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Side-by-side financial comparison of BELLRING BRANDS, INC. (BRBR) 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 $537.3M, roughly 1.7× BELLRING BRANDS, INC.). BELLRING BRANDS, INC. runs the higher net margin — 8.1% vs 2.0%, a 6.1% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 0.8%). LCI INDUSTRIES produced more free cash flow last quarter ($64.3M vs $-7.3M). Over the past eight quarters, BELLRING BRANDS, INC.'s revenue compounded faster (4.2% CAGR vs -1.8%).
Bellring Brands, Inc. develops, manufactures and sells high-quality protein and functional nutritional products including ready-to-drink shakes, protein bars, powders and snacks. Its core brands Premier Protein, Dymatize and PowerBar serve health-conscious consumers and fitness enthusiasts across North America via retail, e-commerce and specialty channels.
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.
BRBR vs LCII — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $537.3M | $932.7M |
| Net Profit | $43.7M | $18.7M |
| Gross Margin | 29.9% | 22.1% |
| Operating Margin | 14.6% | 3.8% |
| Net Margin | 8.1% | 2.0% |
| Revenue YoY | 0.8% | 16.1% |
| Net Profit YoY | -43.2% | 95.7% |
| EPS (diluted) | $0.36 | $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.
| Q4 25 | $537.3M | $932.7M | ||
| Q3 25 | $648.2M | $1.0B | ||
| Q2 25 | $547.5M | $1.1B | ||
| Q1 25 | $588.0M | $1.0B | ||
| Q4 24 | $532.9M | $803.1M | ||
| Q3 24 | $555.8M | $915.5M | ||
| Q2 24 | $515.4M | $1.1B | ||
| Q1 24 | $494.6M | $968.0M |
| Q4 25 | $43.7M | $18.7M | ||
| Q3 25 | $59.6M | $62.5M | ||
| Q2 25 | $21.0M | $57.6M | ||
| Q1 25 | $58.7M | $49.4M | ||
| Q4 24 | $76.9M | $9.5M | ||
| Q3 24 | $71.7M | $35.6M | ||
| Q2 24 | $73.7M | $61.2M | ||
| Q1 24 | $57.2M | $36.5M |
| Q4 25 | 29.9% | 22.1% | ||
| Q3 25 | 28.9% | 24.4% | ||
| Q2 25 | 35.4% | 24.4% | ||
| Q1 25 | 32.3% | 24.1% | ||
| Q4 24 | 37.5% | 21.1% | ||
| Q3 24 | 36.9% | 24.0% | ||
| Q2 24 | 36.8% | 25.3% | ||
| Q1 24 | 33.2% | 23.1% |
| Q4 25 | 14.6% | 3.8% | ||
| Q3 25 | 15.8% | 7.3% | ||
| Q2 25 | 8.2% | 7.9% | ||
| Q1 25 | 16.2% | 7.8% | ||
| Q4 24 | 21.6% | 2.0% | ||
| Q3 24 | 20.2% | 5.9% | ||
| Q2 24 | 21.7% | 8.6% | ||
| Q1 24 | 18.4% | 6.0% |
| Q4 25 | 8.1% | 2.0% | ||
| Q3 25 | 9.2% | 6.0% | ||
| Q2 25 | 3.8% | 5.2% | ||
| Q1 25 | 10.0% | 4.7% | ||
| Q4 24 | 14.4% | 1.2% | ||
| Q3 24 | 12.9% | 3.9% | ||
| Q2 24 | 14.3% | 5.8% | ||
| Q1 24 | 11.6% | 3.8% |
| Q4 25 | $0.36 | $0.79 | ||
| Q3 25 | $0.48 | $2.55 | ||
| Q2 25 | $0.16 | $2.29 | ||
| Q1 25 | $0.45 | $1.94 | ||
| Q4 24 | $0.59 | $0.37 | ||
| Q3 24 | $0.54 | $1.39 | ||
| Q2 24 | $0.56 | $2.40 | ||
| Q1 24 | $0.43 | $1.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $64.1M | $222.6M |
| Total DebtLower is stronger | $1.2B | $945.2M |
| Stockholders' EquityBook value | $-510.7M | $1.4B |
