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Side-by-side financial comparison of LEVI STRAUSS & CO (LEVI) and Microchip Technology (MCHP). Click either name above to swap in a different company.
LEVI STRAUSS & CO is the larger business by last-quarter revenue ($1.8B vs $1.2B, roughly 1.5× Microchip Technology). LEVI STRAUSS & CO runs the higher net margin — 8.9% vs 5.3%, a 3.7% gap on every dollar of revenue. On growth, Microchip Technology posted the faster year-over-year revenue change (15.6% vs -4.0%). Microchip Technology produced more free cash flow last quarter ($318.9M vs $215.7M). Over the past eight quarters, LEVI STRAUSS & CO's revenue compounded faster (6.5% CAGR vs -5.4%).
Levi Strauss & Co. is an American clothing company known worldwide for its Levi's brand of denim jeans. It was founded in May 1853 when German-Jewish immigrant Levi Strauss moved from Buttenheim, Bavaria, to San Francisco, California, to open a West Coast branch of his brothers' New York dry goods business. Although the corporation is registered in Delaware, the company's corporate headquarters is located in Levi's Plaza in San Francisco.
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
LEVI vs MCHP — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.8B | $1.2B |
| Net Profit | $158.0M | $62.7M |
| Gross Margin | 60.8% | 59.6% |
| Operating Margin | 11.9% | 12.8% |
| Net Margin | 8.9% | 5.3% |
| Revenue YoY | -4.0% | 15.6% |
| Net Profit YoY | -13.4% | 217.0% |
| EPS (diluted) | $0.39 | $0.06 |
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 | $1.8B | $1.2B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.5B | $970.5M | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.6B | $1.3B |
| Q4 25 | $158.0M | $62.7M | ||
| Q3 25 | $218.1M | $41.7M | ||
| Q2 25 | $67.0M | $-18.6M | ||
| Q1 25 | $135.0M | $-154.6M | ||
| Q4 24 | $182.5M | $-53.6M | ||
| Q3 24 | $20.7M | $78.4M | ||
| Q2 24 | $18.0M | $129.3M | ||
| Q1 24 | $-10.6M | $154.7M |
| Q4 25 | 60.8% | 59.6% | ||
| Q3 25 | 61.7% | 55.9% | ||
| Q2 25 | 62.6% | 53.6% | ||
| Q1 25 | 62.1% | 51.6% | ||
| Q4 24 | 61.3% | 54.7% | ||
| Q3 24 | 60.0% | 57.4% | ||
| Q2 24 | 60.5% | 59.4% | ||
| Q1 24 | 58.2% | 59.6% |
| Q4 25 | 11.9% | 12.8% | ||
| Q3 25 | 10.8% | 7.8% | ||
| Q2 25 | 7.5% | 3.0% | ||
| Q1 25 | 12.5% | -10.3% | ||
| Q4 24 | 11.5% | 3.0% | ||
| Q3 24 | 2.0% | 12.6% | ||
| Q2 24 | 1.5% | 17.7% | ||
| Q1 24 | -0.0% | 19.1% |
| Q4 25 | 8.9% | 5.3% | ||
| Q3 25 | 14.1% | 3.7% | ||
| Q2 25 | 4.6% | -1.7% | ||
| Q1 25 | 8.8% | -15.9% | ||
| Q4 24 | 9.9% | -5.2% | ||
| Q3 24 | 1.4% | 6.7% | ||
| Q2 24 | 1.2% | 10.4% | ||
| Q1 24 | -0.7% | 11.7% |
| Q4 25 | $0.39 | $0.06 | ||
| Q3 25 | $0.55 | $0.03 | ||
| Q2 25 | $0.17 | $-0.09 | ||
| Q1 25 | $0.34 | $-0.29 | ||
| Q4 24 | $0.46 | $-0.10 | ||
| Q3 24 | $0.05 | $0.14 | ||
| Q2 24 | $0.04 | $0.24 | ||
| Q1 24 | $-0.03 | $0.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $848.8M | $250.7M |
