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Side-by-side financial comparison of Honest Company, Inc. (HNST) and LandBridge Co LLC (LB). Click either name above to swap in a different company.
Honest Company, Inc. is the larger business by last-quarter revenue ($88.0M vs $56.8M, roughly 1.6× LandBridge Co LLC). LandBridge Co LLC runs the higher net margin — 14.2% vs -26.8%, a 41.0% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (55.6% vs -11.8%). LandBridge Co LLC produced more free cash flow last quarter ($122.0M vs $18.1M). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (72.8% CAGR vs 1.0%).
The Honest Company, Inc. is an American digital-first consumer goods company, based in Los Angeles and founded by actress Jessica Alba, Christopher Gavigan, and Brian Lee. The company had $319 million in 2021 sales, and was valued at roughly $550 million as of February 2022. Carla Vernón, Chief Executive Officer, is one of the first Afro-Latina CEOs of a U.S. publicly traded company. The Honest Company has raised multiple rounds of venture capital, and went public via an initial public offeri...
HNST vs LB — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $88.0M | $56.8M |
| Net Profit | $-23.6M | $8.1M |
| Gross Margin | 15.7% | — |
| Operating Margin | -27.5% | 60.0% |
| Net Margin | -26.8% | 14.2% |
| Revenue YoY | -11.8% | 55.6% |
| Net Profit YoY | -2813.2% | -83.7% |
| EPS (diluted) | $-0.21 | $0.24 |
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 | $88.0M | $56.8M | ||
| Q3 25 | $92.6M | $50.8M | ||
| Q2 25 | $93.5M | $47.5M | ||
| Q1 25 | $97.3M | $44.0M | ||
| Q4 24 | $99.8M | $36.5M | ||
| Q3 24 | $99.2M | $28.5M | ||
| Q2 24 | $93.0M | $26.0M | ||
| Q1 24 | $86.2M | $19.0M |
| Q4 25 | $-23.6M | $8.1M | ||
| Q3 25 | $758.0K | $8.1M | ||
| Q2 25 | $3.9M | $7.5M | ||
| Q1 25 | $3.3M | $6.5M | ||
| Q4 24 | $-809.0K | $49.3M | ||
| Q3 24 | $165.0K | $2.7M | ||
| Q2 24 | $-4.1M | $-57.7M | ||
| Q1 24 | $-1.4M | $10.8M |
| Q4 25 | 15.7% | — | ||
| Q3 25 | 37.3% | — | ||
| Q2 25 | 40.4% | — | ||
| Q1 25 | 38.7% | — | ||
| Q4 24 | 38.8% | — | ||
| Q3 24 | 38.7% | — | ||
| Q2 24 | 38.3% | — | ||
| Q1 24 | 37.0% | — |
| Q4 25 | -27.5% | 60.0% | ||
| Q3 25 | 0.3% | 60.8% | ||
| Q2 25 | 3.1% | 60.0% | ||
| Q1 25 | 2.6% | 57.0% | ||
| Q4 24 | -1.0% | 49.4% | ||
| Q3 24 | 0.1% | 11.2% | ||
| Q2 24 | -4.3% | -197.4% | ||
| Q1 24 | -1.5% | 71.1% |
| Q4 25 | -26.8% | 14.2% | ||
| Q3 25 | 0.8% | 15.9% | ||
| Q2 25 | 4.1% | 15.8% | ||
| Q1 25 | 3.3% | 14.7% | ||
| Q4 24 | -0.8% | 135.2% | ||
| Q3 24 | 0.2% | 9.3% | ||
| Q2 24 | -4.4% | -222.1% | ||
| Q1 24 | -1.6% | 56.7% |
| Q4 25 | $-0.21 | $0.24 | ||
| Q3 25 | $0.01 | $0.26 | ||
| Q2 25 | $0.03 | $0.24 | ||
| Q1 25 | $0.03 | $0.20 | ||
| Q4 24 | $-0.01 | — | ||
| Q3 24 | $0.00 | $-0.04 | ||
| Q2 24 | $-0.04 | — | ||
