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Side-by-side financial comparison of PHOTRONICS INC (PLAB) and Soho House & Co Inc. (SHCO). Click either name above to swap in a different company.
Soho House & Co Inc. is the larger business by last-quarter revenue ($370.8M vs $210.4M, roughly 1.8× PHOTRONICS INC). PHOTRONICS INC runs the higher net margin — 10.9% vs -5.0%, a 15.9% gap on every dollar of revenue. On growth, Soho House & Co Inc. posted the faster year-over-year revenue change (11.2% vs -5.5%). PHOTRONICS INC produced more free cash flow last quarter ($25.2M vs $3.5M). Over the past eight quarters, Soho House & Co Inc.'s revenue compounded faster (13.5% CAGR vs -3.8%).
Photronics, Inc. is an American semiconductor photomask manufacturer. It was the third largest photomask supplier globally as of 2009. Photronics is a member of the eBeam Initiative.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
PLAB vs SHCO — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $210.4M | $370.8M |
| Net Profit | $22.9M | $-18.7M |
| Gross Margin | 33.7% | — |
| Operating Margin | 22.9% | -1.6% |
| Net Margin | 10.9% | -5.0% |
| Revenue YoY | -5.5% | 11.2% |
| Net Profit YoY | -32.4% | -10790.3% |
| EPS (diluted) | $0.39 | $-0.10 |
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.
| Q3 25 | $210.4M | $370.8M | ||
| Q2 25 | $211.0M | $329.8M | ||
| Q1 25 | $212.1M | $282.9M | ||
| Q4 24 | $222.6M | $305.6M | ||
| Q3 24 | $211.0M | $333.4M | ||
| Q2 24 | $217.0M | $302.9M | ||
| Q1 24 | $216.3M | $261.9M | ||
| Q4 23 | $227.5M | $287.6M |
| Q3 25 | $22.9M | $-18.7M | ||
| Q2 25 | $8.9M | $24.9M | ||
| Q1 25 | $42.9M | $8.2M | ||
| Q4 24 | $33.9M | $-91.7M | ||
| Q3 24 | $34.4M | $175.0K | ||
| Q2 24 | $36.3M | $-29.9M | ||
| Q1 24 | $26.2M | $-41.6M | ||
| Q4 23 | $44.6M | $-62.6M |
| Q3 25 | 33.7% | — | ||
| Q2 25 | 36.9% | — | ||
| Q1 25 | 35.6% | — | ||
| Q4 24 | 37.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 36.5% | — | ||
| Q1 24 | 36.6% | — | ||
| Q4 23 | 37.3% | — |
| Q3 25 | 22.9% | -1.6% | ||
| Q2 25 | 26.4% | 18.1% | ||
| Q1 25 | 24.6% | 12.3% | ||
| Q4 24 | 25.1% | -23.1% | ||
| Q3 24 | 24.7% | 11.4% | ||
| Q2 24 | 25.8% | -4.3% | ||
| Q1 24 | 26.6% | -9.3% | ||
| Q4 23 | 28.5% | -10.0% |
| Q3 25 | 10.9% | -5.0% | ||
| Q2 25 | 4.2% | 7.5% | ||
| Q1 25 | 20.2% | 2.9% | ||
| Q4 24 | 15.2% | -30.0% | ||
| Q3 24 | 16.3% | 0.1% | ||
| Q2 24 | 16.7% | -9.9% | ||
| Q1 24 | 12.1% | -15.9% | ||
| Q4 23 | 19.6% | -21.8% |
| Q3 25 | $0.39 | $-0.10 | ||
| Q2 25 | $0.15 | $0.13 | ||
| Q1 25 | $0.68 | $0.04 | ||
| Q4 24 | $0.54 | $-0.48 | ||
| Q3 24 | $0.55 | $0.00 | ||
| Q2 24 | $0.58 | $-0.15 | ||
| Q1 24 | $0.42 | $-0.21 | ||
| Q4 23 | $0.71 | $-0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $575.8M | $142.5M |
| Total DebtLower is stronger | $16.0K | $735.8M |
| Stockholders' EquityBook value | $1.1B | $-351.6M |
| Total Assets | $1.8B | $2.7B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q3 25 | $575.8M | $142.5M | ||
