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Side-by-side financial comparison of Legacy Housing Corp (LEGH) 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 $25.5M, roughly 1.0× Legacy Housing Corp). Legacy Housing Corp runs the higher net margin — 32.2% vs -34.6%, a 66.8% gap on every dollar of revenue. On growth, Owlet, Inc. posted the faster year-over-year revenue change (29.6% vs -30.6%). Legacy Housing Corp produced more free cash flow last quarter ($15.7M vs $-651.0K). Over the past eight quarters, Owlet, Inc.'s revenue compounded faster (34.2% CAGR vs -9.1%).
Legacy Housing Corp is a prominent U.S.-based manufacturer of affordable manufactured homes, tiny homes, and accessory dwelling units. It mainly caters to low- and middle-income consumers across North America, providing customizable residential solutions, supporting construction materials, and after-sales services for individual and community development clients.
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.
LEGH vs OWLT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $25.5M | $26.6M |
| Net Profit | $8.2M | $-9.2M |
| Gross Margin | 26.4% | 47.6% |
| Operating Margin | 40.4% | -18.4% |
| Net Margin | 32.2% | -34.6% |
| Revenue YoY | -30.6% | 29.6% |
| Net Profit YoY | -43.5% | -1.5% |
| EPS (diluted) | $0.38 | — |
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 | $25.5M | $26.6M | ||
| Q3 25 | $28.8M | $32.0M | ||
| Q2 25 | $38.4M | $26.1M | ||
| Q1 25 | $24.3M | $21.1M | ||
| Q4 24 | $36.7M | $20.5M | ||
| Q3 24 | $30.2M | $22.1M | ||
| Q2 24 | $31.7M | $20.7M | ||
| Q1 24 | $30.8M | $14.8M |
| Q4 25 | $8.2M | $-9.2M | ||
| Q3 25 | $8.6M | $4.1M | ||
| Q2 25 | $14.7M | $-37.6M | ||
| Q1 25 | $10.3M | $3.0M | ||
| Q4 24 | $14.5M | $-9.1M | ||
| Q3 24 | $15.8M | $-5.6M | ||
| Q2 24 | $16.2M | $-1.1M | ||
| Q1 24 | $15.1M | $3.3M |
| Q4 25 | 26.4% | 47.6% | ||
| Q3 25 | 20.2% | 50.6% | ||
| Q2 25 | 32.4% | 51.3% | ||
| Q1 25 | 29.2% | 53.7% | ||
| Q4 24 | 27.3% | 53.5% | ||
| Q3 24 | 29.2% | 52.2% | ||
| Q2 24 | 31.9% | 49.5% | ||
| Q1 24 | 33.6% | 44.4% |
| Q4 25 | 40.4% | -18.4% | ||
| Q3 25 | 33.7% | 3.8% | ||
| Q2 25 | 43.8% | -7.4% | ||
| Q1 25 | 47.7% | -12.7% | ||
| Q4 24 | 42.3% | -36.2% | ||
| Q3 24 | 50.8% | -21.8% | ||
| Q2 24 | 50.6% | -10.8% | ||
| Q1 24 | 54.3% | -39.0% |
| Q4 25 | 32.2% | -34.6% | ||
| Q3 25 | 30.0% | 12.9% | ||
| Q2 25 | 38.3% | -144.4% | ||
| Q1 25 | 42.3% | 14.3% | ||
| Q4 24 | 39.5% | -44.2% | ||
| Q3 24 | 52.4% | -25.4% | ||
| Q2 24 | 51.1% | -5.5% | ||
| Q1 24 | 49.1% | 22.2% |
| Q4 25 | $0.38 | — | ||
| Q3 25 | $0.35 | $-0.06 | ||
| Q2 25 | $0.60 | $-2.37 | ||
| Q1 25 | $0.41 | $0.11 | ||
| Q4 24 | $0.59 | $-0.15 | ||
| Q3 24 | $0.64 | $-0.61 | ||
| Q2 24 | $0.65 | $-0.30 | ||
