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Side-by-side financial comparison of GENESCO INC (GCO) and INNOVATE Corp. (VATE). Click either name above to swap in a different company.
GENESCO INC is the larger business by last-quarter revenue ($616.2M vs $382.7M, roughly 1.6× INNOVATE Corp.). GENESCO INC runs the higher net margin — 0.9% vs -1.9%, a 2.8% gap on every dollar of revenue. On growth, INNOVATE Corp. posted the faster year-over-year revenue change (61.7% vs 3.3%). Over the past eight quarters, INNOVATE Corp.'s revenue compounded faster (10.2% CAGR vs -8.7%).
Genesco Inc. is an American publicly owned specialty retailer of branded footwear and accessories and is a wholesaler of branded and licensed footwear based in Nashville, Tennessee. Founded back in 1924 as Jarman Shoe Company, a footwear manufacturer, the company changed its name to General Shoe Corporation in 1933, and became a public company in 1939. By 1957, its stock would be included in the first S&P 500 Index. The company took its current name, Genesco—an acronym derived from its earlie...
Innovate Corp. is an American public financial services company founded in 1994.
GCO vs VATE — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $616.2M | $382.7M |
| Net Profit | $5.4M | $-7.4M |
| Gross Margin | 46.8% | 15.4% |
| Operating Margin | 1.4% | 3.7% |
| Net Margin | 0.9% | -1.9% |
| Revenue YoY | 3.3% | 61.7% |
| Net Profit YoY | 128.3% | 55.4% |
| EPS (diluted) | $0.50 | $-0.57 |
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 | $616.2M | $382.7M | ||
| Q3 25 | $546.0M | $347.1M | ||
| Q2 25 | $474.0M | $242.0M | ||
| Q1 25 | $745.9M | $274.2M | ||
| Q4 24 | $596.3M | $236.6M | ||
| Q3 24 | $525.2M | $242.2M | ||
| Q2 24 | $457.6M | $313.1M | ||
| Q1 24 | $739.0M | $315.2M |
| Q4 25 | $5.4M | $-7.4M | ||
| Q3 25 | $-18.5M | $-8.9M | ||
| Q2 25 | $-21.2M | $-19.8M | ||
| Q1 25 | $34.4M | $-24.5M | ||
| Q4 24 | $-18.9M | $-16.6M | ||
| Q3 24 | $-10.0M | $-15.0M | ||
| Q2 24 | $-24.3M | $14.4M | ||
| Q1 24 | $27.2M | $-17.4M |
| Q4 25 | 46.8% | 15.4% | ||
| Q3 25 | 45.8% | 14.3% | ||
| Q2 25 | 46.7% | 18.8% | ||
| Q1 25 | 46.9% | 16.6% | ||
| Q4 24 | 47.8% | 19.6% | ||
| Q3 24 | 46.8% | 19.9% | ||
| Q2 24 | 47.3% | 21.0% | ||
| Q1 24 | 46.3% | 15.4% |
| Q4 25 | 1.4% | 3.7% | ||
| Q3 25 | -2.6% | 1.8% | ||
| Q2 25 | -5.9% | 2.0% | ||
| Q1 25 | 6.2% | 1.2% | ||
| Q4 24 | 1.7% | 1.1% | ||
| Q3 24 | -2.0% | 2.4% | ||
| Q2 24 | -7.0% | 9.2% | ||
| Q1 24 | 5.0% | 0.9% |
| Q4 25 | 0.9% | -1.9% | ||
| Q3 25 | -3.4% | -2.6% | ||
| Q2 25 | -4.5% | -8.2% | ||
| Q1 25 | 4.6% | -8.9% | ||
| Q4 24 | -3.2% | -7.0% | ||
| Q3 24 | -1.9% | -6.2% | ||
| Q2 24 | -5.3% | 4.6% | ||
| Q1 24 | 3.7% | -5.5% |
| Q4 25 | $0.50 | $-0.57 | ||
| Q3 25 | $-1.79 | $-0.71 | ||
| Q2 25 | $-2.02 | $-1.67 | ||
| Q1 25 | $3.16 | $-1.89 | ||
| Q4 24 | $-1.76 | $-0.72 | ||
| Q3 24 | $-0.91 | $-1.18 | ||
| Q2 24 | $-2.23 | $1.03 | ||
| Q1 24 | $2.29 | $-2.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $27.0M | $112.1M |
| Total DebtLower is stronger | $89.5M | $80.3M |
| Stockholders' EquityBook value | $513.8M | $-240.1M |
| Total Assets | $1.5B | $950.1M |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $27.0M | $112.1M | ||
