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Side-by-side financial comparison of CNH Industrial N.V. (CNH) and Electronic Arts (EA). Click either name above to swap in a different company.

CNH Industrial N.V. is the larger business by last-quarter revenue ($3.8B vs $2.1B, roughly 1.8× Electronic Arts). Electronic Arts runs the higher net margin — 21.7% vs 0.3%, a 21.5% gap on every dollar of revenue. On growth, Electronic Arts posted the faster year-over-year revenue change (1.0% vs 0.6%). Electronic Arts produced more free cash flow last quarter ($495.0M vs $-589.0M). Over the past eight quarters, Electronic Arts's revenue compounded faster (13.0% CAGR vs -10.7%).

CNH Industrial NV is an Italian-American multinational corporation with global headquarters in Basildon, United Kingdom, but controlled and mostly owned by the multinational investment company Exor, which in turn is controlled by the Agnelli family. Through its various businesses, CNH Industrial designs, produces, and sells agricultural machinery and construction equipment. Present in all major markets worldwide, CNH Industrial is focused on expanding its presence in high-growth markets, incl...

Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. Founded in May 1982 by former Apple employee Trip Hawkins, the company was a pioneer of the early home computer game industry and promoted the designers and programmers responsible for its games as "software artists".

CNH vs EA — Head-to-Head

Bigger by revenue
CNH
CNH
1.8× larger
CNH
$3.8B
$2.1B
EA
Growing faster (revenue YoY)
EA
EA
+0.4% gap
EA
1.0%
0.6%
CNH
Higher net margin
EA
EA
21.5% more per $
EA
21.7%
0.3%
CNH
More free cash flow
EA
EA
$1.1B more FCF
EA
$495.0M
$-589.0M
CNH
Faster 2-yr revenue CAGR
EA
EA
Annualised
EA
13.0%
-10.7%
CNH

Income Statement — Q1 FY2026 vs Q4 FY2026

Metric
CNH
CNH
EA
EA
Revenue
$3.8B
$2.1B
Net Profit
$10.0M
$461.0M
Gross Margin
31.9%
82.8%
Operating Margin
0.3%
26.6%
Net Margin
0.3%
21.7%
Revenue YoY
0.6%
1.0%
Net Profit YoY
-17.8%
81.5%
EPS (diluted)
$0.01
$1.81

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.

Revenue
CNH
CNH
EA
EA
Q1 26
$3.8B
$2.1B
Q4 25
$4.5B
$1.9B
Q3 25
$3.7B
$1.8B
Q2 25
$4.0B
$1.7B
Q1 25
$3.2B
$1.9B
Q4 24
$4.1B
$1.9B
Q3 24
$4.0B
$2.0B
Q2 24
$4.8B
$1.7B
Net Profit
CNH
CNH
EA
EA
Q1 26
$10.0M
$461.0M
Q4 25
$86.0M
$88.0M
Q3 25
$80.0M
$137.0M
Q2 25
$213.0M
$201.0M
Q1 25
$131.0M
$254.0M
Q4 24
$106.0M
$293.0M
Q3 24
$306.0M
$294.0M
Q2 24
$433.0M
$280.0M
Gross Margin
CNH
CNH
EA
EA
Q1 26
31.9%
82.8%
Q4 25
18.4%
73.8%
Q3 25
19.1%
75.9%
Q2 25
20.6%
83.3%
Q1 25
19.0%
80.6%
Q4 24
19.5%
75.8%
Q3 24
21.7%
77.5%
Q2 24
22.9%
84.2%
Operating Margin
CNH
CNH
EA
EA
Q1 26
0.3%
26.6%
Q4 25
3.0%
6.7%
Q3 25
1.4%
10.9%
Q2 25
6.8%
16.2%
Q1 25
5.1%
20.8%
Q4 24
5.8%
20.0%
Q3 24
9.6%
19.0%
Q2 24
11.1%
21.9%
Net Margin
CNH
CNH
EA
EA
Q1 26
0.3%
21.7%
Q4 25
1.9%
4.6%
Q3 25
2.2%
7.4%
Q2 25
5.3%
12.0%
Q1 25
4.1%
13.4%
Q4 24
2.6%
15.6%
Q3 24
7.7%
14.5%
Q2 24
9.0%
16.9%
EPS (diluted)
CNH
CNH
EA
EA
Q1 26
$0.01
$1.81
Q4 25
$0.08
$0.35
Q3 25
$0.06
$0.54
Q2 25
$0.17
$0.79
Q1 25
$0.10
$0.99
Q4 24
$0.10
$1.11
Q3 24
$0.24
$1.11
Q2 24
$0.34
$1.04

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CNH
CNH
EA
EA
Cash + ST InvestmentsLiquidity on hand
$1.6M
$3.0M
Total DebtLower is stronger
Stockholders' EquityBook value
$7.8M
$6.8M
Total Assets
$42.0M
$13.1M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CNH
CNH
EA
EA
Q1 26
$1.6M
$3.0M
Q4 25
$2.6B
$2.8B
Q3 25
$2.3B
$1.1B
Q2 25
$2.5B
$1.5B
Q1 25
$1.7B
$2.1B
Q4 24
$3.2B
$2.8B
Q3 24
$1.8B
$2.2B
Q2 24
$2.0B
$2.4B
Stockholders' Equity
CNH
CNH
EA
EA
Q1 26
$7.8M
$6.8M
Q4 25
$7.8B
$6.2B
Q3 25
$7.8B
$6.0B
Q2 25
$7.8B
$6.1B
Q1 25
$7.9B
$6.4B
Q4 24
$7.7B
$7.4B
Q3 24
$7.7B
$7.4B
Q2 24
$7.6B
$7.4B
Total Assets
CNH
CNH
EA
EA
Q1 26
$42.0M
$13.1M
Q4 25
$42.7B
$13.3B
Q3 25
$43.3B
$11.9B
Q2 25
$43.7B
$11.7B
Q1 25
$42.1B
$12.4B
Q4 24
$42.9B
$13.5B
Q3 24
$44.0B
$13.1B
Q2 24
$44.0B
$12.7B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CNH
CNH
EA
EA
Operating Cash FlowLast quarter
$35.0M
$580.0M
Free Cash FlowOCF − Capex
$-589.0M
$495.0M
FCF MarginFCF / Revenue
-15.4%
23.3%
Capex IntensityCapex / Revenue
2.9%
Cash ConversionOCF / Net Profit
3.50×
1.26×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CNH
CNH
EA
EA
Q1 26
$35.0M
$580.0M
Q4 25
$945.0M
$1.8B
Q3 25
$659.0M
$130.0M
Q2 25
$772.0M
$17.0M
Q1 25
$162.0M
$549.0M
Q4 24
$1.7B
$1.2B
Q3 24
$791.0M
$234.0M
Q2 24
$379.0M
$120.0M
Free Cash Flow
CNH
CNH
EA
EA
Q1 26
$-589.0M
$495.0M
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
FCF Margin
CNH
CNH
EA
EA
Q1 26
-15.4%
23.3%
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Capex Intensity
CNH
CNH
EA
EA
Q1 26
2.9%
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Cash Conversion
CNH
CNH
EA
EA
Q1 26
3.50×
1.26×
Q4 25
10.99×
20.75×
Q3 25
8.24×
0.95×
Q2 25
3.62×
0.08×
Q1 25
1.24×
2.16×
Q4 24
15.96×
4.01×
Q3 24
2.58×
0.80×
Q2 24
0.88×
0.43×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CNH
CNH

Segment breakdown not available.

EA
EA

Live services and other$1.5B71%
Full game$609.0M29%

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