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Side-by-side financial comparison of Fossil Group, Inc. (FOSL) and LGI Homes, Inc. (LGIH). Click either name above to swap in a different company.
LGI Homes, Inc. is the larger business by last-quarter revenue ($474.0M vs $270.2M, roughly 1.8× Fossil Group, Inc.). LGI Homes, Inc. runs the higher net margin — 3.7% vs -14.8%, a 18.5% gap on every dollar of revenue. On growth, LGI Homes, Inc. posted the faster year-over-year revenue change (-15.0% vs -21.1%). Over the past eight quarters, LGI Homes, Inc.'s revenue compounded faster (10.1% CAGR vs -11.4%).
Fossil Group, Inc., is an American fashion design and manufacturer founded in 1984 by Tom Kartsotis and based in Richardson, Texas. Their brands include Fossil, Relic, Michele Watch, Skagen Denmark, WSI, and Zodiac Watches. Fossil also makes licensed accessories for brands such as BMW, Puma, Emporio Armani, Michael Kors, DKNY, Diesel, Kate Spade New York, Tory Burch, Chaps, and Armani Exchange.
LGI Homes is a Texas-based builder of new construction homes and housing developments, with its development projects mostly focused in the southwestern region of the United States. According to Builder Magazine, LGI Homes is the tenth largest home builder in the United States. 2013, the company announced the pricing of its initial public offering: 9,000,000 shares at $11 per share. 2019, LGI Homes closed 7,690 homes, which was an 18.1% increase over 2018. Home sales revenue in 2019 was $1.8 b...
FOSL vs LGIH — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.2M | $474.0M |
| Net Profit | $-40.0M | $17.3M |
| Gross Margin | 49.0% | 17.7% |
| Operating Margin | -8.0% | 3.9% |
| Net Margin | -14.8% | 3.7% |
| Revenue YoY | -21.1% | -15.0% |
| Net Profit YoY | -257.8% | -66.0% |
| EPS (diluted) | $-0.76 | $0.74 |
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 | $270.2M | $474.0M | ||
| Q3 25 | $220.4M | $396.6M | ||
| Q2 25 | $233.3M | $483.5M | ||
| Q1 25 | — | $351.4M | ||
| Q4 24 | $342.3M | $557.4M | ||
| Q3 24 | $287.8M | $651.9M | ||
| Q2 24 | $260.0M | $602.5M | ||
| Q1 24 | $254.9M | $390.9M |
| Q4 25 | $-40.0M | $17.3M | ||
| Q3 25 | $-2.1M | $19.7M | ||
| Q2 25 | $-17.9M | $31.5M | ||
| Q1 25 | — | $4.0M | ||
| Q4 24 | $-11.2M | $50.9M | ||
| Q3 24 | $-31.9M | $69.6M | ||
| Q2 24 | $-38.8M | $58.6M | ||
| Q1 24 | $-24.3M | $17.1M |
| Q4 25 | 49.0% | 17.7% | ||
| Q3 25 | 57.5% | 21.5% | ||
| Q2 25 | 61.3% | 22.9% | ||
| Q1 25 | — | 21.0% | ||
| Q4 24 | 53.9% | 22.9% | ||
| Q3 24 | 49.4% | 25.1% | ||
| Q2 24 | 52.6% | 25.0% | ||
| Q1 24 | 52.4% | 23.4% |
| Q4 25 | -8.0% | 3.9% | ||
| Q3 25 | 3.9% | 5.4% | ||
| Q2 25 | -2.9% | 8.2% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | -4.8% | 8.2% | ||
| Q3 24 | -8.5% | 12.3% | ||
| Q2 24 | -13.1% | 11.2% | ||
| Q1 24 | -11.5% | 4.8% |
| Q4 25 | -14.8% | 3.7% | ||
| Q3 25 | -1.0% | 5.0% | ||
| Q2 25 | -7.7% | 6.5% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | -3.3% | 9.1% | ||
| Q3 24 | -11.1% | 10.7% | ||
| Q2 24 | -14.9% | 9.7% | ||
| Q1 24 | -9.5% | 4.4% |
| Q4 25 | $-0.76 | $0.74 | ||
| Q3 25 | $-0.04 | $0.85 | ||
