vs
Side-by-side financial comparison of Cisco (CSCO) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
Cisco is the larger business by last-quarter revenue ($15.3B vs $9.8B, roughly 1.6× US Foods Holding Corp.). Cisco runs the higher net margin — 20.7% vs 1.9%, a 18.8% gap on every dollar of revenue. On growth, Cisco posted the faster year-over-year revenue change (9.7% vs 3.3%). Cisco produced more free cash flow last quarter ($1.5B vs $159.0M). Over the past eight quarters, Cisco's revenue compounded faster (9.9% CAGR vs 4.6%).
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.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
CSCO vs USFD — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $15.3B | $9.8B |
| Net Profit | $3.2B | $184.0M |
| Gross Margin | 65.0% | 17.6% |
| Operating Margin | 24.6% | 3.3% |
| Net Margin | 20.7% | 1.9% |
| Revenue YoY | 9.7% | 3.3% |
| Net Profit YoY | 30.8% | 178.8% |
| EPS (diluted) | $0.80 | $0.82 |
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 | — | ||
| Q4 25 | $14.9B | $9.8B | ||
| Q3 25 | $14.7B | $10.2B | ||
| Q2 25 | $14.1B | $10.1B | ||
| Q1 25 | $14.0B | $9.4B | ||
| Q4 24 | $13.8B | $9.5B | ||
| Q3 24 | $13.6B | $9.7B | ||
| Q2 24 | $12.7B | $9.7B |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $2.9B | $184.0M | ||
| Q3 25 | $2.5B | $153.0M | ||
| Q2 25 | $2.5B | $224.0M | ||
| Q1 25 | $2.4B | $115.0M | ||
| Q4 24 | $2.7B | $66.0M | ||
| Q3 24 | $2.2B | $148.0M | ||
| Q2 24 | $1.9B | $198.0M |
| Q1 26 | 65.0% | — | ||
| Q4 25 | 65.5% | 17.6% | ||
| Q3 25 | 63.2% | 17.2% | ||
| Q2 25 | 65.6% | 17.6% | ||
| Q1 25 | 65.1% | 17.3% | ||
| Q4 24 | 65.9% | 17.6% | ||
| Q3 24 | 64.4% | 17.1% | ||
| Q2 24 | 65.1% | 17.6% |
| Q1 26 | 24.6% | — | ||
| Q4 25 | 22.6% | 3.3% | ||
| Q3 25 | 21.0% | 2.8% | ||
| Q2 25 | 22.6% | 3.7% | ||
| Q1 25 | 22.3% | 2.4% | ||
| Q4 24 | 17.0% | 3.2% | ||
| Q3 24 | 19.2% | 2.9% | ||
| Q2 24 | 17.2% | 3.6% |
| Q1 26 | 20.7% | — | ||
| Q4 25 | 19.2% | 1.9% | ||
| Q3 25 | 17.4% | 1.5% | ||
| Q2 25 | 17.6% | 2.2% | ||
| Q1 25 | 17.4% | 1.2% | ||
| Q4 24 | 19.6% | 0.7% | ||
| Q3 24 | 15.8% | 1.5% | ||
| Q2 24 | 14.8% | 2.0% |
| Q1 26 | $0.80 | — | ||
| Q4 25 | $0.72 | $0.82 | ||
| Q3 25 | $0.64 | $0.67 | ||
| Q2 25 | $0.62 | $0.96 | ||
| Q1 25 | $0.61 | $0.49 | ||
| Q4 24 | $0.68 | $0.28 | ||
| Q3 24 | $0.54 | $0.61 | ||
| Q2 24 | $0.46 | $0.80 |
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 | $41.0M |
| Total DebtLower is stronger | $24.6B | $5.1B |
| Stockholders' EquityBook value | $47.7B | $4.3B |
| Total Assets | $123.4B | $13.9B |
| Debt / EquityLower = less leverage | 0.52× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.8B | — | ||
| Q4 25 | $15.7B | $41.0M | ||
| Q3 25 | $16.1B | $56.0M | ||
| Q2 25 | $15.6B | $61.0M | ||
| Q1 25 | $16.9B | $101.0M | ||
| Q4 24 | $18.7B | $59.0M | ||
| Q3 24 | $17.9B | $81.0M | ||
| Q2 24 | $18.8B | $405.0M |
| Q1 26 | $24.6B | — | ||
| Q4 25 | $24.6B | $5.1B | ||
| Q3 25 | $24.6B | $4.8B | ||
| Q2 25 | $25.1B | $4.7B | ||
| Q1 25 | $20.1B | $4.7B | ||
| Q4 24 | $20.1B | $4.8B | ||
| Q3 24 | $20.1B | $4.7B | ||
| Q2 24 | $20.1B | $4.6B |
| Q1 26 | $47.7B | — | ||
| Q4 25 | $46.9B | $4.3B | ||
| Q3 25 | $46.8B | $4.5B | ||
| Q2 25 | $45.9B | $4.6B | ||
| Q1 25 | $45.5B | $4.6B | ||
| Q4 24 | $45.3B | $4.5B | ||
| Q3 24 | $45.5B | $4.6B | ||
| Q2 24 | $45.8B | $5.0B |
| Q1 26 | $123.4B | — | ||
| Q4 25 | $121.1B | $13.9B | ||
| Q3 25 | $122.3B | $14.0B | ||
| Q2 25 | $119.8B | $13.8B | ||
| Q1 25 | $121.4B | $13.7B | ||
| Q4 24 | $123.3B | $13.4B | ||
| Q3 24 | $124.4B | $13.5B | ||
| Q2 24 | $123.0B | $13.7B |
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.53× | 1.18× | ||
| Q3 25 | 0.53× | 1.08× | ||
| Q2 25 | 0.55× | 1.02× | ||
| Q1 25 | 0.44× | 1.02× | ||
| Q4 24 | 0.44× | 1.06× | ||
| Q3 24 | 0.44× | 1.01× | ||
| Q2 24 | 0.44× | 0.92× |
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 | $293.0M |
| Free Cash FlowOCF − Capex | $1.5B | $159.0M |
| FCF MarginFCF / Revenue | 10.0% | 1.6% |
| Capex IntensityCapex / Revenue | 1.8% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.57× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $12.2B | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | — | ||
| Q4 25 | $3.2B | $293.0M | ||
| Q3 25 | $4.2B | $351.0M | ||
| Q2 25 | $4.1B | $334.0M | ||
| Q1 25 | $2.2B | $391.0M | ||
| Q4 24 | $3.7B | $283.0M | ||
| Q3 24 | $3.7B | $270.0M | ||
| Q2 24 | $4.0B | $482.0M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $2.9B | $159.0M | ||
| Q3 25 | $4.0B | $236.0M | ||
| Q2 25 | $3.8B | $257.0M | ||
| Q1 25 | $2.0B | $307.0M | ||
| Q4 24 | $3.4B | $178.0M | ||
| Q3 24 | $3.5B | $190.0M | ||
| Q2 24 | $3.8B | $413.0M |
| Q1 26 | 10.0% | — | ||
| Q4 25 | 19.4% | 1.6% | ||
| Q3 25 | 27.4% | 2.3% | ||
| Q2 25 | 26.8% | 2.5% | ||
| Q1 25 | 14.5% | 3.3% | ||
| Q4 24 | 24.9% | 1.9% | ||
| Q3 24 | 25.9% | 2.0% | ||
| Q2 24 | 29.9% | 4.3% |
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.2% | 1.4% | ||
| Q3 25 | 1.5% | 1.1% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 1.5% | 0.9% | ||
| Q4 24 | 1.6% | 1.1% | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 1.3% | 0.7% |
| Q1 26 | 0.57× | — | ||
| Q4 25 | 1.12× | 1.59× | ||
| Q3 25 | 1.66× | 2.29× | ||
| Q2 25 | 1.63× | 1.49× | ||
| Q1 25 | 0.92× | 3.40× | ||
| Q4 24 | 1.35× | 4.29× | ||
| Q3 24 | 1.73× | 1.82× | ||
| Q2 24 | 2.11× | 2.43× |
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% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
