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Side-by-side financial comparison of Qualcomm (QCOM) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
Qualcomm is the larger business by last-quarter revenue ($12.3B vs $9.8B, roughly 1.3× US Foods Holding Corp.). Qualcomm runs the higher net margin — 24.5% vs 1.9%, a 22.6% gap on every dollar of revenue. On growth, Qualcomm posted the faster year-over-year revenue change (5.0% vs 3.3%). Qualcomm produced more free cash flow last quarter ($4.4B vs $159.0M). Over the past eight quarters, Qualcomm's revenue compounded faster (14.2% CAGR vs 4.6%).
Qualcomm Incorporated is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.
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.
QCOM vs USFD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $12.3B | $9.8B |
| Net Profit | $3.0B | $184.0M |
| Gross Margin | 54.6% | 17.6% |
| Operating Margin | 27.5% | 3.3% |
| Net Margin | 24.5% | 1.9% |
| Revenue YoY | 5.0% | 3.3% |
| Net Profit YoY | -5.5% | 178.8% |
| EPS (diluted) | $2.78 | $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 | $12.3B | $9.8B | ||
| Q3 25 | $11.3B | $10.2B | ||
| Q2 25 | $10.4B | $10.1B | ||
| Q1 25 | $11.0B | $9.4B | ||
| Q4 24 | $11.7B | $9.5B | ||
| Q3 24 | $10.2B | $9.7B | ||
| Q2 24 | $9.4B | $9.7B | ||
| Q1 24 | $9.4B | $8.9B |
| Q4 25 | $3.0B | $184.0M | ||
| Q3 25 | $-3.1B | $153.0M | ||
| Q2 25 | $2.7B | $224.0M | ||
| Q1 25 | $2.8B | $115.0M | ||
| Q4 24 | $3.2B | $66.0M | ||
| Q3 24 | $2.9B | $148.0M | ||
| Q2 24 | $2.1B | $198.0M | ||
| Q1 24 | $2.3B | $82.0M |
| Q4 25 | 54.6% | 17.6% | ||
| Q3 25 | 55.3% | 17.2% | ||
| Q2 25 | 55.6% | 17.6% | ||
| Q1 25 | 55.0% | 17.3% | ||
| Q4 24 | 55.8% | 17.6% | ||
| Q3 24 | 56.4% | 17.1% | ||
| Q2 24 | 55.6% | 17.6% | ||
| Q1 24 | 56.3% | 16.7% |
| Q4 25 | 27.5% | 3.3% | ||
| Q3 25 | 25.9% | 2.8% | ||
| Q2 25 | 26.6% | 3.7% | ||
| Q1 25 | 28.4% | 2.4% | ||
| Q4 24 | 30.5% | 3.2% | ||
| Q3 24 | 25.2% | 2.9% | ||
| Q2 24 | 23.6% | 3.6% | ||
| Q1 24 | 24.9% | 1.8% |
| Q4 25 | 24.5% | 1.9% | ||
| Q3 25 | -27.7% | 1.5% | ||
| Q2 25 | 25.7% | 2.2% | ||
| Q1 25 | 25.6% | 1.2% | ||
| Q4 24 | 27.3% | 0.7% | ||
| Q3 24 | 28.5% | 1.5% | ||
| Q2 24 | 22.7% | 2.0% | ||
| Q1 24 | 24.8% | 0.9% |
| Q4 25 | $2.78 | $0.82 | ||
| Q3 25 | $-2.77 | $0.67 | ||
| Q2 25 | $2.43 | $0.96 | ||
| Q1 25 | $2.52 | $0.49 | ||
| Q4 24 | $2.83 | $0.28 | ||
| Q3 24 | $2.57 | $0.61 | ||
| Q2 24 | $1.88 | $0.80 | ||
| Q1 24 | $2.06 | $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 | $11.8B | $41.0M |
| Total DebtLower is stronger | $14.8B | $5.1B |
| Stockholders' EquityBook value | $23.1B | $4.3B |
| Total Assets | $53.0B | $13.9B |
| Debt / EquityLower = less leverage | 0.64× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.8B | $41.0M | ||
| Q3 25 | $10.2B | $56.0M | ||
