vs

Side-by-side financial comparison of TORO CO (TTC) and TWILIO INC (TWLO). Click either name above to swap in a different company.

TWILIO INC is the larger business by last-quarter revenue ($1.4B vs $1.0B, roughly 1.4× TORO CO). TORO CO runs the higher net margin — 6.6% vs 6.4%, a 0.2% gap on every dollar of revenue. TWILIO INC produced more free cash flow last quarter ($132.0M vs $14.6M). Over the past eight quarters, TWILIO INC's revenue compounded faster (14.0% CAGR vs -2.1%).

The Toro Company is an American company based in the Minneapolis suburb of Bloomington, Minnesota, that designs, manufactures, and markets lawn mowers, snow blowers, and irrigation system supplies for commercial and residential, agricultural, and public sector uses.

Twilio Inc. is an American cloud communications company based in San Francisco, California, which provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs.

TTC vs TWLO — Head-to-Head

Bigger by revenue
TWLO
TWLO
1.4× larger
TWLO
$1.4B
$1.0B
TTC
Higher net margin
TTC
TTC
0.2% more per $
TTC
6.6%
6.4%
TWLO
More free cash flow
TWLO
TWLO
$117.4M more FCF
TWLO
$132.0M
$14.6M
TTC
Faster 2-yr revenue CAGR
TWLO
TWLO
Annualised
TWLO
14.0%
-2.1%
TTC

Income Statement — Q1 FY2027 vs Q1 FY2026

Metric
TTC
TTC
TWLO
TWLO
Revenue
$1.0B
$1.4B
Net Profit
$67.9M
$90.0M
Gross Margin
32.5%
48.6%
Operating Margin
8.4%
7.7%
Net Margin
6.6%
6.4%
Revenue YoY
4.2%
Net Profit YoY
3.0%
EPS (diluted)
$0.69
$0.57

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.

Revenue
TTC
TTC
TWLO
TWLO
Q4 26
$1.0B
Q1 26
$1.4B
Q4 25
$1.4B
Q3 25
$1.1B
$1.3B
Q2 25
$1.3B
$1.2B
Q1 25
$995.0M
$1.2B
Q4 24
$1.2B
Q3 24
$1.2B
$1.1B
Net Profit
TTC
TTC
TWLO
TWLO
Q4 26
$67.9M
Q1 26
$90.0M
Q4 25
$-45.9M
Q3 25
$53.5M
$37.2M
Q2 25
$136.8M
$22.4M
Q1 25
$52.8M
$20.0M
Q4 24
$-12.5M
Q3 24
$119.3M
$-9.7M
Gross Margin
TTC
TTC
TWLO
TWLO
Q4 26
32.5%
Q1 26
48.6%
Q4 25
48.5%
Q3 25
33.7%
48.6%
Q2 25
33.1%
49.1%
Q1 25
33.7%
49.6%
Q4 24
50.2%
Q3 24
34.8%
51.0%
Operating Margin
TTC
TTC
TWLO
TWLO
Q4 26
8.4%
Q1 26
7.7%
Q4 25
4.2%
Q3 25
5.7%
3.1%
Q2 25
13.3%
3.0%
Q1 25
7.8%
2.0%
Q4 24
1.1%
Q3 24
12.8%
-0.4%
Net Margin
TTC
TTC
TWLO
TWLO
Q4 26
6.6%
Q1 26
6.4%
Q4 25
-3.4%
Q3 25
4.7%
2.9%
Q2 25
10.4%
1.8%
Q1 25
5.3%
1.7%
Q4 24
-1.0%
Q3 24
10.3%
-0.9%
EPS (diluted)
TTC
TTC
TWLO
TWLO
Q4 26
$0.69
Q1 26
$0.57
Q4 25
$-0.28
Q3 25
$0.54
$0.23
Q2 25
$1.37
$0.14
Q1 25
$0.52
$0.12
Q4 24
$-0.10
Q3 24
$1.14
$-0.06

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
TTC
TTC
TWLO
TWLO
Cash + ST InvestmentsLiquidity on hand
$189.0M
$542.0M
Total DebtLower is stronger
$1.1B
Stockholders' EquityBook value
$1.4B
$7.8B
Total Assets
$3.7B
$9.6B
Debt / EquityLower = less leverage
0.75×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
TTC
TTC
TWLO
TWLO
Q4 26
$189.0M
Q1 26
$542.0M
Q4 25
$682.3M
Q3 25
$734.8M
Q2 25
$969.2M
Q1 25
$467.1M
Q4 24
$421.3M
Q3 24
$584.0M
Total Debt
TTC
TTC
TWLO
TWLO
Q4 26
$1.1B
Q1 26
Q4 25
$992.3M
Q3 25
$1.0B
$991.9M
Q2 25
$1.1B
$991.4M
Q1 25
$1.1B
$991.0M
Q4 24
$990.6M
Q3 24
$991.9M
$990.2M
Stockholders' Equity
TTC
TTC
TWLO
TWLO
Q4 26
$1.4B
Q1 26
$7.8B
Q4 25
$7.8B
Q3 25
$1.4B
$7.9B
Q2 25
$1.5B
$8.0B
Q1 25
$1.5B
$8.0B
Q4 24
$8.0B
Q3 24
$1.6B
$8.2B
Total Assets
TTC
TTC
TWLO
TWLO
Q4 26
$3.7B
Q1 26
$9.6B
Q4 25
$9.8B
Q3 25
$3.5B
$9.7B
Q2 25
$3.8B
$9.8B
Q1 25
$3.7B
$9.8B
Q4 24
$9.9B
Q3 24
$3.7B
$10.0B
Debt / Equity
TTC
TTC
TWLO
TWLO
Q4 26
0.75×
Q1 26
Q4 25
0.13×
Q3 25
0.73×
0.13×
Q2 25
0.74×
0.12×
Q1 25
0.75×
0.12×
Q4 24
0.12×
Q3 24
0.61×
0.12×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
TTC
TTC
TWLO
TWLO
Operating Cash FlowLast quarter
$153.0M
Free Cash FlowOCF − Capex
$14.6M
$132.0M
FCF MarginFCF / Revenue
1.4%
9.4%
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
1.70×
TTM Free Cash FlowTrailing 4 quarters
$306.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
TTC
TTC
TWLO
TWLO
Q4 26
Q1 26
$153.0M
Q4 25
$271.6M
Q3 25
$225.8M
$263.6M
Q2 25
$171.7M
$277.1M
Q1 25
$-48.6M
$191.0M
Q4 24
$108.4M
Q3 24
$194.7M
$204.3M
Free Cash Flow
TTC
TTC
TWLO
TWLO
Q4 26
$14.6M
Q1 26
$132.0M
Q4 25
Q3 25
$207.2M
Q2 25
$152.4M
Q1 25
$-67.7M
Q4 24
Q3 24
$170.6M
FCF Margin
TTC
TTC
TWLO
TWLO
Q4 26
1.4%
Q1 26
9.4%
Q4 25
Q3 25
18.3%
Q2 25
11.6%
Q1 25
-6.8%
Q4 24
Q3 24
14.7%
Capex Intensity
TTC
TTC
TWLO
TWLO
Q4 26
Q1 26
Q4 25
Q3 25
1.6%
Q2 25
1.5%
Q1 25
1.9%
Q4 24
Q3 24
2.1%
Cash Conversion
TTC
TTC
TWLO
TWLO
Q4 26
Q1 26
1.70×
Q4 25
Q3 25
4.22×
7.08×
Q2 25
1.26×
12.36×
Q1 25
-0.92×
9.54×
Q4 24
Q3 24
1.63×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Related Comparisons