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Side-by-side financial comparison of Oracle Corporation (ORCL) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
Oracle Corporation is the larger business by last-quarter revenue ($16.1B vs $9.8B, roughly 1.6× US Foods Holding Corp.). Oracle Corporation runs the higher net margin — 38.2% vs 1.9%, a 36.3% gap on every dollar of revenue. On growth, Oracle Corporation posted the faster year-over-year revenue change (14.2% vs 3.3%). US Foods Holding Corp. produced more free cash flow last quarter ($159.0M vs $-10.0B). Over the past eight quarters, Oracle Corporation's revenue compounded faster (10.0% CAGR vs 4.6%).
An oracle is a person or thing considered to provide insight, wise counsel or prophetic predictions, most notably including precognition of the future, inspired by deities. If done through occultic means, it is a form of divination.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
ORCL vs USFD — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $16.1B | $9.8B |
| Net Profit | $6.1B | $184.0M |
| Gross Margin | — | 17.6% |
| Operating Margin | 29.5% | 3.3% |
| Net Margin | 38.2% | 1.9% |
| Revenue YoY | 14.2% | 3.3% |
| Net Profit YoY | 94.7% | 178.8% |
| EPS (diluted) | $2.10 | $0.82 |
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.
| Q4 25 | $16.1B | $9.8B | ||
| Q3 25 | $14.9B | $10.2B | ||
| Q2 25 | $15.9B | $10.1B | ||
| Q1 25 | $14.1B | $9.4B | ||
| Q4 24 | $14.1B | $9.5B | ||
| Q3 24 | $13.3B | $9.7B | ||
| Q2 24 | $14.3B | $9.7B | ||
| Q1 24 | $13.3B | $8.9B |
| Q4 25 | $6.1B | $184.0M | ||
| Q3 25 | $2.9B | $153.0M | ||
| Q2 25 | $3.4B | $224.0M | ||
| Q1 25 | $2.9B | $115.0M | ||
| Q4 24 | $3.2B | $66.0M | ||
| Q3 24 | $2.9B | $148.0M | ||
| Q2 24 | $3.1B | $198.0M | ||
| Q1 24 | $2.4B | $82.0M |
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 17.6% | ||
| Q1 25 | — | 17.3% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 17.1% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | — | 16.7% |
| Q4 25 | 29.5% | 3.3% | ||
| Q3 25 | 28.7% | 2.8% | ||
| Q2 25 | 32.1% | 3.7% | ||
| Q1 25 | 30.8% | 2.4% | ||
| Q4 24 | 30.0% | 3.2% | ||
| Q3 24 | 30.0% | 2.9% | ||
| Q2 24 | 32.8% | 3.6% | ||
| Q1 24 | 28.2% | 1.8% |
| Q4 25 | 38.2% | 1.9% | ||
| Q3 25 | 19.6% | 1.5% | ||
| Q2 25 | 21.5% | 2.2% | ||
| Q1 25 | 20.8% | 1.2% | ||
| Q4 24 | 22.4% | 0.7% | ||
| Q3 24 | 22.0% | 1.5% | ||
| Q2 24 | 22.0% | 2.0% | ||
| Q1 24 | 18.1% | 0.9% |
| Q4 25 | $2.10 | $0.82 | ||
| Q3 25 | $1.01 | $0.67 | ||
| Q2 25 | $1.19 | $0.96 | ||
| Q1 25 | $1.02 | $0.49 | ||
| Q4 24 | $1.10 | $0.28 | ||
| Q3 24 | $1.03 | $0.61 | ||
| Q2 24 | $1.11 | $0.80 | ||
| Q1 24 | $0.85 | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $19.2B | $41.0M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $30.0B | $4.3B |
| Total Assets | $205.0B | $13.9B |