| Q3 25 | $41.0M | $35.5M | ||
| Q2 25 | $21.7M | $33.4M | ||
| Q1 25 | $34.0M | $33.3M | ||
| Q4 24 | $33.6M | $48.8M | ||
| Q3 24 | $45.9M | $51.0M | ||
| Q2 24 | $19.2M | $80.2M | ||
| Q1 24 | $35.2M | $38.4M |
| Q4 25 | $89.5M | $80.3M | ||
| Q3 25 | $71.0M | $97.3M | ||
| Q2 25 | $121.0M | $160.1M | ||
| Q1 25 | $0 | $139.9M | ||
| Q4 24 | $100.1M | $500.6M | ||
| Q3 24 | $77.8M | $502.4M | ||
| Q2 24 | $59.4M | $638.3M | ||
| Q1 24 | $34.7M | $641.5M |
| Q4 25 | $513.8M | $-240.1M | ||
| Q3 25 | $506.4M | $-233.3M | ||
| Q2 25 | $522.2M | $-224.8M | ||
| Q1 25 | $547.0M | $-204.2M | ||
| Q4 24 | $516.9M | $-180.4M | ||
| Q3 24 | $532.6M | $-163.1M | ||
| Q2 24 | $548.5M | $-149.0M | ||
| Q1 24 | $571.2M | $-184.4M |
| Q4 25 | $1.5B | $950.1M | ||
| Q3 25 | $1.4B | $913.2M | ||
| Q2 25 | $1.4B | $890.9M | ||
| Q1 25 | $1.3B | $868.0M | ||
| Q4 24 | $1.4B | $891.1M | ||
| Q3 24 | $1.4B | $897.2M | ||
| Q2 24 | $1.3B | $898.9M | ||
| Q1 24 | $1.3B | $943.5M |
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.19× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.11× | — | ||
| Q1 24 | 0.06× | — |
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 | $-12.9M | $101.1M |
| Free Cash FlowOCF − Capex | $-31.5M | — |
| FCF MarginFCF / Revenue | -5.1% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | -2.41× | — |
| TTM Free Cash FlowTrailing 4 quarters | $23.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-12.9M | $101.1M | ||
| Q3 25 | $86.3M | $19.2M | ||
| Q2 25 | $-101.0M | $40.4M | ||
| Q1 25 | $117.0M | $-14.1M | ||
| Q4 24 | $-23.1M | $41.4M | ||
| Q3 24 | $27.7M | $-28.4M | ||
| Q2 24 | $-33.7M | $21.5M | ||
| Q1 24 | $118.3M | $-25.4M |
| Q4 25 | $-31.5M | — | ||
| Q3 25 | $71.7M | $19.0M | ||
| Q2 25 | $-119.9M | — | ||
| Q1 25 | $103.3M | $-18.8M | ||
| Q4 24 | $-36.2M | $34.2M | ||
| Q3 24 | $19.8M | $-31.5M | ||
| Q2 24 | $-40.1M | $18.4M | ||
| Q1 24 | $107.8M | $-31.0M |
| Q4 25 | -5.1% | — | ||
| Q3 25 | 13.1% | 5.5% | ||
| Q2 25 | -25.3% | — | ||
| Q1 25 | 13.8% | -6.9% | ||
| Q4 24 | -6.1% | 14.5% | ||
| Q3 24 | 3.8% | -13.0% | ||
| Q2 24 | -8.8% | 5.9% | ||
| Q1 24 | 14.6% | -9.8% |
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.7% | 0.1% | ||
| Q2 25 | 4.0% | — | ||
| Q1 25 | 1.8% | 1.7% | ||
| Q4 24 | 2.2% | 3.0% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | 1.4% | 1.0% | ||
| Q1 24 | 1.4% | 1.8% |
| Q4 25 | -2.41× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.40× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.49× | ||
| Q1 24 | 4.35× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GCO
| Journeys Group Segment | $376.7M | 61% |
| Schuh Group Segment | $123.8M | 20% |
| Johnston And Murphy Group Segment | $81.2M | 13% |
| Genesco Brands Segment | $34.6M | 6% |
| Store Restructuring | $3.9M | 1% |
VATE
| Commercial Revenue | $126.1M | 33% |
| Industrial Revenue | $87.5M | 23% |
| Transportation Revenue | $58.4M | 15% |
| Healthcare Revenue | $48.4M | 13% |
| Government Revenue | $44.3M | 12% |
| Energy Revenue | $8.0M | 2% |
| Broadcast Station Revenue | $5.7M | 1% |
| Systems And Consumables Revenue | $3.1M | 1% |
| Leisure Revenue | $200.0K | 0% |
