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Side-by-side financial comparison of Electronic Arts (EA) and Fabrinet (FN). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.1B, roughly 1.7× Fabrinet). Fabrinet runs the higher net margin — 9.9% vs 4.6%, a 5.3% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 1.0%). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% CAGR vs 3.4%).
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".
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.
EA vs FN — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.1B |
| Net Profit | $88.0M | $112.6M |
| Gross Margin | 73.8% | 12.2% |
| Operating Margin | 6.7% | 10.1% |
| Net Margin | 4.6% | 9.9% |
| Revenue YoY | 1.0% | 35.9% |
| Net Profit YoY | -70.0% | 30.0% |
| EPS (diluted) | $0.35 | $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 | $1.9B | $1.1B | ||
| Q3 25 | $1.8B | $978.1M | ||
| Q2 25 | $1.7B | $909.7M | ||
| Q1 25 | $1.9B | $871.8M | ||
| Q4 24 | $1.9B | $833.6M | ||
| Q3 24 | $2.0B | $804.2M | ||
| Q2 24 | $1.7B | $753.3M | ||
| Q1 24 | $1.8B | $731.5M |
| Q4 25 | $88.0M | $112.6M | ||
| Q3 25 | $137.0M | $95.9M | ||
| Q2 25 | $201.0M | $87.2M | ||
| Q1 25 | $254.0M | $81.3M | ||
| Q4 24 | $293.0M | $86.6M | ||
| Q3 24 | $294.0M | $77.4M | ||
| Q2 24 | $280.0M | $81.1M | ||
| Q1 24 | $182.0M | $80.9M |
| Q4 25 | 73.8% | 12.2% | ||
| Q3 25 | 75.9% | 11.9% | ||
| Q2 25 | 83.3% | 12.2% | ||
| Q1 25 | 80.6% | 11.7% | ||
| Q4 24 | 75.8% | 12.1% | ||
| Q3 24 | 77.5% | 12.3% | ||
| Q2 24 | 84.2% | 12.3% | ||
| Q1 24 | 79.9% | 12.4% |
| Q4 25 | 6.7% | 10.1% | ||
| Q3 25 | 10.9% | 9.6% | ||
| Q2 25 | 16.2% | 9.8% | ||
| Q1 25 | 20.8% | 9.0% | ||
| Q4 24 | 20.0% | 9.5% | ||
| Q3 24 | 19.0% | 9.6% | ||
| Q2 24 | 21.9% | 9.7% | ||
| Q1 24 | 13.2% | 9.7% |
| Q4 25 | 4.6% | 9.9% | ||
| Q3 25 | 7.4% | 9.8% | ||
| Q2 25 | 12.0% | 9.6% | ||
| Q1 25 | 13.4% | 9.3% | ||
| Q4 24 | 15.6% | 10.4% | ||
| Q3 24 | 14.5% | 9.6% | ||
| Q2 24 | 16.9% | 10.8% | ||
| Q1 24 | 10.2% | 11.1% |
| Q4 25 | $0.35 | $3.11 | ||
| Q3 25 | $0.54 | $2.66 | ||
| Q2 25 | $0.79 | $2.41 | ||
| Q1 25 | $0.99 | $2.25 | ||
| Q4 24 | $1.11 | $2.38 | ||
| Q3 24 | $1.11 | $2.13 | ||
| Q2 24 | $1.04 | $2.22 | ||
| Q1 24 | $0.67 | $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 | $2.8B | $960.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.2B | $2.2B |
| Total Assets | $13.3B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $960.8M | ||
| Q3 25 | $1.1B | $968.8M | ||
| Q2 25 | $1.5B | $934.2M | ||
| Q1 25 | $2.1B | $950.7M | ||
| Q4 24 | $2.8B | $934.6M | ||
| Q3 24 | $2.2B | $908.9M | ||
| Q2 24 | $2.4B | $858.6M | ||
| Q1 24 | $2.9B | $794.0M |
| Q4 25 | $6.2B | $2.2B | ||
| Q3 25 | $6.0B | $2.1B | ||
| Q2 25 | $6.1B | $2.0B | ||
| Q1 25 | $6.4B | $1.9B | ||
| Q4 24 | $7.4B | $1.8B | ||
| Q3 24 | $7.4B | $1.8B | ||
| Q2 24 | $7.4B | $1.7B | ||
| Q1 24 | $7.5B | $1.7B |
| Q4 25 | $13.3B | $3.3B | ||
| Q3 25 | $11.9B | $3.0B | ||
| Q2 25 | $11.7B | $2.8B | ||
| Q1 25 | $12.4B | $2.6B | ||
| Q4 24 | $13.5B | $2.5B | ||
| Q3 24 | $13.1B | $2.4B | ||
| Q2 24 | $12.7B | $2.3B | ||
| Q1 24 | $13.4B | $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 | $1.8B | $46.3M |
| Free Cash FlowOCF − Capex | — | $-5.3M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | 20.75× | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $46.3M | ||
| Q3 25 | $130.0M | $102.6M | ||
| Q2 25 | $17.0M | $55.1M | ||
| Q1 25 | $549.0M | $74.2M | ||
| Q4 24 | $1.2B | $115.9M | ||
| Q3 24 | $234.0M | $83.2M | ||
| Q2 24 | $120.0M | $83.1M | ||
| Q1 24 | $580.0M | $100.9M |
| Q4 25 | — | $-5.3M | ||
| Q3 25 | — | $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 | — | 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 | — | 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 | 20.75× | 0.41× | ||
| Q3 25 | 0.95× | 1.07× | ||
| Q2 25 | 0.08× | 0.63× | ||
| Q1 25 | 2.16× | 0.91× | ||
| Q4 24 | 4.01× | 1.34× | ||
| Q3 24 | 0.80× | 1.07× | ||
| Q2 24 | 0.43× | 1.02× | ||
| Q1 24 | 3.19× | 1.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
