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Side-by-side financial comparison of TopBuild Corp (BLD) and ON Semiconductor (ON). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $1.5B, roughly 1.0× TopBuild Corp). ON Semiconductor runs the higher net margin — 16.4% vs 7.0%, a 9.4% gap on every dollar of revenue. On growth, TopBuild Corp posted the faster year-over-year revenue change (13.2% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $159.4M). Over the past eight quarters, TopBuild Corp's revenue compounded faster (7.8% CAGR vs -12.3%).
HashiCorp, Inc. is an American software company with a freemium business model based in San Francisco, California. HashiCorp provides tools and products that enable developers, operators and security professionals to provision, secure, run and connect cloud-computing infrastructure. It was founded in 2012 by Mitchell Hashimoto and Armon Dadgar. The company name HashiCorp is a portmanteau of co-founder last name Hashimoto and Corporation.
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
BLD vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.6B |
| Net Profit | $104.5M | $255.0M |
| Gross Margin | 27.2% | 37.9% |
| Operating Margin | 12.1% | 17.0% |
| Net Margin | 7.0% | 16.4% |
| Revenue YoY | 13.2% | -10.0% |
| Net Profit YoY | -30.6% | -32.9% |
| EPS (diluted) | $3.69 | $0.63 |
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 | $1.5B | $1.6B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.7B | ||
| Q1 24 | $1.3B | $1.9B |
| Q4 25 | $104.5M | $255.0M | ||
| Q3 25 | $142.2M | $170.3M | ||
| Q2 25 | $151.6M | $-486.1M | ||
| Q1 25 | $123.4M | — | ||
| Q4 24 | $150.5M | $379.9M | ||
| Q3 24 | $169.0M | $401.7M | ||
| Q2 24 | $150.7M | $338.2M | ||
| Q1 24 | $152.4M | $453.0M |
| Q4 25 | 27.2% | 37.9% | ||
| Q3 25 | 30.1% | 37.6% | ||
| Q2 25 | 30.4% | 20.3% | ||
| Q1 25 | 28.5% | — | ||
| Q4 24 | 29.9% | 45.2% | ||
| Q3 24 | 30.7% | 45.4% | ||
| Q2 24 | 31.0% | 45.2% | ||
| Q1 24 | 30.3% | 45.8% |
| Q4 25 | 12.1% | 17.0% | ||
| Q3 25 | 15.4% | 13.2% | ||
| Q2 25 | 16.9% | -39.7% | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 16.6% | 23.7% | ||
| Q3 24 | 17.8% | 25.3% | ||
| Q2 24 | 15.4% | 22.4% | ||
| Q1 24 | 16.8% | 28.2% |
| Q4 25 | 7.0% | 16.4% | ||
| Q3 25 | 10.2% | 11.6% | ||
| Q2 25 | 11.7% | -33.6% | ||
| Q1 25 | 10.0% | — | ||
| Q4 24 | 11.5% | 22.1% | ||
| Q3 24 | 12.3% | 22.8% | ||
| Q2 24 | 11.0% | 19.5% | ||
| Q1 24 | 11.9% | 24.3% |
| Q4 25 | $3.69 | $0.63 | ||
| Q3 25 | $5.04 | $0.41 | ||
| Q2 25 | $5.32 | $-1.15 | ||
| Q1 25 | $4.23 | — | ||
| Q4 24 | $5.07 | $0.88 | ||
| Q3 24 | $5.65 | $0.93 | ||
| Q2 24 | $4.78 | $0.78 | ||
| Q1 24 | $4.79 | $1.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $184.7M | $2.9B |
| Total DebtLower is stronger | $2.8B | $3.4B |
| Stockholders' EquityBook value | $2.3B | $7.9B |
| Total Assets | $6.6B | $13.0B |
| Debt / EquityLower = less leverage | 1.23× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $184.7M | $2.9B | ||
