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Side-by-side financial comparison of PELOTON INTERACTIVE, INC. (PTON) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $656.5M, roughly 1.6× PELOTON INTERACTIVE, INC.). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs -5.9%, a 16.4% gap on every dollar of revenue. On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (6.2% 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...
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
PTON vs VMI — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $656.5M | $1.0B |
| Net Profit | $-38.8M | $108.0M |
| Gross Margin | 50.5% | 30.8% |
| Operating Margin | -2.2% | 15.1% |
| Net Margin | -5.9% | 10.5% |
| Revenue YoY | -2.6% | 6.2% |
| Net Profit YoY | 57.8% | 23.8% |
| EPS (diluted) | $-0.09 | $5.51 |
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 | — | $1.0B | ||
| Q4 25 | $656.5M | $1.0B | ||
| Q3 25 | $550.8M | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $969.3M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $-38.8M | $168.0M | ||
| Q3 25 | $13.9M | $99.0M | ||
| Q2 25 | — | $-4.0M | ||
| Q1 25 | — | $87.3M | ||
| Q4 24 | — | $77.7M | ||
| Q3 24 | — | $83.1M | ||
| Q2 24 | — | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 50.5% | 29.8% | ||
| Q3 25 | 51.5% | 30.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | -2.2% | 11.2% | ||
| Q3 25 | 7.5% | 13.5% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 13.2% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | -5.9% | 16.2% | ||
| Q3 25 | 2.5% | 9.5% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $-0.09 | $9.02 | ||
| Q3 25 | $0.03 | $4.98 | ||
| Q2 25 | — | $-1.53 | ||
| Q1 25 | — | $4.32 | ||
| Q4 24 | — | $3.85 | ||
| Q3 24 | — | $4.11 | ||
| Q2 24 | — | $4.91 |
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 | $160.2M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $-326.7M | $1.7B |
| Total Assets | $2.2B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $1.2B | $187.1M | ||
| Q3 25 | $1.1B | $226.1M | ||
| Q2 25 | — | $208.5M | ||
| Q1 25 | — | $184.4M | ||
| Q4 24 | — | $164.3M | ||
| Q3 24 | — | $200.5M | ||
| Q2 24 | — | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $795.7M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $-326.7M | $1.6B | ||
| Q3 25 | $-347.0M | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.2B | $3.4B | ||
| Q3 25 | $2.2B | $3.4B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | — | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 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 | $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 | $111.2M | ||
| Q3 25 | $71.9M | $112.5M | ||
| Q2 25 | — | $167.6M | ||
| Q1 25 | — | $65.1M | ||
| Q4 24 | — | $193.4M | ||
| Q3 24 | — | $225.1M | ||
| Q2 24 | — | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $71.0M | $70.4M | ||
| Q3 25 | $67.4M | $70.6M | ||
| Q2 25 | — | $135.6M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | — | $167.8M | ||
| Q3 24 | — | $204.6M | ||
| Q2 24 | — | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 6.8% | ||
| Q3 25 | 12.2% | 6.7% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 16.2% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 3.9% | ||
| Q3 25 | 0.8% | 4.0% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | 5.17× | 1.14× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.49× | ||
| Q3 24 | — | 2.71× | ||
| Q2 24 | — | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
