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Side-by-side financial comparison of Amphenol (APH) and IMPERIAL OIL LTD (IMO). Click either name above to swap in a different company.
IMPERIAL OIL LTD is the larger business by last-quarter revenue ($8.2B vs $7.6B, roughly 1.1× Amphenol). Amphenol runs the higher net margin — 12.4% vs 4.4%, a 8.0% gap on every dollar of revenue. On growth, Amphenol posted the faster year-over-year revenue change (58.4% vs -10.5%). IMPERIAL OIL LTD produced more free cash flow last quarter ($938.8M vs $831.2M). Over the past eight quarters, Amphenol's revenue compounded faster (45.3% CAGR vs -4.2%).
Amphenol Corporation is an American producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
APH vs IMO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $7.6B | $8.2B |
| Net Profit | $943.3M | $359.2M |
| Gross Margin | 36.7% | — |
| Operating Margin | 24.0% | 5.6% |
| Net Margin | 12.4% | 4.4% |
| Revenue YoY | 58.4% | -10.5% |
| Net Profit YoY | 26.8% | -59.8% |
| EPS (diluted) | $0.72 | — |
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 | $7.6B | — | ||
| Q4 25 | $6.4B | $8.2B | ||
| Q3 25 | $6.2B | $8.8B | ||
| Q2 25 | $5.7B | $8.2B | ||
| Q1 25 | $4.8B | $9.1B | ||
| Q4 24 | $4.3B | $9.2B | ||
| Q3 24 | $4.0B | $9.7B | ||
| Q2 24 | $3.6B | $9.8B |
| Q1 26 | $943.3M | — | ||
| Q4 25 | $1.2B | $359.2M | ||
| Q3 25 | $1.2B | $393.5M | ||
| Q2 25 | $1.1B | $692.8M | ||
| Q1 25 | $737.8M | $940.2M | ||
| Q4 24 | $746.1M | $894.3M | ||
| Q3 24 | $604.4M | $903.0M | ||
| Q2 24 | $524.8M | $827.1M |
| Q1 26 | 36.7% | — | ||
| Q4 25 | 38.2% | — | ||
| Q3 25 | 38.1% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 34.2% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 33.6% | — | ||
| Q2 24 | 33.6% | — |
| Q1 26 | 24.0% | — | ||
| Q4 25 | 26.8% | 5.6% | ||
| Q3 25 | 27.5% | 5.8% | ||
| Q2 25 | 25.1% | 11.1% | ||
| Q1 25 | 21.3% | 13.5% | ||
| Q4 24 | 22.1% | 12.5% | ||
| Q3 24 | 20.3% | 12.1% | ||
| Q2 24 | 19.4% | 11.1% |
| Q1 26 | 12.4% | — | ||
| Q4 25 | 18.6% | 4.4% | ||
| Q3 25 | 20.1% | 4.5% | ||
| Q2 25 | 19.3% | 8.4% | ||
| Q1 25 | 15.3% | 10.3% | ||
| Q4 24 | 17.3% | 9.7% | ||
| Q3 24 | 15.0% | 9.3% | ||
| Q2 24 | 14.5% | 8.5% |
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.93 | — | ||
| Q3 25 | $0.97 | — | ||
| Q2 25 | $0.86 | — | ||
| Q1 25 | $0.58 | — | ||
| Q4 24 | $0.16 | — | ||
| Q3 24 | $0.48 | — | ||
| Q2 24 | $0.41 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.6B | $833.7M |
| Total DebtLower is stronger | $18.7B | $2.9B |
| Stockholders' EquityBook value | $14.1B | $16.2B |
| Total Assets | $42.1B | $30.9B |
| Debt / EquityLower = less leverage | 1.33× | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.6B | — | ||
