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Side-by-side financial comparison of PagerDuty, Inc. (PD) and TWIN DISC INC (TWIN). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $90.2M, roughly 1.4× TWIN DISC INC). PagerDuty, Inc. runs the higher net margin — 129.7% vs 24.8%, a 104.9% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs 0.3%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $1.2M). Over the past eight quarters, TWIN DISC INC's revenue compounded faster (10.3% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Twin Disc, Inc. designs, manufactures, and distributes power transmission equipment for a wide range of applications, including marine, off-road vehicle, and industrial. The company was founded in 1918 to manufacture clutches for farm tractors. It is now a worldwide company with subsidiaries or sales offices in Asia, Europe, North America, Oceania, and South America.
PD vs TWIN — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $90.2M |
| Net Profit | $161.6M | $22.4M |
| Gross Margin | 85.3% | 24.8% |
| Operating Margin | 6.5% | 2.3% |
| Net Margin | 129.7% | 24.8% |
| Revenue YoY | 4.7% | 0.3% |
| Net Profit YoY | 2827.7% | 2334.3% |
| EPS (diluted) | $1.69 | $1.55 |
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 | $90.2M | ||
| Q3 25 | $123.4M | $80.0M | ||
| Q2 25 | $119.8M | $96.7M | ||
| Q1 25 | $121.4M | $81.2M | ||
| Q4 24 | $118.9M | $89.9M | ||
| Q3 24 | $115.9M | $72.9M | ||
| Q2 24 | $111.2M | $84.4M | ||
| Q1 24 | $111.1M | $74.2M |
| Q4 25 | $161.6M | $22.4M | ||
| Q3 25 | $9.6M | $-518.0K | ||
| Q2 25 | $-7.2M | $1.4M | ||
| Q1 25 | $-8.8M | $-1.5M | ||
| Q4 24 | $-5.9M | $919.0K | ||
| Q3 24 | $-10.9M | $-2.8M | ||
| Q2 24 | $-17.1M | $7.4M | ||
| Q1 24 | $-28.2M | $3.8M |
| Q4 25 | 85.3% | 24.8% | ||
| Q3 25 | 84.6% | 28.7% | ||
| Q2 25 | 84.0% | 31.0% | ||
| Q1 25 | 83.6% | 26.7% | ||
| Q4 24 | 83.0% | 24.1% | ||
| Q3 24 | 82.7% | 26.5% | ||
| Q2 24 | 82.6% | 29.7% | ||
| Q1 24 | 81.7% | 28.2% |
| Q4 25 | 6.5% | 2.3% | ||
| Q3 25 | 2.9% | 2.8% | ||
| Q2 25 | -8.6% | 5.5% | ||
| Q1 25 | -9.6% | 2.4% | ||
| Q4 24 | -8.7% | 3.1% | ||
| Q3 24 | -13.8% | -0.2% | ||
| Q2 24 | -19.5% | 5.6% | ||
| Q1 24 | -30.1% | 4.9% |
| Q4 25 | 129.7% | 24.8% | ||
| Q3 25 | 7.8% | -0.6% | ||
| Q2 25 | -6.0% | 1.5% | ||
| Q1 25 | -7.2% | -1.8% | ||
| Q4 24 | -5.0% | 1.0% | ||
| Q3 24 | -9.4% | -3.8% | ||
| Q2 24 | -15.4% | 8.8% | ||
| Q1 24 | -25.3% | 5.2% |
| Q4 25 | $1.69 | $1.55 | ||
| Q3 25 | $0.10 | $-0.04 | ||
| Q2 25 | $-0.07 | $0.10 | ||
| Q1 25 | $-0.12 | $-0.11 | ||
| Q4 24 | $-0.07 | $0.07 | ||
| Q3 24 | $-0.14 | $-0.20 | ||
| Q2 24 | $-0.26 | $0.54 | ||
| Q1 24 | $-0.34 | $0.27 |
