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Side-by-side financial comparison of PELOTON INTERACTIVE, INC. (PTON) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
PELOTON INTERACTIVE, INC. is the larger business by last-quarter revenue ($656.5M vs $588.0M, roughly 1.1× Simpson Manufacturing Co., Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs -5.9%, a 20.9% gap on every dollar of revenue. On growth, Simpson Manufacturing Co., Inc. posted the faster year-over-year revenue change (9.1% vs -2.6%).
Peloton Interactive, Inc. is an American exercise equipment and media company based in New York City. The company's products include stationary bicycles, treadmills, and indoor rowers equipped with Internet-connected touch screens that stream live and on-demand fitness classes through a subscription service. The equipment includes built-in sensors that track metrics such as power output, providing users with real-time feedback on their performance and leaderboard rankings to compete with othe...
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
PTON vs SSD — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $656.5M | $588.0M |
| Net Profit | $-38.8M | $88.2M |
| Gross Margin | 50.5% | 45.2% |
| Operating Margin | -2.2% | 19.5% |
| Net Margin | -5.9% | 15.0% |
| Revenue YoY | -2.6% | 9.1% |
| Net Profit YoY | 57.8% | 13.3% |
| EPS (diluted) | $-0.09 | $2.13 |
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 | — | $588.0M | ||
| Q4 25 | $656.5M | $539.3M | ||
| Q3 25 | $550.8M | $623.5M | ||
| Q2 25 | — | $631.1M | ||
| Q1 25 | — | $538.9M | ||
| Q4 24 | — | $517.4M | ||
| Q3 24 | — | $587.2M | ||
| Q2 24 | — | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $-38.8M | $56.2M | ||
| Q3 25 | $13.9M | $107.4M | ||
| Q2 25 | — | $103.5M | ||
| Q1 25 | — | $77.9M | ||
| Q4 24 | — | $55.4M | ||
| Q3 24 | — | $93.5M | ||
| Q2 24 | — | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 50.5% | 43.4% | ||
| Q3 25 | 51.5% | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | -2.2% | 13.9% | ||
| Q3 25 | 7.5% | 22.6% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | — | 21.3% | ||
| Q2 24 | — | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | -5.9% | 10.4% | ||
| Q3 25 | 2.5% | 17.2% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | — | 14.5% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | — | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $-0.09 | $1.34 | ||
| Q3 25 | $0.03 | $2.58 | ||
| Q2 25 | — | $2.47 | ||
| Q1 25 | — | $1.85 | ||
| Q4 24 | — | $1.31 | ||
| Q3 24 | — | $2.21 | ||
| Q2 24 | — | $2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $341.0M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $-326.7M | $2.1B |
| Total Assets | $2.2B | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | $1.2B | $384.1M | ||
| Q3 25 | $1.1B | $297.3M | ||
| Q2 25 | — | $190.4M | ||
| Q1 25 | — | $150.3M | ||
| Q4 24 | — | $239.4M | ||
| Q3 24 | — | $339.4M | ||
| Q2 24 | — | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $300.0M | ||
| Q3 25 | $1.5B | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $-326.7M | $2.0B | ||
| Q3 25 | $-347.0M | $2.0B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.2B | $3.1B | ||
| Q3 25 | $2.2B | $3.0B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | $71.9M | — |
| Free Cash FlowOCF − Capex | $71.0M | — |
| FCF MarginFCF / Revenue | 10.8% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $71.9M | $155.7M | ||
| Q3 25 | $71.9M | $170.2M | ||
| Q2 25 | — | $125.2M | ||
| Q1 25 | — | $7.6M | ||
| Q4 24 | — | $115.8M | ||
| Q3 24 | — | $103.3M | ||
| Q2 24 | — | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $71.0M | $119.0M | ||
| Q3 25 | $67.4M | $133.9M | ||
| Q2 25 | — | $87.3M | ||
| Q1 25 | — | $-42.6M | ||
| Q4 24 | — | $60.3M | ||
| Q3 24 | — | $58.1M | ||
| Q2 24 | — | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 22.1% | ||
| Q3 25 | 12.2% | 21.5% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | — | -7.9% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 6.8% | ||
| Q3 25 | 0.8% | 5.8% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | 5.17× | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PTON
| Subscription And Circulation | $412.6M | 63% |
| Connected Fitness Products Segment | $243.9M | 37% |
| Product Warranty | $4.0M | 1% |
SSD
Segment breakdown not available.