| Total Assets | $1.1B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.1M | $222.6M | ||
| Q3 25 | $71.8M | $199.7M | ||
| Q2 25 | $43.7M | $191.9M | ||
| Q1 25 | $28.1M | $231.2M | ||
| Q4 24 | $49.6M | $165.8M | ||
| Q3 24 | $70.8M | $161.2M | ||
| Q2 24 | $72.6M | $130.4M | ||
| Q1 24 | $79.3M | $22.6M |
| Q4 25 | $1.2B | $945.2M | ||
| Q3 25 | $1.1B | $947.8M | ||
| Q2 25 | $1.0B | $948.0M | ||
| Q1 25 | $953.7M | $938.3M | ||
| Q4 24 | $833.4M | $757.3M | ||
| Q3 24 | $833.1M | $822.5M | ||
| Q2 24 | $832.7M | $829.7M | ||
| Q1 24 | $832.4M | $855.3M |
| Q4 25 | $-510.7M | $1.4B | ||
| Q3 25 | $-453.9M | $1.4B | ||
| Q2 25 | $-309.9M | $1.4B | ||
| Q1 25 | $-254.1M | $1.4B | ||
| Q4 24 | $-146.6M | $1.4B | ||
| Q3 24 | $-205.9M | $1.4B | ||
| Q2 24 | $-243.2M | $1.4B | ||
| Q1 24 | $-247.7M | $1.4B |
| Q4 25 | $1.1B | $3.2B | ||
| Q3 25 | $941.0M | $3.2B | ||
| Q2 25 | $993.7M | $3.2B | ||
| Q1 25 | $947.5M | $3.1B | ||
| Q4 24 | $885.2M | $2.9B | ||
| Q3 24 | $837.0M | $3.0B | ||
| Q2 24 | $804.1M | $3.0B | ||
| Q1 24 | $765.0M | $3.0B |
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 0.63× |
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 | $-3.1M | $78.9M |
| Free Cash FlowOCF − Capex | $-7.3M | $64.3M |
| FCF MarginFCF / Revenue | -1.4% | 6.9% |
| Capex IntensityCapex / Revenue | 0.8% | 1.6% |
| Cash ConversionOCF / Net Profit | -0.07× | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | $246.9M | $278.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.1M | $78.9M | ||
| Q3 25 | $169.1M | $97.2M | ||
| Q2 25 | $40.3M | $112.2M | ||
| Q1 25 | $48.2M | $42.7M | ||
| Q4 24 | $3.0M | $106.6M | ||
| Q3 24 | $40.1M | $78.4M | ||
| Q2 24 | $69.0M | $192.9M | ||
| Q1 24 | $16.3M | $-7.7M |
| Q4 25 | $-7.3M | $64.3M | ||
| Q3 25 | $168.1M | $80.9M | ||
| Q2 25 | $38.5M | $99.5M | ||
| Q1 25 | $47.6M | $33.7M | ||
| Q4 24 | $1.7M | $95.7M | ||
| Q3 24 | $38.9M | $68.3M | ||
| Q2 24 | $68.9M | $180.2M | ||
| Q1 24 | $16.0M | $-16.3M |
| Q4 25 | -1.4% | 6.9% | ||
| Q3 25 | 25.9% | 7.8% | ||
| Q2 25 | 7.0% | 9.0% | ||
| Q1 25 | 8.1% | 3.2% | ||
| Q4 24 | 0.3% | 11.9% | ||
| Q3 24 | 7.0% | 7.5% | ||
| Q2 24 | 13.4% | 17.1% | ||
| Q1 24 | 3.2% | -1.7% |
| Q4 25 | 0.8% | 1.6% | ||
| Q3 25 | 0.2% | 1.6% | ||
| Q2 25 | 0.3% | 1.2% | ||
| Q1 25 | 0.1% | 0.9% | ||
| Q4 24 | 0.2% | 1.4% | ||
| Q3 24 | 0.2% | 1.1% | ||
| Q2 24 | 0.0% | 1.2% | ||
| Q1 24 | 0.1% | 0.9% |
| Q4 25 | -0.07× | 4.22× | ||
| Q3 25 | 2.84× | 1.55× | ||
| Q2 25 | 1.92× | 1.95× | ||
| Q1 25 | 0.82× | 0.86× | ||
| Q4 24 | 0.04× | 11.17× | ||
| Q3 24 | 0.56× | 2.20× | ||
| Q2 24 | 0.94× | 3.15× | ||
| Q1 24 | 0.28× | -0.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BRBR
| Shakesandotherbeverages | $432.4M | 80% |
| Powders | $92.1M | 17% |
| Other Products | $12.8M | 2% |
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% |
