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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) and SPORTSMAN'S WAREHOUSE HOLDINGS, INC. (SPWH). Click either name above to swap in a different company.

Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $331.3M, roughly 1.7× SPORTSMAN'S WAREHOUSE HOLDINGS, INC.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 2.2%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% CAGR vs -5.4%).

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.

Sportsman's Warehouse is an American outdoor sporting goods retailer which operates in 29 states across the United States. Sportsman's Warehouse sells apparel, footwear, and gear which caters to sportsmen and sportswomen with interests in hunting, shooting, reloading, camping, fishing, and other outdoor recreational activities.

MBLY vs SPWH — Head-to-Head

Bigger by revenue
MBLY
MBLY
1.7× larger
MBLY
$558.0M
$331.3M
SPWH
Growing faster (revenue YoY)
MBLY
MBLY
+25.2% gap
MBLY
27.4%
2.2%
SPWH
Faster 2-yr revenue CAGR
MBLY
MBLY
Annualised
MBLY
12.7%
-5.4%
SPWH

Income Statement — Q1 FY2026 vs Q3 FY2026

Metric
MBLY
MBLY
SPWH
SPWH
Revenue
$558.0M
$331.3M
Net Profit
$8.0K
Gross Margin
49.3%
32.8%
Operating Margin
-647.5%
1.3%
Net Margin
0.0%
Revenue YoY
27.4%
2.2%
Net Profit YoY
-97.8%
EPS (diluted)
$0.00

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
SPWH
SPWH
Q1 26
$558.0M
Q4 25
$446.0M
$331.3M
Q3 25
$504.0M
$293.9M
Q2 25
$506.0M
$249.1M
Q1 25
$438.0M
$340.4M
Q4 24
$490.0M
$324.3M
Q3 24
$486.0M
$288.7M
Q2 24
$439.0M
$244.2M
Net Profit
MBLY
MBLY
SPWH
SPWH
Q1 26
Q4 25
$-127.0M
$8.0K
Q3 25
$-96.0M
$-7.1M
Q2 25
$-67.0M
$-21.3M
Q1 25
$-102.0M
$-8.7M
Q4 24
$-71.0M
$-364.0K
Q3 24
$-2.7B
$-5.9M
Q2 24
$-86.0M
$-18.1M
Gross Margin
MBLY
MBLY
SPWH
SPWH
Q1 26
49.3%
Q4 25
45.3%
32.8%
Q3 25
48.2%
32.0%
Q2 25
49.8%
30.4%
Q1 25
47.3%
30.4%
Q4 24
49.2%
31.8%
Q3 24
48.8%
31.2%
Q2 24
47.6%
30.2%
Operating Margin
MBLY
MBLY
SPWH
SPWH
Q1 26
-647.5%
Q4 25
-31.4%
1.3%
Q3 25
-21.6%
-1.1%
Q2 25
-14.6%
-7.9%
Q1 25
-26.7%
1.1%
Q4 24
-17.6%
1.0%
Q3 24
-577.6%
-1.5%
Q2 24
-21.4%
-8.4%
Net Margin
MBLY
MBLY
SPWH
SPWH
Q1 26
Q4 25
-28.5%
0.0%
Q3 25
-19.0%
-2.4%
Q2 25
-13.2%
-8.5%
Q1 25
-23.3%
-2.6%
Q4 24
-14.5%
-0.1%
Q3 24
-558.6%
-2.0%
Q2 24
-19.6%
-7.4%
EPS (diluted)
MBLY
MBLY
SPWH
SPWH
Q1 26
Q4 25
$-0.15
$0.00
Q3 25
$-0.12
$-0.18
Q2 25
$-0.08
$-0.56
Q1 25
$-0.13
$-0.22
Q4 24
$-0.09
$-0.01
Q3 24
$-3.35
$-0.16
Q2 24
$-0.11
$-0.48

