vs
Side-by-side financial comparison of Microchip Technology (MCHP) and SM Energy Co (SM). Click either name above to swap in a different company.
Microchip Technology is the larger business by last-quarter revenue ($1.3B vs $704.9M, roughly 1.9× SM Energy Co). On growth, SM Energy Co posted the faster year-over-year revenue change (-17.3% vs -72.2%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% CAGR vs 2.8%).
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
MCHP vs SM — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $704.9M |
| Net Profit | $144.2M | — |
| Gross Margin | 61.0% | — |
| Operating Margin | 16.6% | 25.9% |
| Net Margin | 11.0% | — |
| Revenue YoY | -72.2% | -17.3% |
| Net Profit YoY | 8.9% | — |
| EPS (diluted) | $0.21 | $0.94 |
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 | $1.3B | — | ||
| Q4 25 | $1.2B | $704.9M | ||
| Q3 25 | $1.1B | $811.6M | ||
| Q2 25 | $1.1B | $792.9M | ||
| Q1 25 | $970.5M | $844.5M | ||
| Q4 24 | $1.0B | $852.0M | ||
| Q3 24 | $1.2B | $643.6M | ||
| Q2 24 | $1.2B | $634.6M |
| Q1 26 | $144.2M | — | ||
| Q4 25 | $62.7M | — | ||
| Q3 25 | $41.7M | $155.1M | ||
| Q2 25 | $-18.6M | $201.7M | ||
| Q1 25 | $-154.6M | $182.3M | ||
| Q4 24 | $-53.6M | — | ||
| Q3 24 | $78.4M | $240.5M | ||
| Q2 24 | $129.3M | $210.3M |
| Q1 26 | 61.0% | — | ||
| 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 | 16.6% | — | ||
| Q4 25 | 12.8% | 25.9% | ||
| Q3 25 | 7.8% | 30.4% | ||
| Q2 25 | 3.0% | 37.2% | ||
| Q1 25 | -10.3% | 32.7% | ||
| Q4 24 | 3.0% | 33.7% | ||
| Q3 24 | 12.6% | 51.4% | ||
| Q2 24 | 17.7% | 44.0% |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 3.7% | 19.1% | ||
| Q2 25 | -1.7% | 25.4% | ||
| Q1 25 | -15.9% | 21.6% | ||
| Q4 24 | -5.2% | — | ||
| Q3 24 | 6.7% | 37.4% | ||
| Q2 24 | 10.4% | 33.1% |
| Q1 26 | $0.21 | — | ||
| Q4 25 | $0.06 | $0.94 | ||
| Q3 25 | $0.03 | $1.35 | ||
| Q2 25 | $-0.09 | $1.76 | ||
| Q1 25 | $-0.29 | $1.59 | ||
| Q4 24 | $-0.10 | $1.63 | ||
| Q3 24 | $0.14 | $2.09 | ||
| Q2 24 | $0.24 | $1.82 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $240.3M | $368.0M |
| Total DebtLower is stronger | $5.5B | — |
| Stockholders' EquityBook value | $6.4B | $4.8B |
| Total Assets | $14.4B | $9.3B |
| Debt / EquityLower = less leverage | 0.85× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $240.3M | — | ||
| Q4 25 | $250.7M | $368.0M | ||
| Q3 25 | $236.8M | $162.3M | ||
| Q2 25 | $566.5M | $101.9M | ||
| Q1 25 | $771.7M | $54.0K | ||
| Q4 24 | $586.0M | — | ||
| Q3 24 | $286.1M | $1.7B | ||
| Q2 24 | $315.1M | $487.9M |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $5.5B | — | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $6.7B | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.6B | $4.8B | ||
| Q3 25 | $6.7B | $4.7B | ||
| Q2 25 | $6.9B | $4.6B | ||
| Q1 25 | $7.1B | $4.4B | ||
| Q4 24 | $6.0B | $4.2B | ||
| Q3 24 | $6.3B | $4.1B | ||
| Q2 24 | $6.4B | $3.8B |
| Q1 26 | $14.4B | — | ||
| Q4 25 | $14.3B | $9.3B | ||
| Q3 25 | $14.5B | $9.1B | ||
| Q2 25 | $15.0B | $9.0B | ||
| Q1 25 | $15.4B | $8.8B | ||
| Q4 24 | $15.6B | $8.6B | ||
| Q3 24 | $15.6B | $8.0B | ||
| Q2 24 | $15.8B | $6.7B |
| Q1 26 | 0.85× | — | ||
| Q4 25 | 0.82× | — | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.02× | — | ||
| Q2 24 | 0.96× | — |
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 | — | $451.9M |
| Free Cash FlowOCF − Capex | $242.8M | — |
| FCF MarginFCF / Revenue | 18.5% | — |
| Capex IntensityCapex / Revenue | 1.1% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $871.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $341.4M | $451.9M | ||
| Q3 25 | $88.1M | $505.0M | ||
| Q2 25 | $275.6M | $571.1M | ||
| Q1 25 | $205.9M | $483.0M | ||
| Q4 24 | $271.5M | $578.4M | ||
| Q3 24 | $43.6M | $452.3M | ||
| Q2 24 | $377.1M | $476.4M |
| Q1 26 | $242.8M | — | ||
| 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 | 18.5% | — | ||
| 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 | 1.1% | — | ||
| 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× | — | ||
| Q3 25 | 2.11× | 3.26× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 2.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.56× | 1.88× | ||
| Q2 24 | 2.92× | 2.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
