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Side-by-side financial comparison of ALASKA AIR GROUP, INC. (ALK) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
ALASKA AIR GROUP, INC. is the larger business by last-quarter revenue ($3.3B vs $1.9B, roughly 1.7× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 5.2%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% CAGR vs 6.7%).
Alaska Air Group, Inc. is an American airline holding company based in SeaTac, Washington, United States. The group owns two mainline carriers, Alaska Airlines and Hawaiian Airlines, along with a regional airline, Horizon Air. Alaska Airlines in turn wholly owns an aircraft ground handling company, McGee Air Services.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
ALK vs MBLY — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.3B | $1.9B |
| Net Profit | $-193.0M | — |
| Gross Margin | — | 14.2% |
| Operating Margin | — | — |
| Net Margin | -5.8% | — |
| Revenue YoY | 5.2% | 27.4% |
| Net Profit YoY | -16.3% | — |
| EPS (diluted) | $-1.69 | — |
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.
| Q1 26 | $3.3B | $1.9B | ||
| Q4 25 | $3.6B | $446.0M | ||
| Q3 25 | $3.8B | $504.0M | ||
| Q2 25 | $3.7B | $506.0M | ||
| Q1 25 | $3.1B | $438.0M | ||
| Q4 24 | $3.5B | $490.0M | ||
| Q3 24 | $3.1B | $486.0M | ||
| Q2 24 | $2.9B | $439.0M |
| Q1 26 | $-193.0M | — | ||
| Q4 25 | $21.0M | $-127.0M | ||
| Q3 25 | $73.0M | $-96.0M | ||
| Q2 25 | $172.0M | $-67.0M | ||
| Q1 25 | $-166.0M | $-102.0M | ||
| Q4 24 | $71.0M | $-71.0M | ||
| Q3 24 | $236.0M | $-2.7B | ||
| Q2 24 | $220.0M | $-86.0M |
| Q1 26 | — | 14.2% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 49.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 47.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | -31.4% | ||
| Q3 25 | 3.9% | -21.6% | ||
| Q2 25 | 7.5% | -14.6% | ||
| Q1 25 | -6.3% | -26.7% | ||
| Q4 24 | 2.1% | -17.6% | ||
| Q3 24 | 11.1% | -577.6% | ||
| Q2 24 | 11.1% | -21.4% |
| Q1 26 | -5.8% | — | ||
| Q4 25 | 0.6% | -28.5% | ||
| Q3 25 | 1.9% | -19.0% | ||
| Q2 25 | 4.6% | -13.2% | ||
| Q1 25 | -5.3% | -23.3% | ||
| Q4 24 | 2.0% | -14.5% | ||
| Q3 24 | 7.7% | -558.6% | ||
| Q2 24 | 7.6% | -19.6% |
| Q1 26 | $-1.69 | — | ||
| Q4 25 | $0.14 | $-0.15 | ||
| Q3 25 | $0.62 | $-0.12 | ||
| Q2 25 | $1.42 | $-0.08 | ||
| Q1 25 | $-1.35 | $-0.13 | ||
| Q4 24 | $0.58 | $-0.09 | ||
| Q3 24 | $1.84 | $-3.35 | ||
| Q2 24 | $1.71 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $451.0M | $1.2B |
| Total DebtLower is stronger | $5.3B | — |
| Stockholders' EquityBook value | $3.7B | $8.2B |
| Total Assets | $20.3B | $8.7B |
| Debt / EquityLower = less leverage | 1.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $451.0M | $1.2B | ||
| Q4 25 | $627.0M | $1.8B | ||
| Q3 25 | $2.3B | $1.7B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.5B | $1.5B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.5B | $1.3B | ||
| Q2 24 | $2.5B | $1.2B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $4.8B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $4.9B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $2.7B | — |
| Q1 26 | $3.7B | $8.2B | ||
| Q4 25 | $4.1B | $11.9B | ||
| Q3 25 | $4.0B | $11.9B | ||
| Q2 25 | $3.9B | $12.1B | ||
| Q1 25 | $4.1B | $12.0B | ||
| Q4 24 | $4.4B | $12.1B | ||
| Q3 24 | $4.5B | $12.1B | ||
| Q2 24 | $4.2B | $14.7B |
| Q1 26 | $20.3B | $8.7B | ||
| Q4 25 | $20.4B | $12.5B | ||
| Q3 25 | $20.0B | $12.5B | ||
| Q2 25 | $19.9B | $12.6B | ||
| Q1 25 | $19.8B | $12.5B | ||
| Q4 24 | $19.8B | $12.6B | ||
| Q3 24 | $19.6B | $12.6B | ||
| Q2 24 | $15.3B | $15.3B |
| Q1 26 | 1.43× | — | ||
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.24× | — | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.16× | — | ||
| Q4 24 | 1.04× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 0.63× | — |
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 | $229.0M | $75.0M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 10.2% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $229.0M | $75.0M | ||
| Q4 25 | $185.0M | $113.0M | ||
| Q3 25 | $229.0M | $167.0M | ||
| Q2 25 | $376.0M | $213.0M | ||
| Q1 25 | $459.0M | $109.0M | ||
| Q4 24 | $274.0M | $204.0M | ||
| Q3 24 | $318.0M | $126.0M | ||
| Q2 24 | $580.0M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $86.0M | ||
| Q3 25 | — | $143.0M | ||
| Q2 25 | — | $199.0M | ||
| Q1 25 | — | $95.0M | ||
| Q4 24 | — | $191.0M | ||
| Q3 24 | — | $104.0M | ||
| Q2 24 | — | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | 39.3% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | — | 21.4% | ||
| Q2 24 | — | 1.4% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 8.81× | — | ||
| Q3 25 | 3.14× | — | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.86× | — | ||
| Q3 24 | 1.35× | — | ||
| Q2 24 | 2.64× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALK
| Passenger revenue | $2.9B | 88% |
| Loyalty program other revenue | $227.0M | 7% |
| Cargo and other revenue | $153.0M | 5% |
MBLY
Segment breakdown not available.
