2% | ||
| Q1 25 | -27.1% | 5.5% | ||
| Q4 24 | -23.4% | 11.0% | ||
| Q3 24 | -27.7% | 9.6% | ||
| Q2 24 | -33.0% | 2.8% | ||
| Q1 24 | -32.5% | 4.2% |
| Q4 25 | $-0.10 | $0.23 | ||
| Q3 25 | $-0.20 | $0.33 | ||
| Q2 25 | $-0.26 | $0.19 | ||
| Q1 25 | $-0.27 | $0.21 | ||
| Q4 24 | $-0.23 | $0.40 | ||
| Q3 24 | $-0.27 | $0.35 | ||
| Q2 24 | $-0.32 | $0.09 | ||
| Q1 24 | $-0.32 | $0.14 |
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 | $162.8M |
| Total DebtLower is stronger | — | $101.4M |
| Stockholders' EquityBook value | $929.6M | $335.9M |
| Total Assets | $1.5B | $834.0M |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $162.8M | ||
| Q3 25 | $342.9M | $169.1M | ||
| Q2 25 | $321.2M | $70.7M | ||
| Q1 25 | $307.3M | $96.0M | ||
| Q4 24 | $295.9M | $172.0M | ||
| Q3 24 | $308.2M | $161.9M | ||
| Q2 24 | $311.8M | $115.5M | ||
| Q1 24 | $329.5M | $116.1M |
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M | ||
| Q2 24 | — | $137.3M | ||
| Q1 24 | — | $141.9M |
| Q4 25 | $929.6M | $335.9M | ||
| Q3 25 | $937.0M | $328.1M | ||
| Q2 25 | $942.6M | $306.8M | ||
| Q1 25 | $957.0M | $293.9M | ||
| Q4 24 | $965.3M | $280.0M | ||
| Q3 24 | $969.5M | $260.2M | ||
| Q2 24 | $981.2M | $239.4M | ||
| Q1 24 | $991.8M | $232.6M |
| Q4 25 | $1.5B | $834.0M | ||
| Q3 25 | $1.5B | $826.1M | ||
| Q2 25 | $1.5B | $740.8M | ||
| Q1 25 | $1.4B | $720.4M | ||
| Q4 24 | $1.5B | $753.8M | ||
| Q3 24 | $1.5B | $744.6M | ||
| Q2 24 | $1.5B | $706.0M | ||
| Q1 24 | $1.5B | $702.1M |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.61× |
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 | $3.1M |
| Free Cash FlowOCF − Capex | $12.2M | $-19.2M |
| FCF MarginFCF / Revenue | 7.1% | -8.7% |
| Capex IntensityCapex / Revenue | 5.9% | 10.1% |
| Cash ConversionOCF / Net Profit | — | 0.24× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $16.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $3.1M | ||
| Q3 25 | $28.9M | $57.1M | ||
| Q2 25 | $25.8M | $18.1M | ||
| Q1 25 | $17.3M | $-789.0K | ||
| Q4 24 | $5.2M | $23.0M | ||
| Q3 24 | $5.0M | $67.5M | ||
| Q2 24 | $-4.9M | $10.0M | ||
| Q1 24 | $11.1M | $-2.5M |
| Q4 25 | $12.2M | $-19.2M | ||
| Q3 25 | $22.9M | $40.6M | ||
| Q2 25 | $15.9M | $6.8M | ||
| Q1 25 | $14.7M | $-11.7M | ||
| Q4 24 | $251.0K | $19.6M | ||
| Q3 24 | $3.0M | $60.0M | ||
| Q2 24 | $-6.7M | $3.0M | ||
| Q1 24 | $9.5M | $-8.4M |
| Q4 25 | 7.1% | -8.7% | ||
| Q3 25 | 14.5% | 18.3% | ||
| Q2 25 | 10.7% | 3.4% | ||
| Q1 25 | 10.2% | -5.7% | ||
| Q4 24 | 0.2% | 9.7% | ||
| Q3 24 | 2.2% | 30.6% | ||
| Q2 24 | -5.1% | 1.7% | ||
| Q1 24 | 7.1% | -4.6% |
| Q4 25 | 5.9% | 10.1% | ||
| Q3 25 | 3.8% | 7.4% | ||
| Q2 25 | 6.6% | 5.5% | ||
| Q1 25 | 1.8% | 5.3% | ||
| Q4 24 | 3.5% | 1.7% | ||
| Q3 24 | 1.5% | 3.8% | ||
| Q2 24 | 1.3% | 4.0% | ||
| Q1 24 | 1.2% | 3.2% |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 3.04× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | -0.07× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 3.58× | ||
| Q2 24 | — | 2.01× | ||
| Q1 24 | — | -0.32× |
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% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
