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Side-by-side financial comparison of Lovesac Co (LOVE) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $103.6M, roughly 1.4× TACTILE SYSTEMS TECHNOLOGY INC). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs -7.0%, a 17.3% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 0.2%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-10.2M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% 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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
LOVE vs TCMD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $103.6M |
| Net Profit | $-10.6M | $10.6M |
| Gross Margin | 56.1% | 78.2% |
| Operating Margin | -10.5% | 18.1% |
| Net Margin | -7.0% | 10.3% |
| Revenue YoY | 0.2% | 21.0% |
| Net Profit YoY | -114.0% | 9.4% |
| EPS (diluted) | $-0.72 | $0.45 |
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 | $103.6M | ||
| Q3 25 | $160.5M | $85.8M | ||
| Q2 25 | $138.4M | $78.9M | ||
| Q1 25 | $241.5M | $61.3M | ||
| Q4 24 | $149.9M | $85.6M | ||
| Q3 24 | $156.6M | $73.1M | ||
| Q2 24 | $132.6M | $73.2M | ||
| Q1 24 | $250.5M | $61.1M |
| Q4 25 | $-10.6M | $10.6M | ||
| Q3 25 | $-6.7M | $8.2M | ||
| Q2 25 | $-10.8M | $3.2M | ||
| Q1 25 | $35.3M | $-3.0M | ||
| Q4 24 | $-4.9M | $9.7M | ||
| Q3 24 | $-5.9M | $5.2M | ||
| Q2 24 | $-13.0M | $4.3M | ||
| Q1 24 | $31.0M | $-2.2M |
| Q4 25 | 56.1% | 78.2% | ||
| Q3 25 | 56.4% | 75.8% | ||
| Q2 25 | 53.7% | 74.5% | ||
| Q1 25 | 60.4% | 74.0% | ||
| Q4 24 | 58.5% | 75.2% | ||
| Q3 24 | 59.0% | 75.0% | ||
| Q2 24 | 54.3% | 73.9% | ||
| Q1 24 | 59.7% | 71.1% |
| Q4 25 | -10.5% | 18.1% | ||
| Q3 25 | -5.5% | 12.8% | ||
| Q2 25 | -10.8% | 5.2% | ||
| Q1 25 | 19.7% | -7.4% | ||
| Q4 24 | -5.2% | 14.6% | ||
| Q3 24 | -5.3% | 9.3% | ||
| Q2 24 | -13.5% | 8.0% | ||
| Q1 24 | 16.1% | -4.9% |
| Q4 25 | -7.0% | 10.3% | ||
| Q3 25 | -4.1% | 9.6% | ||
| Q2 25 | -7.8% | 4.1% | ||
| Q1 25 | 14.6% | -4.9% | ||
| Q4 24 | -3.3% | 11.4% | ||
| Q3 24 | -3.7% | 7.1% | ||
| Q2 24 | -9.8% | 5.9% | ||
| Q1 24 | 12.4% | -3.6% |
| Q4 25 | $-0.72 | $0.45 | ||
| Q3 25 | $-0.45 | $0.36 | ||
| Q2 25 | $-0.73 | $0.14 | ||
| Q1 25 | $2.22 | $-0.13 | ||
| Q4 24 | $-0.32 | $0.40 | ||
| Q3 24 | $-0.38 | $0.21 | ||
| Q2 24 | $-0.83 | $0.18 | ||
| Q1 24 | $1.91 | $-0.09 |
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 | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $189.3M | $218.9M |
| Total Assets | $495.5M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $83.4M | ||
| Q3 25 | $34.2M | $66.0M | ||
| Q2 25 | $26.9M | $81.5M | ||
| Q1 25 | $83.7M | $83.6M | ||
| Q4 24 | $61.7M | $94.4M | ||
| Q3 24 | $72.1M | $82.1M | ||
| Q2 24 | $72.4M | $73.6M | ||
| Q1 24 | $87.0M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $189.3M | $218.9M | ||
| Q3 25 | $197.5M | $204.9M | ||
| Q2 25 | $201.2M | $194.9M | ||
| Q1 25 | $216.4M | $205.6M | ||
| Q4 24 | $196.5M | $216.6M | ||
| Q3 24 | $202.1M | $207.9M | ||
| Q2 24 | $205.3M | $200.7M | ||
| Q1 24 | $217.5M | $193.5M |
| Q4 25 | $495.5M | $273.9M | ||
| Q3 25 | $493.7M | $259.2M | ||
| Q2 25 | $483.7M | $273.0M | ||
| Q1 25 | $532.3M | $280.2M | ||
| Q4 24 | $499.7M | $297.9M | ||
| Q3 24 | $481.1M | $287.7M | ||
| Q2 24 | $477.2M | $278.8M | ||
| Q1 24 | $482.2M | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | $-10.2M | $16.8M |
| FCF MarginFCF / Revenue | -6.8% | 16.2% |
| Capex IntensityCapex / Revenue | 3.5% | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $17.3M | ||
| Q3 25 | $12.2M | $10.3M | ||
| Q2 25 | $-41.4M | $14.8M | ||
| Q1 25 | $44.0M | $417.0K | ||
| Q4 24 | $-4.2M | $16.3M | ||
| Q3 24 | $6.2M | $10.3M | ||
| Q2 24 | $-7.0M | $13.1M | ||
| Q1 24 | $56.3M | $924.0K |
| Q4 25 | $-10.2M | $16.8M | ||
| Q3 25 | $7.8M | $9.2M | ||
| Q2 25 | $-50.0M | $14.4M | ||
| Q1 25 | $38.7M | $38.0K | ||
| Q4 24 | $-6.6M | $15.9M | ||
| Q3 24 | $119.0K | $9.3M | ||
| Q2 24 | $-14.3M | $12.6M | ||
| Q1 24 | $49.5M | $442.0K |
| Q4 25 | -6.8% | 16.2% | ||
| Q3 25 | 4.9% | 10.8% | ||
| Q2 25 | -36.1% | 18.2% | ||
| Q1 25 | 16.0% | 0.1% | ||
| Q4 24 | -4.4% | 18.5% | ||
| Q3 24 | 0.1% | 12.7% | ||
| Q2 24 | -10.8% | 17.3% | ||
| Q1 24 | 19.8% | 0.7% |
| Q4 25 | 3.5% | 0.5% | ||
| Q3 25 | 2.7% | 1.3% | ||
| Q2 25 | 6.2% | 0.5% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 1.6% | 0.5% | ||
| Q3 24 | 3.9% | 1.3% | ||
| Q2 24 | 5.5% | 0.7% | ||
| Q1 24 | 2.7% | 0.8% |
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | 1.25× | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | 1.82× | — |
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% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
