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Side-by-side financial comparison of Lifeway Foods, Inc. (LWAY) 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 $55.4M, roughly 1.9× Lifeway Foods, Inc.). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs 4.6%, a 5.7% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 18.0%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-17.4M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs 11.4%).
Lifeway Foods is an Illinois-based health food company founded in 1986. They are a leading U.S. supplier of kefir and fermented probiotic products to support the microbiome.
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.
LWAY vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $55.4M | $103.6M |
| Net Profit | $2.5M | $10.6M |
| Gross Margin | 27.8% | 78.2% |
| Operating Margin | 6.8% | 18.1% |
| Net Margin | 4.6% | 10.3% |
| Revenue YoY | 18.0% | 21.0% |
| Net Profit YoY | 1688.1% | 9.4% |
| EPS (diluted) | $0.15 | $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 | $55.4M | $103.6M | ||
| Q3 25 | $57.1M | $85.8M | ||
| Q2 25 | $53.9M | $78.9M | ||
| Q1 25 | $46.1M | $61.3M | ||
| Q4 24 | $46.9M | $85.6M | ||
| Q3 24 | $46.1M | $73.1M | ||
| Q2 24 | $49.2M | $73.2M | ||
| Q1 24 | $44.6M | $61.1M |
| Q4 25 | $2.5M | $10.6M | ||
| Q3 25 | $3.5M | $8.2M | ||
| Q2 25 | $4.2M | $3.2M | ||
| Q1 25 | $3.5M | $-3.0M | ||
| Q4 24 | $-160.0K | $9.7M | ||
| Q3 24 | $3.0M | $5.2M | ||
| Q2 24 | $3.8M | $4.3M | ||
| Q1 24 | $2.4M | $-2.2M |
| Q4 25 | 27.8% | 78.2% | ||
| Q3 25 | 28.7% | 75.8% | ||
| Q2 25 | 28.6% | 74.5% | ||
| Q1 25 | 23.9% | 74.0% | ||
| Q4 24 | 25.3% | 75.2% | ||
| Q3 24 | 25.7% | 75.0% | ||
| Q2 24 | 27.0% | 73.9% | ||
| Q1 24 | 25.8% | 71.1% |
| Q4 25 | 6.8% | 18.1% | ||
| Q3 25 | 8.8% | 12.8% | ||
| Q2 25 | 10.8% | 5.2% | ||
| Q1 25 | 3.4% | -7.4% | ||
| Q4 24 | 1.5% | 14.6% | ||
| Q3 24 | 9.1% | 9.3% | ||
| Q2 24 | 11.0% | 8.0% | ||
| Q1 24 | 8.0% | -4.9% |
| Q4 25 | 4.6% | 10.3% | ||
| Q3 25 | 6.2% | 9.6% | ||
| Q2 25 | 7.9% | 4.1% | ||
| Q1 25 | 7.7% | -4.9% | ||
| Q4 24 | -0.3% | 11.4% | ||
| Q3 24 | 6.5% | 7.1% | ||
| Q2 24 | 7.7% | 5.9% | ||
| Q1 24 | 5.4% | -3.6% |
| Q4 25 | $0.15 | $0.45 | ||
| Q3 25 | $0.23 | $0.36 | ||
| Q2 25 | $0.28 | $0.14 | ||
| Q1 25 | $0.23 | $-0.13 | ||
| Q4 24 | $0.00 | $0.40 | ||
| Q3 24 | $0.19 | $0.21 | ||
| Q2 24 | $0.25 | $0.18 | ||
| Q1 24 | $0.16 | $-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 | $5.6M | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $85.8M | $218.9M |
| Total Assets | $105.6M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.6M | $83.4M | ||
