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Side-by-side financial comparison of IMPERIAL OIL LTD (IMO) and LEAR CORP (LEA). Click either name above to swap in a different company.
IMPERIAL OIL LTD is the larger business by last-quarter revenue ($8.2B vs $6.0B, roughly 1.4× LEAR CORP). IMPERIAL OIL LTD runs the higher net margin — 4.4% vs 1.4%, a 3.0% gap on every dollar of revenue. On growth, LEAR CORP posted the faster year-over-year revenue change (4.8% vs -10.5%). IMPERIAL OIL LTD produced more free cash flow last quarter ($938.8M vs $281.1M). Over the past eight quarters, LEAR CORP's revenue compounded faster (-0.1% CAGR vs -4.2%).
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
Lear Corporation is an American company that manufactures automotive seating and electrical systems. In 2019, it ranked #147 and in 2018, it ranked #148 on the Fortune 500 list.
IMO vs LEA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $8.2B | $6.0B |
| Net Profit | $359.2M | $82.7M |
| Gross Margin | — | 5.7% |
| Operating Margin | 5.6% | 2.6% |
| Net Margin | 4.4% | 1.4% |
| Revenue YoY | -10.5% | 4.8% |
| Net Profit YoY | -59.8% | -6.1% |
| EPS (diluted) | — | $1.58 |
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 | $8.2B | $6.0B | ||
| Q3 25 | $8.8B | $5.7B | ||
| Q2 25 | $8.2B | $6.0B | ||
| Q1 25 | $9.1B | $5.6B | ||
| Q4 24 | $9.2B | $5.7B | ||
| Q3 24 | $9.7B | $5.6B | ||
| Q2 24 | $9.8B | $6.0B | ||
| Q1 24 | $9.0B | $6.0B |
| Q4 25 | $359.2M | $82.7M | ||
| Q3 25 | $393.5M | $108.2M | ||
| Q2 25 | $692.8M | $165.2M | ||
| Q1 25 | $940.2M | $80.7M | ||
| Q4 24 | $894.3M | $88.1M | ||
| Q3 24 | $903.0M | $135.8M | ||
| Q2 24 | $827.1M | $173.1M | ||
| Q1 24 | $872.4M | $109.6M |
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 7.5% | ||
| Q1 24 | — | 6.6% |
| Q4 25 | 5.6% | 2.6% | ||
| Q3 25 | 5.8% | 3.4% | ||
| Q2 25 | 11.1% | 4.1% | ||
| Q1 25 | 13.5% | 3.3% | ||
| Q4 24 | 12.5% | 3.7% | ||
| Q3 24 | 12.1% | 3.9% | ||
| Q2 24 | 11.1% | 4.3% | ||
| Q1 24 | 12.8% | 3.3% |
| Q4 25 | 4.4% | 1.4% | ||
| Q3 25 | 4.5% | 1.9% | ||
| Q2 25 | 8.4% | 2.7% | ||
| Q1 25 | 10.3% | 1.5% | ||
| Q4 24 | 9.7% | 1.5% | ||
| Q3 24 | 9.3% | 2.4% | ||
| Q2 24 | 8.5% | 2.9% | ||
| Q1 24 | 9.7% | 1.8% |
| Q4 25 | — | $1.58 | ||
| Q3 25 | — | $2.02 | ||
| Q2 25 | — | $3.06 | ||
| Q1 25 | — | $1.49 | ||
| Q4 24 | — | $1.64 | ||
| Q3 24 | — | $2.41 | ||
| Q2 24 | — | $3.02 | ||
| Q1 24 | — | $1.90 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $833.7M | $1.0B |
| Total DebtLower is stronger | $2.9B | $2.7B |
| Stockholders' EquityBook value | $16.2B | $5.0B |
| Total Assets | $30.9B | $14.8B |
| Debt / EquityLower = less leverage | 0.18× | 0.54× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $833.7M | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.7B | $887.9M | ||
