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Side-by-side financial comparison of INNOVATIVE SOLUTIONS & SUPPORT INC (ISSC) and Owlet, Inc. (OWLT). Click either name above to swap in a different company.
Owlet, Inc. is the larger business by last-quarter revenue ($26.6M vs $21.8M, roughly 1.2× INNOVATIVE SOLUTIONS & SUPPORT INC). INNOVATIVE SOLUTIONS & SUPPORT INC runs the higher net margin — 18.6% vs -34.6%, a 53.2% gap on every dollar of revenue. On growth, INNOVATIVE SOLUTIONS & SUPPORT INC posted the faster year-over-year revenue change (36.6% vs 29.6%). INNOVATIVE SOLUTIONS & SUPPORT INC produced more free cash flow last quarter ($7.0M vs $-651.0K). Over the past eight quarters, INNOVATIVE SOLUTIONS & SUPPORT INC's revenue compounded faster (42.5% CAGR vs 34.2%).
Motorola Solutions, Inc., is an American technology company that provides safety and security products and services. Headquartered in Chicago, Illinois, the company provides critical communications, video security, and command center technologies, used by public safety agencies and enterprises. It was formed in 2011 by the division of Motorola, Inc., and is its legal successor; the former company's mobile phone division was spun off as Motorola Mobility, now part of Chinese technology company...
Owlet, Inc. is a pediatric health technology firm that develops smart wearable monitoring products for infants, most notably its signature smart sock that tracks real-time heart rate, oxygen levels, and sleep metrics. It serves global consumer markets across North America, Europe, and Asia-Pacific, distributing products via direct-to-consumer e-commerce and partnered retail outlets, focused on supporting parental peace of mind and infant health safety.
ISSC vs OWLT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $21.8M | $26.6M |
| Net Profit | $4.1M | $-9.2M |
| Gross Margin | 54.5% | 47.6% |
| Operating Margin | 28.9% | -18.4% |
| Net Margin | 18.6% | -34.6% |
| Revenue YoY | 36.6% | 29.6% |
| Net Profit YoY | 451.4% | -1.5% |
| EPS (diluted) | $0.22 | — |
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 | $21.8M | $26.6M | ||
| Q3 25 | $22.2M | $32.0M | ||
| Q2 25 | $24.1M | $26.1M | ||
| Q1 25 | $21.9M | $21.1M | ||
| Q4 24 | $16.0M | $20.5M | ||
| Q3 24 | $15.4M | $22.1M | ||
| Q2 24 | $11.8M | $20.7M | ||
| Q1 24 | $10.7M | $14.8M |
| Q4 25 | $4.1M | $-9.2M | ||
| Q3 25 | $7.1M | $4.1M | ||
| Q2 25 | $2.4M | $-37.6M | ||
| Q1 25 | $5.3M | $3.0M | ||
| Q4 24 | $736.2K | $-9.1M | ||
| Q3 24 | $3.2M | $-5.6M | ||
| Q2 24 | $1.6M | $-1.1M | ||
| Q1 24 | $1.2M | $3.3M |
| Q4 25 | 54.5% | 47.6% | ||
| Q3 25 | 63.2% | 50.6% | ||
| Q2 25 | 35.5% | 51.3% | ||
| Q1 25 | 51.4% | 53.7% | ||
| Q4 24 | 41.4% | 53.5% | ||
| Q3 24 | 55.4% | 52.2% | ||
| Q2 24 | 53.4% | 49.5% | ||
| Q1 24 | 52.0% | 44.4% |
| Q4 25 | 28.9% | -18.4% | ||
| Q3 25 | 37.0% | 3.8% | ||
| Q2 25 | 14.6% | -7.4% | ||
| Q1 25 | 31.8% | -12.7% | ||
| Q4 24 | 8.4% | -36.2% | ||
| Q3 24 | 28.4% | -21.8% | ||
| Q2 24 | 17.3% | -10.8% | ||
| Q1 24 | 15.3% | -39.0% |
| Q4 25 | 18.6% | -34.6% | ||
| Q3 25 | 32.0% | 12.9% | ||
| Q2 25 | 10.1% | -144.4% | ||
| Q1 25 | 24.3% | 14.3% | ||
