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Side-by-side financial comparison of INSEEGO CORP. (INSG) and Orchid Island Capital, Inc. (ORC). Click either name above to swap in a different company.
INSEEGO CORP. is the larger business by last-quarter revenue ($48.4M vs $38.5M, roughly 1.3× Orchid Island Capital, Inc.). Orchid Island Capital, Inc. runs the higher net margin — 268.7% vs 1.0%, a 267.7% gap on every dollar of revenue. On growth, Orchid Island Capital, Inc. posted the faster year-over-year revenue change (372.6% vs 0.6%). Over the past eight quarters, Orchid Island Capital, Inc.'s revenue compounded faster (301.6% CAGR vs 13.6%).
Inseego Corp designs, manufactures and delivers advanced 5G and IoT solutions including mobile hotspots, edge computing devices, and cloud-based device management platforms. It primarily serves telecom operators, enterprise clients, and public sector customers across global markets.
Orchid Island Capital, Inc. is a U.S.-based specialty finance company operating as a real estate investment trust. It primarily invests in residential mortgage-backed securities, including agency and non-agency products, targeting consistent risk-adjusted returns for its investors across U.S. fixed income markets.
INSG vs ORC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $48.4M | $38.5M |
| Net Profit | $469.0K | $103.4M |
| Gross Margin | 42.2% | — |
| Operating Margin | 2.7% | — |
| Net Margin | 1.0% | 268.7% |
| Revenue YoY | 0.6% | 372.6% |
| Net Profit YoY | 182.9% | 1764.9% |
| EPS (diluted) | $-0.02 | — |
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 | $48.4M | $38.5M | ||
| Q3 25 | $45.9M | $26.9M | ||
| Q2 25 | $40.2M | $23.2M | ||
| Q1 25 | $31.7M | $19.7M | ||
| Q4 24 | $48.1M | — | ||
| Q3 24 | $54.0M | $340.0K | ||
| Q2 24 | $51.6M | $-697.0K | ||
| Q1 24 | $37.5M | $-2.5M |
| Q4 25 | $469.0K | $103.4M | ||
| Q3 25 | $1.4M | $72.1M | ||
| Q2 25 | $507.0K | $-33.6M | ||
| Q1 25 | $-1.6M | $17.1M | ||
| Q4 24 | $-566.0K | — | ||
| Q3 24 | $9.0M | $17.3M | ||
| Q2 24 | $624.0K | $-5.0M | ||
| Q1 24 | $-4.5M | $19.8M |
| Q4 25 | 42.2% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 41.1% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 37.3% | — | ||
| Q3 24 | 34.8% | — | ||
| Q2 24 | 36.4% | — | ||
| Q1 24 | 35.3% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | -1.3% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | -7.9% | — |
| Q4 25 | 1.0% | 268.7% | ||
| Q3 25 | 3.1% | 267.8% | ||
| Q2 25 | 1.3% | -145.0% | ||
| Q1 25 | -5.0% | 86.9% | ||
| Q4 24 | -1.2% | — | ||
| Q3 24 | 16.6% | 5094.1% | ||
| Q2 24 | 1.2% | 714.3% | ||
| Q1 24 | -11.9% | -794.2% |
| Q4 25 | $-0.02 | — | ||
| Q3 25 | $0.03 | — | ||
| Q2 25 | $-0.03 | — | ||
| Q1 25 | $-0.16 | — | ||
| Q4 24 | $0.62 | — | ||
| Q3 24 | $-0.06 | — | ||
| Q2 24 | $-0.02 | — | ||
| Q1 24 | $-0.44 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $24.9M | $665.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-4.0M | $1.4B |
| Total Assets | $93.8M | $11.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.9M | $665.9M | ||
| Q3 25 | $14.6M | $583.9M | ||
| Q2 25 | $13.2M | $440.8M | ||
| Q1 25 | $35.1M | $396.4M | ||
| Q4 24 | $39.6M | — | ||
| Q3 24 | $12.0M | $322.1M | ||
| Q2 24 | $49.0M | $241.0M | ||
| Q1 24 | $12.3M | $190.4M |
| Q4 25 | $-4.0M | $1.4B | ||
| Q3 25 | $-7.7M | $1.1B | ||
| Q2 25 | $-10.5M | $912.0M | ||
| Q1 25 | $-13.0M | $855.9M | ||
| Q4 24 | $-12.9M | — | ||
| Q3 24 | $-85.1M | $656.0M | ||
| Q2 24 | $-101.8M | $555.9M | ||
| Q1 24 | $-105.6M | $481.6M |
| Q4 25 | $93.8M | $11.7B | ||
| Q3 25 | $85.8M | $9.1B | ||
| Q2 25 | $83.1M | $7.6B | ||
| Q1 25 | $93.0M | $7.3B | ||
| Q4 24 | $100.0M | — | ||
| Q3 24 | $113.4M | $5.9B | ||
| Q2 24 | $149.6M | $4.9B | ||
| Q1 24 | $122.1M | $4.2B |
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 | $12.0M | $120.4M |
| Free Cash FlowOCF − Capex | $11.6M | — |
| FCF MarginFCF / Revenue | 24.0% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | 25.50× | 1.16× |
| TTM Free Cash FlowTrailing 4 quarters | $6.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $12.0M | $120.4M | ||
| Q3 25 | $3.2M | $28.0M | ||
| Q2 25 | $-4.5M | $18.4M | ||
| Q1 25 | $-3.5M | $25.8M | ||
| Q4 24 | $-14.2M | — | ||
| Q3 24 | $14.8M | $-14.8M | ||
| Q2 24 | $27.6M | $19.3M | ||
| Q1 24 | $5.2M | $45.0M |
| Q4 25 | $11.6M | — | ||
| Q3 25 | $3.1M | — | ||
| Q2 25 | $-4.7M | — | ||
| Q1 25 | $-3.5M | — | ||
| Q4 24 | $-14.3M | — | ||
| Q3 24 | $14.8M | — | ||
| Q2 24 | $27.6M | — | ||
| Q1 24 | — | — |
| Q4 25 | 24.0% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | -11.6% | — | ||
| Q1 25 | -11.0% | — | ||
| Q4 24 | -29.7% | — | ||
| Q3 24 | 27.4% | — | ||
| Q2 24 | 53.5% | — | ||
| Q1 24 | — | — |
| Q4 25 | 0.7% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
| Q4 25 | 25.50× | 1.16× | ||
| Q3 25 | 2.22× | 0.39× | ||
| Q2 25 | -8.81× | — | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.65× | -0.86× | ||
| Q2 24 | 44.31× | — | ||
| Q1 24 | — | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
