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Side-by-side financial comparison of Essex Property Trust (ESS) 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 $479.6M, roughly 1.9× Essex Property Trust). Essex Property Trust runs the higher net margin — 17.9% vs 2.0%, a 15.9% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 5.5%). Over the past eight quarters, Essex Property Trust's revenue compounded faster (6.0% CAGR vs -1.8%).
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
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.
ESS vs LCII — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $479.6M | $932.7M |
| Net Profit | $85.7M | $18.7M |
| Gross Margin | 70.0% | 22.1% |
| Operating Margin | 31.7% | 3.8% |
| Net Margin | 17.9% | 2.0% |
| Revenue YoY | 5.5% | 16.1% |
| Net Profit YoY | -71.6% | 95.7% |
| EPS (diluted) | $1.24 | $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 | $479.6M | $932.7M | ||
| Q3 25 | $473.3M | $1.0B | ||
| Q2 25 | $469.8M | $1.1B | ||
| Q1 25 | $464.6M | $1.0B | ||
| Q4 24 | $454.5M | $803.1M | ||
| Q3 24 | $450.7M | $915.5M | ||
| Q2 24 | $442.4M | $1.1B | ||
| Q1 24 | $426.9M | $968.0M |
| Q4 25 | $85.7M | $18.7M | ||
| Q3 25 | $172.7M | $62.5M | ||
| Q2 25 | $231.5M | $57.6M | ||
| Q1 25 | $212.8M | $49.4M | ||
| Q4 24 | $301.7M | $9.5M | ||
| Q3 24 | $125.5M | $35.6M | ||
| Q2 24 | $99.0M | $61.2M | ||
| Q1 24 | $285.1M | $36.5M |
| Q4 25 | 70.0% | 22.1% | ||
| Q3 25 | 69.2% | 24.4% | ||
| Q2 25 | 70.7% | 24.4% | ||
| Q1 25 | 69.6% | 24.1% | ||
| Q4 24 | 70.0% | 21.1% | ||
| Q3 24 | 69.5% | 24.0% | ||
| Q2 24 | 70.8% | 25.3% | ||
| Q1 24 | 69.7% | 23.1% |
| Q4 25 | 31.7% | 3.8% | ||
| Q3 25 | 44.5% | 7.3% | ||
| Q2 25 | 59.5% | 7.9% | ||
| Q1 25 | 55.3% | 7.8% | ||
| Q4 24 | 67.0% | 2.0% | ||
| Q3 24 | 28.6% | 5.9% | ||
| Q2 24 | 31.1% | 8.6% | ||
| Q1 24 | 31.0% | 6.0% |
| Q4 25 | 17.9% | 2.0% | ||
| Q3 25 | 36.5% | 6.0% | ||
| Q2 25 | 49.3% | 5.2% | ||
| Q1 25 | 45.8% | 4.7% | ||
| Q4 24 | 66.4% | 1.2% | ||
| Q3 24 | 27.8% | 3.9% | ||
| Q2 24 | 22.4% | 5.8% | ||
| Q1 24 | 66.8% | 3.8% |
| Q4 25 | $1.24 | $0.79 | ||
| Q3 25 | $2.56 | $2.55 | ||
| Q2 25 | $3.44 | $2.29 | ||
| Q1 25 | $3.16 | $1.94 | ||
| Q4 24 | $4.00 | $0.37 | ||
| Q3 24 | $1.84 | $1.39 | ||
| Q2 24 | $1.45 | $2.40 | ||
| Q1 24 | $4.25 | $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 | $76.2M | $222.6M |
| Total DebtLower is stronger | — | $945.2M |
| Stockholders' EquityBook value | $5.5B | $1.4B |
| Total Assets | $13.2B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $76.2M | $222.6M | ||
| Q3 25 | $66.0M | $199.7M | ||
| Q2 25 | $58.7M | $191.9M | ||
| Q1 25 | $98.7M | $231.2M | ||
| Q4 24 | $66.8M | $165.8M | ||
| Q3 24 | $71.3M | $161.2M | ||
| Q2 24 | $55.2M | $130.4M | ||
| Q1 24 | $499.0M | $22.6M |
| Q4 25 | — | $945.2M | ||
| Q3 25 | $6.4B | $947.8M | ||
| Q2 25 | $6.4B | $948.0M | ||
| Q1 25 | $6.8B | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | $6.4B | $822.5M | ||
| Q2 24 | $6.2B | $829.7M | ||
| Q1 24 | $6.6B | $855.3M |
| Q4 25 | $5.5B | $1.4B | ||
| Q3 25 | $5.6B | $1.4B | ||
| Q2 25 | $5.6B | $1.4B | ||
| Q1 25 | $5.6B | $1.4B | ||
| Q4 24 | $5.5B | $1.4B | ||
| Q3 24 | $5.4B | $1.4B | ||
| Q2 24 | $5.5B | $1.4B | ||
| Q1 24 | $5.5B | $1.4B |
| Q4 25 | $13.2B | $3.2B | ||
| Q3 25 | $13.2B | $3.2B | ||
| Q2 25 | $13.2B | $3.2B | ||
| Q1 25 | $13.2B | $3.1B | ||
| Q4 24 | $12.9B | $2.9B | ||
| Q3 24 | $12.6B | $3.0B | ||
| Q2 24 | $12.5B | $3.0B | ||
| Q1 24 | $12.9B | $3.0B |
| Q4 25 | — | 0.69× | ||
| Q3 25 | 1.15× | 0.70× | ||
| Q2 25 | 1.14× | 0.68× | ||
| Q1 25 | 1.22× | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | 1.18× | 0.58× | ||
| Q2 24 | 1.13× | 0.60× | ||
| Q1 24 | 1.19× | 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 | $1.1B | $78.9M |
| Free Cash FlowOCF − Capex | — | $64.3M |
| FCF MarginFCF / Revenue | — | 6.9% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | 12.53× | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | $278.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $78.9M | ||
| Q3 25 | $342.6M | $97.2M | ||
| Q2 25 | $216.1M | $112.2M | ||
| Q1 25 | $281.5M | $42.7M | ||
| Q4 24 | $1.1B | $106.6M | ||
| Q3 24 | $316.2M | $78.4M | ||
| Q2 24 | $218.9M | $192.9M | ||
| Q1 24 | $314.9M | $-7.7M |
| Q4 25 | — | $64.3M | ||
| Q3 25 | — | $80.9M | ||
| Q2 25 | — | $99.5M | ||
| Q1 25 | — | $33.7M | ||
| Q4 24 | — | $95.7M | ||
| Q3 24 | — | $68.3M | ||
| Q2 24 | — | $180.2M | ||
| Q1 24 | — | $-16.3M |
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 17.1% | ||
| Q1 24 | — | -1.7% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 0.9% |
| Q4 25 | 12.53× | 4.22× | ||
| Q3 25 | 1.98× | 1.55× | ||
| Q2 25 | 0.93× | 1.95× | ||
| Q1 25 | 1.32× | 0.86× | ||
| Q4 24 | 3.54× | 11.17× | ||
| Q3 24 | 2.52× | 2.20× | ||
| Q2 24 | 2.21× | 3.15× | ||
| Q1 24 | 1.10× | -0.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESS
Segment breakdown not available.
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% |
