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Side-by-side financial comparison of Ford Motor Company (F) and Microsoft (MSFT). Click either name above to swap in a different company.
Microsoft is the larger business by last-quarter revenue ($82.9B vs $45.9B, roughly 1.8× Ford Motor Company). Microsoft runs the higher net margin — 38.3% vs -24.1%, a 62.4% gap on every dollar of revenue. On growth, Microsoft posted the faster year-over-year revenue change (18.0% vs -4.8%). Over the past eight quarters, Microsoft's revenue compounded faster (13.2% CAGR vs 3.6%).
The Ford Motor Company is an American multinational automobile manufacturer headquartered in Dearborn, Michigan, United States. It was founded by Henry Ford and incorporated on June 16, 1903. The company sells automobiles and commercial vehicles under the Ford brand, and luxury cars under its Lincoln brand. The company is listed on the New York Stock Exchange under the single-letter ticker symbol F and is controlled by the Ford family.
Microsoft Corporation is an American multinational technology conglomerate headquartered in Redmond, Washington. Founded in 1975, the company became influential in the rise of personal computers through software like Windows, and has since expanded to Internet services, cloud computing, artificial intelligence, video gaming, and other fields.
F vs MSFT — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $45.9B | $82.9B |
| Net Profit | $-11.1B | $31.8B |
| Gross Margin | -12.5% | 67.6% |
| Operating Margin | -25.2% | 46.3% |
| Net Margin | -24.1% | 38.3% |
| Revenue YoY | -4.8% | 18.0% |
| Net Profit YoY | -706.0% | 23.0% |
| EPS (diluted) | $-2.77 | $4.27 |
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 | — | $82.9B | ||
| Q4 25 | $45.9B | $81.3B | ||
| Q3 25 | $50.5B | $77.7B | ||
| Q2 25 | $50.2B | $76.4B | ||
| Q1 25 | $40.7B | $70.1B | ||
| Q4 24 | $48.2B | $69.6B | ||
| Q3 24 | $46.2B | $65.6B | ||
| Q2 24 | $47.8B | $64.7B |
| Q1 26 | — | $31.8B | ||
| Q4 25 | $-11.1B | $38.5B | ||
| Q3 25 | $2.4B | $27.7B | ||
| Q2 25 | $-36.0M | $27.2B | ||
| Q1 25 | $471.0M | $25.8B | ||
| Q4 24 | $1.8B | $24.1B | ||
| Q3 24 | $892.0M | $24.7B | ||
| Q2 24 | $1.8B | $22.0B |
| Q1 26 | — | 67.6% | ||
| Q4 25 | -12.5% | 68.0% | ||
| Q3 25 | 14.1% | 69.0% | ||
| Q2 25 | 11.8% | 68.6% | ||
| Q1 25 | 13.5% | 68.7% | ||
| Q4 24 | 14.3% | 68.7% | ||
| Q3 24 | 13.0% | 69.4% | ||
| Q2 24 | 15.3% | 69.6% |
| Q1 26 | — | 46.3% | ||
| Q4 25 | -25.2% | 47.1% | ||
| Q3 25 | 3.1% | 48.9% | ||
| Q2 25 | 1.0% | 44.9% | ||
| Q1 25 | 0.8% | 45.7% | ||
| Q4 24 | 2.6% | 45.5% | ||
| Q3 24 | 1.9% | 46.6% | ||
| Q2 24 | 3.9% | 43.1% |
| Q1 26 | — | 38.3% | ||
| Q4 25 | -24.1% | 47.3% | ||
| Q3 25 | 4.8% | 35.7% | ||
| Q2 25 | -0.1% | 35.6% | ||
| Q1 25 | 1.2% | 36.9% | ||
| Q4 24 | 3.8% | 34.6% | ||
| Q3 24 | 1.9% | 37.6% | ||
| Q2 24 | 3.8% | 34.0% |
| Q1 26 | — | $4.27 | ||
| Q4 25 | $-2.77 | $5.16 | ||
| Q3 25 | $0.60 | $3.72 | ||
| Q2 25 | $-0.01 | $3.65 | ||
| Q1 25 | $0.12 | $3.46 | ||
| Q4 24 | $0.45 | $3.23 | ||
| Q3 24 | $0.22 | $3.30 | ||
| Q2 24 | $0.46 | $2.94 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $38.5B | $78.3B |
| Total DebtLower is stronger | — | $40.3B |
| Stockholders' EquityBook value | $36.0B | $414.4B |
| Total Assets | $289.2B | $694.2B |
