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Side-by-side financial comparison of IMPERIAL OIL LTD (IMO) and TE Connectivity (TEL). Click either name above to swap in a different company.
IMPERIAL OIL LTD is the larger business by last-quarter revenue ($8.2B vs $4.7B, roughly 1.8× TE Connectivity). TE Connectivity runs the higher net margin — 16.1% vs 4.4%, a 11.7% gap on every dollar of revenue. On growth, TE Connectivity posted the faster year-over-year revenue change (21.7% vs -10.5%). IMPERIAL OIL LTD produced more free cash flow last quarter ($938.8M vs $607.0M). Over the past eight quarters, TE Connectivity's revenue compounded faster (8.5% 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.
TE Connectivity plc is an American-Irish domiciled technology company that designs and manufactures electrical and electronic components. It serves several industries, including automotive, aerospace, defense, medical, and energy.
IMO vs TEL — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $8.2B | $4.7B |
| Net Profit | $359.2M | $750.0M |
| Gross Margin | — | 37.2% |
| Operating Margin | 5.6% | 20.6% |
| Net Margin | 4.4% | 16.1% |
| Revenue YoY | -10.5% | 21.7% |
| Net Profit YoY | -59.8% | 42.0% |
| EPS (diluted) | — | $2.53 |
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 | $4.7B | ||
| Q3 25 | $8.8B | $4.7B | ||
| Q2 25 | $8.2B | $4.5B | ||
| Q1 25 | $9.1B | $4.1B | ||
| Q4 24 | $9.2B | $3.8B | ||
| Q3 24 | $9.7B | $4.1B | ||
| Q2 24 | $9.8B | $4.0B | ||
| Q1 24 | $9.0B | $4.0B |
| Q4 25 | $359.2M | $750.0M | ||
| Q3 25 | $393.5M | $663.0M | ||
| Q2 25 | $692.8M | $638.0M | ||
| Q1 25 | $940.2M | $13.0M | ||
| Q4 24 | $894.3M | $528.0M | ||
| Q3 24 | $903.0M | $276.0M | ||
| Q2 24 | $827.1M | $573.0M | ||
| Q1 24 | $872.4M | $541.0M |
| Q4 25 | — | 37.2% | ||
| Q3 25 | — | 35.0% | ||
| Q2 25 | — | 35.3% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 34.0% | ||
| Q2 24 | — | 34.8% | ||
| Q1 24 | — | 34.4% |
| Q4 25 | 5.6% | 20.6% | ||
| Q3 25 | 5.8% | 19.3% | ||
| Q2 25 | 11.1% | 18.9% | ||
| Q1 25 | 13.5% | 18.1% | ||
| Q4 24 | 12.5% | 18.0% | ||
| Q3 24 | 12.1% | 16.0% | ||
| Q2 24 | 11.1% | 19.0% | ||
| Q1 24 | 12.8% | 17.4% |
| Q4 25 | 4.4% | 16.1% | ||
| Q3 25 | 4.5% | 14.0% | ||
| Q2 25 | 8.4% | 14.1% | ||
| Q1 25 | 10.3% | 0.3% | ||
| Q4 24 | 9.7% | 13.8% | ||
| Q3 24 | 9.3% | 6.8% | ||
| Q2 24 | 8.5% | 14.4% | ||
| Q1 24 | 9.7% | 13.6% |
| Q4 25 | — | $2.53 | ||
| Q3 25 | — | $2.23 | ||
| Q2 25 | — | $2.14 | ||
| Q1 25 | — | $0.04 | ||
| Q4 24 | — | $1.75 | ||
| Q3 24 | — | $0.96 | ||
| Q2 24 | — | $1.86 | ||
| Q1 24 | — | $1.75 |
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 | $1.3B |
| Total DebtLower is stronger | $2.9B | — |
| Stockholders' EquityBook value | $16.2B | $13.0B |
| Total Assets | $30.9B | $25.6B |
