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Side-by-side financial comparison of Gogo Inc. (GOGO) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $230.6M, roughly 1.1× Gogo Inc.). On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs 62.7%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $-25.4M). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% CAGR vs 46.2%).
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...
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
GOGO vs PLMR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $230.6M | $253.4M |
| Net Profit | $-10.0M | — |
| Gross Margin | — | — |
| Operating Margin | 6.2% | 28.7% |
| Net Margin | -4.3% | — |
| Revenue YoY | 67.3% | 62.7% |
| Net Profit YoY | 64.6% | — |
| EPS (diluted) | $-0.08 | $2.05 |
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 | $230.6M | $253.4M | ||
| Q3 25 | $223.6M | $244.7M | ||
| Q2 25 | $226.0M | $203.3M | ||
| Q1 25 | $230.3M | $174.6M | ||
| Q4 24 | $137.8M | $155.8M | ||
| Q3 24 | $100.5M | $148.5M | ||
| Q2 24 | $102.1M | $131.1M | ||
| Q1 24 | $104.3M | $118.5M |
| Q4 25 | $-10.0M | — | ||
| Q3 25 | $-1.9M | $51.5M | ||
| Q2 25 | $12.8M | $46.5M | ||
| Q1 25 | $12.0M | $42.9M | ||
| Q4 24 | $-28.2M | — | ||
| Q3 24 | $10.6M | $30.5M | ||
| Q2 24 | $839.0K | $25.7M | ||
| Q1 24 | $30.5M | $26.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 87.8% | — | ||
| Q1 25 | 87.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 6.2% | 28.7% | ||
| Q3 25 | 12.9% | 27.4% | ||
| Q2 25 | 15.9% | 29.5% | ||
| Q1 25 | 15.3% | 30.8% | ||
| Q4 24 | -17.5% | 28.9% | ||
| Q3 24 | 19.0% | 25.9% | ||
| Q2 24 | 21.2% | 25.5% | ||
| Q1 24 | 33.2% | 29.0% |
| Q4 25 | -4.3% | — | ||
| Q3 25 | -0.9% | 21.0% | ||
| Q2 25 | 5.7% | 22.9% | ||
| Q1 25 | 5.2% | 24.6% | ||
| Q4 24 | -20.5% | — | ||
| Q3 24 | 10.6% | 20.5% | ||
| Q2 24 | 0.8% | 19.6% | ||
| Q1 24 | 29.2% | 22.3% |
| Q4 25 | $-0.08 | $2.05 | ||
| Q3 25 | $-0.01 | $1.87 | ||
| Q2 25 | $0.09 | $1.68 | ||
| Q1 25 | $0.09 | $1.57 | ||
| Q4 24 | $-0.22 | $1.29 | ||
| Q3 24 | $0.08 | $1.15 | ||
| Q2 24 | $0.01 | $1.00 | ||
| Q1 24 | $0.23 | $1.04 |
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 | $106.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $101.1M | $942.7M |
| Total Assets | $1.3B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.2M | $106.9M | ||
| Q3 25 | $133.6M | $111.7M | ||
| Q2 25 | $102.1M | $81.3M | ||
| Q1 25 | $70.3M | $119.3M | ||
| Q4 24 | $41.8M | $80.4M | ||
| Q3 24 | $176.7M | $86.5M | ||
| Q2 24 | $161.6M | $47.8M | ||
| Q1 24 | $152.8M | $61.4M |
| Q4 25 | $101.1M | $942.7M | ||
| Q3 25 | $107.0M | $878.1M | ||
| Q2 25 | $102.8M | $847.2M | ||
| Q1 25 | $82.9M | $790.4M | ||
| Q4 24 | $69.3M | $729.0M | ||
| Q3 24 | $52.7M | $703.3M | ||
| Q2 24 | $52.0M | $532.6M | ||
| Q1 24 | $62.4M | $501.7M |
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.3B | $2.9B | ||
| Q2 25 | $1.3B | $2.8B | ||
| Q1 25 | $1.2B | $2.4B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $810.7M | $2.3B | ||
| Q2 24 | $802.7M | $2.0B | ||
| Q1 24 | $809.0M | $1.9B |
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 | $409.1M |
| Free Cash FlowOCF − Capex | $-25.4M | $409.0M |
| FCF MarginFCF / Revenue | -11.0% | 161.4% |
| Capex IntensityCapex / Revenue | 14.7% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.1M | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.5M | $409.1M | ||
| Q3 25 | $46.8M | $83.6M | ||
| Q2 25 | $36.7M | $120.9M | ||
| Q1 25 | $32.5M | $87.2M | ||
| Q4 24 | $-38.3M | $261.2M | ||
| Q3 24 | $25.1M | $100.3M | ||
| Q2 24 | $24.9M | $55.1M | ||
| Q1 24 | $29.7M | $33.1M |
| Q4 25 | $-25.4M | $409.0M | ||
| Q3 25 | $27.3M | $83.6M | ||
| Q2 25 | $33.5M | $120.8M | ||
| Q1 25 | $29.7M | $87.1M | ||
| Q4 24 | $-42.6M | $260.9M | ||
| Q3 24 | $20.7M | $100.1M | ||
| Q2 24 | $21.6M | — | ||
| Q1 24 | $28.2M | — |
| Q4 25 | -11.0% | 161.4% | ||
| Q3 25 | 12.2% | 34.2% | ||
| Q2 25 | 14.8% | 59.4% | ||
| Q1 25 | 12.9% | 49.9% | ||
| Q4 24 | -30.9% | 167.5% | ||
| Q3 24 | 20.6% | 67.4% | ||
| Q2 24 | 21.1% | — | ||
| Q1 24 | 27.0% | — |
| Q4 25 | 14.7% | 0.1% | ||
| Q3 25 | 8.7% | 0.0% | ||
| Q2 25 | 1.4% | 0.0% | ||
| Q1 25 | 1.2% | 0.0% | ||
| Q4 24 | 3.1% | 0.2% | ||
| Q3 24 | 4.4% | 0.1% | ||
| Q2 24 | 3.3% | 0.0% | ||
| Q1 24 | 1.4% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | 2.87× | 2.60× | ||
| Q1 25 | 2.70× | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | 3.29× | ||
| Q2 24 | 29.74× | 2.14× | ||
| Q1 24 | 0.97× | 1.26× |
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% |
PLMR
Segment breakdown not available.
