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Side-by-side financial comparison of Palomar Holdings, Inc. (PLMR) and ROGERS CORP (ROG). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $200.5M, roughly 1.3× ROGERS CORP). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 5.2%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $1.1M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs -3.3%).
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
PLMR vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $253.4M | $200.5M |
| Net Profit | — | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 28.7% | — |
| Net Margin | — | 2.2% |
| Revenue YoY | 62.7% | 5.2% |
| Net Profit YoY | — | 421.4% |
| EPS (diluted) | $2.05 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $253.4M | $201.5M | ||
| Q3 25 | $244.7M | $216.0M | ||
| Q2 25 | $203.3M | $202.8M | ||
| Q1 25 | $174.6M | $190.5M | ||
| Q4 24 | $155.8M | $192.2M | ||
| Q3 24 | $148.5M | $210.3M | ||
| Q2 24 | $131.1M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $51.5M | $8.6M | ||
| Q2 25 | $46.5M | $-73.6M | ||
| Q1 25 | $42.9M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $30.5M | $10.7M | ||
| Q2 24 | $25.7M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 28.7% | 3.5% | ||
| Q3 25 | 27.4% | 7.3% | ||
| Q2 25 | 29.5% | -33.3% | ||
| Q1 25 | 30.8% | -0.2% | ||
| Q4 24 | 28.9% | -6.6% | ||
| Q3 24 | 25.9% | 6.9% | ||
| Q2 24 | 25.5% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 21.0% | 4.0% | ||
| Q2 25 | 22.9% | -36.3% | ||
| Q1 25 | 24.6% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | 20.5% | 5.1% | ||
| Q2 24 | 19.6% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $2.05 | $0.20 | ||
| Q3 25 | $1.87 | $0.48 | ||
| Q2 25 | $1.68 | $-4.00 | ||
| Q1 25 | $1.57 | $-0.08 | ||
| Q4 24 | $1.29 | $-0.04 | ||
| Q3 24 | $1.15 | $0.58 | ||
| Q2 24 | $1.00 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $106.9M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $942.7M | $1.2B |
| Total Assets | $3.1B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $106.9M | $197.0M | ||
| Q3 25 | $111.7M | $167.8M | ||
| Q2 25 | $81.3M | $157.2M | ||
| Q1 25 | $119.3M | $175.6M | ||
| Q4 24 | $80.4M | $159.8M | ||
| Q3 24 | $86.5M | $146.4M | ||
| Q2 24 | $47.8M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $942.7M | $1.2B | ||
| Q3 25 | $878.1M | $1.2B | ||
| Q2 25 | $847.2M | $1.2B | ||
| Q1 25 | $790.4M | $1.3B | ||
| Q4 24 | $729.0M | $1.3B | ||
| Q3 24 | $703.3M | $1.3B | ||
| Q2 24 | $532.6M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.1B | $1.4B | ||
| Q3 25 | $2.9B | $1.4B | ||
| Q2 25 | $2.8B | $1.5B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.3B | $1.5B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.0B | $1.5B |
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 | $409.1M | $5.8M |
| Free Cash FlowOCF − Capex | $409.0M | $1.1M |
| FCF MarginFCF / Revenue | 161.4% | 0.5% |
| Capex IntensityCapex / Revenue | 0.1% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $700.6M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $409.1M | $46.9M | ||
| Q3 25 | $83.6M | $28.9M | ||
| Q2 25 | $120.9M | $13.7M | ||
| Q1 25 | $87.2M | $11.7M | ||
| Q4 24 | $261.2M | $33.7M | ||
| Q3 24 | $100.3M | $42.4M | ||
| Q2 24 | $55.1M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $409.0M | $42.2M | ||
| Q3 25 | $83.6M | $21.2M | ||
| Q2 25 | $120.8M | $5.6M | ||
| Q1 25 | $87.1M | $2.1M | ||
| Q4 24 | $260.9M | $18.3M | ||
| Q3 24 | $100.1M | $25.2M | ||
| Q2 24 | — | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 161.4% | 20.9% | ||
| Q3 25 | 34.2% | 9.8% | ||
| Q2 25 | 59.4% | 2.8% | ||
| Q1 25 | 49.9% | 1.1% | ||
| Q4 24 | 167.5% | 9.5% | ||
| Q3 24 | 67.4% | 12.0% | ||
| Q2 24 | — | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.1% | 2.3% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.0% | 4.0% | ||
| Q1 25 | 0.0% | 5.0% | ||
| Q4 24 | 0.2% | 8.0% | ||
| Q3 24 | 0.1% | 8.2% | ||
| Q2 24 | 0.0% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 1.63× | 3.36× | ||
| Q2 25 | 2.60× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.29× | 3.96× | ||
| Q2 24 | 2.14× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
