vs
Side-by-side financial comparison of GENCOR INDUSTRIES INC (GENC) and ON24 INC. (ONTF). Click either name above to swap in a different company.
ON24 INC. is the larger business by last-quarter revenue ($34.6M vs $23.6M, roughly 1.5× GENCOR INDUSTRIES INC). GENCOR INDUSTRIES INC runs the higher net margin — 14.6% vs -18.8%, a 33.4% gap on every dollar of revenue. On growth, ON24 INC. posted the faster year-over-year revenue change (-5.6% vs -25.0%). GENCOR INDUSTRIES INC produced more free cash flow last quarter ($10.1M vs $-2.2M). Over the past eight quarters, ON24 INC.'s revenue compounded faster (-4.2% CAGR vs -23.9%).
Gencor Industries Inc is a leading manufacturer of heavy construction and infrastructure equipment, specializing in asphalt production plants, thermal combustion systems, and supporting road-building machinery. It primarily serves North American and global construction markets, supplying products to both public sector infrastructure projects and private commercial construction operators.
ON24 Inc., a San Francisco-based company, is a cloud-based platform that develops and sells web-based webinar, virtual conferencing, content hub, and landing page applications as a service for marketing and sales teams in B2B organizations. In 2023 it expanded its offerings to include generative AI services.
GENC vs ONTF — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $23.6M | $34.6M |
| Net Profit | $3.4M | $-6.5M |
| Gross Margin | 28.7% | 74.9% |
| Operating Margin | 13.2% | -23.5% |
| Net Margin | 14.6% | -18.8% |
| Revenue YoY | -25.0% | -5.6% |
| Net Profit YoY | -9.8% | 26.8% |
| EPS (diluted) | $0.23 | $-0.15 |
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 | $23.6M | $34.6M | ||
| Q3 25 | $18.8M | $34.6M | ||
| Q2 25 | $27.0M | $35.3M | ||
| Q1 25 | $38.2M | $34.7M | ||
| Q4 24 | $31.4M | $36.7M | ||
| Q3 24 | $20.9M | $36.3M | ||
| Q2 24 | $25.6M | $37.3M | ||
| Q1 24 | $40.7M | $37.7M |
| Q4 25 | $3.4M | $-6.5M | ||
| Q3 25 | $1.9M | $-6.4M | ||
| Q2 25 | $3.8M | $-7.3M | ||
| Q1 25 | $6.1M | $-8.7M | ||
| Q4 24 | $3.8M | $-8.9M | ||
| Q3 24 | $1.5M | $-11.4M | ||
| Q2 24 | $2.6M | $-11.2M | ||
| Q1 24 | $6.2M | $-10.7M |
| Q4 25 | 28.7% | 74.9% | ||
| Q3 25 | 24.2% | 74.7% | ||
| Q2 25 | 26.5% | 75.1% | ||
| Q1 25 | 29.7% | 73.8% | ||
| Q4 24 | 27.6% | 74.5% | ||
| Q3 24 | 25.6% | 74.3% | ||
| Q2 24 | 23.9% | 74.5% | ||
| Q1 24 | 30.3% | 74.1% |
| Q4 25 | 13.2% | -23.5% | ||
| Q3 25 | -1.2% | -23.1% | ||
| Q2 25 | 11.6% | -26.0% | ||
| Q1 25 | 17.0% | -30.1% | ||
| Q4 24 | 14.7% | -32.1% | ||
| Q3 24 | 5.9% | -36.7% | ||
| Q2 24 | 7.8% | -35.0% | ||
| Q1 24 | 17.4% | -33.1% |
| Q4 25 | 14.6% | -18.8% | ||
| Q3 25 | 10.2% | -18.4% | ||
| Q2 25 | 14.2% | -20.6% | ||
| Q1 25 | 16.0% | -25.1% | ||
| Q4 24 | 12.1% | -24.2% | ||
| Q3 24 | 6.9% | -31.4% | ||
| Q2 24 | 10.0% | -29.9% | ||
