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Side-by-side financial comparison of Palomar Holdings, Inc. (PLMR) and TRIMAS CORP (TRS). Click either name above to swap in a different company.
TRIMAS CORP is the larger business by last-quarter revenue ($256.5M vs $253.4M, roughly 1.0× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 3.8%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $36.8M). 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.
Trimas Corp is a diversified industrial manufacturing enterprise that designs, produces and distributes a wide portfolio of engineered products, including specialized fasteners, aerospace components, custom packaging solutions, and consumer & industrial hardware. It primarily serves aerospace, automotive, construction, consumer goods and industrial sectors, with core operations across North America and selected global markets.
PLMR vs TRS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $253.4M | $256.5M |
| Net Profit | — | $81.7M |
| Gross Margin | — | 12.8% |
| Operating Margin | 28.7% | 5.7% |
| Net Margin | — | 31.9% |
| Revenue YoY | 62.7% | 3.8% |
| Net Profit YoY | — | 236.9% |
| EPS (diluted) | $2.05 | $2.03 |
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 | — | $256.5M | ||
| Q4 25 | $253.4M | $-140.0M | ||
| Q3 25 | $244.7M | $269.3M | ||
| Q2 25 | $203.3M | $274.8M | ||
| Q1 25 | $174.6M | $241.7M | ||
| Q4 24 | $155.8M | $-66.2M | ||
| Q3 24 | $148.5M | $229.4M | ||
| Q2 24 | $131.1M | $240.5M |
| Q1 26 | — | $81.7M | ||
| Q4 25 | — | $81.7M | ||
| Q3 25 | $51.5M | $9.3M | ||
| Q2 25 | $46.5M | $16.7M | ||
| Q1 25 | $42.9M | $12.4M | ||
| Q4 24 | — | $5.6M | ||
| Q3 24 | $30.5M | $2.5M | ||
| Q2 24 | $25.7M | $10.9M |
| Q1 26 | — | 12.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 15.4% | ||
| Q2 24 | — | 14.4% |
| Q1 26 | — | 5.7% | ||
| Q4 25 | 28.7% | — | ||
| Q3 25 | 27.4% | 6.2% | ||
| Q2 25 | 29.5% | 9.9% | ||
| Q1 25 | 30.8% | 9.0% | ||
| Q4 24 | 28.9% | — | ||
| Q3 24 | 25.9% | 3.6% | ||
| Q2 24 | 25.5% | 7.4% |
| Q1 26 | — | 31.9% | ||
| Q4 25 | — | -58.4% | ||
| Q3 25 | 21.0% | 3.5% | ||
| Q2 25 | 22.9% | 6.1% | ||
| Q1 25 | 24.6% | 5.1% | ||
| Q4 24 | — | -8.5% | ||
| Q3 24 | 20.5% | 1.1% | ||
| Q2 24 | 19.6% | 4.5% |
| Q1 26 | — | $2.03 | ||
| Q4 25 | $2.05 | $2.01 | ||
| Q3 25 | $1.87 | $0.23 | ||
| Q2 25 | $1.68 | $0.41 | ||
| Q1 25 | $1.57 | $0.30 | ||
| Q4 24 | $1.29 | $0.14 | ||
| Q3 24 | $1.15 | $0.06 | ||
| Q2 24 | $1.00 | $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 | $106.9M | $30.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $942.7M | $705.6M |
| Total Assets | $3.1B | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $30.0M | ||
| Q4 25 | $106.9M | $30.0M | ||
| Q3 25 | $111.7M | $33.6M | ||
| Q2 25 | $81.3M | $30.3M | ||
| Q1 25 | $119.3M | $32.7M | ||
| Q4 24 | $80.4M | $23.1M | ||
| Q3 24 | $86.5M | $26.9M | ||
| Q2 24 | $47.8M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $469.2M | ||
| Q3 25 | — | $407.1M | ||
| Q2 25 | — | $424.5M | ||
| Q1 25 | — | $434.2M | ||
| Q4 24 | — | $398.1M | ||
| Q3 24 | — | $409.9M | ||
| Q2 24 | — | $427.4M |
| Q1 26 | — | $705.6M | ||
| Q4 25 | $942.7M | $705.6M | ||
| Q3 25 | $878.1M | $725.0M | ||
| Q2 25 | $847.2M | $715.3M | ||
| Q1 25 | $790.4M | $686.6M | ||
| Q4 24 | $729.0M | $667.3M | ||
| Q3 24 | $703.3M | $682.8M | ||
| Q2 24 | $532.6M | $675.9M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $3.1B | $1.5B | ||
| Q3 25 | $2.9B | $1.4B | ||
| Q2 25 | $2.8B | $1.4B | ||
| Q1 25 | $2.4B | $1.4B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.3B | $1.4B | ||
| Q2 24 | $2.0B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.63× |
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 | $117.5M |
| Free Cash FlowOCF − Capex | $409.0M | $36.8M |
| FCF MarginFCF / Revenue | 161.4% | 14.4% |
| Capex IntensityCapex / Revenue | 0.1% | 18.9% |
| Cash ConversionOCF / Net Profit | — | 1.44× |
| TTM Free Cash FlowTrailing 4 quarters | $700.6M | $109.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $117.5M | ||
| Q4 25 | $409.1M | $41.5M | ||
| Q3 25 | $83.6M | $36.5M | ||
| Q2 25 | $120.9M | $30.3M | ||
| Q1 25 | $87.2M | $9.2M | ||
| Q4 24 | $261.2M | $27.1M | ||
| Q3 24 | $100.3M | $22.0M | ||
| Q2 24 | $55.1M | $18.4M |
| Q1 26 | — | $36.8M | ||
| Q4 25 | $409.0M | $36.8M | ||
| Q3 25 | $83.6M | $22.8M | ||
| Q2 25 | $120.8M | $13.2M | ||
| Q1 25 | $87.1M | $-3.8M | ||
| Q4 24 | $260.9M | $12.1M | ||
| Q3 24 | $100.1M | $10.2M | ||
| Q2 24 | — | $7.5M |
| Q1 26 | — | 14.4% | ||
| Q4 25 | 161.4% | -26.3% | ||
| Q3 25 | 34.2% | 8.5% | ||
| Q2 25 | 59.4% | 4.8% | ||
| Q1 25 | 49.9% | -1.6% | ||
| Q4 24 | 167.5% | -18.3% | ||
| Q3 24 | 67.4% | 4.4% | ||
| Q2 24 | — | 3.1% |
| Q1 26 | — | 18.9% | ||
| Q4 25 | 0.1% | -3.4% | ||
| Q3 25 | 0.0% | 5.1% | ||
| Q2 25 | 0.0% | 6.2% | ||
| Q1 25 | 0.0% | 5.4% | ||
| Q4 24 | 0.2% | -22.6% | ||
| Q3 24 | 0.1% | 5.2% | ||
| Q2 24 | 0.0% | 4.5% |
| Q1 26 | — | 1.44× | ||
| Q4 25 | — | 0.51× | ||
| Q3 25 | 1.63× | 3.92× | ||
| Q2 25 | 2.60× | 1.81× | ||
| Q1 25 | 2.03× | 0.74× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 3.29× | 8.71× | ||
| Q2 24 | 2.14× | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
