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Side-by-side financial comparison of Grocery Outlet Holding Corp. (GO) and LCI INDUSTRIES (LCII). Click either name above to swap in a different company.
Grocery Outlet Holding Corp. is the larger business by last-quarter revenue ($1.2B vs $932.7M, roughly 1.3× LCI INDUSTRIES). LCI INDUSTRIES runs the higher net margin — 2.0% vs -18.5%, a 20.5% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 10.7%). Over the past eight quarters, Grocery Outlet Holding Corp.'s revenue compounded faster (8.3% CAGR vs -1.8%).
Grocery Outlet Holding Corp. is an American discount closeout retailer consisting exclusively of supermarket locations that offer discounted, overstocked, and closeout products from name-brand and private-label suppliers. The company has stores in California, Oregon, Washington, Idaho, Nevada, Maryland, Pennsylvania, New Jersey, Ohio, and Delaware.
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.
GO vs LCII — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $932.7M |
| Net Profit | $-224.9M | $18.7M |
| Gross Margin | 29.7% | 22.1% |
| Operating Margin | — | 3.8% |
| Net Margin | -18.5% | 2.0% |
| Revenue YoY | 10.7% | 16.1% |
| Net Profit YoY | -669.9% | 95.7% |
| EPS (diluted) | $-2.22 | $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 | $1.2B | — | ||
| Q4 25 | — | $932.7M | ||
| Q3 25 | $1.2B | $1.0B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.1B | $803.1M | ||
| Q3 24 | $1.1B | $915.5M | ||
| Q2 24 | $1.1B | $1.1B |
| Q1 26 | $-224.9M | — | ||
| Q4 25 | — | $18.7M | ||
| Q3 25 | $11.6M | $62.5M | ||
| Q2 25 | $5.0M | $57.6M | ||
| Q1 25 | $-23.3M | $49.4M | ||
| Q4 24 | $2.3M | $9.5M | ||
| Q3 24 | $24.2M | $35.6M | ||
| Q2 24 | $14.0M | $61.2M |
| Q1 26 | 29.7% | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | 30.4% | 24.4% | ||
| Q2 25 | 30.6% | 24.4% | ||
| Q1 25 | 30.4% | 24.1% | ||
| Q4 24 | 29.5% | 21.1% | ||
| Q3 24 | 31.1% | 24.0% | ||
| Q2 24 | 30.9% | 25.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | 2.0% | 7.3% | ||
| Q2 25 | 1.1% | 7.9% | ||
| Q1 25 | -2.0% | 7.8% | ||
| Q4 24 | 1.0% | 2.0% | ||
| Q3 24 | 3.6% | 5.9% | ||
| Q2 24 | 2.3% | 8.6% |
| Q1 26 | -18.5% | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | 1.0% | 6.0% | ||
| Q2 25 | 0.4% | 5.2% | ||
| Q1 25 | -2.1% | 4.7% | ||
| Q4 24 | 0.2% | 1.2% | ||
| Q3 24 | 2.2% | 3.9% | ||
| Q2 24 | 1.2% | 5.8% |
| Q1 26 | $-2.22 | — | ||
| Q4 25 | — | $0.79 | ||
| Q3 25 | $0.12 | $2.55 | ||
| Q2 25 | $0.05 | $2.29 | ||
| Q1 25 | $-0.24 | $1.94 | ||
| Q4 24 | $0.03 | $0.37 | ||
| Q3 24 | $0.24 | $1.39 | ||
| Q2 24 | $0.14 | $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 | $69.6M | $222.6M |
| Total DebtLower is stronger | $15.0M | $945.2M |
| Stockholders' EquityBook value | $983.7M | $1.4B |
| Total Assets | $3.1B | $3.2B |
| Debt / EquityLower = less leverage | 0.02× | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $69.6M | — | ||
| Q4 25 | — | $222.6M | ||
| Q3 25 | $52.1M | $199.7M | ||
| Q2 25 | $55.2M | $191.9M | ||
| Q1 25 | $50.9M | $231.2M | ||
| Q4 24 | $62.8M | $165.8M | ||
| Q3 24 | $68.7M | $161.2M | ||
| Q2 24 | $67.1M | $130.4M |
| Q1 26 | $15.0M | — | ||
| Q4 25 | — | $945.2M | ||
| Q3 25 | $500.3M | $947.8M | ||
| Q2 25 | $473.9M | $948.0M | ||
| Q1 25 | $475.7M | $938.3M | ||
| Q4 24 | $477.5M | $757.3M | ||
| Q3 24 | $429.3M | $822.5M | ||
| Q2 24 | $379.2M | $829.7M |
| Q1 26 | $983.7M | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B |
| Q1 26 | $3.1B | — | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $3.3B | $3.1B | ||
| Q4 24 | $3.2B | $2.9B | ||
| Q3 24 | $3.1B | $3.0B | ||
| Q2 24 | $3.1B | $3.0B |
| Q1 26 | 0.02× | — | ||
| Q4 25 | — | 0.69× | ||
| Q3 25 | 0.42× | 0.70× | ||
| Q2 25 | 0.40× | 0.68× | ||
| Q1 25 | 0.40× | 0.69× | ||
| Q4 24 | 0.40× | 0.55× | ||
| Q3 24 | 0.35× | 0.58× | ||
| Q2 24 | 0.31× | 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 | $222.1M | $78.9M |
| Free Cash FlowOCF − Capex | — | $64.3M |
| FCF MarginFCF / Revenue | — | 6.9% |
| Capex IntensityCapex / Revenue | — | 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 | $222.1M | — | ||
| Q4 25 | — | $78.9M | ||
| Q3 25 | $17.3M | $97.2M | ||
| Q2 25 | $73.6M | $112.2M | ||
| Q1 25 | $58.9M | $42.7M | ||
| Q4 24 | $39.5M | $106.6M | ||
| Q3 24 | $23.0M | $78.4M | ||
| Q2 24 | $41.6M | $192.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $64.3M | ||
| Q3 25 | $-21.6M | $80.9M | ||
| Q2 25 | $14.4M | $99.5M | ||
| Q1 25 | $-1.5M | $33.7M | ||
| Q4 24 | $-19.6M | $95.7M | ||
| Q3 24 | $-19.3M | $68.3M | ||
| Q2 24 | $2.7M | $180.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | -1.8% | 7.8% | ||
| Q2 25 | 1.2% | 9.0% | ||
| Q1 25 | -0.1% | 3.2% | ||
| Q4 24 | -1.8% | 11.9% | ||
| Q3 24 | -1.7% | 7.5% | ||
| Q2 24 | 0.2% | 17.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 3.3% | 1.6% | ||
| Q2 25 | 5.0% | 1.2% | ||
| Q1 25 | 5.4% | 0.9% | ||
| Q4 24 | 5.4% | 1.4% | ||
| Q3 24 | 3.8% | 1.1% | ||
| Q2 24 | 3.4% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.22× | ||
| Q3 25 | 1.49× | 1.55× | ||
| Q2 25 | 14.84× | 1.95× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | 17.09× | 11.17× | ||
| Q3 24 | 0.95× | 2.20× | ||
| Q2 24 | 2.97× | 3.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GO
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% |