| Q2 25 | $558.4M | $150.3M | ||
| Q1 25 | $642.2M | $150.1M | ||
| Q4 24 | $640.7M | $152.7M | ||
| Q3 24 | $606.4M | $142.8M | ||
| Q2 24 | $559.9M | $148.5M | ||
| Q1 24 | $521.5M | $139.8M | ||
| Q4 23 | $512.2M | $159.2M |
| Q3 25 | $16.0K | $735.8M | ||
| Q2 25 | $19.0K | $729.8M | ||
| Q1 25 | $21.0K | $705.1M | ||
| Q4 24 | $25.0K | $691.5M | ||
| Q3 24 | $28.0K | $694.8M | ||
| Q2 24 | $2.5M | $682.1M | ||
| Q1 24 | $2.7M | $671.7M | ||
| Q4 23 | $18.0M | $664.9M |
| Q3 25 | $1.1B | $-351.6M | ||
| Q2 25 | $1.1B | $-348.6M | ||
| Q1 25 | $1.1B | $-340.1M | ||
| Q4 24 | $1.1B | $-335.1M | ||
| Q3 24 | $1.1B | $-279.4M | ||
| Q2 24 | $1.0B | $-231.7M | ||
| Q1 24 | $1.0B | $-193.0M | ||
| Q4 23 | $975.0M | $-174.9M |
| Q3 25 | $1.8B | $2.7B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | $1.7B | $2.5B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.6B | $2.6B | ||
| Q1 24 | $1.6B | $2.5B | ||
| Q4 23 | $1.5B | $2.5B |
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — | ||
| Q4 23 | 0.02× | — |
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 | $50.1M | $34.9M |
| Free Cash FlowOCF − Capex | $25.2M | $3.5M |
| FCF MarginFCF / Revenue | 12.0% | 0.9% |
| Capex IntensityCapex / Revenue | 11.8% | 8.5% |
| Cash ConversionOCF / Net Profit | 2.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.5M | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q3 25 | $50.1M | $34.9M | ||
| Q2 25 | $31.5M | $41.0M | ||
| Q1 25 | $78.5M | $22.8M | ||
| Q4 24 | $68.4M | $26.9M | ||
| Q3 24 | $75.1M | $20.6M | ||
| Q2 24 | $76.5M | $36.0M | ||
| Q1 24 | $41.5M | $6.2M | ||
| Q4 23 | $106.6M | $18.3M |
| Q3 25 | $25.2M | $3.5M | ||
| Q2 25 | $-29.1M | $12.4M | ||
| Q1 25 | $43.3M | $7.5M | ||
| Q4 24 | $25.2M | $18.5M | ||
| Q3 24 | $50.7M | $10.3M | ||
| Q2 24 | $56.5M | $10.2M | ||
| Q1 24 | $-1.8M | $-13.5M | ||
| Q4 23 | $54.1M | $2.0M |
| Q3 25 | 12.0% | 0.9% | ||
| Q2 25 | -13.8% | 3.8% | ||
| Q1 25 | 20.4% | 2.7% | ||
| Q4 24 | 11.3% | 6.1% | ||
| Q3 24 | 24.0% | 3.1% | ||
| Q2 24 | 26.0% | 3.4% | ||
| Q1 24 | -0.8% | -5.2% | ||
| Q4 23 | 23.8% | 0.7% |
| Q3 25 | 11.8% | 8.5% | ||
| Q2 25 | 28.7% | 8.7% | ||
| Q1 25 | 16.6% | 5.4% | ||
| Q4 24 | 19.4% | 2.7% | ||
| Q3 24 | 11.6% | 3.1% | ||
| Q2 24 | 9.2% | 8.5% | ||
| Q1 24 | 20.0% | 7.5% | ||
| Q4 23 | 23.1% | 5.7% |
| Q3 25 | 2.19× | — | ||
| Q2 25 | 3.55× | 1.65× | ||
| Q1 25 | 1.83× | 2.79× | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | 2.18× | 117.70× | ||
| Q2 24 | 2.11× | — | ||
| Q1 24 | 1.59× | — | ||
| Q4 23 | 2.39× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
SHCO
| Membership | $122.7M | 33% |
| Other | $122.0M | 33% |
| Membership Revenue | $58.5M | 16% |
| Other Revenue | $28.5M | 8% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $24.8M | 7% |
| Elimination Of Equity Accounted Revenue | $13.4M | 4% |
| Related Party | $2.0M | 1% |
| Soho House | $1.0M | 0% |
