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Side-by-side financial comparison of JOHNSON OUTDOORS INC (JOUT) and ServiceTitan, Inc. (TTAN). Click either name above to swap in a different company.
ServiceTitan, Inc. is the larger business by last-quarter revenue ($249.2M vs $140.9M, roughly 1.8× JOHNSON OUTDOORS INC). JOHNSON OUTDOORS INC runs the higher net margin — -2.3% vs -15.9%, a 13.5% gap on every dollar of revenue. On growth, JOHNSON OUTDOORS INC posted the faster year-over-year revenue change (30.9% vs 25.0%). ServiceTitan, Inc. produced more free cash flow last quarter ($42.2M vs $-42.7M).
Johnson Outdoors Inc. produces outdoor recreational products such as watercraft, diving equipment, camping gear, and outdoor clothing. It has operations in 24 locations worldwide, employs 1,400 people and reports sales of more than $315 million. Helen Johnson-Leipold, one of Samuel Curtis Johnson, Jr.'s four children, has run the company since 1999.
Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent holding company of Google and several former Google subsidiaries. Alphabet is listed on the large-cap section of the Nasdaq under the ticker symbols GOOGL and GOOG; both classes of stock are components of major stock market indices such as the S&P 500 and Nasdaq-100. Alphabet ha...
JOUT vs TTAN — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $140.9M | $249.2M |
| Net Profit | $-3.3M | $-39.5M |
| Gross Margin | 36.6% | 70.8% |
| Operating Margin | -2.1% | -16.9% |
| Net Margin | -2.3% | -15.9% |
| Revenue YoY | 30.9% | 25.0% |
| Net Profit YoY | 78.4% | 14.9% |
| EPS (diluted) | — | $-0.42 |
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.
| Q1 26 | $140.9M | — | ||
| Q4 25 | $135.8M | $249.2M | ||
| Q3 25 | — | $242.1M | ||
| Q2 25 | $180.7M | $215.7M | ||
| Q1 25 | $168.3M | $209.3M | ||
| Q4 24 | $107.6M | $199.3M | ||
| Q3 24 | $105.9M | — | ||
| Q2 24 | $172.5M | $170.3M |
| Q1 26 | $-3.3M | — | ||
| Q4 25 | $-29.1M | $-39.5M | ||
| Q3 25 | — | $-32.2M | ||
| Q2 25 | $7.7M | $-46.4M | ||
| Q1 25 | $2.3M | $-100.9M | ||
| Q4 24 | $-15.3M | $-46.5M | ||
| Q3 24 | $-34.3M | — | ||
| Q2 24 | $1.6M | $-56.0M |
| Q1 26 | 36.6% | — | ||
| Q4 25 | 36.2% | 70.8% | ||
| Q3 25 | — | 70.8% | ||
| Q2 25 | 37.6% | 68.8% | ||
| Q1 25 | 35.0% | 66.0% | ||
| Q4 24 | 29.9% | 65.2% | ||
| Q3 24 | 23.5% | — | ||
| Q2 24 | 35.8% | 62.2% |
| Q1 26 | -2.1% | — | ||
| Q4 25 | -6.0% | -16.9% | ||
| Q3 25 | — | -14.4% | ||
| Q2 25 | 4.1% | -23.0% | ||
| Q1 25 | 2.9% | -47.7% | ||
| Q4 24 | -18.8% | -22.1% | ||
| Q3 24 | -40.4% | — | ||
| Q2 24 | -0.3% | -31.4% |
| Q1 26 | -2.3% | — | ||
| Q4 25 | -21.4% | -15.9% | ||
| Q3 25 | — | -13.3% | ||
| Q2 25 | 4.3% | -21.5% | ||
| Q1 25 | 1.4% | -48.2% | ||
| Q4 24 | -14.2% | -23.3% | ||
| Q3 24 | -32.4% | — | ||
| Q2 24 | 0.9% | -32.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | $-0.42 | ||
| Q3 25 | — | $-0.35 | ||
| Q2 25 | — | $-0.51 | ||
| Q1 25 | — | $-3.34 | ||
| Q4 24 | — | $-1.74 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-2.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $130.7M | $493.2M |
| Total DebtLower is stronger | $0 | $103.6M |
| Stockholders' EquityBook value | $413.5M | $1.5B |
| Total Assets | $600.1M | $1.8B |
| Debt / EquityLower = less leverage | 0.00× | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $130.7M | — | ||
| Q4 25 | $176.4M | $493.2M | ||
| Q3 25 | — | $471.5M | ||
| Q2 25 | $161.0M | $420.3M | ||
| Q1 25 | $94.0M | $441.8M | ||
| Q4 24 | $101.6M | $133.8M | ||
| Q3 24 | $162.0M | — | ||
| Q2 24 | $148.4M | $116.2M |
| Q1 26 | $0 | — | ||
| Q4 25 | $0 | $103.6M | ||
| Q3 25 | — | $103.7M | ||
| Q2 25 | $0 | $103.9M | ||
| Q1 25 | $0 | $104.0M | ||
| Q4 24 | $0 | $174.2M | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
| Q1 26 | $413.5M | — | ||
| Q4 25 | $418.4M | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $450.5M | $1.5B | ||
| Q1 25 | $441.1M | $1.5B | ||
| Q4 24 | $440.3M | $-576.8M | ||
| Q3 24 | $463.4M | — | ||
| Q2 24 | $498.7M | $-506.0M |
| Q1 26 | $600.1M | — | ||
| Q4 25 | $604.1M | $1.8B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $634.5M | $1.7B | ||
| Q1 25 | $624.5M | $1.8B | ||
| Q4 24 | $612.9M | $1.5B | ||
| Q3 24 | $635.2M | — | ||
| Q2 24 | $679.8M | — |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.00× | 0.07× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | 0.00× | 0.07× | ||
| Q1 25 | 0.00× | 0.07× | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — |
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 | $-38.4M | $43.8M |
| Free Cash FlowOCF − Capex | $-42.7M | $42.2M |
| FCF MarginFCF / Revenue | -30.3% | 16.9% |
| Capex IntensityCapex / Revenue | 3.0% | 0.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $38.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-38.4M | — | ||
| Q4 25 | $23.4M | $43.8M | ||
| Q3 25 | — | $40.3M | ||
| Q2 25 | $71.4M | $-14.6M | ||
| Q1 25 | $-1.7M | — | ||
| Q4 24 | $-36.9M | $15.5M | ||
| Q3 24 | $19.1M | — | ||
| Q2 24 | $73.7M | $-19.2M |
| Q1 26 | $-42.7M | — | ||
| Q4 25 | $19.2M | $42.2M | ||
| Q3 25 | — | $39.2M | ||
| Q2 25 | $66.9M | $-15.9M | ||
| Q1 25 | $-5.0M | — | ||
| Q4 24 | $-41.0M | $14.5M | ||
| Q3 24 | $13.5M | — | ||
| Q2 24 | $67.4M | $-19.9M |
| Q1 26 | -30.3% | — | ||
| Q4 25 | 14.2% | 16.9% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | 37.0% | -7.4% | ||
| Q1 25 | -2.9% | — | ||
| Q4 24 | -38.1% | 7.3% | ||
| Q3 24 | 12.8% | — | ||
| Q2 24 | 39.1% | -11.7% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.1% | 0.6% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | 2.5% | 0.6% | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 3.8% | 0.5% | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 3.6% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 9.22× | — | ||
| Q1 25 | -0.72× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 45.41× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |
TTAN
| Subscription Revenue | $182.8M | 73% |
| Usage Revenue | $56.8M | 23% |
| Professional Services And Other Revenue | $9.6M | 4% |