vs
Side-by-side financial comparison of Fabrinet (FN) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($1.9B vs $1.1B, roughly 1.7× Fabrinet). On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 27.4%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% CAGR vs 24.4%).
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
FN vs MBLY — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.9B |
| Net Profit | $112.6M | — |
| Gross Margin | 12.2% | 14.2% |
| Operating Margin | 10.1% | — |
| Net Margin | 9.9% | — |
| Revenue YoY | 35.9% | 27.4% |
| Net Profit YoY | 30.0% | — |
| EPS (diluted) | $3.11 | — |
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 | — | $1.9B | ||
| Q4 25 | $1.1B | $446.0M | ||
| Q3 25 | $978.1M | $504.0M | ||
| Q2 25 | $909.7M | $506.0M | ||
| Q1 25 | $871.8M | $438.0M | ||
| Q4 24 | $833.6M | $490.0M | ||
| Q3 24 | $804.2M | $486.0M | ||
| Q2 24 | $753.3M | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $112.6M | $-127.0M | ||
| Q3 25 | $95.9M | $-96.0M | ||
| Q2 25 | $87.2M | $-67.0M | ||
| Q1 25 | $81.3M | $-102.0M | ||
| Q4 24 | $86.6M | $-71.0M | ||
| Q3 24 | $77.4M | $-2.7B | ||
| Q2 24 | $81.1M | $-86.0M |
| Q1 26 | — | 14.2% | ||
| Q4 25 | 12.2% | 45.3% | ||
| Q3 25 | 11.9% | 48.2% | ||
| Q2 25 | 12.2% | 49.8% | ||
| Q1 25 | 11.7% | 47.3% | ||
| Q4 24 | 12.1% | 49.2% | ||
| Q3 24 | 12.3% | 48.8% | ||
| Q2 24 | 12.3% | 47.6% |
| Q1 26 | — | — | ||
| Q4 25 | 10.1% | -31.4% | ||
| Q3 25 | 9.6% | -21.6% | ||
| Q2 25 | 9.8% | -14.6% | ||
| Q1 25 | 9.0% | -26.7% | ||
| Q4 24 | 9.5% | -17.6% | ||
| Q3 24 | 9.6% | -577.6% | ||
| Q2 24 | 9.7% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 9.9% | -28.5% | ||
| Q3 25 | 9.8% | -19.0% | ||
| Q2 25 | 9.6% | -13.2% | ||
| Q1 25 | 9.3% | -23.3% | ||
| Q4 24 | 10.4% | -14.5% | ||
| Q3 24 | 9.6% | -558.6% | ||
| Q2 24 | 10.8% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $3.11 | $-0.15 | ||
| Q3 25 | $2.66 | $-0.12 | ||
| Q2 25 | $2.41 | $-0.08 | ||
| Q1 25 | $2.25 | $-0.13 | ||
| Q4 24 | $2.38 | $-0.09 | ||
| Q3 24 | $2.13 | $-3.35 | ||
| Q2 24 | $2.22 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $960.8M | $1.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $8.2B |
| Total Assets | $3.3B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $960.8M | $1.8B | ||
| Q3 25 | $968.8M | $1.7B | ||
| Q2 25 | $934.2M | $1.7B | ||
| Q1 25 | $950.7M | $1.5B | ||
| Q4 24 | $934.6M | $1.4B | ||
| Q3 24 | $908.9M | $1.3B | ||
| Q2 24 | $858.6M | $1.2B |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $2.2B | $11.9B | ||
| Q3 25 | $2.1B | $11.9B | ||
| Q2 25 | $2.0B | $12.1B | ||
| Q1 25 | $1.9B | $12.0B | ||
| Q4 24 | $1.8B | $12.1B | ||
| Q3 24 | $1.8B | $12.1B | ||
| Q2 24 | $1.7B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $3.3B | $12.5B | ||
| Q3 25 | $3.0B | $12.5B | ||
| Q2 25 | $2.8B | $12.6B | ||
| Q1 25 | $2.6B | $12.5B | ||
| Q4 24 | $2.5B | $12.6B | ||
| Q3 24 | $2.4B | $12.6B | ||
| Q2 24 | $2.3B | $15.3B |
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 | $46.3M | $75.0M |
| Free Cash FlowOCF − Capex | $-5.3M | — |
| FCF MarginFCF / Revenue | -0.5% | — |
| Capex IntensityCapex / Revenue | 4.6% | — |
| Cash ConversionOCF / Net Profit | 0.41× | — |
| TTM Free Cash FlowTrailing 4 quarters | $102.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | $46.3M | $113.0M | ||
| Q3 25 | $102.6M | $167.0M | ||
| Q2 25 | $55.1M | $213.0M | ||
| Q1 25 | $74.2M | $109.0M | ||
| Q4 24 | $115.9M | $204.0M | ||
| Q3 24 | $83.2M | $126.0M | ||
| Q2 24 | $83.1M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | $86.0M | ||
| Q3 25 | $57.3M | $143.0M | ||
| Q2 25 | $4.7M | $199.0M | ||
| Q1 25 | $45.7M | $95.0M | ||
| Q4 24 | $94.0M | $191.0M | ||
| Q3 24 | $62.9M | $104.0M | ||
| Q2 24 | $70.4M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 19.3% | ||
| Q3 25 | 5.9% | 28.4% | ||
| Q2 25 | 0.5% | 39.3% | ||
| Q1 25 | 5.2% | 21.7% | ||
| Q4 24 | 11.3% | 39.0% | ||
| Q3 24 | 7.8% | 21.4% | ||
| Q2 24 | 9.3% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 6.1% | ||
| Q3 25 | 4.6% | 4.8% | ||
| Q2 25 | 5.5% | 2.8% | ||
| Q1 25 | 3.3% | 3.2% | ||
| Q4 24 | 2.6% | 2.7% | ||
| Q3 24 | 2.5% | 4.5% | ||
| Q2 24 | 1.7% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | — | ||
| Q2 24 | 1.02× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
MBLY
Segment breakdown not available.
