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Side-by-side financial comparison of HF Sinclair Corp (DINO) and LITHIA MOTORS INC (LAD). Click either name above to swap in a different company.
LITHIA MOTORS INC is the larger business by last-quarter revenue ($9.3B vs $6.5B, roughly 1.4× HF Sinclair Corp). LITHIA MOTORS INC runs the higher net margin — 1.1% vs -0.4%, a 1.5% gap on every dollar of revenue. On growth, LITHIA MOTORS INC posted the faster year-over-year revenue change (1.0% vs -0.6%). Over the past eight quarters, LITHIA MOTORS INC's revenue compounded faster (0.2% CAGR vs -4.1%).
HF Sinclair Corporation is an American energy company that manufactures and sells products such as gasoline, diesel fuel, jet fuel, renewable diesel, specialty lubricant products, specialty chemicals, and specialty and modified asphalt, among others. It is based in Dallas, Texas, United States.
Lithia Motors, Inc. is an American nationwide automotive dealership group headquartered in Medford, Oregon. As of 2025, Lithia is the largest automotive retailer in the United States by revenue, ahead of competitors such as AutoNation and Penske Automotive Group. As of December 31, 2024, Lithia operates 459 dealership locations across the United States, Canada, and the United Kingdom. The company employs approximately 30,000 people worldwide.
DINO vs LAD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $6.5B | $9.3B |
| Net Profit | $-28.0M | $102.0M |
| Gross Margin | — | 15.3% |
| Operating Margin | 0.1% | 3.6% |
| Net Margin | -0.4% | 1.1% |
| Revenue YoY | -0.6% | 1.0% |
| Net Profit YoY | 86.9% | 5.9% |
| EPS (diluted) | $-0.15 | $4.28 |
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 | — | $9.3B | ||
| Q4 25 | $6.5B | $9.2B | ||
| Q3 25 | $7.3B | $9.7B | ||
| Q2 25 | $6.8B | $9.6B | ||
| Q1 25 | $6.4B | $9.2B | ||
| Q4 24 | $6.5B | $9.2B | ||
| Q3 24 | $7.2B | $9.2B | ||
| Q2 24 | $7.8B | $9.2B |
| Q1 26 | — | $102.0M | ||
| Q4 25 | $-28.0M | $136.9M | ||
| Q3 25 | $403.0M | $217.1M | ||
| Q2 25 | $208.0M | $256.1M | ||
| Q1 25 | $-4.0M | $209.5M | ||
| Q4 24 | $-213.5M | $216.1M | ||
| Q3 24 | $-75.9M | $209.1M | ||
| Q2 24 | $151.8M | $214.2M |
| Q1 26 | — | 15.3% | ||
| Q4 25 | — | 14.9% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 15.5% | ||
| Q1 25 | — | 15.4% | ||
| Q4 24 | — | 15.0% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | — | 15.4% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 0.1% | 3.7% | ||
| Q3 25 | 7.8% | 4.4% | ||
| Q2 25 | 4.1% | 4.4% | ||
| Q1 25 | 1.3% | 4.4% | ||
| Q4 24 | -3.5% | 4.5% | ||
| Q3 24 | -1.7% | 4.6% | ||
| Q2 24 | 2.5% | 4.3% |
| Q1 26 | — | 1.1% | ||
| Q4 25 | -0.4% | 1.5% | ||
| Q3 25 | 5.6% | 2.2% | ||
| Q2 25 | 3.1% | 2.7% | ||
| Q1 25 | -0.1% | 2.3% | ||
| Q4 24 | -3.3% | 2.4% | ||
| Q3 24 | -1.1% | 2.3% | ||
| Q2 24 | 1.9% | 2.3% |
| Q1 26 | — | $4.28 | ||
| Q4 25 | $-0.15 | $5.90 | ||
| Q3 25 | $2.15 | $8.61 | ||
| Q2 25 | $1.10 | $9.87 | ||
| Q1 25 | $-0.02 | $7.94 | ||
| Q4 24 | $-1.05 | $8.09 | ||
| Q3 24 | $-0.40 | $7.80 | ||
| Q2 24 | $0.79 | $7.87 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $978.0M | — |
| Total DebtLower is stronger | $2.8B | $6.4B |
