vs
Side-by-side financial comparison of Darden Restaurants (DRI) and Rocket Companies, Inc. (RKT). Click either name above to swap in a different company.
Darden Restaurants is the larger business by last-quarter revenue ($3.1B vs $2.7B, roughly 1.2× Rocket Companies, Inc.). Darden Restaurants runs the higher net margin — 7.6% vs 2.5%, a 5.1% gap on every dollar of revenue. On growth, Rocket Companies, Inc. posted the faster year-over-year revenue change (52.2% vs 7.3%). Darden Restaurants produced more free cash flow last quarter ($119.8M vs $-1.3B). Over the past eight quarters, Rocket Companies, Inc.'s revenue compounded faster (39.5% CAGR vs 2.1%).
Darden Restaurants, Inc. is an American multi-brand restaurant operator headquartered in Orlando, Florida. Darden has more than 1,800 restaurant locations and more than 175,000 employees, making it the world's largest full-service restaurant company. The company began as an extension of Red Lobster, founded by William Darden and initially backed by General Mills. Red Lobster was later sold in July 2014.
Rocket Companies, Inc., is an American fintech and homeownership services company. Founded by Dan Gilbert and based in Downtown Detroit, Michigan, the company is one of the largest mortgage lenders in the United States through its flagship subsidiary Rocket Mortgage. Its subsidiaries include Redfin, Forsalebyowner.com, and Rocket Money.
DRI vs RKT — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $3.1B | $2.7B |
| Net Profit | $237.2M | $68.0M |
| Gross Margin | 18.7% | — |
| Operating Margin | 10.3% | 6.3% |
| Net Margin | 7.6% | 2.5% |
| Revenue YoY | 7.3% | 52.2% |
| Net Profit YoY | 10.3% | 100.8% |
| EPS (diluted) | $2.03 | $0.10 |
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 | $3.1B | $2.7B | ||
| Q3 25 | $3.0B | $1.6B | ||
| Q2 25 | $3.3B | $1.4B | ||
| Q1 25 | $3.2B | $1.0B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $2.8B | $646.9M | ||
| Q2 24 | $3.0B | $1.3B | ||
| Q1 24 | $3.0B | $1.4B |
| Q4 25 | $237.2M | $68.0M | ||
| Q3 25 | $257.8M | $-123.9M | ||
| Q2 25 | $303.9M | $-1.8M | ||
| Q1 25 | $323.4M | $-10.4M | ||
| Q4 24 | $215.1M | $33.9M | ||
| Q3 24 | $207.2M | $-22.0M | ||
| Q2 24 | $308.1M | $1.3M | ||
| Q1 24 | $312.9M | $16.2M |
| Q4 25 | 18.7% | — | ||
| Q3 25 | 18.9% | — | ||
| Q2 25 | 22.1% | — | ||
| Q1 25 | 21.1% | — | ||
| Q4 24 | 19.5% | 58.9% | ||
| Q3 24 | 18.8% | -8.4% | ||
| Q2 24 | 20.9% | 47.4% | ||
| Q1 24 | 20.6% | 51.2% |
| Q4 25 | 10.3% | 6.3% | ||
| Q3 25 | 11.1% | -11.5% | ||
| Q2 25 | 11.7% | 1.8% | ||
| Q1 25 | 13.2% | -21.5% | ||
| Q4 24 | 10.1% | 38.1% | ||
| Q3 24 | 9.8% | -76.9% | ||
| Q2 24 | 13.4% | 14.8% | ||
| Q1 24 | 13.0% | 21.6% |
| Q4 25 | 7.6% | 2.5% | ||
| Q3 25 | 8.5% | -7.7% | ||
| Q2 25 | 9.3% | -0.1% | ||
| Q1 25 | 10.2% | -1.0% | ||
| Q4 24 | 7.4% | 1.9% | ||
| Q3 24 | 7.5% | -3.4% | ||
| Q2 24 | 10.4% | 0.1% | ||
| Q1 24 | 10.5% | 1.2% |
| Q4 25 | $2.03 | $0.10 | ||
| Q3 25 | $2.19 | $-0.06 | ||
| Q2 25 | $2.56 | $-0.01 | ||
| Q1 25 | $2.74 | $-0.08 | ||
| Q4 24 | $1.82 | $0.28 | ||