| Q1 24 | $-0.01 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $89.6M | $30.7M |
| Total DebtLower is stronger | — | $570.7M |
| Stockholders' EquityBook value | $169.7M | $340.3M |
| Total Assets | $225.4M | $1.4B |
| Debt / EquityLower = less leverage | — | 1.68× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $89.6M | $30.7M | ||
| Q3 25 | $71.5M | $28.3M | ||
| Q2 25 | $72.1M | $20.3M | ||
| Q1 25 | $72.8M | $14.9M | ||
| Q4 24 | $75.4M | $37.0M | ||
| Q3 24 | $53.4M | $14.4M | ||
| Q2 24 | $36.6M | $24.6M | ||
| Q1 24 | $33.6M | — |
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $366.1M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $375.5M | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | $242.4M | ||
| Q2 24 | — | $360.8M | ||
| Q1 24 | — | — |
| Q4 25 | $169.7M | $340.3M | ||
| Q3 25 | $190.2M | $272.0M | ||
| Q2 25 | $187.0M | $266.4M | ||
| Q1 25 | $180.4M | $217.0M | ||
| Q4 24 | $174.3M | $211.8M | ||
| Q3 24 | $133.9M | $97.2M | ||
| Q2 24 | $129.7M | $296.4M | ||
| Q1 24 | $124.8M | $162.3M |
| Q4 25 | $225.4M | $1.4B | ||
| Q3 25 | $241.5M | $1.1B | ||
| Q2 25 | $249.0M | $1.1B | ||
| Q1 25 | $265.3M | $1.0B | ||
| Q4 24 | $247.4M | $1.0B | ||
| Q3 24 | $209.2M | $689.9M | ||
| Q2 24 | $200.2M | $710.5M | ||
| Q1 24 | $198.1M | — |
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× | ||
| Q1 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 | $19.3M | $126.3M |
| Free Cash FlowOCF − Capex | $18.1M | $122.0M |
| FCF MarginFCF / Revenue | 20.5% | 214.9% |
| Capex IntensityCapex / Revenue | 1.4% | 7.5% |
| Cash ConversionOCF / Net Profit | — | 15.68× |
| TTM Free Cash FlowTrailing 4 quarters | $13.6M | $207.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.3M | $126.3M | ||
| Q3 25 | $-504.0K | $34.9M | ||
| Q2 25 | $-745.0K | $37.3M | ||
| Q1 25 | $-2.9M | $15.9M | ||
| Q4 24 | $-16.8M | $67.6M | ||
| Q3 24 | $15.1M | $7.5M | ||
| Q2 24 | $2.9M | $16.0M | ||
| Q1 24 | $336.0K | $17.2M |
| Q4 25 | $18.1M | $122.0M | ||
| Q3 25 | $-624.0K | $33.7M | ||
| Q2 25 | $-826.0K | $36.1M | ||
| Q1 25 | $-3.0M | $15.8M | ||
| Q4 24 | $-17.2M | $66.7M | ||
| Q3 24 | $15.0M | $7.1M | ||
| Q2 24 | $2.9M | $15.7M | ||
| Q1 24 | $260.0K | $17.1M |
| Q4 25 | 20.5% | 214.9% | ||
| Q3 25 | -0.7% | 66.3% | ||
| Q2 25 | -0.9% | 75.9% | ||
| Q1 25 | -3.1% | 36.0% | ||
| Q4 24 | -17.2% | 182.6% | ||
| Q3 24 | 15.1% | 25.1% | ||
| Q2 24 | 3.1% | 60.4% | ||
| Q1 24 | 0.3% | 90.1% |
| Q4 25 | 1.4% | 7.5% | ||
| Q3 25 | 0.1% | 2.3% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 0.1% | 1.1% | ||
| Q2 24 | 0.0% | 1.4% | ||
| Q1 24 | 0.1% | 0.5% |
| Q4 25 | — | 15.68× | ||
| Q3 25 | -0.66× | 4.31× | ||
| Q2 25 | -0.19× | 4.98× | ||
| Q1 25 | -0.90× | 2.46× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | 91.42× | 2.80× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
