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Side-by-side financial comparison of DOUGLAS DYNAMICS, INC (PLOW) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $184.5M, roughly 1.8× DOUGLAS DYNAMICS, INC). DOUGLAS DYNAMICS, INC runs the higher net margin — 7.0% vs -39.4%, a 46.4% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 28.6%). DOUGLAS DYNAMICS, INC produced more free cash flow last quarter ($92.8M vs $43.3M). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs 28.1%).
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
PLOW vs SEDG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $184.5M | $335.4M |
| Net Profit | $12.8M | $-132.1M |
| Gross Margin | 26.1% | 22.2% |
| Operating Margin | 10.5% | -14.4% |
| Net Margin | 7.0% | -39.4% |
| Revenue YoY | 28.6% | 70.9% |
| Net Profit YoY | 62.3% | 54.0% |
| EPS (diluted) | $0.54 | $-2.21 |
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 | $184.5M | $335.4M | ||
| Q3 25 | $162.1M | $340.2M | ||
| Q2 25 | $194.3M | $289.4M | ||
| Q1 25 | $115.1M | $219.5M | ||
| Q4 24 | $143.5M | $196.2M | ||
| Q3 24 | $129.4M | $235.4M | ||
| Q2 24 | $199.9M | $265.4M | ||
| Q1 24 | $95.7M | $204.4M |
| Q4 25 | $12.8M | $-132.1M | ||
| Q3 25 | $8.0M | $-50.1M | ||
| Q2 25 | $26.0M | $-124.7M | ||
| Q1 25 | $148.0K | $-98.5M | ||
| Q4 24 | $7.9M | $-287.4M | ||
| Q3 24 | $32.3M | $-1.2B | ||
| Q2 24 | $24.3M | $-130.8M | ||
| Q1 24 | $-8.4M | $-157.3M |
| Q4 25 | 26.1% | 22.2% | ||
| Q3 25 | 23.5% | 21.2% | ||
| Q2 25 | 31.0% | 11.1% | ||
| Q1 25 | 24.5% | 8.0% | ||
| Q4 24 | 24.9% | -57.2% | ||
| Q3 24 | 23.9% | -309.1% | ||
| Q2 24 | 30.7% | -4.1% | ||
| Q1 24 | 19.8% | -12.8% |
| Q4 25 | 10.5% | -14.4% | ||
| Q3 25 | 8.7% | -10.3% | ||
| Q2 25 | 19.0% | -39.9% | ||
| Q1 25 | 2.8% | -46.8% | ||
| Q4 24 | 9.0% | -134.4% | ||
| Q3 24 | 35.4% | -471.8% | ||
| Q2 24 | 18.2% | -60.4% | ||
| Q1 24 | -6.7% | -85.0% |
| Q4 25 | 7.0% | -39.4% | ||
| Q3 25 | 4.9% | -14.7% | ||
| Q2 25 | 13.4% | -43.1% | ||
| Q1 25 | 0.1% | -44.9% | ||
| Q4 24 | 5.5% | -146.5% | ||
| Q3 24 | 24.9% | -522.8% | ||
| Q2 24 | 12.2% | -49.3% | ||
| Q1 24 | -8.7% | -77.0% |
| Q4 25 | $0.54 | $-2.21 | ||
| Q3 25 | $0.33 | $-0.84 | ||
| Q2 25 | $1.09 | $-2.13 | ||
| Q1 25 | $0.00 | $-1.70 | ||
| Q4 24 | $0.35 | $-5.00 | ||
| Q3 24 | $1.36 | $-21.58 | ||
| Q2 24 | $1.02 | $-2.31 | ||
| Q1 24 | $-0.37 | $-2.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $493.2M |
| Total DebtLower is stronger | $144.0M | — |
| Stockholders' EquityBook value | $281.4M | $427.5M |
| Total Assets | $626.7M | $2.2B |
| Debt / EquityLower = less leverage | 0.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $493.2M | ||
| Q3 25 | — | $498.6M | ||
| Q2 25 | — | $758.0M | ||
| Q1 25 | — | $651.6M | ||
| Q4 24 | — | $585.9M | ||
| Q3 24 | — | $678.8M | ||
| Q2 24 | — | $689.8M | ||
| Q1 24 | — | $680.6M |
| Q4 25 | $144.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $147.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $281.4M | $427.5M | ||
| Q3 25 | $275.3M | $479.8M | ||
| Q2 25 | $273.3M | $513.2M | ||
| Q1 25 | $258.9M | $594.2M | ||
| Q4 24 | $264.2M | $658.3M | ||
| Q3 24 | $260.8M | $930.9M | ||
| Q2 24 | $236.7M | $2.1B | ||
| Q1 24 | $217.2M | $2.2B |
| Q4 25 | $626.7M | $2.2B | ||
| Q3 25 | $694.9M | $2.2B | ||
| Q2 25 | $671.5M | $2.5B | ||
| Q1 25 | $621.0M | $2.5B | ||
| Q4 24 | $590.0M | $2.6B | ||
| Q3 24 | $665.6M | $2.8B | ||
| Q2 24 | $617.0M | $3.9B | ||
| Q1 24 | $577.1M | $4.2B |
| Q4 25 | 0.51× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $95.9M | $52.6M |
| Free Cash FlowOCF − Capex | $92.8M | $43.3M |
| FCF MarginFCF / Revenue | 50.3% | 12.9% |
| Capex IntensityCapex / Revenue | 1.7% | 2.8% |
| Cash ConversionOCF / Net Profit | 7.47× | — |
| TTM Free Cash FlowTrailing 4 quarters | $63.6M | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.9M | $52.6M | ||
| Q3 25 | $-8.5M | $25.6M | ||
| Q2 25 | $-11.4M | $-7.8M | ||
| Q1 25 | $-1.3M | $33.8M | ||
| Q4 24 | $74.4M | $37.8M | ||
| Q3 24 | $-14.2M | $-89.3M | ||
| Q2 24 | $2.5M | $-44.8M | ||
| Q1 24 | $-21.6M | $-217.0M |
| Q4 25 | $92.8M | $43.3M | ||
| Q3 25 | $-11.4M | $22.8M | ||
| Q2 25 | $-14.3M | $-9.1M | ||
| Q1 25 | $-3.5M | $23.7M | ||
| Q4 24 | $70.2M | $25.5M | ||
| Q3 24 | $-15.2M | $-136.7M | ||
| Q2 24 | $836.0K | $-67.0M | ||
| Q1 24 | $-22.4M | $-243.4M |
| Q4 25 | 50.3% | 12.9% | ||
| Q3 25 | -7.1% | 6.7% | ||
| Q2 25 | -7.4% | -3.1% | ||
| Q1 25 | -3.0% | 10.8% | ||
| Q4 24 | 48.9% | 13.0% | ||
| Q3 24 | -11.8% | -58.1% | ||
| Q2 24 | 0.4% | -25.2% | ||
| Q1 24 | -23.4% | -119.1% |
| Q4 25 | 1.7% | 2.8% | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 1.5% | 0.4% | ||
| Q1 25 | 1.9% | 4.6% | ||
| Q4 24 | 2.9% | 6.2% | ||
| Q3 24 | 0.8% | 20.1% | ||
| Q2 24 | 0.8% | 8.4% | ||
| Q1 24 | 0.8% | 12.9% |
| Q4 25 | 7.47× | — | ||
| Q3 25 | -1.07× | — | ||
| Q2 25 | -0.44× | — | ||
| Q1 25 | -9.03× | — | ||
| Q4 24 | 9.41× | — | ||
| Q3 24 | -0.44× | — | ||
| Q2 24 | 0.10× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
