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

Ametek is the larger business by last-quarter revenue ($1.9B vs $1.2B, roughly 1.5× ROKU, INC). Ametek runs the higher net margin — 20.7% vs -2.2%, a 22.9% gap on every dollar of revenue. On growth, Ametek posted the faster year-over-year revenue change (11.3% vs -18.3%). Over the past eight quarters, ROKU, INC's revenue compounded faster (13.6% CAGR vs 5.4%).

AMETEK, Inc. is an American multinational conglomerate and global designer and manufacturer of electronic instruments and electromechanical devices with headquarters in the United States and over 150 sites worldwide.

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.

AME vs ROKU — Head-to-Head

Bigger by revenue
AME
AME
1.5× larger
AME
$1.9B
$1.2B
ROKU
Growing faster (revenue YoY)
AME
AME
+29.6% gap
AME
11.3%
-18.3%
ROKU
Higher net margin
AME
AME
22.9% more per $
AME
20.7%
-2.2%
ROKU
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
13.6%
5.4%
AME

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
AME
AME
ROKU
ROKU
Revenue
$1.9B
$1.2B
Net Profit
$399.4M
$-27.4M
Gross Margin
37.2%
35.6%
Operating Margin
26.7%
59.7%
Net Margin
20.7%
-2.2%
Revenue YoY
11.3%
-18.3%
Net Profit YoY
13.5%
-361.0%
EPS (diluted)
$1.74
$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
AME
AME
ROKU
ROKU
Q1 26
$1.9B
$1.2B
Q4 25
$2.0B
$1.4B
Q3 25
$1.9B
$1.2B
Q2 25
$1.8B
$1.1B
Q1 25
$1.7B
$1.0B
Q4 24
$1.8B
$1.2B
Q3 24
$1.7B
$1.1B
Q2 24
$1.7B
$968.2M
Net Profit
AME
AME
ROKU
ROKU
Q1 26
$399.4M
$-27.4M
Q4 25
$398.6M
$80.5M
Q3 25
$371.4M
$24.8M
Q2 25
$358.4M
$10.5M
Q1 25
$351.8M
$-27.4M
Q4 24
$387.3M
$-35.5M
Q3 24
$340.2M
$-9.0M
Q2 24
$337.7M
$-34.0M
Gross Margin
AME
AME
ROKU
ROKU
Q1 26
37.2%
35.6%
Q4 25
36.0%
43.5%
Q3 25
36.3%
43.4%
Q2 25
35.8%
44.8%
Q1 25
36.1%
43.6%
Q4 24
36.6%
42.7%
Q3 24
36.0%
45.2%
Q2 24
36.0%
43.9%
Operating Margin
AME
AME
ROKU
ROKU
Q1 26
26.7%
59.7%
Q4 25
25.3%
4.7%
Q3 25
25.8%
0.8%
Q2 25
26.0%
-2.1%
Q1 25
26.3%
-5.7%
Q4 24
26.6%
-3.3%
Q3 24
26.1%
-3.4%
Q2 24
25.8%
-7.4%
Net Margin
AME
AME
ROKU
ROKU
Q1 26
20.7%
-2.2%
Q4 25
19.9%
5.8%
Q3 25
19.6%
2.0%
Q2 25
20.2%
0.9%
Q1 25
20.3%
-2.7%
Q4 24
22.0%
-3.0%
Q3 24
19.9%
-0.9%
Q2 24
19.5%
-3.5%
EPS (diluted)
AME
AME
ROKU
ROKU
Q1 26
$1.74
$0.57
Q4 25
$1.73
$0.55
Q3 25
$1.60
$0.16
Q2 25
$1.55
$0.07
Q1 25
$1.52
$-0.19
Q4 24
$1.67
$-0.24
Q3 24
$1.47
$-0.06
Q2 24
$1.45
$-0.24

