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Side-by-side financial comparison of Microchip Technology (MCHP) and PATRICK INDUSTRIES INC (PATK). Click either name above to swap in a different company.
Microchip Technology is the larger business by last-quarter revenue ($1.2B vs $924.2M, roughly 1.3× PATRICK INDUSTRIES INC). Microchip Technology runs the higher net margin — 5.3% vs 3.1%, a 2.1% gap on every dollar of revenue. On growth, Microchip Technology posted the faster year-over-year revenue change (15.6% vs 9.2%). Microchip Technology produced more free cash flow last quarter ($318.9M vs $112.7M). Over the past eight quarters, PATRICK INDUSTRIES INC's revenue compounded faster (-0.5% 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.
Anduril Industries, Inc. is an American defense technology company specializing in the development of advanced autonomous systems.
MCHP vs PATK — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $924.2M |
| Net Profit | $62.7M | $29.1M |
| Gross Margin | 59.6% | 23.0% |
| Operating Margin | 12.8% | 6.2% |
| Net Margin | 5.3% | 3.1% |
| Revenue YoY | 15.6% | 9.2% |
| Net Profit YoY | 217.0% | 99.7% |
| EPS (diluted) | $0.06 | $0.82 |
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 | $924.2M | ||
| Q3 25 | $1.1B | $975.6M | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $970.5M | $1.0B | ||
| Q4 24 | $1.0B | $846.1M | ||
| Q3 24 | $1.2B | $919.4M | ||
| Q2 24 | $1.2B | $1.0B | ||
| Q1 24 | $1.3B | $933.5M |
| Q4 25 | $62.7M | $29.1M | ||
| Q3 25 | $41.7M | $35.3M | ||
| Q2 25 | $-18.6M | $32.4M | ||
| Q1 25 | $-154.6M | $38.2M | ||
| Q4 24 | $-53.6M | $14.6M | ||
| Q3 24 | $78.4M | $40.9M | ||
| Q2 24 | $129.3M | $47.9M | ||
| Q1 24 | $154.7M | $35.1M |
| Q4 25 | 59.6% | 23.0% | ||
| Q3 25 | 55.9% | 22.6% | ||
| Q2 25 | 53.6% | 23.9% | ||
| Q1 25 | 51.6% | 22.8% | ||
| Q4 24 | 54.7% | 22.1% | ||
| Q3 24 | 57.4% | 23.1% | ||
| Q2 24 | 59.4% | 22.8% | ||
| Q1 24 | 59.6% | 21.9% |
| Q4 25 | 12.8% | 6.2% | ||
| Q3 25 | 7.8% | 6.8% | ||
| Q2 25 | 3.0% | 8.3% | ||
| Q1 25 | -10.3% | 6.5% | ||
| Q4 24 | 3.0% | 4.7% | ||
| Q3 24 | 12.6% | 8.1% | ||
| Q2 24 | 17.7% | 8.3% | ||
| Q1 24 | 19.1% | 6.4% |
| Q4 25 | 5.3% | 3.1% | ||
| Q3 25 | 3.7% | 3.6% | ||
| Q2 25 | -1.7% | 3.1% | ||
| Q1 25 | -15.9% | 3.8% | ||
| Q4 24 | -5.2% | 1.7% | ||
| Q3 24 | 6.7% | 4.4% | ||
| Q2 24 | 10.4% | 4.7% | ||
| Q1 24 | 11.7% | 3.8% |
| Q4 25 | $0.06 | $0.82 | ||
| Q3 25 | $0.03 | $1.01 | ||
| Q2 25 | $-0.09 | $0.96 | ||
| Q1 25 | $-0.29 | $1.11 | ||
| Q4 24 | $-0.10 | $-1.44 | ||
| Q3 24 | $0.14 | $1.80 | ||
| Q2 24 | $0.24 | $2.16 | ||
| Q1 24 | $0.29 | $1.59 |
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 | $26.4M |
| Total DebtLower is stronger | $5.4B | $1.3B |
| Stockholders' EquityBook value | $6.6B | $1.2B |
| Total Assets | $14.3B | $3.1B |
| Debt / EquityLower = less leverage | 0.82× | 1.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $250.7M | $26.4M | ||
