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Side-by-side financial comparison of MASIMO CORP (MASI) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $371.5M, roughly 1.5× MASIMO CORP). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs -26.4%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% CAGR vs -17.7%).
Masimo Corporation is an American health technology and consumer electronics company headquartered in Irvine, California. The company develops patient monitoring devices, non-invasive sensors, and related software platforms used in hospital and home settings. Masimo has also operated in the consumer audio and wearable device markets.
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.
MASI vs MBLY — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $371.5M | $558.0M |
| Net Profit | $-100.4M | — |
| Gross Margin | 62.1% | 49.3% |
| Operating Margin | 22.5% | -647.5% |
| Net Margin | -27.0% | — |
| Revenue YoY | -26.4% | 27.4% |
| Net Profit YoY | -1124.5% | — |
| EPS (diluted) | $-1.84 | — |
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 | — | $558.0M | ||
| Q4 25 | — | $446.0M | ||
| Q3 25 | $371.5M | $504.0M | ||
| Q2 25 | $370.9M | $506.0M | ||
| Q1 25 | $372.0M | $438.0M | ||
| Q4 24 | $600.7M | $490.0M | ||
| Q3 24 | $504.6M | $486.0M | ||
| Q2 24 | $496.3M | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-127.0M | ||
| Q3 25 | $-100.4M | $-96.0M | ||
| Q2 25 | $51.3M | $-67.0M | ||
| Q1 25 | $-170.7M | $-102.0M | ||
| Q4 24 | $-349.6M | $-71.0M | ||
| Q3 24 | $9.8M | $-2.7B | ||
| Q2 24 | $16.0M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | 62.1% | 48.2% | ||
| Q2 25 | 62.9% | 49.8% | ||
| Q1 25 | 62.9% | 47.3% | ||
| Q4 24 | 40.7% | 49.2% | ||
| Q3 24 | 52.2% | 48.8% | ||
| Q2 24 | 51.3% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | — | -31.4% | ||
| Q3 25 | 22.5% | -21.6% | ||
| Q2 25 | 17.4% | -14.6% | ||
| Q1 25 | 21.0% | -26.7% | ||
| Q4 24 | -59.8% | -17.6% | ||
| Q3 24 | 6.0% | -577.6% | ||
| Q2 24 | 5.7% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | -28.5% | ||
| Q3 25 | -27.0% | -19.0% | ||
| Q2 25 | 13.8% | -13.2% | ||
| Q1 25 | -45.9% | -23.3% | ||
| Q4 24 | -58.2% | -14.5% | ||
| Q3 24 | 1.9% | -558.6% | ||
| Q2 24 | 3.2% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | $-0.15 | ||
| Q3 25 | $-1.84 | $-0.12 | ||
| Q2 25 | $0.94 | $-0.08 | ||
| Q1 25 | $-3.12 | $-0.13 | ||
| Q4 24 | $-6.54 | $-0.09 | ||
| Q3 24 | $0.18 | $-3.35 | ||
| Q2 24 | $0.29 | $-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 | $312.3M | $1.2B |
| Total DebtLower is stronger | $559.1M | — |
| Stockholders' EquityBook value | $810.0M | $8.2B |
| Total Assets | $1.8B | $8.7B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $312.3M | $1.7B | ||
| Q2 25 | $149.6M | $1.7B | ||
| Q1 25 | $130.8M | $1.5B | ||
| Q4 24 | $177.6M | $1.4B | ||
| Q3 24 | $158.5M | $1.3B | ||
| Q2 24 | $129.6M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $559.1M | — | ||
| Q2 25 | $613.7M | — | ||
| Q1 25 | $651.0M | — | ||
| Q4 24 | $765.2M | — | ||
| Q3 24 | $772.6M | — | ||
| Q2 24 | $781.6M | — |
| Q1 26 | — | $8.2B | ||
| Q4 25 | — | $11.9B | ||
| Q3 25 | $810.0M | $11.9B | ||
| Q2 25 | $1.0B | $12.1B | ||
| Q1 25 | $946.4M | $12.0B | ||
| Q4 24 | $1.1B | $12.1B | ||
| Q3 24 | $1.5B | $12.1B | ||
| Q2 24 | $1.4B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | — | $12.5B | ||
| Q3 25 | $1.8B | $12.5B | ||
| Q2 25 | $2.4B | $12.6B | ||
| Q1 25 | $2.3B | $12.5B | ||
| Q4 24 | $2.6B | $12.6B | ||
| Q3 24 | $3.1B | $12.6B | ||
| Q2 24 | $2.9B | $15.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.57× | — |
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 | $56.8M | $75.0M |
| Free Cash FlowOCF − Capex | $50.9M | — |
| FCF MarginFCF / Revenue | 13.7% | — |
| Capex IntensityCapex / Revenue | 1.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $191.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | — | $113.0M | ||
| Q3 25 | $56.8M | $167.0M | ||
| Q2 25 | $69.4M | $213.0M | ||
| Q1 25 | $31.1M | $109.0M | ||
| Q4 24 | $50.5M | $204.0M | ||
| Q3 24 | $25.6M | $126.0M | ||
| Q2 24 | $74.5M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $86.0M | ||
| Q3 25 | $50.9M | $143.0M | ||
| Q2 25 | $65.6M | $199.0M | ||
| Q1 25 | $28.5M | $95.0M | ||
| Q4 24 | $46.0M | $191.0M | ||
| Q3 24 | $16.9M | $104.0M | ||
| Q2 24 | $66.9M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | 13.7% | 28.4% | ||
| Q2 25 | 17.7% | 39.3% | ||
| Q1 25 | 7.7% | 21.7% | ||
| Q4 24 | 7.7% | 39.0% | ||
| Q3 24 | 3.3% | 21.4% | ||
| Q2 24 | 13.5% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.1% | ||
| Q3 25 | 1.6% | 4.8% | ||
| Q2 25 | 1.0% | 2.8% | ||
| Q1 25 | 0.7% | 3.2% | ||
| Q4 24 | 0.7% | 2.7% | ||
| Q3 24 | 1.7% | 4.5% | ||
| Q2 24 | 1.5% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 4.66× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
