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Side-by-side financial comparison of Organon & Co. (OGN) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $1.0B, roughly 1.4× VALMONT INDUSTRIES INC). VALMONT INDUSTRIES INC runs the higher net margin — 16.2% vs 10.0%, a 6.2% gap on every dollar of revenue. On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (0.1% vs -3.5%). Over the past eight quarters, VALMONT INDUSTRIES INC's revenue compounded faster (3.0% CAGR vs -4.7%).
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
OGN vs VMI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.0B |
| Net Profit | $146.0M | $168.0M |
| Gross Margin | 53.6% | 29.8% |
| Operating Margin | — | 11.2% |
| Net Margin | 10.0% | 16.2% |
| Revenue YoY | -3.5% | 0.1% |
| Net Profit YoY | 67.8% | 116.3% |
| EPS (diluted) | $0.55 | $9.02 |
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 | $1.5B | — | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.6B | $1.0B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.5B | $969.3M | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.6B | $1.0B |
| Q1 26 | $146.0M | — | ||
| Q4 25 | $-205.0M | $168.0M | ||
| Q3 25 | $160.0M | $99.0M | ||
| Q2 25 | $145.0M | $-4.0M | ||
| Q1 25 | $87.0M | $87.3M | ||
| Q4 24 | $109.0M | $77.7M | ||
| Q3 24 | $359.0M | $83.1M | ||
| Q2 24 | $195.0M | $99.7M |
| Q1 26 | 53.6% | — | ||
| Q4 25 | 49.2% | 29.8% | ||
| Q3 25 | 53.5% | 30.4% | ||
| Q2 25 | 54.8% | 30.6% | ||
| Q1 25 | 55.6% | 30.0% | ||
| Q4 24 | 56.3% | 30.2% | ||
| Q3 24 | 58.3% | 29.6% | ||
| Q2 24 | 58.4% | 30.8% |
| Q1 26 | — | — | ||
| Q4 25 | -9.8% | 11.2% | ||
| Q3 25 | 15.2% | 13.5% | ||
| Q2 25 | 14.4% | 2.8% | ||
| Q1 25 | 6.7% | 13.2% | ||
| Q4 24 | 8.1% | 11.6% | ||
| Q3 24 | 13.1% | 12.3% | ||
| Q2 24 | 14.6% | 14.2% |
| Q1 26 | 10.0% | — | ||
| Q4 25 | -13.6% | 16.2% | ||
| Q3 25 | 10.0% | 9.5% | ||
| Q2 25 | 9.1% | -0.4% | ||
| Q1 25 | 5.8% | 9.0% | ||
| Q4 24 | 6.8% | 7.5% | ||
| Q3 24 | 22.7% | 8.1% | ||
| Q2 24 | 12.1% | 9.6% |
| Q1 26 | $0.55 | — | ||
| Q4 25 | $-0.78 | $9.02 | ||
| Q3 25 | $0.61 | $4.98 | ||
| Q2 25 | $0.56 | $-1.53 | ||
| Q1 25 | $0.33 | $4.32 | ||
| Q4 24 | $0.42 | $3.85 | ||
| Q3 24 | $1.38 | $4.11 | ||
| Q2 24 | $0.75 | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $187.1M |
| Total DebtLower is stronger | — | $795.7M |
| Stockholders' EquityBook value | — | $1.6B |
| Total Assets | — | $3.4B |
| Debt / EquityLower = less leverage | — | 0.49× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $574.0M | $187.1M | ||
| Q3 25 | $672.0M | $226.1M | ||
| Q2 25 | $599.0M | $208.5M | ||
| Q1 25 | $547.0M | $184.4M | ||
| Q4 24 | $675.0M | $164.3M | ||
| Q3 24 | $763.0M | $200.5M | ||
| Q2 24 | $704.0M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | $8.6B | $795.7M | ||
| Q3 25 | $8.8B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $9.0B | — | ||
| Q4 24 | $8.9B | $730.6M | ||
| Q3 24 | $8.7B | — | ||
| Q2 24 | $8.7B | — |
| Q1 26 | — | — | ||
| Q4 25 | $752.0M | $1.6B | ||
| Q3 25 | $906.0M | $1.6B | ||
| Q2 25 | $733.0M | $1.5B | ||
| Q1 25 | $542.0M | $1.6B | ||
| Q4 24 | $472.0M | $1.5B | ||
| Q3 24 | $493.0M | $1.5B | ||
| Q2 24 | $144.0M | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | $12.9B | $3.4B | ||
| Q3 25 | $13.6B | $3.4B | ||
| Q2 25 | $13.5B | $3.3B | ||
| Q1 25 | $13.2B | $3.4B | ||
| Q4 24 | $13.1B | $3.3B | ||
| Q3 24 | $12.8B | $3.5B | ||
| Q2 24 | $12.2B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | 11.49× | 0.49× | ||
| Q3 25 | 9.74× | — | ||
| Q2 25 | 12.14× | — | ||
| Q1 25 | 16.52× | — | ||
| Q4 24 | 18.81× | 0.47× | ||
| Q3 24 | 17.75× | — | ||
| Q2 24 | 60.11× | — |
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 | — | $111.2M |
| Free Cash FlowOCF − Capex | — | $70.4M |
| FCF MarginFCF / Revenue | — | 6.8% |
| Capex IntensityCapex / Revenue | — | 3.9% |
| Cash ConversionOCF / Net Profit | — | 0.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $311.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $141.0M | $111.2M | ||
| Q3 25 | $264.0M | $112.5M | ||
| Q2 25 | $220.0M | $167.6M | ||
| Q1 25 | $75.0M | $65.1M | ||
| Q4 24 | $390.0M | $193.4M | ||
| Q3 24 | $141.0M | $225.1M | ||
| Q2 24 | $332.0M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $96.0M | $70.4M | ||
| Q3 25 | $218.0M | $70.6M | ||
| Q2 25 | $181.0M | $135.6M | ||
| Q1 25 | $43.0M | $34.8M | ||
| Q4 24 | $335.0M | $167.8M | ||
| Q3 24 | $99.0M | $204.6M | ||
| Q2 24 | $300.0M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 6.8% | ||
| Q3 25 | 13.6% | 6.7% | ||
| Q2 25 | 11.4% | 12.9% | ||
| Q1 25 | 2.8% | 3.6% | ||
| Q4 24 | 21.0% | 16.2% | ||
| Q3 24 | 6.3% | 20.1% | ||
| Q2 24 | 18.7% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 3.9% | ||
| Q3 25 | 2.9% | 4.0% | ||
| Q2 25 | 2.4% | 3.0% | ||
| Q1 25 | 2.1% | 3.1% | ||
| Q4 24 | 3.5% | 2.5% | ||
| Q3 24 | 2.7% | 2.0% | ||
| Q2 24 | 2.0% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | 1.65× | 1.14× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 0.86× | 0.75× | ||
| Q4 24 | 3.58× | 2.49× | ||
| Q3 24 | 0.39× | 2.71× | ||
| Q2 24 | 1.70× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OGN
| Established Brands | $880.0M | 60% |
| Women’s Health | $389.0M | 27% |
| Biosimilars | $173.0M | 12% |
VMI
| Utility Product Line | $424.5M | 41% |
| Lighting And Transportation | $204.6M | 20% |
| Irrigation Equipment And Parts Excluding Technology | $199.0M | 19% |
| Services | $113.6M | 11% |
| Telecommunications | $73.8M | 7% |
| Technology Products And Services | $23.7M | 2% |
