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Side-by-side financial comparison of Leslie's, Inc. (LESL) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Leslie's, Inc. is the larger business by last-quarter revenue ($147.1M vs $124.5M, roughly 1.2× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -56.4%, a 186.1% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -16.0%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-85.5M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% 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.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
LESL vs PD — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $124.5M |
| Net Profit | $-83.0M | $161.6M |
| Gross Margin | 18.4% | 85.3% |
| Operating Margin | -46.7% | 6.5% |
| Net Margin | -56.4% | 129.7% |
| Revenue YoY | -16.0% | 4.7% |
| Net Profit YoY | -86.2% | 2827.7% |
| EPS (diluted) | $-8.92 | $1.69 |
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 | $124.5M | ||
| Q3 25 | — | $123.4M | ||
| Q2 25 | $500.3M | $119.8M | ||
| Q1 25 | $177.1M | $121.4M | ||
| Q4 24 | $175.2M | $118.9M | ||
| Q3 24 | $397.9M | $115.9M | ||
| Q2 24 | $569.6M | $111.2M |
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $161.6M | ||
| Q3 25 | — | $9.6M | ||
| Q2 25 | $21.7M | $-7.2M | ||
| Q1 25 | $-51.3M | $-8.8M | ||
| Q4 24 | $-44.6M | $-5.9M | ||
| Q3 24 | $-9.9M | $-10.9M | ||
| Q2 24 | $60.6M | $-17.1M |
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 85.3% | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | 39.6% | 84.0% | ||
| Q1 25 | 24.8% | 83.6% | ||
| Q4 24 | 27.2% | 83.0% | ||
| Q3 24 | 36.0% | 82.7% | ||
| Q2 24 | 40.2% | 82.6% |
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 6.5% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | 13.7% | -8.6% | ||
| Q1 25 | -27.3% | -9.6% | ||
| Q4 24 | -22.7% | -8.7% | ||
| Q3 24 | 6.6% | -13.8% | ||
| Q2 24 | 17.2% | -19.5% |
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 129.7% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | 4.3% | -6.0% | ||
| Q1 25 | -29.0% | -7.2% | ||
| Q4 24 | -25.4% | -5.0% | ||
| Q3 24 | -2.5% | -9.4% | ||
| Q2 24 | 10.6% | -15.4% |
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $1.69 | ||
| Q3 25 | — | $0.10 | ||
| Q2 25 | $0.12 | $-0.07 | ||
| Q1 25 | $-0.28 | $-0.12 | ||
| Q4 24 | $-4.82 | $-0.07 | ||
| Q3 24 | $-2.46 | $-0.14 | ||
| Q2 24 | $0.33 | $-0.26 |
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 | $547.8M |
| Total DebtLower is stronger | $781.6M | — |
| Stockholders' EquityBook value | $-489.9M | $320.5M |
| Total Assets | $649.4M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $547.8M | ||
| Q3 25 | — | $567.9M | ||
| Q2 25 | $42.7M | $597.1M | ||
| Q1 25 | $17.3M | $570.8M | ||
| Q4 24 | $11.6M | $542.2M | ||
| Q3 24 | $108.5M | $599.3M | ||
| Q2 24 | $74.4M | $592.8M |
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $776.6M | — | ||
| Q1 25 | $858.1M | $484.5M | ||
| Q4 24 | $796.6M | — | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — |
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $320.5M | ||
| Q3 25 | — | $180.7M | ||
| Q2 25 | $-246.2M | $145.7M | ||
| Q1 25 | $-269.5M | $129.8M | ||
| Q4 24 | $-220.0M | $111.6M | ||
| Q3 24 | $-177.1M | $164.7M | ||
| Q2 24 | $-168.2M | $174.0M |
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $1.0B | ||
| Q3 25 | — | $891.5M | ||
| Q2 25 | $989.5M | $926.8M | ||
| Q1 25 | $1.0B | $927.3M | ||
| Q4 24 | $967.0M | $866.8M | ||
| Q3 24 | $1.1B | $916.0M | ||
| Q2 24 | $1.1B | $924.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $24.8M |
| Free Cash FlowOCF − Capex | $-85.5M | $24.1M |
| FCF MarginFCF / Revenue | -58.1% | 19.3% |
| Capex IntensityCapex / Revenue | 2.9% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $24.8M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | $114.9M | $30.7M | ||
| Q1 25 | $-49.2M | $31.4M | ||
| Q4 24 | $-105.1M | $22.1M | ||
| Q3 24 | $47.1M | $35.8M | ||
| Q2 24 | $175.5M | $28.6M |
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $24.1M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | $107.1M | $30.2M | ||
| Q1 25 | $-55.8M | $30.3M | ||
| Q4 24 | $-109.8M | $21.5M | ||
| Q3 24 | $34.1M | $35.1M | ||
| Q2 24 | $165.2M | $28.2M |
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 19.3% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | 21.4% | 25.2% | ||
| Q1 25 | -31.5% | 24.9% | ||
| Q4 24 | -62.6% | 18.1% | ||
| Q3 24 | 8.6% | 30.3% | ||
| Q2 24 | 29.0% | 25.4% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | 1.6% | 0.4% | ||
| Q1 25 | 3.7% | 0.9% | ||
| Q4 24 | 2.7% | 0.5% | ||
| Q3 24 | 3.2% | 0.5% | ||
| Q2 24 | 1.8% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.89× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LESL
Segment breakdown not available.
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
