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Side-by-side financial comparison of IMPERIAL OIL LTD (IMO) and Oracle Corporation (ORCL). Click either name above to swap in a different company.
Oracle Corporation is the larger business by last-quarter revenue ($16.1B vs $8.2B, roughly 2.0× IMPERIAL OIL LTD). Oracle Corporation runs the higher net margin — 38.2% vs 4.4%, a 33.8% gap on every dollar of revenue. On growth, Oracle Corporation posted the faster year-over-year revenue change (14.2% vs -10.5%). IMPERIAL OIL LTD produced more free cash flow last quarter ($938.8M vs $-10.0B). Over the past eight quarters, Oracle Corporation's revenue compounded faster (10.0% 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.
An oracle is a person or thing considered to provide insight, wise counsel or prophetic predictions, most notably including precognition of the future, inspired by deities. If done through occultic means, it is a form of divination.
IMO vs ORCL — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $8.2B | $16.1B |
| Net Profit | $359.2M | $6.1B |
| Gross Margin | — | — |
| Operating Margin | 5.6% | 29.5% |
| Net Margin | 4.4% | 38.2% |
| Revenue YoY | -10.5% | 14.2% |
| Net Profit YoY | -59.8% | 94.7% |
| EPS (diluted) | — | $2.10 |
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 | $8.2B | $16.1B | ||
| Q3 25 | $8.8B | $14.9B | ||
| Q2 25 | $8.2B | $15.9B | ||
| Q1 25 | $9.1B | $14.1B | ||
| Q4 24 | $9.2B | $14.1B | ||
| Q3 24 | $9.7B | $13.3B | ||
| Q2 24 | $9.8B | $14.3B | ||
| Q1 24 | $9.0B | $13.3B |
| Q4 25 | $359.2M | $6.1B | ||
| Q3 25 | $393.5M | $2.9B | ||
| Q2 25 | $692.8M | $3.4B | ||
| Q1 25 | $940.2M | $2.9B | ||
| Q4 24 | $894.3M | $3.2B | ||
| Q3 24 | $903.0M | $2.9B | ||
| Q2 24 | $827.1M | $3.1B | ||
| Q1 24 | $872.4M | $2.4B |
| Q4 25 | 5.6% | 29.5% | ||
| Q3 25 | 5.8% | 28.7% | ||
| Q2 25 | 11.1% | 32.1% | ||
| Q1 25 | 13.5% | 30.8% | ||
| Q4 24 | 12.5% | 30.0% | ||
| Q3 24 | 12.1% | 30.0% | ||
| Q2 24 | 11.1% | 32.8% | ||
| Q1 24 | 12.8% | 28.2% |
| Q4 25 | 4.4% | 38.2% | ||
| Q3 25 | 4.5% | 19.6% | ||
| Q2 25 | 8.4% | 21.5% | ||
| Q1 25 | 10.3% | 20.8% | ||
| Q4 24 | 9.7% | 22.4% | ||
| Q3 24 | 9.3% | 22.0% | ||
| Q2 24 | 8.5% | 22.0% | ||
| Q1 24 | 9.7% | 18.1% |
| Q4 25 | — | $2.10 | ||
| Q3 25 | — | $1.01 | ||
| Q2 25 | — | $1.19 | ||
| Q1 25 | — | $1.02 | ||
| Q4 24 | — | $1.10 | ||
| Q3 24 | — | $1.03 | ||
| Q2 24 | — | $1.11 | ||
| Q1 24 | — | $0.85 |
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 | $19.2B |
| Total DebtLower is stronger | $2.9B | — |
| Stockholders' EquityBook value | $16.2B | $30.0B |
| Total Assets | $30.9B | $205.0B |
| Debt / EquityLower = less leverage | 0.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $833.7M | $19.2B | ||