Balance Sheet & Financial Strength

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

Metric
AME
AME
ROKU
ROKU
Cash + ST InvestmentsLiquidity on hand
$481.3M
$2.4B
Total DebtLower is stronger
Stockholders' EquityBook value
$10.9B
$2.7B
Total Assets
$16.3B
$4.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AME
AME
ROKU
ROKU
Q1 26
$481.3M
$2.4B
Q4 25
$458.0M
$2.3B
Q3 25
$439.2M
$2.3B
Q2 25
$619.7M
$2.3B
Q1 25
$399.0M
$2.3B
Q4 24
$374.0M
$2.2B
Q3 24
$396.3M
$2.1B
Q2 24
$396.6M
$2.1B
Total Debt
AME
AME
ROKU
ROKU
Q1 26
Q4 25
$2.3B
Q3 25
Q2 25
Q1 25
Q4 24
$2.1B
Q3 24
Q2 24
Stockholders' Equity
AME
AME
ROKU
ROKU
Q1 26
$10.9B
$2.7B
Q4 25
$10.6B
$2.7B
Q3 25
$10.5B
$2.6B
Q2 25
$10.4B
$2.6B
Q1 25
$10.0B
$2.5B
Q4 24
$9.7B
$2.5B
Q3 24
$9.6B
$2.5B
Q2 24
$9.3B
$2.4B
Total Assets
AME
AME
ROKU
ROKU
Q1 26
$16.3B
$4.4B
Q4 25
$16.1B
$4.4B
Q3 25
$16.2B
$4.4B
Q2 25
$15.3B
$4.3B
Q1 25
$14.9B
$4.2B
Q4 24
$14.6B
$4.3B
Q3 24
$14.8B
$4.3B
Q2 24
$14.8B
$4.1B
Debt / Equity
AME
AME
ROKU
ROKU
Q1 26
Q4 25
0.21×
Q3 25
Q2 25
Q1 25
Q4 24
0.22×
Q3 24
Q2 24

Cash Flow & Capital Efficiency

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

Metric
AME
AME
ROKU
ROKU
Operating Cash FlowLast quarter
$199.1M
Free Cash FlowOCF − Capex
$298.4M
FCF MarginFCF / Revenue
23.9%
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$640.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AME
AME
ROKU
ROKU
Q1 26
$199.1M
Q4 25
$584.3M
$107.7M
Q3 25
$440.9M
$127.6M
Q2 25
$359.1M
$109.7M
Q1 25
$417.5M
$138.7M
Q4 24
$550.0M
$79.3M
Q3 24
$487.2M
$68.7M
Q2 24
$381.4M
$23.4M
Free Cash Flow
AME
AME
ROKU
ROKU
Q1 26
$298.4M
Q4 25
$527.3M
$106.6M
Q3 25
$420.0M
$126.5M
Q2 25
$329.8M
$108.6M
Q1 25
$394.5M
$136.8M
Q4 24
$498.3M
$76.8M
Q3 24
$460.9M
$67.6M
Q2 24
$360.0M
$22.5M
FCF Margin
AME
AME
ROKU
ROKU
Q1 26
23.9%
Q4 25
26.4%
7.6%
Q3 25
22.2%
10.4%
Q2 25
18.5%
9.8%
Q1 25
22.8%
13.4%
Q4 24
28.3%
6.4%
Q3 24
27.0%
6.4%
Q2 24
20.8%
2.3%
Capex Intensity
AME
AME
ROKU
ROKU
Q1 26
Q4 25
2.9%
0.1%
Q3 25
1.1%
0.1%
Q2 25
1.6%
0.1%
Q1 25
1.3%
0.2%
Q4 24
2.9%
0.2%
Q3 24
1.5%
0.1%
Q2 24
1.2%
0.1%
Cash Conversion
AME
AME
ROKU
ROKU
Q1 26
Q4 25
1.47×
1.34×
Q3 25
1.19×
5.14×
Q2 25
1.00×
10.45×
Q1 25
1.19×
Q4 24
1.42×
Q3 24
1.43×
Q2 24
1.13×

Financial Flow Comparison

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

Revenue Breakdown by Segment

AME
AME

Electronic Instruments$1.3B66%
Electromechanical$663.9M34%

ROKU
ROKU

Advertising$612.7M49%
Subscriptions$518.5M42%
Devices$117.6M9%

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