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Side-by-side financial comparison of INSTEEL INDUSTRIES INC (IIIN) and UNIFI INC (UFI). Click either name above to swap in a different company.
INSTEEL INDUSTRIES INC is the larger business by last-quarter revenue ($159.9M vs $121.4M, roughly 1.3× UNIFI INC). INSTEEL INDUSTRIES INC runs the higher net margin — 4.7% vs -8.0%, a 12.7% gap on every dollar of revenue. On growth, INSTEEL INDUSTRIES INC posted the faster year-over-year revenue change (23.3% vs -12.6%). UNIFI INC produced more free cash flow last quarter ($24.2M vs $-2.2M). Over the past eight quarters, INSTEEL INDUSTRIES INC's revenue compounded faster (12.0% CAGR vs -9.7%).
Insteel Industries Inc is a leading U.S. manufacturer of steel reinforcing products including welded wire reinforcement and steel fibers. It primarily serves non-residential construction, infrastructure, and precast concrete segments across North America, delivering high-performance reinforcement solutions for various construction projects.
Unifi Aviation, LLC is the largest aviation ground handling services in North America. Unifi was formed late 2018, after Delta Air Lines sold a stake of its subsidiary, DAL Global Services, to Argenbright Holdings. Unifi is jointly owned by Argenbright, who owns 51% of the company and Delta, who owns 49%.
IIIN vs UFI — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $159.9M | $121.4M |
| Net Profit | $7.6M | $-9.7M |
| Gross Margin | 11.3% | 3.0% |
| Operating Margin | 6.0% | -6.0% |
| Net Margin | 4.7% | -8.0% |
| Revenue YoY | 23.3% | -12.6% |
| Net Profit YoY | 602.4% | 14.8% |
| EPS (diluted) | $0.39 | $-0.53 |
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 | $159.9M | $121.4M | ||
| Q3 25 | $177.4M | $135.7M | ||
| Q2 25 | $179.9M | $138.5M | ||
| Q1 25 | $160.7M | $146.6M | ||
| Q4 24 | $129.7M | $138.9M | ||
| Q3 24 | $134.3M | $147.4M | ||
| Q2 24 | $145.8M | $157.5M | ||
| Q1 24 | $127.4M | $149.0M |
| Q4 25 | $7.6M | $-9.7M | ||
| Q3 25 | $14.6M | $-11.4M | ||
| Q2 25 | $15.2M | $15.5M | ||
| Q1 25 | $10.2M | $-16.8M | ||
| Q4 24 | $1.1M | $-11.4M | ||
| Q3 24 | $4.7M | $-7.6M | ||
| Q2 24 | $6.6M | $-4.0M | ||
| Q1 24 | $6.9M | $-10.3M |
| Q4 25 | 11.3% | 3.0% | ||
| Q3 25 | 16.1% | 2.5% | ||
| Q2 25 | 17.1% | -0.8% | ||
| Q1 25 | 15.3% | -0.3% | ||
| Q4 24 | 7.3% | 0.4% | ||
| Q3 24 | 9.1% | 6.4% | ||
| Q2 24 | 10.6% | 6.9% | ||
| Q1 24 | 12.3% | 3.2% |
| Q4 25 | 6.0% | -6.0% | ||
| Q3 25 | 10.8% | -7.1% | ||
| Q2 25 | 11.0% | 10.9% | ||
| Q1 25 | 8.3% | -9.5% | ||
| Q4 24 | 1.1% | -5.4% | ||
| Q3 24 | 4.5% | -2.2% | ||
| Q2 24 | 6.0% | -0.5% | ||
| Q1 24 | 7.0% | -4.6% |
| Q4 25 | 4.7% | -8.0% | ||
| Q3 25 | 8.2% | -8.4% | ||
| Q2 25 | 8.4% | 11.2% | ||
| Q1 25 | 6.4% | -11.5% | ||
| Q4 24 | 0.8% | -8.2% | ||
| Q3 24 | 3.5% | -5.2% | ||
| Q2 24 | 4.5% | -2.5% | ||
| Q1 24 | 5.4% | -6.9% |
| Q4 25 | $0.39 | $-0.53 | ||
| Q3 25 | $0.74 | $-0.62 | ||
| Q2 25 | $0.78 | $0.85 | ||
| Q1 25 | $0.52 | $-0.92 | ||
| Q4 24 | $0.06 | $-0.62 | ||
| Q3 24 | $0.24 | $-0.42 | ||
| Q2 24 | $0.34 | $-0.21 | ||