| Q3 25 | $1.1B | $2.8B | ||
| Q2 25 | $842.5M | $3.0B | ||
| Q1 25 | $308.8M | — | ||
| Q4 24 | $400.3M | $3.0B | ||
| Q3 24 | $257.3M | $2.8B | ||
| Q2 24 | $463.2M | $2.7B | ||
| Q1 24 | $968.8M | $2.6B |
| Q4 25 | $2.8B | $3.4B | ||
| Q3 25 | $2.9B | $3.4B | ||
| Q2 25 | $1.9B | $3.4B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $3.4B | ||
| Q3 24 | $1.4B | $3.4B | ||
| Q2 24 | $1.4B | $3.4B | ||
| Q1 24 | $1.4B | $3.4B |
| Q4 25 | $2.3B | $7.9B | ||
| Q3 25 | $2.2B | $7.9B | ||
| Q2 25 | $2.1B | $8.0B | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.2B | $8.8B | ||
| Q3 24 | $2.1B | $8.6B | ||
| Q2 24 | $2.4B | $8.3B | ||
| Q1 24 | $2.7B | $8.1B |
| Q4 25 | $6.6B | $13.0B | ||
| Q3 25 | $6.4B | $13.1B | ||
| Q2 25 | $5.1B | $13.3B | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $4.7B | $14.1B | ||
| Q3 24 | $4.7B | $13.9B | ||
| Q2 24 | $4.9B | $13.7B | ||
| Q1 24 | $5.3B | $13.5B |
| Q4 25 | 1.23× | 0.43× | ||
| Q3 25 | 1.29× | 0.43× | ||
| Q2 25 | 0.88× | 0.42× | ||
| Q1 25 | 0.65× | — | ||
| Q4 24 | 0.62× | 0.38× | ||
| Q3 24 | 0.66× | 0.39× | ||
| Q2 24 | 0.59× | 0.41× | ||
| Q1 24 | 0.52× | 0.42× |
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 | $176.7M | $418.7M |
| Free Cash FlowOCF − Capex | $159.4M | $372.4M |
| FCF MarginFCF / Revenue | 10.7% | 24.0% |
| Capex IntensityCapex / Revenue | 1.2% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.69× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $696.9M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $176.7M | $418.7M | ||
| Q3 25 | $233.3M | $184.3M | ||
| Q2 25 | $193.7M | $602.3M | ||
| Q1 25 | $152.6M | — | ||
| Q4 24 | $266.2M | $579.7M | ||
| Q3 24 | $240.7M | $465.8M | ||
| Q2 24 | $90.4M | $362.2M | ||
| Q1 24 | $178.8M | $498.7M |
| Q4 25 | $159.4M | $372.4M | ||
| Q3 25 | $216.2M | $106.1M | ||
| Q2 25 | $182.2M | $454.7M | ||
| Q1 25 | $139.2M | — | ||
| Q4 24 | $253.7M | $434.8M | ||
| Q3 24 | $219.8M | $293.6M | ||
| Q2 24 | $74.3M | $207.7M | ||
| Q1 24 | $158.9M | $276.3M |
| Q4 25 | 10.7% | 24.0% | ||
| Q3 25 | 15.5% | 7.2% | ||
| Q2 25 | 14.0% | 31.5% | ||
| Q1 25 | 11.3% | — | ||
| Q4 24 | 19.3% | 25.2% | ||
| Q3 24 | 16.0% | 16.7% | ||
| Q2 24 | 5.4% | 12.0% | ||
| Q1 24 | 12.4% | 14.8% |
| Q4 25 | 1.2% | 3.0% | ||
| Q3 25 | 1.2% | 5.3% | ||
| Q2 25 | 0.9% | 10.2% | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.0% | 8.4% | ||
| Q3 24 | 1.5% | 9.8% | ||
| Q2 24 | 1.2% | 8.9% | ||
| Q1 24 | 1.6% | 11.9% |
| Q4 25 | 1.69× | 1.64× | ||
| Q3 25 | 1.64× | 1.08× | ||
| Q2 25 | 1.28× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.77× | 1.53× | ||
| Q3 24 | 1.42× | 1.16× | ||
| Q2 24 | 0.60× | 1.07× | ||
| Q1 24 | 1.17× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BLD
| Distribution Segment | $755.4M | 51% |
| Residential | $557.9M | 38% |
| All Other Products | $91.9M | 6% |
| Glass And Windows | $51.5M | 3% |
| Rain Gutters | $27.1M | 2% |
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
