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Side-by-side financial comparison of Commercial Vehicle Group, Inc. (CVGI) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $154.8M, roughly 2.0× Commercial Vehicle Group, Inc.). On growth, Strategic Education, Inc. posted the faster year-over-year revenue change (-0.8% vs -5.2%). Strategic Education, Inc. produced more free cash flow last quarter ($57.3M vs $8.7M). Over the past eight quarters, Strategic Education, Inc.'s revenue compounded faster (-1.0% CAGR vs -10.8%).
WABCO Holdings, Inc. was a U.S.-based provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. In 2007, the Vehicle Control Systems was spun off as WABCO Holdings Inc., an American provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. Their products are present in many commercial vehicles such as trucks, buses, trailers and off-highway vehicles but they ...
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
CVGI vs STRA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $154.8M | $305.9M |
| Net Profit | — | $29.7M |
| Gross Margin | 9.7% | — |
| Operating Margin | -1.2% | 13.0% |
| Net Margin | — | 9.7% |
| Revenue YoY | -5.2% | -0.8% |
| Net Profit YoY | — | -9.3% |
| EPS (diluted) | — | $1.24 |
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 | — | $305.9M | ||
| Q4 25 | $154.8M | $323.2M | ||
| Q3 25 | $152.5M | $319.9M | ||
| Q2 25 | $172.0M | $321.5M | ||
| Q1 25 | $169.8M | $303.6M | ||
| Q4 24 | $163.3M | $311.5M | ||
| Q3 24 | $171.8M | $306.0M | ||
| Q2 24 | $193.7M | $312.3M |
| Q1 26 | — | $29.7M | ||
| Q4 25 | — | $37.9M | ||
| Q3 25 | $-7.1M | $26.6M | ||
| Q2 25 | $-4.8M | $32.3M | ||
| Q1 25 | $-4.3M | $29.7M | ||
| Q4 24 | — | $25.3M | ||
| Q3 24 | $9.5M | $27.7M | ||
| Q2 24 | $-1.6M | $29.9M |
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | — | ||
| Q3 25 | 10.5% | — | ||
| Q2 25 | 11.4% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 9.6% | — | ||
| Q2 24 | 10.6% | — |
| Q1 26 | — | 13.0% | ||
| Q4 25 | -1.2% | 16.0% | ||
| Q3 25 | -0.7% | 11.6% | ||
| Q2 25 | 0.5% | 14.2% | ||
| Q1 25 | 0.8% | 13.1% | ||
| Q4 24 | -3.2% | 11.6% | ||
| Q3 24 | -0.6% | 11.9% | ||
| Q2 24 | 0.5% | 13.4% |
| Q1 26 | — | 9.7% | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | -4.6% | 8.3% | ||
| Q2 25 | -2.8% | 10.1% | ||
| Q1 25 | -2.5% | 9.8% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | 5.5% | 9.1% | ||
| Q2 24 | -0.8% | 9.6% |
| Q1 26 | — | $1.24 | ||
| Q4 25 | — | $1.65 | ||
| Q3 25 | — | $1.15 | ||
| Q2 25 | — | $1.37 | ||
| Q1 25 | — | $1.24 | ||
| Q4 24 | — | $1.05 | ||
| Q3 24 | — | $1.15 | ||
| Q2 24 | $-0.05 | $1.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $140.8M |
| Total DebtLower is stronger | $104.9M | — |
| Stockholders' EquityBook value | $133.4M | $1.6B |
| Total Assets | $391.7M | $2.0B |
| Debt / EquityLower = less leverage | 0.79× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $140.8M | ||
| Q4 25 | — | $148.1M | ||
| Q3 25 | — | $172.6M | ||
| Q2 25 | — | $164.9M | ||
| Q1 25 | — | $182.6M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $222.1M | ||
| Q2 24 | — | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | — | ||
| Q3 25 | $108.2M | — | ||
| Q2 25 | $118.2M | — | ||
| Q1 25 | $117.4M | — | ||
| Q4 24 | $135.5M | — | ||
| Q3 24 | $128.8M | — | ||
| Q2 24 | $142.0M | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $133.4M | $1.6B | ||
| Q3 25 | $136.5M | $1.7B | ||
| Q2 25 | $142.6M | $1.7B | ||
| Q1 25 | $136.7M | $1.6B | ||
| Q4 24 | $135.6M | $1.7B | ||
| Q3 24 | $179.3M | $1.7B | ||
| Q2 24 | $169.6M | $1.7B |
| Q1 26 | — | $2.0B | ||
| Q4 25 | $391.7M | $2.0B | ||
| Q3 25 | $400.3M | $2.1B | ||
| Q2 25 | $429.8M | $2.1B | ||
| Q1 25 | $419.8M | $2.1B | ||
| Q4 24 | $424.6M | $2.0B | ||
| Q3 24 | $495.3M | $2.2B | ||
| Q2 24 | $503.2M | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.79× | — | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 0.72× | — | ||
| Q2 24 | 0.84× | — |
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 | $12.3M | $67.7M |
| Free Cash FlowOCF − Capex | $8.7M | $57.3M |
| FCF MarginFCF / Revenue | 5.6% | 18.7% |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | — | 2.27× |
| TTM Free Cash FlowTrailing 4 quarters | $34.0M | $153.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $67.7M | ||
| Q4 25 | $12.3M | $39.2M | ||
| Q3 25 | $-1.7M | $60.1M | ||
| Q2 25 | $18.9M | $31.2M | ||
| Q1 25 | $15.2M | $67.7M | ||
| Q4 24 | $-26.6M | $15.9M | ||
| Q3 24 | $-17.1M | $51.5M | ||
| Q2 24 | $12.6M | $24.3M |
| Q1 26 | — | $57.3M | ||
| Q4 25 | $8.7M | $27.0M | ||
| Q3 25 | $-3.5M | $49.3M | ||
| Q2 25 | $17.4M | $20.4M | ||
| Q1 25 | $11.4M | $57.3M | ||
| Q4 24 | $-30.6M | $4.7M | ||
| Q3 24 | $-20.3M | $42.1M | ||
| Q2 24 | $6.4M | $13.6M |
| Q1 26 | — | 18.7% | ||
| Q4 25 | 5.6% | 8.3% | ||
| Q3 25 | -2.3% | 15.4% | ||
| Q2 25 | 10.1% | 6.3% | ||
| Q1 25 | 6.7% | 18.9% | ||
| Q4 24 | -18.7% | 1.5% | ||
| Q3 24 | -11.8% | 13.8% | ||
| Q2 24 | 3.3% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 3.8% | ||
| Q3 25 | 1.2% | 3.4% | ||
| Q2 25 | 0.9% | 3.4% | ||
| Q1 25 | 2.2% | 3.4% | ||
| Q4 24 | 2.4% | 3.6% | ||
| Q3 24 | 1.9% | 3.1% | ||
| Q2 24 | 3.2% | 3.4% |
| Q1 26 | — | 2.27× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | -1.79× | 1.86× | ||
| Q2 24 | — | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CVGI
| Global Seating | $70.7M | 46% |
| Global Electrical Systems | $49.7M | 32% |
| Trim Systems And Components | $34.4M | 22% |
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |
