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Side-by-side financial comparison of Driven Brands Holdings Inc. (DRVN) and LCI INDUSTRIES (LCII). Click either name above to swap in a different company.
LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $535.7M, roughly 1.7× Driven Brands Holdings Inc.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 2.0%, a 9.4% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 6.6%). LCI INDUSTRIES produced more free cash flow last quarter ($64.3M vs $39.5M). Over the past eight quarters, LCI INDUSTRIES's revenue compounded faster (-1.8% CAGR vs -4.0%).
Standard Brands was a packaged foods company, formed in 1929 by J. P. Morgan & Co. with the merger of:Fleischmann Company Royal Baking Powder Company E. W. Gillett Company of Canada (1929) - Toronto-based baking goods company founded by P. W. Gillett in 1852 Widlar Food Products Company Chase & Sanborn Coffee Company
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.
DRVN vs LCII — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.7M | $932.7M |
| Net Profit | $60.9M | $18.7M |
| Gross Margin | — | 22.1% |
| Operating Margin | 11.6% | 3.8% |
| Net Margin | 11.4% | 2.0% |
| Revenue YoY | 6.6% | 16.1% |
| Net Profit YoY | 507.2% | 95.7% |
| EPS (diluted) | $0.37 | $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.
| Q4 25 | — | $932.7M | ||
| Q3 25 | $535.7M | $1.0B | ||
| Q2 25 | $551.0M | $1.1B | ||
| Q1 25 | $516.2M | $1.0B | ||
| Q4 24 | $836.5M | $803.1M | ||
| Q3 24 | $502.3M | $915.5M | ||
| Q2 24 | $518.8M | $1.1B | ||
| Q1 24 | $482.0M | $968.0M |
| Q4 25 | — | $18.7M | ||
| Q3 25 | $60.9M | $62.5M | ||
| Q2 25 | $47.6M | $57.6M | ||
| Q1 25 | $5.5M | $49.4M | ||
| Q4 24 | $-312.0M | $9.5M | ||
| Q3 24 | $-14.9M | $35.6M | ||
| Q2 24 | $30.2M | $61.2M | ||
| Q1 24 | $4.3M | $36.5M |
| 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% | ||
| Q1 24 | — | 23.1% |
| Q4 25 | — | 3.8% | ||
| Q3 25 | 11.6% | 7.3% | ||
| Q2 25 | 6.9% | 7.9% | ||
| Q1 25 | 11.9% | 7.8% | ||
| Q4 24 | -41.6% | 2.0% | ||
| Q3 24 | 9.9% | 5.9% | ||
| Q2 24 | 17.4% | 8.6% | ||
| Q1 24 | 14.1% | 6.0% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | 11.4% | 6.0% | ||
| Q2 25 | 8.6% | 5.2% | ||
| Q1 25 | 1.1% | 4.7% | ||
| Q4 24 | -37.3% | 1.2% | ||
| Q3 24 | -3.0% | 3.9% | ||
| Q2 24 | 5.8% | 5.8% | ||
| Q1 24 | 0.9% | 3.8% |
| Q4 25 | — | $0.79 | ||
| Q3 25 | $0.37 | $2.55 | ||
| Q2 25 | $0.29 | $2.29 | ||
| Q1 25 | $0.04 | $1.94 | ||
| Q4 24 | $-1.93 | $0.37 | ||
| Q3 24 | $-0.09 | $1.39 | ||
| Q2 24 | $0.18 | $2.40 | ||
| Q1 24 | $0.02 | $1.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $162.0M | $222.6M |
| Total DebtLower is stronger | $1.9B | $945.2M |
| Stockholders' EquityBook value | $793.5M | $1.4B |
| Total Assets | $4.2B | $3.2B |
