vs
Side-by-side financial comparison of KILROY REALTY CORP (KRC) and Lovesac Co (LOVE). Click either name above to swap in a different company.
KILROY REALTY CORP is the larger business by last-quarter revenue ($272.2M vs $150.2M, roughly 1.8× Lovesac Co). KILROY REALTY CORP runs the higher net margin — 6.3% vs -7.0%, a 13.3% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -5.0%). KILROY REALTY CORP produced more free cash flow last quarter ($450.3M vs $-10.2M). Over the past eight quarters, KILROY REALTY CORP's revenue compounded faster (-1.2% CAGR vs -22.6%).
Kilroy Realty Corp is a leading U.S. real estate investment trust that develops, owns, and operates premium office, life science, and mixed-use properties primarily across high-growth West Coast markets including Los Angeles, San Francisco, Seattle, and San Diego. It serves tenants across the technology, life sciences, media, and creative sectors, with a core focus on delivering sustainable, future-ready workspaces tailored to modern business needs.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
KRC vs LOVE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $272.2M | $150.2M |
| Net Profit | $17.1M | $-10.6M |
| Gross Margin | — | 56.1% |
| Operating Margin | — | -10.5% |
| Net Margin | 6.3% | -7.0% |
| Revenue YoY | -5.0% | 0.2% |
| Net Profit YoY | -73.7% | -114.0% |
| EPS (diluted) | $0.11 | $-0.72 |
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 | $272.2M | $150.2M | ||
| Q3 25 | $279.7M | $160.5M | ||
| Q2 25 | $289.9M | $138.4M | ||
| Q1 25 | $270.8M | $241.5M | ||
| Q4 24 | $286.4M | $149.9M | ||
| Q3 24 | $289.9M | $156.6M | ||
| Q2 24 | $280.7M | $132.6M | ||
| Q1 24 | $278.6M | $250.5M |
| Q4 25 | $17.1M | $-10.6M | ||
| Q3 25 | $162.3M | $-6.7M | ||
| Q2 25 | $79.6M | $-10.8M | ||
| Q1 25 | $43.7M | $35.3M | ||
| Q4 24 | $65.0M | $-4.9M | ||
| Q3 24 | $57.7M | $-5.9M | ||
| Q2 24 | $54.5M | $-13.0M | ||
| Q1 24 | $55.7M | $31.0M |
| Q4 25 | — | 56.1% | ||
| Q3 25 | — | 56.4% | ||
| Q2 25 | — | 53.7% | ||
| Q1 25 | — | 60.4% | ||
| Q4 24 | — | 58.5% | ||
| Q3 24 | — | 59.0% | ||
| Q2 24 | — | 54.3% | ||
| Q1 24 | — | 59.7% |
| Q4 25 | — | -10.5% | ||
| Q3 25 | — | -5.5% | ||
| Q2 25 | — | -10.8% | ||
| Q1 25 | — | 19.7% | ||
| Q4 24 | — | -5.2% | ||
| Q3 24 | — | -5.3% | ||
| Q2 24 | — | -13.5% | ||
| Q1 24 | — | 16.1% |
| Q4 25 | 6.3% | -7.0% | ||
| Q3 25 | 58.0% | -4.1% | ||
| Q2 25 | 27.4% | -7.8% | ||
| Q1 25 | 16.1% | 14.6% | ||
| Q4 24 | 22.7% | -3.3% | ||
| Q3 24 | 19.9% | -3.7% | ||
| Q2 24 | 19.4% | -9.8% | ||
| Q1 24 | 20.0% | 12.4% |
| Q4 25 | $0.11 | $-0.72 | ||
| Q3 25 | $1.31 | $-0.45 | ||
| Q2 25 | $0.57 | $-0.73 | ||
| Q1 25 | $0.33 | $2.22 | ||
| Q4 24 | $0.50 | $-0.32 | ||
