vs
Side-by-side financial comparison of PHOTRONICS INC (PLAB) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $210.4M, roughly 1.1× PHOTRONICS INC). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 10.9%, a 16.8% gap on every dollar of revenue. On growth, STAG Industrial, Inc. posted the faster year-over-year revenue change (9.1% vs -5.5%). Over the past eight quarters, STAG Industrial, Inc.'s revenue compounded faster (8.7% 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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
PLAB vs STAG — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $210.4M | $224.2M |
| Net Profit | $22.9M | $62.0M |
| Gross Margin | 33.7% | — |
| Operating Margin | 22.9% | — |
| Net Margin | 10.9% | 27.6% |
| Revenue YoY | -5.5% | 9.1% |
| Net Profit YoY | -32.4% | — |
| EPS (diluted) | $0.39 | $0.32 |
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.
| Q1 26 | — | $224.2M | ||
| Q4 25 | — | $220.9M | ||
| Q3 25 | $210.4M | $211.1M | ||
| Q2 25 | $211.0M | $207.6M | ||
| Q1 25 | $212.1M | $205.6M | ||
| Q4 24 | $222.6M | $199.3M | ||
| Q3 24 | $211.0M | $190.7M | ||
| Q2 24 | $217.0M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | $22.9M | $48.6M | ||
| Q2 25 | $8.9M | $50.0M | ||
| Q1 25 | $42.9M | $91.4M | ||
| Q4 24 | $33.9M | $51.0M | ||
| Q3 24 | $34.4M | $41.9M | ||
| Q2 24 | $36.3M | $59.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 22.9% | — | ||
| Q2 25 | 26.4% | — | ||
| Q1 25 | 24.6% | — | ||
| Q4 24 | 25.1% | — | ||
| Q3 24 | 24.7% | — | ||
| Q2 24 | 25.8% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | — | 37.8% | ||
| Q3 25 | 10.9% | 23.0% | ||
| Q2 25 | 4.2% | 24.1% | ||
| Q1 25 | 20.2% | 44.5% | ||
| Q4 24 | 15.2% | 25.6% | ||
| Q3 24 | 16.3% | 21.9% | ||
| Q2 24 | 16.7% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | — | — | ||
| Q3 25 | $0.39 | — | ||
| Q2 25 | $0.15 | — | ||
| Q1 25 | $0.68 | — | ||
| Q4 24 | $0.54 | — | ||
| Q3 24 | $0.55 | — | ||
| Q2 24 | $0.58 | — |
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 | $8.9M |
| Total DebtLower is stronger | $16.0K | — |
| Stockholders' EquityBook value | $1.1B | $3.6B |
| Total Assets | $1.8B | $7.2B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | — | $14.9M | ||
| Q3 25 | $575.8M | $17.3M | ||
| Q2 25 | $558.4M | $15.4M | ||
| Q1 25 | $642.2M | $9.3M | ||
| Q4 24 | $640.7M | $36.3M | ||
| Q3 24 | $606.4M | $70.0M | ||
| Q2 24 | $559.9M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | $16.0K | $3.1B | ||
| Q2 25 | $19.0K | $3.0B | ||
| Q1 25 | $21.0K | $3.0B | ||
| Q4 24 | $25.0K | $3.0B | ||
| Q3 24 | $28.0K | $2.9B | ||
| Q2 24 | $2.5M | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | $1.1B | $3.4B | ||
| Q2 25 | $1.1B | $3.4B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.1B | $3.5B | ||
| Q3 24 | $1.1B | $3.3B | ||
| Q2 24 | $1.0B | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | $1.8B | $6.9B | ||
| Q2 25 | $1.7B | $6.8B | ||
| Q1 25 | $1.7B | $6.8B | ||
| Q4 24 | $1.7B | $6.8B | ||
| Q3 24 | $1.6B | $6.6B | ||
| Q2 24 | $1.6B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | 0.00× | 0.91× | ||
| Q2 25 | 0.00× | 0.88× | ||
| Q1 25 | 0.00× | 0.87× | ||
| Q4 24 | 0.00× | 0.88× | ||
| Q3 24 | 0.00× | 0.89× | ||
| Q2 24 | 0.00× | 0.84× |
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 | — |
| Free Cash FlowOCF − Capex | $25.2M | — |
| FCF MarginFCF / Revenue | 12.0% | — |
| Capex IntensityCapex / Revenue | 11.8% | 3.9% |
| Cash ConversionOCF / Net Profit | 2.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $104.5M | ||
| Q3 25 | $50.1M | $143.5M | ||
| Q2 25 | $31.5M | $111.9M | ||
| Q1 25 | $78.5M | $103.5M | ||
| Q4 24 | $68.4M | $104.9M | ||
| Q3 24 | $75.1M | $128.0M | ||
| Q2 24 | $76.5M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $43.8M | ||
| Q3 25 | $25.2M | $95.5M | ||
| Q2 25 | $-29.1M | $62.3M | ||
| Q1 25 | $43.3M | $57.2M | ||
| Q4 24 | $25.2M | $37.6M | ||
| Q3 24 | $50.7M | $86.7M | ||
| Q2 24 | $56.5M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | 12.0% | 45.2% | ||
| Q2 25 | -13.8% | 30.0% | ||
| Q1 25 | 20.4% | 27.8% | ||
| Q4 24 | 11.3% | 18.8% | ||
| Q3 24 | 24.0% | 45.5% | ||
| Q2 24 | 26.0% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 27.4% | ||
| Q3 25 | 11.8% | 22.7% | ||
| Q2 25 | 28.7% | 23.9% | ||
| Q1 25 | 16.6% | 22.5% | ||
| Q4 24 | 19.4% | 33.8% | ||
| Q3 24 | 11.6% | 21.6% | ||
| Q2 24 | 9.2% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | 2.19× | 2.95× | ||
| Q2 25 | 3.55× | 2.24× | ||
| Q1 25 | 1.83× | 1.13× | ||
| Q4 24 | 2.02× | 2.06× | ||
| Q3 24 | 2.18× | 3.06× | ||
| Q2 24 | 2.11× | 2.04× |
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% |
STAG
Segment breakdown not available.
