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Side-by-side financial comparison of CF Industries (CF) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
CF Industries is the larger business by last-quarter revenue ($1.9B vs $558.0M, roughly 3.4× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 22.8%). Over the past eight quarters, CF Industries's revenue compounded faster (12.8% CAGR vs 12.7%).
CF Industries Holdings, Inc. is an American manufacturer and distributor of agricultural fertilizers, including ammonia, urea, and ammonium nitrate products. The company is based in Northbrook, Illinois, a suburb of Chicago, and was founded in 1946 as the Central Farmers Fertilizer Company. For its first 56 years, it was a federation of regional agricultural supply cooperatives. CF then demutualized, and became a publicly traded company.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
CF vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $558.0M |
| Net Profit | $495.0M | — |
| Gross Margin | 40.9% | 49.3% |
| Operating Margin | 33.0% | -647.5% |
| Net Margin | 26.4% | — |
| Revenue YoY | 22.8% | 27.4% |
| Net Profit YoY | 26.3% | — |
| EPS (diluted) | $2.56 | — |
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 | — | $558.0M | ||
| Q4 25 | $1.9B | $446.0M | ||
| Q3 25 | $1.7B | $504.0M | ||
| Q2 25 | $1.9B | $506.0M | ||
| Q1 25 | $1.7B | $438.0M | ||
| Q4 24 | $1.5B | $490.0M | ||
| Q3 24 | $1.4B | $486.0M | ||
| Q2 24 | $1.6B | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $495.0M | $-127.0M | ||
| Q3 25 | $460.0M | $-96.0M | ||
| Q2 25 | $492.0M | $-67.0M | ||
| Q1 25 | $351.0M | $-102.0M | ||
| Q4 24 | $392.0M | $-71.0M | ||
| Q3 24 | $341.0M | $-2.7B | ||
| Q2 24 | $506.0M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | 40.9% | 45.3% | ||
| Q3 25 | 38.1% | 48.2% | ||
| Q2 25 | 39.9% | 49.8% | ||
| Q1 25 | 34.4% | 47.3% | ||
| Q4 24 | 34.4% | 49.2% | ||
| Q3 24 | 32.4% | 48.8% | ||
| Q2 24 | 43.2% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | 33.0% | -31.4% | ||
| Q3 25 | 35.0% | -21.6% | ||
| Q2 25 | 34.3% | -14.6% | ||
| Q1 25 | 27.4% | -26.7% | ||
| Q4 24 | 28.9% | -17.6% | ||
| Q3 24 | 26.6% | -577.6% | ||
| Q2 24 | 40.6% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | -28.5% | ||
| Q3 25 | 27.7% | -19.0% | ||
| Q2 25 | 26.0% | -13.2% | ||
| Q1 25 | 21.1% | -23.3% | ||
| Q4 24 | 25.7% | -14.5% | ||
| Q3 24 | 24.9% | -558.6% | ||
| Q2 24 | 32.2% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $2.56 | $-0.15 | ||
| Q3 25 | $2.19 | $-0.12 | ||
| Q2 25 | $2.37 | $-0.08 | ||
| Q1 25 | $1.85 | $-0.13 | ||
| Q4 24 | $1.86 | $-0.09 | ||
| Q3 24 | $1.55 | $-3.35 | ||
| Q2 24 | $2.30 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.2B |
| Total DebtLower is stronger | $3.2B | — |
| Stockholders' EquityBook value | $4.8B | $8.2B |
| Total Assets | $14.1B | $8.7B |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $3.0B | — |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $4.8B | $11.9B | ||
| Q3 25 | $4.8B | $11.9B | ||
| Q2 25 | $5.0B | $12.1B | ||
| Q1 25 | $4.8B | $12.0B | ||
| Q4 24 | $5.0B | $12.1B | ||
| Q3 24 | $5.2B | $12.1B | ||
| Q2 24 | $5.5B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $14.1B | $12.5B | ||
| Q3 25 | $14.2B | $12.5B | ||
| Q2 25 | $13.8B | $12.6B | ||
| Q1 25 | $13.3B | $12.5B | ||
| Q4 24 | $13.5B | $12.6B | ||
| Q3 24 | $13.8B | $12.6B | ||
| Q2 24 | $13.8B | $15.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | 0.62× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.57× | — | ||
| Q2 24 | 0.54× | — |
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 | $539.0M | $75.0M |
| Free Cash FlowOCF − Capex | $313.0M | — |
| FCF MarginFCF / Revenue | 16.7% | — |
| Capex IntensityCapex / Revenue | 12.1% | — |
| Cash ConversionOCF / Net Profit | 1.09× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | $539.0M | $113.0M | ||
| Q3 25 | $1.1B | $167.0M | ||
| Q2 25 | $563.0M | $213.0M | ||
| Q1 25 | $586.0M | $109.0M | ||
| Q4 24 | $420.0M | $204.0M | ||
| Q3 24 | $931.0M | $126.0M | ||
| Q2 24 | $475.0M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $313.0M | $86.0M | ||
| Q3 25 | $717.0M | $143.0M | ||
| Q2 25 | $318.0M | $199.0M | ||
| Q1 25 | $454.0M | $95.0M | ||
| Q4 24 | $223.0M | $191.0M | ||
| Q3 24 | $792.0M | $104.0M | ||
| Q2 24 | $391.0M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 19.3% | ||
| Q3 25 | 43.2% | 28.4% | ||
| Q2 25 | 16.8% | 39.3% | ||
| Q1 25 | 27.3% | 21.7% | ||
| Q4 24 | 14.6% | 39.0% | ||
| Q3 24 | 57.8% | 21.4% | ||
| Q2 24 | 24.9% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 12.1% | 6.1% | ||
| Q3 25 | 20.9% | 4.8% | ||
| Q2 25 | 13.0% | 2.8% | ||
| Q1 25 | 7.9% | 3.2% | ||
| Q4 24 | 12.9% | 2.7% | ||
| Q3 24 | 10.1% | 4.5% | ||
| Q2 24 | 5.3% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.09× | — | ||
| Q3 25 | 2.31× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.67× | — | ||
| Q4 24 | 1.07× | — | ||
| Q3 24 | 2.73× | — | ||
| Q2 24 | 0.94× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CF
| Ammonia | $591.0M | 32% |
| UAN | $493.0M | 26% |
| Urea | $372.0M | 20% |
| Other | $244.0M | 13% |
| Other Products | $147.0M | 8% |
| Ammonium Nitrate Segment | $25.0M | 1% |
MBLY
Segment breakdown not available.
