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Side-by-side financial comparison of Origin Bancorp, Inc. (OBK) and SHENANDOAH TELECOMMUNICATIONS CO (SHEN). Click either name above to swap in a different company.
Origin Bancorp, Inc. is the larger business by last-quarter revenue ($104.0M vs $91.6M, roughly 1.1× SHENANDOAH TELECOMMUNICATIONS CO). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs -5.9%, a 32.5% gap on every dollar of revenue. Over the past eight quarters, SHENANDOAH TELECOMMUNICATIONS CO's revenue compounded faster (15.0% CAGR vs 3.9%).
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
Shenandoah Telecommunications Co is a U.S. regional telecom provider offering broadband internet, wireless voice/data services, digital cable TV, and fiber-optic solutions. It serves residential, small business and enterprise clients across Mid-Atlantic states, focusing on underserved rural and suburban markets in Virginia, West Virginia, Maryland and Pennsylvania.
OBK vs SHEN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $104.0M | $91.6M |
| Net Profit | $27.7M | $-5.4M |
| Gross Margin | — | — |
| Operating Margin | — | -1.0% |
| Net Margin | 26.6% | -5.9% |
| Revenue YoY | — | 7.2% |
| Net Profit YoY | — | -95.8% |
| EPS (diluted) | $0.89 | $-0.13 |
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 | $104.0M | — | ||
| Q4 25 | $103.4M | $91.6M | ||
| Q3 25 | $109.8M | $89.8M | ||
| Q2 25 | $83.5M | $88.6M | ||
| Q1 25 | $94.1M | $87.9M | ||
| Q4 24 | $78.3M | $85.4M | ||
| Q3 24 | $90.8M | $87.6M | ||
| Q2 24 | $96.4M | $85.8M |
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.5M | $-5.4M | ||
| Q3 25 | $8.6M | $-9.4M | ||
| Q2 25 | $14.6M | $-9.0M | ||
| Q1 25 | $22.4M | $-9.1M | ||
| Q4 24 | $14.3M | $-2.7M | ||
| Q3 24 | $18.6M | $-5.3M | ||
| Q2 24 | $21.0M | $-12.9M |
| Q1 26 | — | — | ||
| Q4 25 | 36.2% | -1.0% | ||
| Q3 25 | 10.0% | -8.0% | ||
| Q2 25 | 22.3% | -10.3% | ||
| Q1 25 | 30.4% | -6.9% | ||
| Q4 24 | 23.0% | -6.7% | ||
| Q3 24 | 26.1% | -4.8% | ||
| Q2 24 | 27.7% | -18.5% |
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.5% | -5.9% | ||
| Q3 25 | 7.9% | -10.5% | ||
| Q2 25 | 17.5% | -10.2% | ||
| Q1 25 | 23.8% | -10.4% | ||
| Q4 24 | 18.2% | -3.2% | ||
| Q3 24 | 20.5% | -6.0% | ||
| Q2 24 | 21.8% | -15.0% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.95 | $-0.13 | ||
| Q3 25 | $0.27 | $-0.20 | ||
| Q2 25 | $0.47 | $-0.19 | ||
| Q1 25 | $0.71 | $-0.19 | ||
| Q4 24 | $0.45 | $-0.34 | ||
| Q3 24 | $0.60 | $-0.13 | ||
| Q2 24 | $0.67 | $-0.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $27.3M |
| Total DebtLower is stronger | — | $642.4M |
| Stockholders' EquityBook value | $1.3B | $880.8M |
| Total Assets | $10.2B | $1.9B |
| Debt / EquityLower = less leverage | — | 0.73× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $424.2M | $27.3M | ||
| Q3 25 | $626.9M | $22.6M | ||
| Q2 25 | $334.1M | $29.1M | ||
| Q1 25 | $486.2M | $87.5M | ||
| Q4 24 | $470.2M | $46.3M | ||
| Q3 24 | $321.2M | $43.1M | ||
| Q2 24 | $288.1M | $43.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $642.4M | ||
| Q3 25 | — | $535.4M | ||
| Q2 25 | — | $513.1M | ||
| Q1 25 | — | $515.8M | ||
| Q4 24 | — | $418.0M | ||
| Q3 24 | — | $345.2M | ||
| Q2 24 | — | $297.4M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $880.8M | ||
| Q3 25 | $1.2B | $892.7M | ||
| Q2 25 | $1.2B | $902.0M | ||
| Q1 25 | $1.2B | $910.5M | ||
| Q4 24 | $1.1B | $918.6M | ||
| Q3 24 | $1.1B | $925.4M | ||
| Q2 24 | $1.1B | $933.1M |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.7B | $1.9B | ||
| Q3 25 | $9.8B | $1.9B | ||
| Q2 25 | $9.7B | $1.8B | ||
| Q1 25 | $9.8B | $1.8B | ||
| Q4 24 | $9.7B | $1.7B | ||
| Q3 24 | $10.0B | $1.7B | ||
| Q2 24 | $9.9B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.32× |
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 | — | $28.8M |
| Free Cash FlowOCF − Capex | — | $-78.6M |
| FCF MarginFCF / Revenue | — | -85.8% |
| Capex IntensityCapex / Revenue | — | 117.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-257.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $158.9M | $28.8M | ||
| Q3 25 | $59.3M | $30.7M | ||
| Q2 25 | $20.6M | $20.9M | ||
| Q1 25 | $35.6M | $20.5M | ||
| Q4 24 | $108.5M | $20.6M | ||
| Q3 24 | $39.6M | $24.3M | ||
| Q2 24 | $11.9M | $2.5M |
| Q1 26 | — | — | ||
| Q4 25 | $151.1M | $-78.6M | ||
| Q3 25 | $56.8M | $-51.4M | ||
| Q2 25 | $19.6M | $-65.3M | ||
| Q1 25 | $34.8M | $-62.7M | ||
| Q4 24 | $86.4M | $-72.0M | ||
| Q3 24 | $32.2M | $-51.3M | ||
| Q2 24 | $6.5M | $-78.3M |
| Q1 26 | — | — | ||
| Q4 25 | 146.0% | -85.8% | ||
| Q3 25 | 51.7% | -57.2% | ||
| Q2 25 | 23.5% | -73.7% | ||
| Q1 25 | 37.0% | -71.3% | ||
| Q4 24 | 110.3% | -84.3% | ||
| Q3 24 | 35.5% | -58.5% | ||
| Q2 24 | 6.8% | -91.3% |
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 117.2% | ||
| Q3 25 | 2.3% | 91.4% | ||
| Q2 25 | 1.2% | 97.3% | ||
| Q1 25 | 0.8% | 94.7% | ||
| Q4 24 | 28.1% | 108.4% | ||
| Q3 24 | 8.1% | 86.2% | ||
| Q2 24 | 5.6% | 94.2% |
| Q1 26 | — | — | ||
| Q4 25 | 5.38× | — | ||
| Q3 25 | 6.88× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.59× | — | ||
| Q4 24 | 7.60× | — | ||
| Q3 24 | 2.13× | — | ||
| Q2 24 | 0.57× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
SHEN
| Residential And SMB Incumbent Broadband | $41.5M | 45% |
| Residential And SMB Glo Fiber Expansion Markets | $23.0M | 25% |
| Commercial Fiber | $20.3M | 22% |
| RLEC Other | $6.8M | 7% |
