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Side-by-side financial comparison of Goosehead Insurance, Inc. (GSHD) and DOUGLAS DYNAMICS, INC (PLOW). Click either name above to swap in a different company.
DOUGLAS DYNAMICS, INC is the larger business by last-quarter revenue ($184.5M vs $93.1M, roughly 2.0× Goosehead Insurance, Inc.). Goosehead Insurance, Inc. runs the higher net margin — 8.6% vs 7.0%, a 1.7% gap on every dollar of revenue. On growth, DOUGLAS DYNAMICS, INC posted the faster year-over-year revenue change (28.6% vs 23.1%). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs 9.2%).
Goosehead Insurance is a U.S.-based personal lines insurance agency that offers a wide range of coverage products including auto, home, renters, flood, and specialty insurance. It partners with hundreds of insurance carriers to provide clients with tailored, cost-effective coverage options, operating via corporate locations and a national franchise network for independent agents.
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
GSHD vs PLOW — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $93.1M | $184.5M |
| Net Profit | $8.0M | $12.8M |
| Gross Margin | — | 26.1% |
| Operating Margin | 16.1% | 10.5% |
| Net Margin | 8.6% | 7.0% |
| Revenue YoY | 23.1% | 28.6% |
| Net Profit YoY | 204.0% | 62.3% |
| EPS (diluted) | $0.19 | $0.54 |
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 | $93.1M | — | ||
| Q4 25 | $105.3M | $184.5M | ||
| Q3 25 | $90.4M | $162.1M | ||
| Q2 25 | $94.0M | $194.3M | ||
| Q1 25 | $75.6M | $115.1M | ||
| Q4 24 | $93.9M | $143.5M | ||
| Q3 24 | $78.0M | $129.4M | ||
| Q2 24 | $78.1M | $199.9M |
| Q1 26 | $8.0M | — | ||
| Q4 25 | $12.4M | $12.8M | ||
| Q3 25 | $7.9M | $8.0M | ||
| Q2 25 | $5.2M | $26.0M | ||
| Q1 25 | $2.3M | $148.0K | ||
| Q4 24 | $14.9M | $7.9M | ||
| Q3 24 | $7.6M | $32.3M | ||
| Q2 24 | $6.2M | $24.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 26.1% | ||
| Q3 25 | — | 23.5% | ||
| Q2 25 | — | 31.0% | ||
| Q1 25 | — | 24.5% | ||
| Q4 24 | — | 24.9% | ||
| Q3 24 | — | 23.9% | ||
| Q2 24 | — | 30.7% |
| Q1 26 | 16.1% | — | ||
| Q4 25 | 29.4% | 10.5% | ||
| Q3 25 | 23.5% | 8.7% | ||
| Q2 25 | 16.7% | 19.0% | ||
| Q1 25 | 8.8% | 2.8% | ||
| Q4 24 | 29.7% | 9.0% | ||
| Q3 24 | 21.1% | 35.4% | ||
| Q2 24 | 19.7% | 18.2% |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 11.8% | 7.0% | ||
| Q3 25 | 8.7% | 4.9% | ||
| Q2 25 | 5.5% | 13.4% | ||
| Q1 25 | 3.1% | 0.1% | ||
| Q4 24 | 15.8% | 5.5% | ||
| Q3 24 | 9.7% | 24.9% | ||
| Q2 24 | 7.9% | 12.2% |
| Q1 26 | $0.19 | — | ||
| Q4 25 | $0.48 | $0.54 | ||
| Q3 25 | $0.29 | $0.33 | ||
| Q2 25 | $0.18 | $1.09 | ||
| Q1 25 | $0.09 | $0.00 | ||
| Q4 24 | $0.58 | $0.35 | ||
| Q3 24 | $0.29 | $1.36 | ||
| Q2 24 | $0.24 | $1.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $25.7M | — |
| Total DebtLower is stronger | — | $144.0M |
| Stockholders' EquityBook value | $-121.3M | $281.4M |
