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Side-by-side financial comparison of Life Time Group Holdings, Inc. (LTH) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
Trade Desk (The) is the larger business by last-quarter revenue ($846.8M vs $745.1M, roughly 1.1× Life Time Group Holdings, Inc.). Trade Desk (The) runs the higher net margin — 22.1% vs 16.5%, a 5.6% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs 12.3%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $-64.6M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs 11.7%).
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
LTH vs TTD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $745.1M | $846.8M |
| Net Profit | $123.0M | $186.9M |
| Gross Margin | 49.1% | 80.7% |
| Operating Margin | 17.4% | 30.3% |
| Net Margin | 16.5% | 22.1% |
| Revenue YoY | 12.3% | 14.3% |
| Net Profit YoY | 231.0% | 2.6% |
| EPS (diluted) | $0.55 | $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 | $745.1M | $846.8M | ||
| Q3 25 | $782.6M | $739.4M | ||
| Q2 25 | $761.5M | $694.0M | ||
| Q1 25 | $706.0M | $616.0M | ||
| Q4 24 | $663.3M | $741.0M | ||
| Q3 24 | $693.2M | $628.0M | ||
| Q2 24 | $667.8M | $584.5M | ||
| Q1 24 | $596.7M | $491.3M |
| Q4 25 | $123.0M | $186.9M | ||
| Q3 25 | $102.4M | $115.5M | ||
| Q2 25 | $72.1M | $90.1M | ||
| Q1 25 | $76.1M | $50.7M | ||
| Q4 24 | $37.2M | $182.2M | ||
| Q3 24 | $41.4M | $94.2M | ||
| Q2 24 | $52.8M | $85.0M | ||
| Q1 24 | $24.9M | $31.7M |
| Q4 25 | 49.1% | 80.7% | ||
| Q3 25 | 47.1% | 78.1% | ||
| Q2 25 | 47.0% | 78.2% | ||
| Q1 25 | 47.5% | 76.8% | ||
| Q4 24 | 48.2% | 81.7% | ||
| Q3 24 | 46.5% | 80.5% | ||
| Q2 24 | 46.8% | 81.1% | ||
| Q1 24 | 46.1% | 78.9% |
| Q4 25 | 17.4% | 30.3% | ||
| Q3 25 | 17.3% | 21.8% | ||
| Q2 25 | 14.2% | 16.8% | ||
| Q1 25 | 15.2% | 8.8% | ||
| Q4 24 | 13.1% | 26.4% | ||
| Q3 24 | 13.5% | 17.3% | ||
| Q2 24 | 15.7% | 16.2% | ||
| Q1 24 | 12.1% | 5.8% |
| Q4 25 | 16.5% | 22.1% | ||
| Q3 25 | 13.1% | 15.6% | ||
| Q2 25 | 9.5% | 13.0% | ||
| Q1 25 | 10.8% | 8.2% | ||
| Q4 24 | 5.6% | 24.6% | ||
| Q3 24 | 6.0% | 15.0% | ||
| Q2 24 | 7.9% | 14.5% | ||
| Q1 24 | 4.2% | 6.4% |
| Q4 25 | $0.55 | $0.39 | ||
| Q3 25 | $0.45 | $0.23 | ||
| Q2 25 | $0.32 | $0.18 | ||
| Q1 25 | $0.34 | $0.10 | ||
| Q4 24 | $0.17 | $0.36 | ||
| Q3 24 | $0.19 | $0.19 | ||
| Q2 24 | $0.26 | $0.17 | ||
| Q1 24 | $0.12 | $0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $204.8M | $1.3B |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $3.1B | $2.5B |
| Total Assets | $8.0B | $6.2B |
