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Side-by-side financial comparison of IMPERIAL OIL LTD (IMO) and Netflix (NFLX). Click either name above to swap in a different company.
Netflix is the larger business by last-quarter revenue ($12.2B vs $8.2B, roughly 1.5× IMPERIAL OIL LTD). Netflix runs the higher net margin — 43.1% vs 4.4%, a 38.8% gap on every dollar of revenue. On growth, Netflix posted the faster year-over-year revenue change (16.2% vs -10.5%). Netflix produced more free cash flow last quarter ($5.1B vs $938.8M). Over the past eight quarters, Netflix's revenue compounded faster (13.2% CAGR vs -4.2%).
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
Netflix is an American subscription video on-demand over-the-top streaming service. The service primarily distributes original and acquired films and television shows from various genres. It is available internationally in multiple languages.
IMO vs NFLX — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $8.2B | $12.2B |
| Net Profit | $359.2M | $5.3B |
| Gross Margin | — | 51.9% |
| Operating Margin | 5.6% | 32.3% |
| Net Margin | 4.4% | 43.1% |
| Revenue YoY | -10.5% | 16.2% |
| Net Profit YoY | -59.8% | 82.8% |
| EPS (diluted) | — | $1.23 |
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 | — | $12.2B | ||
| Q4 25 | $8.2B | $12.1B | ||
| Q3 25 | $8.8B | $11.5B | ||
| Q2 25 | $8.2B | $11.1B | ||
| Q1 25 | $9.1B | $10.5B | ||
| Q4 24 | $9.2B | $10.2B | ||
| Q3 24 | $9.7B | $9.8B | ||
| Q2 24 | $9.8B | $9.6B |
| Q1 26 | — | $5.3B | ||
| Q4 25 | $359.2M | $2.4B | ||
| Q3 25 | $393.5M | $2.5B | ||
| Q2 25 | $692.8M | $3.1B | ||
| Q1 25 | $940.2M | $2.9B | ||
| Q4 24 | $894.3M | $1.9B | ||
| Q3 24 | $903.0M | $2.4B | ||
| Q2 24 | $827.1M | $2.1B |
| Q1 26 | — | 51.9% | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | — | 51.9% | ||
| Q1 25 | — | 50.1% | ||
| Q4 24 | — | 43.7% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 45.9% |
| Q1 26 | — | 32.3% | ||
| Q4 25 | 5.6% | 24.5% | ||
| Q3 25 | 5.8% | 28.2% | ||
| Q2 25 | 11.1% | 34.1% | ||
| Q1 25 | 13.5% | 31.7% | ||
| Q4 24 | 12.5% | 22.2% | ||
| Q3 24 | 12.1% | 29.6% | ||
| Q2 24 | 11.1% | 27.2% |
| Q1 26 | — | 43.1% | ||
| Q4 25 | 4.4% | 20.1% | ||
| Q3 25 | 4.5% | 22.1% | ||
| Q2 25 | 8.4% | 28.2% | ||
| Q1 25 | 10.3% | 27.4% | ||
| Q4 24 | 9.7% | 18.2% | ||
| Q3 24 | 9.3% | 24.1% | ||
| Q2 24 | 8.5% | 22.5% |
| Q1 26 | — | $1.23 | ||
| Q4 25 | — | $-17.14 | ||
| Q3 25 | — | $5.87 | ||
| Q2 25 | — | $7.19 | ||
| Q1 25 | — | $0.66 | ||
| Q4 24 | — | $4.27 | ||
| Q3 24 | — | $5.40 | ||
| Q2 24 | — | $4.88 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $833.7M | $12.3B |
| Total DebtLower is stronger | $2.9B | $13.4B |
| Stockholders' EquityBook value | $16.2B | $31.1B |
