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Side-by-side financial comparison of GRACO INC (GGG) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
Life Time Group Holdings, Inc. is the larger business by last-quarter revenue ($745.1M vs $593.2M, roughly 1.3× GRACO INC). GRACO INC runs the higher net margin — 22.3% vs 16.5%, a 5.8% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs 8.1%). GRACO INC produced more free cash flow last quarter ($184.3M vs $-64.6M). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs 9.8%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
GGG vs LTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $745.1M |
| Net Profit | $132.5M | $123.0M |
| Gross Margin | 51.7% | 49.1% |
| Operating Margin | 26.7% | 17.4% |
| Net Margin | 22.3% | 16.5% |
| Revenue YoY | 8.1% | 12.3% |
| Net Profit YoY | 21.9% | 231.0% |
| EPS (diluted) | $0.78 | $0.55 |
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 | $593.2M | $745.1M | ||
| Q3 25 | $543.4M | $782.6M | ||
| Q2 25 | $571.8M | $761.5M | ||
| Q1 25 | $528.3M | $706.0M | ||
| Q4 24 | $548.7M | $663.3M | ||
| Q3 24 | $519.2M | $693.2M | ||
| Q2 24 | $553.2M | $667.8M | ||
| Q1 24 | $492.2M | $596.7M |
| Q4 25 | $132.5M | $123.0M | ||
| Q3 25 | $137.6M | $102.4M | ||
| Q2 25 | $127.6M | $72.1M | ||
| Q1 25 | $124.1M | $76.1M | ||
| Q4 24 | $108.7M | $37.2M | ||
| Q3 24 | $122.2M | $41.4M | ||
| Q2 24 | $133.0M | $52.8M | ||
| Q1 24 | $122.2M | $24.9M |
| Q4 25 | 51.7% | 49.1% | ||
| Q3 25 | 53.2% | 47.1% | ||
| Q2 25 | 52.4% | 47.0% | ||
| Q1 25 | 52.6% | 47.5% | ||
| Q4 24 | 50.9% | 48.2% | ||
| Q3 24 | 53.2% | 46.5% | ||
| Q2 24 | 54.4% | 46.8% | ||
| Q1 24 | 54.1% | 46.1% |
| Q4 25 | 26.7% | 17.4% | ||
| Q3 25 | 30.3% | 17.3% | ||
| Q2 25 | 27.5% | 14.2% | ||
| Q1 25 | 27.3% | 15.2% | ||
| Q4 24 | 23.7% | 13.1% | ||
| Q3 24 | 28.1% | 13.5% | ||
| Q2 24 | 29.2% | 15.7% | ||
| Q1 24 | 27.0% | 12.1% |
| Q4 25 | 22.3% | 16.5% | ||
| Q3 25 | 25.3% | 13.1% | ||
| Q2 25 | 22.3% | 9.5% | ||
| Q1 25 | 23.5% | 10.8% | ||
| Q4 24 | 19.8% | 5.6% | ||
| Q3 24 | 23.5% | 6.0% | ||
| Q2 24 | 24.0% | 7.9% | ||
| Q1 24 | 24.8% | 4.2% |
| Q4 25 | $0.78 | $0.55 | ||
| Q3 25 | $0.82 | $0.45 | ||
| Q2 25 | $0.76 | $0.32 | ||
| Q1 25 | $0.72 | $0.34 | ||
| Q4 24 | $0.63 | $0.17 | ||
| Q3 24 | $0.71 | $0.19 | ||
| Q2 24 | $0.77 | $0.26 | ||
| Q1 24 | $0.71 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $624.1M | $204.8M |
| Total DebtLower is stronger | — | $1.5B |
| Stockholders' EquityBook value | $2.7B | $3.1B |
| Total Assets | $3.3B | $8.0B |
| Debt / EquityLower = less leverage | — | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $624.1M | $204.8M | ||
| Q3 25 | $618.7M | $218.9M | ||
| Q2 25 | $534.9M | $175.5M | ||
| Q1 25 | $536.1M | $59.0M | ||
| Q4 24 | $675.3M | $10.9M | ||
| Q3 24 | $764.5M | $120.9M | ||
| Q2 24 | $666.0M | $34.5M | ||
| Q1 24 | $622.7M | $18.6M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $2.0B |
| Q4 25 | $2.7B | $3.1B | ||
| Q3 25 | $2.6B | $3.0B | ||
| Q2 25 | $2.5B | $2.9B | ||
| Q1 25 | $2.5B | $2.7B | ||
| Q4 24 | $2.6B | $2.6B | ||
| Q3 24 | $2.5B | $2.6B | ||
| Q2 24 | $2.4B | $2.4B | ||
| Q1 24 | $2.3B | $2.3B |
| Q4 25 | $3.3B | $8.0B | ||
| Q3 25 | $3.2B | $7.8B | ||
| Q2 25 | $3.0B | $7.6B | ||
| Q1 25 | $3.0B | $7.3B | ||
| Q4 24 | $3.1B | $7.2B | ||
| Q3 24 | $3.0B | $7.2B | ||
| Q2 24 | $2.9B | $7.1B | ||
| Q1 24 | $2.8B | $7.1B |
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.87× |
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 | $196.3M | $239.9M |
| Free Cash FlowOCF − Capex | $184.3M | $-64.6M |
| FCF MarginFCF / Revenue | 31.1% | -8.7% |
| Capex IntensityCapex / Revenue | 2.0% | 40.9% |
| Cash ConversionOCF / Net Profit | 1.48× | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.3M | $239.9M | ||
| Q3 25 | $179.2M | $251.1M | ||
| Q2 25 | $182.7M | $195.7M | ||
| Q1 25 | $125.4M | $183.9M | ||
| Q4 24 | $185.2M | $163.1M | ||
| Q3 24 | $178.6M | $151.1M | ||
| Q2 24 | $139.0M | $170.4M | ||
| Q1 24 | $118.9M | $90.4M |
| Q4 25 | $184.3M | $-64.6M | ||
| Q3 25 | $175.7M | $28.6M | ||
| Q2 25 | $163.1M | $-26.3M | ||
| Q1 25 | $114.8M | $41.4M | ||
| Q4 24 | $171.3M | $26.8M | ||
| Q3 24 | $159.2M | $64.0M | ||
| Q2 24 | $102.7M | $26.1M | ||
| Q1 24 | $81.7M | $-66.4M |
| Q4 25 | 31.1% | -8.7% | ||
| Q3 25 | 32.3% | 3.7% | ||
| Q2 25 | 28.5% | -3.5% | ||
| Q1 25 | 21.7% | 5.9% | ||
| Q4 24 | 31.2% | 4.0% | ||
| Q3 24 | 30.7% | 9.2% | ||
| Q2 24 | 18.6% | 3.9% | ||
| Q1 24 | 16.6% | -11.1% |
| Q4 25 | 2.0% | 40.9% | ||
| Q3 25 | 0.6% | 28.4% | ||
| Q2 25 | 3.4% | 29.2% | ||
| Q1 25 | 2.0% | 20.2% | ||
| Q4 24 | 2.5% | 20.6% | ||
| Q3 24 | 3.7% | 12.6% | ||
| Q2 24 | 6.6% | 21.6% | ||
| Q1 24 | 7.6% | 26.3% |
| Q4 25 | 1.48× | 1.95× | ||
| Q3 25 | 1.30× | 2.45× | ||
| Q2 25 | 1.43× | 2.71× | ||
| Q1 25 | 1.01× | 2.41× | ||
| Q4 24 | 1.70× | 4.39× | ||
| Q3 24 | 1.46× | 3.65× | ||
| Q2 24 | 1.05× | 3.23× | ||
| Q1 24 | 0.97× | 3.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
