vs
Side-by-side financial comparison of Element Solutions Inc (ESI) and Fabrinet (FN). Click either name above to swap in a different company.
Fabrinet is the larger business by last-quarter revenue ($1.1B vs $840.0M, roughly 1.3× Element Solutions Inc). Fabrinet runs the higher net margin — 9.9% vs 6.7%, a 3.3% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 35.9%). Fabrinet produced more free cash flow last quarter ($-5.3M vs $-74.2M). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% CAGR vs 17.1%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
ESI vs FN — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $1.1B |
| Net Profit | $56.0M | $112.6M |
| Gross Margin | 38.4% | 12.2% |
| Operating Margin | 13.3% | 10.1% |
| Net Margin | 6.7% | 9.9% |
| Revenue YoY | 41.0% | 35.9% |
| Net Profit YoY | -43.0% | 30.0% |
| EPS (diluted) | $0.23 | $3.11 |
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 | $840.0M | — | ||
| Q4 25 | $676.2M | $1.1B | ||
| Q3 25 | $656.1M | $978.1M | ||
| Q2 25 | $625.2M | $909.7M | ||
| Q1 25 | $593.7M | $871.8M | ||
| Q4 24 | $624.2M | $833.6M | ||
| Q3 24 | $645.0M | $804.2M | ||
| Q2 24 | $612.7M | $753.3M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $112.6M | ||
| Q3 25 | $39.3M | $95.9M | ||
| Q2 25 | $47.4M | $87.2M | ||
| Q1 25 | $98.0M | $81.3M | ||
| Q4 24 | $54.7M | $86.6M | ||
| Q3 24 | $40.3M | $77.4M | ||
| Q2 24 | $93.2M | $81.1M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 12.2% | ||
| Q3 25 | 42.2% | 11.9% | ||
| Q2 25 | 42.6% | 12.2% | ||
| Q1 25 | 42.2% | 11.7% | ||
| Q4 24 | 41.0% | 12.1% | ||
| Q3 24 | 41.5% | 12.3% | ||
| Q2 24 | 43.6% | 12.3% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 10.1% | ||
| Q3 25 | 15.4% | 9.6% | ||
| Q2 25 | 15.1% | 9.8% | ||
| Q1 25 | 13.0% | 9.0% | ||
| Q4 24 | 12.0% | 9.5% | ||
| Q3 24 | 14.7% | 9.6% | ||
| Q2 24 | 15.7% | 9.7% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 9.9% | ||
| Q3 25 | 6.0% | 9.8% | ||
| Q2 25 | 7.6% | 9.6% | ||
| Q1 25 | 16.5% | 9.3% | ||
| Q4 24 | 8.8% | 10.4% | ||
| Q3 24 | 6.2% | 9.6% | ||
| Q2 24 | 15.2% | 10.8% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $3.11 | ||
| Q3 25 | $0.16 | $2.66 | ||
| Q2 25 | $0.20 | $2.41 | ||
| Q1 25 | $0.40 | $2.25 | ||
| Q4 24 | $0.22 | $2.38 | ||
| Q3 24 | $0.17 | $2.13 | ||
| Q2 24 | $0.39 | $2.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.3M | $960.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $2.2B |
| Total Assets | $5.7B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $960.8M | ||
| Q3 25 | $594.3M | $968.8M | ||
| Q2 25 | $529.9M | $934.2M | ||
| Q1 25 | $499.2M | $950.7M | ||
| Q4 24 | $359.4M | $934.6M | ||
| Q3 24 | $376.0M | $908.9M | ||
| Q2 24 | $309.3M | $858.6M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $2.2B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.6B | $2.0B | ||
| Q1 25 | $2.5B | $1.9B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $3.3B | ||
| Q3 25 | $5.0B | $3.0B | ||
| Q2 25 | $5.0B | $2.8B | ||
| Q1 25 | $4.8B | $2.6B | ||
| Q4 24 | $4.9B | $2.5B | ||
| Q3 24 | $5.1B | $2.4B | ||
| Q2 24 | $5.0B | $2.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
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 | — | $46.3M |
| Free Cash FlowOCF − Capex | $-74.2M | $-5.3M |
| FCF MarginFCF / Revenue | -8.8% | -0.5% |
| Capex IntensityCapex / Revenue | 3.0% | 4.6% |
| Cash ConversionOCF / Net Profit | — | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $46.3M | ||
| Q3 25 | $100.1M | $102.6M | ||
| Q2 25 | — | $55.1M | ||
| Q1 25 | $26.0M | $74.2M | ||
| Q4 24 | — | $115.9M | ||
| Q3 24 | $98.5M | $83.2M | ||
| Q2 24 | — | $83.1M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $-5.3M | ||
| Q3 25 | $83.6M | $57.3M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | $15.0M | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | $85.9M | $62.9M | ||
| Q2 24 | — | $70.4M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | -0.5% | ||
| Q3 25 | 12.7% | 5.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | 2.5% | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | 13.3% | 7.8% | ||
| Q2 24 | — | 9.3% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 4.6% | ||
| Q3 25 | 2.5% | 4.6% | ||
| Q2 25 | 2.8% | 5.5% | ||
| Q1 25 | 1.9% | 3.3% | ||
| Q4 24 | 3.6% | 2.6% | ||
| Q3 24 | 2.0% | 2.5% | ||
| Q2 24 | 2.4% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.41× | ||
| Q3 25 | 2.55× | 1.07× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | 0.27× | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 2.44× | 1.07× | ||
| Q2 24 | — | 1.02× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