| Q1 24 | $0.60 | $-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 | $8.5M | $35.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $528.6M | $19.0M |
| Total Assets | $580.3M | $85.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.5M | $35.5M | ||
| Q3 25 | $13.6M | $23.8M | ||
| Q2 25 | $2.6M | $21.8M | ||
| Q1 25 | $3.4M | $16.3M | ||
| Q4 24 | $1.1M | $20.2M | ||
| Q3 24 | $570.0K | $21.6M | ||
| Q2 24 | $60.0K | $15.4M | ||
| Q1 24 | $621.0K | $18.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | $528.6M | $19.0M | ||
| Q3 25 | $521.6M | $-54.1M | ||
| Q2 25 | $512.8M | $-59.2M | ||
| Q1 25 | $503.7M | $-25.8M | ||
| Q4 24 | $494.0M | $-29.8M | ||
| Q3 24 | $479.3M | $-21.5M | ||
| Q2 24 | $463.2M | $-33.4M | ||
| Q1 24 | $450.4M | $-32.9M |
| Q4 25 | $580.3M | $85.6M | ||
| Q3 25 | $557.9M | $74.9M | ||
| Q2 25 | $552.0M | $63.5M | ||
| Q1 25 | $544.6M | $51.4M | ||
| Q4 24 | $534.2M | $49.5M | ||
| Q3 24 | $521.4M | $56.1M | ||
| Q2 24 | $514.9M | $45.9M | ||
| Q1 24 | $510.0M | $43.8M |
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 | $19.0M | $-452.0K |
| Free Cash FlowOCF − Capex | $15.7M | $-651.0K |
| FCF MarginFCF / Revenue | 61.6% | -2.5% |
| Capex IntensityCapex / Revenue | 13.1% | 0.7% |
| Cash ConversionOCF / Net Profit | 2.32× | — |
| TTM Free Cash FlowTrailing 4 quarters | $28.2M | $-11.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.0M | $-452.0K | ||
| Q3 25 | $7.2M | $-2.2M | ||
| Q2 25 | $6.1M | $-2.2M | ||
| Q1 25 | $4.9M | $-5.9M | ||
| Q4 24 | $7.9M | $3.0M | ||
| Q3 24 | $13.8M | $-7.5M | ||
| Q2 24 | $3.5M | $-3.4M | ||
| Q1 24 | $10.8M | $-3.4M |
| Q4 25 | $15.7M | $-651.0K | ||
| Q3 25 | $5.1M | $-2.2M | ||
| Q2 25 | $3.7M | $-2.3M | ||
| Q1 25 | $3.6M | $-5.9M | ||
| Q4 24 | $6.0M | $3.0M | ||
| Q3 24 | $9.1M | $-7.5M | ||
| Q2 24 | $1.7M | $-3.4M | ||
| Q1 24 | $9.9M | — |
| Q4 25 | 61.6% | -2.5% | ||
| Q3 25 | 17.8% | -6.8% | ||
| Q2 25 | 9.6% | -8.8% | ||
| Q1 25 | 15.0% | -28.1% | ||
| Q4 24 | 16.4% | 14.5% | ||
| Q3 24 | 30.2% | -33.9% | ||
| Q2 24 | 5.4% | -16.3% | ||
| Q1 24 | 32.2% | — |
| Q4 25 | 13.1% | 0.7% | ||
| Q3 25 | 7.1% | 0.0% | ||
| Q2 25 | 6.2% | 0.2% | ||
| Q1 25 | 5.2% | 0.0% | ||
| Q4 24 | 5.1% | 0.2% | ||
| Q3 24 | 15.6% | 0.0% | ||
| Q2 24 | 5.5% | 0.0% | ||
| Q1 24 | 2.8% | 0.0% |
| Q4 25 | 2.32× | — | ||
| Q3 25 | 0.83× | -0.52× | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.48× | -1.96× | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 0.71× | -1.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LEGH
| Commercial Sales | $8.6M | 34% |
| Retail Store Sales | $6.0M | 24% |
| Inventory Finance Sales | $5.0M | 20% |
| Direct Sales | $4.4M | 17% |
| Other | $1.5M | 6% |
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
