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Side-by-side financial comparison of Pulmonx Corp (LUNG) and Orchid Island Capital, Inc. (ORC). Click either name above to swap in a different company.
Orchid Island Capital, Inc. is the larger business by last-quarter revenue ($38.5M vs $20.6M, roughly 1.9× Pulmonx Corp). Orchid Island Capital, Inc. runs the higher net margin — 268.7% vs -66.3%, a 335.0% gap on every dollar of revenue. On growth, Orchid Island Capital, Inc. posted the faster year-over-year revenue change (372.6% vs -8.7%). Over the past eight quarters, Orchid Island Capital, Inc.'s revenue compounded faster (301.6% CAGR vs -0.5%).
Pulmonx Corp is a global medical tech firm focused on interventional pulmonology solutions. It develops minimally invasive endobronchial valves to treat severe COPD and emphysema, with products sold across North America, Europe, and Asia-Pacific for patients with advanced lung conditions.
Orchid Island Capital, Inc. is a U.S.-based specialty finance company operating as a real estate investment trust. It primarily invests in residential mortgage-backed securities, including agency and non-agency products, targeting consistent risk-adjusted returns for its investors across U.S. fixed income markets.
LUNG vs ORC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $20.6M | $38.5M |
| Net Profit | $-13.7M | $103.4M |
| Gross Margin | 77.9% | — |
| Operating Margin | -40.9% | — |
| Net Margin | -66.3% | 268.7% |
| Revenue YoY | -8.7% | 372.6% |
| Net Profit YoY | 5.5% | 1764.9% |
| EPS (diluted) | $-0.33 | — |
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.
| Q1 26 | $20.6M | — | ||
| Q4 25 | $22.6M | $38.5M | ||
| Q3 25 | $21.5M | $26.9M | ||
| Q2 25 | $23.9M | $23.2M | ||
| Q1 25 | $22.5M | $19.7M | ||
| Q4 24 | $23.8M | — | ||
| Q3 24 | $20.4M | $340.0K | ||
| Q2 24 | $20.8M | $-697.0K |
| Q1 26 | $-13.7M | — | ||
| Q4 25 | $-10.4M | $103.4M | ||
| Q3 25 | $-14.0M | $72.1M | ||
| Q2 25 | $-15.2M | $-33.6M | ||
| Q1 25 | $-14.4M | $17.1M | ||
| Q4 24 | $-13.2M | — | ||
| Q3 24 | $-14.1M | $17.3M | ||
| Q2 24 | $-15.3M | $-5.0M |
| Q1 26 | 77.9% | — | ||
| Q4 25 | 77.6% | — | ||
| Q3 25 | 74.7% | — | ||
| Q2 25 | 72.1% | — | ||
| Q1 25 | 72.5% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 73.7% | — | ||
| Q2 24 | 73.7% | — |
| Q1 26 | -40.9% | — | ||
| Q4 25 | -43.8% | — | ||
| Q3 25 | -66.9% | — | ||
| Q2 25 | -62.0% | — | ||
| Q1 25 | -64.6% | — | ||
| Q4 24 | -56.5% | — | ||
| Q3 24 | -69.3% | — | ||
| Q2 24 | -75.2% | — |
| Q1 26 | -66.3% | — | ||
| Q4 25 | -46.1% | 268.7% | ||
| Q3 25 | -64.9% | 267.8% | ||
| Q2 25 | -63.6% | -145.0% | ||
| Q1 25 | -64.1% | 86.9% | ||
| Q4 24 | -55.4% | — | ||
| Q3 24 | -69.4% | 5094.1% | ||
| Q2 24 | -73.7% | 714.3% |
| Q1 26 | $-0.33 | — | ||
| Q4 25 | $-0.25 | — | ||
| Q3 25 | $-0.34 | — | ||
| Q2 25 | $-0.38 | — | ||
| Q1 25 | $-0.36 | — | ||
| Q4 24 | $-0.33 | — | ||
| Q3 24 | $-0.36 | — | ||
| Q2 24 | $-0.39 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $61.6M | $665.9M |
| Total DebtLower is stronger | $37.3M | — |
| Stockholders' EquityBook value | $45.8M | $1.4B |
| Total Assets | $120.0M | $11.7B |
| Debt / EquityLower = less leverage | 0.82× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.6M | — | ||
| Q4 25 | $69.8M | $665.9M | ||
| Q3 25 | $76.5M | $583.9M | ||
| Q2 25 | $75.5M | $440.8M | ||
| Q1 25 | $74.6M | $396.4M | ||
| Q4 24 | $70.9M | — | ||
| Q3 24 | $63.3M | $322.1M | ||
| Q2 24 | $63.5M | $241.0M |
| Q1 26 | $37.3M | — | ||
| Q4 25 | $37.1M | — | ||
| Q3 25 | $37.1M | — | ||
| Q2 25 | $37.1M | — | ||
| Q1 25 | $37.2M | — | ||
| Q4 24 | $37.2M | — | ||
| Q3 24 | $37.2M | — | ||
| Q2 24 | $37.2M | — |
| Q1 26 | $45.8M | — | ||
| Q4 25 | $54.1M | $1.4B | ||
| Q3 25 | $60.0M | $1.1B | ||
| Q2 25 | $69.1M | $912.0M | ||
| Q1 25 | $77.7M | $855.9M | ||
| Q4 24 | $85.8M | — | ||
| Q3 24 | $93.9M | $656.0M | ||
| Q2 24 | $101.2M | $555.9M |
| Q1 26 | $120.0M | — | ||
| Q4 25 | $129.3M | $11.7B | ||
| Q3 25 | $138.3M | $9.1B | ||
| Q2 25 | $147.2M | $7.6B | ||
| Q1 25 | $150.7M | $7.3B | ||
| Q4 24 | $162.8M | — | ||
| Q3 24 | $167.4M | $5.9B | ||
| Q2 24 | $172.6M | $4.9B |
| Q1 26 | 0.82× | — | ||
| Q4 25 | 0.69× | — | ||
| Q3 25 | 0.62× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.37× | — |
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 | — | $120.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 1.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $120.4M | ||
| Q3 25 | $-8.2M | $28.0M | ||
| Q2 25 | $-3.9M | $18.4M | ||
| Q1 25 | $-13.2M | $25.8M | ||
| Q4 24 | $-6.7M | — | ||
| Q3 24 | $-7.2M | $-14.8M | ||
| Q2 24 | $-5.8M | $19.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | — | ||
| Q3 25 | $-8.3M | — | ||
| Q2 25 | $-4.0M | — | ||
| Q1 25 | $-13.5M | — | ||
| Q4 24 | $-6.8M | — | ||
| Q3 24 | $-7.7M | — | ||
| Q2 24 | $-6.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | — | ||
| Q3 25 | -38.4% | — | ||
| Q2 25 | -16.6% | — | ||
| Q1 25 | -60.0% | — | ||
| Q4 24 | -28.8% | — | ||
| Q3 24 | -37.6% | — | ||
| Q2 24 | -30.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 2.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.86× | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
