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Side-by-side financial comparison of GUESS INC (GES) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
GUESS INC is the larger business by last-quarter revenue ($791.4M vs $625.1M, roughly 1.3× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 3.2%, a 10.1% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 7.2%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $-56.3M). Over the past eight quarters, WATTS WATER TECHNOLOGIES INC's revenue compounded faster (4.6% CAGR vs -5.8%).
Guess?, Inc. is an American clothing company, notable for its black-and-white advertisements. It licenses its brand on other fashion accessories, such as watches, jewelry, perfumes, bags and shoes.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
GES vs WTS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $791.4M | $625.1M |
| Net Profit | $25.6M | $83.7M |
| Gross Margin | 42.5% | 49.5% |
| Operating Margin | 2.9% | 18.2% |
| Net Margin | 3.2% | 13.4% |
| Revenue YoY | 7.2% | 15.7% |
| Net Profit YoY | 209.6% | 24.0% |
| EPS (diluted) | $0.48 | $2.50 |
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 | $791.4M | $625.1M | ||
| Q3 25 | $772.9M | $611.7M | ||
| Q2 25 | $647.8M | $643.7M | ||
| Q1 25 | $932.3M | $558.0M | ||
| Q4 24 | $738.5M | $540.4M | ||
| Q3 24 | $732.6M | $543.6M | ||
| Q2 24 | $591.9M | $597.3M | ||
| Q1 24 | $891.0M | $570.9M |
| Q4 25 | $25.6M | $83.7M | ||
| Q3 25 | $6.2M | $82.2M | ||
| Q2 25 | $-32.9M | $100.9M | ||
| Q1 25 | $81.4M | $74.0M | ||
| Q4 24 | $-23.4M | $67.5M | ||
| Q3 24 | $-10.6M | $69.1M | ||
| Q2 24 | $13.0M | $82.0M | ||
| Q1 24 | $115.3M | $72.6M |
| Q4 25 | 42.5% | 49.5% | ||
| Q3 25 | 42.5% | 48.8% | ||
| Q2 25 | 39.9% | 50.6% | ||
| Q1 25 | 44.1% | 48.8% | ||
| Q4 24 | 43.6% | 46.7% | ||
| Q3 24 | 43.7% | 47.3% | ||
| Q2 24 | 41.9% | 47.7% | ||
| Q1 24 | 45.4% | 46.9% |
| Q4 25 | 2.9% | 18.2% | ||
| Q3 25 | 2.3% | 18.2% | ||
| Q2 25 | -5.1% | 21.0% | ||
| Q1 25 | 11.1% | 15.7% | ||
| Q4 24 | 5.7% | 16.5% | ||
| Q3 24 | 6.5% | 17.1% | ||
| Q2 24 | -3.4% | 18.7% | ||
| Q1 24 | 16.3% | 16.9% |
| Q4 25 | 3.2% | 13.4% | ||
| Q3 25 | 0.8% | 13.4% | ||
| Q2 25 | -5.1% | 15.7% | ||
| Q1 25 | 8.7% | 13.3% | ||
| Q4 24 | -3.2% | 12.5% | ||
| Q3 24 | -1.4% | 12.7% | ||
| Q2 24 | 2.2% | 13.7% | ||
| Q1 24 | 12.9% | 12.7% |
| Q4 25 | $0.48 | $2.50 | ||
| Q3 25 | $0.12 | $2.45 | ||
| Q2 25 | $-0.65 | $3.01 | ||
| Q1 25 | $1.29 | $2.21 | ||
| Q4 24 | $-0.47 | $2.02 | ||
| Q3 24 | $-0.28 | $2.06 | ||
| Q2 24 | $0.23 | $2.44 | ||
| Q1 24 | $1.90 | $2.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $154.2M | $405.5M |
| Total DebtLower is stronger | $299.5M | — |
| Stockholders' EquityBook value | $508.5M | $2.0B |
