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Side-by-side financial comparison of Orchid Island Capital, Inc. (ORC) and SILICOM LTD. (SILC). Click either name above to swap in a different company.

SILICOM LTD. is the larger business by last-quarter revenue ($61.9M vs $38.5M, roughly 1.6× Orchid Island Capital, Inc.). Orchid Island Capital, Inc. runs the higher net margin — 268.7% vs -18.5%, a 287.2% gap on every dollar of revenue. On growth, Orchid Island Capital, Inc. posted the faster year-over-year revenue change (372.6% vs 6.6%).

Orchid Island Capital, Inc. is a U.S.-based specialty finance company operating as a real estate investment trust. It primarily invests in residential mortgage-backed securities, including agency and non-agency products, targeting consistent risk-adjusted returns for its investors across U.S. fixed income markets.

Silicom Ltd. is a publicly traded company, headquartered in Israel, that specializes in the design, manufacture and marketing of connectivity solutions for a range of servers and server-based systems. Its shares are listed on the NASDAQ Global Market and on the Tel Aviv Stock Exchange. Silicom is a member of the RAD Group family of companies.

ORC vs SILC — Head-to-Head

Bigger by revenue
SILC
SILC
1.6× larger
SILC
$61.9M
$38.5M
ORC
Growing faster (revenue YoY)
ORC
ORC
+366.0% gap
ORC
372.6%
6.6%
SILC
Higher net margin
ORC
ORC
287.2% more per $
ORC
268.7%
-18.5%
SILC

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ORC
ORC
SILC
SILC
Revenue
$38.5M
$61.9M
Net Profit
$103.4M
$-11.5M
Gross Margin
30.6%
Operating Margin
-19.8%
Net Margin
268.7%
-18.5%
Revenue YoY
372.6%
6.6%
Net Profit YoY
1764.9%
16.3%
EPS (diluted)
$-2.01

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.

Revenue
ORC
ORC
SILC
SILC
Q4 25
$38.5M
$61.9M
Q3 25
$26.9M
Q2 25
$23.2M
Q1 25
$19.7M
Q4 24
$58.1M
Q3 24
$340.0K
Q2 24
$-697.0K
Q1 24
$-2.5M
Net Profit
ORC
ORC
SILC
SILC
Q4 25
$103.4M
$-11.5M
Q3 25
$72.1M
Q2 25
$-33.6M
Q1 25
$17.1M
Q4 24
$-13.7M
Q3 24
$17.3M
Q2 24
$-5.0M
Q1 24
$19.8M
Gross Margin
ORC
ORC
SILC
SILC
Q4 25
30.6%
Q3 25
Q2 25
Q1 25
Q4 24
28.6%
Q3 24
Q2 24
Q1 24
Operating Margin
ORC
ORC
SILC
SILC
Q4 25
-19.8%
Q3 25
Q2 25
Q1 25
Q4 24
-22.8%
Q3 24
Q2 24
Q1 24
Net Margin
ORC
ORC
SILC
SILC
Q4 25
268.7%
-18.5%
Q3 25
267.8%
Q2 25
-145.0%
Q1 25
86.9%
Q4 24
-23.6%
Q3 24
5094.1%
Q2 24
714.3%
Q1 24
-794.2%
EPS (diluted)
ORC
ORC
SILC
SILC
Q4 25
$-2.01
Q3 25
Q2 25
Q1 25
Q4 24
$-2.28
Q3 24
Q2 24
Q1 24

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ORC
ORC
SILC
SILC
Cash + ST InvestmentsLiquidity on hand
$665.9M
$42.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.4B
$117.5M
Total Assets
$11.7B
$152.2M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ORC
ORC
SILC
SILC
Q4 25
$665.9M
$42.1M
Q3 25
$583.9M
Q2 25
$440.8M
Q1 25
$396.4M
Q4 24
$72.1M
Q3 24
$322.1M
Q2 24
$241.0M
Q1 24
$190.4M
Stockholders' Equity
ORC
ORC
SILC
SILC
Q4 25
$1.4B
$117.5M
Q3 25
$1.1B
Q2 25
$912.0M
Q1 25
$855.9M
Q4 24
$127.8M
Q3 24
$656.0M
Q2 24
$555.9M
Q1 24
$481.6M
Total Assets
ORC
ORC
SILC
SILC
Q4 25
$11.7B
$152.2M
Q3 25
$9.1B
Q2 25
$7.6B
Q1 25
$7.3B
Q4 24
$150.4M
Q3 24
$5.9B
Q2 24
$4.9B
Q1 24
$4.2B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ORC
ORC
SILC
SILC
Operating Cash FlowLast quarter
$120.4M
$-2.2M
Free Cash FlowOCF − Capex
$-3.3M
FCF MarginFCF / Revenue
-5.4%
Capex IntensityCapex / Revenue
1.9%
Cash ConversionOCF / Net Profit
1.16×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ORC
ORC
SILC
SILC
Q4 25
$120.4M
$-2.2M
Q3 25
$28.0M
Q2 25
$18.4M
Q1 25
$25.8M
Q4 24
$18.3M
Q3 24
$-14.8M
Q2 24
$19.3M
Q1 24
$45.0M
Free Cash Flow
ORC
ORC
SILC
SILC
Q4 25
$-3.3M
Q3 25
Q2 25
Q1 25
Q4 24
$17.4M
Q3 24
Q2 24
Q1 24
FCF Margin
ORC
ORC
SILC
SILC
Q4 25
-5.4%
Q3 25
Q2 25
Q1 25
Q4 24
29.9%
Q3 24
Q2 24
Q1 24
Capex Intensity
ORC
ORC
SILC
SILC
Q4 25
1.9%
Q3 25
Q2 25
Q1 25
Q4 24
1.6%
Q3 24
Q2 24
Q1 24
Cash Conversion
ORC
ORC
SILC
SILC
Q4 25
1.16×
Q3 25
0.39×
Q2 25
Q1 25
1.51×
Q4 24
Q3 24
-0.86×
Q2 24
Q1 24
2.28×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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