| Q4 25 | $11.4B | $833.7M | ||
| Q3 25 | $3.9B | $1.4B | ||
| Q2 25 | $3.2B | $1.7B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $3.3B | $714.7M | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.3B | $1.5B |
| Q1 26 | $18.7B | — | ||
| Q4 25 | $14.6B | $2.9B | ||
| Q3 25 | $7.1B | $2.9B | ||
| Q2 25 | $7.1B | $2.9B | ||
| Q1 25 | $6.8B | $2.9B | ||
| Q4 24 | $6.5B | $2.9B | ||
| Q3 24 | $5.1B | $2.9B | ||
| Q2 24 | $5.0B | $2.9B |
| Q1 26 | $14.1B | — | ||
| Q4 25 | $13.4B | $16.2B | ||
| Q3 25 | $12.5B | $17.3B | ||
| Q2 25 | $11.5B | $18.2B | ||
| Q1 25 | $10.3B | $17.8B | ||
| Q4 24 | $9.8B | $17.1B | ||
| Q3 24 | $9.5B | $17.3B | ||
| Q2 24 | $9.0B | $17.5B |
| Q1 26 | $42.1B | — | ||
| Q4 25 | $36.2B | $30.9B | ||
| Q3 25 | $27.1B | $31.4B | ||
| Q2 25 | $25.7B | $32.2B | ||
| Q1 25 | $22.9B | $32.0B | ||
| Q4 24 | $21.4B | $31.3B | ||
| Q3 24 | $19.6B | $31.0B | ||
| Q2 24 | $18.6B | $32.2B |
| Q1 26 | 1.33× | — | ||
| Q4 25 | 1.09× | 0.18× | ||
| Q3 25 | 0.57× | 0.17× | ||
| Q2 25 | 0.62× | 0.16× | ||
| Q1 25 | 0.66× | 0.16× | ||
| Q4 24 | 0.66× | 0.17× | ||
| Q3 24 | 0.54× | 0.17× | ||
| Q2 24 | 0.56× | 0.17× |
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 | $1.1B | $1.4B |
| Free Cash FlowOCF − Capex | $831.2M | $938.8M |
| FCF MarginFCF / Revenue | 10.9% | 11.4% |
| Capex IntensityCapex / Revenue | 3.8% | 5.6% |
| Cash ConversionOCF / Net Profit | 1.19× | 3.90× |
| TTM Free Cash FlowTrailing 4 quarters | $4.6B | $3.4B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $764.9M | $1.1B | ||
| Q4 24 | $847.1M | $1.3B | ||
| Q3 24 | $704.0M | $1.1B | ||
| Q2 24 | $664.1M | $1.2B |
| Q1 26 | $831.2M | — | ||
| Q4 25 | $1.5B | $938.8M | ||
| Q3 25 | $1.2B | $944.6M | ||
| Q2 25 | $1.1B | $725.6M | ||
| Q1 25 | $576.3M | $824.2M | ||
| Q4 24 | $647.3M | $997.2M | ||
| Q3 24 | $474.0M | $730.7M | ||
| Q2 24 | $522.8M | $852.6M |
| Q1 26 | 10.9% | — | ||
| Q4 25 | 22.8% | 11.4% | ||
| Q3 25 | 19.6% | 10.7% | ||
| Q2 25 | 19.8% | 8.8% | ||
| Q1 25 | 12.0% | 9.0% | ||
| Q4 24 | 15.0% | 10.8% | ||
| Q3 24 | 11.7% | 7.5% | ||
| Q2 24 | 14.5% | 8.7% |
| Q1 26 | 3.8% | — | ||
| Q4 25 | 3.9% | 5.6% | ||
| Q3 25 | 4.2% | 4.2% | ||
| Q2 25 | 5.3% | 4.2% | ||
| Q1 25 | 3.9% | 3.2% | ||
| Q4 24 | 4.6% | 3.4% | ||
| Q3 24 | 5.7% | 3.7% | ||
| Q2 24 | 3.9% | 3.4% |
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | 3.90× | ||
| Q3 25 | 1.18× | 3.34× | ||
| Q2 25 | 1.30× | 1.54× | ||
| Q1 25 | 1.04× | 1.19× | ||
| Q4 24 | 1.14× | 1.46× | ||
| Q3 24 | 1.16× | 1.20× | ||
| Q2 24 | 1.27× | 1.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APH
| Communications Solutions | $4.5B | 60% |
| Harsh Environment Solutions | $1.7B | 22% |
| Interconnect and Sensor Systems | $1.4B | 18% |
IMO
Segment breakdown not available.