| Total Assets | $30.9B | $61.0B |
| Debt / EquityLower = less leverage | 0.18× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $12.3B | ||
| Q4 25 | $833.7M | $9.1B | ||
| Q3 25 | $1.4B | $9.3B | ||
| Q2 25 | $1.7B | $8.4B | ||
| Q1 25 | $1.3B | $8.4B | ||
| Q4 24 | $714.7M | $9.6B | ||
| Q3 24 | $1.1B | $9.2B | ||
| Q2 24 | $1.5B | $6.7B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | $2.9B | $13.5B | ||
| Q3 25 | $2.9B | $14.5B | ||
| Q2 25 | $2.9B | $14.5B | ||
| Q1 25 | $2.9B | $14.0B | ||
| Q4 24 | $2.9B | $13.8B | ||
| Q3 24 | $2.9B | $14.2B | ||
| Q2 24 | $2.9B | $12.2B |
| Q1 26 | — | $31.1B | ||
| Q4 25 | $16.2B | $26.6B | ||
| Q3 25 | $17.3B | $26.0B | ||
| Q2 25 | $18.2B | $25.0B | ||
| Q1 25 | $17.8B | $24.0B | ||
| Q4 24 | $17.1B | $24.7B | ||
| Q3 24 | $17.3B | $22.7B | ||
| Q2 24 | $17.5B | $22.1B |
| Q1 26 | — | $61.0B | ||
| Q4 25 | $30.9B | $55.6B | ||
| Q3 25 | $31.4B | $54.9B | ||
| Q2 25 | $32.2B | $53.1B | ||
| Q1 25 | $32.0B | $52.1B | ||
| Q4 24 | $31.3B | $53.6B | ||
| Q3 24 | $31.0B | $52.3B | ||
| Q2 24 | $32.2B | $49.1B |
| Q1 26 | — | 0.43× | ||
| Q4 25 | 0.18× | 0.51× | ||
| Q3 25 | 0.17× | 0.56× | ||
| Q2 25 | 0.16× | 0.58× | ||
| Q1 25 | 0.16× | 0.58× | ||
| Q4 24 | 0.17× | 0.56× | ||
| Q3 24 | 0.17× | 0.62× | ||
| Q2 24 | 0.17× | 0.55× |
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 | $1.4B | $5.3B |
| Free Cash FlowOCF − Capex | $938.8M | $5.1B |
| FCF MarginFCF / Revenue | 11.4% | 41.6% |
| Capex IntensityCapex / Revenue | 5.6% | 1.6% |
| Cash ConversionOCF / Net Profit | 3.90× | 1.00× |
| TTM Free Cash FlowTrailing 4 quarters | $3.4B | $11.9B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.3B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.3B | $2.8B | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.2B | $1.3B |
| Q1 26 | — | $5.1B | ||
| Q4 25 | $938.8M | $1.9B | ||
| Q3 25 | $944.6M | $2.7B | ||
| Q2 25 | $725.6M | $2.3B | ||
| Q1 25 | $824.2M | $2.7B | ||
| Q4 24 | $997.2M | $1.4B | ||
| Q3 24 | $730.7M | $2.2B | ||
| Q2 24 | $852.6M | $1.2B |
| Q1 26 | — | 41.6% | ||
| Q4 25 | 11.4% | 15.5% | ||
| Q3 25 | 10.7% | 23.1% | ||
| Q2 25 | 8.8% | 20.5% | ||
| Q1 25 | 9.0% | 25.2% | ||
| Q4 24 | 10.8% | 13.5% | ||
| Q3 24 | 7.5% | 22.3% | ||
| Q2 24 | 8.7% | 12.7% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 5.6% | 2.0% | ||
| Q3 25 | 4.2% | 1.4% | ||
| Q2 25 | 4.2% | 1.4% | ||
| Q1 25 | 3.2% | 1.2% | ||
| Q4 24 | 3.4% | 1.5% | ||
| Q3 24 | 3.7% | 1.3% | ||
| Q2 24 | 3.4% | 0.8% |
| Q1 26 | — | 1.00× | ||
| Q4 25 | 3.90× | 0.87× | ||
| Q3 25 | 3.34× | 1.11× | ||
| Q2 25 | 1.54× | 0.78× | ||
| Q1 25 | 1.19× | 0.97× | ||
| Q4 24 | 1.46× | 0.82× | ||
| Q3 24 | 1.20× | 0.98× | ||
| Q2 24 | 1.44× | 0.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
