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Side-by-side financial comparison of TACTILE SYSTEMS TECHNOLOGY INC (TCMD) and Wheels Up Experience Inc. (UP). Click either name above to swap in a different company.
Wheels Up Experience Inc. is the larger business by last-quarter revenue ($183.8M vs $103.6M, roughly 1.8× TACTILE SYSTEMS TECHNOLOGY INC). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs -15.7%, a 26.0% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs -10.2%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-58.3M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs -3.4%).
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.
Wheels Up is a provider of "on demand" private aviation in the United States and one of the largest private aviation companies in the world. It was founded in 2013 by Kenny Dichter, using a membership/on-demand business model. Wheels Up members can book private aircraft from the company fleet and third-party operators using a mobile application.
TCMD vs UP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $103.6M | $183.8M |
| Net Profit | $10.6M | $-28.9M |
| Gross Margin | 78.2% | 14.3% |
| Operating Margin | 18.1% | -0.9% |
| Net Margin | 10.3% | -15.7% |
| Revenue YoY | 21.0% | -10.2% |
| Net Profit YoY | 9.4% | 67.0% |
| EPS (diluted) | $0.45 | $-0.04 |
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 | $183.8M | ||
| Q3 25 | $85.8M | $185.5M | ||
| Q2 25 | $78.9M | $189.6M | ||
| Q1 25 | $61.3M | $177.5M | ||
| Q4 24 | $85.6M | $204.8M | ||
| Q3 24 | $73.1M | $193.9M | ||
| Q2 24 | $73.2M | $196.3M | ||
| Q1 24 | $61.1M | $197.1M |
| Q4 25 | $10.6M | $-28.9M | ||
| Q3 25 | $8.2M | $-83.7M | ||
| Q2 25 | $3.2M | $-82.3M | ||
| Q1 25 | $-3.0M | $-99.3M | ||
| Q4 24 | $9.7M | $-87.5M | ||
| Q3 24 | $5.2M | $-57.7M | ||
| Q2 24 | $4.3M | $-97.0M | ||
| Q1 24 | $-2.2M | $-97.4M |
| Q4 25 | 78.2% | 14.3% | ||
| Q3 25 | 75.8% | 6.8% | ||
| Q2 25 | 74.5% | 8.3% | ||
| Q1 25 | 74.0% | 10.8% | ||
| Q4 24 | 75.2% | 13.9% | ||
| Q3 24 | 75.0% | 13.9% | ||
| Q2 24 | 73.9% | 2.3% | ||
| Q1 24 | 71.1% | -0.6% |
| Q4 25 | 18.1% | -0.9% | ||
| Q3 25 | 12.8% | -33.1% | ||
| Q2 25 | 5.2% | -31.4% | ||
| Q1 25 | -7.4% | -45.5% | ||
| Q4 24 | 14.6% | -26.0% | ||
| Q3 24 | 9.3% | -21.6% | ||
| Q2 24 | 8.0% | -40.3% | ||
| Q1 24 | -4.9% | -42.9% |
| Q4 25 | 10.3% | -15.7% | ||
| Q3 25 | 9.6% | -45.1% | ||
| Q2 25 | 4.1% | -43.4% | ||
| Q1 25 | -4.9% | -55.9% | ||
| Q4 24 | 11.4% | -42.7% | ||
| Q3 24 | 7.1% | -29.8% | ||
| Q2 24 | 5.9% | -49.4% | ||
| Q1 24 | -3.6% | -49.4% |
| Q4 25 | $0.45 | $-0.04 | ||
| Q3 25 | $0.36 | $-0.12 | ||
| Q2 25 | $0.14 | $-0.12 | ||
| Q1 25 | $-0.13 | $-0.14 | ||
| Q4 24 | $0.40 | $-0.13 | ||
| Q3 24 | $0.21 | $-0.08 | ||
| Q2 24 | $0.18 | $-0.14 | ||
