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Side-by-side financial comparison of Inspirato Inc (ISPO) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
TACTILE SYSTEMS TECHNOLOGY INC is the larger business by last-quarter revenue ($103.6M vs $55.5M, roughly 1.9× Inspirato Inc). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs -8.1%, a 18.4% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs -19.6%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-3.0M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs -11.4%).
Inspirato Inc is a luxury travel and hospitality subscription service provider catering primarily to high-net-worth consumers across North America. It offers curated premium villa rentals, exclusive resort access, customized trip planning, and corporate travel incentive solutions for enterprise clients.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
ISPO vs TCMD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $55.5M | $103.6M |
| Net Profit | $-4.5M | $10.6M |
| Gross Margin | 31.4% | 78.2% |
| Operating Margin | -8.0% | 18.1% |
| Net Margin | -8.1% | 10.3% |
| Revenue YoY | -19.6% | 21.0% |
| Net Profit YoY | -204.4% | 9.4% |
| EPS (diluted) | $-0.36 | $0.45 |
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 | — | $103.6M | ||
| Q3 25 | $55.5M | $85.8M | ||
| Q2 25 | $63.1M | $78.9M | ||
| Q1 25 | $65.9M | $61.3M | ||
| Q4 24 | $63.1M | $85.6M | ||
| Q3 24 | $69.1M | $73.1M | ||
| Q2 24 | $67.4M | $73.2M | ||
| Q1 24 | $80.2M | $61.1M |
| Q4 25 | — | $10.6M | ||
| Q3 25 | $-4.5M | $8.2M | ||
| Q2 25 | $-5.3M | $3.2M | ||
| Q1 25 | $1.6M | $-3.0M | ||
| Q4 24 | $-2.3M | $9.7M | ||
| Q3 24 | $4.3M | $5.2M | ||
| Q2 24 | $-8.7M | $4.3M | ||
| Q1 24 | $1.3M | $-2.2M |
| Q4 25 | — | 78.2% | ||
| Q3 25 | 31.4% | 75.8% | ||
| Q2 25 | 27.5% | 74.5% | ||
| Q1 25 | 38.8% | 74.0% | ||
| Q4 24 | 34.7% | 75.2% | ||
| Q3 24 | 71.5% | 75.0% | ||
| Q2 24 | 24.0% | 73.9% | ||
| Q1 24 | 39.5% | 71.1% |
| Q4 25 | — | 18.1% | ||
| Q3 25 | -8.0% | 12.8% | ||
| Q2 25 | -8.3% | 5.2% | ||
| Q1 25 | 2.5% | -7.4% | ||
| Q4 24 | -3.2% | 14.6% | ||
| Q3 24 | 9.8% | 9.3% | ||
| Q2 24 | -22.8% | 8.0% | ||
| Q1 24 | 3.0% | -4.9% |
| Q4 25 | — | 10.3% | ||
| Q3 25 | -8.1% | 9.6% | ||
| Q2 25 | -8.4% | 4.1% | ||
| Q1 25 | 2.5% | -4.9% | ||
| Q4 24 | -3.6% | 11.4% | ||
| Q3 24 | 6.3% | 7.1% | ||
| Q2 24 | -12.9% | 5.9% | ||
| Q1 24 | 1.6% | -3.6% |
| Q4 25 | — | $0.45 | ||
| Q3 25 | $-0.36 | $0.36 | ||
| Q2 25 | $-0.42 | $0.14 | ||
| Q1 25 | $0.12 | $-0.13 | ||
| Q4 24 | $0.98 | $0.40 | ||
| Q3 24 | $0.62 | $0.21 | ||
| Q2 24 | $-2.33 | $0.18 | ||
| Q1 24 | $-0.18 | $-0.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $13.7M | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $-134.0M | $218.9M |
| Total Assets | $228.3M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $83.4M | ||
| Q3 25 | $13.7M | $66.0M | ||
| Q2 25 | $16.7M | $81.5M | ||
| Q1 25 | $16.4M | $83.6M | ||
| Q4 24 | $21.8M | $94.4M | ||
| Q3 24 | $13.5M | $82.1M | ||
| Q2 24 | $18.8M | $73.6M | ||
| Q1 24 | $22.6M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | — | $218.9M | ||
| Q3 25 | $-134.0M | $204.9M | ||
| Q2 25 | $-129.7M | $194.9M | ||
| Q1 25 | $-125.2M | $205.6M | ||
| Q4 24 | $-129.9M | $216.6M | ||
| Q3 24 | $-134.6M | $207.9M | ||
| Q2 24 | $-35.2M | $200.7M | ||
| Q1 24 | $-27.5M | $193.5M |
| Q4 25 | — | $273.9M | ||
| Q3 25 | $228.3M | $259.2M | ||
| Q2 25 | $252.6M | $273.0M | ||
| Q1 25 | $270.1M | $280.2M | ||
| Q4 24 | $273.9M | $297.9M | ||
| Q3 24 | $273.3M | $287.7M | ||
| Q2 24 | $301.7M | $278.8M | ||
| Q1 24 | $313.0M | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $-2.2M | $17.3M |
| Free Cash FlowOCF − Capex | $-3.0M | $16.8M |
| FCF MarginFCF / Revenue | -5.4% | 16.2% |
| Capex IntensityCapex / Revenue | 1.4% | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $-31.2M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $17.3M | ||
| Q3 25 | $-2.2M | $10.3M | ||
| Q2 25 | $1.1M | $14.8M | ||
| Q1 25 | $-6.6M | $417.0K | ||
| Q4 24 | $-15.8M | $16.3M | ||
| Q3 24 | $-13.7M | $10.3M | ||
| Q2 24 | $-1.8M | $13.1M | ||
| Q1 24 | $-7.2M | $924.0K |
| Q4 25 | — | $16.8M | ||
| Q3 25 | $-3.0M | $9.2M | ||
| Q2 25 | $468.0K | $14.4M | ||
| Q1 25 | $-7.5M | $38.0K | ||
| Q4 24 | $-21.2M | $15.9M | ||
| Q3 24 | $-14.8M | $9.3M | ||
| Q2 24 | $-3.7M | $12.6M | ||
| Q1 24 | $-8.5M | $442.0K |
| Q4 25 | — | 16.2% | ||
| Q3 25 | -5.4% | 10.8% | ||
| Q2 25 | 0.7% | 18.2% | ||
| Q1 25 | -11.4% | 0.1% | ||
| Q4 24 | -33.7% | 18.5% | ||
| Q3 24 | -21.5% | 12.7% | ||
| Q2 24 | -5.5% | 17.3% | ||
| Q1 24 | -10.6% | 0.7% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | 1.4% | 1.3% | ||
| Q2 25 | 1.0% | 0.5% | ||
| Q1 25 | 1.3% | 0.6% | ||
| Q4 24 | 8.7% | 0.5% | ||
| Q3 24 | 1.6% | 1.3% | ||
| Q2 24 | 2.8% | 0.7% | ||
| Q1 24 | 1.6% | 0.8% |
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | -4.09× | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | -3.16× | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | -5.70× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ISPO
| Residence And Hotel Travel | $25.9M | 47% |
| Subscription | $19.4M | 35% |
| Experiences And Bespoke Travel | $8.0M | 14% |
| Rewards And Other Revenue | $2.3M | 4% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |