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Side-by-side financial comparison of Consolidated Edison (ED) and LEAR CORP (LEA). Click either name above to swap in a different company.
LEAR CORP is the larger business by last-quarter revenue ($5.8B vs $4.0B, roughly 1.5× Consolidated Edison). Consolidated Edison runs the higher net margin — 7.5% vs 3.0%, a 4.6% gap on every dollar of revenue. On growth, Consolidated Edison posted the faster year-over-year revenue change (8.2% vs 4.7%). Over the past eight quarters, LEAR CORP's revenue compounded faster (-1.6% CAGR vs -3.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc.
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.
ED vs LEA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $5.8B |
| Net Profit | $298.0M | $172.3M |
| Gross Margin | — | 7.7% |
| Operating Margin | 12.3% | — |
| Net Margin | 7.5% | 3.0% |
| Revenue YoY | 8.2% | 4.7% |
| Net Profit YoY | -3.9% | 113.5% |
| EPS (diluted) | $0.81 | $3.34 |
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 | — | $5.8B | ||
| Q4 25 | $4.0B | $6.0B | ||
| Q3 25 | $4.6B | $5.7B | ||
| Q2 25 | $3.6B | $6.0B | ||
| Q1 25 | $4.9B | $5.6B | ||
| Q4 24 | $3.7B | $5.7B | ||
| Q3 24 | $4.2B | $5.6B | ||
| Q2 24 | $3.3B | $6.0B |
| Q1 26 | — | $172.3M | ||
| Q4 25 | $298.0M | $82.7M | ||
| Q3 25 | $688.0M | $108.2M | ||
| Q2 25 | $246.0M | $165.2M | ||
| Q1 25 | $791.0M | $80.7M | ||
| Q4 24 | $310.0M | $88.1M | ||
| Q3 24 | $588.0M | $135.8M | ||
| Q2 24 | $202.0M | $173.1M |
| Q1 26 | — | 7.7% | ||
| 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 | — | — | ||
| Q4 25 | 12.3% | 2.6% | ||
| Q3 25 | 21.2% | 3.4% | ||
| Q2 25 | 9.8% | 4.1% | ||
| Q1 25 | 23.0% | 3.3% | ||
| Q4 24 | 13.0% | 3.7% | ||
| Q3 24 | 20.4% | 3.9% | ||
| Q2 24 | 9.7% | 4.3% |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 7.5% | 1.4% | ||
| Q3 25 | 15.1% | 1.9% | ||
| Q2 25 | 6.8% | 2.7% | ||
| Q1 25 | 16.2% | 1.5% | ||
| Q4 24 | 8.5% | 1.5% | ||
| Q3 24 | 13.9% | 2.4% | ||
| Q2 24 | 6.1% | 2.9% |
| Q1 26 | — | $3.34 | ||
| Q4 25 | $0.81 | $1.58 | ||
| Q3 25 | $1.90 | $2.02 | ||
| Q2 25 | $0.68 | $3.06 | ||
| Q1 25 | $2.25 | $1.49 | ||
| Q4 24 | $0.89 | $1.64 | ||
| Q3 24 | $1.69 | $2.41 | ||
| Q2 24 | $0.58 | $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 | $1.6B | $881.9M |
| Total DebtLower is stronger | $25.8B | $2.7B |
| Stockholders' EquityBook value | $24.2B | $5.3B |
| Total Assets | $74.6B | $15.5B |
| Debt / EquityLower = less leverage | 1.07× | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $881.9M | ||
| Q4 25 | $1.6B | $1.0B | ||
| Q3 25 | $181.0M | $1.0B | ||
| Q2 25 | $1.5B | $887.9M | ||
| Q1 25 | $360.0M | $779.9M | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $93.0M | $763.9M | ||
| Q2 24 | $1.5B | $950.3M |
| Q1 26 | — | $2.7B | ||
| Q4 25 | $25.8B | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $24.7B | $2.7B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.7B |
| Q1 26 | — | $5.3B | ||
| Q4 25 | $24.2B | $5.0B | ||
| Q3 25 | $24.2B | $5.1B | ||
| Q2 25 | $23.8B | $5.1B | ||
| Q1 25 | $23.8B | $4.7B | ||
| Q4 24 | $22.0B | $4.5B | ||
| Q3 24 | $21.9B | $4.8B | ||
| Q2 24 | $21.6B | $4.8B |
| Q1 26 | — | $15.5B | ||
| Q4 25 | $74.6B | $14.8B | ||
| Q3 25 | $71.8B | $15.2B | ||
| Q2 25 | $71.5B | $15.3B | ||
| Q1 25 | $70.7B | $14.6B | ||
| Q4 24 | $70.6B | $14.0B | ||
| Q3 24 | $68.6B | $14.8B | ||
| Q2 24 | $67.9B | $14.7B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.07× | 0.54× | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.54× | ||
| Q1 25 | — | 0.59× | ||
| Q4 24 | 1.13× | 0.61× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 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 | $1.5B | $98.1M |
| Free Cash FlowOCF − Capex | — | $-26.5M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | 4.97× | 0.57× |
| TTM Free Cash FlowTrailing 4 quarters | — | $732.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $98.1M | ||
| Q4 25 | $1.5B | $475.9M | ||
| Q3 25 | $504.0M | $444.4M | ||
| Q2 25 | $2.0B | $296.2M | ||
| Q1 25 | $837.0M | $-127.7M | ||
| Q4 24 | $1.3B | $680.8M | ||
| Q3 24 | $392.0M | $182.7M | ||
| Q2 24 | $1.3B | $291.2M |
| Q1 26 | — | $-26.5M | ||
| Q4 25 | — | $281.1M | ||
| Q3 25 | — | $307.0M | ||
| Q2 25 | — | $170.8M | ||
| Q1 25 | — | $-231.7M | ||
| Q4 24 | — | $488.7M | ||
| Q3 24 | — | $50.5M | ||
| Q2 24 | — | $170.4M |
| Q1 26 | — | -0.5% | ||
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | -4.2% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 2.8% |
| Q1 26 | — | 2.1% | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 2.0% |
| Q1 26 | — | 0.57× | ||
| Q4 25 | 4.97× | 5.75× | ||
| Q3 25 | 0.73× | 4.11× | ||
| Q2 25 | 8.04× | 1.79× | ||
| Q1 25 | 1.06× | -1.58× | ||
| Q4 24 | 4.23× | 7.73× | ||
| Q3 24 | 0.67× | 1.35× | ||
| Q2 24 | 6.63× | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ED
| Electricity | $2.9B | 73% |
| Oil And Gas Purchased | $923.0M | 23% |
| Steam Plant | $189.0M | 5% |
| Con Edison Transmission | $1.0M | 0% |
LEA
| Seating | $4.4B | 76% |
| E-Systems | $1.4B | 24% |
