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Side-by-side financial comparison of Laird Superfood, Inc. (LSF) and Owlet, Inc. (OWLT). Click either name above to swap in a different company.
Owlet, Inc. is the larger business by last-quarter revenue ($26.6M vs $13.3M, roughly 2.0× Laird Superfood, Inc.). Laird Superfood, Inc. runs the higher net margin — -13.2% vs -34.6%, a 21.4% gap on every dollar of revenue. On growth, Owlet, Inc. posted the faster year-over-year revenue change (29.6% vs 15.0%). Over the past eight quarters, Owlet, Inc.'s revenue compounded faster (34.2% CAGR vs 16.1%).
Laird Superfood, Inc. develops, manufactures and sells a portfolio of plant-based functional superfood products, including premium coffee creamers, hydration blends, nutritional supplements, and plant-powered snacks. It serves health-conscious consumers through direct-to-consumer e-commerce platforms and offline retail partners, mainly operating in the North American market with a focus on sustainably sourced clean ingredients.
Owlet, Inc. is a pediatric health technology firm that develops smart wearable monitoring products for infants, most notably its signature smart sock that tracks real-time heart rate, oxygen levels, and sleep metrics. It serves global consumer markets across North America, Europe, and Asia-Pacific, distributing products via direct-to-consumer e-commerce and partnered retail outlets, focused on supporting parental peace of mind and infant health safety.
LSF vs OWLT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $13.3M | $26.6M |
| Net Profit | $-1.8M | $-9.2M |
| Gross Margin | 34.1% | 47.6% |
| Operating Margin | -13.5% | -18.4% |
| Net Margin | -13.2% | -34.6% |
| Revenue YoY | 15.0% | 29.6% |
| Net Profit YoY | -341.4% | -1.5% |
| EPS (diluted) | — | — |
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 | $13.3M | $26.6M | ||
| Q3 25 | $12.9M | $32.0M | ||
| Q2 25 | $12.0M | $26.1M | ||
| Q1 25 | $11.7M | $21.1M | ||
| Q4 24 | $11.6M | $20.5M | ||
| Q3 24 | $11.8M | $22.1M | ||
| Q2 24 | $10.0M | $20.7M | ||
| Q1 24 | $9.9M | $14.8M |
| Q4 25 | $-1.8M | $-9.2M | ||
| Q3 25 | $-975.1K | $4.1M | ||
| Q2 25 | $-362.2K | $-37.6M | ||
| Q1 25 | $-156.2K | $3.0M | ||
| Q4 24 | $-398.4K | $-9.1M | ||
| Q3 24 | $-166.1K | $-5.6M | ||
| Q2 24 | $-239.1K | $-1.1M | ||
| Q1 24 | $-1.0M | $3.3M |
| Q4 25 | 34.1% | 47.6% | ||
| Q3 25 | 36.5% | 50.6% | ||
| Q2 25 | 39.9% | 51.3% | ||
| Q1 25 | 41.9% | 53.7% | ||
| Q4 24 | 38.6% | 53.5% | ||
| Q3 24 | 43.0% | 52.2% | ||
| Q2 24 | 41.8% | 49.5% | ||
| Q1 24 | 40.0% | 44.4% |
| Q4 25 | -13.5% | -18.4% | ||
| Q3 25 | -7.7% | 3.8% | ||
| Q2 25 | -3.3% | -7.4% | ||
| Q1 25 | -1.9% | -12.7% | ||
| Q4 24 | -4.1% | -36.2% | ||
| Q3 24 | -2.3% | -21.8% | ||
| Q2 24 | -3.4% | -10.8% | ||
| Q1 24 | -11.0% | -39.0% |
| Q4 25 | -13.2% | -34.6% | ||
| Q3 25 | -7.6% | 12.9% | ||
| Q2 25 | -3.0% | -144.4% | ||
| Q1 25 | -1.3% | 14.3% | ||
| Q4 24 | -3.4% | -44.2% | ||
| Q3 24 | -1.4% | -25.4% | ||
| Q2 24 | -2.4% | -5.5% | ||
| Q1 24 | -10.3% | 22.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $-2.37 | ||
| Q1 25 | — | $0.11 | ||
| Q4 24 | — | $-0.15 | ||
| Q3 24 | — | $-0.61 | ||
| Q2 24 | — | $-0.30 | ||
| Q1 24 | — | $-0.51 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $5.1M | $35.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $11.5M | $19.0M |
| Total Assets | $19.2M | $85.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.1M | $35.5M | ||
| Q3 25 | $5.1M | $23.8M | ||
| Q2 25 | $3.9M | $21.8M | ||
| Q1 25 | $7.0M | $16.3M | ||
| Q4 24 | $8.3M | $20.2M | ||
| Q3 24 | $7.9M | $21.6M | ||
| Q2 24 | $7.6M | $15.4M | ||
| Q1 24 | $7.1M | $18.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | $11.5M | $19.0M | ||
| Q3 25 | $12.8M | $-54.1M | ||
| Q2 25 | $13.4M | $-59.2M | ||
| Q1 25 | $13.3M | $-25.8M | ||
| Q4 24 | $13.2M | $-29.8M | ||
| Q3 24 | $13.1M | $-21.5M | ||
| Q2 24 | $12.6M | $-33.4M | ||
| Q1 24 | $12.7M | $-32.9M |
| Q4 25 | $19.2M | $85.6M | ||
| Q3 25 | $18.9M | $74.9M | ||
| Q2 25 | $20.4M | $63.5M | ||
| Q1 25 | $21.5M | $51.4M | ||
| Q4 24 | $19.3M | $49.5M | ||
| Q3 24 | $18.8M | $56.1M | ||
| Q2 24 | $18.0M | $45.9M | ||
| Q1 24 | $17.6M | $43.8M |
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 | $68.4K | $-452.0K |
| Free Cash FlowOCF − Capex | — | $-651.0K |
| FCF MarginFCF / Revenue | — | -2.5% |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-11.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.4K | $-452.0K | ||
| Q3 25 | $1.2M | $-2.2M | ||
| Q2 25 | $-2.8M | $-2.2M | ||
| Q1 25 | $-1.3M | $-5.9M | ||
| Q4 24 | $339.2K | $3.0M | ||
| Q3 24 | $305.8K | $-7.5M | ||
| Q2 24 | $642.7K | $-3.4M | ||
| Q1 24 | $-422.3K | $-3.4M |
| Q4 25 | — | $-651.0K | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | — | $-2.3M | ||
| Q1 25 | — | $-5.9M | ||
| Q4 24 | — | $3.0M | ||
| Q3 24 | — | $-7.5M | ||
| Q2 24 | — | $-3.4M | ||
| Q1 24 | — | — |
| Q4 25 | — | -2.5% | ||
| Q3 25 | — | -6.8% | ||
| Q2 25 | — | -8.8% | ||
| Q1 25 | — | -28.1% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | — | -33.9% | ||
| Q2 24 | — | -16.3% | ||
| Q1 24 | — | — |
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | -0.52× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -1.96× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LSF
| Wholesale | $7.0M | 52% |
| Coffee Tea And Hot Chocolate Products | $4.4M | 33% |
| Hydration And Beverage Enhancing Supplements | $1.6M | 12% |
| Other | $352.6K | 3% |
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |