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Side-by-side financial comparison of Coca-Cola Company (The) (KO) and LEAR CORP (LEA). Click either name above to swap in a different company.
Coca-Cola Company (The) is the larger business by last-quarter revenue ($11.8B vs $5.8B, roughly 2.0× LEAR CORP). Coca-Cola Company (The) runs the higher net margin — 19.2% vs 3.0%, a 16.3% gap on every dollar of revenue. On growth, LEAR CORP posted the faster year-over-year revenue change (4.7% vs 2.4%). Coca-Cola Company (The) produced more free cash flow last quarter ($2.9B vs $-26.5M). Over the past eight quarters, Coca-Cola Company (The)'s revenue compounded faster (2.3% CAGR vs -1.6%).
The Coca-Cola Company is an American multinational corporation founded in 1892 headquartered in Atlanta, Georgia. It manufactures, sells and markets soft drinks including Coca-Cola, other non-alcoholic beverage concentrates and syrups, and alcoholic beverages. Its stock is listed on the New York Stock Exchange and is a component of the DJIA and the S&P 500 and S&P 100 indices.
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.
KO vs LEA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $11.8B | $5.8B |
| Net Profit | $2.3B | $172.3M |
| Gross Margin | 60.0% | 7.7% |
| Operating Margin | 15.6% | — |
| Net Margin | 19.2% | 3.0% |
| Revenue YoY | 2.4% | 4.7% |
| Net Profit YoY | 3.5% | 113.5% |
| EPS (diluted) | $0.53 | $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 | $11.8B | $6.0B | ||
| Q3 25 | $12.5B | $5.7B | ||
| Q2 25 | $12.5B | $6.0B | ||
| Q1 25 | $11.1B | $5.6B | ||
| Q4 24 | $11.5B | $5.7B | ||
| Q3 24 | $11.9B | $5.6B | ||
| Q2 24 | $12.4B | $6.0B |
| Q1 26 | — | $172.3M | ||
| Q4 25 | $2.3B | $82.7M | ||
| Q3 25 | $3.7B | $108.2M | ||
| Q2 25 | $3.8B | $165.2M | ||
| Q1 25 | $3.3B | $80.7M | ||
| Q4 24 | $2.2B | $88.1M | ||
| Q3 24 | $2.8B | $135.8M | ||
| Q2 24 | $2.4B | $173.1M |
| Q1 26 | — | 7.7% | ||
| Q4 25 | 60.0% | 5.7% | ||
| Q3 25 | 61.5% | 6.4% | ||
| Q2 25 | 62.4% | 7.3% | ||
| Q1 25 | 62.6% | 6.5% | ||
| Q4 24 | 60.0% | 6.8% | ||
| Q3 24 | 60.7% | 7.3% | ||
| Q2 24 | 61.1% | 7.5% |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 2.6% | ||
| Q3 25 | 32.0% | 3.4% | ||
| Q2 25 | 34.1% | 4.1% | ||
| Q1 25 | 32.9% | 3.3% | ||
| Q4 24 | 23.5% | 3.7% | ||
| Q3 24 | 21.2% | 3.9% | ||
| Q2 24 | 21.3% | 4.3% |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 19.2% | 1.4% | ||
| Q3 25 | 29.7% | 1.9% | ||
| Q2 25 | 30.4% | 2.7% | ||
| Q1 25 | 29.9% | 1.5% | ||
| Q4 24 | 19.0% | 1.5% | ||
| Q3 24 | 24.0% | 2.4% | ||
| Q2 24 | 19.5% | 2.9% |
| Q1 26 | — | $3.34 | ||
| Q4 25 | $0.53 | $1.58 | ||
| Q3 25 | $0.86 | $2.02 | ||
| Q2 25 | $0.88 | $3.06 | ||
| Q1 25 | $0.77 | $1.49 | ||
| Q4 24 | $0.50 | $1.64 | ||
| Q3 24 | $0.66 | $2.41 | ||
| Q2 24 | $0.56 | $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 | $10.3B | $881.9M |
| Total DebtLower is stronger | $42.1B | $2.7B |
| Stockholders' EquityBook value | $32.2B | $5.3B |
| Total Assets | $104.8B | $15.5B |