| Debt / EquityLower = less leverage | 2.44× | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $222.6M | ||
| Q3 25 | $162.0M | $199.7M | ||
| Q2 25 | $166.1M | $191.9M | ||
| Q1 25 | $152.0M | $231.2M | ||
| Q4 24 | $149.6M | $165.8M | ||
| Q3 24 | $204.2M | $161.2M | ||
| Q2 24 | $148.8M | $130.4M | ||
| Q1 24 | $165.5M | $22.6M |
| Q4 25 | — | $945.2M | ||
| Q3 25 | $1.9B | $947.8M | ||
| Q2 25 | $2.1B | $948.0M | ||
| Q1 25 | $2.6B | $938.3M | ||
| Q4 24 | $2.7B | $757.3M | ||
| Q3 24 | $2.7B | $822.5M | ||
| Q2 24 | $2.9B | $829.7M | ||
| Q1 24 | $2.9B | $855.3M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | $793.5M | $1.4B | ||
| Q2 25 | $743.4M | $1.4B | ||
| Q1 25 | $643.2M | $1.4B | ||
| Q4 24 | $607.3M | $1.4B | ||
| Q3 24 | $962.8M | $1.4B | ||
| Q2 24 | $942.8M | $1.4B | ||
| Q1 24 | $906.2M | $1.4B |
| Q4 25 | — | $3.2B | ||
| Q3 25 | $4.2B | $3.2B | ||
| Q2 25 | $4.3B | $3.2B | ||
| Q1 25 | $5.3B | $3.1B | ||
| Q4 24 | $5.3B | $2.9B | ||
| Q3 24 | $5.8B | $3.0B | ||
| Q2 24 | $5.8B | $3.0B | ||
| Q1 24 | $5.9B | $3.0B |
| Q4 25 | — | 0.69× | ||
| Q3 25 | 2.44× | 0.70× | ||
| Q2 25 | 2.82× | 0.68× | ||
| Q1 25 | 4.07× | 0.69× | ||
| Q4 24 | 4.37× | 0.55× | ||
| Q3 24 | 2.84× | 0.58× | ||
| Q2 24 | 3.03× | 0.60× | ||
| Q1 24 | 3.21× | 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 | $79.2M | $78.9M |
| Free Cash FlowOCF − Capex | $39.5M | $64.3M |
| FCF MarginFCF / Revenue | 7.4% | 6.9% |
| Capex IntensityCapex / Revenue | 7.4% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.30× | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | $31.1M | $278.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $78.9M | ||
| Q3 25 | $79.2M | $97.2M | ||
| Q2 25 | $80.4M | $112.2M | ||
| Q1 25 | $75.1M | $42.7M | ||
| Q4 24 | $32.9M | $106.6M | ||
| Q3 24 | $101.3M | $78.4M | ||
| Q2 24 | $46.9M | $192.9M | ||
| Q1 24 | $60.3M | $-7.7M |
| Q4 25 | — | $64.3M | ||
| Q3 25 | $39.5M | $80.9M | ||
| Q2 25 | $9.0M | $99.5M | ||
| Q1 25 | $18.9M | $33.7M | ||
| Q4 24 | $-36.3M | $95.7M | ||
| Q3 24 | $37.9M | $68.3M | ||
| Q2 24 | $-19.5M | $180.2M | ||
| Q1 24 | $-29.2M | $-16.3M |
| Q4 25 | — | 6.9% | ||
| Q3 25 | 7.4% | 7.8% | ||
| Q2 25 | 1.6% | 9.0% | ||
| Q1 25 | 3.7% | 3.2% | ||
| Q4 24 | -4.3% | 11.9% | ||
| Q3 24 | 7.5% | 7.5% | ||
| Q2 24 | -3.8% | 17.1% | ||
| Q1 24 | -6.1% | -1.7% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | 7.4% | 1.6% | ||
| Q2 25 | 13.0% | 1.2% | ||
| Q1 25 | 10.9% | 0.9% | ||
| Q4 24 | 8.3% | 1.4% | ||
| Q3 24 | 12.6% | 1.1% | ||
| Q2 24 | 12.8% | 1.2% | ||
| Q1 24 | 18.6% | 0.9% |
| Q4 25 | — | 4.22× | ||
| Q3 25 | 1.30× | 1.55× | ||
| Q2 25 | 1.69× | 1.95× | ||
| Q1 25 | 13.65× | 0.86× | ||
| Q4 24 | — | 11.17× | ||
| Q3 24 | — | 2.20× | ||
| Q2 24 | 1.56× | 3.15× | ||
| Q1 24 | 14.15× | -0.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
