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Side-by-side financial comparison of PagerDuty, Inc. (PD) and DOUGLAS DYNAMICS, INC (PLOW). Click either name above to swap in a different company.
DOUGLAS DYNAMICS, INC is the larger business by last-quarter revenue ($184.5M vs $124.5M, roughly 1.5× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 7.0%, a 122.8% gap on every dollar of revenue. On growth, DOUGLAS DYNAMICS, INC posted the faster year-over-year revenue change (28.6% vs 4.7%). DOUGLAS DYNAMICS, INC produced more free cash flow last quarter ($92.8M vs $24.1M). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
PD vs PLOW — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $184.5M |
| Net Profit | $161.6M | $12.8M |
| Gross Margin | 85.3% | 26.1% |
| Operating Margin | 6.5% | 10.5% |
| Net Margin | 129.7% | 7.0% |
| Revenue YoY | 4.7% | 28.6% |
| Net Profit YoY | 2827.7% | 62.3% |
| EPS (diluted) | $1.69 | $0.54 |
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 | $124.5M | $184.5M | ||
| Q3 25 | $123.4M | $162.1M | ||
| Q2 25 | $119.8M | $194.3M | ||
| Q1 25 | $121.4M | $115.1M | ||
| Q4 24 | $118.9M | $143.5M | ||
| Q3 24 | $115.9M | $129.4M | ||
| Q2 24 | $111.2M | $199.9M | ||
| Q1 24 | $111.1M | $95.7M |
| Q4 25 | $161.6M | $12.8M | ||
| Q3 25 | $9.6M | $8.0M | ||
| Q2 25 | $-7.2M | $26.0M | ||
| Q1 25 | $-8.8M | $148.0K | ||
| Q4 24 | $-5.9M | $7.9M | ||
| Q3 24 | $-10.9M | $32.3M | ||
| Q2 24 | $-17.1M | $24.3M | ||
| Q1 24 | $-28.2M | $-8.4M |
| Q4 25 | 85.3% | 26.1% | ||
| Q3 25 | 84.6% | 23.5% | ||
| Q2 25 | 84.0% | 31.0% | ||
| Q1 25 | 83.6% | 24.5% | ||
| Q4 24 | 83.0% | 24.9% | ||
| Q3 24 | 82.7% | 23.9% | ||
| Q2 24 | 82.6% | 30.7% | ||
| Q1 24 | 81.7% | 19.8% |
| Q4 25 | 6.5% | 10.5% | ||
| Q3 25 | 2.9% | 8.7% | ||
| Q2 25 | -8.6% | 19.0% | ||
| Q1 25 | -9.6% | 2.8% | ||
| Q4 24 | -8.7% | 9.0% | ||
| Q3 24 | -13.8% | 35.4% | ||
| Q2 24 | -19.5% | 18.2% | ||
| Q1 24 | -30.1% | -6.7% |
| Q4 25 | 129.7% | 7.0% | ||
| Q3 25 | 7.8% | 4.9% | ||
| Q2 25 | -6.0% | 13.4% | ||
| Q1 25 | -7.2% | 0.1% | ||
| Q4 24 | -5.0% | 5.5% | ||
| Q3 24 | -9.4% | 24.9% | ||
| Q2 24 | -15.4% | 12.2% | ||
| Q1 24 | -25.3% | -8.7% |
| Q4 25 | $1.69 | $0.54 | ||
| Q3 25 | $0.10 | $0.33 | ||
| Q2 25 | $-0.07 | $1.09 | ||
| Q1 25 | $-0.12 | $0.00 | ||
| Q4 24 | $-0.07 | $0.35 | ||
| Q3 24 | $-0.14 | $1.36 | ||
| Q2 24 | $-0.26 | $1.02 | ||
| Q1 24 | $-0.34 | $-0.37 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $547.8M | — |