| Total DebtLower is stronger | $1.1B | $5.4B |
| Stockholders' EquityBook value | $2.3B | $6.6B |
| Total Assets | $6.8B | $14.3B |
| Debt / EquityLower = less leverage | 0.46× | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $848.8M | $250.7M | ||
| Q3 25 | $707.5M | $236.8M | ||
| Q2 25 | $736.7M | $566.5M | ||
| Q1 25 | $574.4M | $771.7M | ||
| Q4 24 | $690.0M | $586.0M | ||
| Q3 24 | $577.1M | $286.1M | ||
| Q2 24 | $641.4M | $315.1M | ||
| Q1 24 | $516.7M | $319.7M |
| Q4 25 | $1.1B | $5.4B | ||
| Q3 25 | $1.0B | $5.4B | ||
| Q2 25 | $1.0B | $5.5B | ||
| Q1 25 | $987.4M | $5.6B | ||
| Q4 24 | $994.0M | $6.7B | ||
| Q3 24 | $1.0B | $6.4B | ||
| Q2 24 | $1.0B | $6.2B | ||
| Q1 24 | $1.0B | $6.0B |
| Q4 25 | $2.3B | $6.6B | ||
| Q3 25 | $2.2B | $6.7B | ||
| Q2 25 | $2.1B | $6.9B | ||
| Q1 25 | $2.0B | $7.1B | ||
| Q4 24 | $2.0B | $6.0B | ||
| Q3 24 | $1.9B | $6.3B | ||
| Q2 24 | $2.0B | $6.4B | ||
| Q1 24 | $2.0B | $6.7B |
| Q4 25 | $6.8B | $14.3B | ||
| Q3 25 | $6.7B | $14.5B | ||
| Q2 25 | $6.5B | $15.0B | ||
| Q1 25 | $6.2B | $15.4B | ||
| Q4 24 | $6.4B | $15.6B | ||
| Q3 24 | $6.3B | $15.6B | ||
| Q2 24 | $6.2B | $15.8B | ||
| Q1 24 | $6.0B | $15.9B |
| Q4 25 | 0.46× | 0.82× | ||
| Q3 25 | 0.48× | 0.80× | ||
| Q2 25 | 0.49× | 0.80× | ||
| Q1 25 | 0.49× | 0.80× | ||
| Q4 24 | 0.50× | 1.12× | ||
| Q3 24 | 0.54× | 1.02× | ||
| Q2 24 | 0.51× | 0.96× | ||
| Q1 24 | 0.51× | 0.90× |
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 | $266.8M | $341.4M |
| Free Cash FlowOCF − Capex | $215.7M | $318.9M |
| FCF MarginFCF / Revenue | 12.2% | 26.9% |
| Capex IntensityCapex / Revenue | 2.9% | 1.9% |
| Cash ConversionOCF / Net Profit | 1.69× | 5.44× |
| TTM Free Cash FlowTrailing 4 quarters | $308.2M | $819.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $266.8M | $341.4M | ||
| Q3 25 | $24.8M | $88.1M | ||
| Q2 25 | $185.5M | $275.6M | ||
| Q1 25 | $52.5M | $205.9M | ||
| Q4 24 | $297.3M | $271.5M | ||
| Q3 24 | $52.3M | $43.6M | ||
| Q2 24 | $262.8M | $377.1M | ||
| Q1 24 | $286.0M | $430.0M |
| Q4 25 | $215.7M | $318.9M | ||
| Q3 25 | $-39.4M | $51.6M | ||
| Q2 25 | $146.0M | $257.7M | ||
| Q1 25 | $-14.1M | $191.7M | ||
| Q4 24 | $231.6M | $253.4M | ||
| Q3 24 | $2.3M | $22.8M | ||
| Q2 24 | $222.6M | $304.2M | ||
| Q1 24 | $214.4M | $389.9M |
| Q4 25 | 12.2% | 26.9% | ||
| Q3 25 | -2.6% | 4.5% | ||
| Q2 25 | 10.1% | 24.0% | ||
| Q1 25 | -0.9% | 19.8% | ||
| Q4 24 | 12.6% | 24.7% | ||
| Q3 24 | 0.2% | 2.0% | ||
| Q2 24 | 15.4% | 24.5% | ||
| Q1 24 | 13.8% | 29.4% |
| Q4 25 | 2.9% | 1.9% | ||
| Q3 25 | 4.2% | 3.2% | ||
| Q2 25 | 2.7% | 1.7% | ||
| Q1 25 | 4.4% | 1.5% | ||
| Q4 24 | 3.6% | 1.8% | ||
| Q3 24 | 3.3% | 1.8% | ||
| Q2 24 | 2.8% | 5.9% | ||
| Q1 24 | 4.6% | 3.0% |
| Q4 25 | 1.69× | 5.44× | ||
| Q3 25 | 0.11× | 2.11× | ||
| Q2 25 | 2.77× | — | ||
| Q1 25 | 0.39× | — | ||
| Q4 24 | 1.63× | — | ||
| Q3 24 | 2.53× | 0.56× | ||
| Q2 24 | 14.60× | 2.92× | ||
| Q1 24 | — | 2.78× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |