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Side-by-side financial comparison of Fabrinet (FN) and monday.com Ltd. (MNDY). Click either name above to swap in a different company.
Fabrinet is the larger business by last-quarter revenue ($1.1B vs $704.0M, roughly 1.6× monday.com Ltd.). Fabrinet runs the higher net margin — 9.9% vs 1.3%, a 8.6% gap on every dollar of revenue. monday.com Ltd. produced more free cash flow last quarter ($224.6M vs $-5.3M).
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.
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
FN vs MNDY — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2025
| Metric | ||
|---|---|---|
| Revenue | $1.1B | $704.0M |
| Net Profit | $112.6M | $9.4M |
| Gross Margin | 12.2% | 89.6% |
| Operating Margin | 10.1% | -4.4% |
| Net Margin | 9.9% | 1.3% |
| Revenue YoY | 35.9% | — |
| 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.
| Q4 25 | $1.1B | — | ||
| Q3 25 | $978.1M | $704.0M | ||
| Q2 25 | $909.7M | $453.0M | ||
| Q1 25 | $871.8M | $216.9M | ||
| Q4 24 | $833.6M | — | ||
| Q3 24 | $804.2M | $527.1M | ||
| Q2 24 | $753.3M | $337.9M | ||
| Q1 24 | $731.5M | $162.3M |
| Q4 25 | $112.6M | — | ||
| Q3 25 | $95.9M | $9.4M | ||
| Q2 25 | $87.2M | $21.4M | ||
| Q1 25 | $81.3M | $7.1M | ||
| Q4 24 | $86.6M | — | ||
| Q3 24 | $77.4M | $-14.2M | ||
| Q2 24 | $81.1M | $-21.7M | ||
| Q1 24 | $80.9M | $-14.7M |
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | 89.6% | ||
| Q2 25 | 12.2% | 89.6% | ||
| Q1 25 | 11.7% | 89.2% | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | 89.0% | ||
| Q2 24 | 12.3% | 89.2% | ||
| Q1 24 | 12.4% | 89.5% |
| Q4 25 | 10.1% | — | ||
| Q3 25 | 9.6% | -4.4% | ||
| Q2 25 | 9.8% | -0.7% | ||
| Q1 25 | 9.0% | -2.3% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 9.6% | -7.1% | ||
| Q2 24 | 9.7% | -10.3% | ||
| Q1 24 | 9.7% | -14.0% |
| Q4 25 | 9.9% | — | ||
| Q3 25 | 9.8% | 1.3% | ||
| Q2 25 | 9.6% | 4.7% | ||
| Q1 25 | 9.3% | 3.3% | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 9.6% | -2.7% | ||
| Q2 24 | 10.8% | -6.4% | ||
| Q1 24 | 11.1% | -9.0% |
| Q4 25 | $3.11 | — | ||
| Q3 25 | $2.66 | — | ||
| Q2 25 | $2.41 | — | ||
| Q1 25 | $2.25 | — | ||
| Q4 24 | $2.38 | — | ||
| Q3 24 | $2.13 | — | ||
| Q2 24 | $2.22 | — | ||
| Q1 24 | $2.21 | — |
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 | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $1.0B |
| Total Assets | $3.3B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.8M | — | ||
| Q3 25 | $968.8M | $1.4B | ||
| Q2 25 | $934.2M | $1.7B | ||
| Q1 25 | $950.7M | $1.4B | ||
| Q4 24 | $934.6M | — | ||
| Q3 24 | $908.9M | $1.1B | ||
| Q2 24 | $858.6M | $1.3B | ||
| Q1 24 | $794.0M | $1.1B |
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.1B | $1.0B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $1.9B | $1.0B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | $813.5M | ||
| Q2 24 | $1.7B | $910.1M | ||
| Q1 24 | $1.7B | $813.5M |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.0B | $1.7B | ||
| Q2 25 | $2.8B | $2.0B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | $1.3B | ||
| Q2 24 | $2.3B | $1.5B | ||
| Q1 24 | $2.2B | $1.3B |
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 | $234.4M |
| Free Cash FlowOCF − Capex | $-5.3M | $224.6M |
| FCF MarginFCF / Revenue | -0.5% | 31.9% |
| Capex IntensityCapex / Revenue | 4.6% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.41× | 25.02× |
| TTM Free Cash FlowTrailing 4 quarters | $102.3M | $608.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $46.3M | — | ||
| Q3 25 | $102.6M | $234.4M | ||
| Q2 25 | $55.1M | $147.7M | ||
| Q1 25 | $74.2M | $92.0M | ||
| Q4 24 | $115.9M | — | ||
| Q3 24 | $83.2M | $156.9M | ||
| Q2 24 | $83.1M | $90.3M | ||
| Q1 24 | $100.9M | $42.7M |
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | $224.6M | ||
| Q2 25 | $4.7M | $141.8M | ||
| Q1 25 | $45.7M | $90.5M | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | $151.4M | ||
| Q2 24 | $70.4M | $85.6M | ||
| Q1 24 | $87.3M | $39.2M |
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | 31.9% | ||
| Q2 25 | 0.5% | 31.3% | ||
| Q1 25 | 5.2% | 41.7% | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | 28.7% | ||
| Q2 24 | 9.3% | 25.3% | ||
| Q1 24 | 11.9% | 24.1% |
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | 1.4% | ||
| Q2 25 | 5.5% | 1.3% | ||
| Q1 25 | 3.3% | 0.7% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | 1.0% | ||
| Q2 24 | 1.7% | 1.4% | ||
| Q1 24 | 1.9% | 2.2% |
| Q4 25 | 0.41× | — | ||
| Q3 25 | 1.07× | 25.02× | ||
| Q2 25 | 0.63× | 6.91× | ||
| Q1 25 | 0.91× | 12.99× | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | — | ||
| Q2 24 | 1.02× | — | ||
| Q1 24 | 1.25× | — |
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% |
MNDY
Segment breakdown not available.