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Side-by-side financial comparison of KKR & Co. (KKR) and LEAR CORP (LEA). Click either name above to swap in a different company.
LEAR CORP is the larger business by last-quarter revenue ($5.8B vs $5.7B, roughly 1.0× KKR & Co.). KKR & Co. runs the higher net margin — 20.0% vs 3.0%, a 17.0% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs 4.7%). Over the past eight quarters, LEAR CORP's revenue compounded faster (-1.6% CAGR vs -22.9%).
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global private equity and investment company. As of December 31, 2024, the firm had completed 770 private-equity investments with approximately $790 billion of total enterprise value. Its assets under management (AUM) and fee paying assets under management (FPAUM) were $553 billion and $446 billion, respectively.
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.
KKR vs LEA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.7B | $5.8B |
| Net Profit | $1.1B | $172.3M |
| Gross Margin | — | 7.7% |
| Operating Margin | 45.3% | — |
| Net Margin | 20.0% | 3.0% |
| Revenue YoY | 76.1% | 4.7% |
| Net Profit YoY | 1.8% | 113.5% |
| EPS (diluted) | — | $3.34 |
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 | — | $5.8B | ||
| Q4 25 | $5.7B | $6.0B | ||
| Q3 25 | $5.5B | $5.7B | ||
| Q2 25 | $5.1B | $6.0B | ||
| Q1 25 | $3.1B | $5.6B | ||
| Q4 24 | $3.3B | $5.7B | ||
| Q3 24 | $4.8B | $5.6B | ||
| Q2 24 | $4.2B | $6.0B |
| Q1 26 | — | $172.3M | ||
| Q4 25 | $1.1B | $82.7M | ||
| Q3 25 | $900.4M | $108.2M | ||
| Q2 25 | $510.1M | $165.2M | ||
| Q1 25 | $-185.9M | $80.7M | ||
| Q4 24 | $1.1B | $88.1M | ||
| Q3 24 | $600.5M | $135.8M | ||
| Q2 24 | $667.9M | $173.1M |
| Q1 26 | — | 7.7% | ||
| 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 26 | — | — | ||
| Q4 25 | 45.3% | 2.6% | ||
| Q3 25 | 39.8% | 3.4% | ||
| Q2 25 | 30.0% | 4.1% | ||
| Q1 25 | 24.8% | 3.3% | ||
| Q4 24 | 50.4% | 3.7% | ||
| Q3 24 | 34.3% | 3.9% | ||
| Q2 24 | 29.0% | 4.3% |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 20.0% | 1.4% | ||
| Q3 25 | 16.3% | 1.9% | ||
| Q2 25 | 10.0% | 2.7% | ||
| Q1 25 | -6.0% | 1.5% | ||
| Q4 24 | 34.5% | 1.5% | ||
| Q3 24 | 12.5% | 2.4% | ||
| Q2 24 | 16.0% | 2.9% |
| Q1 26 | — | $3.34 | ||
| 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 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $881.9M |
| Total DebtLower is stronger | — | $2.7B |
| Stockholders' EquityBook value | $30.9B | $5.3B |
| Total Assets | $410.1B | $15.5B |
| Debt / EquityLower = less leverage | — | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $881.9M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $887.9M | ||
| Q1 25 | — | $779.9M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $763.9M | ||
| Q2 24 | — | $950.3M |
| Q1 26 | — | $2.7B | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.7B |
| Q1 26 | — | $5.3B | ||
| Q4 25 | $30.9B | $5.0B | ||
| Q3 25 | $29.7B | $5.1B | ||
| Q2 25 | $28.2B | $5.1B | ||
| Q1 25 | $27.5B | $4.7B | ||
| Q4 24 | $23.7B | $4.5B | ||
| Q3 24 | $24.1B | $4.8B | ||
| Q2 24 | $21.7B | $4.8B |
| Q1 26 | — | $15.5B | ||
| Q4 25 | $410.1B | $14.8B | ||
| Q3 25 | $398.5B | $15.2B | ||
| Q2 25 | $380.9B | $15.3B | ||
| Q1 25 | $372.4B | $14.6B | ||
| Q4 24 | $360.1B | $14.0B | ||
| Q3 24 | $360.7B | $14.8B | ||
| Q2 24 | $348.5B | $14.7B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.54× | ||
| Q1 25 | — | 0.59× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.57× |
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 | $-4.9B | $98.1M |
| Free Cash FlowOCF − Capex | — | $-26.5M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | -4.28× | 0.57× |
| TTM Free Cash FlowTrailing 4 quarters | — | $732.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $98.1M | ||
| Q4 25 | $-4.9B | $475.9M | ||
| Q3 25 | $2.4B | $444.4M | ||
| Q2 25 | $438.8M | $296.2M | ||
| Q1 25 | $2.5B | $-127.7M | ||
| Q4 24 | $-111.7M | $680.8M | ||
| Q3 24 | $1.9B | $182.7M | ||
| Q2 24 | $3.4B | $291.2M |
| Q1 26 | — | $-26.5M | ||
| Q4 25 | — | $281.1M | ||
| Q3 25 | — | $307.0M | ||
| Q2 25 | — | $170.8M | ||
| Q1 25 | — | $-231.7M | ||
| Q4 24 | — | $488.7M | ||
| Q3 24 | — | $50.5M | ||
| Q2 24 | — | $170.4M |
| Q1 26 | — | -0.5% | ||
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | -4.2% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 2.8% |
| Q1 26 | — | 2.1% | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 2.0% |
| Q1 26 | — | 0.57× | ||
| Q4 25 | -4.28× | 5.75× | ||
| Q3 25 | 2.65× | 4.11× | ||
| Q2 25 | 0.86× | 1.79× | ||
| Q1 25 | — | -1.58× | ||
| Q4 24 | -0.10× | 7.73× | ||
| Q3 24 | 3.12× | 1.35× | ||
| Q2 24 | 5.03× | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KKR
| Insurance Segment | $3.5B | 61% |
| Asset Management1 | $703.7M | 12% |
| Transaction Fee | $512.0M | 9% |
| Transaction And Monitoring Fees | $268.7M | 5% |
| Fee Credit | $230.1M | 4% |
| Other | $201.5M | 4% |
| Fixed Annuity | $77.0M | 1% |
| Asset Management Segment | $56.9M | 1% |
| Monitoring Fee | $53.5M | 1% |
| Investment Advice | $40.6M | 1% |
| Fee Related Performance | $33.6M | 1% |
| Interest Sensitive Life | $21.7M | 0% |
| Incentive Fee | $11.0M | 0% |
LEA
| Seating | $4.4B | 76% |
| E-Systems | $1.4B | 24% |
