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Side-by-side financial comparison of Lovesac Co (LOVE) and PHOTRONICS INC (PLAB). Click either name above to swap in a different company.
PHOTRONICS INC is the larger business by last-quarter revenue ($210.4M vs $150.2M, roughly 1.4× Lovesac Co). PHOTRONICS INC runs the higher net margin — 10.9% vs -7.0%, a 17.9% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -5.5%). PHOTRONICS INC produced more free cash flow last quarter ($25.2M vs $-10.2M). Over the past eight quarters, PHOTRONICS INC's revenue compounded faster (-3.8% CAGR vs -22.6%).
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
Photronics, Inc. is an American semiconductor photomask manufacturer. It was the third largest photomask supplier globally as of 2009. Photronics is a member of the eBeam Initiative.
LOVE vs PLAB — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $210.4M |
| Net Profit | $-10.6M | $22.9M |
| Gross Margin | 56.1% | 33.7% |
| Operating Margin | -10.5% | 22.9% |
| Net Margin | -7.0% | 10.9% |
| Revenue YoY | 0.2% | -5.5% |
| Net Profit YoY | -114.0% | -32.4% |
| EPS (diluted) | $-0.72 | $0.39 |
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 | $150.2M | — | ||
| Q3 25 | $160.5M | $210.4M | ||
| Q2 25 | $138.4M | $211.0M | ||
| Q1 25 | $241.5M | $212.1M | ||
| Q4 24 | $149.9M | $222.6M | ||
| Q3 24 | $156.6M | $211.0M | ||
| Q2 24 | $132.6M | $217.0M | ||
| Q1 24 | $250.5M | $216.3M |
| Q4 25 | $-10.6M | — | ||
| Q3 25 | $-6.7M | $22.9M | ||
| Q2 25 | $-10.8M | $8.9M | ||
| Q1 25 | $35.3M | $42.9M | ||
| Q4 24 | $-4.9M | $33.9M | ||
| Q3 24 | $-5.9M | $34.4M | ||
| Q2 24 | $-13.0M | $36.3M | ||
| Q1 24 | $31.0M | $26.2M |
| Q4 25 | 56.1% | — | ||
| Q3 25 | 56.4% | 33.7% | ||
| Q2 25 | 53.7% | 36.9% | ||
| Q1 25 | 60.4% | 35.6% | ||
| Q4 24 | 58.5% | 37.0% | ||
| Q3 24 | 59.0% | 35.6% | ||
| Q2 24 | 54.3% | 36.5% | ||
| Q1 24 | 59.7% | 36.6% |
| Q4 25 | -10.5% | — | ||
| Q3 25 | -5.5% | 22.9% | ||
| Q2 25 | -10.8% | 26.4% | ||
| Q1 25 | 19.7% | 24.6% | ||
| Q4 24 | -5.2% | 25.1% | ||
| Q3 24 | -5.3% | 24.7% | ||
| Q2 24 | -13.5% | 25.8% | ||
| Q1 24 | 16.1% | 26.6% |
| Q4 25 | -7.0% | — | ||
| Q3 25 | -4.1% | 10.9% | ||
| Q2 25 | -7.8% | 4.2% | ||
| Q1 25 | 14.6% | 20.2% | ||
| Q4 24 | -3.3% | 15.2% | ||
| Q3 24 | -3.7% | 16.3% | ||
| Q2 24 | -9.8% | 16.7% | ||
| Q1 24 | 12.4% | 12.1% |
| Q4 25 | $-0.72 | — | ||
| Q3 25 | $-0.45 | $0.39 | ||
| Q2 25 | $-0.73 | $0.15 | ||
| Q1 25 | $2.22 | $0.68 | ||
| Q4 24 | $-0.32 | $0.54 | ||
| Q3 24 | $-0.38 | $0.55 | ||
| Q2 24 | $-0.83 | $0.58 | ||
| Q1 24 | $1.91 | $0.42 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $23.7M | $575.8M |
| Total DebtLower is stronger | — | $16.0K |
| Stockholders' EquityBook value | $189.3M | $1.1B |
| Total Assets | $495.5M | $1.8B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | — | ||
| Q3 25 | $34.2M | $575.8M | ||
| Q2 25 | $26.9M | $558.4M | ||
| Q1 25 | $83.7M | $642.2M | ||
| Q4 24 | $61.7M | $640.7M | ||
| Q3 24 | $72.1M | $606.4M | ||
| Q2 24 | $72.4M | $559.9M | ||
| Q1 24 | $87.0M | $521.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $2.7M |
| Q4 25 | $189.3M | — | ||
| Q3 25 | $197.5M | $1.1B | ||
| Q2 25 | $201.2M | $1.1B | ||
| Q1 25 | $216.4M | $1.1B | ||
| Q4 24 | $196.5M | $1.1B | ||
| Q3 24 | $202.1M | $1.1B | ||
| Q2 24 | $205.3M | $1.0B | ||
| Q1 24 | $217.5M | $1.0B |
| Q4 25 | $495.5M | — | ||
| Q3 25 | $493.7M | $1.8B | ||
| Q2 25 | $483.7M | $1.7B | ||
| Q1 25 | $532.3M | $1.7B | ||
| Q4 24 | $499.7M | $1.7B | ||
| Q3 24 | $481.1M | $1.6B | ||
| Q2 24 | $477.2M | $1.6B | ||
| Q1 24 | $482.2M | $1.6B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $-4.9M | $50.1M |
| Free Cash FlowOCF − Capex | $-10.2M | $25.2M |
| FCF MarginFCF / Revenue | -6.8% | 12.0% |
| Capex IntensityCapex / Revenue | 3.5% | 11.8% |
| Cash ConversionOCF / Net Profit | — | 2.19× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $64.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | — | ||
| Q3 25 | $12.2M | $50.1M | ||
| Q2 25 | $-41.4M | $31.5M | ||
| Q1 25 | $44.0M | $78.5M | ||
| Q4 24 | $-4.2M | $68.4M | ||
| Q3 24 | $6.2M | $75.1M | ||
| Q2 24 | $-7.0M | $76.5M | ||
| Q1 24 | $56.3M | $41.5M |
| Q4 25 | $-10.2M | — | ||
| Q3 25 | $7.8M | $25.2M | ||
| Q2 25 | $-50.0M | $-29.1M | ||
| Q1 25 | $38.7M | $43.3M | ||
| Q4 24 | $-6.6M | $25.2M | ||
| Q3 24 | $119.0K | $50.7M | ||
| Q2 24 | $-14.3M | $56.5M | ||
| Q1 24 | $49.5M | $-1.8M |
| Q4 25 | -6.8% | — | ||
| Q3 25 | 4.9% | 12.0% | ||
| Q2 25 | -36.1% | -13.8% | ||
| Q1 25 | 16.0% | 20.4% | ||
| Q4 24 | -4.4% | 11.3% | ||
| Q3 24 | 0.1% | 24.0% | ||
| Q2 24 | -10.8% | 26.0% | ||
| Q1 24 | 19.8% | -0.8% |
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.7% | 11.8% | ||
| Q2 25 | 6.2% | 28.7% | ||
| Q1 25 | 2.2% | 16.6% | ||
| Q4 24 | 1.6% | 19.4% | ||
| Q3 24 | 3.9% | 11.6% | ||
| Q2 24 | 5.5% | 9.2% | ||
| Q1 24 | 2.7% | 20.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | 2.19× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | 1.25× | 1.83× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | 1.82× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
