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Side-by-side financial comparison of Leslie's, Inc. (LESL) and ZIPRECRUITER, INC. (ZIP). Click either name above to swap in a different company.
Leslie's, Inc. is the larger business by last-quarter revenue ($147.1M vs $111.7M, roughly 1.3× ZIPRECRUITER, INC.). ZIPRECRUITER, INC. runs the higher net margin — -0.7% vs -56.4%, a 55.6% gap on every dollar of revenue. On growth, ZIPRECRUITER, INC. posted the faster year-over-year revenue change (0.6% vs -16.0%). ZIPRECRUITER, INC. produced more free cash flow last quarter ($7.6M vs $-85.5M). Over the past eight quarters, ZIPRECRUITER, INC.'s revenue compounded faster (-4.4% 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.
ZipRecruiter, Inc. is an American employment marketplace for job seekers and employers.
LESL vs ZIP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $111.7M |
| Net Profit | $-83.0M | $-835.0K |
| Gross Margin | 18.4% | 89.1% |
| Operating Margin | -46.7% | 3.6% |
| Net Margin | -56.4% | -0.7% |
| Revenue YoY | -16.0% | 0.6% |
| Net Profit YoY | -86.2% | 92.3% |
| EPS (diluted) | $-8.92 | $-0.03 |
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 | $111.7M | ||
| Q3 25 | — | $115.0M | ||
| Q2 25 | $500.3M | $112.2M | ||
| Q1 25 | $177.1M | $110.1M | ||
| Q4 24 | $175.2M | $111.0M | ||
| Q3 24 | $397.9M | $117.1M | ||
| Q2 24 | $569.6M | $123.7M |
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $-835.0K | ||
| Q3 25 | — | $-9.8M | ||
| Q2 25 | $21.7M | $-9.5M | ||
| Q1 25 | $-51.3M | $-12.8M | ||
| Q4 24 | $-44.6M | $-10.8M | ||
| Q3 24 | $-9.9M | $-2.6M | ||
| Q2 24 | $60.6M | $7.0M |
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 89.1% | ||
| Q3 25 | — | 89.1% | ||
| Q2 25 | 39.6% | 89.3% | ||
| Q1 25 | 24.8% | 89.4% | ||
| Q4 24 | 27.2% | 89.6% | ||
| Q3 24 | 36.0% | 89.4% | ||
| Q2 24 | 40.2% | 89.5% |
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 3.6% | ||
| Q3 25 | — | -4.4% | ||
| Q2 25 | 13.7% | -5.9% | ||
| Q1 25 | -27.3% | -10.6% | ||
| Q4 24 | -22.7% | -3.6% | ||
| Q3 24 | 6.6% | -2.8% | ||
| Q2 24 | 17.2% | 7.6% |
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | -0.7% | ||
| Q3 25 | — | -8.5% | ||
| Q2 25 | 4.3% | -8.5% | ||
| Q1 25 | -29.0% | -11.7% | ||
| Q4 24 | -25.4% | -9.7% | ||
| Q3 24 | -2.5% | -2.2% | ||
| Q2 24 | 10.6% | 5.7% |
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $-0.03 | ||
| Q3 25 | — | $-0.11 | ||
| Q2 25 | $0.12 | $-0.10 | ||
| Q1 25 | $-0.28 | $-0.13 | ||
| Q4 24 | $-4.82 | $-0.10 | ||
| Q3 24 | $-2.46 | $-0.03 | ||
| Q2 24 | $0.33 | $0.07 |
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 | $188.0M |
| Total DebtLower is stronger | $781.6M | — |
| Stockholders' EquityBook value | $-489.9M | $-77.2M |
| Total Assets | $649.4M | $569.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $188.0M | ||
| Q3 25 | — | $211.8M | ||
| Q2 25 | $42.7M | $203.5M | ||
| Q1 25 | $17.3M | $221.1M | ||
| Q4 24 | $11.6M | $218.4M | ||
| Q3 24 | $108.5M | $225.6M | ||
| Q2 24 | $74.4M | $271.7M |
| 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 | $-77.2M | ||
| Q3 25 | — | $-76.1M | ||
| Q2 25 | $-246.2M | $-65.9M | ||
| Q1 25 | $-269.5M | $-11.3M | ||
| Q4 24 | $-220.0M | $13.4M | ||
| Q3 24 | $-177.1M | $13.6M | ||
| Q2 24 | $-168.2M | $24.4M |
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $569.7M | ||
| Q3 25 | — | $573.6M | ||
| Q2 25 | $989.5M | $592.4M | ||
| Q1 25 | $1.0B | $629.4M | ||
| Q4 24 | $967.0M | $664.1M | ||
| Q3 24 | $1.1B | $652.0M | ||
| Q2 24 | $1.1B | $665.3M |
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 | $7.7M |
| Free Cash FlowOCF − Capex | $-85.5M | $7.6M |
| FCF MarginFCF / Revenue | -58.1% | 6.8% |
| Capex IntensityCapex / Revenue | 2.9% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | $9.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $7.7M | ||
| Q3 25 | — | $2.6M | ||
| Q2 25 | $114.9M | $10.5M | ||
| Q1 25 | $-49.2M | $-9.9M | ||
| Q4 24 | $-105.1M | $12.5M | ||
| Q3 24 | $47.1M | $9.3M | ||
| Q2 24 | $175.5M | $21.9M |
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $7.6M | ||
| Q3 25 | — | $2.2M | ||
| Q2 25 | $107.1M | $10.2M | ||
| Q1 25 | $-55.8M | $-10.2M | ||
| Q4 24 | $-109.8M | $12.0M | ||
| Q3 24 | $34.1M | $9.2M | ||
| Q2 24 | $165.2M | $21.7M |
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 6.8% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | 21.4% | 9.1% | ||
| Q1 25 | -31.5% | -9.3% | ||
| Q4 24 | -62.6% | 10.8% | ||
| Q3 24 | 8.6% | 7.8% | ||
| Q2 24 | 29.0% | 17.6% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | 1.6% | 0.3% | ||
| Q1 25 | 3.7% | 0.3% | ||
| Q4 24 | 2.7% | 0.4% | ||
| Q3 24 | 3.2% | 0.2% | ||
| Q2 24 | 1.8% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.89× | 3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LESL
Segment breakdown not available.
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
