vs
Side-by-side financial comparison of Leslie's, Inc. (LESL) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $147.1M, roughly 1.4× Leslie's, Inc.). ROGERS CORP runs the higher net margin — 2.2% vs -56.4%, a 58.6% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -16.0%). ROGERS CORP produced more free cash flow last quarter ($1.1M vs $-85.5M). Over the past eight quarters, ROGERS CORP's revenue compounded faster (-3.3% 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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
LESL vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $200.5M |
| Net Profit | $-83.0M | $4.5M |
| Gross Margin | 18.4% | 32.2% |
| Operating Margin | -46.7% | — |
| Net Margin | -56.4% | 2.2% |
| Revenue YoY | -16.0% | 5.2% |
| Net Profit YoY | -86.2% | 421.4% |
| EPS (diluted) | $-8.92 | $0.25 |
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 | $200.5M | ||
| Q4 25 | $389.2M | $201.5M | ||
| Q3 25 | — | $216.0M | ||
| Q2 25 | $500.3M | $202.8M | ||
| Q1 25 | $177.1M | $190.5M | ||
| Q4 24 | $175.2M | $192.2M | ||
| Q3 24 | $397.9M | $210.3M | ||
| Q2 24 | $569.6M | $214.2M |
| Q1 26 | $-83.0M | $4.5M | ||
| Q4 25 | $-162.8M | $4.6M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | $21.7M | $-73.6M | ||
| Q1 25 | $-51.3M | $-1.4M | ||
| Q4 24 | $-44.6M | $-500.0K | ||
| Q3 24 | $-9.9M | $10.7M | ||
| Q2 24 | $60.6M | $8.1M |
| Q1 26 | 18.4% | 32.2% | ||
| Q4 25 | 38.6% | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | 39.6% | 31.6% | ||
| Q1 25 | 24.8% | 29.9% | ||
| Q4 24 | 27.2% | 32.1% | ||
| Q3 24 | 36.0% | 35.2% | ||
| Q2 24 | 40.2% | 34.1% |
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | 13.7% | -33.3% | ||
| Q1 25 | -27.3% | -0.2% | ||
| Q4 24 | -22.7% | -6.6% | ||
| Q3 24 | 6.6% | 6.9% | ||
| Q2 24 | 17.2% | 5.3% |
| Q1 26 | -56.4% | 2.2% | ||
| Q4 25 | -41.8% | 2.3% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | 4.3% | -36.3% | ||
| Q1 25 | -29.0% | -0.7% | ||
| Q4 24 | -25.4% | -0.3% | ||
| Q3 24 | -2.5% | 5.1% | ||
| Q2 24 | 10.6% | 3.8% |
| Q1 26 | $-8.92 | $0.25 | ||
| Q4 25 | $-20.59 | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | $0.12 | $-4.00 | ||
| Q1 25 | $-0.28 | $-0.08 | ||
| Q4 24 | $-4.82 | $-0.04 | ||
| Q3 24 | $-2.46 | $0.58 | ||
| Q2 24 | $0.33 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | $781.6M | — |
| Stockholders' EquityBook value | $-489.9M | $1.2B |
| Total Assets | $649.4M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | $195.8M | ||
| Q4 25 | $64.3M | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | $42.7M | $157.2M | ||
| Q1 25 | $17.3M | $175.6M | ||
| Q4 24 | $11.6M | $159.8M | ||
| Q3 24 | $108.5M | $146.4M | ||
| Q2 24 | $74.4M | $119.9M |
| 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 | $1.2B | ||
| Q4 25 | $-408.0M | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $-246.2M | $1.2B | ||
| Q1 25 | $-269.5M | $1.3B | ||
| Q4 24 | $-220.0M | $1.3B | ||
| Q3 24 | $-177.1M | $1.3B | ||
| Q2 24 | $-168.2M | $1.3B |
| Q1 26 | $649.4M | $1.4B | ||
| Q4 25 | $741.5M | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $989.5M | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $967.0M | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $-85.5M | $1.1M |
| FCF MarginFCF / Revenue | -58.1% | 0.5% |
| Capex IntensityCapex / Revenue | 2.9% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | $5.8M | ||
| Q4 25 | $48.2M | $46.9M | ||
| Q3 25 | — | $28.9M | ||
| Q2 25 | $114.9M | $13.7M | ||
| Q1 25 | $-49.2M | $11.7M | ||
| Q4 24 | $-105.1M | $33.7M | ||
| Q3 24 | $47.1M | $42.4M | ||
| Q2 24 | $175.5M | $22.9M |
| Q1 26 | $-85.5M | $1.1M | ||
| Q4 25 | $41.8M | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | $107.1M | $5.6M | ||
| Q1 25 | $-55.8M | $2.1M | ||
| Q4 24 | $-109.8M | $18.3M | ||
| Q3 24 | $34.1M | $25.2M | ||
| Q2 24 | $165.2M | $8.8M |
| Q1 26 | -58.1% | 0.5% | ||
| Q4 25 | 10.7% | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | 21.4% | 2.8% | ||
| Q1 25 | -31.5% | 1.1% | ||
| Q4 24 | -62.6% | 9.5% | ||
| Q3 24 | 8.6% | 12.0% | ||
| Q2 24 | 29.0% | 4.1% |
| Q1 26 | 2.9% | 2.3% | ||
| Q4 25 | 1.7% | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | 1.6% | 4.0% | ||
| Q1 25 | 3.7% | 5.0% | ||
| Q4 24 | 2.7% | 8.0% | ||
| Q3 24 | 3.2% | 8.2% | ||
| Q2 24 | 1.8% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 2.89× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