| Q3 25 | $1.4B | $10.4B | ||
| Q2 25 | $1.7B | $10.8B | ||
| Q1 25 | $1.3B | $17.4B | ||
| Q4 24 | $714.7M | $10.9B | ||
| Q3 24 | $1.1B | $10.6B | ||
| Q2 24 | $1.5B | $10.5B | ||
| Q1 24 | $858.5M | $9.5B |
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.9B | — |
| Q4 25 | $16.2B | $30.0B | ||
| Q3 25 | $17.3B | $24.2B | ||
| Q2 25 | $18.2B | $20.5B | ||
| Q1 25 | $17.8B | $16.7B | ||
| Q4 24 | $17.1B | $13.7B | ||
| Q3 24 | $17.3B | $10.8B | ||
| Q2 24 | $17.5B | $8.7B | ||
| Q1 24 | $16.9B | $5.6B |
| Q4 25 | $30.9B | $205.0B | ||
| Q3 25 | $31.4B | $180.4B | ||
| Q2 25 | $32.2B | $168.4B | ||
| Q1 25 | $32.0B | $161.4B | ||
| Q4 24 | $31.3B | $148.5B | ||
| Q3 24 | $31.0B | $144.2B | ||
| Q2 24 | $32.2B | $141.0B | ||
| Q1 24 | $31.0B | $137.1B |
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.16× | — | ||
| Q1 25 | 0.16× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.17× | — | ||
| Q1 24 | 0.17× | — |
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 | $2.1B |
| Free Cash FlowOCF − Capex | $938.8M | $-10.0B |
| FCF MarginFCF / Revenue | 11.4% | -62.1% |
| Capex IntensityCapex / Revenue | 5.6% | 74.9% |
| Cash ConversionOCF / Net Profit | 3.90× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | $3.4B | $-13.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.3B | $8.1B | ||
| Q2 25 | $1.1B | $6.2B | ||
| Q1 25 | $1.1B | $5.9B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.1B | $7.4B | ||
| Q2 24 | $1.2B | $6.1B | ||
| Q1 24 | $785.5M | $5.5B |
| Q4 25 | $938.8M | $-10.0B | ||
| Q3 25 | $944.6M | $-362.0M | ||
| Q2 25 | $725.6M | $-2.9B | ||
| Q1 25 | $824.2M | $71.0M | ||
| Q4 24 | $997.2M | $-2.7B | ||
| Q3 24 | $730.7M | $5.1B | ||
| Q2 24 | $852.6M | $3.3B | ||
| Q1 24 | $422.7M | $3.8B |
| Q4 25 | 11.4% | -62.1% | ||
| Q3 25 | 10.7% | -2.4% | ||
| Q2 25 | 8.8% | -18.4% | ||
| Q1 25 | 9.0% | 0.5% | ||
| Q4 24 | 10.8% | -19.0% | ||
| Q3 24 | 7.5% | 38.5% | ||
| Q2 24 | 8.7% | 23.0% | ||
| Q1 24 | 4.7% | 28.6% |
| Q4 25 | 5.6% | 74.9% | ||
| Q3 25 | 4.2% | 57.0% | ||
| Q2 25 | 4.2% | 57.1% | ||
| Q1 25 | 3.2% | 41.5% | ||
| Q4 24 | 3.4% | 28.2% | ||
| Q3 24 | 3.7% | 17.3% | ||
| Q2 24 | 3.4% | 19.6% | ||
| Q1 24 | 4.0% | 12.6% |
| Q4 25 | 3.90× | 0.34× | ||
| Q3 25 | 3.34× | 2.78× | ||
| Q2 25 | 1.54× | 1.80× | ||
| Q1 25 | 1.19× | 2.02× | ||
| Q4 24 | 1.46× | 0.41× | ||
| Q3 24 | 1.20× | 2.54× | ||
| Q2 24 | 1.44× | 1.93× | ||
| Q1 24 | 0.90× | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IMO
Segment breakdown not available.
ORCL
| Software Support | $4.9B | 31% |
| Cloud Infrastructure | $4.1B | 25% |
| Cloud Applications | $3.9B | 24% |
| Services Business | $1.4B | 9% |
| Software License | $939.0M | 6% |
| Hardware Business | $776.0M | 5% |
