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Side-by-side financial comparison of Cisco (CSCO) and Mondelez International (MDLZ). Click either name above to swap in a different company.
Cisco is the larger business by last-quarter revenue ($15.3B vs $10.1B, roughly 1.5× Mondelez International). Cisco runs the higher net margin — 20.7% vs 5.6%, a 15.1% gap on every dollar of revenue. On growth, Cisco posted the faster year-over-year revenue change (9.7% vs 8.2%). Over the past eight quarters, Cisco's revenue compounded faster (9.9% CAGR vs 9.9%).
Cisco Systems, Inc. is an American multinational digital communications technology conglomerate corporation headquartered in San Jose, California. Cisco develops, manufactures, and sells networking hardware, software, telecommunications equipment and other high-technology services and products.
Mondelēz International, Inc. is an American multinational confectionery, food, holding, beverage and snack food company based in Chicago. Mondelez has an annual revenue of about $26.5 billion and operates in approximately 160 countries. It ranked No. 108 in the 2021 Fortune 500 list of the largest United States corporations by total revenue.
CSCO vs MDLZ — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $15.3B | $10.1B |
| Net Profit | $3.2B | $564.0M |
| Gross Margin | 65.0% | 27.8% |
| Operating Margin | 24.6% | 8.0% |
| Net Margin | 20.7% | 5.6% |
| Revenue YoY | 9.7% | 8.2% |
| Net Profit YoY | 30.8% | 39.3% |
| EPS (diluted) | $0.80 | $0.44 |
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 | $15.3B | $10.1B | ||
| Q4 25 | $14.9B | $10.5B | ||
| Q3 25 | $14.7B | $9.7B | ||
| Q2 25 | $14.1B | $9.0B | ||
| Q1 25 | $14.0B | $9.3B | ||
| Q4 24 | $13.8B | $9.6B | ||
| Q3 24 | $13.6B | $9.2B | ||
| Q2 24 | $12.7B | $8.3B |
| Q1 26 | $3.2B | $564.0M | ||
| Q4 25 | $2.9B | $665.0M | ||
| Q3 25 | $2.5B | $743.0M | ||
| Q2 25 | $2.5B | $641.0M | ||
| Q1 25 | $2.4B | $402.0M | ||
| Q4 24 | $2.7B | $1.7B | ||
| Q3 24 | $2.2B | $853.0M | ||
| Q2 24 | $1.9B | $601.0M |
| Q1 26 | 65.0% | 27.8% | ||
| Q4 25 | 65.5% | 28.2% | ||
| Q3 25 | 63.2% | 26.8% | ||
| Q2 25 | 65.6% | 32.7% | ||
| Q1 25 | 65.1% | 26.1% | ||
| Q4 24 | 65.9% | 38.6% | ||
| Q3 24 | 64.4% | 32.6% | ||
| Q2 24 | 65.1% | 33.5% |
| Q1 26 | 24.6% | 8.0% | ||
| Q4 25 | 22.6% | 9.1% | ||
| Q3 25 | 21.0% | 7.6% | ||
| Q2 25 | 22.6% | 13.0% | ||
| Q1 25 | 22.3% | 7.3% | ||
| Q4 24 | 17.0% | 16.8% | ||
| Q3 24 | 19.2% | 12.5% | ||
| Q2 24 | 17.2% | 10.2% |
| Q1 26 | 20.7% | 5.6% | ||
| Q4 25 | 19.2% | 6.3% | ||
| Q3 25 | 17.4% | 7.6% | ||
| Q2 25 | 17.6% | 7.1% | ||
| Q1 25 | 17.4% | 4.3% | ||
| Q4 24 | 19.6% | 18.2% | ||
| Q3 24 | 15.8% | 9.3% | ||
| Q2 24 | 14.8% | 7.2% |
| Q1 26 | $0.80 | $0.44 | ||
| Q4 25 | $0.72 | $0.52 | ||
| Q3 25 | $0.64 | $0.57 | ||
| Q2 25 | $0.62 | $0.49 | ||
| Q1 25 | $0.61 | $0.31 | ||
| Q4 24 | $0.68 | $1.30 | ||
| Q3 24 | $0.54 | $0.63 | ||
| Q2 24 | $0.46 | $0.45 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.8B | $1.5B |
| Total DebtLower is stronger | $24.6B | $18.3B |
