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Side-by-side financial comparison of Lulu's Fashion Lounge Holdings, Inc. (LVLU) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
TACTILE SYSTEMS TECHNOLOGY INC is the larger business by last-quarter revenue ($103.6M vs $66.1M, roughly 1.6× Lulu's Fashion Lounge Holdings, Inc.). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs -48.2%, a 58.5% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs -11.8%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-2.6M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs -14.7%).
Lulu's Fashion Lounge Holdings, Inc. is a direct-to-consumer women's fashion retailer offering affordable, trendy apparel, footwear, and accessories. It primarily serves Gen Z and millennial consumers across North America, operating mainly via its e-commerce platform, with limited pop-up physical locations to boost customer engagement.
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.
LVLU vs TCMD — Head-to-Head
Income Statement — Q4 FY2024 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $66.1M | $103.6M |
| Net Profit | $-31.9M | $10.6M |
| Gross Margin | 37.9% | 78.2% |
| Operating Margin | -52.8% | 18.1% |
| Net Margin | -48.2% | 10.3% |
| Revenue YoY | -11.8% | 21.0% |
| Net Profit YoY | -340.9% | 9.4% |
| EPS (diluted) | $-13.46 | $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 | — | $103.6M | ||
| Q3 25 | — | $85.8M | ||
| Q2 25 | — | $78.9M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | $66.1M | $85.6M | ||
| Q3 24 | $80.5M | $73.1M | ||
| Q2 24 | $92.0M | $73.2M | ||
| Q1 24 | $77.3M | $61.1M |
| Q4 25 | — | $10.6M | ||
| Q3 25 | — | $8.2M | ||
| Q2 25 | — | $3.2M | ||
| Q1 25 | — | $-3.0M | ||
| Q4 24 | $-31.9M | $9.7M | ||
| Q3 24 | $-6.9M | $5.2M | ||
| Q2 24 | $-10.8M | $4.3M | ||
| Q1 24 | $-5.7M | $-2.2M |
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 75.8% | ||
| Q2 25 | — | 74.5% | ||
| Q1 25 | — | 74.0% | ||
| Q4 24 | 37.9% | 75.2% | ||
| Q3 24 | 38.1% | 75.0% | ||
| Q2 24 | 45.5% | 73.9% | ||
| Q1 24 | 42.3% | 71.1% |
| Q4 25 | — | 18.1% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | -7.4% | ||
| Q4 24 | -52.8% | 14.6% | ||
| Q3 24 | -8.5% | 9.3% | ||
| Q2 24 | -4.9% | 8.0% | ||
| Q1 24 | -8.0% | -4.9% |
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | — | -4.9% | ||
| Q4 24 | -48.2% | 11.4% | ||
| Q3 24 | -8.5% | 7.1% | ||
| Q2 24 | -11.7% | 5.9% | ||
| Q1 24 | -7.4% | -3.6% |
| Q4 25 | — | $0.45 | ||
| Q3 25 | — | $0.36 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $-0.13 | ||
| Q4 24 | $-13.46 | $0.40 | ||
| Q3 24 | $-2.47 | $0.21 | ||
| Q2 24 | $-3.92 | $0.18 | ||
| Q1 24 | $-0.15 | $-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 | $4.5M | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $13.4M | $218.9M |
| Total Assets | $108.2M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $83.4M | ||
| Q3 25 | — | $66.0M | ||
| Q2 25 | — | $81.5M | ||
| Q1 25 | — | $83.6M | ||
| Q4 24 | $4.5M | $94.4M | ||
| Q3 24 | $6.3M | $82.1M | ||
| Q2 24 | $1.8M | $73.6M | ||
| Q1 24 | $5.5M | $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 | — | $218.9M | ||
| Q3 25 | — | $204.9M | ||
| Q2 25 | — | $194.9M | ||
| Q1 25 | — | $205.6M | ||
| Q4 24 | $13.4M | $216.6M | ||
| Q3 24 | $43.8M | $207.9M | ||
| Q2 24 | $48.7M | $200.7M | ||
| Q1 24 | $57.7M | $193.5M |
| Q4 25 | — | $273.9M | ||
| Q3 25 | — | $259.2M | ||
| Q2 25 | — | $273.0M | ||
| Q1 25 | — | $280.2M | ||
| Q4 24 | $108.2M | $297.9M | ||
| Q3 24 | $153.5M | $287.7M | ||
| Q2 24 | $145.3M | $278.8M | ||
| Q1 24 | $160.6M | $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 | $-2.5M | $17.3M |
| Free Cash FlowOCF − Capex | $-2.6M | $16.8M |
| FCF MarginFCF / Revenue | -3.9% | 16.2% |
| Capex IntensityCapex / Revenue | 0.0% | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $1.3M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $17.3M | ||
| Q3 25 | — | $10.3M | ||
| Q2 25 | — | $14.8M | ||
| Q1 25 | — | $417.0K | ||
| Q4 24 | $-2.5M | $16.3M | ||
| Q3 24 | $-5.5M | $10.3M | ||
| Q2 24 | $3.7M | $13.1M | ||
| Q1 24 | $6.9M | $924.0K |
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $9.2M | ||
| Q2 25 | — | $14.4M | ||
| Q1 25 | — | $38.0K | ||
| Q4 24 | $-2.6M | $15.9M | ||
| Q3 24 | $-5.9M | $9.3M | ||
| Q2 24 | $3.4M | $12.6M | ||
| Q1 24 | $6.4M | $442.0K |
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | -3.9% | 18.5% | ||
| Q3 24 | -7.3% | 12.7% | ||
| Q2 24 | 3.7% | 17.3% | ||
| Q1 24 | 8.3% | 0.7% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.5% | 1.3% | ||
| Q2 24 | 0.4% | 0.7% | ||
| Q1 24 | 0.7% | 0.8% |
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LVLU
| Single Reportable Segment | $63.0M | 95% |
| Other | $2.4M | 4% |
| Stored Value Cards | $750.0K | 1% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
