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Side-by-side financial comparison of IMMERSION CORP (IMMR) and PROVIDENT FINANCIAL SERVICES INC (PFS). Click either name above to swap in a different company.
IMMERSION CORP is the larger business by last-quarter revenue ($372.9M vs $225.2M, roughly 1.7× PROVIDENT FINANCIAL SERVICES INC). PROVIDENT FINANCIAL SERVICES INC runs the higher net margin — 35.3% vs -4.6%, a 39.8% gap on every dollar of revenue. Over the past eight quarters, IMMERSION CORP's revenue compounded faster (537.9% CAGR vs 17.3%).
Immersion Corporation is an Aventura, Florida based developer and licensor of touch feedback technology, also known as haptic technology. Immersion Corporation has been accused of being a patent troll. Founded in 1993 by Louis Rosenberg, it is currently headed by lawyer Francis Jose, who serves as both chief executive officer and general counsel.
The PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 27 states and the District of Columbia, with 2,629 branches and 9,523 ATMs. PNC Bank is one of the largest banks in the US by assets and by number of branches, deposits, and ATMs.
IMMR vs PFS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $372.9M | $225.2M |
| Net Profit | $-17.0M | $79.4M |
| Gross Margin | — | — |
| Operating Margin | -2.8% | — |
| Net Margin | -4.6% | 35.3% |
| Revenue YoY | 750.4% | — |
| Net Profit YoY | -191.3% | 24.0% |
| EPS (diluted) | $-0.57 | $0.61 |
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 | — | $225.2M | ||
| Q4 25 | — | $225.7M | ||
| Q3 25 | — | $221.8M | ||
| Q2 25 | $372.9M | $214.2M | ||
| Q1 25 | $471.3M | $208.8M | ||
| Q4 24 | $616.2M | $205.9M | ||
| Q3 24 | — | $210.6M | ||
| Q2 24 | $95.5M | $163.8M |
| Q1 26 | — | $79.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | $-17.0M | $72.0M | ||
| Q1 25 | $24.1M | $64.0M | ||
| Q4 24 | $30.8M | — | ||
| Q3 24 | — | $46.4M | ||
| Q2 24 | $26.4M | $-11.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 49.7% | ||
| Q3 25 | — | 45.8% | ||
| Q2 25 | -2.8% | 47.8% | ||
| Q1 25 | 7.5% | 44.0% | ||
| Q4 24 | 11.4% | 30.5% | ||
| Q3 24 | — | 31.0% | ||
| Q2 24 | 23.7% | -13.0% |
| Q1 26 | — | 35.3% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 32.3% | ||
| Q2 25 | -4.6% | 33.6% | ||
| Q1 25 | 5.1% | 30.7% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | 27.7% | -7.0% |
| Q1 26 | — | $0.61 | ||
| Q4 25 | — | $0.64 | ||
| Q3 25 | — | $0.55 | ||
| Q2 25 | $-0.57 | $0.55 | ||
| Q1 25 | $0.73 | $0.49 | ||
| Q4 24 | $0.93 | $0.37 | ||
| Q3 24 | — | $0.36 | ||
| Q2 24 | $0.81 | $-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 | $161.4M | $222.1M |
| Total DebtLower is stronger | $103.1M | — |
| Stockholders' EquityBook value | $298.1M | $2.9B |
| Total Assets | $1.1B | $25.2B |
| Debt / EquityLower = less leverage | 0.35× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $222.1M | ||
| Q4 25 | — | $209.1M | ||
| Q3 25 | — | $299.2M | ||
| Q2 25 | $161.4M | $258.0M | ||
| Q1 25 | $153.9M | $234.1M | ||
| Q4 24 | $159.3M | $205.9M | ||
| Q3 24 | — | $244.0M | ||
| Q2 24 | $133.4M | $290.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | $298.1M | $2.7B | ||
| Q1 25 | $317.9M | $2.7B | ||
| Q4 24 | $305.5M | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $273.4M | $2.6B |
| Q1 26 | — | $25.2B | ||
| Q4 25 | — | $25.0B | ||
| Q3 25 | — | $24.8B | ||
| Q2 25 | $1.1B | $24.5B | ||
| Q1 25 | $1.4B | $24.2B | ||
| Q4 24 | $1.4B | $24.1B | ||
| Q3 24 | — | $24.0B | ||
| Q2 24 | $1.2B | $24.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
PFS
| Net Interest Income | $193.7M | 86% |
| Noninterest Income | $31.5M | 14% |