| Stockholders' EquityBook value | $47.7B | $25.8B |
| Total Assets | $123.4B | $71.1B |
| Debt / EquityLower = less leverage | 0.52× | 0.71× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.8B | $1.5B | ||
| Q4 25 | $15.7B | — | ||
| Q3 25 | $16.1B | — | ||
| Q2 25 | $15.6B | — | ||
| Q1 25 | $16.9B | — | ||
| Q4 24 | $18.7B | — | ||
| Q3 24 | $17.9B | — | ||
| Q2 24 | $18.8B | — |
| Q1 26 | $24.6B | $18.3B | ||
| Q4 25 | $24.6B | $17.2B | ||
| Q3 25 | $24.6B | $17.1B | ||
| Q2 25 | $25.1B | $18.1B | ||
| Q1 25 | $20.1B | $15.8B | ||
| Q4 24 | $20.1B | $15.7B | ||
| Q3 24 | $20.1B | $16.5B | ||
| Q2 24 | $20.1B | $16.1B |
| Q1 26 | $47.7B | $25.8B | ||
| Q4 25 | $46.9B | $25.8B | ||
| Q3 25 | $46.8B | $26.2B | ||
| Q2 25 | $45.9B | $26.2B | ||
| Q1 25 | $45.5B | $25.8B | ||
| Q4 24 | $45.3B | $26.9B | ||
| Q3 24 | $45.5B | $27.9B | ||
| Q2 24 | $45.8B | $27.7B |
| Q1 26 | $123.4B | $71.1B | ||
| Q4 25 | $121.1B | $71.5B | ||
| Q3 25 | $122.3B | $71.4B | ||
| Q2 25 | $119.8B | $71.0B | ||
| Q1 25 | $121.4B | $68.9B | ||
| Q4 24 | $123.3B | $68.5B | ||
| Q3 24 | $124.4B | $72.2B | ||
| Q2 24 | $123.0B | $73.1B |
| Q1 26 | 0.52× | 0.71× | ||
| Q4 25 | 0.53× | 0.67× | ||
| Q3 25 | 0.53× | 0.65× | ||
| Q2 25 | 0.55× | 0.69× | ||
| Q1 25 | 0.44× | 0.61× | ||
| Q4 24 | 0.44× | 0.58× | ||
| Q3 24 | 0.44× | 0.59× | ||
| Q2 24 | 0.44× | 0.58× |
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 | $1.8B | $467.0M |
| Free Cash FlowOCF − Capex | $1.5B | — |
| FCF MarginFCF / Revenue | 10.0% | — |
| Capex IntensityCapex / Revenue | 1.8% | 3.1% |
| Cash ConversionOCF / Net Profit | 0.57× | 0.83× |
| TTM Free Cash FlowTrailing 4 quarters | $12.2B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | $467.0M | ||
| Q4 25 | $3.2B | $2.4B | ||
| Q3 25 | $4.2B | $717.0M | ||
| Q2 25 | $4.1B | $308.0M | ||
| Q1 25 | $2.2B | $1.1B | ||
| Q4 24 | $3.7B | $1.5B | ||
| Q3 24 | $3.7B | $1.3B | ||
| Q2 24 | $4.0B | $822.0M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $2.9B | $2.0B | ||
| Q3 25 | $4.0B | $418.0M | ||
| Q2 25 | $3.8B | $3.0M | ||
| Q1 25 | $2.0B | $815.0M | ||
| Q4 24 | $3.4B | $1.1B | ||
| Q3 24 | $3.5B | $989.0M | ||
| Q2 24 | $3.8B | $455.0M |
| Q1 26 | 10.0% | — | ||
| Q4 25 | 19.4% | 19.0% | ||
| Q3 25 | 27.4% | 4.3% | ||
| Q2 25 | 26.8% | 0.0% | ||
| Q1 25 | 14.5% | 8.8% | ||
| Q4 24 | 24.9% | 11.0% | ||
| Q3 24 | 25.9% | 10.7% | ||
| Q2 24 | 29.9% | 5.5% |
| Q1 26 | 1.8% | 3.1% | ||
| Q4 25 | 2.2% | 3.8% | ||
| Q3 25 | 1.5% | 3.1% | ||
| Q2 25 | 1.8% | 3.4% | ||
| Q1 25 | 1.5% | 3.0% | ||
| Q4 24 | 1.6% | 4.2% | ||
| Q3 24 | 1.5% | 3.4% | ||
| Q2 24 | 1.3% | 4.4% |
| Q1 26 | 0.57× | 0.83× | ||
| Q4 25 | 1.12× | 3.60× | ||
| Q3 25 | 1.66× | 0.97× | ||
| Q2 25 | 1.63× | 0.48× | ||
| Q1 25 | 0.92× | 2.72× | ||
| Q4 24 | 1.35× | 0.84× | ||
| Q3 24 | 1.73× | 1.53× | ||
| Q2 24 | 2.11× | 1.37× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSCO
| Networking | $8.3B | 54% |
| Services | $3.7B | 24% |
| Security | $2.0B | 13% |
| Collaboration | $1.1B | 7% |
| Observability | $277.0M | 2% |
MDLZ
Segment breakdown not available.