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Side-by-side financial comparison of Loar Holdings Inc. (LOAR) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Loar Holdings Inc. is the larger business by last-quarter revenue ($131.8M vs $124.5M, roughly 1.1× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 9.5%, a 120.2% gap on every dollar of revenue. On growth, Loar Holdings Inc. posted the faster year-over-year revenue change (19.3% vs 4.7%). Over the past eight quarters, Loar Holdings Inc.'s revenue compounded faster (19.8% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
LOAR vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $131.8M | $124.5M |
| Net Profit | $12.5M | $161.6M |
| Gross Margin | 52.1% | 85.3% |
| Operating Margin | 18.0% | 6.5% |
| Net Margin | 9.5% | 129.7% |
| Revenue YoY | 19.3% | 4.7% |
| Net Profit YoY | 239.5% | 2827.7% |
| EPS (diluted) | $0.13 | $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.
| Q4 25 | $131.8M | $124.5M | ||
| Q3 25 | $126.8M | $123.4M | ||
| Q2 25 | $123.1M | $119.8M | ||
| Q1 25 | $114.7M | $121.4M | ||
| Q4 24 | $110.4M | $118.9M | ||
| Q3 24 | $103.5M | $115.9M | ||
| Q2 24 | $97.0M | $111.2M | ||
| Q1 24 | $91.8M | $111.1M |
| Q4 25 | $12.5M | $161.6M | ||
| Q3 25 | $27.6M | $9.6M | ||
| Q2 25 | $16.7M | $-7.2M | ||
| Q1 25 | $15.3M | $-8.8M | ||
| Q4 24 | $3.7M | $-5.9M | ||
| Q3 24 | $8.7M | $-10.9M | ||
| Q2 24 | $7.6M | $-17.1M | ||
| Q1 24 | $2.2M | $-28.2M |
| Q4 25 | 52.1% | 85.3% | ||
| Q3 25 | 52.7% | 84.6% | ||
| Q2 25 | 53.8% | 84.0% | ||
| Q1 25 | 52.1% | 83.6% | ||
| Q4 24 | 48.9% | 83.0% | ||
| Q3 24 | 51.1% | 82.7% | ||
| Q2 24 | 49.0% | 82.6% | ||
| Q1 24 | 48.4% | 81.7% |
| Q4 25 | 18.0% | 6.5% | ||
| Q3 25 | 22.9% | 2.9% | ||
| Q2 25 | 22.2% | -8.6% | ||
| Q1 25 | 22.8% | -9.6% | ||
| Q4 24 | 19.2% | -8.7% | ||
| Q3 24 | 22.1% | -13.8% | ||
| Q2 24 | 22.9% | -19.5% | ||
| Q1 24 | 23.3% | -30.1% |
| Q4 25 | 9.5% | 129.7% | ||
| Q3 25 | 21.8% | 7.8% | ||
| Q2 25 | 13.6% | -6.0% | ||
| Q1 25 | 13.4% | -7.2% | ||
| Q4 24 | 3.3% | -5.0% | ||
| Q3 24 | 8.4% | -9.4% | ||
| Q2 24 | 7.9% | -15.4% | ||
| Q1 24 | 2.4% | -25.3% |
| Q4 25 | $0.13 | $1.69 | ||
| Q3 25 | $0.29 | $0.10 | ||
| Q2 25 | $0.17 | $-0.07 | ||
| Q1 25 | $0.16 | $-0.12 | ||
| Q4 24 | $-11023.48 | $-0.07 | ||
| Q3 24 | $0.09 | $-0.14 | ||
| Q2 24 | $0.09 | $-0.26 | ||
| Q1 24 | $11023.54 | $-0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $84.8M | $547.8M |
| Total DebtLower is stronger | $715.7M | — |
| Stockholders' EquityBook value | $1.2B | $320.5M |
| Total Assets | $2.0B | $1.0B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $84.8M | $547.8M | ||
| Q3 25 | $99.0M | $567.9M | ||
| Q2 25 | $103.3M | $597.1M | ||
| Q1 25 | $80.5M | $570.8M | ||
| Q4 24 | $54.1M | $542.2M | ||
| Q3 24 | $55.2M | $599.3M | ||
| Q2 24 | $73.2M | $592.8M | ||
| Q1 24 | $28.2M | $571.2M |
| Q4 25 | $715.7M | — | ||
| Q3 25 | $279.4M | — | ||
| Q2 25 | $277.7M | — | ||
| Q1 25 | $277.5M | $484.5M | ||
| Q4 24 | $277.3M | — | ||
| Q3 24 | $602.1M | — | ||
| Q2 24 | $250.7M | — | ||
| Q1 24 | $534.2M | $489.5M |
| Q4 25 | $1.2B | $320.5M | ||
| Q3 25 | $1.2B | $180.7M | ||
| Q2 25 | $1.1B | $145.7M | ||
| Q1 25 | $1.1B | $129.8M | ||
| Q4 24 | $1.1B | $111.6M | ||
| Q3 24 | $769.8M | $164.7M | ||
| Q2 24 | $758.4M | $174.0M | ||
| Q1 24 | $420.6M | $171.6M |
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $1.5B | $891.5M | ||
| Q2 25 | $1.5B | $926.8M | ||
| Q1 25 | $1.5B | $927.3M | ||
| Q4 24 | $1.5B | $866.8M | ||
| Q3 24 | $1.5B | $916.0M | ||
| Q2 24 | $1.1B | $924.0M | ||
| Q1 24 | $1.1B | $925.3M |
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.24× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.25× | 3.73× | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.33× | — | ||
| Q1 24 | 1.27× | 2.85× |
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 | $30.4M | $24.8M |
| Free Cash FlowOCF − Capex | — | $24.1M |
| FCF MarginFCF / Revenue | — | 19.3% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | 2.43× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | — | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $30.4M | $24.8M | ||
| Q3 25 | $29.7M | $34.0M | ||
| Q2 25 | $23.8M | $30.7M | ||
| Q1 25 | $28.4M | $31.4M | ||
| Q4 24 | $20.7M | $22.1M | ||
| Q3 24 | $16.3M | $35.8M | ||
| Q2 24 | $7.1M | $28.6M | ||
| Q1 24 | $10.8M | $22.2M |
| Q4 25 | — | $24.1M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | — | $30.3M | ||
| Q4 24 | — | $21.5M | ||
| Q3 24 | — | $35.1M | ||
| Q2 24 | — | $28.2M | ||
| Q1 24 | — | $21.2M |
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 24.9% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 25.4% | ||
| Q1 24 | — | 19.1% |
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.9% |
| Q4 25 | 2.43× | 0.15× | ||
| Q3 25 | 1.08× | 3.55× | ||
| Q2 25 | 1.42× | — | ||
| Q1 25 | 1.85× | — | ||
| Q4 24 | 5.62× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 0.93× | — | ||
| Q1 24 | 4.81× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LOAR
| Other | $76.8M | 58% |
| Commercial Aerospace | $21.2M | 16% |
| Business Jet And General Aviation | $17.6M | 13% |
| Defense | $16.2M | 12% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