| Q3 25 | $23.0M | $66.0M | ||
| Q2 25 | $21.2M | $81.5M | ||
| Q1 25 | $19.4M | $83.6M | ||
| Q4 24 | $16.7M | $94.4M | ||
| Q3 24 | $20.6M | $82.1M | ||
| Q2 24 | $14.6M | $73.6M | ||
| Q1 24 | $12.0M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | $2.5M | $28.5M |
| Q4 25 | $85.8M | $218.9M | ||
| Q3 25 | $82.8M | $204.9M | ||
| Q2 25 | $78.7M | $194.9M | ||
| Q1 25 | $74.2M | $205.6M | ||
| Q4 24 | $71.9M | $216.6M | ||
| Q3 24 | $71.5M | $207.9M | ||
| Q2 24 | $68.0M | $200.7M | ||
| Q1 24 | $63.5M | $193.5M |
| Q4 25 | $105.6M | $273.9M | ||
| Q3 25 | $109.5M | $259.2M | ||
| Q2 25 | $98.3M | $273.0M | ||
| Q1 25 | $93.7M | $280.2M | ||
| Q4 24 | $90.5M | $297.9M | ||
| Q3 24 | $91.3M | $287.7M | ||
| Q2 24 | $84.9M | $278.8M | ||
| Q1 24 | $82.8M | $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 | 0.04× | 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 | $267.0K | $17.3M |
| Free Cash FlowOCF − Capex | $-17.4M | $16.8M |
| FCF MarginFCF / Revenue | -31.5% | 16.2% |
| Capex IntensityCapex / Revenue | 31.9% | 0.5% |
| Cash ConversionOCF / Net Profit | 0.11× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $-16.4M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $267.0K | $17.3M | ||
| Q3 25 | $6.9M | $10.3M | ||
| Q2 25 | $3.9M | $14.8M | ||
| Q1 25 | $-150.0K | $417.0K | ||
| Q4 24 | $-2.6M | $16.3M | ||
| Q3 24 | $7.5M | $10.3M | ||
| Q2 24 | $6.5M | $13.1M | ||
| Q1 24 | $1.5M | $924.0K |
| Q4 25 | $-17.4M | $16.8M | ||
| Q3 25 | $1.8M | $9.2M | ||
| Q2 25 | $1.6M | $14.4M | ||
| Q1 25 | $-2.4M | $38.0K | ||
| Q4 24 | $-3.8M | $15.9M | ||
| Q3 24 | $5.9M | $9.3M | ||
| Q2 24 | $5.1M | $12.6M | ||
| Q1 24 | $-923.0K | $442.0K |
| Q4 25 | -31.5% | 16.2% | ||
| Q3 25 | 3.1% | 10.8% | ||
| Q2 25 | 3.0% | 18.2% | ||
| Q1 25 | -5.1% | 0.1% | ||
| Q4 24 | -8.2% | 18.5% | ||
| Q3 24 | 12.8% | 12.7% | ||
| Q2 24 | 10.4% | 17.3% | ||
| Q1 24 | -2.1% | 0.7% |
| Q4 25 | 31.9% | 0.5% | ||
| Q3 25 | 9.0% | 1.3% | ||
| Q2 25 | 4.3% | 0.5% | ||
| Q1 25 | 4.8% | 0.6% | ||
| Q4 24 | 2.7% | 0.5% | ||
| Q3 24 | 3.3% | 1.3% | ||
| Q2 24 | 2.9% | 0.7% | ||
| Q1 24 | 5.5% | 0.8% |
| Q4 25 | 0.11× | 1.63× | ||
| Q3 25 | 1.96× | 1.26× | ||
| Q2 25 | 0.92× | 4.59× | ||
| Q1 25 | -0.04× | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | 2.50× | 1.99× | ||
| Q2 24 | 1.73× | 3.06× | ||
| Q1 24 | 0.64× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LWAY
| Drinkable Kefirotherthan Pro Bugs | $47.8M | 86% |
| Cheese | $4.7M | 8% |
| Cream And Other | $1.7M | 3% |
| Other | $1.2M | 2% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
