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Side-by-side financial comparison of GENCOR INDUSTRIES INC (GENC) and Owlet, Inc. (OWLT). Click either name above to swap in a different company.
Owlet, Inc. is the larger business by last-quarter revenue ($26.6M vs $23.6M, roughly 1.1× GENCOR INDUSTRIES INC). GENCOR INDUSTRIES INC runs the higher net margin — 14.6% vs -34.6%, a 49.2% gap on every dollar of revenue. On growth, Owlet, Inc. posted the faster year-over-year revenue change (29.6% vs -25.0%). GENCOR INDUSTRIES INC produced more free cash flow last quarter ($10.1M vs $-651.0K). Over the past eight quarters, Owlet, Inc.'s revenue compounded faster (34.2% 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.
Owlet, Inc. is a pediatric health technology firm that develops smart wearable monitoring products for infants, most notably its signature smart sock that tracks real-time heart rate, oxygen levels, and sleep metrics. It serves global consumer markets across North America, Europe, and Asia-Pacific, distributing products via direct-to-consumer e-commerce and partnered retail outlets, focused on supporting parental peace of mind and infant health safety.
GENC vs OWLT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $23.6M | $26.6M |
| Net Profit | $3.4M | $-9.2M |
| Gross Margin | 28.7% | 47.6% |
| Operating Margin | 13.2% | -18.4% |
| Net Margin | 14.6% | -34.6% |
| Revenue YoY | -25.0% | 29.6% |
| Net Profit YoY | -9.8% | -1.5% |
| EPS (diluted) | $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 | $23.6M | $26.6M | ||
| Q3 25 | $18.8M | $32.0M | ||
| Q2 25 | $27.0M | $26.1M | ||
| Q1 25 | $38.2M | $21.1M | ||
| Q4 24 | $31.4M | $20.5M | ||
| Q3 24 | $20.9M | $22.1M | ||
| Q2 24 | $25.6M | $20.7M | ||
| Q1 24 | $40.7M | $14.8M |
| Q4 25 | $3.4M | $-9.2M | ||
| Q3 25 | $1.9M | $4.1M | ||
| Q2 25 | $3.8M | $-37.6M | ||
| Q1 25 | $6.1M | $3.0M | ||
| Q4 24 | $3.8M | $-9.1M | ||
| Q3 24 | $1.5M | $-5.6M | ||
| Q2 24 | $2.6M | $-1.1M | ||
| Q1 24 | $6.2M | $3.3M |
| Q4 25 | 28.7% | 47.6% | ||
| Q3 25 | 24.2% | 50.6% | ||
| Q2 25 | 26.5% | 51.3% | ||
| Q1 25 | 29.7% | 53.7% | ||
| Q4 24 | 27.6% | 53.5% | ||
| Q3 24 | 25.6% | 52.2% | ||
| Q2 24 | 23.9% | 49.5% | ||
| Q1 24 | 30.3% | 44.4% |
| Q4 25 | 13.2% | -18.4% | ||
| Q3 25 | -1.2% | 3.8% | ||
| Q2 25 | 11.6% | -7.4% | ||
| Q1 25 | 17.0% | -12.7% | ||
| Q4 24 | 14.7% | -36.2% | ||
| Q3 24 | 5.9% | -21.8% | ||
| Q2 24 | 7.8% | -10.8% | ||
| Q1 24 | 17.4% | -39.0% |
| Q4 25 | 14.6% | -34.6% | ||
| Q3 25 | 10.2% | 12.9% | ||
| Q2 25 | 14.2% | -144.4% | ||
| Q1 25 | 16.0% | 14.3% | ||
| Q4 24 | 12.1% | -44.2% | ||
| Q3 24 | 6.9% | -25.4% | ||
| Q2 24 | 10.0% | -5.5% | ||
| Q1 24 | 15.3% | 22.2% |
| Q4 25 | $0.23 | — | ||
| Q3 25 | $0.13 | $-0.06 | ||
| Q2 25 | $0.26 | $-2.37 | ||
