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Side-by-side financial comparison of Lovesac Co (LOVE) and SMITH & WESSON BRANDS, INC. (SWBI). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $124.7M, roughly 1.2× SMITH & WESSON BRANDS, INC.). SMITH & WESSON BRANDS, INC. runs the higher net margin — 1.5% vs -7.0%, a 8.6% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -3.9%). SMITH & WESSON BRANDS, INC. produced more free cash flow last quarter ($16.3M vs $-10.2M). Over the past eight quarters, SMITH & WESSON BRANDS, INC.'s revenue compounded faster (-4.8% 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.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
LOVE vs SWBI — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $124.7M |
| Net Profit | $-10.6M | $1.9M |
| Gross Margin | 56.1% | 24.3% |
| Operating Margin | -10.5% | 3.3% |
| Net Margin | -7.0% | 1.5% |
| Revenue YoY | 0.2% | -3.9% |
| Net Profit YoY | -114.0% | -53.6% |
| EPS (diluted) | $-0.72 | $0.04 |
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 | $124.7M | ||
| Q3 25 | $160.5M | $85.1M | ||
| Q2 25 | $138.4M | $140.8M | ||
| Q1 25 | $241.5M | $115.9M | ||
| Q4 24 | $149.9M | $129.7M | ||
| Q3 24 | $156.6M | $88.3M | ||
| Q2 24 | $132.6M | $159.1M | ||
| Q1 24 | $250.5M | $137.5M |
| Q4 25 | $-10.6M | $1.9M | ||
| Q3 25 | $-6.7M | $-3.4M | ||
| Q2 25 | $-10.8M | $8.6M | ||
| Q1 25 | $35.3M | $2.1M | ||
| Q4 24 | $-4.9M | $4.5M | ||
| Q3 24 | $-5.9M | $-1.9M | ||
| Q2 24 | $-13.0M | $27.9M | ||
| Q1 24 | $31.0M | $7.9M |
| Q4 25 | 56.1% | 24.3% | ||
| Q3 25 | 56.4% | 25.9% | ||
| Q2 25 | 53.7% | 28.8% | ||
| Q1 25 | 60.4% | 24.1% | ||
| Q4 24 | 58.5% | 26.6% | ||
| Q3 24 | 59.0% | 27.4% | ||
| Q2 24 | 54.3% | 35.5% | ||
| Q1 24 | 59.7% | 28.7% |
| Q4 25 | -10.5% | 3.3% | ||
| Q3 25 | -5.5% | -3.5% | ||
| Q2 25 | -10.8% | 9.3% | ||
| Q1 25 | 19.7% | 4.1% | ||
| Q4 24 | -5.2% | 5.8% | ||
| Q3 24 | -5.3% | -1.7% | ||
| Q2 24 | -13.5% | 17.4% | ||
| Q1 24 | 16.1% | 8.2% |
| Q4 25 | -7.0% | 1.5% | ||
| Q3 25 | -4.1% | -4.0% | ||
| Q2 25 | -7.8% | 6.1% | ||
| Q1 25 | 14.6% | 1.8% | ||
| Q4 24 | -3.3% | 3.5% | ||
| Q3 24 | -3.7% | -2.1% | ||
| Q2 24 | -9.8% | 17.5% | ||
| Q1 24 | 12.4% | 5.7% |
| Q4 25 | $-0.72 | $0.04 | ||
| Q3 25 | $-0.45 | $-0.08 | ||
| Q2 25 | $-0.73 | $0.19 | ||
| Q1 25 | $2.22 | $0.05 | ||
| Q4 24 | $-0.32 | $0.10 | ||
| Q3 24 | $-0.38 | $-0.04 | ||
| Q2 24 | $-0.83 | $0.60 | ||
| Q1 24 | $1.91 | $0.17 |
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 | $22.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $363.2M |
| Total Assets | $495.5M | $548.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $22.4M | ||
| Q3 25 | $34.2M | $18.0M | ||
| Q2 25 | $26.9M | $25.2M | ||
| Q1 25 | $83.7M | $26.7M | ||
| Q4 24 | $61.7M | $39.1M | ||
| Q3 24 | $72.1M | $35.5M | ||
| Q2 24 | $72.4M | $60.8M | ||
| Q1 24 | $87.0M | $47.4M |
| Q4 25 | $189.3M | $363.2M | ||
| Q3 25 | $197.5M | $364.4M | ||
| Q2 25 | $201.2M | $372.5M | ||
| Q1 25 | $216.4M | $366.9M | ||
| Q4 24 | $196.5M | $371.5M | ||
| Q3 24 | $202.1M | $380.0M | ||
| Q2 24 | $205.3M | $399.9M | ||
| Q1 24 | $217.5M | $376.4M |
| Q4 25 | $495.5M | $548.6M | ||
| Q3 25 | $493.7M | $554.6M | ||
| Q2 25 | $483.7M | $559.6M | ||
| Q1 25 | $532.3M | $578.9M | ||
| Q4 24 | $499.7M | $587.4M | ||
| Q3 24 | $481.1M | $571.3M | ||
| Q2 24 | $477.2M | $577.4M | ||
| Q1 24 | $482.2M | $570.6M |
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 | $27.3M |
| Free Cash FlowOCF − Capex | $-10.2M | $16.3M |
| FCF MarginFCF / Revenue | -6.8% | 13.1% |
| Capex IntensityCapex / Revenue | 3.5% | 8.8% |
| Cash ConversionOCF / Net Profit | — | 14.22× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $21.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $27.3M | ||
| Q3 25 | $12.2M | $-8.1M | ||
| Q2 25 | $-41.4M | $40.8M | ||
| Q1 25 | $44.0M | $-9.8M | ||
| Q4 24 | $-4.2M | $-7.4M | ||
| Q3 24 | $6.2M | $-30.8M | ||
| Q2 24 | $-7.0M | $43.7M | ||
| Q1 24 | $56.3M | $25.2M |
| Q4 25 | $-10.2M | $16.3M | ||
| Q3 25 | $7.8M | $-12.4M | ||
| Q2 25 | $-50.0M | $33.5M | ||
| Q1 25 | $38.7M | $-16.1M | ||
| Q4 24 | $-6.6M | $-10.7M | ||
| Q3 24 | $119.0K | $-35.5M | ||
| Q2 24 | $-14.3M | $38.2M | ||
| Q1 24 | $49.5M | $7.0M |
| Q4 25 | -6.8% | 13.1% | ||
| Q3 25 | 4.9% | -14.6% | ||
| Q2 25 | -36.1% | 23.8% | ||
| Q1 25 | 16.0% | -13.9% | ||
| Q4 24 | -4.4% | -8.3% | ||
| Q3 24 | 0.1% | -40.2% | ||
| Q2 24 | -10.8% | 24.0% | ||
| Q1 24 | 19.8% | 5.1% |
| Q4 25 | 3.5% | 8.8% | ||
| Q3 25 | 2.7% | 5.0% | ||
| Q2 25 | 6.2% | 5.2% | ||
| Q1 25 | 2.2% | 5.4% | ||
| Q4 24 | 1.6% | 2.5% | ||
| Q3 24 | 3.9% | 5.3% | ||
| Q2 24 | 5.5% | 3.5% | ||
| Q1 24 | 2.7% | 13.2% |
| Q4 25 | — | 14.22× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.73× | ||
| Q1 25 | 1.25× | -4.68× | ||
| Q4 24 | — | -1.63× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.57× | ||
| Q1 24 | 1.82× | 3.20× |
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% |
SWBI
Segment breakdown not available.
