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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and LEAR CORP (LEA). Click either name above to swap in a different company.
LEAR CORP is the larger business by last-quarter revenue ($5.8B vs $4.5B, roughly 1.3× CASEYS GENERAL STORES INC). CASEYS GENERAL STORES INC runs the higher net margin — 4.6% vs 3.0%, a 1.6% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs 4.7%). CASEYS GENERAL STORES INC produced more free cash flow last quarter ($176.0M vs $-26.5M). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs -1.6%).
Casey's Retail Company is a chain of convenience stores in the Midwestern and Southern United States. The company is headquartered in Ankeny, Iowa, a suburb of Des Moines. As of October 1, 2023, Casey's had 2,500 stores in 16 states. Following 7-Eleven's purchase of Speedway, Casey's is the third-largest convenience store chain in the United States and the largest that is wholly American-owned. It is one of two Iowa-based Fortune 500 companies. Casey's is famous for their pizza, including a b...
Lear Corporation is an American company that manufactures automotive seating and electrical systems. In 2019, it ranked #147 and in 2018, it ranked #148 on the Fortune 500 list.
CASY vs LEA — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $5.8B |
| Net Profit | $206.3M | $172.3M |
| Gross Margin | — | 7.7% |
| Operating Margin | 6.1% | — |
| Net Margin | 4.6% | 3.0% |
| Revenue YoY | 14.2% | 4.7% |
| Net Profit YoY | 14.0% | 113.5% |
| EPS (diluted) | $5.53 | $3.34 |
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 | — | $5.8B | ||
| Q4 25 | $4.5B | $6.0B | ||
| Q3 25 | $4.6B | $5.7B | ||
| Q2 25 | $4.0B | $6.0B | ||
| Q1 25 | $3.9B | $5.6B | ||
| Q4 24 | $3.9B | $5.7B | ||
| Q3 24 | $4.1B | $5.6B | ||
| Q2 24 | $3.6B | $6.0B |
| Q1 26 | — | $172.3M | ||
| Q4 25 | $206.3M | $82.7M | ||
| Q3 25 | $215.4M | $108.2M | ||
| Q2 25 | $98.3M | $165.2M | ||
| Q1 25 | $87.1M | $80.7M | ||
| Q4 24 | $180.9M | $88.1M | ||
| Q3 24 | $180.2M | $135.8M | ||
| Q2 24 | $87.0M | $173.1M |
| Q1 26 | — | 7.7% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 7.5% |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 2.6% | ||
| Q3 25 | 6.1% | 3.4% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | 2.8% | 3.3% | ||
| Q4 24 | 6.1% | 3.7% | ||
| Q3 24 | 5.8% | 3.9% | ||
| Q2 24 | — | 4.3% |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 4.6% | 1.4% | ||
| Q3 25 | 4.7% | 1.9% | ||
| Q2 25 | 2.5% | 2.7% | ||
| Q1 25 | 2.2% | 1.5% | ||
| Q4 24 | 4.6% | 1.5% | ||
| Q3 24 | 4.4% | 2.4% | ||
| Q2 24 | 2.4% | 2.9% |
| Q1 26 | — | $3.34 | ||
| Q4 25 | $5.53 | $1.58 | ||
| Q3 25 | $5.77 | $2.02 | ||
| Q2 25 | $2.63 | $3.06 | ||
| Q1 25 | $2.33 | $1.49 | ||
| Q4 24 | $4.85 | $1.64 | ||
| Q3 24 | $4.83 | $2.41 | ||
| Q2 24 | $2.34 | $3.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $492.0M | $881.9M |
