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Side-by-side financial comparison of Electronic Arts (EA) and Kimberly-Clark (KMB). Click either name above to swap in a different company.

Kimberly-Clark is the larger business by last-quarter revenue ($4.2B vs $2.1B, roughly 2.0× Electronic Arts). Electronic Arts runs the higher net margin — 21.7% vs 16.2%, a 5.5% gap on every dollar of revenue. On growth, Kimberly-Clark posted the faster year-over-year revenue change (2.7% vs 1.0%). Over the past eight quarters, Electronic Arts's revenue compounded faster (13.0% CAGR vs -9.0%).

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".

Kimberly-Clark Corporation is an American multinational consumer goods and personal care corporation that produces mostly paper-based consumer products. The company manufactures sanitary paper products and surgical & medical instruments. Kimberly-Clark brand name products include Kleenex facial tissue, Kotex feminine hygiene products, Cottonelle, Scott and Andrex toilet paper, Wypall utility wipes, KimWipes scientific cleaning wipes and Huggies disposable diapers and baby wipes.

EA vs KMB — Head-to-Head

Bigger by revenue
KMB
KMB
2.0× larger
KMB
$4.2B
$2.1B
EA
Growing faster (revenue YoY)
KMB
KMB
+1.7% gap
KMB
2.7%
1.0%
EA
Higher net margin
EA
EA
5.5% more per $
EA
21.7%
16.2%
KMB
Faster 2-yr revenue CAGR
EA
EA
Annualised
EA
13.0%
-9.0%
KMB

Income Statement — Q4 FY2026 vs Q1 FY2026

Metric
EA
EA
KMB
KMB
Revenue
$2.1B
$4.2B
Net Profit
$461.0M
$675.0M
Gross Margin
82.8%
36.8%
Operating Margin
26.6%
18.1%
Net Margin
21.7%
16.2%
Revenue YoY
1.0%
2.7%
Net Profit YoY
81.5%
17.3%
EPS (diluted)
$1.81
$2.00

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
EA
EA
KMB
KMB
Q1 26
$2.1B
$4.2B
Q4 25
$1.9B
$3.3B
Q3 25
$1.8B
$4.2B
Q2 25
$1.7B
$4.2B
Q1 25
$1.9B
$4.8B
Q4 24
$1.9B
$4.9B
Q3 24
$2.0B
$5.0B
Q2 24
$1.7B
$5.0B
Net Profit
EA
EA
KMB
KMB
Q1 26
$461.0M
$675.0M
Q4 25
$88.0M
$499.0M
Q3 25
$137.0M
$446.0M
Q2 25
$201.0M
$509.0M
Q1 25
$254.0M
$567.0M
Q4 24
$293.0M
$447.0M
Q3 24
$294.0M
$907.0M
Q2 24
$280.0M
$544.0M
Gross Margin
EA
EA
KMB
KMB
Q1 26
82.8%
36.8%
Q4 25
73.8%
37.7%
Q3 25
75.9%
36.0%
Q2 25
83.3%
35.0%
Q1 25
80.6%
35.8%
Q4 24
75.8%
34.0%
Q3 24
77.5%
36.0%
Q2 24
84.2%
36.0%
Operating Margin
EA
EA
KMB
KMB
Q1 26
26.6%
18.1%
Q4 25
6.7%
11.2%
Q3 25
10.9%
15.0%
Q2 25
16.2%
14.2%
Q1 25
20.8%
15.9%
Q4 24
20.0%
11.1%
Q3 24
19.0%
23.3%
Q2 24
21.9%
13.0%
Net Margin
EA
EA
KMB
KMB
Q1 26
21.7%
16.2%
Q4 25
4.6%
15.1%
Q3 25
7.4%
10.7%
Q2 25
12.0%
12.2%
Q1 25
13.4%
11.7%
Q4 24
15.6%
9.1%
Q3 24
14.5%
18.3%
Q2 24
16.9%
10.8%
EPS (diluted)
EA
EA
KMB
KMB
Q1 26
$1.81
$2.00
Q4 25
$0.35
$1.50
Q3 25
$0.54
$1.34
Q2 25
$0.79
$1.53
Q1 25
$0.99
$1.70
Q4 24
$1.11
$1.34
Q3 24
$1.11
$2.69
Q2 24
$1.04
$1.61

