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Side-by-side financial comparison of Fabrinet (FN) 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 $1.1B, roughly 1.0× Fabrinet). Fabrinet runs the higher net margin — 9.9% vs 5.6%, a 4.4% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs -4.8%). Fabrinet produced more free cash flow last quarter ($-5.3M vs $-13.0M). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% CAGR vs 4.7%).
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.
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.
FN vs MHO — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.1B |
| Net Profit | $112.6M | $64.0M |
| Gross Margin | 12.2% | 17.4% |
| Operating Margin | 10.1% | 6.5% |
| Net Margin | 9.9% | 5.6% |
| Revenue YoY | 35.9% | -4.8% |
| Net Profit YoY | 30.0% | -52.1% |
| EPS (diluted) | $3.11 | $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.
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $978.1M | $1.1B | ||
| Q2 25 | $909.7M | $1.2B | ||
| Q1 25 | $871.8M | $976.1M | ||
| Q4 24 | $833.6M | $1.2B | ||
| Q3 24 | $804.2M | $1.1B | ||
| Q2 24 | $753.3M | $1.1B | ||
| Q1 24 | $731.5M | $1.0B |
| Q4 25 | $112.6M | $64.0M | ||
| Q3 25 | $95.9M | $106.5M | ||
| Q2 25 | $87.2M | $121.2M | ||
| Q1 25 | $81.3M | $111.2M | ||
| Q4 24 | $86.6M | $133.5M | ||
| Q3 24 | $77.4M | $145.4M | ||
| Q2 24 | $81.1M | $146.7M | ||
| Q1 24 | $80.9M | $138.1M |
| Q4 25 | 12.2% | 17.4% | ||
| Q3 25 | 11.9% | 24.5% | ||
| Q2 25 | 12.2% | 24.7% | ||
| Q1 25 | 11.7% | 25.9% | ||
| Q4 24 | 12.1% | 24.6% | ||
| Q3 24 | 12.3% | 27.1% | ||
| Q2 24 | 12.3% | 27.9% | ||
| Q1 24 | 12.4% | 27.1% |
| Q4 25 | 10.1% | 6.5% | ||
| Q3 25 | 9.6% | 12.0% | ||
| Q2 25 | 9.8% | 13.4% | ||
| Q1 25 | 9.0% | 14.4% | ||
| Q4 24 | 9.5% | 13.6% | ||
| Q3 24 | 9.6% | 15.9% | ||
| Q2 24 | 9.7% | 16.8% | ||
| Q1 24 | 9.7% | 16.6% |
| Q4 25 | 9.9% | 5.6% | ||
| Q3 25 | 9.8% | 9.4% | ||
| Q2 25 | 9.6% | 10.4% | ||
| Q1 25 | 9.3% | 11.4% | ||
| Q4 24 | 10.4% | 11.1% | ||
| Q3 24 | 9.6% | 12.7% | ||
| Q2 24 | 10.8% | 13.2% | ||
| Q1 24 | 11.1% | 13.2% |
| Q4 25 | $3.11 | $2.42 | ||
| Q3 25 | $2.66 | $3.92 | ||
| Q2 25 | $2.41 | $4.42 | ||
| Q1 25 | $2.25 | $3.98 | ||
| Q4 24 | $2.38 | $4.71 | ||
| Q3 24 | $2.13 | $5.10 | ||
| Q2 24 | $2.22 | $5.12 | ||
| Q1 24 | $2.21 | $4.78 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $3.2B |
| Total Assets | $3.3B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.8M | — | ||
| Q3 25 | $968.8M | — | ||
| Q2 25 | $934.2M | — | ||
| Q1 25 | $950.7M | — | ||
| Q4 24 | $934.6M | — | ||
| Q3 24 | $908.9M | — | ||
| Q2 24 | $858.6M | — | ||
| Q1 24 | $794.0M | — |
| Q4 25 | $2.2B | $3.2B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.0B | $3.1B | ||
| Q1 25 | $1.9B | $3.0B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.8B | $2.8B | ||
| Q2 24 | $1.7B | $2.7B | ||
| Q1 24 | $1.7B | $2.6B |
| Q4 25 | $3.3B | $4.8B | ||
| Q3 25 | $3.0B | $4.8B | ||
| Q2 25 | $2.8B | $4.7B | ||
| Q1 25 | $2.6B | $4.6B | ||
| Q4 24 | $2.5B | $4.5B | ||
| Q3 24 | $2.4B | $4.5B | ||
| Q2 24 | $2.3B | $4.3B | ||
| Q1 24 | $2.2B | $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 | $46.3M | $-8.7M |
| Free Cash FlowOCF − Capex | $-5.3M | $-13.0M |
| FCF MarginFCF / Revenue | -0.5% | -1.1% |
| Capex IntensityCapex / Revenue | 4.6% | 0.4% |
| Cash ConversionOCF / Net Profit | 0.41× | -0.14× |
| TTM Free Cash FlowTrailing 4 quarters | $102.3M | $127.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $46.3M | $-8.7M | ||
| Q3 25 | $102.6M | $43.4M | ||
| Q2 25 | $55.1M | $37.8M | ||
| Q1 25 | $74.2M | $64.9M | ||
| Q4 24 | $115.9M | $104.4M | ||
| Q3 24 | $83.2M | $-67.9M | ||
| Q2 24 | $83.1M | $27.5M | ||
| Q1 24 | $100.9M | $115.8M |
| Q4 25 | $-5.3M | $-13.0M | ||
| Q3 25 | $57.3M | $42.0M | ||
| Q2 25 | $4.7M | $35.1M | ||
| Q1 25 | $45.7M | $63.5M | ||
| Q4 24 | $94.0M | $102.3M | ||
| Q3 24 | $62.9M | $-68.5M | ||
| Q2 24 | $70.4M | $22.0M | ||
| Q1 24 | $87.3M | $115.5M |
| Q4 25 | -0.5% | -1.1% | ||
| Q3 25 | 5.9% | 3.7% | ||
| Q2 25 | 0.5% | 3.0% | ||
| Q1 25 | 5.2% | 6.5% | ||
| Q4 24 | 11.3% | 8.5% | ||
| Q3 24 | 7.8% | -6.0% | ||
| Q2 24 | 9.3% | 2.0% | ||
| Q1 24 | 11.9% | 11.0% |
| Q4 25 | 4.6% | 0.4% | ||
| Q3 25 | 4.6% | 0.1% | ||
| Q2 25 | 5.5% | 0.2% | ||
| Q1 25 | 3.3% | 0.1% | ||
| Q4 24 | 2.6% | 0.2% | ||
| Q3 24 | 2.5% | 0.1% | ||
| Q2 24 | 1.7% | 0.5% | ||
| Q1 24 | 1.9% | 0.0% |
| Q4 25 | 0.41× | -0.14× | ||
| Q3 25 | 1.07× | 0.41× | ||
| Q2 25 | 0.63× | 0.31× | ||
| Q1 25 | 0.91× | 0.58× | ||
| Q4 24 | 1.34× | 0.78× | ||
| Q3 24 | 1.07× | -0.47× | ||
| Q2 24 | 1.02× | 0.19× | ||
| Q1 24 | 1.25× | 0.84× |
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% |
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
