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Side-by-side financial comparison of IMPERIAL OIL LTD (IMO) and Lennar (LEN). Click either name above to swap in a different company.
IMPERIAL OIL LTD is the larger business by last-quarter revenue ($8.2B vs $6.6B, roughly 1.2× Lennar). IMPERIAL OIL LTD runs the higher net margin — 4.4% vs 3.5%, a 0.9% gap on every dollar of revenue. On growth, IMPERIAL OIL LTD posted the faster year-over-year revenue change (-10.5% vs -13.3%). Over the past eight quarters, IMPERIAL OIL LTD's revenue compounded faster (-4.2% CAGR vs -13.1%).
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.
Lennar Corporation is an American home construction company based in Miami-Dade County, Florida. As of 2025, it is the second-largest home construction company in the United States based on the number of homes sold. Lennar has investments in multifamily and single-family residential rental properties, luxury development, property technology with LenX, and mortgage lending from Lennar Mortgage.
IMO vs LEN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $8.2B | $6.6B |
| Net Profit | $359.2M | $229.4M |
| Gross Margin | — | — |
| Operating Margin | 5.6% | — |
| Net Margin | 4.4% | 3.5% |
| Revenue YoY | -10.5% | -13.3% |
| Net Profit YoY | -59.8% | -55.8% |
| EPS (diluted) | — | $0.93 |
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 | — | $6.6B | ||
| Q4 25 | $8.2B | $9.4B | ||
| Q3 25 | $8.8B | $8.8B | ||
| Q2 25 | $8.2B | $8.4B | ||
| Q1 25 | $9.1B | $7.6B | ||
| Q4 24 | $9.2B | $9.9B | ||
| Q3 24 | $9.7B | $9.4B | ||
| Q2 24 | $9.8B | $8.8B |
| Q1 26 | — | $229.4M | ||
| Q4 25 | $359.2M | $490.2M | ||
| Q3 25 | $393.5M | $591.0M | ||
| Q2 25 | $692.8M | $477.4M | ||
| Q1 25 | $940.2M | $519.5M | ||
| Q4 24 | $894.3M | $1.1B | ||
| Q3 24 | $903.0M | $1.2B | ||
| Q2 24 | $827.1M | $954.3M |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 7.3% | ||
| Q3 25 | 5.8% | 9.0% | ||
| Q2 25 | 11.1% | 7.7% | ||
| Q1 25 | 13.5% | 9.1% | ||
| Q4 24 | 12.5% | 14.7% | ||
| Q3 24 | 12.1% | 16.3% | ||
| Q2 24 | 11.1% | 14.4% |
| Q1 26 | — | 3.5% | ||
| Q4 25 | 4.4% | 5.2% | ||
| Q3 25 | 4.5% | 6.7% | ||
| Q2 25 | 8.4% | 5.7% | ||
| Q1 25 | 10.3% | 6.8% | ||
| Q4 24 | 9.7% | 11.0% | ||
| Q3 24 | 9.3% | 12.3% | ||
| Q2 24 | 8.5% | 10.9% |
| Q1 26 | — | $0.93 | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $2.29 | ||
| Q2 25 | — | $1.81 | ||
| Q1 25 | — | $1.96 | ||
| Q4 24 | — | $4.03 | ||
| Q3 24 | — | $4.26 | ||
| Q2 24 | — | $3.45 |
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 | $2.1B |
| Total DebtLower is stronger | $2.9B | — |
| Stockholders' EquityBook value | $16.2B | $21.9B |
| Total Assets | $30.9B | $33.2B |
| Debt / EquityLower = less leverage | 0.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.1B | ||
| Q4 25 | $833.7M | $3.8B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $714.7M | $4.9B | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $5.9B | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.9B | $4.2B | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — |
| Q1 26 | — | $21.9B | ||
| Q4 25 | $16.2B | $22.0B | ||
| Q3 25 | $17.3B | $22.6B | ||
| Q2 25 | $18.2B | $22.6B | ||
| Q1 25 | $17.8B | $22.7B | ||
| Q4 24 | $17.1B | $27.9B | ||
| Q3 24 | $17.3B | $27.4B | ||
| Q2 24 | $17.5B | $26.9B |
| Q1 26 | — | $33.2B | ||
| Q4 25 | $30.9B | $34.4B | ||
| Q3 25 | $31.4B | $34.9B | ||
| Q2 25 | $32.2B | $34.4B | ||
| Q1 25 | $32.0B | $35.0B | ||
| Q4 24 | $31.3B | $41.3B | ||
| Q3 24 | $31.0B | $39.7B | ||
| Q2 24 | $32.2B | $38.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.18× | 0.27× | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.16× | — | ||
| Q1 25 | 0.16× | — | ||
| Q4 24 | 0.17× | 0.15× | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.17× | — |
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 | — |
| Free Cash FlowOCF − Capex | $938.8M | — |
| FCF MarginFCF / Revenue | 11.4% | — |
| Capex IntensityCapex / Revenue | 5.6% | — |
| Cash ConversionOCF / Net Profit | 3.90× | — |
| TTM Free Cash FlowTrailing 4 quarters | $3.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.3B | $-158.6M | ||
| Q2 25 | $1.1B | $-1.1B | ||
| Q1 25 | $1.1B | $-289.0M | ||
| Q4 24 | $1.3B | $974.5M | ||
| Q3 24 | $1.1B | $819.2M | ||
| Q2 24 | $1.2B | $241.8M |
| Q1 26 | — | — | ||
| Q4 25 | $938.8M | $1.7B | ||
| Q3 25 | $944.6M | $-190.8M | ||
| Q2 25 | $725.6M | $-1.1B | ||
| Q1 25 | $824.2M | $-345.1M | ||
| Q4 24 | $997.2M | $933.1M | ||
| Q3 24 | $730.7M | $800.8M | ||
| Q2 24 | $852.6M | $203.0M |
| Q1 26 | — | — | ||
| Q4 25 | 11.4% | 17.9% | ||
| Q3 25 | 10.7% | -2.2% | ||
| Q2 25 | 8.8% | -13.3% | ||
| Q1 25 | 9.0% | -4.5% | ||
| Q4 24 | 10.8% | 9.4% | ||
| Q3 24 | 7.5% | 8.5% | ||
| Q2 24 | 8.7% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 0.9% | ||
| Q3 25 | 4.2% | 0.4% | ||
| Q2 25 | 4.2% | 0.2% | ||
| Q1 25 | 3.2% | 0.7% | ||
| Q4 24 | 3.4% | 0.4% | ||
| Q3 24 | 3.7% | 0.2% | ||
| Q2 24 | 3.4% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.90× | 3.59× | ||
| Q3 25 | 3.34× | -0.27× | ||
| Q2 25 | 1.54× | -2.29× | ||
| Q1 25 | 1.19× | -0.56× | ||
| Q4 24 | 1.46× | 0.89× | ||
| Q3 24 | 1.20× | 0.70× | ||
| Q2 24 | 1.44× | 0.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IMO
Segment breakdown not available.
LEN
| Homebuilding | $6.3B | 95% |
| Financial Services | $215.6M | 3% |
| Multifamily | $82.5M | 1% |
| Lennar Other | $22.9M | 0% |
