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Side-by-side financial comparison of COMMUNITY FINANCIAL SYSTEM, INC. (CBU) and STRATTEC SECURITY CORP (STRT). Click either name above to swap in a different company.
COMMUNITY FINANCIAL SYSTEM, INC. is the larger business by last-quarter revenue ($214.5M vs $137.5M, roughly 1.6× STRATTEC SECURITY CORP). COMMUNITY FINANCIAL SYSTEM, INC. runs the higher net margin — 26.7% vs 3.6%, a 23.1% gap on every dollar of revenue. On growth, COMMUNITY FINANCIAL SYSTEM, INC. posted the faster year-over-year revenue change (8.7% vs 5.9%). Over the past eight quarters, COMMUNITY FINANCIAL SYSTEM, INC.'s revenue compounded faster (7.9% CAGR vs 7.7%).
Community Health Systems (CHS) is a Fortune 500 company based in Franklin, Tennessee. It was the largest provider of general hospital healthcare services in the United States in terms of number of acute care facilities. In 2014, CHS had around 200 hospitals, but the number had declined to around 85 in 2021.
STRATTEC Security Corp designs, manufactures and markets mechanical and electronic security access products, including automotive locks, keys, passive entry systems, and trunk release mechanisms. It primarily serves global automotive original equipment manufacturers, heavy-duty vehicle makers, and the automotive aftermarket across North America, Europe and Asia Pacific.
CBU vs STRT — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $214.5M | $137.5M |
| Net Profit | $57.2M | $4.9M |
| Gross Margin | — | 16.5% |
| Operating Margin | — | 3.5% |
| Net Margin | 26.7% | 3.6% |
| Revenue YoY | 8.7% | 5.9% |
| Net Profit YoY | 15.3% | 275.1% |
| EPS (diluted) | $1.15 | $1.20 |
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 | $214.5M | — | ||
| Q4 25 | $217.0M | $137.5M | ||
| Q3 25 | $208.1M | $152.4M | ||
| Q2 25 | $200.5M | $152.0M | ||
| Q1 25 | $197.3M | $144.1M | ||
| Q4 24 | $197.4M | $129.9M | ||
| Q3 24 | $190.3M | $139.1M | ||
| Q2 24 | $184.3M | — |
| Q1 26 | $57.2M | — | ||
| Q4 25 | $54.4M | $4.9M | ||
| Q3 25 | $55.1M | $8.5M | ||
| Q2 25 | $51.3M | $8.3M | ||
| Q1 25 | $49.6M | $5.4M | ||
| Q4 24 | $49.8M | $1.3M | ||
| Q3 24 | $43.9M | $3.7M | ||
| Q2 24 | $47.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 16.5% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | — | 16.7% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | 33.1% | 3.5% | ||
| Q3 25 | 35.2% | 6.9% | ||
| Q2 25 | 32.9% | 5.6% | ||
| Q1 25 | 32.6% | 4.9% | ||
| Q4 24 | 32.7% | 1.6% | ||
| Q3 24 | 30.0% | 3.6% | ||
| Q2 24 | 33.7% | — |
| Q1 26 | 26.7% | — | ||
| Q4 25 | 25.1% | 3.6% | ||
| Q3 25 | 26.5% | 5.6% | ||
| Q2 25 | 25.6% | 5.4% | ||
| Q1 25 | 25.1% | 3.7% | ||
| Q4 24 | 25.2% | 1.0% | ||
| Q3 24 | 23.1% | 2.7% | ||
| Q2 24 | 26.0% | — |
| Q1 26 | $1.15 | — | ||
| Q4 25 | $1.03 | $1.20 | ||
| Q3 25 | $1.04 | $2.07 | ||
| Q2 25 | $0.97 | $2.02 | ||
| Q1 25 | $0.93 | $1.32 | ||
| Q4 24 | $0.94 | $0.32 | ||
| Q3 24 | $0.83 | $0.92 | ||
| Q2 24 | $0.91 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $572.2M | $99.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $236.8M |
| Total Assets | $17.5B | $392.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $572.2M | — | ||
| Q4 25 | $301.8M | $99.0M | ||
| Q3 25 | $245.2M | $90.5M | ||
| Q2 25 | $237.2M | $84.6M | ||
| Q1 25 | $518.0M | $62.1M | ||
| Q4 24 | $197.0M | $42.6M | ||
| Q3 24 | $346.1M | $34.4M | ||
| Q2 24 | $201.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $990.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $236.8M | ||
| Q3 25 | $1.9B | $230.5M | ||
| Q2 25 | $1.9B | $221.6M | ||
| Q1 25 | $1.8B | $210.7M | ||
| Q4 24 | $1.8B | $204.5M | ||
| Q3 24 | $1.8B | $203.0M | ||
| Q2 24 | $1.7B | — |
| Q1 26 | $17.5B | — | ||
| Q4 25 | $17.3B | $392.2M | ||
| Q3 25 | $17.0B | $390.1M | ||
| Q2 25 | $16.7B | $391.5M | ||
| Q1 25 | $16.8B | $387.4M | ||
| Q4 24 | $16.4B | $355.9M | ||
| Q3 24 | $16.4B | $366.9M | ||
| Q2 24 | $15.9B | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.56× | — | ||
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $13.9M |
| Free Cash FlowOCF − Capex | — | $11.3M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | — | 2.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | $67.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $301.9M | $13.9M | ||
| Q3 25 | $101.1M | $11.3M | ||
| Q2 25 | $53.7M | $30.2M | ||
| Q1 25 | $62.5M | $20.7M | ||
| Q4 24 | $242.3M | $9.4M | ||
| Q3 24 | $56.9M | $11.3M | ||
| Q2 24 | $39.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | $233.3M | $11.3M | ||
| Q3 25 | $83.4M | $9.8M | ||
| Q2 25 | $36.4M | $27.2M | ||
| Q1 25 | $52.0M | $19.6M | ||
| Q4 24 | $221.6M | $8.5M | ||
| Q3 24 | $51.9M | $9.3M | ||
| Q2 24 | $33.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 107.5% | 8.2% | ||
| Q3 25 | 40.1% | 6.4% | ||
| Q2 25 | 18.1% | 17.9% | ||
| Q1 25 | 26.3% | 13.6% | ||
| Q4 24 | 112.2% | 6.6% | ||
| Q3 24 | 27.3% | 6.7% | ||
| Q2 24 | 18.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 31.6% | 1.9% | ||
| Q3 25 | 8.5% | 1.0% | ||
| Q2 25 | 8.6% | 2.0% | ||
| Q1 25 | 5.3% | 0.8% | ||
| Q4 24 | 10.5% | 0.7% | ||
| Q3 24 | 2.6% | 1.5% | ||
| Q2 24 | 3.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.55× | 2.81× | ||
| Q3 25 | 1.84× | 1.33× | ||
| Q2 25 | 1.05× | 3.65× | ||
| Q1 25 | 1.26× | 3.84× | ||
| Q4 24 | 4.87× | 7.16× | ||
| Q3 24 | 1.30× | 3.06× | ||
| Q2 24 | 0.83× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CBU
Segment breakdown not available.
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
