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Side-by-side financial comparison of F5, Inc. (FFIV) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $811.7M, roughly 1.1× F5, Inc.). F5, Inc. runs the higher net margin — 18.2% vs 4.1%, a 14.1% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs 8.9%). Over the past eight quarters, RH's revenue compounded faster (9.4% CAGR vs 8.0%).
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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
FFIV vs RH — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $811.7M | $883.8M |
| Net Profit | $148.0M | $36.3M |
| Gross Margin | 81.4% | 44.1% |
| Operating Margin | 22.1% | 12.0% |
| Net Margin | 18.2% | 4.1% |
| Revenue YoY | 11.0% | 8.9% |
| Net Profit YoY | 1.5% | 9.3% |
| EPS (diluted) | $2.58 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $810.1M | $899.2M | ||
| Q2 25 | $780.4M | $814.0M | ||
| Q1 25 | $731.1M | $812.4M | ||
| Q4 24 | $766.5M | $811.7M | ||
| Q3 24 | $746.7M | $829.7M | ||
| Q2 24 | $695.5M | $727.0M |
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $36.3M | ||
| Q3 25 | $190.5M | $51.7M | ||
| Q2 25 | $189.9M | $8.0M | ||
| Q1 25 | $145.5M | $13.9M | ||
| Q4 24 | $166.4M | $33.2M | ||
| Q3 24 | $165.3M | $29.0M | ||
| Q2 24 | $144.1M | $-3.6M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 44.1% | ||
| Q3 25 | 82.2% | 45.5% | ||
| Q2 25 | 81.0% | 43.7% | ||
| Q1 25 | 80.7% | 44.7% | ||
| Q4 24 | 81.7% | 44.5% | ||
| Q3 24 | 80.8% | 45.2% | ||
| Q2 24 | 80.4% | 43.5% |
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | 12.0% | ||
| Q3 25 | 25.4% | 14.3% | ||
| Q2 25 | 25.2% | 6.9% | ||
| Q1 25 | 21.7% | 8.7% | ||
| Q4 24 | 26.8% | 12.5% | ||
| Q3 24 | 25.6% | 11.6% | ||
| Q2 24 | 23.4% | 7.5% |
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | 4.1% | ||
| Q3 25 | 23.5% | 5.8% | ||
| Q2 25 | 24.3% | 1.0% | ||
| Q1 25 | 19.9% | 1.7% | ||
| Q4 24 | 21.7% | 4.1% | ||
| Q3 24 | 22.1% | 3.5% | ||
| Q2 24 | 20.7% | -0.5% |
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $1.83 | ||
| Q3 25 | $3.25 | $2.62 | ||
| Q2 25 | $3.25 | $0.40 | ||
| Q1 25 | $2.48 | $0.71 | ||
| Q4 24 | $2.82 | $1.66 | ||
| Q3 24 | $2.79 | $1.45 | ||
| Q2 24 | $2.44 | $-0.20 |
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 | $43.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.6B | $3.3M |
| 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 | $43.1M | ||
| Q3 25 | $1.3B | $34.6M | ||
| Q2 25 | $1.4B | $46.1M | ||
| Q1 25 | $1.3B | $30.4M | ||
| Q4 24 | $1.2B | $87.0M | ||
| Q3 24 | $1.1B | $78.3M | ||
| Q2 24 | $935.6M | $101.8M |
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $3.3M | ||
| Q3 25 | $3.6B | $-40.9M | ||
| Q2 25 | $3.5B | $-110.8M | ||
| Q1 25 | $3.3B | $-163.6M | ||
| Q4 24 | $3.2B | $-183.0M | ||
| Q3 24 | $3.1B | $-234.7M | ||
| Q2 24 | $3.0B | $-289.9M |
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $4.8B | ||
| Q3 25 | $6.3B | $4.7B | ||
| Q2 25 | $6.1B | $4.7B | ||
| Q1 25 | $5.9B | $4.6B | ||
| Q4 24 | $5.9B | $4.5B | ||
| Q3 24 | $5.6B | $4.4B | ||
| Q2 24 | $5.4B | $4.2B |
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 | $131.9M |
| Free Cash FlowOCF − Capex | — | $83.0M |
| FCF MarginFCF / Revenue | — | 9.4% |
| Capex IntensityCapex / Revenue | — | 5.5% |
| Cash ConversionOCF / Net Profit | 3.55× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $131.9M | ||
| Q3 25 | $208.1M | $137.7M | ||
| Q2 25 | $282.2M | $86.6M | ||
| Q1 25 | $256.6M | $-18.8M | ||
| Q4 24 | $202.8M | $-31.4M | ||
| Q3 24 | $246.5M | $11.2M | ||
| Q2 24 | $159.0M | $56.1M |
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $83.0M | ||
| Q3 25 | $191.9M | $80.7M | ||
| Q2 25 | $273.7M | $34.1M | ||
| Q1 25 | $246.1M | $-69.7M | ||
| Q4 24 | $194.7M | $-96.0M | ||
| Q3 24 | $240.4M | $-37.9M | ||
| Q2 24 | $153.1M | $-10.1M |
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 9.4% | ||
| Q3 25 | 23.7% | 9.0% | ||
| Q2 25 | 35.1% | 4.2% | ||
| Q1 25 | 33.7% | -8.6% | ||
| Q4 24 | 25.4% | -11.8% | ||
| Q3 24 | 32.2% | -4.6% | ||
| Q2 24 | 22.0% | -1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 5.5% | ||
| Q3 25 | 2.0% | 6.3% | ||
| Q2 25 | 1.1% | 6.5% | ||
| Q1 25 | 1.4% | 6.3% | ||
| Q4 24 | 1.1% | 8.0% | ||
| Q3 24 | 0.8% | 5.9% | ||
| Q2 24 | 0.8% | 9.1% |
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 3.64× | ||
| Q3 25 | 1.09× | 2.66× | ||
| Q2 25 | 1.49× | 10.78× | ||
| Q1 25 | 1.76× | -1.35× | ||
| Q4 24 | 1.22× | -0.95× | ||
| Q3 24 | 1.49× | 0.39× | ||
| Q2 24 | 1.10× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FFIV
Segment breakdown not available.
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