| Total DebtLower is stronger | — | $2.7B |
| Stockholders' EquityBook value | $3.8B | $5.3B |
| Total Assets | $8.6B | $15.5B |
| Debt / EquityLower = less leverage | — | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $881.9M | ||
| Q4 25 | $492.0M | $1.0B | ||
| Q3 25 | $458.1M | $1.0B | ||
| Q2 25 | $326.7M | $887.9M | ||
| Q1 25 | $394.8M | $779.9M | ||
| Q4 24 | $351.7M | $1.1B | ||
| Q3 24 | $305.0M | $763.9M | ||
| Q2 24 | $206.5M | $950.3M |
| Q1 26 | — | $2.7B | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | $2.4B | $2.8B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | $1.6B | $2.7B |
| Q1 26 | — | $5.3B | ||
| Q4 25 | $3.8B | $5.0B | ||
| Q3 25 | $3.6B | $5.1B | ||
| Q2 25 | $3.5B | $5.1B | ||
| Q1 25 | $3.4B | $4.7B | ||
| Q4 24 | $3.3B | $4.5B | ||
| Q3 24 | $3.2B | $4.8B | ||
| Q2 24 | $3.0B | $4.8B |
| Q1 26 | — | $15.5B | ||
| Q4 25 | $8.6B | $14.8B | ||
| Q3 25 | $8.4B | $15.2B | ||
| Q2 25 | $8.2B | $15.3B | ||
| Q1 25 | $8.2B | $14.6B | ||
| Q4 24 | $7.7B | $14.0B | ||
| Q3 24 | $6.5B | $14.8B | ||
| Q2 24 | $6.3B | $14.7B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | 0.69× | 0.54× | ||
| Q1 25 | — | 0.59× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | 0.52× | 0.57× |
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 | $347.1M | $98.1M |
| Free Cash FlowOCF − Capex | $176.0M | $-26.5M |
| FCF MarginFCF / Revenue | 3.9% | -0.5% |
| Capex IntensityCapex / Revenue | 3.8% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.68× | 0.57× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $732.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $98.1M | ||
| Q4 25 | $347.1M | $475.9M | ||
| Q3 25 | $372.4M | $444.4M | ||
| Q2 25 | $333.9M | $296.2M | ||
| Q1 25 | $204.9M | $-127.7M | ||
| Q4 24 | $270.7M | $680.8M | ||
| Q3 24 | $281.4M | $182.7M | ||
| Q2 24 | $288.4M | $291.2M |
| Q1 26 | — | $-26.5M | ||
| Q4 25 | $176.0M | $281.1M | ||
| Q3 25 | $262.4M | $307.0M | ||
| Q2 25 | $153.1M | $170.8M | ||
| Q1 25 | $90.7M | $-231.7M | ||
| Q4 24 | $160.0M | $488.7M | ||
| Q3 24 | $180.8M | $50.5M | ||
| Q2 24 | $92.1M | $170.4M |
| Q1 26 | — | -0.5% | ||
| Q4 25 | 3.9% | 4.7% | ||
| Q3 25 | 5.7% | 5.4% | ||
| Q2 25 | 3.8% | 2.8% | ||
| Q1 25 | 2.3% | -4.2% | ||
| Q4 24 | 4.1% | 8.6% | ||
| Q3 24 | 4.4% | 0.9% | ||
| Q2 24 | 2.6% | 2.8% |
| Q1 26 | — | 2.1% | ||
| Q4 25 | 3.8% | 3.3% | ||
| Q3 25 | 2.4% | 2.4% | ||
| Q2 25 | 4.5% | 2.1% | ||
| Q1 25 | 2.9% | 1.9% | ||
| Q4 24 | 2.8% | 3.4% | ||
| Q3 24 | 2.5% | 2.4% | ||
| Q2 24 | 5.5% | 2.0% |
| Q1 26 | — | 0.57× | ||
| Q4 25 | 1.68× | 5.75× | ||
| Q3 25 | 1.73× | 4.11× | ||
| Q2 25 | 3.40× | 1.79× | ||
| Q1 25 | 2.35× | -1.58× | ||
| Q4 24 | 1.50× | 7.73× | ||
| Q3 24 | 1.56× | 1.35× | ||
| Q2 24 | 3.31× | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
LEA
| Seating | $4.4B | 76% |
| E-Systems | $1.4B | 24% |
