vs
Side-by-side financial comparison of AGCO CORP (AGCO) and Kenvue (KVUE). Click either name above to swap in a different company.
Kenvue is the larger business by last-quarter revenue ($3.8B vs $2.9B, roughly 1.3× AGCO CORP). Kenvue runs the higher net margin — 8.7% vs 3.3%, a 5.5% gap on every dollar of revenue. On growth, Kenvue posted the faster year-over-year revenue change (3.2% vs 1.1%). Kenvue produced more free cash flow last quarter ($744.0M vs $675.0M). Over the past eight quarters, AGCO CORP's revenue compounded faster (-0.1% CAGR vs -1.5%).
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.
Kenvue Inc. is an American consumer health company. Formerly the Consumer Healthcare division of Johnson & Johnson, Kenvue owns well-known brands such as Aveeno, Band-Aid, Benadryl, Combantrin, Zyrtec, Johnson's, Listerine, Lactaid, Mylanta, Neutrogena, Trosyd, Calpol, Tylenol, and Visine. Kenvue is incorporated in Delaware and was originally headquartered in the Skillman section of Montgomery Township, New Jersey, before relocating to Summit, New Jersey.
AGCO vs KVUE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $3.8B |
| Net Profit | $95.5M | $330.0M |
| Gross Margin | 25.4% | 56.5% |
| Operating Margin | 7.9% | 14.2% |
| Net Margin | 3.3% | 8.7% |
| Revenue YoY | 1.1% | 3.2% |
| Net Profit YoY | 137.3% | 12.6% |
| EPS (diluted) | $1.30 | $0.16 |
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 | $3.8B | ||
| Q3 25 | $2.5B | $3.8B | ||
| Q2 25 | $2.6B | $3.8B | ||
| Q1 25 | $2.1B | $3.7B | ||
| Q4 24 | $2.9B | $3.7B | ||
| Q3 24 | $2.6B | $3.9B | ||
| Q2 24 | $3.2B | $4.0B | ||
| Q1 24 | $2.9B | $3.9B |
| Q4 25 | $95.5M | $330.0M | ||
| Q3 25 | $305.7M | $398.0M | ||
| Q2 25 | $314.8M | $420.0M | ||
| Q1 25 | $10.5M | $322.0M | ||
| Q4 24 | $-255.7M | $293.0M | ||
| Q3 24 | $30.0M | $383.0M | ||
| Q2 24 | $-367.1M | $58.0M | ||
| Q1 24 | $168.0M | $296.0M |
| Q4 25 | 25.4% | 56.5% | ||
| Q3 25 | 26.1% | 59.1% | ||
| Q2 25 | 25.0% | 58.9% | ||
| Q1 25 | 25.4% | 58.0% | ||
| Q4 24 | 23.9% | 56.5% | ||
| Q3 24 | 23.2% | 58.5% | ||
| Q2 24 | 25.8% | 59.1% | ||
| Q1 24 | 26.3% | 57.6% |
| Q4 25 | 7.9% | 14.2% | ||
| Q3 25 | 6.1% | 16.7% | ||
| Q2 25 | 6.2% | 18.0% | ||
| Q1 25 | 2.4% | 14.9% | ||
| Q4 24 | -9.3% | 13.2% | ||
| Q3 24 | 4.4% | 16.8% | ||
| Q2 24 | -7.4% | 3.9% | ||
| Q1 24 | 9.3% | 14.1% |
| Q4 25 | 3.3% | 8.7% | ||
| Q3 25 | 12.3% | 10.6% | ||
| Q2 25 | 11.9% | 10.9% | ||
| Q1 25 | 0.5% | 8.6% | ||
| Q4 24 | -8.9% | 8.0% | ||
| Q3 24 | 1.2% | 9.8% | ||
| Q2 24 | -11.3% | 1.5% | ||
| Q1 24 | 5.7% | 7.6% |
| Q4 25 | $1.30 | $0.16 | ||
| Q3 25 | $4.09 | $0.21 | ||
| Q2 25 | $4.22 | $0.22 | ||
| Q1 25 | $0.14 | $0.17 | ||
| Q4 24 | $-3.42 | $0.16 | ||
| Q3 24 | $0.40 | $0.20 | ||
| Q2 24 | $-4.92 | $0.03 | ||
