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Side-by-side financial comparison of Element Solutions Inc (ESI) 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 $840.0M, roughly 1.1× Element Solutions Inc). Element Solutions Inc runs the higher net margin — 6.7% vs 2.0%, a 4.7% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 16.1%). LCI INDUSTRIES produced more free cash flow last quarter ($64.3M vs $-74.2M). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs -1.8%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
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.
ESI vs LCII — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $932.7M |
| Net Profit | $56.0M | $18.7M |
| Gross Margin | 38.4% | 22.1% |
| Operating Margin | 13.3% | 3.8% |
| Net Margin | 6.7% | 2.0% |
| Revenue YoY | 41.0% | 16.1% |
| Net Profit YoY | -43.0% | 95.7% |
| EPS (diluted) | $0.23 | $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.
| Q1 26 | $840.0M | — | ||
| Q4 25 | $676.2M | $932.7M | ||
| Q3 25 | $656.1M | $1.0B | ||
| Q2 25 | $625.2M | $1.1B | ||
| Q1 25 | $593.7M | $1.0B | ||
| Q4 24 | $624.2M | $803.1M | ||
| Q3 24 | $645.0M | $915.5M | ||
| Q2 24 | $612.7M | $1.1B |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $18.7M | ||
| Q3 25 | $39.3M | $62.5M | ||
| Q2 25 | $47.4M | $57.6M | ||
| Q1 25 | $98.0M | $49.4M | ||
| Q4 24 | $54.7M | $9.5M | ||
| Q3 24 | $40.3M | $35.6M | ||
| Q2 24 | $93.2M | $61.2M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 22.1% | ||
| Q3 25 | 42.2% | 24.4% | ||
| Q2 25 | 42.6% | 24.4% | ||
| Q1 25 | 42.2% | 24.1% | ||
| Q4 24 | 41.0% | 21.1% | ||
| Q3 24 | 41.5% | 24.0% | ||
| Q2 24 | 43.6% | 25.3% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 3.8% | ||
| Q3 25 | 15.4% | 7.3% | ||
| Q2 25 | 15.1% | 7.9% | ||
| Q1 25 | 13.0% | 7.8% | ||
| Q4 24 | 12.0% | 2.0% | ||
| Q3 24 | 14.7% | 5.9% | ||
| Q2 24 | 15.7% | 8.6% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 6.0% | 6.0% | ||
| Q2 25 | 7.6% | 5.2% | ||
| Q1 25 | 16.5% | 4.7% | ||
| Q4 24 | 8.8% | 1.2% | ||
| Q3 24 | 6.2% | 3.9% | ||
| Q2 24 | 15.2% | 5.8% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $0.79 | ||
| Q3 25 | $0.16 | $2.55 | ||
| Q2 25 | $0.20 | $2.29 | ||
| Q1 25 | $0.40 | $1.94 | ||
| Q4 24 | $0.22 | $0.37 | ||
| Q3 24 | $0.17 | $1.39 | ||
| Q2 24 | $0.39 | $2.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.3M | $222.6M |
| Total DebtLower is stronger | — | $945.2M |
| Stockholders' EquityBook value | $2.7B | $1.4B |
| Total Assets | $5.7B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $222.6M | ||
| Q3 25 | $594.3M | $199.7M | ||
| Q2 25 | $529.9M | $191.9M | ||
| Q1 25 | $499.2M | $231.2M | ||
| Q4 24 | $359.4M | $165.8M | ||
| Q3 24 | $376.0M | $161.2M | ||
| Q2 24 | $309.3M | $130.4M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $945.2M | ||
| Q3 25 | $1.6B | $947.8M | ||
| Q2 25 | $1.6B | $948.0M | ||
| Q1 25 | $1.6B | $938.3M | ||
| Q4 24 | $1.8B | $757.3M | ||
| Q3 24 | $1.9B | $822.5M | ||
| Q2 24 | $1.9B | $829.7M |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.5B | $1.4B | ||
| Q4 24 | $2.4B | $1.4B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.4B | $1.4B |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $3.2B | ||
| Q3 25 | $5.0B | $3.2B | ||
| Q2 25 | $5.0B | $3.2B | ||
| Q1 25 | $4.8B | $3.1B | ||
| Q4 24 | $4.9B | $2.9B | ||
| Q3 24 | $5.1B | $3.0B | ||
| Q2 24 | $5.0B | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 0.69× | ||
| Q3 25 | 0.61× | 0.70× | ||
| Q2 25 | 0.62× | 0.68× | ||
| Q1 25 | 0.64× | 0.69× | ||
| Q4 24 | 0.76× | 0.55× | ||
| Q3 24 | 0.78× | 0.58× | ||
| Q2 24 | 0.81× | 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $78.9M |
| Free Cash FlowOCF − Capex | $-74.2M | $64.3M |
| FCF MarginFCF / Revenue | -8.8% | 6.9% |
| Capex IntensityCapex / Revenue | 3.0% | 1.6% |
| Cash ConversionOCF / Net Profit | — | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | $278.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $78.9M | ||
| Q3 25 | $100.1M | $97.2M | ||
| Q2 25 | — | $112.2M | ||
| Q1 25 | $26.0M | $42.7M | ||
| Q4 24 | — | $106.6M | ||
| Q3 24 | $98.5M | $78.4M | ||
| Q2 24 | — | $192.9M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $64.3M | ||
| Q3 25 | $83.6M | $80.9M | ||
| Q2 25 | — | $99.5M | ||
| Q1 25 | $15.0M | $33.7M | ||
| Q4 24 | — | $95.7M | ||
| Q3 24 | $85.9M | $68.3M | ||
| Q2 24 | — | $180.2M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | 12.7% | 7.8% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | 2.5% | 3.2% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | 13.3% | 7.5% | ||
| Q2 24 | — | 17.1% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 1.6% | ||
| Q3 25 | 2.5% | 1.6% | ||
| Q2 25 | 2.8% | 1.2% | ||
| Q1 25 | 1.9% | 0.9% | ||
| Q4 24 | 3.6% | 1.4% | ||
| Q3 24 | 2.0% | 1.1% | ||
| Q2 24 | 2.4% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.22× | ||
| Q3 25 | 2.55× | 1.55× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | 0.27× | 0.86× | ||
| Q4 24 | — | 11.17× | ||
| Q3 24 | 2.44× | 2.20× | ||
| Q2 24 | — | 3.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
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% |
