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Side-by-side financial comparison of Allstate (ALL) and LCI INDUSTRIES (LCII). Click either name above to swap in a different company.
LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $922.0M, roughly 1.0× Allstate). Allstate runs the higher net margin — 266.6% vs 2.0%, a 264.6% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 7.2%). Over the past eight quarters, LCI INDUSTRIES's revenue compounded faster (-1.8% CAGR vs -75.8%).
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal ...
Lucky Core Industries Limited, formerly known as ICI Pakistan, is a Pakistani conglomerate company headquartered in Karachi. It manufactures polyester, pharmaceutical, agrochemical, soda ash, and veterinary medicine.
ALL vs LCII — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $932.7M |
| Net Profit | $2.5B | $18.7M |
| Gross Margin | — | 22.1% |
| Operating Margin | -1400.3% | 3.8% |
| Net Margin | 266.6% | 2.0% |
| Revenue YoY | 7.2% | 16.1% |
| Net Profit YoY | — | 95.7% |
| EPS (diluted) | $9.25 | $0.79 |
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 | $922.0M | — | ||
| Q4 25 | $17.3B | $932.7M | ||
| Q3 25 | $17.3B | $1.0B | ||
| Q2 25 | $16.6B | $1.1B | ||
| Q1 25 | $16.5B | $1.0B | ||
| Q4 24 | $16.5B | $803.1M | ||
| Q3 24 | $16.6B | $915.5M | ||
| Q2 24 | $15.7B | $1.1B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $18.7M | ||
| Q3 25 | $3.7B | $62.5M | ||
| Q2 25 | $2.1B | $57.6M | ||
| Q1 25 | $595.0M | $49.4M | ||
| Q4 24 | $1.9B | $9.5M | ||
| Q3 24 | $1.2B | $35.6M | ||
| Q2 24 | $331.0M | $61.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 7.8% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 8.6% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 2.0% | ||
| Q3 25 | 21.7% | 6.0% | ||
| Q2 25 | 12.7% | 5.2% | ||
| Q1 25 | 3.6% | 4.7% | ||
| Q4 24 | 11.7% | 1.2% | ||
| Q3 24 | 7.2% | 3.9% | ||
| Q2 24 | 2.1% | 5.8% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.79 | ||
| Q3 25 | $13.95 | $2.55 | ||
| Q2 25 | $7.76 | $2.29 | ||
| Q1 25 | $2.11 | $1.94 | ||
| Q4 24 | $7.07 | $0.37 | ||
| Q3 24 | $4.33 | $1.39 | ||
| Q2 24 | $1.13 | $2.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $222.6M |
| Total DebtLower is stronger | — | $945.2M |
| Stockholders' EquityBook value | $31.6B | $1.4B |
| Total Assets | $124.0B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $222.6M | ||
| Q3 25 | $8.7B | $199.7M | ||
| Q2 25 | $9.6B | $191.9M | ||
| Q1 25 | $6.5B | $231.2M | ||
| Q4 24 | $4.5B | $165.8M | ||
| Q3 24 | $7.0B | $161.2M | ||
| Q2 24 | $5.3B | $130.4M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $945.2M | ||
| Q3 25 | $8.1B | $947.8M | ||
| Q2 25 | $8.1B | $948.0M | ||
| Q1 25 | $8.1B | $938.3M | ||
| Q4 24 | $8.1B | $757.3M | ||
| Q3 24 | $8.1B | $822.5M | ||
| Q2 24 | $8.1B | $829.7M |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $1.4B | ||
| Q3 25 | $27.5B | $1.4B | ||
| Q2 25 | $24.0B | $1.4B | ||
| Q1 25 | $22.1B | $1.4B | ||
| Q4 24 | $21.4B | $1.4B | ||
| Q3 24 | $20.9B | $1.4B | ||
| Q2 24 | $18.6B | $1.4B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $3.2B | ||
| Q3 25 | $120.4B | $3.2B | ||
| Q2 25 | $115.9B | $3.2B | ||
| Q1 25 | $115.2B | $3.1B | ||
| Q4 24 | $111.6B | $2.9B | ||
| Q3 24 | $113.7B | $3.0B | ||
| Q2 24 | $108.4B | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.69× | ||
| Q3 25 | 0.29× | 0.70× | ||
| Q2 25 | 0.34× | 0.68× | ||
| Q1 25 | 0.37× | 0.69× | ||
| Q4 24 | 0.38× | 0.55× | ||
| Q3 24 | 0.39× | 0.58× | ||
| Q2 24 | 0.43× | 0.60× |
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 | — | $78.9M |
| Free Cash FlowOCF − Capex | — | $64.3M |
| FCF MarginFCF / Revenue | — | 6.9% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | $278.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $78.9M | ||
| Q3 25 | $3.3B | $97.2M | ||
| Q2 25 | $1.9B | $112.2M | ||
| Q1 25 | $2.0B | $42.7M | ||
| Q4 24 | $1.7B | $106.6M | ||
| Q3 24 | $3.2B | $78.4M | ||
| Q2 24 | $2.4B | $192.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $64.3M | ||
| Q3 25 | $3.2B | $80.9M | ||
| Q2 25 | $1.9B | $99.5M | ||
| Q1 25 | $1.9B | $33.7M | ||
| Q4 24 | $1.7B | $95.7M | ||
| Q3 24 | $3.1B | $68.3M | ||
| Q2 24 | $2.3B | $180.2M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 6.9% | ||
| Q3 25 | 18.8% | 7.8% | ||
| Q2 25 | 11.3% | 9.0% | ||
| Q1 25 | 11.4% | 3.2% | ||
| Q4 24 | 10.0% | 11.9% | ||
| Q3 24 | 18.9% | 7.5% | ||
| Q2 24 | 14.7% | 17.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.6% | ||
| Q3 25 | 0.3% | 1.6% | ||
| Q2 25 | 0.0% | 1.2% | ||
| Q1 25 | 0.6% | 0.9% | ||
| Q4 24 | 0.3% | 1.4% | ||
| Q3 24 | 0.4% | 1.1% | ||
| Q2 24 | 0.4% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 4.22× | ||
| Q3 25 | 0.88× | 1.55× | ||
| Q2 25 | 0.89× | 1.95× | ||
| Q1 25 | 3.30× | 0.86× | ||
| Q4 24 | 0.88× | 11.17× | ||
| Q3 24 | 2.69× | 2.20× | ||
| Q2 24 | 7.13× | 3.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