| Total Assets | $392.8M | $626.7M |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $25.7M | — | ||
| Q4 25 | $34.4M | — | ||
| Q3 25 | $51.6M | — | ||
| Q2 25 | $92.4M | — | ||
| Q1 25 | $70.2M | — | ||
| Q4 24 | $54.3M | — | ||
| Q3 24 | $47.5M | — | ||
| Q2 24 | $23.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | $289.5M | $144.0M | ||
| Q3 25 | $290.0M | — | ||
| Q2 25 | $289.8M | — | ||
| Q1 25 | $290.3M | — | ||
| Q4 24 | $82.3M | $147.5M | ||
| Q3 24 | $84.6M | — | ||
| Q2 24 | $87.0M | — |
| Q1 26 | $-121.3M | — | ||
| Q4 25 | $-95.5M | $281.4M | ||
| Q3 25 | $-105.0M | $275.3M | ||
| Q2 25 | $-78.6M | $273.3M | ||
| Q1 25 | $-88.5M | $258.9M | ||
| Q4 24 | $43.9M | $264.2M | ||
| Q3 24 | $58.3M | $260.8M | ||
| Q2 24 | $39.8M | $236.7M |
| Q1 26 | $392.8M | — | ||
| Q4 25 | $414.9M | $626.7M | ||
| Q3 25 | $403.6M | $694.9M | ||
| Q2 25 | $436.6M | $671.5M | ||
| Q1 25 | $412.6M | $621.0M | ||
| Q4 24 | $397.7M | $590.0M | ||
| Q3 24 | $358.1M | $665.6M | ||
| Q2 24 | $338.2M | $617.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.87× | 0.56× | ||
| Q3 24 | 1.45× | — | ||
| Q2 24 | 2.19× | — |
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 | — | $95.9M |
| Free Cash FlowOCF − Capex | — | $92.8M |
| FCF MarginFCF / Revenue | — | 50.3% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | — | 7.47× |
| TTM Free Cash FlowTrailing 4 quarters | — | $63.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $91.8M | $95.9M | ||
| Q3 25 | $24.2M | $-8.5M | ||
| Q2 25 | $28.9M | $-11.4M | ||
| Q1 25 | $15.5M | $-1.3M | ||
| Q4 24 | $71.5M | $74.4M | ||
| Q3 24 | $28.1M | $-14.2M | ||
| Q2 24 | $18.9M | $2.5M |
| Q1 26 | — | — | ||
| Q4 25 | $86.1M | $92.8M | ||
| Q3 25 | $23.7M | $-11.4M | ||
| Q2 25 | $27.2M | $-14.3M | ||
| Q1 25 | $14.9M | $-3.5M | ||
| Q4 24 | $70.6M | $70.2M | ||
| Q3 24 | $28.0M | $-15.2M | ||
| Q2 24 | $18.6M | $836.0K |
| Q1 26 | — | — | ||
| Q4 25 | 81.8% | 50.3% | ||
| Q3 25 | 26.2% | -7.1% | ||
| Q2 25 | 28.9% | -7.4% | ||
| Q1 25 | 19.7% | -3.0% | ||
| Q4 24 | 75.1% | 48.9% | ||
| Q3 24 | 35.9% | -11.8% | ||
| Q2 24 | 23.9% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 1.7% | ||
| Q3 25 | 0.5% | 1.8% | ||
| Q2 25 | 1.8% | 1.5% | ||
| Q1 25 | 0.8% | 1.9% | ||
| Q4 24 | 1.0% | 2.9% | ||
| Q3 24 | 0.1% | 0.8% | ||
| Q2 24 | 0.3% | 0.8% |
| Q1 26 | — | — | ||
| Q4 25 | 7.38× | 7.47× | ||
| Q3 25 | 3.06× | -1.07× | ||
| Q2 25 | 5.61× | -0.44× | ||
| Q1 25 | 6.61× | -9.03× | ||
| Q4 24 | 4.82× | 9.41× | ||
| Q3 24 | 3.72× | -0.44× | ||
| Q2 24 | 3.05× | 0.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GSHD
| Renewal Royalty Fees (2) | $43.6M | 47% |
| Renewal Commissions (1) | $18.2M | 20% |
| Contingent Commissions (1) | $10.7M | 11% |
| New Business Royalty Fees (2) | $7.9M | 8% |
| New Business Commissions (1) | $7.5M | 8% |
| Other | $3.7M | 4% |
| Initial Franchise Fees (2) | $1.6M | 2% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
