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Side-by-side financial comparison of PagerDuty, Inc. (PD) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $103.6M, roughly 1.2× TACTILE SYSTEMS TECHNOLOGY INC). PagerDuty, Inc. runs the higher net margin — 129.7% vs 10.3%, a 119.5% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $16.8M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
PD vs TCMD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $103.6M |
| Net Profit | $161.6M | $10.6M |
| Gross Margin | 85.3% | 78.2% |
| Operating Margin | 6.5% | 18.1% |
| Net Margin | 129.7% | 10.3% |
| Revenue YoY | 4.7% | 21.0% |
| Net Profit YoY | 2827.7% | 9.4% |
| EPS (diluted) | $1.69 | $0.45 |
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 | $103.6M | ||
| Q3 25 | $123.4M | $85.8M | ||
| Q2 25 | $119.8M | $78.9M | ||
| Q1 25 | $121.4M | $61.3M | ||
| Q4 24 | $118.9M | $85.6M | ||
| Q3 24 | $115.9M | $73.1M | ||
| Q2 24 | $111.2M | $73.2M | ||
| Q1 24 | $111.1M | $61.1M |
| Q4 25 | $161.6M | $10.6M | ||
| Q3 25 | $9.6M | $8.2M | ||
| Q2 25 | $-7.2M | $3.2M | ||
| Q1 25 | $-8.8M | $-3.0M | ||
| Q4 24 | $-5.9M | $9.7M | ||
| Q3 24 | $-10.9M | $5.2M | ||
| Q2 24 | $-17.1M | $4.3M | ||
| Q1 24 | $-28.2M | $-2.2M |
| Q4 25 | 85.3% | 78.2% | ||
| Q3 25 | 84.6% | 75.8% | ||
| Q2 25 | 84.0% | 74.5% | ||
| Q1 25 | 83.6% | 74.0% | ||
| Q4 24 | 83.0% | 75.2% | ||
| Q3 24 | 82.7% | 75.0% | ||
| Q2 24 | 82.6% | 73.9% | ||
| Q1 24 | 81.7% | 71.1% |
| Q4 25 | 6.5% | 18.1% | ||
| Q3 25 | 2.9% | 12.8% | ||
| Q2 25 | -8.6% | 5.2% | ||
| Q1 25 | -9.6% | -7.4% | ||
| Q4 24 | -8.7% | 14.6% | ||
| Q3 24 | -13.8% | 9.3% | ||
| Q2 24 | -19.5% | 8.0% | ||
| Q1 24 | -30.1% | -4.9% |
| Q4 25 | 129.7% | 10.3% | ||
| Q3 25 | 7.8% | 9.6% | ||
| Q2 25 | -6.0% | 4.1% | ||
| Q1 25 | -7.2% | -4.9% | ||
| Q4 24 | -5.0% | 11.4% | ||
| Q3 24 | -9.4% | 7.1% | ||
| Q2 24 | -15.4% | 5.9% | ||
| Q1 24 | -25.3% | -3.6% |
| Q4 25 | $1.69 | $0.45 | ||
| Q3 25 | $0.10 | $0.36 | ||
| Q2 25 | $-0.07 | $0.14 | ||
| Q1 25 | $-0.12 | $-0.13 | ||
| Q4 24 | $-0.07 | $0.40 | ||
| Q3 24 | $-0.14 | $0.21 | ||
| Q2 24 | $-0.26 | $0.18 | ||
| Q1 24 | $-0.34 | $-0.09 |
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 | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $320.5M | $218.9M |
| Total Assets | $1.0B | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $83.4M | ||
| Q3 25 | $567.9M | $66.0M | ||
| Q2 25 | $597.1M | $81.5M | ||
| Q1 25 | $570.8M | $83.6M | ||
| Q4 24 | $542.2M | $94.4M | ||
| Q3 24 | $599.3M | $82.1M | ||
| Q2 24 | $592.8M | $73.6M | ||
| Q1 24 | $571.2M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | $489.5M | $28.5M |
| Q4 25 | $320.5M | $218.9M | ||
| Q3 25 | $180.7M | $204.9M | ||
| Q2 25 | $145.7M | $194.9M | ||
| Q1 25 | $129.8M | $205.6M | ||
| Q4 24 | $111.6M | $216.6M | ||
| Q3 24 | $164.7M | $207.9M | ||
| Q2 24 | $174.0M | $200.7M | ||
| Q1 24 | $171.6M | $193.5M |
| Q4 25 | $1.0B | $273.9M | ||
| Q3 25 | $891.5M | $259.2M | ||
| Q2 25 | $926.8M | $273.0M | ||
| Q1 25 | $927.3M | $280.2M | ||
| Q4 24 | $866.8M | $297.9M | ||
| Q3 24 | $916.0M | $287.7M | ||
| Q2 24 | $924.0M | $278.8M | ||
| Q1 24 | $925.3M | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | 2.85× | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | $24.1M | $16.8M |
| FCF MarginFCF / Revenue | 19.3% | 16.2% |
| Capex IntensityCapex / Revenue | 0.6% | 0.5% |
| Cash ConversionOCF / Net Profit | 0.15× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $17.3M | ||
| Q3 25 | $34.0M | $10.3M | ||
| Q2 25 | $30.7M | $14.8M | ||
| Q1 25 | $31.4M | $417.0K | ||
| Q4 24 | $22.1M | $16.3M | ||
| Q3 24 | $35.8M | $10.3M | ||
| Q2 24 | $28.6M | $13.1M | ||
| Q1 24 | $22.2M | $924.0K |
| Q4 25 | $24.1M | $16.8M | ||
| Q3 25 | $33.1M | $9.2M | ||
| Q2 25 | $30.2M | $14.4M | ||
| Q1 25 | $30.3M | $38.0K | ||
| Q4 24 | $21.5M | $15.9M | ||
| Q3 24 | $35.1M | $9.3M | ||
| Q2 24 | $28.2M | $12.6M | ||
| Q1 24 | $21.2M | $442.0K |
| Q4 25 | 19.3% | 16.2% | ||
| Q3 25 | 26.8% | 10.8% | ||
| Q2 25 | 25.2% | 18.2% | ||
| Q1 25 | 24.9% | 0.1% | ||
| Q4 24 | 18.1% | 18.5% | ||
| Q3 24 | 30.3% | 12.7% | ||
| Q2 24 | 25.4% | 17.3% | ||
| Q1 24 | 19.1% | 0.7% |
| Q4 25 | 0.6% | 0.5% | ||
| Q3 25 | 0.7% | 1.3% | ||
| Q2 25 | 0.4% | 0.5% | ||
| Q1 25 | 0.9% | 0.6% | ||
| Q4 24 | 0.5% | 0.5% | ||
| Q3 24 | 0.5% | 1.3% | ||
| Q2 24 | 0.4% | 0.7% | ||
| Q1 24 | 0.9% | 0.8% |
| Q4 25 | 0.15× | 1.63× | ||
| Q3 25 | 3.55× | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| 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% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
