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Side-by-side financial comparison of LandBridge Co LLC (LB) 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 $56.8M, roughly 1.8× LandBridge Co LLC). LandBridge Co LLC runs the higher net margin — 14.2% vs 10.3%, a 3.9% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (55.6% vs 21.0%). LandBridge Co LLC produced more free cash flow last quarter ($122.0M vs $16.8M). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (72.8% CAGR vs 30.2%).
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.
LB vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $56.8M | $103.6M |
| Net Profit | $8.1M | $10.6M |
| Gross Margin | — | 78.2% |
| Operating Margin | 60.0% | 18.1% |
| Net Margin | 14.2% | 10.3% |
| Revenue YoY | 55.6% | 21.0% |
| Net Profit YoY | -83.7% | 9.4% |
| EPS (diluted) | $0.24 | $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 | $56.8M | $103.6M | ||
| Q3 25 | $50.8M | $85.8M | ||
| Q2 25 | $47.5M | $78.9M | ||
| Q1 25 | $44.0M | $61.3M | ||
| Q4 24 | $36.5M | $85.6M | ||
| Q3 24 | $28.5M | $73.1M | ||
| Q2 24 | $26.0M | $73.2M | ||
| Q1 24 | $19.0M | $61.1M |
| Q4 25 | $8.1M | $10.6M | ||
| Q3 25 | $8.1M | $8.2M | ||
| Q2 25 | $7.5M | $3.2M | ||
| Q1 25 | $6.5M | $-3.0M | ||
| Q4 24 | $49.3M | $9.7M | ||
| Q3 24 | $2.7M | $5.2M | ||
| Q2 24 | $-57.7M | $4.3M | ||
| Q1 24 | $10.8M | $-2.2M |
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 75.8% | ||
| Q2 25 | — | 74.5% | ||
| Q1 25 | — | 74.0% | ||
| Q4 24 | — | 75.2% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 73.9% | ||
| Q1 24 | — | 71.1% |
| Q4 25 | 60.0% | 18.1% | ||
| Q3 25 | 60.8% | 12.8% | ||
| Q2 25 | 60.0% | 5.2% | ||
| Q1 25 | 57.0% | -7.4% | ||
| Q4 24 | 49.4% | 14.6% | ||
| Q3 24 | 11.2% | 9.3% | ||
| Q2 24 | -197.4% | 8.0% | ||
| Q1 24 | 71.1% | -4.9% |
| Q4 25 | 14.2% | 10.3% | ||
| Q3 25 | 15.9% | 9.6% | ||
| Q2 25 | 15.8% | 4.1% | ||
| Q1 25 | 14.7% | -4.9% | ||
| Q4 24 | 135.2% | 11.4% | ||
| Q3 24 | 9.3% | 7.1% | ||
| Q2 24 | -222.1% | 5.9% | ||
| Q1 24 | 56.7% | -3.6% |
| Q4 25 | $0.24 | $0.45 | ||
| Q3 25 | $0.26 | $0.36 | ||
| Q2 25 | $0.24 | $0.14 | ||
| Q1 25 | $0.20 | $-0.13 | ||
| Q4 24 | — | $0.40 | ||
| Q3 24 | $-0.04 | $0.21 | ||
| Q2 24 | — | $0.18 | ||
| Q1 24 | — | $-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 | $30.7M | $83.4M |
| Total DebtLower is stronger | $570.7M | $0 |
| Stockholders' EquityBook value | $340.3M | $218.9M |
| Total Assets | $1.4B | $273.9M |
| Debt / EquityLower = less leverage | 1.68× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $30.7M | $83.4M | ||
| Q3 25 | $28.3M | $66.0M | ||
| Q2 25 | $20.3M | $81.5M | ||
| Q1 25 | $14.9M | $83.6M | ||
