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Side-by-side financial comparison of ESAB Corp (ESAB) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
ESAB Corp is the larger business by last-quarter revenue ($745.6M vs $558.0M, roughly 1.3× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 9.9%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% CAGR vs 4.0%).
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
ESAB vs MBLY — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $745.6M | $558.0M |
| Net Profit | $49.2M | — |
| Gross Margin | 36.9% | 49.3% |
| Operating Margin | 12.1% | -647.5% |
| Net Margin | 6.6% | — |
| Revenue YoY | 9.9% | 27.4% |
| Net Profit YoY | -29.3% | — |
| EPS (diluted) | $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.
| Q1 26 | $745.6M | $558.0M | ||
| Q4 25 | $727.8M | $446.0M | ||
| Q3 25 | $715.6M | $504.0M | ||
| Q2 25 | $678.1M | $506.0M | ||
| Q1 25 | — | $438.0M | ||
| Q4 24 | $670.8M | $490.0M | ||
| Q3 24 | $673.3M | $486.0M | ||
| Q2 24 | $707.1M | $439.0M |
| Q1 26 | $49.2M | — | ||
| Q4 25 | $54.8M | $-127.0M | ||
| Q3 25 | $66.9M | $-96.0M | ||
| Q2 25 | $67.4M | $-67.0M | ||
| Q1 25 | — | $-102.0M | ||
| Q4 24 | $53.7M | $-71.0M | ||
| Q3 24 | $68.2M | $-2.7B | ||
| Q2 24 | $82.9M | $-86.0M |
| Q1 26 | 36.9% | 49.3% | ||
| Q4 25 | 37.0% | 45.3% | ||
| Q3 25 | 37.2% | 48.2% | ||
| Q2 25 | 37.6% | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | 38.5% | 49.2% | ||
| Q3 24 | 37.7% | 48.8% | ||
| Q2 24 | 38.2% | 47.6% |
| Q1 26 | 12.1% | -647.5% | ||
| Q4 25 | 14.6% | -31.4% | ||
| Q3 25 | 15.2% | -21.6% | ||
| Q2 25 | 16.2% | -14.6% | ||
| Q1 25 | — | -26.7% | ||
| Q4 24 | 16.6% | -17.6% | ||
| Q3 24 | 15.7% | -577.6% | ||
| Q2 24 | 16.9% | -21.4% |
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.5% | -28.5% | ||
| Q3 25 | 9.3% | -19.0% | ||
| Q2 25 | 9.9% | -13.2% | ||
| Q1 25 | — | -23.3% | ||
| Q4 24 | 8.0% | -14.5% | ||
| Q3 24 | 10.1% | -558.6% | ||
| Q2 24 | 11.7% | -19.6% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.90 | $-0.15 | ||
| Q3 25 | $1.09 | $-0.12 | ||
| Q2 25 | $1.10 | $-0.08 | ||
| Q1 25 | — | $-0.13 | ||
| Q4 24 | $0.87 | $-0.09 | ||
| Q3 24 | $1.11 | $-3.35 | ||
| Q2 24 | $1.35 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $1.2B |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.2B | $8.2B |
| Total Assets | $5.6B | $8.7B |
| Debt / EquityLower = less leverage | 0.91× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.0B | $1.2B | ||
| Q4 25 | $218.2M | $1.8B | ||
| Q3 25 | $258.2M | $1.7B | ||
| Q2 25 | $291.3M | $1.7B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $249.4M | $1.4B | ||
| Q3 24 | $253.7M | $1.3B | ||
| Q2 24 | $228.5M | $1.2B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $2.2B | $8.2B | ||
| Q4 25 | $2.1B | $11.9B | ||
| Q3 25 | $2.1B | $11.9B | ||
| Q2 25 | $1.9B | $12.1B | ||
| Q1 25 | — | $12.0B | ||
| Q4 24 | $1.8B | $12.1B | ||
| Q3 24 | $1.8B | $12.1B | ||
| Q2 24 | $1.7B | $14.7B |
| Q1 26 | $5.6B | $8.7B | ||
| Q4 25 | $4.9B | $12.5B | ||
| Q3 25 | $4.4B | $12.5B | ||
| Q2 25 | $4.2B | $12.6B | ||
| Q1 25 | — | $12.5B | ||
| Q4 24 | $4.0B | $12.6B | ||
| Q3 24 | $4.1B | $12.6B | ||
| Q2 24 | $4.0B | $15.3B |
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | 0.63× | — |
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 | $46.9M | $75.0M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $46.9M | $75.0M | ||
| Q4 25 | $81.5M | $113.0M | ||
| Q3 25 | $46.6M | $167.0M | ||
| Q2 25 | $35.4M | $213.0M | ||
| Q1 25 | — | $109.0M | ||
| Q4 24 | $126.9M | $204.0M | ||
| Q3 24 | $101.0M | $126.0M | ||
| Q2 24 | $83.0M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | $86.0M | ||
| Q3 25 | $37.4M | $143.0M | ||
| Q2 25 | $28.1M | $199.0M | ||
| Q1 25 | — | $95.0M | ||
| Q4 24 | $102.2M | $191.0M | ||
| Q3 24 | $90.4M | $104.0M | ||
| Q2 24 | $74.0M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 19.3% | ||
| Q3 25 | 5.2% | 28.4% | ||
| Q2 25 | 4.1% | 39.3% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | 15.2% | 39.0% | ||
| Q3 24 | 13.4% | 21.4% | ||
| Q2 24 | 10.5% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 6.1% | ||
| Q3 25 | 1.3% | 4.8% | ||
| Q2 25 | 1.1% | 2.8% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | 3.7% | 2.7% | ||
| Q3 24 | 1.6% | 4.5% | ||
| Q2 24 | 1.3% | 5.5% |
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.36× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.00× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