| Q2 25 | $10.0B | $61.0M | ||
| Q1 25 | $13.8B | $101.0M | ||
| Q4 24 | $14.3B | $59.0M | ||
| Q3 24 | $13.3B | $81.0M | ||
| Q2 24 | $13.0B | $405.0M | ||
| Q1 24 | $13.9B | $267.0M |
| Q4 25 | $14.8B | $5.1B | ||
| Q3 25 | $14.8B | $4.8B | ||
| Q2 25 | $14.8B | $4.7B | ||
| Q1 25 | $13.3B | $4.7B | ||
| Q4 24 | $13.2B | $4.8B | ||
| Q3 24 | $13.3B | $4.7B | ||
| Q2 24 | $13.2B | $4.6B | ||
| Q1 24 | $14.5B | $4.6B |
| Q4 25 | $23.1B | $4.3B | ||
| Q3 25 | $21.2B | $4.5B | ||
| Q2 25 | $27.2B | $4.6B | ||
| Q1 25 | $27.7B | $4.6B | ||
| Q4 24 | $26.9B | $4.5B | ||
| Q3 24 | $26.3B | $4.6B | ||
| Q2 24 | $24.7B | $5.0B | ||
| Q1 24 | $24.5B | $4.8B |
| Q4 25 | $53.0B | $13.9B | ||
| Q3 25 | $50.1B | $14.0B | ||
| Q2 25 | $54.9B | $13.8B | ||
| Q1 25 | $55.4B | $13.7B | ||
| Q4 24 | $55.6B | $13.4B | ||
| Q3 24 | $55.2B | $13.5B | ||
| Q2 24 | $52.7B | $13.7B | ||
| Q1 24 | $53.2B | $13.4B |
| Q4 25 | 0.64× | 1.18× | ||
| Q3 25 | 0.70× | 1.08× | ||
| Q2 25 | 0.54× | 1.02× | ||
| Q1 25 | 0.48× | 1.02× | ||
| Q4 24 | 0.49× | 1.06× | ||
| Q3 24 | 0.51× | 1.01× | ||
| Q2 24 | 0.53× | 0.92× | ||
| Q1 24 | 0.59× | 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 | $5.0B | $293.0M |
| Free Cash FlowOCF − Capex | $4.4B | $159.0M |
| FCF MarginFCF / Revenue | 36.0% | 1.6% |
| Capex IntensityCapex / Revenue | 4.5% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.65× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $12.9B | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.0B | $293.0M | ||
| Q3 25 | $4.0B | $351.0M | ||
| Q2 25 | $2.9B | $334.0M | ||
| Q1 25 | $2.6B | $391.0M | ||
| Q4 24 | $4.6B | $283.0M | ||
| Q3 24 | $2.6B | $270.0M | ||
| Q2 24 | $3.1B | $482.0M | ||
| Q1 24 | $3.6B | $139.0M |
| Q4 25 | $4.4B | $159.0M | ||
| Q3 25 | $3.6B | $236.0M | ||
| Q2 25 | $2.6B | $257.0M | ||
| Q1 25 | $2.3B | $307.0M | ||
| Q4 24 | $4.3B | $178.0M | ||
| Q3 24 | $2.4B | $190.0M | ||
| Q2 24 | $2.7B | $413.0M | ||
| Q1 24 | $3.4B | $52.0M |
| Q4 25 | 36.0% | 1.6% | ||
| Q3 25 | 31.8% | 2.3% | ||
| Q2 25 | 24.9% | 2.5% | ||
| Q1 25 | 21.3% | 3.3% | ||
| Q4 24 | 36.9% | 1.9% | ||
| Q3 24 | 23.3% | 2.0% | ||
| Q2 24 | 28.4% | 4.3% | ||
| Q1 24 | 35.9% | 0.6% |
| Q4 25 | 4.5% | 1.4% | ||
| Q3 25 | 3.6% | 1.1% | ||
| Q2 25 | 2.8% | 0.8% | ||
| Q1 25 | 1.9% | 0.9% | ||
| Q4 24 | 2.4% | 1.1% | ||
| Q3 24 | 2.5% | 0.8% | ||
| Q2 24 | 4.1% | 0.7% | ||
| Q1 24 | 2.0% | 1.0% |
| Q4 25 | 1.65× | 1.59× | ||
| Q3 25 | — | 2.29× | ||
| Q2 25 | 1.08× | 1.49× | ||
| Q1 25 | 0.91× | 3.40× | ||
| Q4 24 | 1.44× | 4.29× | ||
| Q3 24 | 0.91× | 1.82× | ||
| Q2 24 | 1.43× | 2.43× | ||
| Q1 24 | 1.53× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
QCOM
| Handsets | $7.8B | 64% |
| Io T | $1.7B | 14% |
| Qtl | $1.6B | 13% |
| Automotive | $1.1B | 9% |
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% |