| Debt / EquityLower = less leverage | 0.48× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $204.8M | $1.3B | ||
| Q3 25 | $218.9M | $1.4B | ||
| Q2 25 | $175.5M | $1.7B | ||
| Q1 25 | $59.0M | $1.7B | ||
| Q4 24 | $10.9M | $1.9B | ||
| Q3 24 | $120.9M | $1.7B | ||
| Q2 24 | $34.5M | $1.5B | ||
| Q1 24 | $18.6M | $1.4B |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $2.0B | — |
| Q4 25 | $3.1B | $2.5B | ||
| Q3 25 | $3.0B | $2.6B | ||
| Q2 25 | $2.9B | $2.7B | ||
| Q1 25 | $2.7B | $2.7B | ||
| Q4 24 | $2.6B | $2.9B | ||
| Q3 24 | $2.6B | $2.6B | ||
| Q2 24 | $2.4B | $2.4B | ||
| Q1 24 | $2.3B | $2.2B |
| Q4 25 | $8.0B | $6.2B | ||
| Q3 25 | $7.8B | $5.9B | ||
| Q2 25 | $7.6B | $6.0B | ||
| Q1 25 | $7.3B | $5.7B | ||
| Q4 24 | $7.2B | $6.1B | ||
| Q3 24 | $7.2B | $5.5B | ||
| Q2 24 | $7.1B | $5.2B | ||
| Q1 24 | $7.1B | $4.7B |
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.59× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.87× | — |
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 | $239.9M | $311.6M |
| Free Cash FlowOCF − Capex | $-64.6M | $285.3M |
| FCF MarginFCF / Revenue | -8.7% | 33.7% |
| Capex IntensityCapex / Revenue | 40.9% | 3.1% |
| Cash ConversionOCF / Net Profit | 1.95× | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $-21.0M | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $239.9M | $311.6M | ||
| Q3 25 | $251.1M | $224.7M | ||
| Q2 25 | $195.7M | $165.0M | ||
| Q1 25 | $183.9M | $291.4M | ||
| Q4 24 | $163.1M | $199.4M | ||
| Q3 24 | $151.1M | $273.3M | ||
| Q2 24 | $170.4M | $81.3M | ||
| Q1 24 | $90.4M | $185.5M |
| Q4 25 | $-64.6M | $285.3M | ||
| Q3 25 | $28.6M | $158.3M | ||
| Q2 25 | $-26.3M | $119.8M | ||
| Q1 25 | $41.4M | $232.3M | ||
| Q4 24 | $26.8M | $179.2M | ||
| Q3 24 | $64.0M | $224.6M | ||
| Q2 24 | $26.1M | $59.1M | ||
| Q1 24 | $-66.4M | $178.2M |
| Q4 25 | -8.7% | 33.7% | ||
| Q3 25 | 3.7% | 21.4% | ||
| Q2 25 | -3.5% | 17.3% | ||
| Q1 25 | 5.9% | 37.7% | ||
| Q4 24 | 4.0% | 24.2% | ||
| Q3 24 | 9.2% | 35.8% | ||
| Q2 24 | 3.9% | 10.1% | ||
| Q1 24 | -11.1% | 36.3% |
| Q4 25 | 40.9% | 3.1% | ||
| Q3 25 | 28.4% | 9.0% | ||
| Q2 25 | 29.2% | 6.5% | ||
| Q1 25 | 20.2% | 9.6% | ||
| Q4 24 | 20.6% | 2.7% | ||
| Q3 24 | 12.6% | 7.8% | ||
| Q2 24 | 21.6% | 3.8% | ||
| Q1 24 | 26.3% | 1.5% |
| Q4 25 | 1.95× | 1.67× | ||
| Q3 25 | 2.45× | 1.94× | ||
| Q2 25 | 2.71× | 1.83× | ||
| Q1 25 | 2.41× | 5.75× | ||
| Q4 24 | 4.39× | 1.09× | ||
| Q3 24 | 3.65× | 2.90× | ||
| Q2 24 | 3.23× | 0.96× | ||
| Q1 24 | 3.63× | 5.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