| Q3 25 | $236.8M | $20.7M | ||
| Q2 25 | $566.5M | $22.0M | ||
| Q1 25 | $771.7M | $86.6M | ||
| Q4 24 | $586.0M | $33.6M | ||
| Q3 24 | $286.1M | $52.6M | ||
| Q2 24 | $315.1M | $44.0M | ||
| Q1 24 | $319.7M | $17.6M |
| Q4 25 | $5.4B | $1.3B | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $5.5B | — | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $6.7B | $1.3B | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.0B | — |
| Q4 25 | $6.6B | $1.2B | ||
| Q3 25 | $6.7B | $1.2B | ||
| Q2 25 | $6.9B | $1.1B | ||
| Q1 25 | $7.1B | $1.1B | ||
| Q4 24 | $6.0B | $1.1B | ||
| Q3 24 | $6.3B | $1.1B | ||
| Q2 24 | $6.4B | $1.1B | ||
| Q1 24 | $6.7B | $1.1B |
| Q4 25 | $14.3B | $3.1B | ||
| Q3 25 | $14.5B | $3.1B | ||
| Q2 25 | $15.0B | $3.1B | ||
| Q1 25 | $15.4B | $3.2B | ||
| Q4 24 | $15.6B | $3.0B | ||
| Q3 24 | $15.6B | $3.1B | ||
| Q2 24 | $15.8B | $3.0B | ||
| Q1 24 | $15.9B | $3.0B |
| Q4 25 | 0.82× | 1.10× | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 1.12× | 1.18× | ||
| Q3 24 | 1.02× | — | ||
| Q2 24 | 0.96× | — | ||
| Q1 24 | 0.90× | — |
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 | $130.8M |
| Free Cash FlowOCF − Capex | $318.9M | $112.7M |
| FCF MarginFCF / Revenue | 26.9% | 12.2% |
| Capex IntensityCapex / Revenue | 1.9% | 2.0% |
| Cash ConversionOCF / Net Profit | 5.44× | 4.50× |
| TTM Free Cash FlowTrailing 4 quarters | $819.9M | $246.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $341.4M | $130.8M | ||
| Q3 25 | $88.1M | $9.1M | ||
| Q2 25 | $275.6M | $149.4M | ||
| Q1 25 | $205.9M | $40.1M | ||
| Q4 24 | $271.5M | $102.7M | ||
| Q3 24 | $43.6M | $51.5M | ||
| Q2 24 | $377.1M | $137.5M | ||
| Q1 24 | $430.0M | $35.2M |
| Q4 25 | $318.9M | $112.7M | ||
| Q3 25 | $51.6M | $-17.2M | ||
| Q2 25 | $257.7M | $131.1M | ||
| Q1 25 | $191.7M | $19.9M | ||
| Q4 24 | $253.4M | $77.2M | ||
| Q3 24 | $22.8M | $33.7M | ||
| Q2 24 | $304.2M | $120.6M | ||
| Q1 24 | $389.9M | $19.7M |
| Q4 25 | 26.9% | 12.2% | ||
| Q3 25 | 4.5% | -1.8% | ||
| Q2 25 | 24.0% | 12.5% | ||
| Q1 25 | 19.8% | 2.0% | ||
| Q4 24 | 24.7% | 9.1% | ||
| Q3 24 | 2.0% | 3.7% | ||
| Q2 24 | 24.5% | 11.9% | ||
| Q1 24 | 29.4% | 2.1% |
| Q4 25 | 1.9% | 2.0% | ||
| Q3 25 | 3.2% | 2.7% | ||
| Q2 25 | 1.7% | 1.7% | ||
| Q1 25 | 1.5% | 2.0% | ||
| Q4 24 | 1.8% | 3.0% | ||
| Q3 24 | 1.8% | 1.9% | ||
| Q2 24 | 5.9% | 1.7% | ||
| Q1 24 | 3.0% | 1.7% |
| Q4 25 | 5.44× | 4.50× | ||
| Q3 25 | 2.11× | 0.26× | ||
| Q2 25 | — | 4.61× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 7.05× | ||
| Q3 24 | 0.56× | 1.26× | ||
| Q2 24 | 2.92× | 2.87× | ||
| Q1 24 | 2.78× | 1.00× |
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% |
PATK
| Recreational Vehicle | $276.3M | 30% |
| Distribution | $222.4M | 24% |
| Marine | $141.9M | 15% |
| Industrial | $110.8M | 12% |
| Powersports | $104.8M | 11% |
| Manufactured Housing | $67.9M | 7% |