| Debt / EquityLower = less leverage | — | 0.10× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $78.3B | ||
| Q4 25 | $38.5B | $89.5B | ||
| Q3 25 | $42.2B | $102.0B | ||
| Q2 25 | $37.5B | $94.6B | ||
| Q1 25 | $35.2B | $79.6B | ||
| Q4 24 | $38.3B | $71.6B | ||
| Q3 24 | $36.9B | $78.4B | ||
| Q2 24 | $34.6B | $75.5B |
| Q1 26 | — | $40.3B | ||
| Q4 25 | — | $40.3B | ||
| Q3 25 | — | $43.2B | ||
| Q2 25 | — | $43.2B | ||
| Q1 25 | — | $42.9B | ||
| Q4 24 | — | $45.0B | ||
| Q3 24 | — | $45.1B | ||
| Q2 24 | — | $44.9B |
| Q1 26 | — | $414.4B | ||
| Q4 25 | $36.0B | $390.9B | ||
| Q3 25 | $47.4B | $363.1B | ||
| Q2 25 | $45.1B | $343.5B | ||
| Q1 25 | $44.6B | $321.9B | ||
| Q4 24 | $44.8B | $302.7B | ||
| Q3 24 | $44.3B | $287.7B | ||
| Q2 24 | $43.6B | $268.5B |
| Q1 26 | — | $694.2B | ||
| Q4 25 | $289.2B | $665.3B | ||
| Q3 25 | $301.0B | $636.4B | ||
| Q2 25 | $292.7B | $619.0B | ||
| Q1 25 | $284.5B | $562.6B | ||
| Q4 24 | $285.2B | $533.9B | ||
| Q3 24 | $287.0B | $523.0B | ||
| Q2 24 | $276.6B | $512.2B |
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.17× |
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 | $3.9B | — |
| Free Cash FlowOCF − Capex | $1.1B | — |
| FCF MarginFCF / Revenue | 2.4% | — |
| Capex IntensityCapex / Revenue | 6.1% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $12.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.9B | $35.8B | ||
| Q3 25 | $7.4B | $45.1B | ||
| Q2 25 | $6.3B | $42.6B | ||
| Q1 25 | $3.7B | $37.0B | ||
| Q4 24 | $3.0B | $22.3B | ||
| Q3 24 | $5.5B | $34.2B | ||
| Q2 24 | $5.5B | $37.2B |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $5.9B | ||
| Q3 25 | $5.3B | $25.7B | ||
| Q2 25 | $4.2B | $25.6B | ||
| Q1 25 | $1.9B | $20.3B | ||
| Q4 24 | $530.0M | $6.5B | ||
| Q3 24 | $3.5B | $19.3B | ||
| Q2 24 | $3.4B | $23.3B |
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 7.2% | ||
| Q3 25 | 10.4% | 33.0% | ||
| Q2 25 | 8.4% | 33.4% | ||
| Q1 25 | 4.6% | 29.0% | ||
| Q4 24 | 1.1% | 9.3% | ||
| Q3 24 | 7.6% | 29.4% | ||
| Q2 24 | 7.1% | 36.0% |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 36.8% | ||
| Q3 25 | 4.2% | 25.0% | ||
| Q2 25 | 4.2% | 22.3% | ||
| Q1 25 | 4.5% | 23.9% | ||
| Q4 24 | 5.2% | 22.7% | ||
| Q3 24 | 4.3% | 22.8% | ||
| Q2 24 | 4.4% | 21.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.93× | ||
| Q3 25 | 3.02× | 1.62× | ||
| Q2 25 | — | 1.57× | ||
| Q1 25 | 7.81× | 1.43× | ||
| Q4 24 | 1.66× | 0.92× | ||
| Q3 24 | 6.17× | 1.39× | ||
| Q2 24 | 3.01× | 1.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
F
| Ford Blue | $26.2B | 57% |
| Ford Pro | $14.9B | 33% |
| Financingincome | $2.1B | 5% |
| Ford Model E | $1.3B | 3% |
| Service And Other Revenue | $917.0M | 2% |
| Extended Service Contracts | $455.0M | 1% |
| Leasingincome | $79.0M | 0% |
| Insuranceincome | $44.0M | 0% |
MSFT
| Server Products & Cloud Services | $28.9B | 35% |
| Microsoft 365 Commercial Products & Cloud Services | $28.5B | 34% |
| $5.3B | 6% | |
| Gaming | $5.2B | 6% |
| Windows & Devices | $4.5B | 5% |
| Search & News Advertising | $4.1B | 5% |
| Microsoft 365 Consumer Products & Cloud Services | $2.9B | 4% |
| Dynamics Products & Cloud Services | $2.6B | 3% |
| Enterprise & Partner Services | $2.0B | 2% |
| Other Products & Services | $3.0M | 0% |