| Total DebtLower is stronger | — | $144.0M |
| Stockholders' EquityBook value | $320.5M | $281.4M |
| Total Assets | $1.0B | $626.7M |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | — | ||
| Q3 25 | $567.9M | — | ||
| Q2 25 | $597.1M | — | ||
| Q1 25 | $570.8M | — | ||
| Q4 24 | $542.2M | — | ||
| Q3 24 | $599.3M | — | ||
| Q2 24 | $592.8M | — | ||
| Q1 24 | $571.2M | — |
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $281.4M | ||
| Q3 25 | $180.7M | $275.3M | ||
| Q2 25 | $145.7M | $273.3M | ||
| Q1 25 | $129.8M | $258.9M | ||
| Q4 24 | $111.6M | $264.2M | ||
| Q3 24 | $164.7M | $260.8M | ||
| Q2 24 | $174.0M | $236.7M | ||
| Q1 24 | $171.6M | $217.2M |
| Q4 25 | $1.0B | $626.7M | ||
| Q3 25 | $891.5M | $694.9M | ||
| Q2 25 | $926.8M | $671.5M | ||
| Q1 25 | $927.3M | $621.0M | ||
| Q4 24 | $866.8M | $590.0M | ||
| Q3 24 | $916.0M | $665.6M | ||
| Q2 24 | $924.0M | $617.0M | ||
| Q1 24 | $925.3M | $577.1M |
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 2.85× | — |
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 | $24.8M | $95.9M |
| Free Cash FlowOCF − Capex | $24.1M | $92.8M |
| FCF MarginFCF / Revenue | 19.3% | 50.3% |
| Capex IntensityCapex / Revenue | 0.6% | 1.7% |
| Cash ConversionOCF / Net Profit | 0.15× | 7.47× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $63.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $95.9M | ||
| Q3 25 | $34.0M | $-8.5M | ||
| Q2 25 | $30.7M | $-11.4M | ||
| Q1 25 | $31.4M | $-1.3M | ||
| Q4 24 | $22.1M | $74.4M | ||
| Q3 24 | $35.8M | $-14.2M | ||
| Q2 24 | $28.6M | $2.5M | ||
| Q1 24 | $22.2M | $-21.6M |
| Q4 25 | $24.1M | $92.8M | ||
| Q3 25 | $33.1M | $-11.4M | ||
| Q2 25 | $30.2M | $-14.3M | ||
| Q1 25 | $30.3M | $-3.5M | ||
| Q4 24 | $21.5M | $70.2M | ||
| Q3 24 | $35.1M | $-15.2M | ||
| Q2 24 | $28.2M | $836.0K | ||
| Q1 24 | $21.2M | $-22.4M |
| Q4 25 | 19.3% | 50.3% | ||
| Q3 25 | 26.8% | -7.1% | ||
| Q2 25 | 25.2% | -7.4% | ||
| Q1 25 | 24.9% | -3.0% | ||
| Q4 24 | 18.1% | 48.9% | ||
| Q3 24 | 30.3% | -11.8% | ||
| Q2 24 | 25.4% | 0.4% | ||
| Q1 24 | 19.1% | -23.4% |
| Q4 25 | 0.6% | 1.7% | ||
| Q3 25 | 0.7% | 1.8% | ||
| Q2 25 | 0.4% | 1.5% | ||
| Q1 25 | 0.9% | 1.9% | ||
| Q4 24 | 0.5% | 2.9% | ||
| Q3 24 | 0.5% | 0.8% | ||
| Q2 24 | 0.4% | 0.8% | ||
| Q1 24 | 0.9% | 0.8% |
| Q4 25 | 0.15× | 7.47× | ||
| Q3 25 | 3.55× | -1.07× | ||
| Q2 25 | — | -0.44× | ||
| Q1 25 | — | -9.03× | ||
| Q4 24 | — | 9.41× | ||
| Q3 24 | — | -0.44× | ||
| Q2 24 | — | 0.10× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
