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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and OCEANEERING INTERNATIONAL INC (OII). Click either name above to swap in a different company.
OCEANEERING INTERNATIONAL INC is the larger business by last-quarter revenue ($692.4M vs $598.7M, roughly 1.2× EXELIXIS, INC.). EXELIXIS, INC. runs the higher net margin — 40.8% vs 5.2%, a 35.6% gap on every dollar of revenue. On growth, EXELIXIS, INC. posted the faster year-over-year revenue change (5.6% vs 3.6%). EXELIXIS, INC. produced more free cash flow last quarter ($332.4M vs $-76.5M). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs 1.8%).
Exelixis, Inc. is a genomics-based drug discovery company located in Alameda, California, and the producer of Cometriq, a treatment approved by the U.S. Food and Drug Administration (FDA) for medullary thyroid cancer with clinical activity in several other types of metastatic cancer.
Oceaneering International, Inc. is a subsea engineering and applied technology company based in Houston, Texas, U.S. that provides engineered services and hardware to customers who operate in marine, space, and other environments.
EXEL vs OII — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $692.4M |
| Net Profit | $244.5M | $36.1M |
| Gross Margin | 95.6% | — |
| Operating Margin | 39.3% | — |
| Net Margin | 40.8% | 5.2% |
| Revenue YoY | 5.6% | 3.6% |
| Net Profit YoY | 74.8% | -28.3% |
| EPS (diluted) | $0.89 | $0.36 |
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 | $598.7M | $692.4M | ||
| Q4 25 | $597.8M | $668.6M | ||
| Q3 25 | $568.3M | $742.9M | ||
| Q2 25 | $555.4M | $698.2M | ||
| Q1 25 | $566.8M | $674.5M | ||
| Q4 24 | — | $713.5M | ||
| Q3 24 | $539.5M | $679.8M | ||
| Q2 24 | $637.2M | $668.8M |
| Q1 26 | $244.5M | $36.1M | ||
| Q4 25 | $193.6M | $177.7M | ||
| Q3 25 | $184.8M | $71.3M | ||
| Q2 25 | $159.6M | $54.4M | ||
| Q1 25 | $139.9M | $50.4M | ||
| Q4 24 | — | $56.1M | ||
| Q3 24 | $118.0M | $41.2M | ||
| Q2 24 | $226.1M | $35.0M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | 19.8% | ||
| Q3 25 | 96.6% | 20.6% | ||
| Q2 25 | 96.5% | 21.3% | ||
| Q1 25 | 96.5% | 20.0% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | 96.8% | 19.3% | ||
| Q2 24 | 97.2% | 18.0% |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | 9.8% | ||
| Q3 25 | 37.6% | 11.6% | ||
| Q2 25 | 33.6% | 11.3% | ||
| Q1 25 | 28.8% | 10.9% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | 25.2% | 10.5% | ||
| Q2 24 | 43.3% | 9.0% |
| Q1 26 | 40.8% | 5.2% | ||
| Q4 25 | 32.4% | 26.6% | ||
| Q3 25 | 32.5% | 9.6% | ||
| Q2 25 | 28.7% | 7.8% | ||
| Q1 25 | 24.7% | 7.5% | ||
| Q4 24 | — | 7.9% | ||
| Q3 24 | 21.9% | 6.1% | ||
| Q2 24 | 35.5% | 5.2% |
| Q1 26 | $0.89 | $0.36 | ||
| Q4 25 | $0.69 | $1.75 | ||
| Q3 25 | $0.65 | $0.71 | ||
| Q2 25 | $0.55 | $0.54 | ||
| Q1 25 | $0.47 | $0.49 | ||
| Q4 24 | — | $0.55 | ||
| Q3 24 | $0.40 | $0.40 | ||
| Q2 24 | $0.77 | $0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | — |
| Total DebtLower is stronger | — | $488.8M |
| Stockholders' EquityBook value | $2.2B | $1.1B |
| Total Assets | $2.8B | $2.6B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $695.9M | ||
| Q3 25 | $791.1M | $7.0M | ||
| Q2 25 | $1.0B | $7.0M | ||
| Q1 25 | $1.1B | $7.0M | ||
| Q4 24 | — | $504.5M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.0B | — |
| Q1 26 | — | $488.8M | ||
| Q4 25 | — | $487.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $482.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $2.2B | $1.1B | ||
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $2.0B | $907.7M | ||
| Q2 25 | $2.1B | $842.1M | ||
| Q1 25 | $2.2B | $773.1M | ||
| Q4 24 | — | $714.3M | ||
| Q3 24 | $2.3B | $698.0M | ||
| Q2 24 | $2.1B | $651.0M |
| Q1 26 | $2.8B | $2.6B | ||
| Q4 25 | $2.8B | $2.7B | ||
| Q3 25 | $2.7B | $2.5B | ||
| Q2 25 | $2.8B | $2.3B | ||
| Q1 25 | $2.9B | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $3.0B | $2.4B | ||
| Q2 24 | $2.8B | $2.3B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $333.5M | — |
| Free Cash FlowOCF − Capex | $332.4M | $-76.5M |
| FCF MarginFCF / Revenue | 55.5% | -11.1% |
| Capex IntensityCapex / Revenue | 0.2% | 2.5% |
| Cash ConversionOCF / Net Profit | 1.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | $238.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $221.1M | ||
| Q3 25 | $49.0M | $101.3M | ||
| Q2 25 | $211.4M | $77.2M | ||
| Q1 25 | $240.3M | $-80.7M | ||
| Q4 24 | — | $128.4M | ||
| Q3 24 | $271.3M | $91.9M | ||
| Q2 24 | $119.5M | $52.6M |
| Q1 26 | $332.4M | $-76.5M | ||
| Q4 25 | $288.8M | $190.7M | ||
| Q3 25 | $46.2M | $77.0M | ||
| Q2 25 | $208.5M | $46.9M | ||
| Q1 25 | $236.3M | $-106.8M | ||
| Q4 24 | — | $94.5M | ||
| Q3 24 | $263.1M | $67.0M | ||
| Q2 24 | $113.0M | $29.8M |
| Q1 26 | 55.5% | -11.1% | ||
| Q4 25 | 48.3% | 28.5% | ||
| Q3 25 | 8.1% | 10.4% | ||
| Q2 25 | 37.5% | 6.7% | ||
| Q1 25 | 41.7% | -15.8% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | 48.8% | 9.9% | ||
| Q2 24 | 17.7% | 4.5% |
| Q1 26 | 0.2% | 2.5% | ||
| Q4 25 | 0.2% | 4.6% | ||
| Q3 25 | 0.5% | 3.3% | ||
| Q2 25 | 0.5% | 4.3% | ||
| Q1 25 | 0.7% | 3.9% | ||
| Q4 24 | — | 4.7% | ||
| Q3 24 | 1.5% | 3.7% | ||
| Q2 24 | 1.0% | 3.4% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | 1.24× | ||
| Q3 25 | 0.27× | 1.42× | ||
| Q2 25 | 1.32× | 1.42× | ||
| Q1 25 | 1.72× | -1.60× | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | 2.30× | 2.23× | ||
| Q2 24 | 0.53× | 1.50× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXEL
| Cabometyx | $544.7M | 91% |
| Collaboration | $52.1M | 9% |
| Collaborative Arrangementwith Takeda | $5.9M | 1% |
| Cometriq | $1.8M | 0% |
OII
Segment breakdown not available.
