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Side-by-side financial comparison of Microchip Technology (MCHP) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Microchip Technology is the larger business by last-quarter revenue ($1.2B vs $828.2M, roughly 1.4× Rithm Capital Corp.). Rithm Capital Corp. runs the higher net margin — 13.2% vs 5.3%, a 7.9% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 15.6%). Over the past eight quarters, Microchip Technology's revenue compounded faster (-5.4% CAGR vs -17.9%).
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
MCHP vs RITM — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $828.2M |
| Net Profit | $62.7M | $109.5M |
| Gross Margin | 59.6% | — |
| Operating Margin | 12.8% | 29.9% |
| Net Margin | 5.3% | 13.2% |
| Revenue YoY | 15.6% | 508.5% |
| Net Profit YoY | 217.0% | 27.7% |
| EPS (diluted) | $0.06 | $0.12 |
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 | — | $828.2M | ||
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $970.5M | $768.4M | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $1.2B | $619.5M | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | $62.7M | $85.0M | ||
| Q3 25 | $41.7M | $221.5M | ||
| Q2 25 | $-18.6M | $311.7M | ||
| Q1 25 | $-154.6M | $78.8M | ||
| Q4 24 | $-53.6M | $290.2M | ||
| Q3 24 | $78.4M | $121.7M | ||
| Q2 24 | $129.3M | $235.6M |
| Q1 26 | — | — | ||
| 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 26 | — | 29.9% | ||
| Q4 25 | 12.8% | 13.8% | ||
| Q3 25 | 7.8% | 21.4% | ||
| Q2 25 | 3.0% | 25.2% | ||
| Q1 25 | -10.3% | 7.4% | ||
| Q4 24 | 3.0% | 23.8% | ||
| Q3 24 | 12.6% | 7.3% | ||
| Q2 24 | 17.7% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | 5.3% | 5.7% | ||
| Q3 25 | 3.7% | 20.0% | ||
| Q2 25 | -1.7% | 25.6% | ||
| Q1 25 | -15.9% | 10.3% | ||
| Q4 24 | -5.2% | 14.0% | ||
| Q3 24 | 6.7% | 19.7% | ||
| Q2 24 | 10.4% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.06 | $0.09 | ||
| Q3 25 | $0.03 | $0.35 | ||
| Q2 25 | $-0.09 | $0.53 | ||
| Q1 25 | $-0.29 | $0.07 | ||
| Q4 24 | $-0.10 | $0.50 | ||
| Q3 24 | $0.14 | $0.20 | ||
| Q2 24 | $0.24 | $0.43 |
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 | — |
| Total DebtLower is stronger | $5.4B | — |
| Stockholders' EquityBook value | $6.6B | $9.1B |
| Total Assets | $14.3B | $53.4B |
| Debt / EquityLower = less leverage | 0.82× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $250.7M | $1.8B | ||
| Q3 25 | $236.8M | $1.6B | ||
| Q2 25 | $566.5M | $1.6B | ||
| Q1 25 | $771.7M | $1.5B | ||
| Q4 24 | $586.0M | $1.5B | ||
| Q3 24 | $286.1M | $1.6B | ||
| Q2 24 | $315.1M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $35.4B | ||
| Q3 25 | $5.4B | $32.2B | ||
| Q2 25 | $5.5B | $31.2B | ||
| Q1 25 | $5.6B | $32.2B | ||
| Q4 24 | $6.7B | $32.6B | ||
| Q3 24 | $6.4B | $29.6B | ||
| Q2 24 | $6.2B | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $6.6B | $8.4B | ||
| Q3 25 | $6.7B | $8.5B | ||
| Q2 25 | $6.9B | $7.9B | ||
| Q1 25 | $7.1B | $7.8B | ||
| Q4 24 | $6.0B | $7.8B | ||
| Q3 24 | $6.3B | $7.7B | ||
| Q2 24 | $6.4B | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | $14.3B | $53.1B | ||
| Q3 25 | $14.5B | $47.2B | ||
| Q2 25 | $15.0B | $44.3B | ||
| Q1 25 | $15.4B | $45.3B | ||
| Q4 24 | $15.6B | $46.0B | ||
| Q3 24 | $15.6B | $42.3B | ||
| Q2 24 | $15.8B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.82× | 4.20× | ||
| Q3 25 | 0.80× | 3.79× | ||
| Q2 25 | 0.80× | 3.92× | ||
| Q1 25 | 0.80× | 4.14× | ||
| Q4 24 | 1.12× | 4.18× | ||
| Q3 24 | 1.02× | 3.87× | ||
| Q2 24 | 0.96× | 4.10× |
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 | — |
| Free Cash FlowOCF − Capex | $318.9M | — |
| FCF MarginFCF / Revenue | 26.9% | — |
| Capex IntensityCapex / Revenue | 1.9% | — |
| Cash ConversionOCF / Net Profit | 5.44× | — |
| TTM Free Cash FlowTrailing 4 quarters | $819.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $341.4M | $-114.6M | ||
| Q3 25 | $88.1M | $-2.0B | ||
| Q2 25 | $275.6M | $-557.1M | ||
| Q1 25 | $205.9M | $1.4B | ||
| Q4 24 | $271.5M | $-1.8B | ||
| Q3 24 | $43.6M | $768.1M | ||
| Q2 24 | $377.1M | $-55.7M |
| Q1 26 | — | — | ||
| Q4 25 | $318.9M | — | ||
| Q3 25 | $51.6M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $191.7M | — | ||
| Q4 24 | $253.4M | — | ||
| Q3 24 | $22.8M | — | ||
| Q2 24 | $304.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | 26.9% | — | ||
| Q3 25 | 4.5% | — | ||
| Q2 25 | 24.0% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 24.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 5.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.44× | -1.35× | ||
| Q3 25 | 2.11× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 0.56× | 6.31× | ||
| Q2 24 | 2.92× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
