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Side-by-side financial comparison of MAXLINEAR, INC (MXL) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $137.2M, roughly 1.8× MAXLINEAR, INC). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 43.0%). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs 22.1%).
MaxLinear, Inc. is an American electronic hardware company. Founded in 2003, it provides highly integrated radio-frequency (RF) analog and mixed-signal semiconductor products for broadband communications applications. It is a New York Stock Exchange-traded company.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
MXL vs PLMR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $137.2M | $253.4M |
| Net Profit | $-45.1M | — |
| Gross Margin | 57.5% | — |
| Operating Margin | 30.0% | 28.7% |
| Net Margin | -32.9% | — |
| Revenue YoY | 43.0% | 62.7% |
| Net Profit YoY | -203.0% | — |
| EPS (diluted) | $-0.52 | $2.05 |
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 | $137.2M | — | ||
| Q4 25 | $136.4M | $253.4M | ||
| Q3 25 | $126.5M | $244.7M | ||
| Q2 25 | $108.8M | $203.3M | ||
| Q1 25 | $95.9M | $174.6M | ||
| Q4 24 | $92.2M | $155.8M | ||
| Q3 24 | $81.1M | $148.5M | ||
| Q2 24 | $92.0M | $131.1M |
| Q1 26 | $-45.1M | — | ||
| Q4 25 | $-14.9M | — | ||
| Q3 25 | $-45.5M | $51.5M | ||
| Q2 25 | $-26.6M | $46.5M | ||
| Q1 25 | $-49.7M | $42.9M | ||
| Q4 24 | $-57.8M | — | ||
| Q3 24 | $-75.8M | $30.5M | ||
| Q2 24 | $-39.3M | $25.7M |
| Q1 26 | 57.5% | — | ||
| Q4 25 | 57.6% | — | ||
| Q3 25 | 56.9% | — | ||
| Q2 25 | 56.5% | — | ||
| Q1 25 | 56.1% | — | ||
| Q4 24 | 55.6% | — | ||
| Q3 24 | 54.4% | — | ||
| Q2 24 | 54.6% | — |
| Q1 26 | 30.0% | — | ||
| Q4 25 | -10.9% | 28.7% | ||
| Q3 25 | -32.7% | 27.4% | ||
| Q2 25 | -22.6% | 29.5% | ||
| Q1 25 | -48.0% | 30.8% | ||
| Q4 24 | -44.7% | 28.9% | ||
| Q3 24 | -82.3% | 25.9% | ||
| Q2 24 | -44.4% | 25.5% |
| Q1 26 | -32.9% | — | ||
| Q4 25 | -10.9% | — | ||
| Q3 25 | -36.0% | 21.0% | ||
| Q2 25 | -24.4% | 22.9% | ||
| Q1 25 | -51.8% | 24.6% | ||
| Q4 24 | -62.8% | — | ||
| Q3 24 | -93.4% | 20.5% | ||
| Q2 24 | -42.7% | 19.6% |
| Q1 26 | $-0.52 | — | ||
| Q4 25 | $-0.17 | $2.05 | ||
| Q3 25 | $-0.52 | $1.87 | ||
| Q2 25 | $-0.31 | $1.68 | ||
| Q1 25 | $-0.58 | $1.57 | ||
| Q4 24 | $-0.68 | $1.29 | ||
| Q3 24 | $-0.90 | $1.15 | ||
| Q2 24 | $-0.47 | $1.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $61.1M | $106.9M |
| Total DebtLower is stronger | $123.8M | — |
| Stockholders' EquityBook value | $454.2M | $942.7M |
| Total Assets | $771.3M | $3.1B |
| Debt / EquityLower = less leverage | 0.27× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.1M | — | ||
| Q4 25 | $72.8M | $106.9M | ||
| Q3 25 | $111.9M | $111.7M | ||
| Q2 25 | $108.6M | $81.3M | ||
| Q1 25 | $102.8M | $119.3M | ||
| Q4 24 | $118.6M | $80.4M | ||
| Q3 24 | $148.5M | $86.5M | ||
| Q2 24 | $185.1M | $47.8M |
| Q1 26 | $123.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $454.2M | — | ||
| Q4 25 | $451.9M | $942.7M | ||
| Q3 25 | $464.7M | $878.1M | ||
| Q2 25 | $488.3M | $847.2M | ||
| Q1 25 | $493.2M | $790.4M | ||
| Q4 24 | $516.3M | $729.0M | ||
| Q3 24 | $556.9M | $703.3M | ||
| Q2 24 | $617.3M | $532.6M |
| Q1 26 | $771.3M | — | ||
| Q4 25 | $796.4M | $3.1B | ||
| Q3 25 | $808.1M | $2.9B | ||
| Q2 25 | $863.7M | $2.8B | ||
| Q1 25 | $855.3M | $2.4B | ||
| Q4 24 | $864.6M | $2.3B | ||
| Q3 24 | $895.3M | $2.3B | ||
| Q2 24 | $973.2M | $2.0B |
| Q1 26 | 0.27× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $409.1M |
| Free Cash FlowOCF − Capex | — | $409.0M |
| FCF MarginFCF / Revenue | — | 161.4% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $10.4M | $409.1M | ||
| Q3 25 | $10.1M | $83.6M | ||
| Q2 25 | $10.5M | $120.9M | ||
| Q1 25 | $-11.4M | $87.2M | ||
| Q4 24 | $-27.8M | $261.2M | ||
| Q3 24 | $-30.7M | $100.3M | ||
| Q2 24 | $-2.7M | $55.1M |
| Q1 26 | — | — | ||
| Q4 25 | $6.7M | $409.0M | ||
| Q3 25 | $4.4M | $83.6M | ||
| Q2 25 | $9.3M | $120.8M | ||
| Q1 25 | $-13.4M | $87.1M | ||
| Q4 24 | $-30.0M | $260.9M | ||
| Q3 24 | $-34.9M | $100.1M | ||
| Q2 24 | $-5.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 161.4% | ||
| Q3 25 | 3.5% | 34.2% | ||
| Q2 25 | 8.6% | 59.4% | ||
| Q1 25 | -14.0% | 49.9% | ||
| Q4 24 | -32.6% | 167.5% | ||
| Q3 24 | -43.0% | 67.4% | ||
| Q2 24 | -6.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 4.5% | 0.0% | ||
| Q2 25 | 1.1% | 0.0% | ||
| Q1 25 | 2.1% | 0.0% | ||
| Q4 24 | 2.4% | 0.2% | ||
| Q3 24 | 5.1% | 0.1% | ||
| Q2 24 | 3.3% | 0.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | — | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 2.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
