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Side-by-side financial comparison of Microchip Technology (MCHP) and BLUE OWL CAPITAL INC. (OWL). Click either name above to swap in a different company.
Microchip Technology is the larger business by last-quarter revenue ($1.2B vs $755.6M, roughly 1.6× BLUE OWL CAPITAL INC.). BLUE OWL CAPITAL INC. runs the higher net margin — 6.3% vs 5.3%, a 1.0% gap on every dollar of revenue. On growth, BLUE OWL CAPITAL INC. posted the faster year-over-year revenue change (19.7% vs 15.6%). BLUE OWL CAPITAL INC. produced more free cash flow last quarter ($359.1M vs $318.9M). Over the past eight quarters, BLUE OWL CAPITAL INC.'s revenue compounded faster (21.3% CAGR vs -5.4%).
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
Blue Owl Capital Inc. is an American alternative investment asset management company that is listed on the New York Stock Exchange under the ticker symbol: "OWL". Headquartered in New York City, it has additional offices around the world, including London, Dubai, and Hong Kong.
MCHP vs OWL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $755.6M |
| Net Profit | $62.7M | $47.7M |
| Gross Margin | 59.6% | — |
| Operating Margin | 12.8% | 22.2% |
| Net Margin | 5.3% | 6.3% |
| Revenue YoY | 15.6% | 19.7% |
| Net Profit YoY | 217.0% | 129.8% |
| EPS (diluted) | $0.06 | $0.07 |
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 | $1.2B | $755.6M | ||
| Q3 25 | $1.1B | $728.0M | ||
| Q2 25 | $1.1B | $703.1M | ||
| Q1 25 | $970.5M | $683.5M | ||
| Q4 24 | $1.0B | $631.4M | ||
| Q3 24 | $1.2B | $600.9M | ||
| Q2 24 | $1.2B | $549.8M | ||
| Q1 24 | $1.3B | $513.3M |
| Q4 25 | $62.7M | $47.7M | ||
| Q3 25 | $41.7M | $6.3M | ||
| Q2 25 | $-18.6M | $17.4M | ||
| Q1 25 | $-154.6M | $7.4M | ||
| Q4 24 | $-53.6M | $20.7M | ||
| Q3 24 | $78.4M | $29.8M | ||
| Q2 24 | $129.3M | $33.9M | ||
| Q1 24 | $154.7M | $25.1M |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 55.9% | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 51.6% | — | ||
| Q4 24 | 54.7% | — | ||
| Q3 24 | 57.4% | — | ||
| Q2 24 | 59.4% | — | ||
| Q1 24 | 59.6% | — |
| Q4 25 | 12.8% | 22.2% | ||
| Q3 25 | 7.8% | 7.6% | ||
| Q2 25 | 3.0% | 12.0% | ||
| Q1 25 | -10.3% | 5.9% | ||
| Q4 24 | 3.0% | 11.7% | ||
| Q3 24 | 12.6% | 18.7% | ||
| Q2 24 | 17.7% | 28.4% | ||
| Q1 24 | 19.1% | 24.7% |
| Q4 25 | 5.3% | 6.3% | ||
| Q3 25 | 3.7% | 0.9% | ||
| Q2 25 | -1.7% | 2.5% | ||
| Q1 25 | -15.9% | 1.1% | ||
| Q4 24 | -5.2% | 3.3% | ||
| Q3 24 | 6.7% | 5.0% | ||
| Q2 24 | 10.4% | 6.2% | ||
| Q1 24 | 11.7% | 4.9% |
| Q4 25 | $0.06 | $0.07 | ||
| Q3 25 | $0.03 | $0.01 | ||
| Q2 25 | $-0.09 | $0.02 | ||
| Q1 25 | $-0.29 | $0.00 | ||
| Q4 24 | $-0.10 | $0.06 | ||
| Q3 24 | $0.14 | $0.04 | ||
| Q2 24 | $0.24 | $0.06 | ||
| Q1 24 | $0.29 | $0.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $250.7M | $194.5M |
| Total DebtLower is stronger | $5.4B | $3.3B |
