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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) and ResMed (RMD). Click either name above to swap in a different company.

ResMed is the larger business by last-quarter revenue ($1.4B vs $558.0M, roughly 2.5× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 11.0%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% CAGR vs 7.9%).

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.

ResMed Inc. is a medical equipment company based in San Diego, California, and founded in Australia. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea, chronic obstructive pulmonary disease (COPD), and other respiratory conditions. Resmed produced hundreds of thousands of ventilators and bilevel devices to help treat the respiratory symptoms of patients with COVID-19.

MBLY vs RMD — Head-to-Head

Bigger by revenue
RMD
RMD
2.5× larger
RMD
$1.4B
$558.0M
MBLY
Growing faster (revenue YoY)
MBLY
MBLY
+16.4% gap
MBLY
27.4%
11.0%
RMD
Faster 2-yr revenue CAGR
MBLY
MBLY
Annualised
MBLY
12.7%
7.9%
RMD

Income Statement — Q1 FY2026 vs Q4 FY2026

Metric
MBLY
MBLY
RMD
RMD
Revenue
$558.0M
$1.4B
Net Profit
$392.6M
Gross Margin
49.3%
61.8%
Operating Margin
-647.5%
34.6%
Net Margin
27.6%
Revenue YoY
27.4%
11.0%
Net Profit YoY
13.9%
EPS (diluted)
$2.68

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.

Revenue
MBLY
MBLY
RMD
RMD
Q2 26
$1.4B
Q1 26
$558.0M
Q4 25
$446.0M
$1.4B
Q3 25
$504.0M
$1.3B
Q2 25
$506.0M
$1.3B
Q1 25
$438.0M
$1.3B
Q4 24
$490.0M
$1.3B
Q3 24
$486.0M
$1.2B
Net Profit
MBLY
MBLY
RMD
RMD
Q2 26
$392.6M
Q1 26
Q4 25
$-127.0M
$392.6M
Q3 25
$-96.0M
$348.5M
Q2 25
$-67.0M
$379.7M
Q1 25
$-102.0M
$365.0M
Q4 24
$-71.0M
$344.6M
Q3 24
$-2.7B
$311.4M
Gross Margin
MBLY
MBLY
RMD
RMD
Q2 26
61.8%
Q1 26
49.3%
Q4 25
45.3%
61.8%
Q3 25
48.2%
61.5%
Q2 25
49.8%
60.8%
Q1 25
47.3%
59.3%
Q4 24
49.2%
58.6%
Q3 24
48.8%
58.6%
Operating Margin
MBLY
MBLY
RMD
RMD
Q2 26
34.6%
Q1 26
-647.5%
Q4 25
-31.4%
34.6%
Q3 25
-21.6%
33.4%
Q2 25
-14.6%
33.7%
Q1 25
-26.7%
33.0%
Q4 24
-17.6%
32.5%
Q3 24
-577.6%
31.6%
Net Margin
MBLY
MBLY
RMD
RMD
Q2 26
27.6%
Q1 26
Q4 25
-28.5%
27.6%
Q3 25
-19.0%
26.1%
Q2 25
-13.2%
28.2%
Q1 25
-23.3%
28.3%
Q4 24
-14.5%
26.9%
Q3 24
-558.6%
25.4%
EPS (diluted)
MBLY
MBLY
RMD
RMD
Q2 26
$2.68
Q1 26
Q4 25
$-0.15
$2.68
Q3 25
$-0.12
$2.37
Q2 25
$-0.08
$2.58
Q1 25
$-0.13
$2.48
Q4 24
$-0.09
$2.34
Q3 24
$-3.35
$2.11

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
MBLY
MBLY
RMD
RMD
Cash + ST InvestmentsLiquidity on hand
$1.2B
$1.4B
Total DebtLower is stronger
$663.8M
Stockholders' EquityBook value
$8.2B
$6.3B
Total Assets
$8.7B
$8.5B
Debt / EquityLower = less leverage
0.11×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
MBLY
MBLY
RMD
RMD
Q2 26
$1.4B
Q1 26
$1.2B
Q4 25
$1.8B
$1.4B
Q3 25
$1.7B
$1.4B
Q2 25
$1.7B
$1.2B
Q1 25
$1.5B
$932.7M
Q4 24
$1.4B
$521.9M
Q3 24
$1.3B
$426.4M
Total Debt
MBLY
MBLY
RMD
RMD
Q2 26
$663.8M
Q1 26
Q4 25
$403.9M
Q3 25
$408.7M
Q2 25
$658.4M
Q1 25
$663.1M
Q4 24
$662.9M
Q3 24
$667.6M
Stockholders' Equity
MBLY
MBLY
RMD
RMD
Q2 26
$6.3B
Q1 26
$8.2B
Q4 25
$11.9B
$6.3B
Q3 25
$11.9B
$6.1B
Q2 25
$12.1B
$6.0B
Q1 25
$12.0B
$5.5B
Q4 24
$12.1B
$5.3B
Q3 24
$12.1B
$5.2B
Total Assets
MBLY
MBLY
RMD
RMD
Q2 26
$8.5B
Q1 26
$8.7B
Q4 25
$12.5B
$8.5B
Q3 25
$12.5B
$8.3B
Q2 25
$12.6B
$8.2B
Q1 25
$12.5B
$7.6B
Q4 24
$12.6B
$7.1B
Q3 24
$12.6B
$7.2B
Debt / Equity
MBLY
MBLY
RMD
RMD
Q2 26
0.11×
Q1 26
Q4 25
0.06×
Q3 25
0.07×
Q2 25
0.11×
Q1 25
0.12×
Q4 24
0.13×
Q3 24
0.13×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
MBLY
MBLY
RMD
RMD
Operating Cash FlowLast quarter
$75.0M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
MBLY
MBLY
RMD
RMD
Q2 26
Q1 26
$75.0M
Q4 25
$113.0M
$339.7M
Q3 25
$167.0M
$457.3M
Q2 25
$213.0M
$538.8M
Q1 25
$109.0M
$578.7M
Q4 24
$204.0M
$308.6M
Q3 24
$126.0M
$325.5M
Free Cash Flow
MBLY
MBLY
RMD
RMD
Q2 26
Q1 26
Q4 25
$86.0M
$311.2M
Q3 25
$143.0M
$414.4M
Q2 25
$199.0M
$508.2M
Q1 25
$95.0M
$557.9M
Q4 24
$191.0M
$288.0M
Q3 24
$104.0M
$307.7M
FCF Margin
MBLY
MBLY
RMD
RMD
Q2 26
Q1 26
Q4 25
19.3%
21.9%
Q3 25
28.4%
31.0%
Q2 25
39.3%
37.7%
Q1 25
21.7%
43.2%
Q4 24
39.0%
22.5%
Q3 24
21.4%
25.1%
Capex Intensity
MBLY
MBLY
RMD
RMD
Q2 26
Q1 26
Q4 25
6.1%
2.0%
Q3 25
4.8%
3.2%
Q2 25
2.8%
2.3%
Q1 25
3.2%
1.6%
Q4 24
2.7%
1.6%
Q3 24
4.5%
1.5%
Cash Conversion
MBLY
MBLY
RMD
RMD
Q2 26
Q1 26
Q4 25
0.87×
Q3 25
1.31×
Q2 25
1.42×
Q1 25
1.59×
Q4 24
0.90×
Q3 24
1.05×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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