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Side-by-side financial comparison of Legacy Housing Corp (LEGH) and TELOS CORP (TLS). Click either name above to swap in a different company.
TELOS CORP is the larger business by last-quarter revenue ($46.8M vs $25.5M, roughly 1.8× Legacy Housing Corp). Legacy Housing Corp runs the higher net margin — 32.2% vs -34.9%, a 67.0% gap on every dollar of revenue. On growth, TELOS CORP posted the faster year-over-year revenue change (77.4% vs -30.6%). Legacy Housing Corp produced more free cash flow last quarter ($15.7M vs $8.0M). Over the past eight quarters, TELOS CORP's revenue compounded faster (25.7% 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.
Telos Corporation is an information technology and cybersecurity company located in Ashburn, Virginia. Telos primarily serves government and enterprise clients, receiving a large number of its contracts from the United States Department of Defense. Customers are primarily military, intelligence and civilian agencies of the US government and NATO allies.
LEGH vs TLS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $25.5M | $46.8M |
| Net Profit | $8.2M | $-16.3M |
| Gross Margin | 26.4% | 35.0% |
| Operating Margin | 40.4% | -39.6% |
| Net Margin | 32.2% | -34.9% |
| Revenue YoY | -30.6% | 77.4% |
| Net Profit YoY | -43.5% | -74.8% |
| EPS (diluted) | $0.38 | $-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 | $25.5M | $46.8M | ||
| Q3 25 | $28.8M | $51.4M | ||
| Q2 25 | $38.4M | $36.0M | ||
| Q1 25 | $24.3M | $30.6M | ||
| Q4 24 | $36.7M | $26.4M | ||
| Q3 24 | $30.2M | $23.8M | ||
| Q2 24 | $31.7M | $28.5M | ||
| Q1 24 | $30.8M | $29.6M |
| Q4 25 | $8.2M | $-16.3M | ||
| Q3 25 | $8.6M | $-2.1M | ||
| Q2 25 | $14.7M | $-9.5M | ||
| Q1 25 | $10.3M | $-8.6M | ||
| Q4 24 | $14.5M | $-9.3M | ||
| Q3 24 | $15.8M | $-28.1M | ||
| Q2 24 | $16.2M | $-7.8M | ||
| Q1 24 | $15.1M | $-7.4M |
| Q4 25 | 26.4% | 35.0% | ||
| Q3 25 | 20.2% | 39.9% | ||
| Q2 25 | 32.4% | 33.2% | ||
| Q1 25 | 29.2% | 39.8% | ||
| Q4 24 | 27.3% | 40.3% | ||
| Q3 24 | 29.2% | 13.2% | ||
| Q2 24 | 31.9% | 34.1% | ||
| Q1 24 | 33.6% | 37.0% |
| Q4 25 | 40.4% | -39.6% | ||
| Q3 25 | 33.7% | -4.8% | ||
| Q2 25 | 43.8% | -27.5% | ||
| Q1 25 | 47.7% | -29.5% | ||
| Q4 24 | 42.3% | -37.6% | ||
| Q3 24 | 50.8% | -121.4% | ||
| Q2 24 | 50.6% | -30.3% | ||
| Q1 24 | 54.3% | -28.5% |
| Q4 25 | 32.2% | -34.9% | ||
| Q3 25 | 30.0% | -4.1% | ||
| Q2 25 | 38.3% | -26.5% | ||
| Q1 25 | 42.3% | -28.1% | ||
| Q4 24 | 39.5% | -35.4% | ||
| Q3 24 | 52.4% | -118.0% | ||
| Q2 24 | 51.1% | -27.2% | ||
| Q1 24 | 49.1% | -24.9% |
| Q4 25 | $0.38 | $-0.22 | ||
| Q3 25 | $0.35 | $-0.03 | ||
| Q2 25 | $0.60 | $-0.13 | ||
| Q1 25 | $0.41 | $-0.12 | ||
| Q4 24 | $0.59 | $-0.13 | ||
| Q3 24 | $0.64 | $-0.39 | ||
| Q2 24 | $0.65 | $-0.11 | ||
| Q1 24 | $0.60 | $-0.10 |
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 | $53.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $528.6M | $96.0M |
| Total Assets | $580.3M | $139.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.5M | $53.2M | ||
| Q3 25 | $13.6M | $59.0M | ||
| Q2 25 | $2.6M | $57.0M | ||
| Q1 25 | $3.4M | $57.8M | ||
| Q4 24 | $1.1M | $54.6M | ||
| Q3 24 | $570.0K | $69.8M | ||
| Q2 24 | $60.0K | $80.1M | ||
| Q1 24 | $621.0K | $93.9M |
| Q4 25 | $528.6M | $96.0M | ||
| Q3 25 | $521.6M | $119.7M | ||
| Q2 25 | $512.8M | $118.4M | ||
| Q1 25 | $503.7M | $126.1M | ||
| Q4 24 | $494.0M | $127.1M | ||
| Q3 24 | $479.3M | $129.5M | ||
| Q2 24 | $463.2M | $149.1M | ||
| Q1 24 | $450.4M | $154.4M |
| Q4 25 | $580.3M | $139.9M | ||
| Q3 25 | $557.9M | $164.3M | ||
| Q2 25 | $552.0M | $165.0M | ||
| Q1 25 | $544.6M | $158.1M | ||
| Q4 24 | $534.2M | $158.2M | ||
| Q3 24 | $521.4M | $166.3M | ||
| Q2 24 | $514.9M | $182.4M | ||
| Q1 24 | $510.0M | $195.4M |
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 | $8.0M |
| Free Cash FlowOCF − Capex | $15.7M | $8.0M |
| FCF MarginFCF / Revenue | 61.6% | 17.0% |
| Capex IntensityCapex / Revenue | 13.1% | 0.1% |
| Cash ConversionOCF / Net Profit | 2.32× | — |
| TTM Free Cash FlowTrailing 4 quarters | $28.2M | $29.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.0M | $8.0M | ||
| Q3 25 | $7.2M | $9.1M | ||
| Q2 25 | $6.1M | $7.0M | ||
| Q1 25 | $4.9M | $6.1M | ||
| Q4 24 | $7.9M | $-10.5M | ||
| Q3 24 | $13.8M | $-7.1M | ||
| Q2 24 | $3.5M | $-8.0M | ||
| Q1 24 | $10.8M | $-350.0K |
| Q4 25 | $15.7M | $8.0M | ||
| Q3 25 | $5.1M | $8.7M | ||
| Q2 25 | $3.7M | $6.8M | ||
| Q1 25 | $3.6M | $6.0M | ||
| Q4 24 | $6.0M | $-12.4M | ||
| Q3 24 | $9.1M | $-7.1M | ||
| Q2 24 | $1.7M | $-8.2M | ||
| Q1 24 | $9.9M | $-447.0K |
| Q4 25 | 61.6% | 17.0% | ||
| Q3 25 | 17.8% | 16.9% | ||
| Q2 25 | 9.6% | 19.0% | ||
| Q1 25 | 15.0% | 19.5% | ||
| Q4 24 | 16.4% | -47.0% | ||
| Q3 24 | 30.2% | -30.0% | ||
| Q2 24 | 5.4% | -28.9% | ||
| Q1 24 | 32.2% | -1.5% |
| Q4 25 | 13.1% | 0.1% | ||
| Q3 25 | 7.1% | 0.9% | ||
| Q2 25 | 6.2% | 0.4% | ||
| Q1 25 | 5.2% | 0.4% | ||
| Q4 24 | 5.1% | 7.1% | ||
| Q3 24 | 15.6% | 0.2% | ||
| Q2 24 | 5.5% | 0.8% | ||
| Q1 24 | 2.8% | 0.3% |
| Q4 25 | 2.32× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 0.71× | — |
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% |
TLS
| Security Solutions Segment | $44.8M | 96% |
| Secure Networks Segment | $1.9M | 4% |