| Q1 24 | $2.25 | $0.15 |
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 | $1.1B |
| Total DebtLower is stronger | $2.4B | — |
| Stockholders' EquityBook value | $4.3B | $10.8B |
| Total Assets | $11.9B | $27.1B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $861.8M | $1.1B | ||
| Q3 25 | $884.1M | $1.1B | ||
| Q2 25 | $783.9M | $1.1B | ||
| Q1 25 | $562.6M | $1.1B | ||
| Q4 24 | $612.7M | $1.1B | ||
| Q3 24 | $622.6M | $1.1B | ||
| Q2 24 | $657.3M | $1.0B | ||
| Q1 24 | $2.5B | $1.2B |
| 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 | $10.8B | ||
| Q3 25 | $4.5B | $10.6B | ||
| Q2 25 | $4.2B | $10.7B | ||
| Q1 25 | $3.8B | $10.1B | ||
| Q4 24 | $3.7B | $9.7B | ||
| Q3 24 | $4.1B | $10.6B | ||
| Q2 24 | $4.1B | $10.2B | ||
| Q1 24 | $4.8B | $10.6B |
| Q4 25 | $11.9B | $27.1B | ||
| Q3 25 | $12.5B | $27.2B | ||
| Q2 25 | $12.3B | $27.1B | ||
| Q1 25 | $11.5B | $26.3B | ||
| Q4 24 | $11.2B | $25.6B | ||
| Q3 24 | $13.5B | $26.9B | ||
| Q2 24 | $13.6B | $26.4B | ||
| Q1 24 | $13.5B | $27.3B |
| 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 | $854.0M |
| Free Cash FlowOCF − Capex | $675.0M | $744.0M |
| FCF MarginFCF / Revenue | 23.1% | 19.7% |
| Capex IntensityCapex / Revenue | 3.0% | 2.9% |
| Cash ConversionOCF / Net Profit | 8.00× | 2.59× |
| TTM Free Cash FlowTrailing 4 quarters | $740.2M | $1.7B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $763.6M | $854.0M | ||
| Q3 25 | $71.0M | $294.0M | ||
| Q2 25 | $365.7M | $621.0M | ||
| Q1 25 | $-212.2M | $428.0M | ||
| Q4 24 | $797.9M | $793.0M | ||
| Q3 24 | $26.5M | $249.0M | ||
| Q2 24 | $235.5M | $440.0M | ||
| Q1 24 | $-370.0M | $287.0M |
| Q4 25 | $675.0M | $744.0M | ||
| Q3 25 | $2.1M | $196.0M | ||
| Q2 25 | $323.5M | $533.0M | ||
| Q1 25 | $-260.4M | $249.0M | ||
| Q4 24 | $683.9M | $661.0M | ||
| Q3 24 | $-59.8M | $190.0M | ||
| Q2 24 | $137.5M | $350.0M | ||
| Q1 24 | $-465.0M | $134.0M |
| Q4 25 | 23.1% | 19.7% | ||
| Q3 25 | 0.1% | 5.2% | ||
| Q2 25 | 12.3% | 13.9% | ||
| Q1 25 | -12.7% | 6.7% | ||
| Q4 24 | 23.7% | 18.1% | ||
| Q3 24 | -2.3% | 4.9% | ||
| Q2 24 | 4.2% | 8.8% | ||
| Q1 24 | -15.9% | 3.4% |
| Q4 25 | 3.0% | 2.9% | ||
| Q3 25 | 2.8% | 2.6% | ||
| Q2 25 | 1.6% | 2.3% | ||
| Q1 25 | 2.4% | 4.8% | ||
| Q4 24 | 3.9% | 3.6% | ||
| Q3 24 | 3.3% | 1.5% | ||
| Q2 24 | 3.0% | 2.3% | ||
| Q1 24 | 3.2% | 3.9% |
| Q4 25 | 8.00× | 2.59× | ||
| Q3 25 | 0.23× | 0.74× | ||
| Q2 25 | 1.16× | 1.48× | ||
| Q1 25 | -20.21× | 1.33× | ||
| Q4 24 | — | 2.71× | ||
| Q3 24 | 0.88× | 0.65× | ||
| Q2 24 | — | 7.59× | ||
| Q1 24 | -2.20× | 0.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AGCO
Segment breakdown not available.
KVUE
| Self Care | $1.6B | 42% |
| Essential Health | $1.1B | 30% |
| Skin Health And Beauty | $1.0B | 28% |
