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Side-by-side financial comparison of Organon & Co. (OGN) and Zscaler, Inc. (ZS). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $788.1M, roughly 1.9× Zscaler, Inc.). Organon & Co. runs the higher net margin — 10.0% vs -1.5%, a 11.5% gap on every dollar of revenue. On growth, Zscaler, Inc. posted the faster year-over-year revenue change (25.5% vs -3.5%). Over the past eight quarters, Zscaler, Inc.'s revenue compounded faster (22.5% 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.
Zscaler, Inc. is an American cloud security company based in San Jose, California. The company offers cloud-based services to protect enterprise networks and data.
OGN vs ZS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.5B | $788.1M |
| Net Profit | $146.0M | $-11.6M |
| Gross Margin | 53.6% | 76.6% |
| Operating Margin | — | -4.6% |
| Net Margin | 10.0% | -1.5% |
| Revenue YoY | -3.5% | 25.5% |
| Net Profit YoY | 67.8% | 3.6% |
| EPS (diluted) | $0.55 | $-0.07 |
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 | $788.1M | ||
| Q3 25 | $1.6B | $719.2M | ||
| Q2 25 | $1.6B | $678.0M | ||
| Q1 25 | $1.5B | $647.9M | ||
| Q4 24 | $1.6B | $628.0M | ||
| Q3 24 | $1.6B | $592.9M | ||
| Q2 24 | $1.6B | $553.2M |
| Q1 26 | $146.0M | — | ||
| Q4 25 | $-205.0M | $-11.6M | ||
| Q3 25 | $160.0M | $-17.6M | ||
| Q2 25 | $145.0M | $-4.1M | ||
| Q1 25 | $87.0M | $-7.7M | ||
| Q4 24 | $109.0M | $-12.1M | ||
| Q3 24 | $359.0M | $-14.9M | ||
| Q2 24 | $195.0M | $19.1M |
| Q1 26 | 53.6% | — | ||
| Q4 25 | 49.2% | 76.6% | ||
| Q3 25 | 53.5% | 76.1% | ||
| Q2 25 | 54.8% | 77.0% | ||
| Q1 25 | 55.6% | 77.1% | ||
| Q4 24 | 56.3% | 77.5% | ||
| Q3 24 | 58.3% | 78.0% | ||
| Q2 24 | 58.4% | 78.6% |
| Q1 26 | — | — | ||
| Q4 25 | -9.8% | -4.6% | ||
| Q3 25 | 15.2% | -4.5% | ||
| Q2 25 | 14.4% | -3.7% | ||
| Q1 25 | 6.7% | -6.2% | ||
| Q4 24 | 8.1% | -4.9% | ||
| Q3 24 | 13.1% | -4.5% | ||
| Q2 24 | 14.6% | -0.5% |
| Q1 26 | 10.0% | — | ||
| Q4 25 | -13.6% | -1.5% | ||
| Q3 25 | 10.0% | -2.4% | ||
| Q2 25 | 9.1% | -0.6% | ||
| Q1 25 | 5.8% | -1.2% | ||
| Q4 24 | 6.8% | -1.9% | ||
| Q3 24 | 22.7% | -2.5% | ||
| Q2 24 | 12.1% | 3.5% |
| Q1 26 | $0.55 | — | ||
| Q4 25 | $-0.78 | $-0.07 | ||
| Q3 25 | $0.61 | $-0.11 | ||
| Q2 25 | $0.56 | $-0.03 | ||
| Q1 25 | $0.33 | $-0.05 | ||
| Q4 24 | $0.42 | $-0.08 | ||
| Q3 24 | $1.38 | $-0.09 | ||
| Q2 24 | $0.75 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.3B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $2.0B |
| Total Assets | — | $6.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $574.0M | $1.3B | ||
| Q3 25 | $672.0M | $2.4B | ||
| Q2 25 | $599.0M | $2.0B | ||
| Q1 25 | $547.0M | $1.8B | ||
| Q4 24 | $675.0M | $1.6B | ||
| Q3 24 | $763.0M | $1.4B | ||
| Q2 24 | $704.0M | $1.3B |
| Q1 26 | — | — | ||
| Q4 25 | $8.6B | — | ||
| Q3 25 | $8.8B | — | ||
| Q2 25 | $8.9B | $1.1B | ||
| Q1 25 | $9.0B | $1.1B | ||
| Q4 24 | $8.9B | $1.1B | ||
| Q3 24 | $8.7B | $1.1B | ||
| Q2 24 | $8.7B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | $752.0M | $2.0B | ||
| Q3 25 | $906.0M | $1.8B | ||
| Q2 25 | $733.0M | $1.8B | ||
| Q1 25 | $542.0M | $1.6B | ||
| Q4 24 | $472.0M | $1.4B | ||
| Q3 24 | $493.0M | $1.3B | ||
| Q2 24 | $144.0M | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | $12.9B | $6.5B | ||
| Q3 25 | $13.6B | $6.4B | ||
| Q2 25 | $13.5B | $5.3B | ||
| Q1 25 | $13.2B | $5.0B | ||
| Q4 24 | $13.1B | $4.7B | ||
| Q3 24 | $12.8B | $4.7B | ||
| Q2 24 | $12.2B | $4.2B |
| Q1 26 | — | — | ||
| Q4 25 | 11.49× | — | ||
| Q3 25 | 9.74× | — | ||
| Q2 25 | 12.14× | 0.64× | ||
| Q1 25 | 16.52× | 0.71× | ||
| Q4 24 | 18.81× | 0.80× | ||
| Q3 24 | 17.75× | 0.90× | ||
| Q2 24 | 60.11× | 1.04× |
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 | — | $448.3M |
| Free Cash FlowOCF − Capex | — | $431.0M |
| FCF MarginFCF / Revenue | — | 54.7% |
| Capex IntensityCapex / Revenue | — | 2.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $924.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $141.0M | $448.3M | ||
| Q3 25 | $264.0M | $250.6M | ||
| Q2 25 | $220.0M | $211.1M | ||
| Q1 25 | $75.0M | $179.4M | ||
| Q4 24 | $390.0M | $331.3M | ||
| Q3 24 | $141.0M | $203.6M | ||
| Q2 24 | $332.0M | $173.4M |
| Q1 26 | — | — | ||
| Q4 25 | $96.0M | $431.0M | ||
| Q3 25 | $218.0M | $190.6M | ||
| Q2 25 | $181.0M | $138.9M | ||
| Q1 25 | $43.0M | $164.4M | ||
| Q4 24 | $335.0M | $314.3M | ||
| Q3 24 | $99.0M | $154.2M | ||
| Q2 24 | $300.0M | $137.8M |
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 54.7% | ||
| Q3 25 | 13.6% | 26.5% | ||
| Q2 25 | 11.4% | 20.5% | ||
| Q1 25 | 2.8% | 25.4% | ||
| Q4 24 | 21.0% | 50.1% | ||
| Q3 24 | 6.3% | 26.0% | ||
| Q2 24 | 18.7% | 24.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 2.2% | ||
| Q3 25 | 2.9% | 8.3% | ||
| Q2 25 | 2.4% | 10.6% | ||
| Q1 25 | 2.1% | 2.3% | ||
| Q4 24 | 3.5% | 2.7% | ||
| Q3 24 | 2.7% | 8.3% | ||
| Q2 24 | 2.0% | 6.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.65× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 3.58× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 1.70× | 9.07× |
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% |
ZS
Segment breakdown not available.