| Q1 25 | $1.3B | $779.9M | ||
| Q4 24 | $714.7M | $1.1B | ||
| Q3 24 | $1.1B | $763.9M | ||
| Q2 24 | $1.5B | $950.3M | ||
| Q1 24 | $858.5M | $930.4M |
| Q4 25 | $2.9B | $2.7B | ||
| Q3 25 | $2.9B | $2.8B | ||
| Q2 25 | $2.9B | $2.8B | ||
| Q1 25 | $2.9B | $2.7B | ||
| Q4 24 | $2.9B | $2.7B | ||
| Q3 24 | $2.9B | $2.8B | ||
| Q2 24 | $2.9B | $2.7B | ||
| Q1 24 | $2.9B | $2.7B |
| Q4 25 | $16.2B | $5.0B | ||
| Q3 25 | $17.3B | $5.1B | ||
| Q2 25 | $18.2B | $5.1B | ||
| Q1 25 | $17.8B | $4.7B | ||
| Q4 24 | $17.1B | $4.5B | ||
| Q3 24 | $17.3B | $4.8B | ||
| Q2 24 | $17.5B | $4.8B | ||
| Q1 24 | $16.9B | $4.9B |
| Q4 25 | $30.9B | $14.8B | ||
| Q3 25 | $31.4B | $15.2B | ||
| Q2 25 | $32.2B | $15.3B | ||
| Q1 25 | $32.0B | $14.6B | ||
| Q4 24 | $31.3B | $14.0B | ||
| Q3 24 | $31.0B | $14.8B | ||
| Q2 24 | $32.2B | $14.7B | ||
| Q1 24 | $31.0B | $14.9B |
| Q4 25 | 0.18× | 0.54× | ||
| Q3 25 | 0.17× | 0.54× | ||
| Q2 25 | 0.16× | 0.54× | ||
| Q1 25 | 0.16× | 0.59× | ||
| Q4 24 | 0.17× | 0.61× | ||
| Q3 24 | 0.17× | 0.58× | ||
| Q2 24 | 0.17× | 0.57× | ||
| Q1 24 | 0.17× | 0.56× |
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 | $1.4B | $475.9M |
| Free Cash FlowOCF − Capex | $938.8M | $281.1M |
| FCF MarginFCF / Revenue | 11.4% | 4.7% |
| Capex IntensityCapex / Revenue | 5.6% | 3.3% |
| Cash ConversionOCF / Net Profit | 3.90× | 5.75× |
| TTM Free Cash FlowTrailing 4 quarters | $3.4B | $527.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.4B | $475.9M | ||
| Q3 25 | $1.3B | $444.4M | ||
| Q2 25 | $1.1B | $296.2M | ||
| Q1 25 | $1.1B | $-127.7M | ||
| Q4 24 | $1.3B | $680.8M | ||
| Q3 24 | $1.1B | $182.7M | ||
| Q2 24 | $1.2B | $291.2M | ||
| Q1 24 | $785.5M | $-34.6M |
| Q4 25 | $938.8M | $281.1M | ||
| Q3 25 | $944.6M | $307.0M | ||
| Q2 25 | $725.6M | $170.8M | ||
| Q1 25 | $824.2M | $-231.7M | ||
| Q4 24 | $997.2M | $488.7M | ||
| Q3 24 | $730.7M | $50.5M | ||
| Q2 24 | $852.6M | $170.4M | ||
| Q1 24 | $422.7M | $-148.2M |
| Q4 25 | 11.4% | 4.7% | ||
| Q3 25 | 10.7% | 5.4% | ||
| Q2 25 | 8.8% | 2.8% | ||
| Q1 25 | 9.0% | -4.2% | ||
| Q4 24 | 10.8% | 8.6% | ||
| Q3 24 | 7.5% | 0.9% | ||
| Q2 24 | 8.7% | 2.8% | ||
| Q1 24 | 4.7% | -2.5% |
| Q4 25 | 5.6% | 3.3% | ||
| Q3 25 | 4.2% | 2.4% | ||
| Q2 25 | 4.2% | 2.1% | ||
| Q1 25 | 3.2% | 1.9% | ||
| Q4 24 | 3.4% | 3.4% | ||
| Q3 24 | 3.7% | 2.4% | ||
| Q2 24 | 3.4% | 2.0% | ||
| Q1 24 | 4.0% | 1.9% |
| Q4 25 | 3.90× | 5.75× | ||
| Q3 25 | 3.34× | 4.11× | ||
| Q2 25 | 1.54× | 1.79× | ||
| Q1 25 | 1.19× | -1.58× | ||
| Q4 24 | 1.46× | 7.73× | ||
| Q3 24 | 1.20× | 1.35× | ||
| Q2 24 | 1.44× | 1.68× | ||
| Q1 24 | 0.90× | -0.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IMO
Segment breakdown not available.
LEA
| Other | $3.5B | 59% |
| Seating Segment | $1.9B | 32% |
| E Systems Segment | $520.6M | 9% |
