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Side-by-side financial comparison of Cloudflare, Inc. (NET) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
Cloudflare, Inc. is the larger business by last-quarter revenue ($614.5M vs $307.3M, roughly 2.0× OXFORD INDUSTRIES INC). Cloudflare, Inc. runs the higher net margin — -2.0% vs -20.7%, a 18.8% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs -0.2%). Cloudflare, Inc. produced more free cash flow last quarter ($105.2M vs $-47.9M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs -3.0%).
Cloudflare, Inc. is an American technology company headquartered in San Francisco, California, that provides a range of internet services, including content delivery network (CDN) services, cloud cybersecurity, DDoS mitigation, and ICANN-accredited domain registration. The company's services act primarily as a reverse proxy between website visitors and a customer's hosting provider, improving performance and protecting against malicious traffic.
Oxford Industries, Inc. is a publicly traded clothing company in the United States that specializes in high-end clothing and apparel. The company carries many major labels, including Tommy Bahama, Lilly Pulitzer, Johnny Was and Southern Tide.
NET vs OXM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $614.5M | $307.3M |
| Net Profit | $-12.1M | $-63.7M |
| Gross Margin | 73.6% | 60.3% |
| Operating Margin | -8.0% | -27.7% |
| Net Margin | -2.0% | -20.7% |
| Revenue YoY | 33.6% | -0.2% |
| Net Profit YoY | 6.0% | -1517.6% |
| EPS (diluted) | $-0.03 | $-4.28 |
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 | $614.5M | $307.3M | ||
| Q3 25 | $562.0M | $403.1M | ||
| Q2 25 | $512.3M | $392.9M | ||
| Q1 25 | $479.1M | — | ||
| Q4 24 | $459.9M | $308.0M | ||
| Q3 24 | $430.1M | $419.9M | ||
| Q2 24 | $401.0M | $398.2M | ||
| Q1 24 | $378.6M | $404.4M |
| Q4 25 | $-12.1M | $-63.7M | ||
| Q3 25 | $-1.3M | $16.7M | ||
| Q2 25 | $-50.4M | $26.2M | ||
| Q1 25 | $-38.5M | — | ||
| Q4 24 | $-12.8M | $-3.9M | ||
| Q3 24 | $-15.3M | $40.6M | ||
| Q2 24 | $-15.1M | $38.4M | ||
| Q1 24 | $-35.5M | $-60.1M |
| Q4 25 | 73.6% | 60.3% | ||
| Q3 25 | 74.0% | 61.4% | ||
| Q2 25 | 74.9% | 64.2% | ||
| Q1 25 | 75.9% | — | ||
| Q4 24 | 76.4% | 63.1% | ||
| Q3 24 | 77.7% | 63.1% | ||
| Q2 24 | 77.8% | 64.9% | ||
| Q1 24 | 77.5% | 60.9% |
| Q4 25 | -8.0% | -27.7% | ||
| Q3 25 | -6.7% | 6.3% | ||
| Q2 25 | -13.1% | 9.2% | ||
| Q1 25 | -11.1% | — | ||
| Q4 24 | -7.5% | -2.0% | ||
| Q3 24 | -7.2% | 12.5% | ||
| Q2 24 | -8.7% | 13.2% | ||
| Q1 24 | -14.4% | -20.1% |
| Q4 25 | -2.0% | -20.7% | ||
| Q3 25 | -0.2% | 4.1% | ||
| Q2 25 | -9.8% | 6.7% | ||
| Q1 25 | -8.0% | — | ||
| Q4 24 | -2.8% | -1.3% | ||
| Q3 24 | -3.6% | 9.7% | ||
| Q2 24 | -3.8% | 9.6% | ||
| Q1 24 | -9.4% | -14.9% |
| Q4 25 | $-0.03 | $-4.28 | ||
| Q3 25 | $0.00 | $1.12 | ||
| Q2 25 | $-0.15 | $1.70 | ||
| Q1 25 | $-0.11 | — | ||
| Q4 24 | $-0.05 | $-0.25 | ||
| Q3 24 | $-0.04 | $2.57 | ||
| Q2 24 | $-0.04 | $2.42 | ||
| Q1 24 | $-0.10 | $-3.72 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $943.5M | $8.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $528.0M |
| Total Assets | $6.0B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $943.5M | $8.0M | ||
| Q3 25 | $1.1B | $6.9M | ||
| Q2 25 | $1.5B | $8.2M | ||
| Q1 25 | $204.5M | — | ||
| Q4 24 | $147.7M | $7.0M | ||
| Q3 24 | $182.9M | $18.4M | ||
| Q2 24 | $157.0M | $7.7M | ||
| Q1 24 | $254.4M | $7.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $29.0M |
| Q4 25 | $1.5B | $528.0M | ||
| Q3 25 | $1.3B | $597.1M | ||
| Q2 25 | $1.2B | $592.4M | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.0B | $612.2M | ||
| Q3 24 | $973.1M | $621.6M | ||
| Q2 24 | $881.5M | $592.9M | ||
| Q1 24 | $797.2M | $560.9M |
| Q4 25 | $6.0B | $1.3B | ||
| Q3 25 | $5.8B | $1.3B | ||
| Q2 25 | $5.6B | $1.3B | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.3B | $1.2B | ||
| Q3 24 | $3.1B | $1.2B | ||
| Q2 24 | $2.9B | $1.2B | ||
| Q1 24 | $2.8B | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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 | $190.4M | $-9.1M |
| Free Cash FlowOCF − Capex | $105.2M | $-47.9M |
| FCF MarginFCF / Revenue | 17.1% | -15.6% |
| Capex IntensityCapex / Revenue | 13.9% | 12.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $287.5M | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $190.4M | $-9.1M | ||
| Q3 25 | $167.1M | $83.5M | ||
| Q2 25 | $99.8M | $-3.9M | ||
| Q1 25 | $145.8M | — | ||
| Q4 24 | $127.3M | $-18.2M | ||
| Q3 24 | $104.7M | $88.8M | ||
| Q2 24 | $74.8M | $32.9M | ||
| Q1 24 | $73.6M | $74.9M |
| Q4 25 | $105.2M | $-47.9M | ||
| Q3 25 | $82.5M | $52.3M | ||
| Q2 25 | $39.9M | $-27.4M | ||
| Q1 25 | $59.9M | — | ||
| Q4 24 | $54.2M | $-56.9M | ||
| Q3 24 | $54.5M | $47.2M | ||
| Q2 24 | $45.2M | $21.0M | ||
| Q1 24 | $41.5M | $55.3M |
| Q4 25 | 17.1% | -15.6% | ||
| Q3 25 | 14.7% | 13.0% | ||
| Q2 25 | 7.8% | -7.0% | ||
| Q1 25 | 12.5% | — | ||
| Q4 24 | 11.8% | -18.5% | ||
| Q3 24 | 12.7% | 11.2% | ||
| Q2 24 | 11.3% | 5.3% | ||
| Q1 24 | 11.0% | 13.7% |
| Q4 25 | 13.9% | 12.6% | ||
| Q3 25 | 15.1% | 7.7% | ||
| Q2 25 | 11.7% | 6.0% | ||
| Q1 25 | 17.9% | — | ||
| Q4 24 | 15.9% | 12.6% | ||
| Q3 24 | 11.7% | 9.9% | ||
| Q2 24 | 7.4% | 3.0% | ||
| Q1 24 | 8.5% | 4.8% |
| Q4 25 | — | — | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.19× | ||
| Q2 24 | — | 0.86× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
