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Side-by-side financial comparison of Agilent Technologies (A) and ROKU, INC (ROKU). Click either name above to swap in a different company.

Agilent Technologies is the larger business by last-quarter revenue ($1.8B vs $1.4B, roughly 1.3× ROKU, INC). Agilent Technologies runs the higher net margin — 17.0% vs 5.8%, a 11.2% gap on every dollar of revenue. On growth, ROKU, INC posted the faster year-over-year revenue change (16.1% vs 7.0%). Agilent Technologies produced more free cash flow last quarter ($175.0M vs $106.6M). Over the past eight quarters, ROKU, INC's revenue compounded faster (25.8% CAGR vs 6.9%).

Agilent Technologies, Inc. provides application focused solutions to the life sciences, diagnostics, and applied chemical markets worldwide. The Life Sciences and Applied Markets segment offers liquid chromatography systems and components; liquid chromatography mass spectrometry systems; gas chromatography systems and components; gas chromatography mass spectrometry systems; inductively coupled plasma mass spectrometry instruments; atomic absorption instruments; microwave plasma-atomic emissi...

Roku, Inc. is an American streaming technology company. Founded in 2002 by Anthony Wood, it produces digital media players and TVs, distributes streaming services and operates an ad business on its platform. Roku is the U.S. market leader in streaming video distribution, reaching 145 million people as of 2024. The company also operates in Australia, Canada, France, Germany, the U.K., and Latin America.

A vs ROKU — Head-to-Head

Bigger by revenue
A
A
1.3× larger
A
$1.8B
$1.4B
ROKU
Growing faster (revenue YoY)
ROKU
ROKU
+9.2% gap
ROKU
16.1%
7.0%
A
Higher net margin
A
A
11.2% more per $
A
17.0%
5.8%
ROKU
More free cash flow
A
A
$68.4M more FCF
A
$175.0M
$106.6M
ROKU
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
25.8%
6.9%
A

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
A
A
ROKU
ROKU
Revenue
$1.8B
$1.4B
Net Profit
$305.0M
$80.5M
Gross Margin
52.6%
43.5%
Operating Margin
19.6%
4.7%
Net Margin
17.0%
5.8%
Revenue YoY
7.0%
16.1%
Net Profit YoY
-4.1%
326.4%
EPS (diluted)
$1.07
$0.55

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
A
A
ROKU
ROKU
Q1 26
$1.8B
Q4 25
$1.9B
$1.4B
Q3 25
$1.7B
$1.2B
Q2 25
$1.7B
$1.1B
Q1 25
$1.7B
$1.0B
Q4 24
$1.7B
$1.2B
Q3 24
$1.6B
$1.1B
Q2 24
$1.6B
$968.2M
Net Profit
A
A
ROKU
ROKU
Q1 26
$305.0M
Q4 25
$434.0M
$80.5M
Q3 25
$336.0M
$24.8M
Q2 25
$215.0M
$10.5M
Q1 25
$318.0M
$-27.4M
Q4 24
$351.0M
$-35.5M
Q3 24
$282.0M
$-9.0M
Q2 24
$308.0M
$-34.0M
Gross Margin
A
A
ROKU
ROKU
Q1 26
52.6%
Q4 25
53.2%
43.5%
Q3 25
51.1%
43.4%
Q2 25
51.9%
44.8%
Q1 25
53.5%
43.6%
Q4 24
53.9%
42.7%
Q3 24
54.2%
45.2%
Q2 24
54.4%
43.9%
Operating Margin
A
A
ROKU
ROKU
Q1 26
19.6%
Q4 25
23.8%
4.7%
Q3 25
20.7%
0.8%
Q2 25
18.0%
-2.1%
Q1 25
22.4%
-5.7%
Q4 24
24.0%
-3.3%
Q3 24
21.1%
-3.4%
Q2 24
23.1%
-7.4%
Net Margin
A
A
ROKU
ROKU
Q1 26
17.0%
Q4 25
23.3%
5.8%
Q3 25
19.3%
2.0%
Q2 25
12.9%
0.9%
Q1 25
18.9%
-2.7%
Q4 24
20.6%
-3.0%
Q3 24
17.9%
-0.9%
Q2 24
19.6%
-3.5%
EPS (diluted)
A
A
ROKU
ROKU
Q1 26
$1.07
Q4 25
$1.53
$0.55
Q3 25
$1.18
$0.16
Q2 25
$0.75
$0.07
Q1 25
$1.11
$-0.19
Q4 24
$1.23
$-0.24
Q3 24
$0.97
$-0.06
Q2 24
$1.05
$-0.24