| Debt / EquityLower = less leverage | — | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.2B | $41.0M | ||
| Q3 25 | $10.4B | $56.0M | ||
| Q2 25 | $10.8B | $61.0M | ||
| Q1 25 | $17.4B | $101.0M | ||
| Q4 24 | $10.9B | $59.0M | ||
| Q3 24 | $10.6B | $81.0M | ||
| Q2 24 | $10.5B | $405.0M | ||
| Q1 24 | $9.5B | $267.0M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.6B | ||
| Q1 24 | — | $4.6B |
| Q4 25 | $30.0B | $4.3B | ||
| Q3 25 | $24.2B | $4.5B | ||
| Q2 25 | $20.5B | $4.6B | ||
| Q1 25 | $16.7B | $4.6B | ||
| Q4 24 | $13.7B | $4.5B | ||
| Q3 24 | $10.8B | $4.6B | ||
| Q2 24 | $8.7B | $5.0B | ||
| Q1 24 | $5.6B | $4.8B |
| Q4 25 | $205.0B | $13.9B | ||
| Q3 25 | $180.4B | $14.0B | ||
| Q2 25 | $168.4B | $13.8B | ||
| Q1 25 | $161.4B | $13.7B | ||
| Q4 24 | $148.5B | $13.4B | ||
| Q3 24 | $144.2B | $13.5B | ||
| Q2 24 | $141.0B | $13.7B | ||
| Q1 24 | $137.1B | $13.4B |
| Q4 25 | — | 1.18× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 1.06× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 0.92× | ||
| Q1 24 | — | 0.95× |
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 | $2.1B | $293.0M |
| Free Cash FlowOCF − Capex | $-10.0B | $159.0M |
| FCF MarginFCF / Revenue | -62.1% | 1.6% |
| Capex IntensityCapex / Revenue | 74.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.34× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.2B | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.1B | $293.0M | ||
| Q3 25 | $8.1B | $351.0M | ||
| Q2 25 | $6.2B | $334.0M | ||
| Q1 25 | $5.9B | $391.0M | ||
| Q4 24 | $1.3B | $283.0M | ||
| Q3 24 | $7.4B | $270.0M | ||
| Q2 24 | $6.1B | $482.0M | ||
| Q1 24 | $5.5B | $139.0M |
| Q4 25 | $-10.0B | $159.0M | ||
| Q3 25 | $-362.0M | $236.0M | ||
| Q2 25 | $-2.9B | $257.0M | ||
| Q1 25 | $71.0M | $307.0M | ||
| Q4 24 | $-2.7B | $178.0M | ||
| Q3 24 | $5.1B | $190.0M | ||
| Q2 24 | $3.3B | $413.0M | ||
| Q1 24 | $3.8B | $52.0M |
| Q4 25 | -62.1% | 1.6% | ||
| Q3 25 | -2.4% | 2.3% | ||
| Q2 25 | -18.4% | 2.5% | ||
| Q1 25 | 0.5% | 3.3% | ||
| Q4 24 | -19.0% | 1.9% | ||
| Q3 24 | 38.5% | 2.0% | ||
| Q2 24 | 23.0% | 4.3% | ||
| Q1 24 | 28.6% | 0.6% |
| Q4 25 | 74.9% | 1.4% | ||
| Q3 25 | 57.0% | 1.1% | ||
| Q2 25 | 57.1% | 0.8% | ||
| Q1 25 | 41.5% | 0.9% | ||
| Q4 24 | 28.2% | 1.1% | ||
| Q3 24 | 17.3% | 0.8% | ||
| Q2 24 | 19.6% | 0.7% | ||
| Q1 24 | 12.6% | 1.0% |
| Q4 25 | 0.34× | 1.59× | ||
| Q3 25 | 2.78× | 2.29× | ||
| Q2 25 | 1.80× | 1.49× | ||
| Q1 25 | 2.02× | 3.40× | ||
| Q4 24 | 0.41× | 4.29× | ||
| Q3 24 | 2.54× | 1.82× | ||
| Q2 24 | 1.93× | 2.43× | ||
| Q1 24 | 2.28× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ORCL
| Software Support | $4.9B | 31% |
| Cloud Infrastructure | $4.1B | 25% |
| Cloud Applications | $3.9B | 24% |
| Services Business | $1.4B | 9% |
| Software License | $939.0M | 6% |
| Hardware Business | $776.0M | 5% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
