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Side-by-side financial comparison of Kenvue (KVUE) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Kenvue is the larger business by last-quarter revenue ($3.8B vs $1.9B, roughly 2.0× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 3.2%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% CAGR vs -1.5%).
Kenvue Inc. is an American consumer health company. Formerly the Consumer Healthcare division of Johnson & Johnson, Kenvue owns well-known brands such as Aveeno, Band-Aid, Benadryl, Combantrin, Zyrtec, Johnson's, Listerine, Lactaid, Mylanta, Neutrogena, Trosyd, Calpol, Tylenol, and Visine. Kenvue is incorporated in Delaware and was originally headquartered in the Skillman section of Montgomery Township, New Jersey, before relocating to Summit, New Jersey.
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.
KVUE vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $1.9B |
| Net Profit | $330.0M | — |
| Gross Margin | 56.5% | 14.2% |
| Operating Margin | 14.2% | — |
| Net Margin | 8.7% | — |
| Revenue YoY | 3.2% | 27.4% |
| Net Profit YoY | 12.6% | — |
| EPS (diluted) | $0.16 | — |
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 | $3.8B | $446.0M | ||
| Q3 25 | $3.8B | $504.0M | ||
| Q2 25 | $3.8B | $506.0M | ||
| Q1 25 | $3.7B | $438.0M | ||
| Q4 24 | $3.7B | $490.0M | ||
| Q3 24 | $3.9B | $486.0M | ||
| Q2 24 | $4.0B | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $330.0M | $-127.0M | ||
| Q3 25 | $398.0M | $-96.0M | ||
| Q2 25 | $420.0M | $-67.0M | ||
| Q1 25 | $322.0M | $-102.0M | ||
| Q4 24 | $293.0M | $-71.0M | ||
| Q3 24 | $383.0M | $-2.7B | ||
| Q2 24 | $58.0M | $-86.0M |
| Q1 26 | — | 14.2% | ||
| Q4 25 | 56.5% | 45.3% | ||
| Q3 25 | 59.1% | 48.2% | ||
| Q2 25 | 58.9% | 49.8% | ||
| Q1 25 | 58.0% | 47.3% | ||
| Q4 24 | 56.5% | 49.2% | ||
| Q3 24 | 58.5% | 48.8% | ||
| Q2 24 | 59.1% | 47.6% |
| Q1 26 | — | — | ||
| Q4 25 | 14.2% | -31.4% | ||
| Q3 25 | 16.7% | -21.6% | ||
| Q2 25 | 18.0% | -14.6% | ||
| Q1 25 | 14.9% | -26.7% | ||
| Q4 24 | 13.2% | -17.6% | ||
| Q3 24 | 16.8% | -577.6% | ||
| Q2 24 | 3.9% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | -28.5% | ||
| Q3 25 | 10.6% | -19.0% | ||
| Q2 25 | 10.9% | -13.2% | ||
| Q1 25 | 8.6% | -23.3% | ||
| Q4 24 | 8.0% | -14.5% | ||
| Q3 24 | 9.8% | -558.6% | ||
| Q2 24 | 1.5% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.16 | $-0.15 | ||
| Q3 25 | $0.21 | $-0.12 | ||
| Q2 25 | $0.22 | $-0.08 | ||
| Q1 25 | $0.17 | $-0.13 | ||
| Q4 24 | $0.16 | $-0.09 | ||
| Q3 24 | $0.20 | $-3.35 | ||
| Q2 24 | $0.03 | $-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 | $1.1B | $1.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.8B | $8.2B |
| Total Assets | $27.1B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.0B | $1.2B |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $10.8B | $11.9B | ||
| Q3 25 | $10.6B | $11.9B | ||
| Q2 25 | $10.7B | $12.1B | ||
| Q1 25 | $10.1B | $12.0B | ||
| Q4 24 | $9.7B | $12.1B | ||
| Q3 24 | $10.6B | $12.1B | ||
| Q2 24 | $10.2B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $27.1B | $12.5B | ||
| Q3 25 | $27.2B | $12.5B | ||
| Q2 25 | $27.1B | $12.6B | ||
| Q1 25 | $26.3B | $12.5B | ||
| Q4 24 | $25.6B | $12.6B | ||
| Q3 24 | $26.9B | $12.6B | ||
| Q2 24 | $26.4B | $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 | $854.0M | $75.0M |
| Free Cash FlowOCF − Capex | $744.0M | — |
| FCF MarginFCF / Revenue | 19.7% | — |
| Capex IntensityCapex / Revenue | 2.9% | — |
| Cash ConversionOCF / Net Profit | 2.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | $854.0M | $113.0M | ||
| Q3 25 | $294.0M | $167.0M | ||
| Q2 25 | $621.0M | $213.0M | ||
| Q1 25 | $428.0M | $109.0M | ||
| Q4 24 | $793.0M | $204.0M | ||
| Q3 24 | $249.0M | $126.0M | ||
| Q2 24 | $440.0M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $744.0M | $86.0M | ||
| Q3 25 | $196.0M | $143.0M | ||
| Q2 25 | $533.0M | $199.0M | ||
| Q1 25 | $249.0M | $95.0M | ||
| Q4 24 | $661.0M | $191.0M | ||
| Q3 24 | $190.0M | $104.0M | ||
| Q2 24 | $350.0M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.7% | 19.3% | ||
| Q3 25 | 5.2% | 28.4% | ||
| Q2 25 | 13.9% | 39.3% | ||
| Q1 25 | 6.7% | 21.7% | ||
| Q4 24 | 18.1% | 39.0% | ||
| Q3 24 | 4.9% | 21.4% | ||
| Q2 24 | 8.8% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 6.1% | ||
| Q3 25 | 2.6% | 4.8% | ||
| Q2 25 | 2.3% | 2.8% | ||
| Q1 25 | 4.8% | 3.2% | ||
| Q4 24 | 3.6% | 2.7% | ||
| Q3 24 | 1.5% | 4.5% | ||
| Q2 24 | 2.3% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.59× | — | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 1.33× | — | ||
| Q4 24 | 2.71× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 7.59× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KVUE
| Self Care | $1.6B | 42% |
| Essential Health | $1.1B | 30% |
| Skin Health And Beauty | $1.0B | 28% |
MBLY
Segment breakdown not available.