| Debt / EquityLower = less leverage | 1.31× | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $881.9M | ||
| Q4 25 | $10.3B | $1.0B | ||
| Q3 25 | $12.7B | $1.0B | ||
| Q2 25 | $9.6B | $887.9M | ||
| Q1 25 | $8.4B | $779.9M | ||
| Q4 24 | $10.8B | $1.1B | ||
| Q3 24 | $13.9B | $763.9M | ||
| Q2 24 | $13.7B | $950.3M |
| Q1 26 | — | $2.7B | ||
| Q4 25 | $42.1B | $2.7B | ||
| Q3 25 | $43.2B | $2.8B | ||
| Q2 25 | $45.0B | $2.8B | ||
| Q1 25 | $43.5B | $2.7B | ||
| Q4 24 | $42.4B | $2.7B | ||
| Q3 24 | $43.0B | $2.8B | ||
| Q2 24 | $38.1B | $2.7B |
| Q1 26 | — | $5.3B | ||
| Q4 25 | $32.2B | $5.0B | ||
| Q3 25 | $31.2B | $5.1B | ||
| Q2 25 | $28.6B | $5.1B | ||
| Q1 25 | $26.2B | $4.7B | ||
| Q4 24 | $24.9B | $4.5B | ||
| Q3 24 | $26.5B | $4.8B | ||
| Q2 24 | $25.9B | $4.8B |
| Q1 26 | — | $15.5B | ||
| Q4 25 | $104.8B | $14.8B | ||
| Q3 25 | $106.0B | $15.2B | ||
| Q2 25 | $104.3B | $15.3B | ||
| Q1 25 | $101.7B | $14.6B | ||
| Q4 24 | $100.5B | $14.0B | ||
| Q3 24 | $106.3B | $14.8B | ||
| Q2 24 | $101.2B | $14.7B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.31× | 0.54× | ||
| Q3 25 | 1.38× | 0.54× | ||
| Q2 25 | 1.57× | 0.54× | ||
| Q1 25 | 1.66× | 0.59× | ||
| Q4 24 | 1.70× | 0.61× | ||
| Q3 24 | 1.62× | 0.58× | ||
| Q2 24 | 1.47× | 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 | $3.8B | $98.1M |
| Free Cash FlowOCF − Capex | $2.9B | $-26.5M |
| FCF MarginFCF / Revenue | 24.3% | -0.5% |
| Capex IntensityCapex / Revenue | 7.5% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.65× | 0.57× |
| TTM Free Cash FlowTrailing 4 quarters | $5.3B | $732.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $98.1M | ||
| Q4 25 | $3.8B | $475.9M | ||
| Q3 25 | $5.0B | $444.4M | ||
| Q2 25 | $3.8B | $296.2M | ||
| Q1 25 | $-5.2B | $-127.7M | ||
| Q4 24 | $4.0B | $680.8M | ||
| Q3 24 | $-1.3B | $182.7M | ||
| Q2 24 | $3.6B | $291.2M |
| Q1 26 | — | $-26.5M | ||
| Q4 25 | $2.9B | $281.1M | ||
| Q3 25 | $4.6B | $307.0M | ||
| Q2 25 | $3.4B | $170.8M | ||
| Q1 25 | $-5.5B | $-231.7M | ||
| Q4 24 | $3.1B | $488.7M | ||
| Q3 24 | $-1.7B | $50.5M | ||
| Q2 24 | $3.2B | $170.4M |
| Q1 26 | — | -0.5% | ||
| Q4 25 | 24.3% | 4.7% | ||
| Q3 25 | 36.6% | 5.4% | ||
| Q2 25 | 26.9% | 2.8% | ||
| Q1 25 | -49.5% | -4.2% | ||
| Q4 24 | 27.3% | 8.6% | ||
| Q3 24 | -14.6% | 0.9% | ||
| Q2 24 | 25.6% | 2.8% |
| Q1 26 | — | 2.1% | ||
| Q4 25 | 7.5% | 3.3% | ||
| Q3 25 | 3.8% | 2.4% | ||
| Q2 25 | 3.5% | 2.1% | ||
| Q1 25 | 2.8% | 1.9% | ||
| Q4 24 | 7.0% | 3.4% | ||
| Q3 24 | 4.0% | 2.4% | ||
| Q2 24 | 3.4% | 2.0% |
| Q1 26 | — | 0.57× | ||
| Q4 25 | 1.65× | 5.75× | ||
| Q3 25 | 1.36× | 4.11× | ||
| Q2 25 | 1.00× | 1.79× | ||
| Q1 25 | -1.56× | -1.58× | ||
| Q4 24 | 1.80× | 7.73× | ||
| Q3 24 | -0.44× | 1.35× | ||
| Q2 24 | 1.49× | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KO
| Other | $7.0B | 59% |
| Finished Product Operations | $2.4B | 21% |
| Concentrate Operations | $2.4B | 20% |
LEA
| Seating | $4.4B | 76% |
| E-Systems | $1.4B | 24% |
