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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
WillScot Holdings Corp is the larger business by last-quarter revenue ($566.0M vs $558.0M, roughly 1.0× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs -6.1%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% CAGR vs -1.8%).
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.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
MBLY vs WSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $566.0M |
| Net Profit | — | $-187.3M |
| Gross Margin | 49.3% | 50.4% |
| Operating Margin | -647.5% | -32.5% |
| Net Margin | — | -33.1% |
| Revenue YoY | 27.4% | -6.1% |
| Net Profit YoY | — | -310.0% |
| EPS (diluted) | — | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $504.0M | $566.8M | ||
| Q2 25 | $506.0M | $589.1M | ||
| Q1 25 | $438.0M | $559.6M | ||
| Q4 24 | $490.0M | $602.5M | ||
| Q3 24 | $486.0M | $601.4M | ||
| Q2 24 | $439.0M | $604.6M |
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $-187.3M | ||
| Q3 25 | $-96.0M | $43.3M | ||
| Q2 25 | $-67.0M | $47.9M | ||
| Q1 25 | $-102.0M | $43.1M | ||
| Q4 24 | $-71.0M | $89.2M | ||
| Q3 24 | $-2.7B | $-70.5M | ||
| Q2 24 | $-86.0M | $-46.9M |
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | 50.4% | ||
| Q3 25 | 48.2% | 49.7% | ||
| Q2 25 | 49.8% | 50.3% | ||
| Q1 25 | 47.3% | 53.7% | ||
| Q4 24 | 49.2% | 55.8% | ||
| Q3 24 | 48.8% | 53.5% | ||
| Q2 24 | 47.6% | 54.1% |
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | -32.5% | ||
| Q3 25 | -21.6% | 21.0% | ||
| Q2 25 | -14.6% | 21.5% | ||
| Q1 25 | -26.7% | 21.3% | ||
| Q4 24 | -17.6% | 28.9% | ||
| Q3 24 | -577.6% | -5.9% | ||
| Q2 24 | -21.4% | -0.9% |
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | -33.1% | ||
| Q3 25 | -19.0% | 7.6% | ||
| Q2 25 | -13.2% | 8.1% | ||
| Q1 25 | -23.3% | 7.7% | ||
| Q4 24 | -14.5% | 14.8% | ||
| Q3 24 | -558.6% | -11.7% | ||
| Q2 24 | -19.6% | -7.7% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $-1.02 | ||
| Q3 25 | $-0.12 | $0.24 | ||
| Q2 25 | $-0.08 | $0.26 | ||
| Q1 25 | $-0.13 | $0.23 | ||
| Q4 24 | $-0.09 | $0.48 | ||
| Q3 24 | $-3.35 | $-0.37 | ||
| Q2 24 | $-0.11 | $-0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $8.2B | $856.3M |
| Total Assets | $8.7B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $14.6M | ||
| Q3 25 | $1.7B | $14.8M | ||
| Q2 25 | $1.7B | $12.8M | ||
| Q1 25 | $1.5B | $10.7M | ||
| Q4 24 | $1.4B | $9.0M | ||
| Q3 24 | $1.3B | $11.0M | ||
| Q2 24 | $1.2B | $5.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B |
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $856.3M | ||
| Q3 25 | $11.9B | $1.1B | ||
| Q2 25 | $12.1B | $1.0B | ||
| Q1 25 | $12.0B | $1.0B | ||
| Q4 24 | $12.1B | $1.0B | ||
| Q3 24 | $12.1B | $1.1B | ||
| Q2 24 | $14.7B | $1.2B |
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $5.8B | ||
| Q3 25 | $12.5B | $6.1B | ||
| Q2 25 | $12.6B | $6.1B | ||
| Q1 25 | $12.5B | $6.0B | ||
| Q4 24 | $12.6B | $6.0B | ||
| Q3 24 | $12.6B | $6.0B | ||
| Q2 24 | $15.3B | $6.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× |
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 | $75.0M | $158.9M |
| Free Cash FlowOCF − Capex | — | $149.7M |
| FCF MarginFCF / Revenue | — | 26.5% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $158.9M | ||
| Q3 25 | $167.0M | $191.2M | ||
| Q2 25 | $213.0M | $205.3M | ||
| Q1 25 | $109.0M | $206.6M | ||
| Q4 24 | $204.0M | $178.9M | ||
| Q3 24 | $126.0M | $-1.6M | ||
| Q2 24 | $30.0M | $175.6M |
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $149.7M | ||
| Q3 25 | $143.0M | $186.9M | ||
| Q2 25 | $199.0M | $199.0M | ||
| Q1 25 | $95.0M | $202.0M | ||
| Q4 24 | $191.0M | $176.6M | ||
| Q3 24 | $104.0M | $-4.9M | ||
| Q2 24 | $6.0M | $169.4M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 26.5% | ||
| Q3 25 | 28.4% | 33.0% | ||
| Q2 25 | 39.3% | 33.8% | ||
| Q1 25 | 21.7% | 36.1% | ||
| Q4 24 | 39.0% | 29.3% | ||
| Q3 24 | 21.4% | -0.8% | ||
| Q2 24 | 1.4% | 28.0% |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 1.6% | ||
| Q3 25 | 4.8% | 0.7% | ||
| Q2 25 | 2.8% | 1.1% | ||
| Q1 25 | 3.2% | 0.8% | ||
| Q4 24 | 2.7% | 0.4% | ||
| Q3 24 | 4.5% | 0.6% | ||
| Q2 24 | 5.5% | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 4.41× | ||
| Q2 25 | — | 4.28× | ||
| Q1 25 | — | 4.80× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MBLY
Segment breakdown not available.
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
