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Side-by-side financial comparison of CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) and Fabrinet (FN). Click either name above to swap in a different company.
CHECK POINT SOFTWARE TECHNOLOGIES LTD is the larger business by last-quarter revenue ($2.0B vs $1.1B, roughly 1.7× Fabrinet). CHECK POINT SOFTWARE TECHNOLOGIES LTD runs the higher net margin — 38.0% vs 9.9%, a 28.0% gap on every dollar of revenue. CHECK POINT SOFTWARE TECHNOLOGIES LTD produced more free cash flow last quarter ($895.5M vs $-5.3M).
Check Point Software Technologies is an Israeli cybersecurity company with operations in over 60 countries. Its headquarters are located in Tel Aviv, Israel, and the company maintains a significant presence in Redwood City, California, United States. The company protects over 100,000 organizations globally and is home to the Check Point Research team. It is a partner organization of the World Economic Forum.
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.
CHKP vs FN — Head-to-Head
Income Statement — Q3 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.1B |
| Net Profit | $752.4M | $112.6M |
| Gross Margin | 86.7% | 12.2% |
| Operating Margin | 30.2% | 10.1% |
| Net Margin | 38.0% | 9.9% |
| Revenue YoY | — | 35.9% |
| Net Profit YoY | — | 30.0% |
| EPS (diluted) | $6.81 | $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 | — | $1.1B | ||
| Q3 25 | $2.0B | $978.1M | ||
| Q2 25 | — | $909.7M | ||
| Q1 25 | — | $871.8M | ||
| Q4 24 | — | $833.6M | ||
| Q3 24 | — | $804.2M | ||
| Q2 24 | — | $753.3M | ||
| Q1 24 | — | $731.5M |
| Q4 25 | — | $112.6M | ||
| Q3 25 | $752.4M | $95.9M | ||
| Q2 25 | — | $87.2M | ||
| Q1 25 | — | $81.3M | ||
| Q4 24 | — | $86.6M | ||
| Q3 24 | — | $77.4M | ||
| Q2 24 | — | $81.1M | ||
| Q1 24 | — | $80.9M |
| Q4 25 | — | 12.2% | ||
| Q3 25 | 86.7% | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 12.4% |
| Q4 25 | — | 10.1% | ||
| Q3 25 | 30.2% | 9.6% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | — | 9.7% |
| Q4 25 | — | 9.9% | ||
| Q3 25 | 38.0% | 9.8% | ||
| Q2 25 | — | 9.6% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | — | 10.8% | ||
| Q1 24 | — | 11.1% |
| Q4 25 | — | $3.11 | ||
| Q3 25 | $6.81 | $2.66 | ||
| Q2 25 | — | $2.41 | ||
| Q1 25 | — | $2.25 | ||
| Q4 24 | — | $2.38 | ||
| Q3 24 | — | $2.13 | ||
| Q2 24 | — | $2.22 | ||
| Q1 24 | — | $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 | $619.9M | $960.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.1B | $2.2B |
| Total Assets | $5.7B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $960.8M | ||
| Q3 25 | $619.9M | $968.8M | ||
| Q2 25 | — | $934.2M | ||
| Q1 25 | — | $950.7M | ||
| Q4 24 | — | $934.6M | ||
| Q3 24 | — | $908.9M | ||
| Q2 24 | — | $858.6M | ||
| Q1 24 | — | $794.0M |
| Q4 25 | — | $2.2B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.7B |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $5.7B | $3.0B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.3B | ||
| Q1 24 | — | $2.2B |
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 | $914.9M | $46.3M |
| Free Cash FlowOCF − Capex | $895.5M | $-5.3M |
| FCF MarginFCF / Revenue | 45.2% | -0.5% |
| Capex IntensityCapex / Revenue | 1.0% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.22× | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $46.3M | ||
| Q3 25 | $914.9M | $102.6M | ||
| Q2 25 | — | $55.1M | ||
| Q1 25 | — | $74.2M | ||
| Q4 24 | — | $115.9M | ||
| Q3 24 | — | $83.2M | ||
| Q2 24 | — | $83.1M | ||
| Q1 24 | — | $100.9M |
| Q4 25 | — | $-5.3M | ||
| Q3 25 | $895.5M | $57.3M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | — | $62.9M | ||
| Q2 24 | — | $70.4M | ||
| Q1 24 | — | $87.3M |
| Q4 25 | — | -0.5% | ||
| Q3 25 | 45.2% | 5.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | 1.0% | 4.6% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 1.9% |
| Q4 25 | — | 0.41× | ||
| Q3 25 | 1.22× | 1.07× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 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
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
