vs
Side-by-side financial comparison of ICON PLC (ICLR) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
ICON PLC is the larger business by last-quarter revenue ($2.0B vs $1.9B, roughly 1.1× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 0.6%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% CAGR vs 0.6%).
ICON plc is an Irish headquartered multinational healthcare intelligence and clinical research organisation. As of February 2025 had approximately 41,900 employees in 55 countries.
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.
ICLR vs MBLY — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.9B |
| Net Profit | $2.4M | — |
| Gross Margin | — | 14.2% |
| Operating Margin | 4.2% | — |
| Net Margin | 0.1% | — |
| Revenue YoY | 0.6% | 27.4% |
| Net Profit YoY | -98.8% | — |
| EPS (diluted) | $0.03 | — |
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 | — | $446.0M | ||
| Q3 25 | $2.0B | $504.0M | ||
| Q2 25 | $2.0B | $506.0M | ||
| Q1 25 | $2.0B | $438.0M | ||
| Q4 24 | — | $490.0M | ||
| Q3 24 | $2.0B | $486.0M | ||
| Q2 24 | $2.1B | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-127.0M | ||
| Q3 25 | $2.4M | $-96.0M | ||
| Q2 25 | $183.0M | $-67.0M | ||
| Q1 25 | $154.2M | $-102.0M | ||
| Q4 24 | — | $-71.0M | ||
| Q3 24 | $197.1M | $-2.7B | ||
| Q2 24 | $146.9M | $-86.0M |
| Q1 26 | — | 14.2% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 49.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 47.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | -31.4% | ||
| Q3 25 | 4.2% | -21.6% | ||
| Q2 25 | 10.4% | -14.6% | ||
| Q1 25 | 11.0% | -26.7% | ||
| Q4 24 | — | -17.6% | ||
| Q3 24 | 14.1% | -577.6% | ||
| Q2 24 | 10.8% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | -28.5% | ||
| Q3 25 | 0.1% | -19.0% | ||
| Q2 25 | 9.1% | -13.2% | ||
| Q1 25 | 7.7% | -23.3% | ||
| Q4 24 | — | -14.5% | ||
| Q3 24 | 9.7% | -558.6% | ||
| Q2 24 | 6.9% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | $-0.15 | ||
| Q3 25 | $0.03 | $-0.12 | ||
| Q2 25 | $2.30 | $-0.08 | ||
| Q1 25 | $1.90 | $-0.13 | ||
| Q4 24 | — | $-0.09 | ||
| Q3 24 | $2.36 | $-3.35 | ||
| Q2 24 | $1.76 | $-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 | $468.9M | $1.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $9.3B | $8.2B |
| Total Assets | $16.5B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $468.9M | $1.7B | ||
| Q2 25 | $390.4M | $1.7B | ||
| Q1 25 | $526.7M | $1.5B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $695.5M | $1.3B | ||
| Q2 24 | $506.6M | $1.2B |
| Q1 26 | — | $8.2B | ||
| Q4 25 | — | $11.9B | ||
| Q3 25 | $9.3B | $11.9B | ||
| Q2 25 | $9.6B | $12.1B | ||
| Q1 25 | $9.5B | $12.0B | ||
| Q4 24 | — | $12.1B | ||
| Q3 24 | $9.8B | $12.1B | ||
| Q2 24 | $9.6B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | — | $12.5B | ||
| Q3 25 | $16.5B | $12.5B | ||
| Q2 25 | $16.6B | $12.6B | ||
| Q1 25 | $16.7B | $12.5B | ||
| Q4 24 | — | $12.6B | ||
| Q3 24 | $17.2B | $12.6B | ||
| Q2 24 | $17.0B | $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 | $387.6M | $75.0M |
| Free Cash FlowOCF − Capex | $333.9M | — |
| FCF MarginFCF / Revenue | 16.3% | — |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 164.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | — | $113.0M | ||
| Q3 25 | $387.6M | $167.0M | ||
| Q2 25 | $146.2M | $213.0M | ||
| Q1 25 | $268.2M | $109.0M | ||
| Q4 24 | — | $204.0M | ||
| Q3 24 | $402.7M | $126.0M | ||
| Q2 24 | $218.6M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $86.0M | ||
| Q3 25 | $333.9M | $143.0M | ||
| Q2 25 | $113.9M | $199.0M | ||
| Q1 25 | $239.3M | $95.0M | ||
| Q4 24 | — | $191.0M | ||
| Q3 24 | $359.3M | $104.0M | ||
| Q2 24 | $182.3M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | 16.3% | 28.4% | ||
| Q2 25 | 5.6% | 39.3% | ||
| Q1 25 | 12.0% | 21.7% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | 17.7% | 21.4% | ||
| Q2 24 | 8.6% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.1% | ||
| Q3 25 | 2.6% | 4.8% | ||
| Q2 25 | 1.6% | 2.8% | ||
| Q1 25 | 1.4% | 3.2% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 2.1% | 4.5% | ||
| Q2 24 | 1.7% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 164.59× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.04× | — | ||
| Q2 24 | 1.49× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ICLR
| Other Customers | $681.3M | 33% |
| Clients1125 | $549.4M | 27% |
| Clients15 | $503.3M | 25% |
| Clients610 | $308.8M | 15% |
MBLY
Segment breakdown not available.