| Q1 24 | $-0.09 | $-0.14 |
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 | $133.9M |
| Total DebtLower is stronger | $0 | $671.3M |
| Stockholders' EquityBook value | $218.9M | $-392.1M |
| Total Assets | $273.9M | $968.8M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $83.4M | $133.9M | ||
| Q3 25 | $66.0M | $125.3M | ||
| Q2 25 | $81.5M | $107.0M | ||
| Q1 25 | $83.6M | $171.8M | ||
| Q4 24 | $94.4M | $216.4M | ||
| Q3 24 | $82.1M | $115.9M | ||
| Q2 24 | $73.6M | $141.5M | ||
| Q1 24 | $60.7M | $180.9M |
| Q4 25 | $0 | $671.3M | ||
| Q3 25 | $0 | $766.5M | ||
| Q2 25 | — | $770.5M | ||
| Q1 25 | — | $765.8M | ||
| Q4 24 | — | $761.3M | ||
| Q3 24 | $27.0M | $596.9M | ||
| Q2 24 | $27.8M | $597.4M | ||
| Q1 24 | $28.5M | $603.2M |
| Q4 25 | $218.9M | $-392.1M | ||
| Q3 25 | $204.9M | $-374.5M | ||
| Q2 25 | $194.9M | $-347.8M | ||
| Q1 25 | $205.6M | $-288.1M | ||
| Q4 24 | $216.6M | $-202.1M | ||
| Q3 24 | $207.9M | $-117.7M | ||
| Q2 24 | $200.7M | $-72.2M | ||
| Q1 24 | $193.5M | $936.0K |
| Q4 25 | $273.9M | $968.8M | ||
| Q3 25 | $259.2M | $973.0M | ||
| Q2 25 | $273.0M | $1.0B | ||
| Q1 25 | $280.2M | $1.1B | ||
| Q4 24 | $297.9M | $1.2B | ||
| Q3 24 | $287.7M | $1.0B | ||
| Q2 24 | $278.8M | $1.1B | ||
| Q1 24 | $272.0M | $1.2B |
| 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× | 644.43× |
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 | $-18.4M |
| Free Cash FlowOCF − Capex | $16.8M | $-58.3M |
| FCF MarginFCF / Revenue | 16.2% | -31.7% |
| Capex IntensityCapex / Revenue | 0.5% | 21.7% |
| Cash ConversionOCF / Net Profit | 1.63× | — |
| TTM Free Cash FlowTrailing 4 quarters | $40.4M | $-259.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $17.3M | $-18.4M | ||
| Q3 25 | $10.3M | $-37.1M | ||
| Q2 25 | $14.8M | $-62.9M | ||
| Q1 25 | $417.0K | $-47.9M | ||
| Q4 24 | $16.3M | $37.9M | ||
| Q3 24 | $10.3M | $-16.9M | ||
| Q2 24 | $13.1M | $-25.2M | ||
| Q1 24 | $924.0K | $-73.8M |
| Q4 25 | $16.8M | $-58.3M | ||
| Q3 25 | $9.2M | $-60.4M | ||
| Q2 25 | $14.4M | $-78.6M | ||
| Q1 25 | $38.0K | $-62.6M | ||
| Q4 24 | $15.9M | $-70.2M | ||
| Q3 24 | $9.3M | $-21.9M | ||
| Q2 24 | $12.6M | $-30.8M | ||
| Q1 24 | $442.0K | $-77.8M |
| Q4 25 | 16.2% | -31.7% | ||
| Q3 25 | 10.8% | -32.6% | ||
| Q2 25 | 18.2% | -41.5% | ||
| Q1 25 | 0.1% | -35.3% | ||
| Q4 24 | 18.5% | -34.3% | ||
| Q3 24 | 12.7% | -11.3% | ||
| Q2 24 | 17.3% | -15.7% | ||
| Q1 24 | 0.7% | -39.5% |
| Q4 25 | 0.5% | 21.7% | ||
| Q3 25 | 1.3% | 12.5% | ||
| Q2 25 | 0.5% | 8.3% | ||
| Q1 25 | 0.6% | 8.3% | ||
| Q4 24 | 0.5% | 52.8% | ||
| Q3 24 | 1.3% | 2.6% | ||
| Q2 24 | 0.7% | 2.9% | ||
| Q1 24 | 0.8% | 2.0% |
| 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% |
UP
Segment breakdown not available.