Balance Sheet & Financial Strength

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

Metric
MBLY
MBLY
SPWH
SPWH
Cash + ST InvestmentsLiquidity on hand
$1.2B
$2.2M
Total DebtLower is stronger
$44.0M
Stockholders' EquityBook value
$8.2B
$209.5M
Total Assets
$8.7B
$913.9M
Debt / EquityLower = less leverage
0.21×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
MBLY
MBLY
SPWH
SPWH
Q1 26
$1.2B
Q4 25
$1.8B
$2.2M
Q3 25
$1.7B
$1.8M
Q2 25
$1.7B
$3.6M
Q1 25
$1.5B
$2.8M
Q4 24
$1.4B
$2.7M
Q3 24
$1.3B
$2.6M
Q2 24
$1.2B
$2.2M
Total Debt
MBLY
MBLY
SPWH
SPWH
Q1 26
Q4 25
$44.0M
Q3 25
$43.9M
Q2 25
$24.1M
Q1 25
$24.1M
Q4 24
$24.0M
Q3 24
$24.0M
Q2 24
Stockholders' Equity
MBLY
MBLY
SPWH
SPWH
Q1 26
$8.2B
Q4 25
$11.9B
$209.5M
Q3 25
$11.9B
$208.9M
Q2 25
$12.1B
$215.1M
Q1 25
$12.0B
$235.7M
Q4 24
$12.1B
$243.6M
Q3 24
$12.1B
$243.0M
Q2 24
$14.7B
$247.5M
Total Assets
MBLY
MBLY
SPWH
SPWH
Q1 26
$8.7B
Q4 25
$12.5B
$913.9M
Q3 25
$12.5B
$948.9M
Q2 25
$12.6B
$929.7M
Q1 25
$12.5B
$852.1M
Q4 24
$12.6B
$967.7M
Q3 24
$12.6B
$901.9M
Q2 24
$15.3B
$930.4M
Debt / Equity
MBLY
MBLY
SPWH
SPWH
Q1 26
Q4 25
0.21×
Q3 25
0.21×
Q2 25
0.11×
Q1 25
0.10×
Q4 24
0.10×
Q3 24
0.10×
Q2 24

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
SPWH
SPWH
Operating Cash FlowLast quarter
$75.0M
$16.3M
Free Cash FlowOCF − Capex
$8.7M
FCF MarginFCF / Revenue
2.6%
Capex IntensityCapex / Revenue
2.3%
Cash ConversionOCF / Net Profit
2038.00×
TTM Free Cash FlowTrailing 4 quarters
$-39.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
MBLY
MBLY
SPWH
SPWH
Q1 26
$75.0M
Q4 25
$113.0M
$16.3M
Q3 25
$167.0M
$-26.6M
Q2 25
$213.0M
$-60.2M
Q1 25
$109.0M
$52.8M
Q4 24
$204.0M
$-2.5M
Q3 24
$126.0M
$18.5M
Q2 24
$30.0M
$-34.6M
Free Cash Flow
MBLY
MBLY
SPWH
SPWH
Q1 26
Q4 25
$86.0M
$8.7M
Q3 25
$143.0M
$-33.9M
Q2 25
$199.0M
$-64.0M
Q1 25
$95.0M
$49.6M
Q4 24
$191.0M
$-6.2M
Q3 24
$104.0M
$14.1M
Q2 24
$6.0M
$-38.0M
FCF Margin
MBLY
MBLY
SPWH
SPWH
Q1 26
Q4 25
19.3%
2.6%
Q3 25
28.4%
-11.5%
Q2 25
39.3%
-25.7%
Q1 25
21.7%
14.6%
Q4 24
39.0%
-1.9%
Q3 24
21.4%
4.9%
Q2 24
1.4%
-15.5%
Capex Intensity
MBLY
MBLY
SPWH
SPWH
Q1 26
Q4 25
6.1%
2.3%
Q3 25
4.8%
2.5%
Q2 25
2.8%
1.5%
Q1 25
3.2%
1.0%
Q4 24
2.7%
1.1%
Q3 24
4.5%
1.5%
Q2 24
5.5%
1.4%
Cash Conversion
MBLY
MBLY
SPWH
SPWH
Q1 26
Q4 25
2038.00×
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24

Financial Flow Comparison

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

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