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Side-by-side financial comparison of F5, Inc. (FFIV) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $822.5M, roughly 1.3× F5, Inc.). F5, Inc. runs the higher net margin — 21.9% vs 10.5%, a 11.4% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (7.3% vs 6.2%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (9.9% CAGR vs -0.5%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
FFIV vs VMI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $822.5M | $1.0B |
| Net Profit | $180.1M | $108.0M |
| Gross Margin | 81.5% | 30.8% |
| Operating Margin | 26.0% | 15.1% |
| Net Margin | 21.9% | 10.5% |
| Revenue YoY | 7.3% | 6.2% |
| Net Profit YoY | 8.2% | 23.8% |
| EPS (diluted) | $3.10 | $5.51 |
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 | — | $1.0B | ||
| Q4 25 | $822.5M | $1.0B | ||
| Q3 25 | $810.1M | $1.0B | ||
| Q2 25 | $780.4M | $1.1B | ||
| Q1 25 | $731.1M | $969.3M | ||
| Q4 24 | $766.5M | $1.0B | ||
| Q3 24 | $746.7M | $1.0B | ||
| Q2 24 | $695.5M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $180.1M | $168.0M | ||
| Q3 25 | $190.5M | $99.0M | ||
| Q2 25 | $189.9M | $-4.0M | ||
| Q1 25 | $145.5M | $87.3M | ||
| Q4 24 | $166.4M | $77.7M | ||
| Q3 24 | $165.3M | $83.1M | ||
| Q2 24 | $144.1M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 81.5% | 29.8% | ||
| Q3 25 | 82.2% | 30.4% | ||
| Q2 25 | 81.0% | 30.6% | ||
| Q1 25 | 80.7% | 30.0% | ||
| Q4 24 | 81.7% | 30.2% | ||
| Q3 24 | 80.8% | 29.6% | ||
| Q2 24 | 80.4% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 26.0% | 11.2% | ||
| Q3 25 | 25.4% | 13.5% | ||
| Q2 25 | 25.2% | 2.8% | ||
| Q1 25 | 21.7% | 13.2% | ||
| Q4 24 | 26.8% | 11.6% | ||
| Q3 24 | 25.6% | 12.3% | ||
| Q2 24 | 23.4% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 21.9% | 16.2% | ||
| Q3 25 | 23.5% | 9.5% | ||
| Q2 25 | 24.3% | -0.4% | ||
| Q1 25 | 19.9% | 9.0% | ||
| Q4 24 | 21.7% | 7.5% | ||
| Q3 24 | 22.1% | 8.1% | ||
| Q2 24 | 20.7% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $3.10 | $9.02 | ||
| Q3 25 | $3.25 | $4.98 | ||
| Q2 25 | $3.25 | $-1.53 | ||
| Q1 25 | $2.48 | $4.32 | ||
| Q4 24 | $2.82 | $3.85 | ||
| Q3 24 | $2.79 | $4.11 | ||
| Q2 24 | $2.44 | $4.91 |
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 | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.5B | $1.7B |
| Total Assets | $6.3B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $1.2B | $187.1M | ||
| Q3 25 | $1.3B | $226.1M | ||
| Q2 25 | $1.4B | $208.5M | ||
| Q1 25 | $1.3B | $184.4M | ||
| Q4 24 | $1.2B | $164.3M | ||
| Q3 24 | $1.1B | $200.5M | ||
| Q2 24 | $935.6M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.5B | $1.6B | ||
| Q3 25 | $3.6B | $1.6B | ||
| Q2 25 | $3.5B | $1.5B | ||
| Q1 25 | $3.3B | $1.6B | ||
| Q4 24 | $3.2B | $1.5B | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $3.0B | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $6.3B | $3.4B | ||
| Q3 25 | $6.3B | $3.4B | ||
| Q2 25 | $6.1B | $3.3B | ||
| Q1 25 | $5.9B | $3.4B | ||
| Q4 24 | $5.9B | $3.3B | ||
| Q3 24 | $5.6B | $3.5B | ||
| Q2 24 | $5.4B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $149.5M | — |
| FCF MarginFCF / Revenue | 18.2% | — |
| Capex IntensityCapex / Revenue | 1.2% | — |
| Cash ConversionOCF / Net Profit | 0.88× | — |
| TTM Free Cash FlowTrailing 4 quarters | $861.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $159.2M | $111.2M | ||
| Q3 25 | $208.1M | $112.5M | ||
| Q2 25 | $282.2M | $167.6M | ||
| Q1 25 | $256.6M | $65.1M | ||
| Q4 24 | $202.8M | $193.4M | ||
| Q3 24 | $246.5M | $225.1M | ||
| Q2 24 | $159.0M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $70.4M | ||
| Q3 25 | $191.9M | $70.6M | ||
| Q2 25 | $273.7M | $135.6M | ||
| Q1 25 | $246.1M | $34.8M | ||
| Q4 24 | $194.7M | $167.8M | ||
| Q3 24 | $240.4M | $204.6M | ||
| Q2 24 | $153.1M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 6.8% | ||
| Q3 25 | 23.7% | 6.7% | ||
| Q2 25 | 35.1% | 12.9% | ||
| Q1 25 | 33.7% | 3.6% | ||
| Q4 24 | 25.4% | 16.2% | ||
| Q3 24 | 32.2% | 20.1% | ||
| Q2 24 | 22.0% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 3.9% | ||
| Q3 25 | 2.0% | 4.0% | ||
| Q2 25 | 1.1% | 3.0% | ||
| Q1 25 | 1.4% | 3.1% | ||
| Q4 24 | 1.1% | 2.5% | ||
| Q3 24 | 0.8% | 2.0% | ||
| Q2 24 | 0.8% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | 0.66× | ||
| Q3 25 | 1.09× | 1.14× | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.76× | 0.75× | ||
| Q4 24 | 1.22× | 2.49× | ||
| Q3 24 | 1.49× | 2.71× | ||
| Q2 24 | 1.10× | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