| Q1 24 | $0.35 | $-0.57 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.6M | $30.2M |
| Total DebtLower is stronger | — | $92.6M |
| Stockholders' EquityBook value | $358.8M | $230.0M |
| Total Assets | $456.1M | $382.9M |
| Debt / EquityLower = less leverage | — | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $15.6M | $30.2M | ||
| Q3 25 | $38.6M | $20.6M | ||
| Q2 25 | $53.7M | $22.7M | ||
| Q1 25 | $28.4M | $16.3M | ||
| Q4 24 | $36.0M | $18.7M | ||
| Q3 24 | $111.5M | $13.7M | ||
| Q2 24 | $97.7M | $26.8M | ||
| Q1 24 | $83.9M | $27.7M |
| Q4 25 | — | $92.6M | ||
| Q3 25 | — | $107.5M | ||
| Q2 25 | — | $95.7M | ||
| Q1 25 | — | $127.9M | ||
| Q4 24 | — | $123.0M | ||
| Q3 24 | — | $119.3M | ||
| Q2 24 | — | $117.8M | ||
| Q1 24 | — | $116.1M |
| Q4 25 | $358.8M | $230.0M | ||
| Q3 25 | $371.5M | $241.1M | ||
| Q2 25 | $356.2M | $249.5M | ||
| Q1 25 | $341.4M | $228.4M | ||
| Q4 24 | $331.6M | $237.2M | ||
| Q3 24 | $350.9M | $259.7M | ||
| Q2 24 | $346.0M | $263.4M | ||
| Q1 24 | $340.6M | $277.8M |
| Q4 25 | $456.1M | $382.9M | ||
| Q3 25 | $462.6M | $424.6M | ||
| Q2 25 | $471.9M | $426.9M | ||
| Q1 25 | $421.9M | $446.5M | ||
| Q4 24 | $404.7M | $439.7M | ||
| Q3 24 | $422.6M | $467.0M | ||
| Q2 24 | $414.6M | $469.2M | ||
| Q1 24 | $397.2M | $482.6M |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.38× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.46× | ||
| Q2 24 | — | 0.45× | ||
| Q1 24 | — | 0.42× |
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 | $-701.0K | $25.3M |
| Free Cash FlowOCF − Capex | $-2.2M | $24.2M |
| FCF MarginFCF / Revenue | -1.4% | 20.0% |
| Capex IntensityCapex / Revenue | 0.9% | 0.9% |
| Cash ConversionOCF / Net Profit | -0.09× | — |
| TTM Free Cash FlowTrailing 4 quarters | $439.0K | $1.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-701.0K | $25.3M | ||
| Q3 25 | $-17.0M | $-8.9M | ||
| Q2 25 | $28.5M | $-1.3M | ||
| Q1 25 | $-3.3M | $-5.0M | ||
| Q4 24 | $19.0M | $-2.2M | ||
| Q3 24 | $16.2M | $-12.8M | ||
| Q2 24 | $18.8M | $932.0K | ||
| Q1 24 | $1.4M | $-1.4M |
| Q4 25 | $-2.2M | $24.2M | ||
| Q3 25 | $-18.7M | $-10.9M | ||
| Q2 25 | $26.9M | $-3.9M | ||
| Q1 25 | $-5.5M | $-8.0M | ||
| Q4 24 | $16.3M | $-5.1M | ||
| Q3 24 | $14.5M | $-14.9M | ||
| Q2 24 | $15.5M | $-1.7M | ||
| Q1 24 | $-580.0K | $-3.9M |
| Q4 25 | -1.4% | 20.0% | ||
| Q3 25 | -10.6% | -8.1% | ||
| Q2 25 | 15.0% | -2.8% | ||
| Q1 25 | -3.5% | -5.4% | ||
| Q4 24 | 12.6% | -3.7% | ||
| Q3 24 | 10.8% | -10.1% | ||
| Q2 24 | 10.7% | -1.1% | ||
| Q1 24 | -0.5% | -2.6% |
| Q4 25 | 0.9% | 0.9% | ||
| Q3 25 | 1.0% | 1.5% | ||
| Q2 25 | 0.9% | 1.9% | ||
| Q1 25 | 1.4% | 2.0% | ||
| Q4 24 | 2.1% | 2.1% | ||
| Q3 24 | 1.3% | 1.4% | ||
| Q2 24 | 2.2% | 1.7% | ||
| Q1 24 | 1.5% | 1.7% |
| Q4 25 | -0.09× | — | ||
| Q3 25 | -1.17× | — | ||
| Q2 25 | 1.88× | -0.09× | ||
| Q1 25 | -0.32× | — | ||
| Q4 24 | 17.56× | — | ||
| Q3 24 | 3.48× | — | ||
| Q2 24 | 2.86× | — | ||
| Q1 24 | 0.20× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
UFI
| Other | $67.8M | 56% |
| REPREVE Fiber | $34.3M | 28% |
| Export Sales From US Operations | $10.5M | 9% |
| All Other Foreign Countries | $8.8M | 7% |