| Q1 25 | $0.42 | $0.11 | ||
| Q4 24 | $0.26 | $-0.15 | ||
| Q3 24 | $0.10 | $-0.61 | ||
| Q2 24 | $0.17 | $-0.30 | ||
| Q1 24 | $0.42 | $-0.51 |
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 | $35.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $215.2M | $19.0M |
| Total Assets | $228.9M | $85.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $147.7M | $35.5M | ||
| Q3 25 | $136.3M | $23.8M | ||
| Q2 25 | $136.0M | $21.8M | ||
| Q1 25 | $143.7M | $16.3M | ||
| Q4 24 | $130.1M | $20.2M | ||
| Q3 24 | $115.4M | $21.6M | ||
| Q2 24 | $116.6M | $15.4M | ||
| Q1 24 | $117.1M | $18.4M |
| Q4 25 | — | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | $215.2M | $19.0M | ||
| Q3 25 | $211.8M | $-54.1M | ||
| Q2 25 | $209.9M | $-59.2M | ||
| Q1 25 | $206.1M | $-25.8M | ||
| Q4 24 | $200.0M | $-29.8M | ||
| Q3 24 | $196.1M | $-21.5M | ||
| Q2 24 | $194.7M | $-33.4M | ||
| Q1 24 | $192.1M | $-32.9M |
| Q4 25 | $228.9M | $85.6M | ||
| Q3 25 | $222.6M | $74.9M | ||
| Q2 25 | $220.2M | $63.5M | ||
| Q1 25 | $223.9M | $51.4M | ||
| Q4 24 | $218.2M | $49.5M | ||
| Q3 24 | $208.1M | $56.1M | ||
| Q2 24 | $201.8M | $45.9M | ||
| Q1 24 | $206.0M | $43.8M |
| 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 | $-452.0K |
| Free Cash FlowOCF − Capex | $10.1M | $-651.0K |
| FCF MarginFCF / Revenue | 43.0% | -2.5% |
| Capex IntensityCapex / Revenue | 4.1% | 0.7% |
| Cash ConversionOCF / Net Profit | 3.23× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-3.2M | $-11.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.1M | $-452.0K | ||
| Q3 25 | $-275.0K | $-2.2M | ||
| Q2 25 | $-23.9M | $-2.2M | ||
| Q1 25 | $12.4M | $-5.9M | ||
| Q4 24 | $14.8M | $3.0M | ||
| Q3 24 | $-3.2M | $-7.5M | ||
| Q2 24 | $-1.0M | $-3.4M | ||
| Q1 24 | $11.7M | $-3.4M |
| Q4 25 | $10.1M | $-651.0K | ||
| Q3 25 | $-1.3M | $-2.2M | ||
| Q2 25 | $-24.4M | $-2.3M | ||
| Q1 25 | $12.3M | $-5.9M | ||
| Q4 24 | $14.5M | $3.0M | ||
| Q3 24 | $-3.3M | $-7.5M | ||
| Q2 24 | $-1.4M | $-3.4M | ||
| Q1 24 | $11.7M | — |
| Q4 25 | 43.0% | -2.5% | ||
| Q3 25 | -6.8% | -6.8% | ||
| Q2 25 | -90.4% | -8.8% | ||
| Q1 25 | 32.2% | -28.1% | ||
| Q4 24 | 46.1% | 14.5% | ||
| Q3 24 | -15.8% | -33.9% | ||
| Q2 24 | -5.6% | -16.3% | ||
| Q1 24 | 28.7% | — |
| Q4 25 | 4.1% | 0.7% | ||
| Q3 25 | 5.4% | 0.0% | ||
| Q2 25 | 1.8% | 0.2% | ||
| Q1 25 | 0.4% | 0.0% | ||
| Q4 24 | 1.0% | 0.2% | ||
| Q3 24 | 0.4% | 0.0% | ||
| Q2 24 | 1.5% | 0.0% | ||
| Q1 24 | 0.0% | 0.0% |
| Q4 25 | 3.23× | — | ||
| Q3 25 | -0.14× | -0.52× | ||
| Q2 25 | -6.24× | — | ||
| Q1 25 | 2.04× | -1.96× | ||
| Q4 24 | 3.88× | — | ||
| Q3 24 | -2.22× | — | ||
| Q2 24 | -0.41× | — | ||
| Q1 24 | 1.87× | -1.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GENC
Segment breakdown not available.
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