Balance Sheet & Financial Strength

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

Metric
EA
EA
KMB
KMB
Cash + ST InvestmentsLiquidity on hand
$3.0M
$542.0K
Total DebtLower is stronger
$6.5M
Stockholders' EquityBook value
$6.8M
$1.9M
Total Assets
$13.1M
$17.2M
Debt / EquityLower = less leverage
3.38×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EA
EA
KMB
KMB
Q1 26
$3.0M
$542.0K
Q4 25
$2.8B
$688.0M
Q3 25
$1.1B
$617.0M
Q2 25
$1.5B
$634.0M
Q1 25
$2.1B
$563.0M
Q4 24
$2.8B
$1.0B
Q3 24
$2.2B
$1.1B
Q2 24
$2.4B
$1.2B
Total Debt
EA
EA
KMB
KMB
Q1 26
$6.5M
Q4 25
$6.5B
Q3 25
$6.5B
Q2 25
$6.5B
Q1 25
$6.5B
Q4 24
$6.9B
Q3 24
$6.9B
Q2 24
$7.2B
Stockholders' Equity
EA
EA
KMB
KMB
Q1 26
$6.8M
$1.9M
Q4 25
$6.2B
$1.5B
Q3 25
$6.0B
$1.3B
Q2 25
$6.1B
$1.3B
Q1 25
$6.4B
$1.1B
Q4 24
$7.4B
$840.0M
Q3 24
$7.4B
$1.3B
Q2 24
$7.4B
$1.1B
Total Assets
EA
EA
KMB
KMB
Q1 26
$13.1M
$17.2M
Q4 25
$13.3B
$17.1B
Q3 25
$11.9B
$16.9B
Q2 25
$11.7B
$16.8B
Q1 25
$12.4B
$16.3B
Q4 24
$13.5B
$16.5B
Q3 24
$13.1B
$17.2B
Q2 24
$12.7B
$17.3B
Debt / Equity
EA
EA
KMB
KMB
Q1 26
3.38×
Q4 25
4.31×
Q3 25
4.86×
Q2 25
5.09×
Q1 25
5.89×
Q4 24
8.18×
Q3 24
5.36×
Q2 24
6.30×

Cash Flow & Capital Efficiency

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

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

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EA
EA
KMB
KMB
Q1 26
$580.0M
Q4 25
$1.8B
$972.0M
Q3 25
$130.0M
$708.0M
Q2 25
$17.0M
$770.0M
Q1 25
$549.0M
$327.0M
Q4 24
$1.2B
$817.0M
Q3 24
$234.0M
$958.0M
Q2 24
$120.0M
$1.0B
Free Cash Flow
EA
EA
KMB
KMB
Q1 26
$495.0M
Q4 25
$575.0M
Q3 25
$368.0M
Q2 25
$573.0M
Q1 25
$123.0M
Q4 24
$608.0M
Q3 24
$798.0M
Q2 24
$863.0M
FCF Margin
EA
EA
KMB
KMB
Q1 26
23.3%
Q4 25
17.5%
Q3 25
8.9%
Q2 25
13.8%
Q1 25
2.5%
Q4 24
12.3%
Q3 24
16.1%
Q2 24
17.2%
Capex Intensity
EA
EA
KMB
KMB
Q1 26
2.9%
Q4 25
12.1%
Q3 25
8.2%
Q2 25
4.7%
Q1 25
4.2%
Q4 24
4.2%
Q3 24
3.2%
Q2 24
3.1%
Cash Conversion
EA
EA
KMB
KMB
Q1 26
1.26×
Q4 25
20.75×
1.95×
Q3 25
0.95×
1.59×
Q2 25
0.08×
1.51×
Q1 25
2.16×
0.58×
Q4 24
4.01×
1.83×
Q3 24
0.80×
1.06×
Q2 24
0.43×
1.88×

Financial Flow Comparison

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

Revenue Breakdown by Segment

EA
EA

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

KMB
KMB

NA$2.7B64%
IPC$1.5B36%

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