| Debt / EquityLower = less leverage | 0.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $833.7M | $1.3B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.7B | $672.0M | ||
| Q1 25 | $1.3B | $2.6B | ||
| Q4 24 | $714.7M | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.5B | $1.5B | ||
| Q1 24 | $858.5M | $1.2B |
| 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 | $13.0B | ||
| Q3 25 | $17.3B | $12.6B | ||
| Q2 25 | $18.2B | $12.4B | ||
| Q1 25 | $17.8B | $12.1B | ||
| Q4 24 | $17.1B | $12.4B | ||
| Q3 24 | $17.3B | $12.4B | ||
| Q2 24 | $17.5B | $12.6B | ||
| Q1 24 | $16.9B | $12.4B |
| Q4 25 | $30.9B | $25.6B | ||
| Q3 25 | $31.4B | $25.1B | ||
| Q2 25 | $32.2B | $24.9B | ||
| Q1 25 | $32.0B | $23.7B | ||
| Q4 24 | $31.3B | $22.4B | ||
| Q3 24 | $31.0B | $22.9B | ||
| Q2 24 | $32.2B | $22.9B | ||
| Q1 24 | $31.0B | $22.8B |
| 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 | $865.0M |
| Free Cash FlowOCF − Capex | $938.8M | $607.0M |
| FCF MarginFCF / Revenue | 11.4% | 13.0% |
| Capex IntensityCapex / Revenue | 5.6% | 5.5% |
| Cash ConversionOCF / Net Profit | 3.90× | 1.15× |
| TTM Free Cash FlowTrailing 4 quarters | $3.4B | $3.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.4B | $865.0M | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $653.0M | ||
| Q4 24 | $1.3B | $878.0M | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.2B | $1.0B | ||
| Q1 24 | $785.5M | $710.0M |
| Q4 25 | $938.8M | $607.0M | ||
| Q3 25 | $944.6M | $1.1B | ||
| Q2 25 | $725.6M | $957.0M | ||
| Q1 25 | $824.2M | $423.0M | ||
| Q4 24 | $997.2M | $673.0M | ||
| Q3 24 | $730.7M | $829.0M | ||
| Q2 24 | $852.6M | $857.0M | ||
| Q1 24 | $422.7M | $543.0M |
| Q4 25 | 11.4% | 13.0% | ||
| Q3 25 | 10.7% | 24.2% | ||
| Q2 25 | 8.8% | 21.1% | ||
| Q1 25 | 9.0% | 10.2% | ||
| Q4 24 | 10.8% | 17.5% | ||
| Q3 24 | 7.5% | 20.4% | ||
| Q2 24 | 8.7% | 21.5% | ||
| Q1 24 | 4.7% | 13.7% |
| Q4 25 | 5.6% | 5.5% | ||
| Q3 25 | 4.2% | 5.7% | ||
| Q2 25 | 4.2% | 5.1% | ||
| Q1 25 | 3.2% | 5.6% | ||
| Q4 24 | 3.4% | 5.3% | ||
| Q3 24 | 3.7% | 5.2% | ||
| Q2 24 | 3.4% | 3.7% | ||
| Q1 24 | 4.0% | 4.2% |
| Q4 25 | 3.90× | 1.15× | ||
| Q3 25 | 3.34× | 2.14× | ||
| Q2 25 | 1.54× | 1.86× | ||
| Q1 25 | 1.19× | 50.23× | ||
| Q4 24 | 1.46× | 1.66× | ||
| Q3 24 | 1.20× | 3.78× | ||
| Q2 24 | 1.44× | 1.76× | ||
| Q1 24 | 0.90× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IMO
Segment breakdown not available.
TEL
| Automotive Industry End Market | $1.9B | 40% |
| Digital Data Networks | $707.0M | 15% |
| Automation And Connected Living Industry End Market | $549.0M | 12% |
| Energy Industry End Market | $406.0M | 9% |
| Aerospace Defense And Marine Industry End Market | $381.0M | 8% |
| Commercial Transportation Industry End Market | $370.0M | 8% |
| Sensors Industry End Market | $212.0M | 5% |
| Medical Industry End Market | $159.0M | 3% |
