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Side-by-side financial comparison of Leslie's, Inc. (LESL) and LiveRamp Holdings, Inc. (RAMP). Click either name above to swap in a different company.
LiveRamp Holdings, Inc. is the larger business by last-quarter revenue ($212.2M vs $147.1M, roughly 1.4× Leslie's, Inc.). LiveRamp Holdings, Inc. runs the higher net margin — 18.8% vs -56.4%, a 75.2% gap on every dollar of revenue. On growth, LiveRamp Holdings, Inc. posted the faster year-over-year revenue change (8.6% vs -16.0%). Over the past eight quarters, LiveRamp Holdings, Inc.'s revenue compounded faster (11.1% 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.
LiveRamp Holdings, Inc., is an American SaaS company that offers a data connectivity platform whose services include data onboarding, the transfer of offline data online for marketing purposes.
LESL vs RAMP — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $212.2M |
| Net Profit | $-83.0M | $39.9M |
| Gross Margin | 18.4% | 71.9% |
| Operating Margin | -46.7% | 18.6% |
| Net Margin | -56.4% | 18.8% |
| Revenue YoY | -16.0% | 8.6% |
| Net Profit YoY | -86.2% | 255.7% |
| EPS (diluted) | $-8.92 | $0.62 |
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 | $212.2M | ||
| Q3 25 | — | $199.8M | ||
| Q2 25 | $500.3M | $194.8M | ||
| Q1 25 | $177.1M | $188.7M | ||
| Q4 24 | $175.2M | $195.4M | ||
| Q3 24 | $397.9M | $185.5M | ||
| Q2 24 | $569.6M | $176.0M |
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $39.9M | ||
| Q3 25 | — | $27.4M | ||
| Q2 25 | $21.7M | $7.7M | ||
| Q1 25 | $-51.3M | $-6.3M | ||
| Q4 24 | $-44.6M | $11.2M | ||
| Q3 24 | $-9.9M | $1.7M | ||
| Q2 24 | $60.6M | $-7.5M |
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | 39.6% | 70.1% | ||
| Q1 25 | 24.8% | 69.3% | ||
| Q4 24 | 27.2% | 71.9% | ||
| Q3 24 | 36.0% | 72.4% | ||
| Q2 24 | 40.2% | 70.6% |
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | 13.7% | 3.7% | ||
| Q1 25 | -27.3% | -6.1% | ||
| Q4 24 | -22.7% | 7.5% | ||
| Q3 24 | 6.6% | 4.0% | ||
| Q2 24 | 17.2% | -3.0% |
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 18.8% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | 4.3% | 4.0% | ||
| Q1 25 | -29.0% | -3.3% | ||
| Q4 24 | -25.4% | 5.7% | ||
| Q3 24 | -2.5% | 0.9% | ||
| Q2 24 | 10.6% | -4.3% |
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $0.62 | ||
| Q3 25 | — | $0.42 | ||
| Q2 25 | $0.12 | $0.12 | ||
| Q1 25 | $-0.28 | $-0.10 | ||
| Q4 24 | $-4.82 | $0.17 | ||
| Q3 24 | $-2.46 | $0.03 | ||
| Q2 24 | $0.33 | $-0.11 |
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 | $403.4M |
| Total DebtLower is stronger | $781.6M | — |
| Stockholders' EquityBook value | $-489.9M | $962.3M |
| Total Assets | $649.4M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | $42.7M | $371.1M | ||
| Q1 25 | $17.3M | $420.8M | ||
| Q4 24 | $11.6M | $384.3M | ||
| Q3 24 | $108.5M | $348.4M | ||
| Q2 24 | $74.4M | $342.7M |
| 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 | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | $-246.2M | $947.8M | ||
| Q1 25 | $-269.5M | $948.9M | ||
| Q4 24 | $-220.0M | $957.7M | ||
| Q3 24 | $-177.1M | $932.1M | ||
| Q2 24 | $-168.2M | $951.9M |
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $989.5M | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $967.0M | $1.3B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
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 | — |
| Free Cash FlowOCF − Capex | $-85.5M | — |
| FCF MarginFCF / Revenue | -58.1% | — |
| Capex IntensityCapex / Revenue | 2.9% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | — | ||
| Q3 25 | — | $57.4M | ||
| Q2 25 | $114.9M | $-15.8M | ||
| Q1 25 | $-49.2M | — | ||
| Q4 24 | $-105.1M | $45.1M | ||
| Q3 24 | $47.1M | $55.6M | ||
| Q2 24 | $175.5M | $-9.3M |
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | $107.1M | $-16.2M | ||
| Q1 25 | $-55.8M | — | ||
| Q4 24 | $-109.8M | $44.8M | ||
| Q3 24 | $34.1M | $55.4M | ||
| Q2 24 | $165.2M | $-9.6M |
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | 21.4% | -8.3% | ||
| Q1 25 | -31.5% | — | ||
| Q4 24 | -62.6% | 22.9% | ||
| Q3 24 | 8.6% | 29.8% | ||
| Q2 24 | 29.0% | -5.4% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | 1.6% | 0.2% | ||
| Q1 25 | 3.7% | 0.2% | ||
| Q4 24 | 2.7% | 0.1% | ||
| Q3 24 | 3.2% | 0.1% | ||
| Q2 24 | 1.8% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 5.29× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | 2.89× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
