vs
Side-by-side financial comparison of DaVita (DVA) and LEAR CORP (LEA). Click either name above to swap in a different company.
LEAR CORP is the larger business by last-quarter revenue ($6.0B vs $3.6B, roughly 1.7× DaVita). DaVita runs the higher net margin — 6.5% vs 1.4%, a 5.1% gap on every dollar of revenue. On growth, DaVita posted the faster year-over-year revenue change (12.3% vs 4.8%). Over the past eight quarters, DaVita's revenue compounded faster (6.6% CAGR vs -0.1%).
DaVita Inc. is an American company that provides kidney dialysis services through a network of 2,675 outpatient centers in the United States, serving 200,800 patients, and 367 outpatient centers in 11 other countries serving 49,400 patients. The company primarily treats end-stage renal disease (ESRD), which requires patients to undergo kidney dialysis, often 3 times per week for the rest of their lives unless they receive a kidney transplant via organ donation.
Lear Corporation is an American company that manufactures automotive seating and electrical systems. In 2019, it ranked #147 and in 2018, it ranked #148 on the Fortune 500 list.
DVA vs LEA — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $6.0B |
| Net Profit | $234.2M | $82.7M |
| Gross Margin | — | 5.7% |
| Operating Margin | 15.5% | 2.6% |
| Net Margin | 6.5% | 1.4% |
| Revenue YoY | 12.3% | 4.8% |
| Net Profit YoY | 43.8% | -6.1% |
| EPS (diluted) | $3.22 | $1.58 |
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 | $3.6B | — | ||
| Q4 25 | $3.6B | $6.0B | ||
| Q3 25 | $3.4B | $5.7B | ||
| Q2 25 | $3.4B | $6.0B | ||
| Q1 25 | $3.2B | $5.6B | ||
| Q4 24 | $3.3B | $5.7B | ||
| Q3 24 | $3.3B | $5.6B | ||
| Q2 24 | $3.2B | $6.0B |
| Q1 26 | $234.2M | — | ||
| Q4 25 | $234.2M | $82.7M | ||
| Q3 25 | $150.3M | $108.2M | ||
| Q2 25 | $199.3M | $165.2M | ||
| Q1 25 | $162.9M | $80.7M | ||
| Q4 24 | $259.3M | $88.1M | ||
| Q3 24 | $214.7M | $135.8M | ||
| Q2 24 | $222.7M | $173.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 7.5% |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 2.6% | ||
| Q3 25 | 14.8% | 3.4% | ||
| Q2 25 | 15.9% | 4.1% | ||
| Q1 25 | 13.6% | 3.3% | ||
| Q4 24 | 17.2% | 3.7% | ||
| Q3 24 | 16.4% | 3.9% | ||
| Q2 24 | 15.9% | 4.3% |
| Q1 26 | 6.5% | — | ||
| Q4 25 | 6.5% | 1.4% | ||
| Q3 25 | 4.4% | 1.9% | ||
| Q2 25 | 5.9% | 2.7% | ||
| Q1 25 | 5.1% | 1.5% | ||
| Q4 24 | 7.9% | 1.5% | ||
| Q3 24 | 6.6% | 2.4% | ||
| Q2 24 | 7.0% | 2.9% |
| Q1 26 | $3.22 | — | ||
| Q4 25 | $3.22 | $1.58 | ||
| Q3 25 | $2.04 | $2.02 | ||
| Q2 25 | $2.58 | $3.06 | ||
| Q1 25 | $2.00 | $1.49 | ||
| Q4 24 | $3.08 | $1.64 | ||
| Q3 24 | $2.50 | $2.41 | ||
| Q2 24 | $2.50 | $3.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $700.7M | $1.0B |
| Total DebtLower is stronger | $10.2B | $2.7B |
| Stockholders' EquityBook value | $-651.1M | $5.0B |
| Total Assets | $17.5B | $14.8B |
