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Side-by-side financial comparison of F5, Inc. (FFIV) and Noble Corp plc (NE). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($822.5M vs $764.4M, roughly 1.1× Noble Corp plc). F5, Inc. runs the higher net margin — 21.9% vs 11.3%, a 10.6% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (7.3% vs -17.6%). F5, Inc. produced more free cash flow last quarter ($149.5M vs $35.4M). Over the past eight quarters, F5, Inc.'s revenue compounded faster (9.9% CAGR vs 9.5%).
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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
FFIV vs NE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $822.5M | $764.4M |
| Net Profit | $180.1M | $86.6M |
| Gross Margin | 81.5% | — |
| Operating Margin | 26.0% | 5.6% |
| Net Margin | 21.9% | 11.3% |
| Revenue YoY | 7.3% | -17.6% |
| Net Profit YoY | 8.2% | -10.4% |
| EPS (diluted) | $3.10 | $0.54 |
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.
| Q4 25 | $822.5M | $764.4M | ||
| Q3 25 | $810.1M | $798.0M | ||
| Q2 25 | $780.4M | $848.7M | ||
| Q1 25 | $731.1M | $874.5M | ||
| Q4 24 | $766.5M | $927.3M | ||
| Q3 24 | $746.7M | $800.5M | ||
| Q2 24 | $695.5M | $692.8M | ||
| Q1 24 | $681.4M | $637.1M |
| Q4 25 | $180.1M | $86.6M | ||
| Q3 25 | $190.5M | $-21.1M | ||
| Q2 25 | $189.9M | $42.9M | ||
| Q1 25 | $145.5M | $108.3M | ||
| Q4 24 | $166.4M | $96.6M | ||
| Q3 24 | $165.3M | $61.2M | ||
| Q2 24 | $144.1M | $195.0M | ||
| Q1 24 | $119.0M | $95.5M |
| Q4 25 | 81.5% | — | ||
| Q3 25 | 82.2% | — | ||
| Q2 25 | 81.0% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 81.7% | — | ||
| Q3 24 | 80.8% | — | ||
| Q2 24 | 80.4% | — | ||
| Q1 24 | 79.3% | — |
| Q4 25 | 26.0% | 5.6% | ||
| Q3 25 | 25.4% | 6.3% | ||
| Q2 25 | 25.2% | 15.9% | ||
| Q1 25 | 21.7% | 21.4% | ||
| Q4 24 | 26.8% | 18.4% | ||
| Q3 24 | 25.6% | 14.4% | ||
| Q2 24 | 23.4% | 30.3% | ||
| Q1 24 | 20.5% | 16.9% |
| Q4 25 | 21.9% | 11.3% | ||
| Q3 25 | 23.5% | -2.6% | ||
| Q2 25 | 24.3% | 5.1% | ||
| Q1 25 | 19.9% | 12.4% | ||
| Q4 24 | 21.7% | 10.4% | ||
| Q3 24 | 22.1% | 7.6% | ||
| Q2 24 | 20.7% | 28.1% | ||
| Q1 24 | 17.5% | 15.0% |
| Q4 25 | $3.10 | $0.54 | ||
| Q3 25 | $3.25 | $-0.13 | ||
| Q2 25 | $3.25 | $0.27 | ||
| Q1 25 | $2.48 | $0.67 | ||
| Q4 24 | $2.82 | $0.56 | ||
| Q3 24 | $2.79 | $0.40 | ||
| Q2 24 | $2.44 | $1.34 | ||
| Q1 24 | $2.00 | $0.66 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $471.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.5B | $4.5B |
| Total Assets | $6.3B | $7.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $471.4M | ||
| Q3 25 | $1.3B | $477.9M | ||
| Q2 25 | $1.4B | $338.2M | ||
| Q1 25 | $1.3B | $303.8M | ||
| Q4 24 | $1.2B | $247.3M | ||
| Q3 24 | $1.1B | $391.9M | ||
| Q2 24 | $935.6M | $162.9M | ||
| Q1 24 | $903.5M | $212.5M |
| Q4 25 | $3.5B | $4.5B | ||
| Q3 25 | $3.6B | $4.5B | ||
| Q2 25 | $3.5B | $4.6B | ||
| Q1 25 | $3.3B | $4.7B | ||
| Q4 24 | $3.2B | $4.7B | ||
| Q3 24 | $3.1B | $4.7B | ||
| Q2 24 | $3.0B | $4.0B | ||
| Q1 24 | $2.9B | $3.9B |
| Q4 25 | $6.3B | $7.5B | ||
| Q3 25 | $6.3B | $7.6B | ||
| Q2 25 | $6.1B | $7.7B | ||
| Q1 25 | $5.9B | $7.9B | ||
| Q4 24 | $5.9B | $8.0B | ||
| Q3 24 | $5.6B | $8.0B | ||
| Q2 24 | $5.4B | $5.6B | ||
| Q1 24 | $5.4B | $5.4B |
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 | $159.2M | $187.1M |
| Free Cash FlowOCF − Capex | $149.5M | $35.4M |
| FCF MarginFCF / Revenue | 18.2% | 4.6% |
| Capex IntensityCapex / Revenue | 1.2% | 19.9% |
| Cash ConversionOCF / Net Profit | 0.88× | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $861.2M | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $159.2M | $187.1M | ||
| Q3 25 | $208.1M | $277.1M | ||
| Q2 25 | $282.2M | $216.4M | ||
| Q1 25 | $256.6M | $271.1M | ||
| Q4 24 | $202.8M | $136.2M | ||
| Q3 24 | $246.5M | $283.8M | ||
| Q2 24 | $159.0M | $106.8M | ||
| Q1 24 | $221.6M | $128.7M |
| Q4 25 | $149.5M | $35.4M | ||
| Q3 25 | $191.9M | $139.5M | ||
| Q2 25 | $273.7M | $99.8M | ||
| Q1 25 | $246.1M | $157.5M | ||
| Q4 24 | $194.7M | $-4.4M | ||
| Q3 24 | $240.4M | $156.8M | ||
| Q2 24 | $153.1M | $-34.3M | ||
| Q1 24 | $212.2M | $-37.9M |
| Q4 25 | 18.2% | 4.6% | ||
| Q3 25 | 23.7% | 17.5% | ||
| Q2 25 | 35.1% | 11.8% | ||
| Q1 25 | 33.7% | 18.0% | ||
| Q4 24 | 25.4% | -0.5% | ||
| Q3 24 | 32.2% | 19.6% | ||
| Q2 24 | 22.0% | -4.9% | ||
| Q1 24 | 31.1% | -6.0% |
| Q4 25 | 1.2% | 19.9% | ||
| Q3 25 | 2.0% | 17.3% | ||
| Q2 25 | 1.1% | 13.7% | ||
| Q1 25 | 1.4% | 13.0% | ||
| Q4 24 | 1.1% | 15.2% | ||
| Q3 24 | 0.8% | 15.9% | ||
| Q2 24 | 0.8% | 20.4% | ||
| Q1 24 | 1.4% | 26.2% |
| Q4 25 | 0.88× | 2.16× | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.49× | 5.05× | ||
| Q1 25 | 1.76× | 2.50× | ||
| Q4 24 | 1.22× | 1.41× | ||
| Q3 24 | 1.49× | 4.64× | ||
| Q2 24 | 1.10× | 0.55× | ||
| Q1 24 | 1.86× | 1.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FFIV
| Services | $412.2M | 50% |
| Products | $410.3M | 50% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
