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Side-by-side financial comparison of Orion Group Holdings Inc (ORN) and WILLIS LEASE FINANCE CORP (WLFC). Click either name above to swap in a different company.

Orion Group Holdings Inc is the larger business by last-quarter revenue ($216.3M vs $193.6M, roughly 1.1× WILLIS LEASE FINANCE CORP). On growth, WILLIS LEASE FINANCE CORP posted the faster year-over-year revenue change (26.7% vs 14.6%). Over the past eight quarters, WILLIS LEASE FINANCE CORP's revenue compounded faster (27.5% CAGR vs 6.1%).

Orion Corporation, founded in 1917 and headquartered at Espoo, Finland, is a globally operating Finnish company which develops, manufactures and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients for global markets. All of the company's manufacturing sites and the majority of its R&D units are in Finland.

Willis Lease Finance Corp is a leading global independent provider of commercial aviation asset solutions. It primarily leases and sells commercial aircraft engines, auxiliary power units and other aviation spare parts, serving airline operators, MRO providers and other aviation industry participants across major global markets.

ORN vs WLFC — Head-to-Head

Bigger by revenue
ORN
ORN
1.1× larger
ORN
$216.3M
$193.6M
WLFC
Growing faster (revenue YoY)
WLFC
WLFC
+12.1% gap
WLFC
26.7%
14.6%
ORN
Faster 2-yr revenue CAGR
WLFC
WLFC
Annualised
WLFC
27.5%
6.1%
ORN

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
ORN
ORN
WLFC
WLFC
Revenue
$216.3M
$193.6M
Net Profit
$4.7M
Gross Margin
12.0%
Operating Margin
7.3%
Net Margin
2.2%
Revenue YoY
14.6%
26.7%
Net Profit YoY
435.7%
EPS (diluted)
$0.12
$1.50

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
ORN
ORN
WLFC
WLFC
Q1 26
$216.3M
Q4 25
$233.2M
$193.6M
Q3 25
$225.1M
$183.4M
Q2 25
$205.3M
$195.5M
Q1 25
$188.7M
$157.7M
Q4 24
$216.9M
$152.8M
Q3 24
$226.7M
$146.2M
Q2 24
$192.2M
$151.1M
Net Profit
ORN
ORN
WLFC
WLFC
Q1 26
$4.7M
Q4 25
$-240.0K
Q3 25
$3.3M
$24.3M
Q2 25
$841.0K
$60.4M
Q1 25
$-1.4M
$16.9M
Q4 24
$6.8M
Q3 24
$4.3M
$24.1M
Q2 24
$-6.6M
$42.6M
Gross Margin
ORN
ORN
WLFC
WLFC
Q1 26
12.0%
Q4 25
11.6%
Q3 25
13.2%
Q2 25
12.6%
Q1 25
12.2%
Q4 24
14.0%
Q3 24
11.9%
Q2 24
9.5%
Operating Margin
ORN
ORN
WLFC
WLFC
Q1 26
Q4 25
2.2%
7.3%
Q3 25
2.4%
20.7%
Q2 25
1.7%
14.5%
Q1 25
0.4%
15.2%
Q4 24
4.4%
19.2%
Q3 24
3.4%
23.0%
Q2 24
-1.4%
35.8%
Net Margin
ORN
ORN
WLFC
WLFC
Q1 26
2.2%
Q4 25
-0.1%
Q3 25
1.5%
13.3%
Q2 25
0.4%
30.9%
Q1 25
-0.7%
10.7%
Q4 24
3.1%
Q3 24
1.9%
16.5%
Q2 24
-3.4%
28.2%
EPS (diluted)
ORN
ORN
WLFC
WLFC
Q1 26
$0.12
Q4 25
$-0.00
$1.50
Q3 25
$0.08
$3.25
Q2 25
$0.02
$8.43
Q1 25
$-0.04
$2.21
Q4 24
$0.22
$2.76
Q3 24
$0.12
$3.37
Q2 24
$-0.20
$6.21

