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Side-by-side financial comparison of F5, Inc. (FFIV) and GUESS INC (GES). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($811.7M vs $791.4M, roughly 1.0× GUESS INC). F5, Inc. runs the higher net margin — 18.2% vs 3.2%, a 15.0% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs 7.2%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (8.0% CAGR vs -5.8%).
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
Guess?, Inc. is an American clothing company, notable for its black-and-white advertisements. It licenses its brand on other fashion accessories, such as watches, jewelry, perfumes, bags and shoes.
FFIV vs GES — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $811.7M | $791.4M |
| Net Profit | $148.0M | $25.6M |
| Gross Margin | 81.4% | 42.5% |
| Operating Margin | 22.1% | 2.9% |
| Net Margin | 18.2% | 3.2% |
| Revenue YoY | 11.0% | 7.2% |
| Net Profit YoY | 1.5% | 209.6% |
| EPS (diluted) | $2.58 | $0.48 |
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 | $811.7M | — | ||
| Q4 25 | $822.5M | $791.4M | ||
| Q3 25 | $810.1M | $772.9M | ||
| Q2 25 | $780.4M | $647.8M | ||
| Q1 25 | $731.1M | $932.3M | ||
| Q4 24 | $766.5M | $738.5M | ||
| Q3 24 | $746.7M | $732.6M | ||
| Q2 24 | $695.5M | $591.9M |
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $25.6M | ||
| Q3 25 | $190.5M | $6.2M | ||
| Q2 25 | $189.9M | $-32.9M | ||
| Q1 25 | $145.5M | $81.4M | ||
| Q4 24 | $166.4M | $-23.4M | ||
| Q3 24 | $165.3M | $-10.6M | ||
| Q2 24 | $144.1M | $13.0M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 42.5% | ||
| Q3 25 | 82.2% | 42.5% | ||
| Q2 25 | 81.0% | 39.9% | ||
| Q1 25 | 80.7% | 44.1% | ||
| Q4 24 | 81.7% | 43.6% | ||
| Q3 24 | 80.8% | 43.7% | ||
| Q2 24 | 80.4% | 41.9% |
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | 2.9% | ||
| Q3 25 | 25.4% | 2.3% | ||
| Q2 25 | 25.2% | -5.1% | ||
| Q1 25 | 21.7% | 11.1% | ||
| Q4 24 | 26.8% | 5.7% | ||
| Q3 24 | 25.6% | 6.5% | ||
| Q2 24 | 23.4% | -3.4% |
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | 3.2% | ||
| Q3 25 | 23.5% | 0.8% | ||
| Q2 25 | 24.3% | -5.1% | ||
| Q1 25 | 19.9% | 8.7% | ||
| Q4 24 | 21.7% | -3.2% | ||
| Q3 24 | 22.1% | -1.4% | ||
| Q2 24 | 20.7% | 2.2% |
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $0.48 | ||
| Q3 25 | $3.25 | $0.12 | ||
| Q2 25 | $3.25 | $-0.65 | ||
| Q1 25 | $2.48 | $1.29 | ||
| Q4 24 | $2.82 | $-0.47 | ||
| Q3 24 | $2.79 | $-0.28 | ||
| Q2 24 | $2.44 | $0.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.4B | $154.2M |
| Total DebtLower is stronger | — | $299.5M |
| Stockholders' EquityBook value | $3.6B | $508.5M |
| Total Assets | $6.5B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | $154.2M | ||
| Q3 25 | $1.3B | $189.6M | ||
| Q2 25 | $1.4B | $151.2M | ||
| Q1 25 | $1.3B | $187.7M | ||
| Q4 24 | $1.2B | $140.9M | ||
| Q3 24 | $1.1B | $218.9M | ||
| Q2 24 | $935.6M | $241.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $299.5M | ||
| Q3 25 | — | $258.4M | ||
| Q2 25 | — | $241.7M | ||
| Q1 25 | — | $150.7M | ||
| Q4 24 | — | $238.3M | ||
| Q3 24 | — | $187.8M | ||
| Q2 24 | — | $196.9M |
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $508.5M | ||
| Q3 25 | $3.6B | $487.6M | ||
| Q2 25 | $3.5B | $483.6M | ||
| Q1 25 | $3.3B | $505.0M | ||
| Q4 24 | $3.2B | $450.7M | ||
| Q3 24 | $3.1B | $491.2M | ||
| Q2 24 | $3.0B | $565.5M |
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $3.0B | ||
| Q3 25 | $6.3B | $3.0B | ||
| Q2 25 | $6.1B | $2.9B | ||
| Q1 25 | $5.9B | $2.8B | ||
| Q4 24 | $5.9B | $2.8B | ||
| Q3 24 | $5.6B | $2.8B | ||
| Q2 24 | $5.4B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.53× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.35× |
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 | $525.1M | $-39.5M |
| Free Cash FlowOCF − Capex | — | $-56.3M |
| FCF MarginFCF / Revenue | — | -7.1% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | 3.55× | -1.54× |
| TTM Free Cash FlowTrailing 4 quarters | — | $62.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $-39.5M | ||
| Q3 25 | $208.1M | $74.9M | ||
| Q2 25 | $282.2M | $-73.4M | ||
| Q1 25 | $256.6M | $183.2M | ||
| Q4 24 | $202.8M | $-83.3M | ||
| Q3 24 | $246.5M | $44.7M | ||
| Q2 24 | $159.0M | $-22.9M |
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $-56.3M | ||
| Q3 25 | $191.9M | $53.4M | ||
| Q2 25 | $273.7M | $-95.3M | ||
| Q1 25 | $246.1M | $160.7M | ||
| Q4 24 | $194.7M | $-105.4M | ||
| Q3 24 | $240.4M | $24.3M | ||
| Q2 24 | $153.1M | $-44.0M |
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | -7.1% | ||
| Q3 25 | 23.7% | 6.9% | ||
| Q2 25 | 35.1% | -14.7% | ||
| Q1 25 | 33.7% | 17.2% | ||
| Q4 24 | 25.4% | -14.3% | ||
| Q3 24 | 32.2% | 3.3% | ||
| Q2 24 | 22.0% | -7.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 2.1% | ||
| Q3 25 | 2.0% | 2.8% | ||
| Q2 25 | 1.1% | 3.4% | ||
| Q1 25 | 1.4% | 2.4% | ||
| Q4 24 | 1.1% | 3.0% | ||
| Q3 24 | 0.8% | 2.8% | ||
| Q2 24 | 0.8% | 3.6% |
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | -1.54× | ||
| Q3 25 | 1.09× | 12.00× | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.76× | 2.25× | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.10× | -1.76× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FFIV
Segment breakdown not available.
GES
| Products | $760.3M | 96% |
| Royalty | $31.1M | 4% |
