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Side-by-side financial comparison of Opus Genetics, Inc. (IRD) and Navitas Semiconductor Corp (NVTS). Click either name above to swap in a different company.
Navitas Semiconductor Corp is the larger business by last-quarter revenue ($7.3M vs $3.9M, roughly 1.9× Opus Genetics, Inc.). On growth, Opus Genetics, Inc. posted the faster year-over-year revenue change (-10.2% vs -59.4%). Over the past eight quarters, Opus Genetics, Inc.'s revenue compounded faster (50.3% CAGR vs -43.9%).
Opus Genetics, Inc. is a clinical-stage biotechnology company specializing in the development of targeted gene therapies for inherited retinal diseases. It focuses on addressing unmet medical needs for patients living with rare, vision-threatening ocular conditions, with operations centered on advancing accessible therapeutic candidates for global rare disease patient populations.
Navitas Semiconductor Corp is a leading global semiconductor firm specializing in gallium nitride (GaN) power integrated circuits. Its high-efficiency, compact power solutions serve consumer electronics, electric vehicles, renewable energy, and industrial sectors, with clients spanning North America, Asia, and Europe.
IRD vs NVTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.9M | $7.3M |
| Net Profit | — | $-31.8M |
| Gross Margin | — | 38.1% |
| Operating Margin | — | -567.3% |
| Net Margin | — | -436.1% |
| Revenue YoY | -10.2% | -59.4% |
| Net Profit YoY | 53.0% | 20.2% |
| EPS (diluted) | — | $-0.14 |
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 | $3.9M | $7.3M | ||
| Q3 25 | $3.1M | $10.1M | ||
| Q2 25 | $2.9M | $14.5M | ||
| Q1 25 | $4.4M | $14.0M | ||
| Q4 24 | $4.3M | $18.0M | ||
| Q3 24 | $3.9M | $21.7M | ||
| Q2 24 | $1.1M | $20.5M | ||
| Q1 24 | $1.7M | $23.2M |
| Q4 25 | — | $-31.8M | ||
| Q3 25 | $-17.5M | $-19.2M | ||
| Q2 25 | $-7.4M | $-49.1M | ||
| Q1 25 | $-8.2M | $-16.8M | ||
| Q4 24 | — | $-39.9M | ||
| Q3 24 | $-7.5M | $-18.7M | ||
| Q2 24 | $-7.8M | $-22.3M | ||
| Q1 24 | $-7.1M | $-3.7M |
| Q4 25 | — | 38.1% | ||
| Q3 25 | — | 37.9% | ||
| Q2 25 | — | 16.1% | ||
| Q1 25 | — | 37.9% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 39.7% | ||
| Q2 24 | — | 39.0% | ||
| Q1 24 | — | 41.1% |
| Q4 25 | — | -567.3% | ||
| Q3 25 | -269.9% | -192.0% | ||
| Q2 25 | -309.0% | -149.4% | ||
| Q1 25 | -227.2% | -180.5% | ||
| Q4 24 | — | -216.9% | ||
| Q3 24 | -207.1% | -133.6% | ||
| Q2 24 | -748.9% | -152.1% | ||
| Q1 24 | -450.5% | -136.2% |
| Q4 25 | — | -436.1% | ||
| Q3 25 | -566.9% | -190.2% | ||
| Q2 25 | -257.5% | -338.7% | ||
| Q1 25 | -187.5% | -120.1% | ||
| Q4 24 | — | -221.7% | ||
| Q3 24 | -194.6% | -86.4% | ||
| Q2 24 | -698.3% | -109.1% | ||
| Q1 24 | -415.3% | -15.9% |
| Q4 25 | — | $-0.14 | ||
| Q3 25 | $-0.25 | $-0.09 | ||
| Q2 25 | $-0.12 | $-0.25 | ||
| Q1 25 | $-0.24 | $-0.09 | ||
| Q4 24 | — | $-0.22 | ||
| Q3 24 | $-0.29 | $-0.10 | ||
| Q2 24 | $-0.30 | $-0.12 | ||
| Q1 24 | $-0.29 | $-0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $45.1M | $236.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $15.3M | $443.7M |
| Total Assets | $50.2M | $500.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $45.1M | $236.9M | ||
| Q3 25 | $30.8M | $150.6M | ||
| Q2 25 | $32.4M | $161.2M | ||
| Q1 25 | $41.8M | $75.1M | ||
| Q4 24 | $30.3M | $86.7M | ||
| Q3 24 | $36.6M | $98.3M | ||
| Q2 24 | $41.4M | $111.7M | ||
| Q1 24 | $47.2M | $128.9M |
| Q4 25 | $15.3M | $443.7M | ||
| Q3 25 | $6.0M | $371.0M | ||
| Q2 25 | $17.5M | $388.9M | ||
| Q1 25 | $5.1M | $341.8M | ||
| Q4 24 | $6.7M | $348.0M | ||
| Q3 24 | $34.3M | $380.8M | ||
| Q2 24 | $40.6M | $388.1M | ||
| Q1 24 | $46.1M | $397.9M |
| Q4 25 | $50.2M | $500.5M | ||
| Q3 25 | $36.1M | $430.2M | ||
| Q2 25 | $38.7M | $449.4M | ||
| Q1 25 | $48.2M | $370.8M | ||
| Q4 24 | $36.9M | $390.0M | ||
| Q3 24 | $40.4M | $419.4M | ||
| Q2 24 | $44.8M | $439.1M | ||
| Q1 24 | $51.8M | $467.9M |
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 | $-35.3M | $-8.1M |
| Free Cash FlowOCF − Capex | — | $-8.2M |
| FCF MarginFCF / Revenue | — | -111.8% |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-44.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-35.3M | $-8.1M | ||
| Q3 25 | $-6.2M | $-10.0M | ||
| Q2 25 | $-10.3M | $-11.2M | ||
| Q1 25 | $-9.0M | $-13.5M | ||
| Q4 24 | $-25.6M | $-10.2M | ||
| Q3 24 | $-5.1M | $-13.7M | ||
| Q2 24 | $-7.3M | $-15.1M | ||
| Q1 24 | $-5.7M | $-19.8M |
| Q4 25 | — | $-8.2M | ||
| Q3 25 | — | $-10.7M | ||
| Q2 25 | — | $-11.9M | ||
| Q1 25 | — | $-13.6M | ||
| Q4 24 | — | $-10.8M | ||
| Q3 24 | — | $-14.3M | ||
| Q2 24 | — | $-17.9M | ||
| Q1 24 | — | $-22.7M |
| Q4 25 | — | -111.8% | ||
| Q3 25 | — | -106.1% | ||
| Q2 25 | — | -82.2% | ||
| Q1 25 | — | -96.8% | ||
| Q4 24 | — | -59.8% | ||
| Q3 24 | — | -65.9% | ||
| Q2 24 | — | -87.3% | ||
| Q1 24 | — | -97.9% |
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 13.4% | ||
| Q1 24 | — | 12.5% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