Balance Sheet & Financial Strength

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

Metric
ORN
ORN
WLFC
WLFC
Cash + ST InvestmentsLiquidity on hand
$6.3M
$16.4M
Total DebtLower is stronger
$2.7B
Stockholders' EquityBook value
$166.7M
$662.1M
Total Assets
$478.7M
$3.9B
Debt / EquityLower = less leverage
4.08×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ORN
ORN
WLFC
WLFC
Q1 26
$6.3M
Q4 25
$1.6M
$16.4M
Q3 25
$4.9M
$12.9M
Q2 25
$1.7M
$37.3M
Q1 25
$13.0M
$32.4M
Q4 24
$28.3M
$9.1M
Q3 24
$28.3M
$5.8M
Q2 24
$4.8M
$5.0M
Total Debt
ORN
ORN
WLFC
WLFC
Q1 26
Q4 25
$2.7B
Q3 25
$2.2B
Q2 25
$33.4M
$2.8B
Q1 25
$23.3M
$2.2B
Q4 24
$23.2M
$2.3B
Q3 24
$28.0M
$2.0B
Q2 24
$60.3M
$1.9B
Stockholders' Equity
ORN
ORN
WLFC
WLFC
Q1 26
$166.7M
Q4 25
$159.0M
$662.1M
Q3 25
$157.9M
$650.2M
Q2 25
$153.2M
$617.9M
Q1 25
$150.8M
$565.5M
Q4 24
$150.7M
$549.3M
Q3 24
$142.4M
$517.8M
Q2 24
$111.1M
$492.4M
Total Assets
ORN
ORN
WLFC
WLFC
Q1 26
$478.7M
Q4 25
$414.7M
$3.9B
Q3 25
$422.4M
$3.4B
Q2 25
$432.7M
$3.9B
Q1 25
$416.3M
$3.3B
Q4 24
$417.3M
$3.3B
Q3 24
$430.3M
$3.0B
Q2 24
$414.0M
$2.9B
Debt / Equity
ORN
ORN
WLFC
WLFC
Q1 26
Q4 25
4.08×
Q3 25
3.44×
Q2 25
0.22×
4.53×
Q1 25
0.15×
3.95×
Q4 24
0.15×
4.12×
Q3 24
0.20×
3.84×
Q2 24
0.54×
3.95×

Cash Flow & Capital Efficiency

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

Metric
ORN
ORN
WLFC
WLFC
Operating Cash FlowLast quarter
$74.2M
Free Cash FlowOCF − Capex
$66.2M
FCF MarginFCF / Revenue
34.2%
Capex IntensityCapex / Revenue
4.1%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$252.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ORN
ORN
WLFC
WLFC
Q1 26
Q4 25
$13.8M
$74.2M
Q3 25
$23.3M
$63.9M
Q2 25
$-5.6M
$104.2M
Q1 25
$-3.4M
$41.0M
Q4 24
$13.4M
$68.0M
Q3 24
$37.5M
$86.8M
Q2 24
$-15.3M
$69.8M
Free Cash Flow
ORN
ORN
WLFC
WLFC
Q1 26
Q4 25
$454.0K
$66.2M
Q3 25
$13.9M
$57.8M
Q2 25
$-12.7M
$94.5M
Q1 25
$-12.5M
$33.5M
Q4 24
$9.9M
$55.1M
Q3 24
$33.3M
$85.7M
Q2 24
$-20.0M
$68.5M
FCF Margin
ORN
ORN
WLFC
WLFC
Q1 26
Q4 25
0.2%
34.2%
Q3 25
6.2%
31.5%
Q2 25
-6.2%
48.4%
Q1 25
-6.6%
21.3%
Q4 24
4.6%
36.1%
Q3 24
14.7%
58.6%
Q2 24
-10.4%
45.3%
Capex Intensity
ORN
ORN
WLFC
WLFC
Q1 26
Q4 25
5.7%
4.1%
Q3 25
4.2%
3.3%
Q2 25
3.5%
4.9%
Q1 25
4.8%
4.7%
Q4 24
1.6%
8.4%
Q3 24
1.8%
0.7%
Q2 24
2.4%
0.9%
Cash Conversion
ORN
ORN
WLFC
WLFC
Q1 26
Q4 25
Q3 25
7.05×
2.63×
Q2 25
-6.61×
1.73×
Q1 25
2.43×
Q4 24
1.98×
Q3 24
8.79×
3.60×
Q2 24
1.64×

Financial Flow Comparison

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

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