vs
Side-by-side financial comparison of AGCO CORP (AGCO) and First American Financial Corp (FAF). Click either name above to swap in a different company.
AGCO CORP is the larger business by last-quarter revenue ($2.9B vs $2.0B, roughly 1.4× First American Financial Corp). First American Financial Corp runs the higher net margin — 10.3% vs 3.3%, a 7.1% gap on every dollar of revenue. On growth, First American Financial Corp posted the faster year-over-year revenue change (21.6% vs 1.1%). AGCO CORP produced more free cash flow last quarter ($675.0M vs $324.5M). Over the past eight quarters, First American Financial Corp's revenue compounded faster (19.9% CAGR vs -0.1%).
AGCO Corporation is an American agricultural machinery manufacturer headquartered in Duluth, Georgia, United States. It was founded in 1990. AGCO designs, produces and sells tractors, combines, foragers, hay tools, self-propelled sprayers, smart farming technologies, seeding equipment, and tillage equipment.
First American Financial Corporation is an American financial services company which provides title insurance and settlement services to the real estate and mortgage industries.
AGCO vs FAF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $2.9B | $2.0B |
| Net Profit | $95.5M | $211.9M |
| Gross Margin | 25.4% | — |
| Operating Margin | 7.9% | 14.0% |
| Net Margin | 3.3% | 10.3% |
| Revenue YoY | 1.1% | 21.6% |
| Net Profit YoY | 137.3% | 192.7% |
| EPS (diluted) | $1.30 | $2.04 |
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 | $2.9B | $2.0B | ||
| Q3 25 | $2.5B | $2.0B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $2.6B | $1.4B | ||
| Q2 24 | $3.2B | $1.6B | ||
| Q1 24 | $2.9B | $1.4B |
| Q4 25 | $95.5M | $211.9M | ||
| Q3 25 | $305.7M | $189.6M | ||
| Q2 25 | $314.8M | $146.1M | ||
| Q1 25 | $10.5M | $74.2M | ||
| Q4 24 | $-255.7M | $72.4M | ||
| Q3 24 | $30.0M | $-104.0M | ||
| Q2 24 | $-367.1M | $116.0M | ||
| Q1 24 | $168.0M | $46.7M |
| Q4 25 | 25.4% | — | ||
| Q3 25 | 26.1% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 25.4% | — | ||
| Q4 24 | 23.9% | — | ||
| Q3 24 | 23.2% | — | ||
| Q2 24 | 25.8% | — | ||
| Q1 24 | 26.3% | — |
| Q4 25 | 7.9% | 14.0% | ||
| Q3 25 | 6.1% | 12.5% | ||
| Q2 25 | 6.2% | 10.6% | ||
| Q1 25 | 2.4% | 6.1% | ||
| Q4 24 | -9.3% | 5.9% | ||
| Q3 24 | 4.4% | -10.3% | ||
| Q2 24 | -7.4% | 9.4% | ||
| Q1 24 | 9.3% | 4.1% |
| Q4 25 | 3.3% | 10.3% | ||
| Q3 25 | 12.3% | 9.6% | ||
| Q2 25 | 11.9% | 7.9% | ||
| Q1 25 | 0.5% | 4.7% | ||
| Q4 24 | -8.9% | 4.3% | ||
| Q3 24 | 1.2% | -7.4% | ||
| Q2 24 | -11.3% | 7.2% | ||
| Q1 24 | 5.7% | 3.3% |
| Q4 25 | $1.30 | $2.04 | ||
| Q3 25 | $4.09 | $1.84 | ||
| Q2 25 | $4.22 | $1.41 | ||
| Q1 25 | $0.14 | $0.71 | ||
| Q4 24 | $-3.42 | $0.70 | ||
| Q3 24 | $0.40 | $-1.00 | ||
| Q2 24 | $-4.92 | $1.11 | ||
| Q1 24 | $2.25 | $0.45 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $861.8M | $1.4B |
