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Side-by-side financial comparison of Electronic Arts (EA) and Hyatt Hotels Corp (H). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($2.1B vs $1.8B, roughly 1.2× Hyatt Hotels Corp). Electronic Arts runs the higher net margin — 21.7% vs -1.1%, a 22.9% gap on every dollar of revenue. On growth, Hyatt Hotels Corp posted the faster year-over-year revenue change (11.7% vs 1.0%). Electronic Arts produced more free cash flow last quarter ($495.0M vs $236.0M). Over the past eight quarters, Electronic Arts's revenue compounded faster (13.0% CAGR vs 2.2%).
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".
Hyatt Hotels Corporation, commonly known as Hyatt Hotels & Resorts, is an American multinational hospitality company headquartered in the Riverside Plaza area of Chicago that manages and franchises luxury and business hotels, resorts, and vacation properties. Hyatt Hotels & Resorts is one of the businesses managed by the Pritzker family. Hyatt has more than 1350 hotels and all-inclusive properties in 69 countries, across North America, South America, Europe, Asia, Africa and Australia.
EA vs H — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.8B |
| Net Profit | $461.0M | $-20.0M |
| Gross Margin | 82.8% | — |
| Operating Margin | 26.6% | 0.4% |
| Net Margin | 21.7% | -1.1% |
| Revenue YoY | 1.0% | 11.7% |
| Net Profit YoY | 81.5% | 64.3% |
| EPS (diluted) | $1.81 | $-0.20 |
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 | $2.1B | — | ||
| Q4 25 | $1.9B | $1.8B | ||
| Q3 25 | $1.8B | $1.8B | ||
| Q2 25 | $1.7B | $1.8B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.9B | $1.6B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $1.7B | $1.7B |
| Q1 26 | $461.0M | — | ||
| Q4 25 | $88.0M | $-20.0M | ||
| Q3 25 | $137.0M | $-49.0M | ||
| Q2 25 | $201.0M | $-3.0M | ||
| Q1 25 | $254.0M | $20.0M | ||
| Q4 24 | $293.0M | $-56.0M | ||
| Q3 24 | $294.0M | $471.0M | ||
| Q2 24 | $280.0M | $359.0M |
| Q1 26 | 82.8% | — | ||
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — |
| Q1 26 | 26.6% | — | ||
| Q4 25 | 6.7% | 0.4% | ||
| Q3 25 | 10.9% | -1.0% | ||
| Q2 25 | 16.2% | 2.1% | ||
| Q1 25 | 20.8% | 3.0% | ||
| Q4 24 | 20.0% | -3.0% | ||
| Q3 24 | 19.0% | 37.3% | ||
| Q2 24 | 21.9% | 27.1% |
| Q1 26 | 21.7% | — | ||
| Q4 25 | 4.6% | -1.1% | ||
| Q3 25 | 7.4% | -2.7% | ||
| Q2 25 | 12.0% | -0.2% | ||
| Q1 25 | 13.4% | 1.2% | ||
| Q4 24 | 15.6% | -3.5% | ||
| Q3 24 | 14.5% | 28.9% | ||
| Q2 24 | 16.9% | 21.1% |
| Q1 26 | $1.81 | — | ||
| Q4 25 | $0.35 | $-0.20 | ||
| Q3 25 | $0.54 | $-0.51 | ||
| Q2 25 | $0.79 | $-0.03 | ||
| Q1 25 | $0.99 | $0.19 | ||
| Q4 24 | $1.11 | $-0.37 | ||
| Q3 24 | $1.11 | $4.63 | ||
| Q2 24 | $1.04 | $3.46 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.0M | $813.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.8M | $3.3B |
| Total Assets | $13.1M | $14.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.8B | $813.0M | ||
| Q3 25 | $1.1B | $749.0M | ||
| Q2 25 | $1.5B | $912.0M | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.8B | $1.4B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.4B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $6.0B | ||
| Q2 25 | — | $6.0B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.9B |
| Q1 26 | $6.8M | — | ||
| Q4 25 | $6.2B | $3.3B | ||
| Q3 25 | $6.0B | $3.5B | ||
| Q2 25 | $6.1B | $3.6B | ||
| Q1 25 | $6.4B | $3.5B | ||
| Q4 24 | $7.4B | $3.5B | ||
| Q3 24 | $7.4B | $3.7B | ||
| Q2 24 | $7.4B | $3.9B |
| Q1 26 | $13.1M | — | ||
| Q4 25 | $13.3B | $14.0B | ||
| Q3 25 | $11.9B | $15.7B | ||
| Q2 25 | $11.7B | $15.9B | ||
| Q1 25 | $12.4B | $14.0B | ||
| Q4 24 | $13.5B | $13.3B | ||
| Q3 24 | $13.1B | $11.9B | ||
| Q2 24 | $12.7B | $12.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.01× |
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 | $580.0M | $313.0M |
| Free Cash FlowOCF − Capex | $495.0M | $236.0M |
| FCF MarginFCF / Revenue | 23.3% | 13.2% |
| Capex IntensityCapex / Revenue | 2.9% | 4.3% |
| Cash ConversionOCF / Net Profit | 1.26× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $159.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $580.0M | — | ||
| Q4 25 | $1.8B | $313.0M | ||
| Q3 25 | $130.0M | $-20.0M | ||
| Q2 25 | $17.0M | $-67.0M | ||
| Q1 25 | $549.0M | $153.0M | ||
| Q4 24 | $1.2B | $235.0M | ||
| Q3 24 | $234.0M | $-21.0M | ||
| Q2 24 | $120.0M | $177.0M |
| Q1 26 | $495.0M | — | ||
| Q4 25 | — | $236.0M | ||
| Q3 25 | — | $-89.0M | ||
| Q2 25 | — | $-111.0M | ||
| Q1 25 | — | $123.0M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $-64.0M | ||
| Q2 24 | — | $135.0M |
| Q1 26 | 23.3% | — | ||
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | -5.0% | ||
| Q2 25 | — | -6.1% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 11.5% | ||
| Q3 24 | — | -3.9% | ||
| Q2 24 | — | 7.9% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 2.5% |
| Q1 26 | 1.26× | — | ||
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | 7.65× | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | -0.04× | ||
| Q2 24 | 0.43× | 0.49× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live services and other | $1.5B | 71% |
| Full game | $609.0M | 29% |
H
| Other | $627.0M | 35% |
| Rooms Revenue | $326.0M | 18% |
| Net Fees | $290.0M | 16% |
| Distribution Segment | $177.0M | 10% |
| Franchise And Other Fees | $114.0M | 6% |
| Base Management Fees | $112.0M | 6% |
| Incentive Management Fees | $81.0M | 5% |
| Other Owned And Leased Hotel Revenue | $41.0M | 2% |
| Contra Revenue | $17.0M | 1% |
| Other Revenues | $4.0M | 0% |