Balance Sheet & Financial Strength

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

Metric
A
A
ROKU
ROKU
Cash + ST InvestmentsLiquidity on hand
$1.8B
$2.3B
Total DebtLower is stronger
$3.0B
Stockholders' EquityBook value
$6.9B
$2.7B
Total Assets
$12.8B
$4.4B
Debt / EquityLower = less leverage
0.44×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
A
A
ROKU
ROKU
Q1 26
$1.8B
Q4 25
$1.8B
$2.3B
Q3 25
$1.5B
$2.3B
Q2 25
$1.5B
$2.3B
Q1 25
$1.5B
$2.3B
Q4 24
$1.3B
$2.2B
Q3 24
$1.8B
$2.1B
Q2 24
$1.7B
$2.1B
Total Debt
A
A
ROKU
ROKU
Q1 26
$3.0B
Q4 25
$3.0B
Q3 25
$3.4B
Q2 25
$3.3B
Q1 25
$3.3B
Q4 24
$3.3B
Q3 24
$2.1B
Q2 24
$2.1B
Stockholders' Equity
A
A
ROKU
ROKU
Q1 26
$6.9B
Q4 25
$6.7B
$2.7B
Q3 25
$6.4B
$2.6B
Q2 25
$6.1B
$2.6B
Q1 25
$6.0B
$2.5B
Q4 24
$5.9B
$2.5B
Q3 24
$5.9B
$2.5B
Q2 24
$6.2B
$2.4B
Total Assets
A
A
ROKU
ROKU
Q1 26
$12.8B
Q4 25
$12.7B
$4.4B
Q3 25
$12.2B
$4.4B
Q2 25
$12.2B
$4.3B
Q1 25
$11.9B
$4.2B
Q4 24
$11.8B
$4.3B
Q3 24
$11.0B
$4.3B
Q2 24
$10.9B
$4.1B
Debt / Equity
A
A
ROKU
ROKU
Q1 26
0.44×
Q4 25
0.45×
Q3 25
0.53×
Q2 25
0.55×
Q1 25
0.56×
Q4 24
0.57×
Q3 24
0.36×
Q2 24
0.34×

Cash Flow & Capital Efficiency

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

Metric
A
A
ROKU
ROKU
Operating Cash FlowLast quarter
$268.0M
$107.7M
Free Cash FlowOCF − Capex
$175.0M
$106.6M
FCF MarginFCF / Revenue
9.7%
7.6%
Capex IntensityCapex / Revenue
5.2%
0.1%
Cash ConversionOCF / Net Profit
0.88×
1.34×
TTM Free Cash FlowTrailing 4 quarters
$993.0M
$478.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
A
A
ROKU
ROKU
Q1 26
$268.0M
Q4 25
$545.0M
$107.7M
Q3 25
$362.0M
$127.6M
Q2 25
$221.0M
$109.7M
Q1 25
$431.0M
$138.7M
Q4 24
$481.0M
$79.3M
Q3 24
$452.0M
$68.7M
Q2 24
$333.0M
$23.4M
Free Cash Flow
A
A
ROKU
ROKU
Q1 26
$175.0M
Q4 25
$452.0M
$106.6M
Q3 25
$259.0M
$126.5M
Q2 25
$107.0M
$108.6M
Q1 25
$334.0M
$136.8M
Q4 24
$388.0M
$76.8M
Q3 24
$360.0M
$67.6M
Q2 24
$230.0M
$22.5M
FCF Margin
A
A
ROKU
ROKU
Q1 26
9.7%
Q4 25
24.3%
7.6%
Q3 25
14.9%
10.4%
Q2 25
6.4%
9.8%
Q1 25
19.9%
13.4%
Q4 24
22.8%
6.4%
Q3 24
22.8%
6.4%
Q2 24
14.6%
2.3%
Capex Intensity
A
A
ROKU
ROKU
Q1 26
5.2%
Q4 25
5.0%
0.1%
Q3 25
5.9%
0.1%
Q2 25
6.8%
0.1%
Q1 25
5.8%
0.2%
Q4 24
5.5%
0.2%
Q3 24
5.8%
0.1%
Q2 24
6.5%
0.1%
Cash Conversion
A
A
ROKU
ROKU
Q1 26
0.88×
Q4 25
1.26×
1.34×
Q3 25
1.08×
5.14×
Q2 25
1.03×
10.45×
Q1 25
1.36×
Q4 24
1.37×
Q3 24
1.60×
Q2 24
1.08×

Financial Flow Comparison

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

Revenue Breakdown by Segment

A
A

Service Other$525.0M29%
Chemicaland Energy Market$422.0M23%
Agilent Cross Lab$273.0M15%
Environmentaland Forensics Market$177.0M10%
Food Market$166.0M9%
Academiaand Government Market$130.0M7%
Applied Markets$98.0M5%

ROKU
ROKU

Services$1.2B88%
Products$170.9M12%

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