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Side-by-side financial comparison of Digital Realty (DLR) and LCI INDUSTRIES (LCII). Click either name above to swap in a different company.

Digital Realty is the larger business by last-quarter revenue ($1.6B vs $932.7M, roughly 1.8× LCI INDUSTRIES). Digital Realty runs the higher net margin — 6.0% vs 2.0%, a 4.0% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 16.1%). Over the past eight quarters, Digital Realty's revenue compounded faster (9.8% CAGR vs -1.8%).

Digital Realty is a real estate investment trust that owns, operates and invests in carrier-neutral data centers across the world. The company offers data center, colocation, and interconnection services.

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.

DLR vs LCII — Head-to-Head

Bigger by revenue
DLR
DLR
1.8× larger
DLR
$1.6B
$932.7M
LCII
Growing faster (revenue YoY)
LCII
LCII
+0.0% gap
LCII
16.1%
16.1%
DLR
Higher net margin
DLR
DLR
4.0% more per $
DLR
6.0%
2.0%
LCII
Faster 2-yr revenue CAGR
DLR
DLR
Annualised
DLR
9.8%
-1.8%
LCII

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
DLR
DLR
LCII
LCII
Revenue
$1.6B
$932.7M
Net Profit
$98.6M
$18.7M
Gross Margin
22.1%
Operating Margin
6.9%
3.8%
Net Margin
6.0%
2.0%
Revenue YoY
16.1%
16.1%
Net Profit YoY
-10.3%
95.7%
EPS (diluted)
$0.22
$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.

Revenue
DLR
DLR
LCII
LCII
Q1 26
$1.6B
Q4 25
$1.6B
$932.7M
Q3 25
$1.6B
$1.0B
Q2 25
$1.5B
$1.1B
Q1 25
$1.4B
$1.0B
Q4 24
$1.4B
$803.1M
Q3 24
$1.4B
$915.5M
Q2 24
$1.4B
$1.1B
Net Profit
DLR
DLR
LCII
LCII
Q1 26
$98.6M
Q4 25
$98.6M
$18.7M
Q3 25
$67.8M
$62.5M
Q2 25
$1.0B
$57.6M
Q1 25
$110.0M
$49.4M
Q4 24
$189.6M
$9.5M
Q3 24
$51.2M
$35.6M
Q2 24
$80.2M
$61.2M
Gross Margin
DLR
DLR
LCII
LCII
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%
Operating Margin
DLR
DLR
LCII
LCII
Q1 26
6.9%
Q4 25
6.9%
3.8%
Q3 25
8.8%
7.3%
Q2 25
14.2%
7.9%
Q1 25
13.9%
7.8%
Q4 24
10.1%
2.0%
Q3 24
11.8%
5.9%
Q2 24
0.7%
8.6%
Net Margin
DLR
DLR
LCII
LCII
Q1 26
6.0%
Q4 25
6.0%
2.0%
Q3 25
4.3%
6.0%
Q2 25
69.1%
5.2%
Q1 25
7.8%
4.7%
Q4 24
13.2%
1.2%
Q3 24
3.6%
3.9%
Q2 24
5.9%
5.8%
EPS (diluted)
DLR
DLR
LCII
LCII
Q1 26
$0.22
Q4 25
$0.22
$0.79
Q3 25
$0.15
$2.55
Q2 25
$2.94
$2.29
Q1 25
$0.27
$1.94
Q4 24
$0.50
$0.37
Q3 24
$0.09
$1.39
Q2 24
$0.20
$2.40

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DLR
DLR
LCII
LCII
Cash + ST InvestmentsLiquidity on hand
$3.5B
$222.6M
Total DebtLower is stronger
$945.2M
Stockholders' EquityBook value
$22.9B
$1.4B
Total Assets
$49.4B
$3.2B
Debt / EquityLower = less leverage
0.69×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DLR
DLR
LCII
LCII
Q1 26
$3.5B
Q4 25
$3.5B
$222.6M
Q3 25
$3.3B
$199.7M
Q2 25
$3.6B
$191.9M
Q1 25
$2.3B
$231.2M
Q4 24
$3.9B
$165.8M
Q3 24
$2.2B
$161.2M
Q2 24
$2.3B
$130.4M
Total Debt
DLR
DLR
LCII
LCII
Q1 26
Q4 25
$945.2M
Q3 25
$947.8M
Q2 25
$948.0M
Q1 25
$938.3M
Q4 24
$757.3M
Q3 24
$822.5M
Q2 24
$829.7M
Stockholders' Equity
DLR
DLR
LCII
LCII
Q1 26
$22.9B
Q4 25
$22.9B
$1.4B
Q3 25
$23.0B
$1.4B
Q2 25
$22.9B
$1.4B
Q1 25
$21.3B
$1.4B
Q4 24
$21.3B
$1.4B
Q3 24
$21.2B
$1.4B
Q2 24
$20.5B
$1.4B
Total Assets
DLR
DLR
LCII
LCII
Q1 26
$49.4B
Q4 25
$49.4B
$3.2B
Q3 25
$48.7B
$3.2B
Q2 25
$48.7B
$3.2B
Q1 25
$45.1B
$3.1B
Q4 24
$45.3B
$2.9B
Q3 24
$45.3B
$3.0B
Q2 24
$43.6B
$3.0B
Debt / Equity
DLR
DLR
LCII
LCII
Q1 26
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×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DLR
DLR
LCII
LCII
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.

Operating Cash Flow
DLR
DLR
LCII
LCII
Q1 26
Q4 25
$719.0M
$78.9M
Q3 25
$652.9M
$97.2M
Q2 25
$641.2M
$112.2M
Q1 25
$399.1M
$42.7M
Q4 24
$769.5M
$106.6M
Q3 24
$566.5M
$78.4M
Q2 24
$573.2M
$192.9M
Free Cash Flow
DLR
DLR
LCII
LCII
Q1 26
Q4 25
$64.3M
Q3 25
$80.9M
Q2 25
$99.5M
Q1 25
$33.7M
Q4 24
$95.7M
Q3 24
$68.3M
Q2 24
$180.2M
FCF Margin
DLR
DLR
LCII
LCII
Q1 26
Q4 25
6.9%
Q3 25
7.8%
Q2 25
9.0%
Q1 25
3.2%
Q4 24
11.9%
Q3 24
7.5%
Q2 24
17.1%
Capex Intensity
DLR
DLR
LCII
LCII
Q1 26
Q4 25
1.6%
Q3 25
1.6%
Q2 25
1.2%
Q1 25
0.9%
Q4 24
1.4%
Q3 24
1.1%
Q2 24
1.2%
Cash Conversion
DLR
DLR
LCII
LCII
Q1 26
Q4 25
7.29×
4.22×
Q3 25
9.63×
1.55×
Q2 25
0.62×
1.95×
Q1 25
3.63×
0.86×
Q4 24
4.06×
11.17×
Q3 24
11.07×
2.20×
Q2 24
7.15×
3.15×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

DLR
DLR

Segment breakdown not available.

LCII
LCII

Travel Trailer And Fifth Wheels$378.4M41%
Chassis Chassis Partsand Slideout Mechanisms$206.1M22%
Furnitureand Mattresses$120.4M13%
Appliances$69.9M7%
Other Products$69.1M7%
Axlesand Suspension Solutions$62.3M7%
Motorhomes$34.2M4%

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