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Side-by-side financial comparison of Leslie's, Inc. (LESL) and Oportun Financial Corp (OPRT). Click either name above to swap in a different company.
Oportun Financial Corp is the larger business by last-quarter revenue ($247.7M vs $147.1M, roughly 1.7× Leslie's, Inc.). Oportun Financial Corp runs the higher net margin — 1.4% vs -56.4%, a 57.8% gap on every dollar of revenue. On growth, Oportun Financial Corp posted the faster year-over-year revenue change (-1.3% vs -16.0%). Over the past eight quarters, Oportun Financial Corp's revenue compounded faster (-0.5% CAGR vs -11.7%).
Leslie's, Inc., operating as Leslie's Swimming Pool Supplies, is the largest retailer of swimming pool supplies and related products. The company is headquartered in Phoenix, Arizona, and has a particularly strong retail presence in Arizona, California, Florida, Georgia and Texas.
Oportun Financial Corp is a US-based fintech firm that provides accessible, responsible financial services including personal loans, credit cards, and savings products to underserved low-to-moderate income consumers, many with limited or no credit history, leveraging proprietary AI underwriting to deliver fair terms while mitigating operational risk.
LESL vs OPRT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $247.7M |
| Net Profit | $-83.0M | $3.4M |
| Gross Margin | 18.4% | — |
| Operating Margin | -46.7% | 2.6% |
| Net Margin | -56.4% | 1.4% |
| Revenue YoY | -16.0% | -1.3% |
| Net Profit YoY | -86.2% | -61.0% |
| EPS (diluted) | $-8.92 | $0.07 |
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 | $147.1M | — | ||
| Q4 25 | $389.2M | $247.7M | ||
| Q3 25 | — | $238.7M | ||
| Q2 25 | $500.3M | $234.3M | ||
| Q1 25 | $177.1M | $235.9M | ||
| Q4 24 | $175.2M | $250.9M | ||
| Q3 24 | $397.9M | $250.0M | ||
| Q2 24 | $569.6M | $250.4M |
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $3.4M | ||
| Q3 25 | — | $5.2M | ||
| Q2 25 | $21.7M | $6.9M | ||
| Q1 25 | $-51.3M | $9.8M | ||
| Q4 24 | $-44.6M | $8.7M | ||
| Q3 24 | $-9.9M | $-30.0M | ||
| Q2 24 | $60.6M | $-31.0M |
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 39.6% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 27.2% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 40.2% | — |
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 2.6% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | 13.7% | 4.3% | ||
| Q1 25 | -27.3% | 5.6% | ||
| Q4 24 | -22.7% | 89.6% | ||
| Q3 24 | 6.6% | -15.8% | ||
| Q2 24 | 17.2% | -19.6% |
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 1.4% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | 4.3% | 2.9% | ||
| Q1 25 | -29.0% | 4.1% | ||
| Q4 24 | -25.4% | 200.1% | ||
| Q3 24 | -2.5% | -12.0% | ||
| Q2 24 | 10.6% | -12.4% |
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $0.07 | ||
| Q3 25 | — | $0.11 | ||
| Q2 25 | $0.12 | $0.14 | ||
| Q1 25 | $-0.28 | $0.21 | ||
| Q4 24 | $-4.82 | $0.26 | ||
| Q3 24 | $-2.46 | $-0.75 | ||
| Q2 24 | $0.33 | $-0.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.6M | $105.5M |
| Total DebtLower is stronger | $781.6M | — |
| Stockholders' EquityBook value | $-489.9M | $390.1M |
| Total Assets | $649.4M | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $105.5M | ||
| Q3 25 | — | $104.6M | ||
| Q2 25 | $42.7M | $96.8M | ||
| Q1 25 | $17.3M | $78.5M | ||
| Q4 24 | $11.6M | $60.0M | ||
| Q3 24 | $108.5M | $71.8M | ||
| Q2 24 | $74.4M | $72.9M |
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $776.6M | — | ||
| Q1 25 | $858.1M | — | ||
| Q4 24 | $796.6M | — | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — |
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $390.1M | ||
| Q3 25 | — | $383.9M | ||
| Q2 25 | $-246.2M | $376.0M | ||
| Q1 25 | $-269.5M | $366.1M | ||
| Q4 24 | $-220.0M | $353.8M | ||
| Q3 24 | $-177.1M | $327.6M | ||
| Q2 24 | $-168.2M | $354.1M |
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $989.5M | $3.2B | ||
| Q1 25 | $1.0B | $3.2B | ||
| Q4 24 | $967.0M | $3.2B | ||
| Q3 24 | $1.1B | $3.3B | ||
| Q2 24 | $1.1B | $3.3B |
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 | $-81.1M | $413.4M |
| Free Cash FlowOCF − Capex | $-85.5M | — |
| FCF MarginFCF / Revenue | -58.1% | — |
| Capex IntensityCapex / Revenue | 2.9% | — |
| Cash ConversionOCF / Net Profit | — | 121.45× |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $413.4M | ||
| Q3 25 | — | $99.0M | ||
| Q2 25 | $114.9M | $104.5M | ||
| Q1 25 | $-49.2M | $101.0M | ||
| Q4 24 | $-105.1M | $393.5M | ||
| Q3 24 | $47.1M | $108.5M | ||
| Q2 24 | $175.5M | $107.7M |
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $107.1M | — | ||
| Q1 25 | $-55.8M | — | ||
| Q4 24 | $-109.8M | — | ||
| Q3 24 | $34.1M | — | ||
| Q2 24 | $165.2M | — |
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 21.4% | — | ||
| Q1 25 | -31.5% | — | ||
| Q4 24 | -62.6% | — | ||
| Q3 24 | 8.6% | — | ||
| Q2 24 | 29.0% | — |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 1.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 121.45× | ||
| Q3 25 | — | 19.05× | ||
| Q2 25 | 5.29× | 15.20× | ||
| Q1 25 | — | 10.34× | ||
| Q4 24 | — | 45.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.89× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