| Total Assets | $3.0B | $2.9B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $154.2M | $405.5M | ||
| Q3 25 | $189.6M | $457.7M | ||
| Q2 25 | $151.2M | $369.3M | ||
| Q1 25 | $187.7M | $336.8M | ||
| Q4 24 | $140.9M | $386.9M | ||
| Q3 24 | $218.9M | $303.9M | ||
| Q2 24 | $241.7M | $279.4M | ||
| Q1 24 | $360.3M | $237.1M |
| Q4 25 | $299.5M | — | ||
| Q3 25 | $258.4M | — | ||
| Q2 25 | $241.7M | — | ||
| Q1 25 | $150.7M | — | ||
| Q4 24 | $238.3M | — | ||
| Q3 24 | $187.8M | — | ||
| Q2 24 | $196.9M | — | ||
| Q1 24 | $28.2M | — |
| Q4 25 | $508.5M | $2.0B | ||
| Q3 25 | $487.6M | $2.0B | ||
| Q2 25 | $483.6M | $1.9B | ||
| Q1 25 | $505.0M | $1.8B | ||
| Q4 24 | $450.7M | $1.7B | ||
| Q3 24 | $491.2M | $1.7B | ||
| Q2 24 | $565.5M | $1.6B | ||
| Q1 24 | $684.9M | $1.6B |
| Q4 25 | $3.0B | $2.9B | ||
| Q3 25 | $3.0B | $2.7B | ||
| Q2 25 | $2.9B | $2.6B | ||
| Q1 25 | $2.8B | $2.5B | ||
| Q4 24 | $2.8B | $2.4B | ||
| Q3 24 | $2.8B | $2.4B | ||
| Q2 24 | $2.7B | $2.4B | ||
| Q1 24 | $2.6B | $2.3B |
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.53× | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.04× | — |
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 | $-39.5M | $154.7M |
| Free Cash FlowOCF − Capex | $-56.3M | $140.3M |
| FCF MarginFCF / Revenue | -7.1% | 22.4% |
| Capex IntensityCapex / Revenue | 2.1% | 2.3% |
| Cash ConversionOCF / Net Profit | -1.54× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $62.5M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-39.5M | $154.7M | ||
| Q3 25 | $74.9M | $122.4M | ||
| Q2 25 | $-73.4M | $69.7M | ||
| Q1 25 | $183.2M | $55.2M | ||
| Q4 24 | $-83.3M | $139.5M | ||
| Q3 24 | $44.7M | $90.7M | ||
| Q2 24 | $-22.9M | $85.3M | ||
| Q1 24 | $289.5M | $45.6M |
| Q4 25 | $-56.3M | $140.3M | ||
| Q3 25 | $53.4M | $110.9M | ||
| Q2 25 | $-95.3M | $59.5M | ||
| Q1 25 | $160.7M | $45.6M | ||
| Q4 24 | $-105.4M | $127.5M | ||
| Q3 24 | $24.3M | $84.3M | ||
| Q2 24 | $-44.0M | $78.5M | ||
| Q1 24 | $267.8M | $35.5M |
| Q4 25 | -7.1% | 22.4% | ||
| Q3 25 | 6.9% | 18.1% | ||
| Q2 25 | -14.7% | 9.2% | ||
| Q1 25 | 17.2% | 8.2% | ||
| Q4 24 | -14.3% | 23.6% | ||
| Q3 24 | 3.3% | 15.5% | ||
| Q2 24 | -7.4% | 13.1% | ||
| Q1 24 | 30.1% | 6.2% |
| Q4 25 | 2.1% | 2.3% | ||
| Q3 25 | 2.8% | 1.9% | ||
| Q2 25 | 3.4% | 1.6% | ||
| Q1 25 | 2.4% | 1.7% | ||
| Q4 24 | 3.0% | 2.2% | ||
| Q3 24 | 2.8% | 1.2% | ||
| Q2 24 | 3.6% | 1.1% | ||
| Q1 24 | 2.4% | 1.8% |
| Q4 25 | -1.54× | 1.85× | ||
| Q3 25 | 12.00× | 1.49× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | 2.25× | 0.75× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | -1.76× | 1.04× | ||
| Q1 24 | 2.51× | 0.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GES
| Products | $760.3M | 96% |
| Royalty | $31.1M | 4% |
WTS
Segment breakdown not available.
