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Side-by-side financial comparison of F5, Inc. (FFIV) and KENNAMETAL INC (KMT). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($811.7M vs $529.5M, roughly 1.5× KENNAMETAL INC). F5, Inc. runs the higher net margin — 18.2% vs 6.4%, a 11.8% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs 9.8%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (8.0% CAGR vs 1.3%).
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.
Kennametal, Inc. is a manufacturer of high-performance cutting tools and engineered components used in the aerospace, defense, transportation and oil and gas drilling industries. Its customer base is global.
FFIV vs KMT — Head-to-Head
Income Statement — Q2 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $811.7M | $529.5M |
| Net Profit | $148.0M | $33.9M |
| Gross Margin | 81.4% | 32.8% |
| Operating Margin | 22.1% | 9.9% |
| Net Margin | 18.2% | 6.4% |
| Revenue YoY | 11.0% | 9.8% |
| Net Profit YoY | 1.5% | 89.0% |
| EPS (diluted) | $2.58 | $0.44 |
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 | $529.5M | ||
| Q3 25 | $810.1M | $498.0M | ||
| Q2 25 | $780.4M | $516.4M | ||
| Q1 25 | $731.1M | $486.4M | ||
| Q4 24 | $766.5M | $482.1M | ||
| Q3 24 | $746.7M | $481.9M | ||
| Q2 24 | $695.5M | $543.3M |
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $33.9M | ||
| Q3 25 | $190.5M | $23.3M | ||
| Q2 25 | $189.9M | $21.6M | ||
| Q1 25 | $145.5M | $31.5M | ||
| Q4 24 | $166.4M | $17.9M | ||
| Q3 24 | $165.3M | $22.1M | ||
| Q2 24 | $144.1M | $37.2M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 32.8% | ||
| Q3 25 | 82.2% | 31.0% | ||
| Q2 25 | 81.0% | 28.2% | ||
| Q1 25 | 80.7% | 32.1% | ||
| Q4 24 | 81.7% | 30.1% | ||
| Q3 24 | 80.8% | 31.3% | ||
| Q2 24 | 80.4% | 31.5% |
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | 9.9% | ||
| Q3 25 | 25.4% | 7.5% | ||
| Q2 25 | 25.2% | 6.1% | ||
| Q1 25 | 21.7% | 9.1% | ||
| Q4 24 | 26.8% | 6.6% | ||
| Q3 24 | 25.6% | 7.5% | ||
| Q2 24 | 23.4% | 11.3% |
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | 6.4% | ||
| Q3 25 | 23.5% | 4.7% | ||
| Q2 25 | 24.3% | 4.2% | ||
| Q1 25 | 19.9% | 6.5% | ||
| Q4 24 | 21.7% | 3.7% | ||
| Q3 24 | 22.1% | 4.6% | ||
| Q2 24 | 20.7% | 6.8% |
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $0.44 | ||
| Q3 25 | $3.25 | $0.30 | ||
| Q2 25 | $3.25 | $0.28 | ||
| Q1 25 | $2.48 | $0.41 | ||
| Q4 24 | $2.82 | $0.23 | ||
| Q3 24 | $2.79 | $0.28 | ||
| Q2 24 | $2.44 | $0.47 |
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 | $129.3M |
| Total DebtLower is stronger | — | $597.2M |
| Stockholders' EquityBook value | $3.6B | $1.3B |
| Total Assets | $6.5B | $2.6B |
| Debt / EquityLower = less leverage | — | 0.45× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | $129.3M | ||
| Q3 25 | $1.3B | $103.5M | ||
| Q2 25 | $1.4B | $140.5M | ||
| Q1 25 | $1.3B | $97.5M | ||
| Q4 24 | $1.2B | $121.2M | ||
| Q3 24 | $1.1B | $119.6M | ||
| Q2 24 | $935.6M | $128.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $597.2M | ||
| Q3 25 | — | $597.0M | ||
| Q2 25 | — | $596.8M | ||
| Q1 25 | — | $596.6M | ||
| Q4 24 | — | $596.4M | ||
| Q3 24 | — | $596.2M | ||
| Q2 24 | — | $596.0M |
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $1.3B | ||
| Q3 25 | $3.6B | $1.3B | ||
| Q2 25 | $3.5B | $1.3B | ||
| Q1 25 | $3.3B | $1.2B | ||
| Q4 24 | $3.2B | $1.2B | ||
| Q3 24 | $3.1B | $1.3B | ||
| Q2 24 | $3.0B | $1.2B |
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $2.6B | ||
| Q3 25 | $6.3B | $2.5B | ||
| Q2 25 | $6.1B | $2.5B | ||
| Q1 25 | $5.9B | $2.5B | ||
| Q4 24 | $5.9B | $2.4B | ||
| Q3 24 | $5.6B | $2.5B | ||
| Q2 24 | $5.4B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.46× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.49× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× |
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 | $55.1M |
| Free Cash FlowOCF − Capex | — | $42.4M |
| FCF MarginFCF / Revenue | — | 8.0% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | 3.55× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | — | $99.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $55.1M | ||
| Q3 25 | $208.1M | $17.5M | ||
| Q2 25 | $282.2M | $78.6M | ||
| Q1 25 | $256.6M | $28.8M | ||
| Q4 24 | $202.8M | $55.2M | ||
| Q3 24 | $246.5M | $45.7M | ||
| Q2 24 | $159.0M | $113.6M |
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $42.4M | ||
| Q3 25 | $191.9M | $-5.5M | ||
| Q2 25 | $273.7M | $57.1M | ||
| Q1 25 | $246.1M | $5.3M | ||
| Q4 24 | $194.7M | $35.9M | ||
| Q3 24 | $240.4M | $21.0M | ||
| Q2 24 | $153.1M | $90.3M |
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 8.0% | ||
| Q3 25 | 23.7% | -1.1% | ||
| Q2 25 | 35.1% | 11.1% | ||
| Q1 25 | 33.7% | 1.1% | ||
| Q4 24 | 25.4% | 7.5% | ||
| Q3 24 | 32.2% | 4.4% | ||
| Q2 24 | 22.0% | 16.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 2.4% | ||
| Q3 25 | 2.0% | 4.6% | ||
| Q2 25 | 1.1% | 4.2% | ||
| Q1 25 | 1.4% | 4.8% | ||
| Q4 24 | 1.1% | 4.0% | ||
| Q3 24 | 0.8% | 5.1% | ||
| Q2 24 | 0.8% | 4.3% |
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 1.63× | ||
| Q3 25 | 1.09× | 0.75× | ||
| Q2 25 | 1.49× | 3.64× | ||
| Q1 25 | 1.76× | 0.92× | ||
| Q4 24 | 1.22× | 3.08× | ||
| Q3 24 | 1.49× | 2.07× | ||
| Q2 24 | 1.10× | 3.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FFIV
Segment breakdown not available.
KMT
| Metal Cutting | $331.1M | 63% |
| Infrastructure | $198.5M | 37% |
