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Side-by-side financial comparison of Ametek (AME) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $2.0B, roughly 1.2× Ametek). Ametek runs the higher net margin — 19.9% vs 10.4%, a 9.6% gap on every dollar of revenue. On growth, Ametek posted the faster year-over-year revenue change (13.4% vs 12.6%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $527.3M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 7.3%).
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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
AME vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $2.4B |
| Net Profit | $398.6M | $252.0M |
| Gross Margin | 36.0% | — |
| Operating Margin | 25.3% | 10.6% |
| Net Margin | 19.9% | 10.4% |
| Revenue YoY | 13.4% | 12.6% |
| Net Profit YoY | 2.9% | 30.6% |
| EPS (diluted) | $1.73 | $0.94 |
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 | $2.0B | $2.4B | ||
| Q3 25 | $1.9B | $2.3B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.7B | $2.2B | ||
| Q4 24 | $1.8B | $2.2B | ||
| Q3 24 | $1.7B | $2.1B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.7B | $1.9B |
| Q4 25 | $398.6M | $252.0M | ||
| Q3 25 | $371.4M | $228.0M | ||
| Q2 25 | $358.4M | $68.0M | ||
| Q1 25 | $351.8M | $94.0M | ||
| Q4 24 | $387.3M | $193.0M | ||
| Q3 24 | $340.2M | $132.0M | ||
| Q2 24 | $337.7M | $107.0M | ||
| Q1 24 | $310.9M | $1.2B |
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 34.1% | — |
| Q4 25 | 25.3% | 10.6% | ||
| Q3 25 | 25.8% | 10.6% | ||
| Q2 25 | 26.0% | 1.7% | ||
| Q1 25 | 26.3% | 3.4% | ||
| Q4 24 | 26.6% | 7.6% | ||
| Q3 24 | 26.1% | 5.3% | ||
| Q2 24 | 25.8% | 3.2% | ||
| Q1 24 | 24.0% | 4.1% |
| Q4 25 | 19.9% | 10.4% | ||
| Q3 25 | 19.6% | 9.7% | ||
| Q2 25 | 20.2% | 3.0% | ||
| Q1 25 | 20.3% | 4.3% | ||
| Q4 24 | 22.0% | 8.9% | ||
| Q3 24 | 19.9% | 6.3% | ||
| Q2 24 | 19.5% | 5.4% | ||
| Q1 24 | 17.9% | 61.8% |
| Q4 25 | $1.73 | $0.94 | ||
| Q3 25 | $1.60 | $0.84 | ||
| Q2 25 | $1.55 | $0.25 | ||
| Q1 25 | $1.52 | $0.34 | ||
| Q4 24 | $1.67 | $0.72 | ||
| Q3 24 | $1.47 | $0.49 | ||
| Q2 24 | $1.45 | $0.40 | ||
| Q1 24 | $1.34 | $4.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $458.0M | $6.8B |
| Total DebtLower is stronger | $2.3B | — |
| Stockholders' EquityBook value | $10.6B | $8.9B |
| Total Assets | $16.1B | $17.8B |
| Debt / EquityLower = less leverage | 0.21× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $458.0M | $6.8B | ||
| Q3 25 | $439.2M | $8.2B | ||
| Q2 25 | $619.7M | $8.0B | ||
| Q1 25 | $399.0M | $8.0B | ||
| Q4 24 | $374.0M | $7.2B | ||
| Q3 24 | $396.3M | $7.4B | ||
| Q2 24 | $396.6M | $7.2B | ||
| Q1 24 | $373.8M | $7.8B |
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $10.6B | $8.9B | ||
| Q3 25 | $10.5B | $9.2B | ||
| Q2 25 | $10.4B | $8.9B | ||
| Q1 25 | $10.0B | $9.0B | ||
| Q4 24 | $9.7B | $8.6B | ||
| Q3 24 | $9.6B | $8.3B | ||
| Q2 24 | $9.3B | $8.2B | ||
| Q1 24 | $9.0B | $8.1B |
| Q4 25 | $16.1B | $17.8B | ||
| Q3 25 | $16.2B | $18.0B | ||
| Q2 25 | $15.3B | $17.2B | ||
| Q1 25 | $14.9B | $18.0B | ||
| Q4 24 | $14.6B | $16.4B | ||
| Q3 24 | $14.8B | $16.2B | ||
| Q2 24 | $14.8B | $15.9B | ||
| Q1 24 | $14.9B | $16.5B |
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.37× |
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 | $584.3M | $588.0M |
| Free Cash FlowOCF − Capex | $527.3M | $550.0M |
| FCF MarginFCF / Revenue | 26.4% | 22.6% |
| Capex IntensityCapex / Revenue | 2.9% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.47× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $584.3M | $588.0M | ||
| Q3 25 | $440.9M | $616.0M | ||
| Q2 25 | $359.1M | $457.0M | ||
| Q1 25 | $417.5M | $1.1B | ||
| Q4 24 | $550.0M | $406.0M | ||
| Q3 24 | $487.2M | $571.0M | ||
| Q2 24 | $381.4M | $372.0M | ||
| Q1 24 | $410.2M | $995.6M |
| Q4 25 | $527.3M | $550.0M | ||
| Q3 25 | $420.0M | $588.0M | ||
| Q2 25 | $329.8M | $421.0M | ||
| Q1 25 | $394.5M | $1.0B | ||
| Q4 24 | $498.3M | $359.0M | ||
| Q3 24 | $460.9M | $516.0M | ||
| Q2 24 | $360.0M | $291.0M | ||
| Q1 24 | $382.6M | $947.6M |
| Q4 25 | 26.4% | 22.6% | ||
| Q3 25 | 22.2% | 25.0% | ||
| Q2 25 | 18.5% | 18.8% | ||
| Q1 25 | 22.8% | 46.4% | ||
| Q4 24 | 28.3% | 16.6% | ||
| Q3 24 | 27.0% | 24.7% | ||
| Q2 24 | 20.8% | 14.6% | ||
| Q1 24 | 22.0% | 49.3% |
| Q4 25 | 2.9% | 1.6% | ||
| Q3 25 | 1.1% | 1.2% | ||
| Q2 25 | 1.6% | 1.6% | ||
| Q1 25 | 1.3% | 3.9% | ||
| Q4 24 | 2.9% | 2.2% | ||
| Q3 24 | 1.5% | 2.6% | ||
| Q2 24 | 1.2% | 4.1% | ||
| Q1 24 | 1.6% | 2.5% |
| Q4 25 | 1.47× | 2.33× | ||
| Q3 25 | 1.19× | 2.70× | ||
| Q2 25 | 1.00× | 6.72× | ||
| Q1 25 | 1.19× | 11.83× | ||
| Q4 24 | 1.42× | 2.10× | ||
| Q3 24 | 1.43× | 4.33× | ||
| Q2 24 | 1.13× | 3.48× | ||
| Q1 24 | 1.32× | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