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 | — | $44.5M |
| Stockholders' EquityBook value | $320.5M | $184.5M |
| Total Assets | $1.0B | $384.0M |
| Debt / EquityLower = less leverage | — | 0.24× |
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 | — | $44.5M | ||
| Q3 25 | — | $43.7M | ||
| Q2 25 | — | $31.4M | ||
| Q1 25 | $484.5M | $40.8M | ||
| Q4 24 | — | $24.9M | ||
| Q3 24 | — | $29.8M | ||
| Q2 24 | — | $25.8M | ||
| Q1 24 | $489.5M | $17.0M |
| Q4 25 | $320.5M | $184.5M | ||
| Q3 25 | $180.7M | $160.3M | ||
| Q2 25 | $145.7M | $164.0M | ||
| Q1 25 | $129.8M | $149.5M | ||
| Q4 24 | $111.6M | $147.0M | ||
| Q3 24 | $164.7M | $157.5M | ||
| Q2 24 | $174.0M | $154.7M | ||
| Q1 24 | $171.6M | $146.3M |
| Q4 25 | $1.0B | $384.0M | ||
| Q3 25 | $891.5M | $363.5M | ||
| Q2 25 | $926.8M | $355.6M | ||
| Q1 25 | $927.3M | $332.9M | ||
| Q4 24 | $866.8M | $307.4M | ||
| Q3 24 | $916.0M | $323.5M | ||
| Q2 24 | $924.0M | $312.1M | ||
| Q1 24 | $925.3M | $288.8M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | 3.73× | 0.27× | ||
| Q4 24 | — | 0.17× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | 2.85× | 0.12× |
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 | $4.6M |
| Free Cash FlowOCF − Capex | $24.1M | $1.2M |
| FCF MarginFCF / Revenue | 19.3% | 1.4% |
| Capex IntensityCapex / Revenue | 0.6% | 3.7% |
| Cash ConversionOCF / Net Profit | 0.15× | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $-70.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $4.6M | ||
| Q3 25 | $34.0M | $-7.5M | ||
| Q2 25 | $30.7M | $16.4M | ||
| Q1 25 | $31.4M | $3.2M | ||
| Q4 24 | $22.1M | $8.7M | ||
| Q3 24 | $35.8M | $-4.3M | ||
| Q2 24 | $28.6M | $11.4M | ||
| Q1 24 | $22.2M | $6.2M |
| Q4 25 | $24.1M | $1.2M | ||
| Q3 25 | $33.1M | $-11.0M | ||
| Q2 25 | $30.2M | $8.7M | ||
| Q1 25 | $30.3M | $906.0K | ||
| Q4 24 | $21.5M | $5.9M | ||
| Q3 24 | $35.1M | $-6.7M | ||
| Q2 24 | $28.2M | $10.3M | ||
| Q1 24 | $21.2M | $4.0M |
| Q4 25 | 19.3% | 1.4% | ||
| Q3 25 | 26.8% | -13.7% | ||
| Q2 25 | 25.2% | 9.0% | ||
| Q1 25 | 24.9% | 1.1% | ||
| Q4 24 | 18.1% | 6.5% | ||
| Q3 24 | 30.3% | -9.2% | ||
| Q2 24 | 25.4% | 12.2% | ||
| Q1 24 | 19.1% | 5.5% |
| Q4 25 | 0.6% | 3.7% | ||
| Q3 25 | 0.7% | 4.3% | ||
| Q2 25 | 0.4% | 8.0% | ||
| Q1 25 | 0.9% | 2.8% | ||
| Q4 24 | 0.5% | 3.1% | ||
| Q3 24 | 0.5% | 3.2% | ||
| Q2 24 | 0.4% | 1.3% | ||
| Q1 24 | 0.9% | 2.9% |
| Q4 25 | 0.15× | 0.20× | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | 11.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 9.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.54× | ||
| Q1 24 | — | 1.63× |
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% |
TWIN
Segment breakdown not available.
