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Fortinet vs Immersion: revenue, profit, margins and growth compared

Fortinet brought in $6.8B of revenue in fiscal 2025, Immersion $1.7B in fiscal 2026. Revenue changed by +14.2% at Fortinet and +11.2% at Immersion on the year before, so Fortinet grew faster. Fortinet kept 27.3% of its revenue as net profit, Immersion 0.3%. Free cash flow was $2.2B at Fortinet and $42.9M at Immersion.

Side by side, latest fiscal year

FTNTIMMR
Fiscal year endedFY2025 (December 31, 2025)FY2026 (April 30, 2026)
Revenue$6.8B$1.7B
Revenue growth+14.2%+11.2%
Net income$1.9B$4.5M
Net margin27.3%0.3%
Free cash flow$2.2B$42.9M
Free cash flow margin32.7%2.5%
Earnings per share (diluted)$2.42$0.14
Cash$2.5B$138.3M
Debt$996.3M$71M
Price to earnings71.752.0
Market value$127.3B$241.6M
Dividend yieldn/an/a
Rank by revenue in sector#72 of 530 · Technology#164 of 530 · Technology

Over the years

Revenue
FTNT FY2018: $1.8BFTNT FY2019: $2.2BFTNT FY2020: $2.6BFTNT FY2021: $3.3BFTNT FY2022: $4.4BFTNT FY2023: $5.3BFTNT FY2024: $6BFTNT FY2025: $6.8BIMMR FY2018: $111MIMMR FY2019: $36MIMMR FY2020: $30.5MIMMR FY2021: $35.1MIMMR FY2022: $38.5MIMMR FY2023: $33.9MIMMR FY2025: $1.6BIMMR FY2026: $1.7BFY18FY19FY20FY21FY22FY23FY24FY25FY26
FTNT $6.8BIMMR $1.7B
Net income
FTNT FY2018: $334.9MFTNT FY2019: $331.7MFTNT FY2020: $488.5MFTNT FY2021: $606.8MFTNT FY2022: $857.3MFTNT FY2023: $1.1BFTNT FY2024: $1.7BFTNT FY2025: $1.9BIMMR FY2018: $54.3MIMMR FY2019: -$20MIMMR FY2020: $5.4MIMMR FY2021: $12.5MIMMR FY2022: $30.7MIMMR FY2023: $34MIMMR FY2025: $64.3MIMMR FY2026: $4.5MFY18FY19FY20FY21FY22FY23FY24FY25FY26
FTNT $1.9BIMMR $4.5M
Net margin
FTNT FY2018: 18.6%FTNT FY2019: 15.3%FTNT FY2020: 18.8%FTNT FY2021: 18.2%FTNT FY2022: 19.4%FTNT FY2023: 21.6%FTNT FY2024: 29.3%FTNT FY2025: 27.3%IMMR FY2018: 49.0%IMMR FY2019: -55.8%IMMR FY2020: 17.7%IMMR FY2021: 35.6%IMMR FY2022: 79.7%IMMR FY2023: 100.2%IMMR FY2025: 4.1%IMMR FY2026: 0.3%FY18FY19FY20FY21FY22FY23FY24FY25FY26
FTNT 27.3%IMMR 0.3%
Revenue growth
FTNT FY2019: +19.9%FTNT FY2020: +19.9%FTNT FY2021: +28.8%FTNT FY2022: +32.2%FTNT FY2023: +20.1%FTNT FY2024: +12.3%FTNT FY2025: +14.2%IMMR FY2019: -67.6%IMMR FY2020: -15.3%IMMR FY2021: +15.2%IMMR FY2022: +9.6%IMMR FY2023: -11.8%IMMR FY2026: +11.2%FY19FY20FY21FY22FY23FY24FY25FY26
FTNT +14.2%IMMR +11.2%
Free cash flow
FTNT FY2018: $585.9MFTNT FY2019: $715.8MFTNT FY2020: $957.8MFTNT FY2021: $1.2BFTNT FY2022: $1.4BFTNT FY2023: $1.7BFTNT FY2024: $1.9BFTNT FY2025: $2.2BIMMR FY2018: $69.9MIMMR FY2019: -$34.2MIMMR FY2020: -$25KIMMR FY2021: $17.1MIMMR FY2022: $40.1MIMMR FY2023: $20.6MIMMR FY2025: -$68.8MIMMR FY2026: $42.9MFY18FY19FY20FY21FY22FY23FY24FY25FY26
FTNT $2.2BIMMR $42.9M

Fiscal years as each company reports them; the two may end in different months.

Questions about Fortinet and Immersion

Which is bigger by revenue, Fortinet or Immersion?

Fortinet is bigger by revenue: $6.8B in fiscal 2025, against $1.7B for Immersion in fiscal 2026.

Which keeps more of its revenue as profit, Fortinet or Immersion?

Fortinet had a net margin of 27.3% in fiscal 2025; Immersion had 0.3% in fiscal 2026.

Which grew revenue faster, Fortinet or Immersion?

In their latest fiscal years revenue changed by +14.2% at Fortinet and +11.2% at Immersion.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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