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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and Lineage, Inc. (LINE). Click either name above to swap in a different company.
Lineage, Inc. is the larger business by last-quarter revenue ($1.4B vs $932.7M, roughly 1.5× LCI INDUSTRIES). LCI INDUSTRIES runs the higher net margin — 2.0% vs -7.3%, a 9.3% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 3.1%). LCI INDUSTRIES produced more free cash flow last quarter ($64.3M vs $35.0M).
Lucky Core Industries Limited, formerly known as ICI Pakistan, is a Pakistani conglomerate company headquartered in Karachi. It manufactures polyester, pharmaceutical, agrochemical, soda ash, and veterinary medicine.
Norwegian Cruise Line Holdings (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company listed on the New York Stock Exchange.
LCII vs LINE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $1.4B |
| Net Profit | $18.7M | $-100.0M |
| Gross Margin | 22.1% | 32.3% |
| Operating Margin | 3.8% | 2.5% |
| Net Margin | 2.0% | -7.3% |
| Revenue YoY | 16.1% | 3.1% |
| Net Profit YoY | 95.7% | 79.4% |
| EPS (diluted) | $0.79 | $-0.44 |
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 | $932.7M | — | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $803.1M | $1.3B | ||
| Q3 24 | $915.5M | $1.3B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $968.0M | $1.3B |
| Q4 25 | $18.7M | — | ||
| Q3 25 | $62.5M | $-100.0M | ||
| Q2 25 | $57.6M | $-6.0M | ||
| Q1 25 | $49.4M | $0 | ||
| Q4 24 | $9.5M | $-71.0M | ||
| Q3 24 | $35.6M | $-485.0M | ||
| Q2 24 | $61.2M | $-68.0M | ||
| Q1 24 | $36.5M | $-40.0M |
| Q4 25 | 22.1% | — | ||
| Q3 25 | 24.4% | 32.3% | ||
| Q2 25 | 24.4% | 31.9% | ||
| Q1 25 | 24.1% | 32.2% | ||
| Q4 24 | 21.1% | 32.3% | ||
| Q3 24 | 24.0% | 32.8% | ||
| Q2 24 | 25.3% | 33.4% | ||
| Q1 24 | 23.1% | 33.4% |
| Q4 25 | 3.8% | — | ||
| Q3 25 | 7.3% | 2.5% | ||
| Q2 25 | 7.9% | 1.7% | ||
| Q1 25 | 7.8% | 4.3% | ||
| Q4 24 | 2.0% | -1.6% | ||
| Q3 24 | 5.9% | -38.6% | ||
| Q2 24 | 8.6% | 5.5% | ||
| Q1 24 | 6.0% | 7.6% |
| Q4 25 | 2.0% | — | ||
| Q3 25 | 6.0% | -7.3% | ||
| Q2 25 | 5.2% | -0.4% | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 1.2% | -5.3% | ||
| Q3 24 | 3.9% | -36.3% | ||
| Q2 24 | 5.8% | -5.1% | ||
| Q1 24 | 3.8% | -3.0% |
| Q4 25 | $0.79 | — | ||
| Q3 25 | $2.55 | $-0.44 | ||
| Q2 25 | $2.29 | $-0.03 | ||
| Q1 25 | $1.94 | $0.01 | ||
| Q4 24 | $0.37 | $-0.52 | ||
| Q3 24 | $1.39 | $-2.44 | ||
| Q2 24 | $2.40 | $-0.46 | ||
| Q1 24 | $1.44 | $-0.28 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $222.6M | — |
| Total DebtLower is stronger | $945.2M | — |
| Stockholders' EquityBook value | $1.4B | $8.4B |
| Total Assets | $3.2B | $19.2B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | — | ||
| Q3 25 | $199.7M | — | ||
| Q2 25 | $191.9M | — | ||
| Q1 25 | $231.2M | — | ||
| Q4 24 | $165.8M | $173.0M | ||
| Q3 24 | $161.2M | $409.0M | ||
| Q2 24 | $130.4M | $73.0M | ||
| Q1 24 | $22.6M | — |
| Q4 25 | $945.2M | — | ||
| Q3 25 | $947.8M | — | ||
| Q2 25 | $948.0M | — | ||
| Q1 25 | $938.3M | — | ||
| Q4 24 | $757.3M | — | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — | ||
| Q1 24 | $855.3M | — |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $8.4B | ||
| Q2 25 | $1.4B | $8.6B | ||
| Q1 25 | $1.4B | $8.6B | ||
| Q4 24 | $1.4B | $8.6B | ||
| Q3 24 | $1.4B | $9.0B | ||
| Q2 24 | $1.4B | $4.9B | ||
| Q1 24 | $1.4B | $5.6B |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.2B | $19.2B | ||
| Q2 25 | $3.2B | $19.4B | ||
| Q1 25 | $3.1B | $18.8B | ||
| Q4 24 | $2.9B | $18.7B | ||
| Q3 24 | $3.0B | $19.3B | ||
| Q2 24 | $3.0B | $18.8B | ||
| Q1 24 | $3.0B | — |
| Q4 25 | 0.69× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.55× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.60× | — | ||
| Q1 24 | 0.63× | — |
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 | $78.9M | $230.0M |
| Free Cash FlowOCF − Capex | $64.3M | $35.0M |
| FCF MarginFCF / Revenue | 6.9% | 2.5% |
| Capex IntensityCapex / Revenue | 1.6% | 14.2% |
| Cash ConversionOCF / Net Profit | 4.22× | — |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | — | ||
| Q3 25 | $97.2M | $230.0M | ||
| Q2 25 | $112.2M | $258.0M | ||
| Q1 25 | $42.7M | $139.0M | ||
| Q4 24 | $106.6M | — | ||
| Q3 24 | $78.4M | $186.0M | ||
| Q2 24 | $192.9M | $155.0M | ||
| Q1 24 | $-7.7M | $105.0M |
| Q4 25 | $64.3M | — | ||
| Q3 25 | $80.9M | $35.0M | ||
| Q2 25 | $99.5M | $95.0M | ||
| Q1 25 | $33.7M | $-12.0M | ||
| Q4 24 | $95.7M | — | ||
| Q3 24 | $68.3M | $33.0M | ||
| Q2 24 | $180.2M | $-31.0M | ||
| Q1 24 | $-16.3M | $-42.0M |
| Q4 25 | 6.9% | — | ||
| Q3 25 | 7.8% | 2.5% | ||
| Q2 25 | 9.0% | 7.0% | ||
| Q1 25 | 3.2% | -0.9% | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 7.5% | 2.5% | ||
| Q2 24 | 17.1% | -2.3% | ||
| Q1 24 | -1.7% | -3.2% |
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.6% | 14.2% | ||
| Q2 25 | 1.2% | 12.1% | ||
| Q1 25 | 0.9% | 11.7% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.1% | 11.5% | ||
| Q2 24 | 1.2% | 13.9% | ||
| Q1 24 | 0.9% | 11.1% |
| Q4 25 | 4.22× | — | ||
| Q3 25 | 1.55× | — | ||
| Q2 25 | 1.95× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 11.17× | — | ||
| Q3 24 | 2.20× | — | ||
| Q2 24 | 3.15× | — | ||
| Q1 24 | -0.21× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 0% |