| Q3 24 | $0.44 | $-0.38 | ||
| Q2 24 | $0.41 | $-0.83 | ||
| Q1 24 | $0.42 | $1.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $179.3M | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.4B | $189.3M |
| Total Assets | $10.9B | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $179.3M | $23.7M | ||
| Q3 25 | $372.4M | $34.2M | ||
| Q2 25 | $193.1M | $26.9M | ||
| Q1 25 | $146.7M | $83.7M | ||
| Q4 24 | $165.7M | $61.7M | ||
| Q3 24 | $625.4M | $72.1M | ||
| Q2 24 | $835.9M | $72.4M | ||
| Q1 24 | $855.0M | $87.0M |
| Q4 25 | $5.4B | $189.3M | ||
| Q3 25 | $5.5B | $197.5M | ||
| Q2 25 | $5.4B | $201.2M | ||
| Q1 25 | $5.4B | $216.4M | ||
| Q4 24 | $5.4B | $196.5M | ||
| Q3 24 | $5.4B | $202.1M | ||
| Q2 24 | $5.4B | $205.3M | ||
| Q1 24 | $5.4B | $217.5M |
| Q4 25 | $10.9B | $495.5M | ||
| Q3 25 | $11.0B | $493.7M | ||
| Q2 25 | $10.9B | $483.7M | ||
| Q1 25 | $10.9B | $532.3M | ||
| Q4 24 | $10.9B | $499.7M | ||
| Q3 24 | $11.4B | $481.1M | ||
| Q2 24 | $11.5B | $477.2M | ||
| Q1 24 | $11.6B | $482.2M |
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 | $566.3M | $-4.9M |
| Free Cash FlowOCF − Capex | $450.3M | $-10.2M |
| FCF MarginFCF / Revenue | 165.4% | -6.8% |
| Capex IntensityCapex / Revenue | 42.6% | 3.5% |
| Cash ConversionOCF / Net Profit | 33.10× | — |
| TTM Free Cash FlowTrailing 4 quarters | $833.0M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $566.3M | $-4.9M | ||
| Q3 25 | $176.6M | $12.2M | ||
| Q2 25 | $143.7M | $-41.4M | ||
| Q1 25 | $136.9M | $44.0M | ||
| Q4 24 | $541.1M | $-4.2M | ||
| Q3 24 | $176.3M | $6.2M | ||
| Q2 24 | $88.7M | $-7.0M | ||
| Q1 24 | $167.9M | $56.3M |
| Q4 25 | $450.3M | $-10.2M | ||
| Q3 25 | $148.7M | $7.8M | ||
| Q2 25 | $118.4M | $-50.0M | ||
| Q1 25 | $115.6M | $38.7M | ||
| Q4 24 | $440.8M | $-6.6M | ||
| Q3 24 | $147.2M | $119.0K | ||
| Q2 24 | $69.5M | $-14.3M | ||
| Q1 24 | $151.9M | $49.5M |
| Q4 25 | 165.4% | -6.8% | ||
| Q3 25 | 53.1% | 4.9% | ||
| Q2 25 | 40.9% | -36.1% | ||
| Q1 25 | 42.7% | 16.0% | ||
| Q4 24 | 153.9% | -4.4% | ||
| Q3 24 | 50.8% | 0.1% | ||
| Q2 24 | 24.7% | -10.8% | ||
| Q1 24 | 54.5% | 19.8% |
| Q4 25 | 42.6% | 3.5% | ||
| Q3 25 | 10.0% | 2.7% | ||
| Q2 25 | 8.7% | 6.2% | ||
| Q1 25 | 7.9% | 2.2% | ||
| Q4 24 | 35.0% | 1.6% | ||
| Q3 24 | 10.1% | 3.9% | ||
| Q2 24 | 6.8% | 5.5% | ||
| Q1 24 | 5.7% | 2.7% |
| Q4 25 | 33.10× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.81× | — | ||
| Q1 25 | 3.13× | 1.25× | ||
| Q4 24 | 8.32× | — | ||
| Q3 24 | 3.06× | — | ||
| Q2 24 | 1.63× | — | ||
| Q1 24 | 3.01× | 1.82× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KRC
Segment breakdown not available.
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
