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Side-by-side financial comparison of ROGERS CORP (ROG) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $103.6M, roughly 1.9× TACTILE SYSTEMS TECHNOLOGY INC). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs 2.2%, a 8.0% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 5.2%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $1.1M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs -3.3%).
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
ROG vs TCMD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $200.5M | $103.6M |
| Net Profit | $4.5M | $10.6M |
| Gross Margin | 32.2% | 78.2% |
| Operating Margin | — | 18.1% |
| Net Margin | 2.2% | 10.3% |
| Revenue YoY | 5.2% | 21.0% |
| Net Profit YoY | 421.4% | 9.4% |
| EPS (diluted) | $0.25 | $0.45 |
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 | $201.5M | $103.6M | ||
| Q3 25 | $216.0M | $85.8M | ||
| Q2 25 | $202.8M | $78.9M | ||
| Q1 25 | $190.5M | $61.3M | ||
| Q4 24 | $192.2M | $85.6M | ||
| Q3 24 | $210.3M | $73.1M | ||
| Q2 24 | $214.2M | $73.2M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $4.6M | $10.6M | ||
| Q3 25 | $8.6M | $8.2M | ||
| Q2 25 | $-73.6M | $3.2M | ||
| Q1 25 | $-1.4M | $-3.0M | ||
| Q4 24 | $-500.0K | $9.7M | ||
| Q3 24 | $10.7M | $5.2M | ||
| Q2 24 | $8.1M | $4.3M |
| Q1 26 | 32.2% | — | ||
| Q4 25 | 31.5% | 78.2% | ||
| Q3 25 | 33.5% | 75.8% | ||
| Q2 25 | 31.6% | 74.5% | ||
| Q1 25 | 29.9% | 74.0% | ||
| Q4 24 | 32.1% | 75.2% | ||
| Q3 24 | 35.2% | 75.0% | ||
| Q2 24 | 34.1% | 73.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 18.1% | ||
| Q3 25 | 7.3% | 12.8% | ||
| Q2 25 | -33.3% | 5.2% | ||
| Q1 25 | -0.2% | -7.4% | ||
| Q4 24 | -6.6% | 14.6% | ||
| Q3 24 | 6.9% | 9.3% | ||
| Q2 24 | 5.3% | 8.0% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.3% | 10.3% | ||
| Q3 25 | 4.0% | 9.6% | ||
| Q2 25 | -36.3% | 4.1% | ||
| Q1 25 | -0.7% | -4.9% | ||
| Q4 24 | -0.3% | 11.4% | ||
| Q3 24 | 5.1% | 7.1% | ||
| Q2 24 | 3.8% | 5.9% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.20 | $0.45 | ||
| Q3 25 | $0.48 | $0.36 | ||
| Q2 25 | $-4.00 | $0.14 | ||
| Q1 25 | $-0.08 | $-0.13 | ||
| Q4 24 | $-0.04 | $0.40 | ||
| Q3 24 | $0.58 | $0.21 | ||
| Q2 24 | $0.44 | $0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $195.8M | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $1.2B | $218.9M |
| Total Assets | $1.4B | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $195.8M | — | ||
| Q4 25 | $197.0M | $83.4M | ||
| Q3 25 | $167.8M | $66.0M | ||
| Q2 25 | $157.2M | $81.5M | ||
| Q1 25 | $175.6M | $83.6M | ||
| Q4 24 | $159.8M | $94.4M | ||
| Q3 24 | $146.4M | $82.1M | ||
| Q2 24 | $119.9M | $73.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $218.9M | ||
| Q3 25 | $1.2B | $204.9M | ||
| Q2 25 | $1.2B | $194.9M | ||
| Q1 25 | $1.3B | $205.6M | ||
| Q4 24 | $1.3B | $216.6M | ||
| Q3 24 | $1.3B | $207.9M | ||
| Q2 24 | $1.3B | $200.7M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $273.9M | ||
| Q3 25 | $1.4B | $259.2M | ||
| Q2 25 | $1.5B | $273.0M | ||
| Q1 25 | $1.5B | $280.2M | ||
| Q4 24 | $1.5B | $297.9M | ||
| Q3 24 | $1.5B | $287.7M | ||
| Q2 24 | $1.5B | $278.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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 | $5.8M | $17.3M |
| Free Cash FlowOCF − Capex | $1.1M | $16.8M |
| FCF MarginFCF / Revenue | 0.5% | 16.2% |
| Capex IntensityCapex / Revenue | 2.3% | 0.5% |
| Cash ConversionOCF / Net Profit | 1.29× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $70.1M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $5.8M | — | ||
| Q4 25 | $46.9M | $17.3M | ||
| Q3 25 | $28.9M | $10.3M | ||
| Q2 25 | $13.7M | $14.8M | ||
| Q1 25 | $11.7M | $417.0K | ||
| Q4 24 | $33.7M | $16.3M | ||
| Q3 24 | $42.4M | $10.3M | ||
| Q2 24 | $22.9M | $13.1M |
| Q1 26 | $1.1M | — | ||
| Q4 25 | $42.2M | $16.8M | ||
| Q3 25 | $21.2M | $9.2M | ||
| Q2 25 | $5.6M | $14.4M | ||
| Q1 25 | $2.1M | $38.0K | ||
| Q4 24 | $18.3M | $15.9M | ||
| Q3 24 | $25.2M | $9.3M | ||
| Q2 24 | $8.8M | $12.6M |
| Q1 26 | 0.5% | — | ||
| Q4 25 | 20.9% | 16.2% | ||
| Q3 25 | 9.8% | 10.8% | ||
| Q2 25 | 2.8% | 18.2% | ||
| Q1 25 | 1.1% | 0.1% | ||
| Q4 24 | 9.5% | 18.5% | ||
| Q3 24 | 12.0% | 12.7% | ||
| Q2 24 | 4.1% | 17.3% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 0.5% | ||
| Q3 25 | 3.6% | 1.3% | ||
| Q2 25 | 4.0% | 0.5% | ||
| Q1 25 | 5.0% | 0.6% | ||
| Q4 24 | 8.0% | 0.5% | ||
| Q3 24 | 8.2% | 1.3% | ||
| Q2 24 | 6.6% | 0.7% |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 10.20× | 1.63× | ||
| Q3 25 | 3.36× | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | 3.96× | 1.99× | ||
| Q2 24 | 2.83× | 3.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ROG
Segment breakdown not available.
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