| Q4 24 | $37.0M | $94.4M | ||
| Q3 24 | $14.4M | $82.1M | ||
| Q2 24 | $24.6M | $73.6M | ||
| Q1 24 | — | $60.7M |
| Q4 25 | $570.7M | $0 | ||
| Q3 25 | $366.1M | $0 | ||
| Q2 25 | $370.9M | — | ||
| Q1 25 | $375.5M | — | ||
| Q4 24 | $385.5M | — | ||
| Q3 24 | $242.4M | $27.0M | ||
| Q2 24 | $360.8M | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $340.3M | $218.9M | ||
| Q3 25 | $272.0M | $204.9M | ||
| Q2 25 | $266.4M | $194.9M | ||
| Q1 25 | $217.0M | $205.6M | ||
| Q4 24 | $211.8M | $216.6M | ||
| Q3 24 | $97.2M | $207.9M | ||
| Q2 24 | $296.4M | $200.7M | ||
| Q1 24 | $162.3M | $193.5M |
| Q4 25 | $1.4B | $273.9M | ||
| Q3 25 | $1.1B | $259.2M | ||
| Q2 25 | $1.1B | $273.0M | ||
| Q1 25 | $1.0B | $280.2M | ||
| Q4 24 | $1.0B | $297.9M | ||
| Q3 24 | $689.9M | $287.7M | ||
| Q2 24 | $710.5M | $278.8M | ||
| Q1 24 | — | $272.0M |
| Q4 25 | 1.68× | 0.00× | ||
| Q3 25 | 1.35× | 0.00× | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 1.82× | — | ||
| Q3 24 | 2.49× | 0.13× | ||
| Q2 24 | 1.22× | 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 | $126.3M | $17.3M |
| Free Cash FlowOCF − Capex | $122.0M | $16.8M |
| FCF MarginFCF / Revenue | 214.9% | 16.2% |
| Capex IntensityCapex / Revenue | 7.5% | 0.5% |
| Cash ConversionOCF / Net Profit | 15.68× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $207.7M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $126.3M | $17.3M | ||
| Q3 25 | $34.9M | $10.3M | ||
| Q2 25 | $37.3M | $14.8M | ||
| Q1 25 | $15.9M | $417.0K | ||
| Q4 24 | $67.6M | $16.3M | ||
| Q3 24 | $7.5M | $10.3M | ||
| Q2 24 | $16.0M | $13.1M | ||
| Q1 24 | $17.2M | $924.0K |
| Q4 25 | $122.0M | $16.8M | ||
| Q3 25 | $33.7M | $9.2M | ||
| Q2 25 | $36.1M | $14.4M | ||
| Q1 25 | $15.8M | $38.0K | ||
| Q4 24 | $66.7M | $15.9M | ||
| Q3 24 | $7.1M | $9.3M | ||
| Q2 24 | $15.7M | $12.6M | ||
| Q1 24 | $17.1M | $442.0K |
| Q4 25 | 214.9% | 16.2% | ||
| Q3 25 | 66.3% | 10.8% | ||
| Q2 25 | 75.9% | 18.2% | ||
| Q1 25 | 36.0% | 0.1% | ||
| Q4 24 | 182.6% | 18.5% | ||
| Q3 24 | 25.1% | 12.7% | ||
| Q2 24 | 60.4% | 17.3% | ||
| Q1 24 | 90.1% | 0.7% |
| Q4 25 | 7.5% | 0.5% | ||
| Q3 25 | 2.3% | 1.3% | ||
| Q2 25 | 2.6% | 0.5% | ||
| Q1 25 | 0.2% | 0.6% | ||
| Q4 24 | 2.7% | 0.5% | ||
| Q3 24 | 1.1% | 1.3% | ||
| Q2 24 | 1.4% | 0.7% | ||
| Q1 24 | 0.5% | 0.8% |
| Q4 25 | 15.68× | 1.63× | ||
| Q3 25 | 4.31× | 1.26× | ||
| Q2 25 | 4.98× | 4.59× | ||
| Q1 25 | 2.46× | — | ||
| Q4 24 | 1.37× | 1.68× | ||
| Q3 24 | 2.80× | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | 1.60× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LB
Segment breakdown not available.
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
