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Side-by-side financial comparison of TACTILE SYSTEMS TECHNOLOGY INC (TCMD) and Twin Hospitality Group Inc. (TWNP). Click either name above to swap in a different company.
TACTILE SYSTEMS TECHNOLOGY INC is the larger business by last-quarter revenue ($103.6M vs $82.3M, roughly 1.3× Twin Hospitality Group Inc.). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs -29.7%, a 40.0% gap on every dollar of revenue. TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-7.4M).
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.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
TCMD vs TWNP — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $103.6M | $82.3M |
| Net Profit | $10.6M | $-24.5M |
| Gross Margin | 78.2% | — |
| Operating Margin | 18.1% | -16.2% |
| Net Margin | 10.3% | -29.7% |
| Revenue YoY | 21.0% | — |
| Net Profit YoY | 9.4% | — |
| EPS (diluted) | $0.45 | $-0.43 |
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 | $103.6M | — | ||
| Q3 25 | $85.8M | $82.3M | ||
| Q2 25 | $78.9M | $87.8M | ||
| Q1 25 | $61.3M | $87.1M | ||
| Q4 24 | $85.6M | — | ||
| Q3 24 | $73.1M | — | ||
| Q2 24 | $73.2M | — | ||
| Q1 24 | $61.1M | — |
| Q4 25 | $10.6M | — | ||
| Q3 25 | $8.2M | $-24.5M | ||
| Q2 25 | $3.2M | $-20.8M | ||
| Q1 25 | $-3.0M | $-12.1M | ||
| Q4 24 | $9.7M | — | ||
| Q3 24 | $5.2M | — | ||
| Q2 24 | $4.3M | — | ||
| Q1 24 | $-2.2M | — |
| Q4 25 | 78.2% | — | ||
| Q3 25 | 75.8% | — | ||
| Q2 25 | 74.5% | — | ||
| Q1 25 | 74.0% | — | ||
| Q4 24 | 75.2% | — | ||
| Q3 24 | 75.0% | — | ||
| Q2 24 | 73.9% | — | ||
| Q1 24 | 71.1% | — |
| Q4 25 | 18.1% | — | ||
| Q3 25 | 12.8% | -16.2% | ||
| Q2 25 | 5.2% | -13.2% | ||
| Q1 25 | -7.4% | -1.2% | ||
| Q4 24 | 14.6% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | -4.9% | — |
| Q4 25 | 10.3% | — | ||
| Q3 25 | 9.6% | -29.7% | ||
| Q2 25 | 4.1% | -23.7% | ||
| Q1 25 | -4.9% | -13.9% | ||
| Q4 24 | 11.4% | — | ||
| Q3 24 | 7.1% | — | ||
| Q2 24 | 5.9% | — | ||
| Q1 24 | -3.6% | — |
| Q4 25 | $0.45 | — | ||
| Q3 25 | $0.36 | $-0.43 | ||
| Q2 25 | $0.14 | $-0.38 | ||
| Q1 25 | $-0.13 | $-0.26 | ||
| Q4 24 | $0.40 | — | ||
| Q3 24 | $0.21 | — | ||
| Q2 24 | $0.18 | — | ||
| Q1 24 | $-0.09 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $83.4M | — |
| Total DebtLower is stronger | $0 | $402.8M |
| Stockholders' EquityBook value | $218.9M | $-92.1M |
| Total Assets | $273.9M | $516.8M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $83.4M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $81.5M | — | ||
| Q1 25 | $83.6M | — | ||
| Q4 24 | $94.4M | — | ||
| Q3 24 | $82.1M | — | ||
| Q2 24 | $73.6M | — | ||
| Q1 24 | $60.7M | — |
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | $402.8M | ||
| Q2 25 | — | $411.3M | ||
| Q1 25 | — | $413.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $27.0M | — | ||
| Q2 24 | $27.8M | — | ||
| Q1 24 | $28.5M | — |
| Q4 25 | $218.9M | — | ||
| Q3 25 | $204.9M | $-92.1M | ||
| Q2 25 | $194.9M | $-78.6M | ||
| Q1 25 | $205.6M | $-101.9M | ||
| Q4 24 | $216.6M | — | ||
| Q3 24 | $207.9M | — | ||
| Q2 24 | $200.7M | — | ||
| Q1 24 | $193.5M | — |
| Q4 25 | $273.9M | — | ||
| Q3 25 | $259.2M | $516.8M | ||
| Q2 25 | $273.0M | $535.1M | ||
| Q1 25 | $280.2M | $544.2M | ||
| Q4 24 | $297.9M | — | ||
| Q3 24 | $287.7M | — | ||
| Q2 24 | $278.8M | — | ||
| Q1 24 | $272.0M | — |
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.15× | — |
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 | $17.3M | $-5.9M |
| Free Cash FlowOCF − Capex | $16.8M | $-7.4M |
| FCF MarginFCF / Revenue | 16.2% | -9.0% |
| Capex IntensityCapex / Revenue | 0.5% | 1.9% |
| Cash ConversionOCF / Net Profit | 1.63× | — |
| TTM Free Cash FlowTrailing 4 quarters | $40.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.3M | — | ||
| Q3 25 | $10.3M | $-5.9M | ||
| Q2 25 | $14.8M | $-8.8M | ||
| Q1 25 | $417.0K | $-5.7M | ||
| Q4 24 | $16.3M | — | ||
| Q3 24 | $10.3M | — | ||
| Q2 24 | $13.1M | — | ||
| Q1 24 | $924.0K | — |
| Q4 25 | $16.8M | — | ||
| Q3 25 | $9.2M | $-7.4M | ||
| Q2 25 | $14.4M | $-10.6M | ||
| Q1 25 | $38.0K | $-9.7M | ||
| Q4 24 | $15.9M | — | ||
| Q3 24 | $9.3M | — | ||
| Q2 24 | $12.6M | — | ||
| Q1 24 | $442.0K | — |
| Q4 25 | 16.2% | — | ||
| Q3 25 | 10.8% | -9.0% | ||
| Q2 25 | 18.2% | -12.1% | ||
| Q1 25 | 0.1% | -11.2% | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | 12.7% | — | ||
| Q2 24 | 17.3% | — | ||
| Q1 24 | 0.7% | — |
| Q4 25 | 0.5% | — | ||
| Q3 25 | 1.3% | 1.9% | ||
| Q2 25 | 0.5% | 2.1% | ||
| Q1 25 | 0.6% | 4.6% | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 0.8% | — |
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.26× | — | ||
| Q2 25 | 4.59× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.68× | — | ||
| Q3 24 | 1.99× | — | ||
| Q2 24 | 3.06× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
TWNP
Segment breakdown not available.
