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Side-by-side financial comparison of Electronic Arts (EA) and Qnity Electronics, Inc. (Q). Click either name above to swap in a different company.

Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.3B, roughly 1.5× Qnity Electronics, Inc.). Qnity Electronics, Inc. runs the higher net margin — 16.5% vs 4.6%, a 11.9% gap on every dollar of revenue. On growth, Qnity Electronics, Inc. posted the faster year-over-year revenue change (11.1% vs 1.0%).

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".

EA vs Q — Head-to-Head

Bigger by revenue
EA
EA
1.5× larger
EA
$1.9B
$1.3B
Q
Growing faster (revenue YoY)
Q
Q
+10.2% gap
Q
11.1%
1.0%
EA
Higher net margin
Q
Q
11.9% more per $
Q
16.5%
4.6%
EA

Income Statement — Q3 FY2026 vs Q3 FY2025

Metric
EA
EA
Q
Q
Revenue
$1.9B
$1.3B
Net Profit
$88.0M
$211.0M
Gross Margin
73.8%
45.1%
Operating Margin
6.7%
21.3%
Net Margin
4.6%
16.5%
Revenue YoY
1.0%
11.1%
Net Profit YoY
-70.0%
6.0%
EPS (diluted)
$0.35
$1.01

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
Q
Q
Q4 25
$1.9B
Q3 25
$1.8B
$1.3B
Q2 25
$1.7B
Q1 25
$1.9B
Q4 24
$1.9B
Q3 24
$2.0B
$1.1B
Q2 24
$1.7B
Q1 24
$1.8B
Net Profit
EA
EA
Q
Q
Q4 25
$88.0M
Q3 25
$137.0M
$211.0M
Q2 25
$201.0M
Q1 25
$254.0M
Q4 24
$293.0M
Q3 24
$294.0M
$199.0M
Q2 24
$280.0M
Q1 24
$182.0M
Gross Margin
EA
EA
Q
Q
Q4 25
73.8%
Q3 25
75.9%
45.1%
Q2 25
83.3%
Q1 25
80.6%
Q4 24
75.8%
Q3 24
77.5%
47.0%
Q2 24
84.2%
Q1 24
79.9%
Operating Margin
EA
EA
Q
Q
Q4 25
6.7%
Q3 25
10.9%
21.3%
Q2 25
16.2%
Q1 25
20.8%
Q4 24
20.0%
Q3 24
19.0%
21.8%
Q2 24
21.9%
Q1 24
13.2%
Net Margin
EA
EA
Q
Q
Q4 25
4.6%
Q3 25
7.4%
16.5%
Q2 25
12.0%
Q1 25
13.4%
Q4 24
15.6%
Q3 24
14.5%
17.3%
Q2 24
16.9%
Q1 24
10.2%
EPS (diluted)
EA
EA
Q
Q
Q4 25
$0.35
Q3 25
$0.54
$1.01
Q2 25
$0.79
Q1 25
$0.99
Q4 24
$1.11
Q3 24
$1.11
$0.95
Q2 24
$1.04
Q1 24
$0.67

Balance Sheet & Financial Strength

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

Metric
EA
EA
Q
Q
Cash + ST InvestmentsLiquidity on hand
$2.8B
$128.0M
Total DebtLower is stronger
$1.7B
Stockholders' EquityBook value
$6.2B
$9.1B
Total Assets
$13.3B
$12.5B
Debt / EquityLower = less leverage
0.19×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EA
EA
Q
Q
Q4 25
$2.8B
Q3 25
$1.1B
$128.0M
Q2 25
$1.5B
Q1 25
$2.1B
Q4 24
$2.8B
Q3 24
$2.2B
Q2 24
$2.4B
Q1 24
$2.9B
Total Debt
EA
EA
Q
Q
Q4 25
Q3 25
$1.7B
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24
Stockholders' Equity
EA
EA
Q
Q
Q4 25
$6.2B
Q3 25
$6.0B
$9.1B
Q2 25
$6.1B
Q1 25
$6.4B
Q4 24
$7.4B
Q3 24
$7.4B
$11.1B
Q2 24
$7.4B
Q1 24
$7.5B
Total Assets
EA
EA
Q
Q
Q4 25
$13.3B
Q3 25
$11.9B
$12.5B
Q2 25
$11.7B
Q1 25
$12.4B
Q4 24
$13.5B
Q3 24
$13.1B
Q2 24
$12.7B
Q1 24
$13.4B
Debt / Equity
EA
EA
Q
Q
Q4 25
Q3 25
0.19×
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24

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
Q
Q
Operating Cash FlowLast quarter
$1.8B
$782.0M
Free Cash FlowOCF − Capex
$568.0M
FCF MarginFCF / Revenue
44.5%
Capex IntensityCapex / Revenue
16.8%
Cash ConversionOCF / Net Profit
20.75×
3.71×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EA
EA
Q
Q
Q4 25
$1.8B
Q3 25
$130.0M
$782.0M
Q2 25
$17.0M
Q1 25
$549.0M
Q4 24
$1.2B
Q3 24
$234.0M
Q2 24
$120.0M
Q1 24
$580.0M
Free Cash Flow
EA
EA
Q
Q
Q4 25
Q3 25
$568.0M
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24
FCF Margin
EA
EA
Q
Q
Q4 25
Q3 25
44.5%
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24
Capex Intensity
EA
EA
Q
Q
Q4 25
Q3 25
16.8%
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24
Cash Conversion
EA
EA
Q
Q
Q4 25
20.75×
Q3 25
0.95×
3.71×
Q2 25
0.08×
Q1 25
2.16×
Q4 24
4.01×
Q3 24
0.80×
Q2 24
0.43×
Q1 24
3.19×

Financial Flow Comparison

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

Revenue Breakdown by Segment

EA
EA

Live Services And Other Net Revenue$1.3B67%
PC And Other Net Revenue$465.0M24%
Packaged Goods Net Revenue$86.0M5%
Other$56.0M3%
Estimated Service Offering Period$25.0M1%

Q
Q

Semiconductor Technologies$693.0M54%
Interconnect Solutions$583.0M46%

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