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Side-by-side financial comparison of Klaviyo, Inc. (KVYO) and ROGERS CORP (ROG). Click either name above to swap in a different company.
Klaviyo, Inc. is the larger business by last-quarter revenue ($350.2M vs $200.5M, roughly 1.7× ROGERS CORP). ROGERS CORP runs the higher net margin — 2.2% vs 2.0%, a 0.2% gap on every dollar of revenue. On growth, Klaviyo, Inc. posted the faster year-over-year revenue change (29.6% vs 5.2%). Klaviyo, Inc. produced more free cash flow last quarter ($90.7M vs $1.1M). Over the past eight quarters, Klaviyo, Inc.'s revenue compounded faster (29.1% CAGR vs -3.3%).
Klaviyo is an American technology company that provides a marketing automation platform, used primarily for email marketing and SMS marketing.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
KVYO vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $350.2M | $200.5M |
| Net Profit | $7.0M | $4.5M |
| Gross Margin | 72.2% | 32.2% |
| Operating Margin | -0.5% | — |
| Net Margin | 2.0% | 2.2% |
| Revenue YoY | 29.6% | 5.2% |
| Net Profit YoY | 126.1% | 421.4% |
| EPS (diluted) | $0.03 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $350.2M | $201.5M | ||
| Q3 25 | $310.9M | $216.0M | ||
| Q2 25 | $293.1M | $202.8M | ||
| Q1 25 | $279.8M | $190.5M | ||
| Q4 24 | $270.2M | $192.2M | ||
| Q3 24 | $235.1M | $210.3M | ||
| Q2 24 | $222.2M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $7.0M | $4.6M | ||
| Q3 25 | $-426.0K | $8.6M | ||
| Q2 25 | $-24.3M | $-73.6M | ||
| Q1 25 | $-14.1M | $-1.4M | ||
| Q4 24 | $-27.0M | $-500.0K | ||
| Q3 24 | $-1.3M | $10.7M | ||
| Q2 24 | $-4.9M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 72.2% | 31.5% | ||
| Q3 25 | 75.5% | 33.5% | ||
| Q2 25 | 75.7% | 31.6% | ||
| Q1 25 | 75.8% | 29.9% | ||
| Q4 24 | 73.4% | 32.1% | ||
| Q3 24 | 76.9% | 35.2% | ||
| Q2 24 | 77.4% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 3.5% | ||
| Q3 25 | -3.5% | 7.3% | ||
| Q2 25 | -10.7% | -33.3% | ||
| Q1 25 | -8.5% | -0.2% | ||
| Q4 24 | -12.8% | -6.6% | ||
| Q3 24 | -5.6% | 6.9% | ||
| Q2 24 | -6.3% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.0% | 2.3% | ||
| Q3 25 | -0.1% | 4.0% | ||
| Q2 25 | -8.3% | -36.3% | ||
| Q1 25 | -5.0% | -0.7% | ||
| Q4 24 | -10.0% | -0.3% | ||
| Q3 24 | -0.6% | 5.1% | ||
| Q2 24 | -2.2% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.03 | $0.20 | ||
| Q3 25 | $0.00 | $0.48 | ||
| Q2 25 | $-0.09 | $-4.00 | ||
| Q1 25 | $-0.05 | $-0.08 | ||
| Q4 24 | $-0.09 | $-0.04 | ||
| Q3 24 | $-0.01 | $0.58 | ||
| Q2 24 | $-0.02 | $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 | $1.1B | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $1.2B |
| Total Assets | $1.6B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $1.1B | $197.0M | ||
| Q3 25 | $980.3M | $167.8M | ||
| Q2 25 | $935.5M | $157.2M | ||
| Q1 25 | $888.4M | $175.6M | ||
| Q4 24 | $881.5M | $159.8M | ||
| Q3 24 | $826.7M | $146.4M | ||
| Q2 24 | $793.6M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $979.5M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B |
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 | $93.2M | $5.8M |
| Free Cash FlowOCF − Capex | $90.7M | $1.1M |
| FCF MarginFCF / Revenue | 25.9% | 0.5% |
| Capex IntensityCapex / Revenue | 0.7% | 2.3% |
| Cash ConversionOCF / Net Profit | 13.26× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $208.5M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $93.2M | $46.9M | ||
| Q3 25 | $54.8M | $28.9M | ||
| Q2 25 | $55.7M | $13.7M | ||
| Q1 25 | $14.4M | $11.7M | ||
| Q4 24 | $60.1M | $33.7M | ||
| Q3 24 | $38.8M | $42.4M | ||
| Q2 24 | $40.9M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $90.7M | $42.2M | ||
| Q3 25 | $52.5M | $21.2M | ||
| Q2 25 | $53.7M | $5.6M | ||
| Q1 25 | $11.7M | $2.1M | ||
| Q4 24 | $57.7M | $18.3M | ||
| Q3 24 | $37.2M | $25.2M | ||
| Q2 24 | $40.1M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 25.9% | 20.9% | ||
| Q3 25 | 16.9% | 9.8% | ||
| Q2 25 | 18.3% | 2.8% | ||
| Q1 25 | 4.2% | 1.1% | ||
| Q4 24 | 21.4% | 9.5% | ||
| Q3 24 | 15.8% | 12.0% | ||
| Q2 24 | 18.1% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.7% | 2.3% | ||
| Q3 25 | 0.7% | 3.6% | ||
| Q2 25 | 0.7% | 4.0% | ||
| Q1 25 | 1.0% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 0.7% | 8.2% | ||
| Q2 24 | 0.3% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 13.26× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