| Total DebtLower is stronger | $2.4B | — |
| Stockholders' EquityBook value | $4.3B | $5.5B |
| Total Assets | $11.9B | $16.2B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $861.8M | $1.4B | ||
| Q3 25 | $884.1M | $2.9B | ||
| Q2 25 | $783.9M | $2.0B | ||
| Q1 25 | $562.6M | $2.0B | ||
| Q4 24 | $612.7M | $1.7B | ||
| Q3 24 | $622.6M | $3.0B | ||
| Q2 24 | $657.3M | $2.0B | ||
| Q1 24 | $2.5B | $1.5B |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $3.7B | — |
| Q4 25 | $4.3B | $5.5B | ||
| Q3 25 | $4.5B | $5.3B | ||
| Q2 25 | $4.2B | $5.1B | ||
| Q1 25 | $3.8B | $5.0B | ||
| Q4 24 | $3.7B | $4.9B | ||
| Q3 24 | $4.1B | $5.1B | ||
| Q2 24 | $4.1B | $4.8B | ||
| Q1 24 | $4.8B | $4.8B |
| Q4 25 | $11.9B | $16.2B | ||
| Q3 25 | $12.5B | $17.6B | ||
| Q2 25 | $12.3B | $16.3B | ||
| Q1 25 | $11.5B | $15.5B | ||
| Q4 24 | $11.2B | $14.9B | ||
| Q3 24 | $13.5B | $16.6B | ||
| Q2 24 | $13.6B | $15.2B | ||
| Q1 24 | $13.5B | $14.7B |
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.74× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.95× | — | ||
| Q2 24 | 0.95× | — | ||
| Q1 24 | 0.78× | — |
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 | $763.6M | $369.3M |
| Free Cash FlowOCF − Capex | $675.0M | $324.5M |
| FCF MarginFCF / Revenue | 23.1% | 15.8% |
| Capex IntensityCapex / Revenue | 3.0% | 2.2% |
| Cash ConversionOCF / Net Profit | 8.00× | 1.74× |
| TTM Free Cash FlowTrailing 4 quarters | $740.2M | $762.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $763.6M | $369.3M | ||
| Q3 25 | $71.0M | $272.5M | ||
| Q2 25 | $365.7M | $361.8M | ||
| Q1 25 | $-212.2M | $-52.8M | ||
| Q4 24 | $797.9M | $324.6M | ||
| Q3 24 | $26.5M | $236.9M | ||
| Q2 24 | $235.5M | $266.7M | ||
| Q1 24 | $-370.0M | $69.3M |
| Q4 25 | $675.0M | $324.5M | ||
| Q3 25 | $2.1M | $223.1M | ||
| Q2 25 | $323.5M | $309.4M | ||
| Q1 25 | $-260.4M | $-94.5M | ||
| Q4 24 | $683.9M | $266.2M | ||
| Q3 24 | $-59.8M | $185.4M | ||
| Q2 24 | $137.5M | $210.0M | ||
| Q1 24 | $-465.0M | $17.6M |
| Q4 25 | 23.1% | 15.8% | ||
| Q3 25 | 0.1% | 11.3% | ||
| Q2 25 | 12.3% | 16.8% | ||
| Q1 25 | -12.7% | -6.0% | ||
| Q4 24 | 23.7% | 15.8% | ||
| Q3 24 | -2.3% | 13.2% | ||
| Q2 24 | 4.2% | 13.0% | ||
| Q1 24 | -15.9% | 1.2% |
| Q4 25 | 3.0% | 2.2% | ||
| Q3 25 | 2.8% | 2.5% | ||
| Q2 25 | 1.6% | 2.8% | ||
| Q1 25 | 2.4% | 2.6% | ||
| Q4 24 | 3.9% | 3.5% | ||
| Q3 24 | 3.3% | 3.7% | ||
| Q2 24 | 3.0% | 3.5% | ||
| Q1 24 | 3.2% | 3.6% |
| Q4 25 | 8.00× | 1.74× | ||
| Q3 25 | 0.23× | 1.44× | ||
| Q2 25 | 1.16× | 2.48× | ||
| Q1 25 | -20.21× | -0.71× | ||
| Q4 24 | — | 4.48× | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | — | 2.30× | ||
| Q1 24 | -2.20× | 1.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AGCO
Segment breakdown not available.
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |