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Side-by-side financial comparison of Gogo Inc. (GOGO) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Smith Douglas Homes Corp. is the larger business by last-quarter revenue ($260.4M vs $230.6M, roughly 1.1× Gogo Inc.). Smith Douglas Homes Corp. runs the higher net margin — 1.4% vs -4.3%, a 5.7% gap on every dollar of revenue. On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs -9.4%). Smith Douglas Homes Corp. produced more free cash flow last quarter ($8.7M vs $-25.4M). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% CAGR vs 17.3%).
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...
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
GOGO vs SDHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $230.6M | $260.4M |
| Net Profit | $-10.0M | $3.5M |
| Gross Margin | — | 19.9% |
| Operating Margin | 6.2% | 6.5% |
| Net Margin | -4.3% | 1.4% |
| Revenue YoY | 67.3% | -9.4% |
| Net Profit YoY | 64.6% | -14.3% |
| EPS (diluted) | $-0.08 | $0.39 |
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 | $260.4M | ||
| Q3 25 | $223.6M | $262.0M | ||
| Q2 25 | $226.0M | $223.9M | ||
| Q1 25 | $230.3M | $224.7M | ||
| Q4 24 | $137.8M | $287.5M | ||
| Q3 24 | $100.5M | $277.8M | ||
| Q2 24 | $102.1M | $220.9M | ||
| Q1 24 | $104.3M | $189.2M |
| Q4 25 | $-10.0M | $3.5M | ||
| Q3 25 | $-1.9M | $2.1M | ||
| Q2 25 | $12.8M | $2.4M | ||
| Q1 25 | $12.0M | $2.7M | ||
| Q4 24 | $-28.2M | $4.1M | ||
| Q3 24 | $10.6M | $5.3M | ||
| Q2 24 | $839.0K | $3.6M | ||
| Q1 24 | $30.5M | $3.0M |
| Q4 25 | — | 19.9% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | 87.8% | 23.2% | ||
| Q1 25 | 87.3% | 23.8% | ||
| Q4 24 | — | 25.5% | ||
| Q3 24 | — | 26.5% | ||
| Q2 24 | — | 26.7% | ||
| Q1 24 | — | 26.1% |
| Q4 25 | 6.2% | 6.5% | ||
| Q3 25 | 12.9% | 6.6% | ||
| Q2 25 | 15.9% | 7.7% | ||
| Q1 25 | 15.3% | 8.7% | ||
| Q4 24 | -17.5% | 10.4% | ||
| Q3 24 | 19.0% | 14.2% | ||
| Q2 24 | 21.2% | 11.7% | ||
| Q1 24 | 33.2% | 11.3% |
| Q4 25 | -4.3% | 1.4% | ||
| Q3 25 | -0.9% | 0.8% | ||
| Q2 25 | 5.7% | 1.1% | ||
| Q1 25 | 5.2% | 1.2% | ||
| Q4 24 | -20.5% | 1.4% | ||
| Q3 24 | 10.6% | 1.9% | ||
| Q2 24 | 0.8% | 1.7% | ||
| Q1 24 | 29.2% | 1.6% |
| Q4 25 | $-0.08 | $0.39 | ||
| Q3 25 | $-0.01 | $0.24 | ||
| Q2 25 | $0.09 | $0.26 | ||
| Q1 25 | $0.09 | $0.30 | ||
| Q4 24 | $-0.22 | $0.50 | ||
| Q3 24 | $0.08 | $0.58 | ||
| Q2 24 | $0.01 | $0.40 | ||
| Q1 24 | $0.23 | $0.33 |
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 | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $101.1M | $86.7M |
| Total Assets | $1.3B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $125.2M | $12.7M | ||
| Q3 25 | $133.6M | $14.8M | ||
| Q2 25 | $102.1M | $16.8M | ||
| Q1 25 | $70.3M | $12.7M | ||
| Q4 24 | $41.8M | $22.4M | ||
| Q3 24 | $176.7M | $23.7M | ||
| Q2 24 | $161.6M | $17.3M | ||
| Q1 24 | $152.8M | $32.8M |
| Q4 25 | $101.1M | $86.7M | ||
| Q3 25 | $107.0M | $82.2M | ||
| Q2 25 | $102.8M | $80.0M | ||
| Q1 25 | $82.9M | $76.9M | ||
| Q4 24 | $69.3M | $73.6M | ||
| Q3 24 | $52.7M | $68.4M | ||
| Q2 24 | $52.0M | $62.1M | ||
| Q1 24 | $62.4M | $59.7M |
| Q4 25 | $1.3B | $557.6M | ||
| Q3 25 | $1.3B | $571.6M | ||
| Q2 25 | $1.3B | $570.2M | ||
| Q1 25 | $1.2B | $513.9M | ||
| Q4 24 | $1.2B | $475.9M | ||
| Q3 24 | $810.7M | $460.1M | ||
| Q2 24 | $802.7M | $429.3M | ||
| Q1 24 | $809.0M | $401.3M |
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 | $9.8M |
| Free Cash FlowOCF − Capex | $-25.4M | $8.7M |
| FCF MarginFCF / Revenue | -11.0% | 3.4% |
| Capex IntensityCapex / Revenue | 14.7% | 0.4% |
| Cash ConversionOCF / Net Profit | — | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $65.1M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.5M | $9.8M | ||
| Q3 25 | $46.8M | $22.8M | ||
| Q2 25 | $36.7M | $-28.9M | ||
| Q1 25 | $32.5M | $-34.9M | ||
| Q4 24 | $-38.3M | $5.5M | ||
| Q3 24 | $25.1M | $22.9M | ||
| Q2 24 | $24.9M | $39.0K | ||
| Q1 24 | $29.7M | $-9.3M |
| Q4 25 | $-25.4M | $8.7M | ||
| Q3 25 | $27.3M | $21.4M | ||
| Q2 25 | $33.5M | $-31.1M | ||
| Q1 25 | $29.7M | $-35.9M | ||
| Q4 24 | $-42.6M | $4.8M | ||
| Q3 24 | $20.7M | $22.3M | ||
| Q2 24 | $21.6M | $-2.1M | ||
| Q1 24 | $28.2M | $-9.7M |
| Q4 25 | -11.0% | 3.4% | ||
| Q3 25 | 12.2% | 8.2% | ||
| Q2 25 | 14.8% | -13.9% | ||
| Q1 25 | 12.9% | -16.0% | ||
| Q4 24 | -30.9% | 1.7% | ||
| Q3 24 | 20.6% | 8.0% | ||
| Q2 24 | 21.1% | -1.0% | ||
| Q1 24 | 27.0% | -5.1% |
| Q4 25 | 14.7% | 0.4% | ||
| Q3 25 | 8.7% | 0.5% | ||
| Q2 25 | 1.4% | 0.9% | ||
| Q1 25 | 1.2% | 0.5% | ||
| Q4 24 | 3.1% | 0.2% | ||
| Q3 24 | 4.4% | 0.2% | ||
| Q2 24 | 3.3% | 1.0% | ||
| Q1 24 | 1.4% | 0.2% |
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 10.70× | ||
| Q2 25 | 2.87× | -12.24× | ||
| Q1 25 | 2.70× | -13.01× | ||
| Q4 24 | — | 1.33× | ||
| Q3 24 | 2.36× | 4.28× | ||
| Q2 24 | 29.74× | 0.01× | ||
| Q1 24 | 0.97× | -3.12× |
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% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