| Debt / EquityLower = less leverage | — | 0.54× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $700.7M | — | ||
| Q4 25 | $700.7M | $1.0B | ||
| Q3 25 | $736.5M | $1.0B | ||
| Q2 25 | $739.4M | $887.9M | ||
| Q1 25 | $511.9M | $779.9M | ||
| Q4 24 | $846.0M | $1.1B | ||
| Q3 24 | $1.1B | $763.9M | ||
| Q2 24 | $437.2M | $950.3M |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.2B | $2.7B | ||
| Q3 25 | $10.2B | $2.8B | ||
| Q2 25 | $10.1B | $2.8B | ||
| Q1 25 | $9.6B | $2.7B | ||
| Q4 24 | $9.2B | $2.7B | ||
| Q3 24 | $9.3B | $2.8B | ||
| Q2 24 | $8.5B | $2.7B |
| Q1 26 | $-651.1M | — | ||
| Q4 25 | $-651.1M | $5.0B | ||
| Q3 25 | $-571.9M | $5.1B | ||
| Q2 25 | $-369.6M | $5.1B | ||
| Q1 25 | $-267.1M | $4.7B | ||
| Q4 24 | $121.1M | $4.5B | ||
| Q3 24 | $386.7M | $4.8B | ||
| Q2 24 | $632.9M | $4.8B |
| Q1 26 | $17.5B | — | ||
| Q4 25 | $17.5B | $14.8B | ||
| Q3 25 | $17.6B | $15.2B | ||
| Q2 25 | $17.5B | $15.3B | ||
| Q1 25 | $17.1B | $14.6B | ||
| Q4 24 | $17.3B | $14.0B | ||
| Q3 24 | $17.5B | $14.8B | ||
| Q2 24 | $17.0B | $14.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.54× | ||
| Q1 25 | — | 0.59× | ||
| Q4 24 | 75.76× | 0.61× | ||
| Q3 24 | 23.95× | 0.58× | ||
| Q2 24 | 13.35× | 0.57× |
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 | — | $475.9M |
| Free Cash FlowOCF − Capex | — | $281.1M |
| FCF MarginFCF / Revenue | — | 4.7% |
| Capex IntensityCapex / Revenue | — | 3.3% |
| Cash ConversionOCF / Net Profit | — | 5.75× |
| TTM Free Cash FlowTrailing 4 quarters | — | $527.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $475.9M | ||
| Q3 25 | $841.5M | $444.4M | ||
| Q2 25 | $324.2M | $296.2M | ||
| Q1 25 | $180.0M | $-127.7M | ||
| Q4 24 | $547.6M | $680.8M | ||
| Q3 24 | $810.4M | $182.7M | ||
| Q2 24 | $798.8M | $291.2M |
| Q1 26 | — | — | ||
| Q4 25 | $395.3M | $281.1M | ||
| Q3 25 | $675.4M | $307.0M | ||
| Q2 25 | $203.1M | $170.8M | ||
| Q1 25 | $36.8M | $-231.7M | ||
| Q4 24 | $377.0M | $488.7M | ||
| Q3 24 | $671.4M | $50.5M | ||
| Q2 24 | $674.1M | $170.4M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 4.7% | ||
| Q3 25 | 19.7% | 5.4% | ||
| Q2 25 | 6.0% | 2.8% | ||
| Q1 25 | 1.1% | -4.2% | ||
| Q4 24 | 11.4% | 8.6% | ||
| Q3 24 | 20.6% | 0.9% | ||
| Q2 24 | 21.2% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 3.3% | ||
| Q3 25 | 4.9% | 2.4% | ||
| Q2 25 | 3.6% | 2.1% | ||
| Q1 25 | 4.4% | 1.9% | ||
| Q4 24 | 5.2% | 3.4% | ||
| Q3 24 | 4.3% | 2.4% | ||
| Q2 24 | 3.9% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | 5.75× | ||
| Q3 25 | 5.60× | 4.11× | ||
| Q2 25 | 1.63× | 1.79× | ||
| Q1 25 | 1.10× | -1.58× | ||
| Q4 24 | 2.11× | 7.73× | ||
| Q3 24 | 3.77× | 1.35× | ||
| Q2 24 | 3.59× | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DVA
Segment breakdown not available.
LEA
| Other | $3.5B | 59% |
| Seating Segment | $1.9B | 32% |
| E Systems Segment | $520.6M | 9% |