| Q2 25 | $-0.33 | $1.36 | ||
| Q1 25 | — | $0.17 | ||
| Q4 24 | $-0.15 | $2.15 | ||
| Q3 24 | $-0.60 | $2.95 | ||
| Q2 24 | $-0.73 | $2.48 | ||
| Q1 24 | $-0.46 | $0.72 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $79.2M | — |
| Total DebtLower is stronger | $169.1M | $1.7B |
| Stockholders' EquityBook value | $112.6M | $2.1B |
| Total Assets | $701.0M | $3.9B |
| Debt / EquityLower = less leverage | 1.50× | 0.79× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $79.2M | — | ||
| Q3 25 | $109.9M | — | ||
| Q2 25 | $78.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $123.6M | $53.2M | ||
| Q3 24 | $106.3M | — | ||
| Q2 24 | $104.9M | — | ||
| Q1 24 | $112.9M | — |
| Q4 25 | $169.1M | $1.7B | ||
| Q3 25 | $165.6M | — | ||
| Q2 25 | $167.2M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $162.7M | $1.5B | ||
| Q3 24 | $173.4M | — | ||
| Q2 24 | $156.5M | — | ||
| Q1 24 | $202.9M | — |
| Q4 25 | $112.6M | $2.1B | ||
| Q3 25 | $150.3M | $2.1B | ||
| Q2 25 | $140.6M | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $148.7M | $2.0B | ||
| Q3 24 | $164.4M | $2.0B | ||
| Q2 24 | $189.6M | $1.9B | ||
| Q1 24 | $229.1M | $1.9B |
| Q4 25 | $701.0M | $3.9B | ||
| Q3 25 | $704.5M | $4.0B | ||
| Q2 25 | $686.0M | $4.0B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | $763.6M | $3.8B | ||
| Q3 24 | $812.4M | $3.8B | ||
| Q2 24 | $785.7M | $3.7B | ||
| Q1 24 | $891.0M | $3.5B |
| Q4 25 | 1.50× | 0.79× | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.09× | 0.73× | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 0.83× | — | ||
| Q1 24 | 0.89× | — |
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 | $-22.2M | $86.8M |
| Free Cash FlowOCF − Capex | $-22.5M | — |
| FCF MarginFCF / Revenue | -8.3% | — |
| Capex IntensityCapex / Revenue | 0.1% | 0.0% |
| Cash ConversionOCF / Net Profit | — | 5.01× |
| TTM Free Cash FlowTrailing 4 quarters | $-46.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-22.2M | $86.8M | ||
| Q3 25 | $9.4M | $-13.2M | ||
| Q2 25 | $-60.4M | $-86.4M | ||
| Q1 25 | — | $-127.1M | ||
| Q4 24 | $30.5M | $57.0M | ||
| Q3 24 | $-22.8M | $-17.8M | ||
| Q2 24 | $38.4M | $-83.5M | ||
| Q1 24 | $622.0K | $-99.5M |
| Q4 25 | $-22.5M | — | ||
| Q3 25 | $8.6M | $-13.3M | ||
| Q2 25 | $-60.6M | $-86.4M | ||
| Q1 25 | — | $-128.0M | ||
| Q4 24 | $28.5M | $56.4M | ||
| Q3 24 | $-24.1M | $-17.8M | ||
| Q2 24 | $36.6M | $-83.8M | ||
| Q1 24 | $-1.1M | $-100.5M |
| Q4 25 | -8.3% | — | ||
| Q3 25 | 3.9% | -3.3% | ||
| Q2 25 | -26.0% | -17.9% | ||
| Q1 25 | — | -36.4% | ||
| Q4 24 | 8.3% | 10.1% | ||
| Q3 24 | -8.4% | -2.7% | ||
| Q2 24 | 14.1% | -13.9% | ||
| Q1 24 | -0.4% | -25.7% |
| Q4 25 | 0.1% | 0.0% | ||
| Q3 25 | 0.4% | 0.0% | ||
| Q2 25 | 0.1% | 0.0% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 0.6% | 0.1% | ||
| Q3 24 | 0.4% | 0.0% | ||
| Q2 24 | 0.7% | 0.0% | ||
| Q1 24 | 0.7% | 0.3% |
| Q4 25 | — | 5.01× | ||
| Q3 25 | — | -0.67× | ||
| Q2 25 | — | -2.74× | ||
| Q1 25 | — | -31.83× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | -0.26× | ||
| Q2 24 | — | -1.43× | ||
| Q1 24 | — | -5.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
