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Side-by-side financial comparison of Electronic Arts (EA) and Organon & Co. (OGN). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.5B, roughly 1.3× Organon & Co.). Electronic Arts runs the higher net margin — 4.6% vs -13.6%, a 18.2% gap on every dollar of revenue. On growth, Electronic Arts posted the faster year-over-year revenue change (1.0% vs -5.3%). Over the past eight quarters, Electronic Arts's revenue compounded faster (3.4% CAGR vs -3.6%).
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".
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
EA vs OGN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.5B |
| Net Profit | $88.0M | $-205.0M |
| Gross Margin | 73.8% | 49.2% |
| Operating Margin | 6.7% | -9.8% |
| Net Margin | 4.6% | -13.6% |
| Revenue YoY | 1.0% | -5.3% |
| Net Profit YoY | -70.0% | -288.1% |
| EPS (diluted) | $0.35 | $-0.78 |
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 | $1.5B | ||
| Q3 25 | $1.8B | $1.6B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $1.9B | $1.6B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.8B | $1.6B |
| Q4 25 | $88.0M | $-205.0M | ||
| Q3 25 | $137.0M | $160.0M | ||
| Q2 25 | $201.0M | $145.0M | ||
| Q1 25 | $254.0M | $87.0M | ||
| Q4 24 | $293.0M | $109.0M | ||
| Q3 24 | $294.0M | $359.0M | ||
| Q2 24 | $280.0M | $195.0M | ||
| Q1 24 | $182.0M | $201.0M |
| Q4 25 | 73.8% | 49.2% | ||
| Q3 25 | 75.9% | 53.5% | ||
| Q2 25 | 83.3% | 54.8% | ||
| Q1 25 | 80.6% | 55.6% | ||
| Q4 24 | 75.8% | 56.3% | ||
| Q3 24 | 77.5% | 58.3% | ||
| Q2 24 | 84.2% | 58.4% | ||
| Q1 24 | 79.9% | 59.0% |
| Q4 25 | 6.7% | -9.8% | ||
| Q3 25 | 10.9% | 15.2% | ||
| Q2 25 | 16.2% | 14.4% | ||
| Q1 25 | 20.8% | 6.7% | ||
| Q4 24 | 20.0% | 8.1% | ||
| Q3 24 | 19.0% | 13.1% | ||
| Q2 24 | 21.9% | 14.6% | ||
| Q1 24 | 13.2% | 14.5% |
| Q4 25 | 4.6% | -13.6% | ||
| Q3 25 | 7.4% | 10.0% | ||
| Q2 25 | 12.0% | 9.1% | ||
| Q1 25 | 13.4% | 5.8% | ||
| Q4 24 | 15.6% | 6.8% | ||
| Q3 24 | 14.5% | 22.7% | ||
| Q2 24 | 16.9% | 12.1% | ||
| Q1 24 | 10.2% | 12.4% |
| Q4 25 | $0.35 | $-0.78 | ||
| Q3 25 | $0.54 | $0.61 | ||
| Q2 25 | $0.79 | $0.56 | ||
| Q1 25 | $0.99 | $0.33 | ||
| Q4 24 | $1.11 | $0.42 | ||
| Q3 24 | $1.11 | $1.38 | ||
| Q2 24 | $1.04 | $0.75 | ||
| Q1 24 | $0.67 | $0.78 |
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 | $574.0M |
| Total DebtLower is stronger | — | $8.6B |
| Stockholders' EquityBook value | $6.2B | $752.0M |
| Total Assets | $13.3B | $12.9B |
| Debt / EquityLower = less leverage | — | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $574.0M | ||
| Q3 25 | $1.1B | $672.0M | ||
| Q2 25 | $1.5B | $599.0M | ||
| Q1 25 | $2.1B | $547.0M | ||
| Q4 24 | $2.8B | $675.0M | ||
| Q3 24 | $2.2B | $763.0M | ||
| Q2 24 | $2.4B | $704.0M | ||
| Q1 24 | $2.9B | $575.0M |
| Q4 25 | — | $8.6B | ||
| Q3 25 | — | $8.8B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | $8.7B | ||
| Q2 24 | — | $8.7B | ||
| Q1 24 | — | $8.7B |
| Q4 25 | $6.2B | $752.0M | ||
| Q3 25 | $6.0B | $906.0M | ||
| Q2 25 | $6.1B | $733.0M | ||
| Q1 25 | $6.4B | $542.0M | ||
| Q4 24 | $7.4B | $472.0M | ||
| Q3 24 | $7.4B | $493.0M | ||
| Q2 24 | $7.4B | $144.0M | ||
| Q1 24 | $7.5B | $48.0M |
| Q4 25 | $13.3B | $12.9B | ||
| Q3 25 | $11.9B | $13.6B | ||
| Q2 25 | $11.7B | $13.5B | ||
| Q1 25 | $12.4B | $13.2B | ||
| Q4 24 | $13.5B | $13.1B | ||
| Q3 24 | $13.1B | $12.8B | ||
| Q2 24 | $12.7B | $12.2B | ||
| Q1 24 | $13.4B | $11.9B |
| Q4 25 | — | 11.49× | ||
| Q3 25 | — | 9.74× | ||
| Q2 25 | — | 12.14× | ||
| Q1 25 | — | 16.52× | ||
| Q4 24 | — | 18.81× | ||
| Q3 24 | — | 17.75× | ||
| Q2 24 | — | 60.11× | ||
| Q1 24 | — | 181.54× |
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 | $141.0M |
| Free Cash FlowOCF − Capex | — | $96.0M |
| FCF MarginFCF / Revenue | — | 6.4% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 20.75× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $141.0M | ||
| Q3 25 | $130.0M | $264.0M | ||
| Q2 25 | $17.0M | $220.0M | ||
| Q1 25 | $549.0M | $75.0M | ||
| Q4 24 | $1.2B | $390.0M | ||
| Q3 24 | $234.0M | $141.0M | ||
| Q2 24 | $120.0M | $332.0M | ||
| Q1 24 | $580.0M | $76.0M |
| Q4 25 | — | $96.0M | ||
| Q3 25 | — | $218.0M | ||
| Q2 25 | — | $181.0M | ||
| Q1 25 | — | $43.0M | ||
| Q4 24 | — | $335.0M | ||
| Q3 24 | — | $99.0M | ||
| Q2 24 | — | $300.0M | ||
| Q1 24 | — | $30.0M |
| Q4 25 | — | 6.4% | ||
| Q3 25 | — | 13.6% | ||
| Q2 25 | — | 11.4% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 21.0% | ||
| Q3 24 | — | 6.3% | ||
| Q2 24 | — | 18.7% | ||
| Q1 24 | — | 1.8% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 2.8% |
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | 1.65× | ||
| Q2 25 | 0.08× | 1.52× | ||
| Q1 25 | 2.16× | 0.86× | ||
| Q4 24 | 4.01× | 3.58× | ||
| Q3 24 | 0.80× | 0.39× | ||
| Q2 24 | 0.43× | 1.70× | ||
| Q1 24 | 3.19× | 0.38× |
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% |
OGN
Segment breakdown not available.