| Q4 24 | 4.6% | -44.2% | ||
| Q3 24 | 20.7% | -25.4% | ||
| Q2 24 | 13.2% | -5.5% | ||
| Q1 24 | 11.3% | 22.2% |
| Q4 25 | $0.22 | — | ||
| Q3 25 | $0.40 | $-0.06 | ||
| Q2 25 | $0.14 | $-2.37 | ||
| Q1 25 | $0.30 | $0.11 | ||
| Q4 24 | $0.04 | $-0.15 | ||
| Q3 24 | $0.18 | $-0.61 | ||
| Q2 24 | $0.09 | $-0.30 | ||
| Q1 24 | $0.07 | $-0.51 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $8.3M | $35.5M |
| Total DebtLower is stronger | $23.8M | — |
| Stockholders' EquityBook value | $68.7M | $19.0M |
| Total Assets | $109.9M | $85.6M |
| Debt / EquityLower = less leverage | 0.35× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.3M | $35.5M | ||
| Q3 25 | $2.7M | $23.8M | ||
| Q2 25 | $601.8K | $21.8M | ||
| Q1 25 | $1.2M | $16.3M | ||
| Q4 24 | $604.6K | $20.2M | ||
| Q3 24 | $539.0K | $21.6M | ||
| Q2 24 | $521.0K | $15.4M | ||
| Q1 24 | $574.1K | $18.4M |
| Q4 25 | $23.8M | — | ||
| Q3 25 | $24.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | $68.7M | $19.0M | ||
| Q3 25 | $64.6M | $-54.1M | ||
| Q2 25 | $56.8M | $-59.2M | ||
| Q1 25 | $53.5M | $-25.8M | ||
| Q4 24 | $47.8M | $-29.8M | ||
| Q3 24 | $46.6M | $-21.5M | ||
| Q2 24 | $43.2M | $-33.4M | ||
| Q1 24 | $41.4M | $-32.9M |
| Q4 25 | $109.9M | $85.6M | ||
| Q3 25 | $103.4M | $74.9M | ||
| Q2 25 | $91.8M | $63.5M | ||
| Q1 25 | $89.9M | $51.4M | ||
| Q4 24 | $81.3M | $49.5M | ||
| Q3 24 | $82.4M | $56.1M | ||
| Q2 24 | $59.8M | $45.9M | ||
| Q1 24 | $57.6M | $43.8M |
| Q4 25 | 0.35× | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $8.2M | $-452.0K |
| Free Cash FlowOCF − Capex | $7.0M | $-651.0K |
| FCF MarginFCF / Revenue | 32.3% | -2.5% |
| Capex IntensityCapex / Revenue | 5.1% | 0.7% |
| Cash ConversionOCF / Net Profit | 2.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | $12.3M | $-11.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.2M | $-452.0K | ||
| Q3 25 | $3.0M | $-2.2M | ||
| Q2 25 | $7.2M | $-2.2M | ||
| Q1 25 | $1.3M | $-5.9M | ||
| Q4 24 | $1.8M | $3.0M | ||
| Q3 24 | $445.3K | $-7.5M | ||
| Q2 24 | $934.1K | $-3.4M | ||
| Q1 24 | $201.1K | $-3.4M |
| Q4 25 | $7.0M | $-651.0K | ||
| Q3 25 | $2.0M | $-2.2M | ||
| Q2 25 | $3.5M | $-2.3M | ||
| Q1 25 | $-267.7K | $-5.9M | ||
| Q4 24 | $1.6M | $3.0M | ||
| Q3 24 | $299.5K | $-7.5M | ||
| Q2 24 | $730.8K | $-3.4M | ||
| Q1 24 | $75.4K | — |
| Q4 25 | 32.3% | -2.5% | ||
| Q3 25 | 8.8% | -6.8% | ||
| Q2 25 | 14.6% | -8.8% | ||
| Q1 25 | -1.2% | -28.1% | ||
| Q4 24 | 9.9% | 14.5% | ||
| Q3 24 | 1.9% | -33.9% | ||
| Q2 24 | 6.2% | -16.3% | ||
| Q1 24 | 0.7% | — |
| Q4 25 | 5.1% | 0.7% | ||
| Q3 25 | 4.5% | 0.0% | ||
| Q2 25 | 15.3% | 0.2% | ||
| Q1 25 | 7.1% | 0.0% | ||
| Q4 24 | 1.6% | 0.2% | ||
| Q3 24 | 0.9% | 0.0% | ||
| Q2 24 | 1.7% | 0.0% | ||
| Q1 24 | 1.2% | 0.0% |
| Q4 25 | 2.01× | — | ||
| Q3 25 | 0.42× | -0.52× | ||
| Q2 25 | 2.95× | — | ||
| Q1 25 | 0.24× | -1.96× | ||
| Q4 24 | 2.50× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.60× | — | ||
| Q1 24 | 0.17× | -1.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ISSC
| Products | $13.6M | 62% |
| Services | $8.2M | 38% |
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