| Stockholders' EquityBook value | $6.6B | $2.2B |
| Total Assets | $14.3B | $12.5B |
| Debt / EquityLower = less leverage | 0.82× | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $250.7M | $194.5M | ||
| Q3 25 | $236.8M | $137.3M | ||
| Q2 25 | $566.5M | $117.6M | ||
| Q1 25 | $771.7M | $97.6M | ||
| Q4 24 | $586.0M | $152.1M | ||
| Q3 24 | $286.1M | $115.9M | ||
| Q2 24 | $315.1M | $436.8M | ||
| Q1 24 | $319.7M | $155.8M |
| Q4 25 | $5.4B | $3.3B | ||
| Q3 25 | $5.4B | $3.2B | ||
| Q2 25 | $5.5B | $3.2B | ||
| Q1 25 | $5.6B | $3.2B | ||
| Q4 24 | $6.7B | $2.6B | ||
| Q3 24 | $6.4B | $2.5B | ||
| Q2 24 | $6.2B | $2.5B | ||
| Q1 24 | $6.0B | $2.1B |
| Q4 25 | $6.6B | $2.2B | ||
| Q3 25 | $6.7B | $2.3B | ||
| Q2 25 | $6.9B | $2.4B | ||
| Q1 25 | $7.1B | $2.3B | ||
| Q4 24 | $6.0B | $2.1B | ||
| Q3 24 | $6.3B | $2.0B | ||
| Q2 24 | $6.4B | $1.7B | ||
| Q1 24 | $6.7B | $1.6B |
| Q4 25 | $14.3B | $12.5B | ||
| Q3 25 | $14.5B | $12.5B | ||
| Q2 25 | $15.0B | $12.3B | ||
| Q1 25 | $15.4B | $12.3B | ||
| Q4 24 | $15.6B | $11.0B | ||
| Q3 24 | $15.6B | $10.8B | ||
| Q2 24 | $15.8B | $9.7B | ||
| Q1 24 | $15.9B | $9.0B |
| Q4 25 | 0.82× | 1.51× | ||
| Q3 25 | 0.80× | 1.41× | ||
| Q2 25 | 0.80× | 1.38× | ||
| Q1 25 | 0.80× | 1.37× | ||
| Q4 24 | 1.12× | 1.22× | ||
| Q3 24 | 1.02× | 1.27× | ||
| Q2 24 | 0.96× | 1.41× | ||
| Q1 24 | 0.90× | 1.26× |
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 | $341.4M | $382.9M |
| Free Cash FlowOCF − Capex | $318.9M | $359.1M |
| FCF MarginFCF / Revenue | 26.9% | 47.5% |
| Capex IntensityCapex / Revenue | 1.9% | 3.1% |
| Cash ConversionOCF / Net Profit | 5.44× | 8.03× |
| TTM Free Cash FlowTrailing 4 quarters | $819.9M | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $341.4M | $382.9M | ||
| Q3 25 | $88.1M | $433.1M | ||
| Q2 25 | $275.6M | $422.5M | ||
| Q1 25 | $205.9M | $17.6M | ||
| Q4 24 | $271.5M | $324.0M | ||
| Q3 24 | $43.6M | $326.0M | ||
| Q2 24 | $377.1M | $302.3M | ||
| Q1 24 | $430.0M | $47.2M |
| Q4 25 | $318.9M | $359.1M | ||
| Q3 25 | $51.6M | $422.5M | ||
| Q2 25 | $257.7M | $412.5M | ||
| Q1 25 | $191.7M | $4.2M | ||
| Q4 24 | $253.4M | $310.1M | ||
| Q3 24 | $22.8M | $314.8M | ||
| Q2 24 | $304.2M | $269.4M | ||
| Q1 24 | $389.9M | $41.1M |
| Q4 25 | 26.9% | 47.5% | ||
| Q3 25 | 4.5% | 58.0% | ||
| Q2 25 | 24.0% | 58.7% | ||
| Q1 25 | 19.8% | 0.6% | ||
| Q4 24 | 24.7% | 49.1% | ||
| Q3 24 | 2.0% | 52.4% | ||
| Q2 24 | 24.5% | 49.0% | ||
| Q1 24 | 29.4% | 8.0% |
| Q4 25 | 1.9% | 3.1% | ||
| Q3 25 | 3.2% | 1.5% | ||
| Q2 25 | 1.7% | 1.4% | ||
| Q1 25 | 1.5% | 2.0% | ||
| Q4 24 | 1.8% | 2.2% | ||
| Q3 24 | 1.8% | 1.9% | ||
| Q2 24 | 5.9% | 6.0% | ||
| Q1 24 | 3.0% | 1.2% |
| Q4 25 | 5.44× | 8.03× | ||
| Q3 25 | 2.11× | 68.64× | ||
| Q2 25 | — | 24.25× | ||
| Q1 25 | — | 2.37× | ||
| Q4 24 | — | 15.62× | ||
| Q3 24 | 0.56× | 10.94× | ||
| Q2 24 | 2.92× | 8.91× | ||
| Q1 24 | 2.78× | 1.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
