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Side-by-side financial comparison of Gogo Inc. (GOGO) and LendingClub Corp (LC). Click either name above to swap in a different company.
LendingClub Corp is the larger business by last-quarter revenue ($252.3M vs $230.6M, roughly 1.1× Gogo Inc.). LendingClub Corp runs the higher net margin — 20.5% vs -4.3%, a 24.8% gap on every dollar of revenue. On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs 15.9%). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% CAGR vs 16.1%).
Gogo Inc. is an American provider of in-flight broadband Internet service and other connectivity services for business aircraft, headquartered in Broomfield, Colorado. Through its Gogo LLC subsidiary, Gogo previously provided in-flight WiFi to 17 airlines until the Commercial Air business was sold to Intelsat for $400 million in December 2020. According to Gogo, over 2,500 commercial aircraft and 6,600 business aircraft have been equipped with its onboard Wi-Fi services. The company is the de...
LendingClub Corporation is an American financial services company headquartered in San Francisco, California. It was the first peer-to-peer lender to register its offerings as securities with the Securities and Exchange Commission (SEC), and to offer loan trading on a secondary market. At its height, LendingClub was the world's largest peer-to-peer lending platform. The company reported that $15.98 billion in loans had been originated through its platform up to December 31, 2015.
GOGO vs LC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $230.6M | $252.3M |
| Net Profit | $-10.0M | $51.6M |
| Gross Margin | — | — |
| Operating Margin | 6.2% | — |
| Net Margin | -4.3% | 20.5% |
| Revenue YoY | 67.3% | 15.9% |
| Net Profit YoY | 64.6% | 341.0% |
| EPS (diluted) | $-0.08 | $0.44 |
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.
| Q1 26 | — | $252.3M | ||
| Q4 25 | $230.6M | $266.5M | ||
| Q3 25 | $223.6M | $266.2M | ||
| Q2 25 | $226.0M | $248.4M | ||
| Q1 25 | $230.3M | $217.7M | ||
| Q4 24 | $137.8M | $217.2M | ||
| Q3 24 | $100.5M | $201.9M | ||
| Q2 24 | $102.1M | $187.2M |
| Q1 26 | — | $51.6M | ||
| Q4 25 | $-10.0M | — | ||
| Q3 25 | $-1.9M | $44.3M | ||
| Q2 25 | $12.8M | $38.2M | ||
| Q1 25 | $12.0M | $11.7M | ||
| Q4 24 | $-28.2M | — | ||
| Q3 24 | $10.6M | $14.5M | ||
| Q2 24 | $839.0K | $14.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 87.8% | — | ||
| Q1 25 | 87.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 18.8% | ||
| Q3 25 | 12.9% | 21.5% | ||
| Q2 25 | 15.9% | 21.7% | ||
| Q1 25 | 15.3% | 7.2% | ||
| Q4 24 | -17.5% | 5.1% | ||
| Q3 24 | 19.0% | 8.9% | ||
| Q2 24 | 21.2% | 10.4% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | -4.3% | — | ||
| Q3 25 | -0.9% | 16.6% | ||
| Q2 25 | 5.7% | 15.4% | ||
| Q1 25 | 5.2% | 5.4% | ||
| Q4 24 | -20.5% | — | ||
| Q3 24 | 10.6% | 7.2% | ||
| Q2 24 | 0.8% | 8.0% |
| Q1 26 | — | $0.44 | ||
| Q4 25 | $-0.08 | $0.36 | ||
| Q3 25 | $-0.01 | $0.37 | ||
| Q2 25 | $0.09 | $0.33 | ||
| Q1 25 | $0.09 | $0.10 | ||
| Q4 24 | $-0.22 | $0.08 | ||
| Q3 24 | $0.08 | $0.13 | ||
| Q2 24 | $0.01 | $0.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $125.2M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $101.1M | $1.5B |
| Total Assets | $1.3B | $11.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $125.2M | — | ||
| Q3 25 | $133.6M | — | ||
| Q2 25 | $102.1M | — | ||
| Q1 25 | $70.3M | — | ||
| Q4 24 | $41.8M | — | ||
| Q3 24 | $176.7M | — | ||
| Q2 24 | $161.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $101.1M | $1.5B | ||
| Q3 25 | $107.0M | $1.5B | ||
| Q2 25 | $102.8M | $1.4B | ||
| Q1 25 | $82.9M | $1.4B | ||
| Q4 24 | $69.3M | $1.3B | ||
| Q3 24 | $52.7M | $1.3B | ||
| Q2 24 | $52.0M | $1.3B |
| Q1 26 | — | $11.9B | ||
| Q4 25 | $1.3B | $11.6B | ||
| Q3 25 | $1.3B | $11.1B | ||
| Q2 25 | $1.3B | $10.8B | ||
| Q1 25 | $1.2B | $10.5B | ||
| Q4 24 | $1.2B | $10.6B | ||
| Q3 24 | $810.7M | $11.0B | ||
| Q2 24 | $802.7M | $9.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 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 | $8.5M | — |
| Free Cash FlowOCF − Capex | $-25.4M | — |
| FCF MarginFCF / Revenue | -11.0% | — |
| Capex IntensityCapex / Revenue | 14.7% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $8.5M | $-2.7B | ||
| Q3 25 | $46.8M | $-770.8M | ||
| Q2 25 | $36.7M | $-713.1M | ||
| Q1 25 | $32.5M | $-339.3M | ||
| Q4 24 | $-38.3M | $-2.6B | ||
| Q3 24 | $25.1M | $-669.8M | ||
| Q2 24 | $24.9M | $-932.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-25.4M | $-2.9B | ||
| Q3 25 | $27.3M | $-791.8M | ||
| Q2 25 | $33.5M | $-803.8M | ||
| Q1 25 | $29.7M | $-352.3M | ||
| Q4 24 | $-42.6M | $-2.7B | ||
| Q3 24 | $20.7M | $-682.3M | ||
| Q2 24 | $21.6M | $-945.3M |
| Q1 26 | — | — | ||
| Q4 25 | -11.0% | -1076.0% | ||
| Q3 25 | 12.2% | -297.4% | ||
| Q2 25 | 14.8% | -323.5% | ||
| Q1 25 | 12.9% | -161.8% | ||
| Q4 24 | -30.9% | -1237.8% | ||
| Q3 24 | 20.6% | -338.0% | ||
| Q2 24 | 21.1% | -504.9% |
| Q1 26 | — | — | ||
| Q4 25 | 14.7% | 52.7% | ||
| Q3 25 | 8.7% | 7.9% | ||
| Q2 25 | 1.4% | 36.5% | ||
| Q1 25 | 1.2% | 6.0% | ||
| Q4 24 | 3.1% | 25.0% | ||
| Q3 24 | 4.4% | 6.2% | ||
| Q2 24 | 3.3% | 6.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -17.41× | ||
| Q2 25 | 2.87× | -18.68× | ||
| Q1 25 | 2.70× | -29.07× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | -46.33× | ||
| Q2 24 | 29.74× | -62.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
LC
Segment breakdown not available.