| Stockholders' EquityBook value | $9.2B | $6.4B |
| Total Assets | $16.5B | $25.7B |
| Debt / EquityLower = less leverage | 0.30× | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $978.0M | — | ||
| Q3 25 | $1.5B | $206.5M | ||
| Q2 25 | $874.0M | $202.8M | ||
| Q1 25 | $547.0M | $234.4M | ||
| Q4 24 | $800.0M | — | ||
| Q3 24 | $1.2B | $209.8M | ||
| Q2 24 | $866.3M | $516.4M |
| Q1 26 | — | $6.4B | ||
| Q4 25 | $2.8B | $9.7B | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.6B | $8.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $6.4B | ||
| Q4 25 | $9.2B | $6.6B | ||
| Q3 25 | $9.4B | $6.8B | ||
| Q2 25 | $9.3B | $7.0B | ||
| Q1 25 | $9.2B | $6.8B | ||
| Q4 24 | $9.3B | $6.7B | ||
| Q3 24 | $9.6B | $6.6B | ||
| Q2 24 | $9.9B | $6.4B |
| Q1 26 | — | $25.7B | ||
| Q4 25 | $16.5B | $25.1B | ||
| Q3 25 | $17.3B | $24.5B | ||
| Q2 25 | $16.8B | $24.2B | ||
| Q1 25 | $16.5B | $23.5B | ||
| Q4 24 | $16.6B | $23.1B | ||
| Q3 24 | $16.9B | $23.3B | ||
| Q2 24 | $17.4B | $23.2B |
| Q1 26 | — | 1.01× | ||
| Q4 25 | 0.30× | 1.47× | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.29× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.29× | 1.23× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $8.0M | $212.2M |
| Free Cash FlowOCF − Capex | $-123.0M | — |
| FCF MarginFCF / Revenue | -1.9% | — |
| Capex IntensityCapex / Revenue | 2.0% | 1.0% |
| Cash ConversionOCF / Net Profit | — | 2.08× |
| TTM Free Cash FlowTrailing 4 quarters | $866.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $212.2M | ||
| Q4 25 | $8.0M | $123.7M | ||
| Q3 25 | $809.0M | $-98.4M | ||
| Q2 25 | $587.0M | $9.3M | ||
| Q1 25 | $-89.0M | $322.1M | ||
| Q4 24 | $-140.4M | $61.8M | ||
| Q3 24 | $707.6M | $219.3M | ||
| Q2 24 | $225.9M | $-148.4M |
| Q1 26 | — | — | ||
| Q4 25 | $-123.0M | $30.5M | ||
| Q3 25 | $688.0M | $-207.3M | ||
| Q2 25 | $476.0M | $-70.8M | ||
| Q1 25 | $-175.0M | $253.4M | ||
| Q4 24 | $-313.5M | $-17.7M | ||
| Q3 24 | $584.0M | $157.1M | ||
| Q2 24 | $141.7M | $-278.5M |
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | 0.3% | ||
| Q3 25 | 9.5% | -2.1% | ||
| Q2 25 | 7.0% | -0.7% | ||
| Q1 25 | -2.7% | 2.8% | ||
| Q4 24 | -4.8% | -0.2% | ||
| Q3 24 | 8.1% | 1.7% | ||
| Q2 24 | 1.8% | -3.0% |
| Q1 26 | — | 1.0% | ||
| Q4 25 | 2.0% | 1.0% | ||
| Q3 25 | 1.7% | 1.1% | ||
| Q2 25 | 1.6% | 0.8% | ||
| Q1 25 | 1.4% | 0.7% | ||
| Q4 24 | 2.7% | 0.9% | ||
| Q3 24 | 1.7% | 0.7% | ||
| Q2 24 | 1.1% | 1.4% |
| Q1 26 | — | 2.08× | ||
| Q4 25 | — | 0.90× | ||
| Q3 25 | 2.01× | -0.45× | ||
| Q2 25 | 2.82× | 0.04× | ||
| Q1 25 | — | 1.54× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | 1.49× | -0.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DINO
| Transportation Fuels | $5.0B | 77% |
| Lubricants And Specialties Segment | $586.0M | 9% |
| Lubricants And Specialty Products | $531.0M | 8% |
| Crude Oil | $213.0M | 3% |
| Renewables Segment | $163.0M | 3% |
| Midstream Segment | $35.0M | 1% |
| Transportation And Logistic Services | $34.0M | 1% |
LAD
| New vehicle | $4.4B | 47% |
| Used vehicle | $3.5B | 38% |
| Aftersales | $1.0B | 11% |
| Finance and insurance | $359.7M | 4% |
