vs
Side-by-side financial comparison of F5, Inc. (FFIV) and M/I HOMES, INC. (MHO). Click either name above to swap in a different company.
M/I HOMES, INC. is the larger business by last-quarter revenue ($1.1B vs $811.7M, roughly 1.4× F5, Inc.). F5, Inc. runs the higher net margin — 18.2% vs 5.6%, a 12.7% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs -4.8%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (8.0% CAGR vs 4.7%).
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.
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
FFIV vs MHO — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $811.7M | $1.1B |
| Net Profit | $148.0M | $64.0M |
| Gross Margin | 81.4% | 17.4% |
| Operating Margin | 22.1% | 6.5% |
| Net Margin | 18.2% | 5.6% |
| Revenue YoY | 11.0% | -4.8% |
| Net Profit YoY | 1.5% | -52.1% |
| EPS (diluted) | $2.58 | $2.42 |
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 | $1.1B | ||
| Q3 25 | $810.1M | $1.1B | ||
| Q2 25 | $780.4M | $1.2B | ||
| Q1 25 | $731.1M | $976.1M | ||
| Q4 24 | $766.5M | $1.2B | ||
| Q3 24 | $746.7M | $1.1B | ||
| Q2 24 | $695.5M | $1.1B |
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $64.0M | ||
| Q3 25 | $190.5M | $106.5M | ||
| Q2 25 | $189.9M | $121.2M | ||
| Q1 25 | $145.5M | $111.2M | ||
| Q4 24 | $166.4M | $133.5M | ||
| Q3 24 | $165.3M | $145.4M | ||
| Q2 24 | $144.1M | $146.7M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 17.4% | ||
| Q3 25 | 82.2% | 24.5% | ||
| Q2 25 | 81.0% | 24.7% | ||
| Q1 25 | 80.7% | 25.9% | ||
| Q4 24 | 81.7% | 24.6% | ||
| Q3 24 | 80.8% | 27.1% | ||
| Q2 24 | 80.4% | 27.9% |
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | 6.5% | ||
| Q3 25 | 25.4% | 12.0% | ||
| Q2 25 | 25.2% | 13.4% | ||
| Q1 25 | 21.7% | 14.4% | ||
| Q4 24 | 26.8% | 13.6% | ||
| Q3 24 | 25.6% | 15.9% | ||
| Q2 24 | 23.4% | 16.8% |
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | 5.6% | ||
| Q3 25 | 23.5% | 9.4% | ||
| Q2 25 | 24.3% | 10.4% | ||
| Q1 25 | 19.9% | 11.4% | ||
| Q4 24 | 21.7% | 11.1% | ||
| Q3 24 | 22.1% | 12.7% | ||
| Q2 24 | 20.7% | 13.2% |
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $2.42 | ||
| Q3 25 | $3.25 | $3.92 | ||
| Q2 25 | $3.25 | $4.42 | ||
| Q1 25 | $2.48 | $3.98 | ||
| Q4 24 | $2.82 | $4.71 | ||
| Q3 24 | $2.79 | $5.10 | ||
| Q2 24 | $2.44 | $5.12 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.6B | $3.2B |
| Total Assets | $6.5B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $935.6M | — |
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $3.2B | ||
| Q3 25 | $3.6B | $3.1B | ||
| Q2 25 | $3.5B | $3.1B | ||
| Q1 25 | $3.3B | $3.0B | ||
| Q4 24 | $3.2B | $2.9B | ||
| Q3 24 | $3.1B | $2.8B | ||
| Q2 24 | $3.0B | $2.7B |
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $4.8B | ||
| Q3 25 | $6.3B | $4.8B | ||
| Q2 25 | $6.1B | $4.7B | ||
| Q1 25 | $5.9B | $4.6B | ||
| Q4 24 | $5.9B | $4.5B | ||
| Q3 24 | $5.6B | $4.5B | ||
| Q2 24 | $5.4B | $4.3B |
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 | $-8.7M |
| Free Cash FlowOCF − Capex | — | $-13.0M |
| FCF MarginFCF / Revenue | — | -1.1% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | 3.55× | -0.14× |
| TTM Free Cash FlowTrailing 4 quarters | — | $127.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $-8.7M | ||
| Q3 25 | $208.1M | $43.4M | ||
| Q2 25 | $282.2M | $37.8M | ||
| Q1 25 | $256.6M | $64.9M | ||
| Q4 24 | $202.8M | $104.4M | ||
| Q3 24 | $246.5M | $-67.9M | ||
| Q2 24 | $159.0M | $27.5M |
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $-13.0M | ||
| Q3 25 | $191.9M | $42.0M | ||
| Q2 25 | $273.7M | $35.1M | ||
| Q1 25 | $246.1M | $63.5M | ||
| Q4 24 | $194.7M | $102.3M | ||
| Q3 24 | $240.4M | $-68.5M | ||
| Q2 24 | $153.1M | $22.0M |
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | -1.1% | ||
| Q3 25 | 23.7% | 3.7% | ||
| Q2 25 | 35.1% | 3.0% | ||
| Q1 25 | 33.7% | 6.5% | ||
| Q4 24 | 25.4% | 8.5% | ||
| Q3 24 | 32.2% | -6.0% | ||
| Q2 24 | 22.0% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 0.4% | ||
| Q3 25 | 2.0% | 0.1% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 1.4% | 0.1% | ||
| Q4 24 | 1.1% | 0.2% | ||
| Q3 24 | 0.8% | 0.1% | ||
| Q2 24 | 0.8% | 0.5% |
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | -0.14× | ||
| Q3 25 | 1.09× | 0.41× | ||
| Q2 25 | 1.49× | 0.31× | ||
| Q1 25 | 1.76× | 0.58× | ||
| Q4 24 | 1.22× | 0.78× | ||
| Q3 24 | 1.49× | -0.47× | ||
| Q2 24 | 1.10× | 0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FFIV
Segment breakdown not available.
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