| Q3 24 | $1.74 | $-0.19 | ||
| Q2 24 | $2.56 | $0.01 | ||
| Q1 24 | $2.60 | $0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $224.1M | $2.7B |
| Total DebtLower is stronger | $2.1B | — |
| Stockholders' EquityBook value | $2.1B | $22.9B |
| Total Assets | $12.9B | $60.7B |
| Debt / EquityLower = less leverage | 1.03× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $224.1M | $2.7B | ||
| Q3 25 | $211.0M | $5.8B | ||
| Q2 25 | $240.0M | $5.1B | ||
| Q1 25 | $224.2M | $1.4B | ||
| Q4 24 | $217.3M | $1.3B | ||
| Q3 24 | $192.5M | $1.2B | ||
| Q2 24 | $194.8M | $1.3B | ||
| Q1 24 | $243.9M | $861.4M |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | $2.1B | $22.9B | ||
| Q3 25 | $2.2B | $8.9B | ||
| Q2 25 | $2.3B | $7.4B | ||
| Q1 25 | $2.2B | $8.6B | ||
| Q4 24 | $2.1B | $9.0B | ||
| Q3 24 | $2.1B | $8.4B | ||
| Q2 24 | $2.2B | $8.8B | ||
| Q1 24 | $2.2B | $8.6B |
| Q4 25 | $12.9B | $60.7B | ||
| Q3 25 | $12.8B | $33.6B | ||
| Q2 25 | $12.6B | $30.4B | ||
| Q1 25 | $12.6B | $25.3B | ||
| Q4 24 | $12.5B | $24.5B | ||
| Q3 24 | $11.4B | $25.1B | ||
| Q2 24 | $11.3B | $23.6B | ||
| Q1 24 | $11.4B | $22.2B |
| Q4 25 | 1.03× | — | ||
| Q3 25 | 0.96× | — | ||
| Q2 25 | 0.92× | — | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.61× | — | ||
| 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 | $320.7M | $-1.2B |
| Free Cash FlowOCF − Capex | $119.8M | $-1.3B |
| FCF MarginFCF / Revenue | 3.9% | -47.2% |
| Capex IntensityCapex / Revenue | 6.5% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.35× | -18.08× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-4.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $320.7M | $-1.2B | ||
| Q3 25 | $342.5M | $-50.3M | ||
| Q2 25 | $457.0M | $-1.9B | ||
| Q1 25 | $588.2M | $-797.0M | ||
| Q4 24 | $388.6M | $1.8B | ||
| Q3 24 | $273.2M | $-1.3B | ||
| Q2 24 | $426.0M | $-122.3M | ||
| Q1 24 | $585.8M | $-3.0B |
| Q4 25 | $119.8M | $-1.3B | ||
| Q3 25 | $168.4M | $-71.8M | ||
| Q2 25 | $285.0M | $-1.9B | ||
| Q1 25 | $430.1M | $-811.0M | ||
| Q4 24 | $219.3M | $1.8B | ||
| Q3 24 | $128.0M | $-1.4B | ||
| Q2 24 | $285.6M | $-138.3M | ||
| Q1 24 | $437.4M | $-3.0B |
| Q4 25 | 3.9% | -47.2% | ||
| Q3 25 | 5.5% | -4.5% | ||
| Q2 25 | 8.7% | -137.2% | ||
| Q1 25 | 13.6% | -78.2% | ||
| Q4 24 | 7.6% | 103.1% | ||
| Q3 24 | 4.6% | -209.6% | ||
| Q2 24 | 9.7% | -10.6% | ||
| Q1 24 | 14.7% | -218.7% |
| Q4 25 | 6.5% | 1.5% | ||
| Q3 25 | 5.7% | 1.3% | ||
| Q2 25 | 5.3% | 1.1% | ||
| Q1 25 | 5.0% | 1.4% | ||
| Q4 24 | 5.9% | 1.1% | ||
| Q3 24 | 5.3% | 2.9% | ||
| Q2 24 | 4.7% | 1.2% | ||
| Q1 24 | 5.0% | 1.0% |
| Q4 25 | 1.35× | -18.08× | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.82× | — | ||
| Q4 24 | 1.81× | 54.42× | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.38× | -94.46× | ||
| Q1 24 | 1.87× | -185.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DRI
| Olive Garden Segment | $1.4B | 44% |
| Long Horn Steakhouse Segment | $775.9M | 25% |
| Other | $647.3M | 21% |
| Fine Dining Segment | $316.2M | 10% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |