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Side-by-side financial comparison of Bilibili Inc. (BILI) and Fabrinet (FN). Click either name above to swap in a different company.
Bilibili Inc. is the larger business by last-quarter revenue ($1.3B vs $1.1B, roughly 1.1× Fabrinet). Fabrinet runs the higher net margin — 9.9% vs 6.0%, a 4.0% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 26.2%). Over the past eight quarters, Bilibili Inc.'s revenue compounded faster (27.3% CAGR vs 24.4%).
Bilibili, nicknamed B Site, is a Chinese online video sharing website based in Shanghai where users can submit, view, and add overlaid commentary on videos.
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
BILI vs FN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.1B |
| Net Profit | $75.7M | $112.6M |
| Gross Margin | 37.0% | 12.2% |
| Operating Margin | 5.8% | 10.1% |
| Net Margin | 6.0% | 9.9% |
| Revenue YoY | 26.2% | 35.9% |
| Net Profit YoY | 143.0% | 30.0% |
| EPS (diluted) | $1.14 | $3.11 |
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 | $1.3B | $1.1B | ||
| Q3 25 | $1.1B | $978.1M | ||
| Q2 25 | $1.0B | $909.7M | ||
| Q1 25 | $965.1M | $871.8M | ||
| Q4 24 | $1.0B | $833.6M | ||
| Q3 24 | $1.0B | $804.2M | ||
| Q2 24 | $843.1M | $753.3M | ||
| Q1 24 | $784.5M | $731.5M |
| Q4 25 | $75.7M | $112.6M | ||
| Q3 25 | $65.9M | $95.9M | ||
| Q2 25 | $30.5M | $87.2M | ||
| Q1 25 | $-1.5M | $81.3M | ||
| Q4 24 | $-176.0M | $86.6M | ||
| Q3 24 | $11.4M | $77.4M | ||
| Q2 24 | $83.7M | $81.1M | ||
| Q1 24 | $-105.9M | $80.9M |
| Q4 25 | 37.0% | 12.2% | ||
| Q3 25 | 36.7% | 11.9% | ||
| Q2 25 | 36.5% | 12.2% | ||
| Q1 25 | 36.3% | 11.7% | ||
| Q4 24 | 36.2% | 12.1% | ||
| Q3 24 | 34.9% | 12.3% | ||
| Q2 24 | 29.9% | 12.3% | ||
| Q1 24 | 28.3% | 12.4% |
| Q4 25 | 5.8% | 10.1% | ||
| Q3 25 | 4.6% | 9.6% | ||
| Q2 25 | 3.4% | 9.8% | ||
| Q1 25 | 0.2% | 9.0% | ||
| Q4 24 | -16.0% | 9.5% | ||
| Q3 24 | 0.9% | 9.6% | ||
| Q2 24 | 9.5% | 9.7% | ||
| Q1 24 | -14.5% | 9.7% |
| Q4 25 | 6.0% | 9.9% | ||
| Q3 25 | 6.1% | 9.8% | ||
| Q2 25 | 3.0% | 9.6% | ||
| Q1 25 | -0.2% | 9.3% | ||
| Q4 24 | -17.5% | 10.4% | ||
| Q3 24 | 1.1% | 9.6% | ||
| Q2 24 | 9.9% | 10.8% | ||
| Q1 24 | -13.5% | 11.1% |
| Q4 25 | $1.14 | $3.11 | ||
| Q3 25 | $1.05 | $2.66 | ||
| Q2 25 | $0.51 | $2.41 | ||
| Q1 25 | $0.00 | $2.25 | ||
| Q4 24 | $0.21 | $2.38 | ||
| Q3 24 | $-0.03 | $2.13 | ||
| Q2 24 | $-0.20 | $2.22 | ||
| Q1 24 | $-1.80 | $2.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.7B | $960.8M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $2.2B | $2.2B |
| Total Assets | $5.9B | $3.3B |
| Debt / EquityLower = less leverage | 0.62× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.7B | $960.8M | ||
| Q3 25 | $2.4B | $968.8M | ||
| Q2 25 | — | $934.2M | ||
| Q1 25 | $1.9B | $950.7M | ||
| Q4 24 | $1.8B | $934.6M | ||
| Q3 24 | $11.7B | $908.9M | ||
| Q2 24 | — | $858.6M | ||
| Q1 24 | $1.1B | $794.0M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $700.3M | — | ||
| Q4 24 | $662.5M | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $684.5M | — |
| Q4 25 | $2.2B | $2.2B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $13.7B | $1.8B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | $1.9B | $1.7B |
| Q4 25 | $5.9B | $3.3B | ||
| Q3 25 | $5.6B | $3.0B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | $4.6B | $2.6B | ||
| Q4 24 | $4.5B | $2.5B | ||
| Q3 24 | $32.0B | $2.4B | ||
| Q2 24 | — | $2.3B | ||
| Q1 24 | $4.2B | $2.2B |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.31× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.36× | — |
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 | $263.1M | $46.3M |
| Free Cash FlowOCF − Capex | — | $-5.3M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | 3.47× | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $263.1M | $46.3M | ||
| Q3 25 | $283.2M | $102.6M | ||
| Q2 25 | $277.7M | $55.1M | ||
| Q1 25 | $179.4M | $74.2M | ||
| Q4 24 | $191.9M | $115.9M | ||
| Q3 24 | $2.2B | $83.2M | ||
| Q2 24 | — | $83.1M | ||
| Q1 24 | $88.3M | $100.9M |
| Q4 25 | — | $-5.3M | ||
| Q3 25 | — | $57.3M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | $174.5M | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | — | $62.9M | ||
| Q2 24 | — | $70.4M | ||
| Q1 24 | — | $87.3M |
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | 18.1% | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | 0.5% | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 1.9% |
| Q4 25 | 3.47× | 0.41× | ||
| Q3 25 | 4.30× | 1.07× | ||
| Q2 25 | 9.11× | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 195.23× | 1.07× | ||
| Q2 24 | — | 1.02× | ||
| Q1 24 | — | 1.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BILI
| Value-added services (VAS) | $466.4M | 37% |
| Advertising | $435.0M | 34% |
| Mobile games | $220.3M | 17% |
| Other | $80.8M | 6% |
| IP derivatives and others | $68.2M | 5% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
