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Side-by-side financial comparison of Magnolia Oil & Gas Corp (MGY) and PHOTRONICS INC (PLAB). Click either name above to swap in a different company.
Magnolia Oil & Gas Corp is the larger business by last-quarter revenue ($358.5M vs $210.4M, roughly 1.7× PHOTRONICS INC). Magnolia Oil & Gas Corp runs the higher net margin — 28.1% vs 10.9%, a 17.2% gap on every dollar of revenue. On growth, Magnolia Oil & Gas Corp posted the faster year-over-year revenue change (2.3% vs -5.5%). Magnolia Oil & Gas Corp produced more free cash flow last quarter ($145.6M vs $25.2M). Over the past eight quarters, Magnolia Oil & Gas Corp's revenue compounded faster (3.2% CAGR vs -3.8%).
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
Photronics, Inc. is an American semiconductor photomask manufacturer. It was the third largest photomask supplier globally as of 2009. Photronics is a member of the eBeam Initiative.
MGY vs PLAB — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $358.5M | $210.4M |
| Net Profit | $100.8M | $22.9M |
| Gross Margin | — | 33.7% |
| Operating Margin | 35.6% | 22.9% |
| Net Margin | 28.1% | 10.9% |
| Revenue YoY | 2.3% | -5.5% |
| Net Profit YoY | -3.0% | -32.4% |
| EPS (diluted) | $0.54 | $0.39 |
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 | $358.5M | — | ||
| Q4 25 | $317.6M | — | ||
| Q3 25 | $324.9M | $210.4M | ||
| Q2 25 | $319.0M | $211.0M | ||
| Q1 25 | $350.3M | $212.1M | ||
| Q4 24 | $326.6M | $222.6M | ||
| Q3 24 | $333.1M | $211.0M | ||
| Q2 24 | $336.7M | $217.0M |
| Q1 26 | $100.8M | — | ||
| Q4 25 | $68.8M | — | ||
| Q3 25 | $75.5M | $22.9M | ||
| Q2 25 | $78.1M | $8.9M | ||
| Q1 25 | $102.9M | $42.9M | ||
| Q4 24 | $85.6M | $33.9M | ||
| Q3 24 | $99.8M | $34.4M | ||
| Q2 24 | $95.6M | $36.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% |
| Q1 26 | 35.6% | — | ||
| Q4 25 | 29.6% | — | ||
| Q3 25 | 31.2% | 22.9% | ||
| Q2 25 | 33.8% | 26.4% | ||
| Q1 25 | 38.8% | 24.6% | ||
| Q4 24 | 38.0% | 25.1% | ||
| Q3 24 | 38.7% | 24.7% | ||
| Q2 24 | 39.9% | 25.8% |
| Q1 26 | 28.1% | — | ||
| Q4 25 | 21.6% | — | ||
| Q3 25 | 23.2% | 10.9% | ||
| Q2 25 | 24.5% | 4.2% | ||
| Q1 25 | 29.4% | 20.2% | ||
| Q4 24 | 26.2% | 15.2% | ||
| Q3 24 | 30.0% | 16.3% | ||
| Q2 24 | 28.4% | 16.7% |
| Q1 26 | $0.54 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $0.39 | ||
| Q2 25 | — | $0.15 | ||
| Q1 25 | — | $0.68 | ||
| Q4 24 | — | $0.54 | ||
| Q3 24 | — | $0.55 | ||
| Q2 24 | — | $0.58 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $124.4M | $575.8M |
| Total DebtLower is stronger | — | $16.0K |
| Stockholders' EquityBook value | $2.0B | $1.1B |
| Total Assets | $2.9B | $1.8B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $124.4M | — | ||
| Q4 25 | $266.8M | — | ||
| Q3 25 | $280.5M | $575.8M | ||
| Q2 25 | $251.8M | $558.4M | ||
| Q1 25 | $247.6M | $642.2M | ||
| Q4 24 | $260.0M | $640.7M | ||
| Q3 24 | $276.1M | $606.4M | ||
| Q2 24 | $275.7M | $559.9M |
| Q1 26 | — | — | ||
| Q4 25 | $393.3M | — | ||
| Q3 25 | $393.1M | $16.0K | ||
| Q2 25 | $392.9M | $19.0K | ||
| Q1 25 | $392.7M | $21.0K | ||
| Q4 24 | $392.5M | $25.0K | ||
| Q3 24 | $394.8M | $28.0K | ||
| Q2 24 | $394.1M | $2.5M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $2.0B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.9B | $1.0B |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | $1.8B | ||
| Q2 25 | $2.9B | $1.7B | ||
| Q1 25 | $2.9B | $1.7B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.8B | $1.6B | ||
| Q2 24 | $2.8B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | 0.00× | ||
| Q2 25 | 0.20× | 0.00× | ||
| Q1 25 | 0.20× | 0.00× | ||
| Q4 24 | 0.20× | 0.00× | ||
| Q3 24 | 0.20× | 0.00× | ||
| Q2 24 | 0.21× | 0.00× |
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 | $197.6M | $50.1M |
| Free Cash FlowOCF − Capex | $145.6M | $25.2M |
| FCF MarginFCF / Revenue | 40.6% | 12.0% |
| Capex IntensityCapex / Revenue | 35.9% | 11.8% |
| Cash ConversionOCF / Net Profit | 1.96× | 2.19× |
| TTM Free Cash FlowTrailing 4 quarters | — | $64.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $197.6M | — | ||
| Q4 25 | $208.4M | — | ||
| Q3 25 | $247.1M | $50.1M | ||
| Q2 25 | $198.7M | $31.5M | ||
| Q1 25 | $224.5M | $78.5M | ||
| Q4 24 | $222.6M | $68.4M | ||
| Q3 24 | $217.9M | $75.1M | ||
| Q2 24 | $269.4M | $76.5M |
| Q1 26 | $145.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $25.2M | ||
| Q2 25 | — | $-29.1M | ||
| Q1 25 | — | $43.3M | ||
| Q4 24 | — | $25.2M | ||
| Q3 24 | — | $50.7M | ||
| Q2 24 | — | $56.5M |
| Q1 26 | 40.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | -13.8% | ||
| Q1 25 | — | 20.4% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 26.0% |
| Q1 26 | 35.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | — | 28.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | — | 9.2% |
| Q1 26 | 1.96× | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 3.27× | 2.19× | ||
| Q2 25 | 2.54× | 3.55× | ||
| Q1 25 | 2.18× | 1.83× | ||
| Q4 24 | 2.60× | 2.02× | ||
| Q3 24 | 2.18× | 2.18× | ||
| Q2 24 | 2.82× | 2.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MGY
| Natural gas (Mcf/d) | $193.1M | 54% |
| Natural gas revenues | $51.8M | 14% |
| Natural gas liquids revenues | $49.4M | 14% |
| Oil (Bbls/d) | $40.7M | 11% |
| Natural gas (MMcf) | $17.4M | 5% |
| Oil (MBbls) | $3.7M | 1% |
| Natural gas liquids (MBbls) | $2.7M | 1% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
