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Side-by-side financial comparison of Leslie's, Inc. (LESL) and TOMPKINS FINANCIAL CORP (TMP). Click either name above to swap in a different company.
TOMPKINS FINANCIAL CORP is the larger business by last-quarter revenue ($194.8M vs $147.1M, roughly 1.3× Leslie's, Inc.). TOMPKINS FINANCIAL CORP runs the higher net margin — 49.4% vs -56.4%, a 105.8% gap on every dollar of revenue. On growth, TOMPKINS FINANCIAL CORP posted the faster year-over-year revenue change (152.7% vs -16.0%). TOMPKINS FINANCIAL CORP produced more free cash flow last quarter ($31.9M vs $-85.5M). Over the past eight quarters, TOMPKINS FINANCIAL CORP's revenue compounded faster (63.6% 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.
Tompkins Financial Corporation is a small, diversified financial services company based in Ithaca, New York. It is the parent of the Tompkins Trust Company, as well as several other banks, an insurance agency, and a wealth management division.
LESL vs TMP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $194.8M |
| Net Profit | $-83.0M | $96.2M |
| Gross Margin | 18.4% | — |
| Operating Margin | -46.7% | 71.7% |
| Net Margin | -56.4% | 49.4% |
| Revenue YoY | -16.0% | 152.7% |
| Net Profit YoY | -86.2% | 388.9% |
| EPS (diluted) | $-8.92 | $6.72 |
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 | $194.8M | ||
| Q3 25 | — | $87.4M | ||
| Q2 25 | $500.3M | $82.6M | ||
| Q1 25 | $177.1M | $81.7M | ||
| Q4 24 | $175.2M | $77.1M | ||
| Q3 24 | $397.9M | $76.6M | ||
| Q2 24 | $569.6M | $72.7M |
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $96.2M | ||
| Q3 25 | — | $23.7M | ||
| Q2 25 | $21.7M | $21.5M | ||
| Q1 25 | $-51.3M | $19.7M | ||
| Q4 24 | $-44.6M | $19.7M | ||
| Q3 24 | $-9.9M | $18.6M | ||
| Q2 24 | $60.6M | $15.7M |
| 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% | 71.7% | ||
| Q3 25 | — | 35.6% | ||
| Q2 25 | 13.7% | 34.2% | ||
| Q1 25 | -27.3% | 31.6% | ||
| Q4 24 | -22.7% | 33.4% | ||
| Q3 24 | 6.6% | 32.0% | ||
| Q2 24 | 17.2% | 28.3% |
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 49.4% | ||
| Q3 25 | — | 27.1% | ||
| Q2 25 | 4.3% | 26.0% | ||
| Q1 25 | -29.0% | 24.1% | ||
| Q4 24 | -25.4% | 25.5% | ||
| Q3 24 | -2.5% | 24.3% | ||
| Q2 24 | 10.6% | 21.6% |
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $6.72 | ||
| Q3 25 | — | $1.65 | ||
| Q2 25 | $0.12 | $1.50 | ||
| Q1 25 | $-0.28 | $1.37 | ||
| Q4 24 | $-4.82 | $1.39 | ||
| Q3 24 | $-2.46 | $1.30 | ||
| Q2 24 | $0.33 | $1.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.6M | $132.8M |
| Total DebtLower is stronger | $781.6M | — |
| Stockholders' EquityBook value | $-489.9M | $938.4M |
| Total Assets | $649.4M | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $132.8M | ||
| Q3 25 | — | $193.5M | ||
| Q2 25 | $42.7M | $212.6M | ||
| Q1 25 | $17.3M | $193.1M | ||
| Q4 24 | $11.6M | $134.4M | ||
| Q3 24 | $108.5M | $132.3M | ||
| Q2 24 | $74.4M | $70.9M |
| 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 | $938.4M | ||
| Q3 25 | — | $788.8M | ||
| Q2 25 | $-246.2M | $761.8M | ||
| Q1 25 | $-269.5M | $741.4M | ||
| Q4 24 | $-220.0M | $713.4M | ||
| Q3 24 | $-177.1M | $719.9M | ||
| Q2 24 | $-168.2M | $674.6M |
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $8.7B | ||
| Q3 25 | — | $8.5B | ||
| Q2 25 | $989.5M | $8.4B | ||
| Q1 25 | $1.0B | $8.2B | ||
| Q4 24 | $967.0M | $8.1B | ||
| Q3 24 | $1.1B | $8.0B | ||
| Q2 24 | $1.1B | $7.9B |
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 | $38.9M |
| Free Cash FlowOCF − Capex | $-85.5M | $31.9M |
| FCF MarginFCF / Revenue | -58.1% | 16.4% |
| Capex IntensityCapex / Revenue | 2.9% | 3.6% |
| Cash ConversionOCF / Net Profit | — | 0.40× |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | $105.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $38.9M | ||
| Q3 25 | — | $34.9M | ||
| Q2 25 | $114.9M | $18.9M | ||
| Q1 25 | $-49.2M | $22.2M | ||
| Q4 24 | $-105.1M | $95.0M | ||
| Q3 24 | $47.1M | $21.2M | ||
| Q2 24 | $175.5M | $27.3M |
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $31.9M | ||
| Q3 25 | — | $33.9M | ||
| Q2 25 | $107.1M | $18.3M | ||
| Q1 25 | $-55.8M | $20.9M | ||
| Q4 24 | $-109.8M | $88.8M | ||
| Q3 24 | $34.1M | $18.9M | ||
| Q2 24 | $165.2M | $26.3M |
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 16.4% | ||
| Q3 25 | — | 38.8% | ||
| Q2 25 | 21.4% | 22.1% | ||
| Q1 25 | -31.5% | 25.5% | ||
| Q4 24 | -62.6% | 115.1% | ||
| Q3 24 | 8.6% | 24.7% | ||
| Q2 24 | 29.0% | 36.2% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 3.6% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | 1.6% | 0.8% | ||
| Q1 25 | 3.7% | 1.7% | ||
| Q4 24 | 2.7% | 8.1% | ||
| Q3 24 | 3.2% | 2.9% | ||
| Q2 24 | 1.8% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | 5.29× | 0.88× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | 2.89× | 1.74× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