| Q1 24 | 15.3% | -28.4% |
| Q4 25 | $0.23 | $-0.15 | ||
| Q3 25 | $0.13 | $-0.15 | ||
| Q2 25 | $0.26 | $-0.17 | ||
| Q1 25 | $0.42 | $-0.21 | ||
| Q4 24 | $0.26 | $-0.21 | ||
| Q3 24 | $0.10 | $-0.27 | ||
| Q2 24 | $0.17 | $-0.27 | ||
| Q1 24 | $0.42 | $-0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $147.7M | $37.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $215.2M | $139.4M |
| Total Assets | $228.9M | $228.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $147.7M | $37.0M | ||
| Q3 25 | $136.3M | $47.2M | ||
| Q2 25 | $136.0M | $37.7M | ||
| Q1 25 | $143.7M | $26.8M | ||
| Q4 24 | $130.1M | $14.9M | ||
| Q3 24 | $115.4M | $11.0M | ||
| Q2 24 | $116.6M | $15.5M | ||
| Q1 24 | $117.1M | $18.3M |
| Q4 25 | — | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $215.2M | $139.4M | ||
| Q3 25 | $211.8M | $144.3M | ||
| Q2 25 | $209.9M | $150.0M | ||
| Q1 25 | $206.1M | $153.7M | ||
| Q4 24 | $200.0M | $159.4M | ||
| Q3 24 | $196.1M | $164.9M | ||
| Q2 24 | $194.7M | $170.8M | ||
| Q1 24 | $192.1M | $174.4M |
| Q4 25 | $228.9M | $228.4M | ||
| Q3 25 | $222.6M | $224.8M | ||
| Q2 25 | $220.2M | $235.1M | ||
| Q1 25 | $223.9M | $245.8M | ||
| Q4 24 | $218.2M | $251.0M | ||
| Q3 24 | $208.1M | $250.9M | ||
| Q2 24 | $201.8M | $259.0M | ||
| Q1 24 | $206.0M | $269.2M |
| Q4 25 | — | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $11.1M | $-1.1M |
| Free Cash FlowOCF − Capex | $10.1M | $-2.2M |
| FCF MarginFCF / Revenue | 43.0% | -6.4% |
| Capex IntensityCapex / Revenue | 4.1% | 3.3% |
| Cash ConversionOCF / Net Profit | 3.23× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-3.2M | $4.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.1M | $-1.1M | ||
| Q3 25 | $-275.0K | $2.5M | ||
| Q2 25 | $-23.9M | $2.6M | ||
| Q1 25 | $12.4M | $3.4M | ||
| Q4 24 | $14.8M | $985.0K | ||
| Q3 24 | $-3.2M | $295.0K | ||
| Q2 24 | $-1.0M | $1.4M | ||
| Q1 24 | $11.7M | $2.1M |
| Q4 25 | $10.1M | $-2.2M | ||
| Q3 25 | $-1.3M | $2.2M | ||
| Q2 25 | $-24.4M | $2.1M | ||
| Q1 25 | $12.3M | $1.9M | ||
| Q4 24 | $14.5M | $424.0K | ||
| Q3 24 | $-3.3M | $143.0K | ||
| Q2 24 | $-1.4M | $898.0K | ||
| Q1 24 | $11.7M | $1.1M |
| Q4 25 | 43.0% | -6.4% | ||
| Q3 25 | -6.8% | 6.2% | ||
| Q2 25 | -90.4% | 5.9% | ||
| Q1 25 | 32.2% | 5.6% | ||
| Q4 24 | 46.1% | 1.2% | ||
| Q3 24 | -15.8% | 0.4% | ||
| Q2 24 | -5.6% | 2.4% | ||
| Q1 24 | 28.7% | 2.9% |
| Q4 25 | 4.1% | 3.3% | ||
| Q3 25 | 5.4% | 1.1% | ||
| Q2 25 | 1.8% | 1.4% | ||
| Q1 25 | 0.4% | 4.2% | ||
| Q4 24 | 1.0% | 1.5% | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 1.5% | 1.3% | ||
| Q1 24 | 0.0% | 2.8% |
| Q4 25 | 3.23× | — | ||
| Q3 25 | -0.14× | — | ||
| Q2 25 | -6.24× | — | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 3.88× | — | ||
| Q3 24 | -2.22× | — | ||
| Q2 24 | -0.41× | — | ||
| Q1 24 | 1.87× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
