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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and Microchip Technology (MCHP). Click either name above to swap in a different company.
Microchip Technology is the larger business by last-quarter revenue ($1.2B vs $932.7M, roughly 1.3× LCI INDUSTRIES). Microchip Technology runs the higher net margin — 5.3% vs 2.0%, a 3.3% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 15.6%). Microchip Technology produced more free cash flow last quarter ($318.9M vs $64.3M). Over the past eight quarters, LCI INDUSTRIES's revenue compounded faster (-1.8% CAGR vs -5.4%).
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.
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
LCII vs MCHP — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $1.2B |
| Net Profit | $18.7M | $62.7M |
| Gross Margin | 22.1% | 59.6% |
| Operating Margin | 3.8% | 12.8% |
| Net Margin | 2.0% | 5.3% |
| Revenue YoY | 16.1% | 15.6% |
| Net Profit YoY | 95.7% | 217.0% |
| EPS (diluted) | $0.79 | $0.06 |
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 | $1.2B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.0B | $970.5M | ||
| Q4 24 | $803.1M | $1.0B | ||
| Q3 24 | $915.5M | $1.2B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $968.0M | $1.3B |
| Q4 25 | $18.7M | $62.7M | ||
| Q3 25 | $62.5M | $41.7M | ||
| Q2 25 | $57.6M | $-18.6M | ||
| Q1 25 | $49.4M | $-154.6M | ||
| Q4 24 | $9.5M | $-53.6M | ||
| Q3 24 | $35.6M | $78.4M | ||
| Q2 24 | $61.2M | $129.3M | ||
| Q1 24 | $36.5M | $154.7M |
| Q4 25 | 22.1% | 59.6% | ||
| Q3 25 | 24.4% | 55.9% | ||
| Q2 25 | 24.4% | 53.6% | ||
| Q1 25 | 24.1% | 51.6% | ||
| Q4 24 | 21.1% | 54.7% | ||
| Q3 24 | 24.0% | 57.4% | ||
| Q2 24 | 25.3% | 59.4% | ||
| Q1 24 | 23.1% | 59.6% |
| Q4 25 | 3.8% | 12.8% | ||
| Q3 25 | 7.3% | 7.8% | ||
| Q2 25 | 7.9% | 3.0% | ||
| Q1 25 | 7.8% | -10.3% | ||
| Q4 24 | 2.0% | 3.0% | ||
| Q3 24 | 5.9% | 12.6% | ||
| Q2 24 | 8.6% | 17.7% | ||
| Q1 24 | 6.0% | 19.1% |
| Q4 25 | 2.0% | 5.3% | ||
| Q3 25 | 6.0% | 3.7% | ||
| Q2 25 | 5.2% | -1.7% | ||
| Q1 25 | 4.7% | -15.9% | ||
| Q4 24 | 1.2% | -5.2% | ||
| Q3 24 | 3.9% | 6.7% | ||
| Q2 24 | 5.8% | 10.4% | ||
| Q1 24 | 3.8% | 11.7% |
| Q4 25 | $0.79 | $0.06 | ||
| Q3 25 | $2.55 | $0.03 | ||
| Q2 25 | $2.29 | $-0.09 | ||
| Q1 25 | $1.94 | $-0.29 | ||
| Q4 24 | $0.37 | $-0.10 | ||
| Q3 24 | $1.39 | $0.14 | ||
| Q2 24 | $2.40 | $0.24 | ||
| Q1 24 | $1.44 | $0.29 |
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 | $250.7M |
| Total DebtLower is stronger | $945.2M | $5.4B |
| Stockholders' EquityBook value | $1.4B | $6.6B |
| Total Assets | $3.2B | $14.3B |
| Debt / EquityLower = less leverage | 0.69× | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | $250.7M | ||
| Q3 25 | $199.7M | $236.8M | ||
| Q2 25 | $191.9M | $566.5M | ||
| Q1 25 | $231.2M | $771.7M | ||
| Q4 24 | $165.8M | $586.0M | ||
| Q3 24 | $161.2M | $286.1M | ||
| Q2 24 | $130.4M | $315.1M | ||
| Q1 24 | $22.6M | $319.7M |
| Q4 25 | $945.2M | $5.4B | ||
| Q3 25 | $947.8M | $5.4B | ||
| Q2 25 | $948.0M | $5.5B | ||
| Q1 25 | $938.3M | $5.6B | ||
| Q4 24 | $757.3M | $6.7B | ||
| Q3 24 | $822.5M | $6.4B | ||
| Q2 24 | $829.7M | $6.2B | ||
| Q1 24 | $855.3M | $6.0B |
| Q4 25 | $1.4B | $6.6B | ||
| Q3 25 | $1.4B | $6.7B | ||
| Q2 25 | $1.4B | $6.9B | ||
| Q1 25 | $1.4B | $7.1B | ||
| Q4 24 | $1.4B | $6.0B | ||
| Q3 24 | $1.4B | $6.3B | ||
| Q2 24 | $1.4B | $6.4B | ||
| Q1 24 | $1.4B | $6.7B |
| Q4 25 | $3.2B | $14.3B | ||
| Q3 25 | $3.2B | $14.5B | ||
| Q2 25 | $3.2B | $15.0B | ||
| Q1 25 | $3.1B | $15.4B | ||
| Q4 24 | $2.9B | $15.6B | ||
| Q3 24 | $3.0B | $15.6B | ||
| Q2 24 | $3.0B | $15.8B | ||
| Q1 24 | $3.0B | $15.9B |
| Q4 25 | 0.69× | 0.82× | ||
| Q3 25 | 0.70× | 0.80× | ||
| Q2 25 | 0.68× | 0.80× | ||
| Q1 25 | 0.69× | 0.80× | ||
| Q4 24 | 0.55× | 1.12× | ||
| Q3 24 | 0.58× | 1.02× | ||
| Q2 24 | 0.60× | 0.96× | ||
| Q1 24 | 0.63× | 0.90× |
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 | $341.4M |
| Free Cash FlowOCF − Capex | $64.3M | $318.9M |
| FCF MarginFCF / Revenue | 6.9% | 26.9% |
| Capex IntensityCapex / Revenue | 1.6% | 1.9% |
| Cash ConversionOCF / Net Profit | 4.22× | 5.44× |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | $819.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | $341.4M | ||
| Q3 25 | $97.2M | $88.1M | ||
| Q2 25 | $112.2M | $275.6M | ||
| Q1 25 | $42.7M | $205.9M | ||
| Q4 24 | $106.6M | $271.5M | ||
| Q3 24 | $78.4M | $43.6M | ||
| Q2 24 | $192.9M | $377.1M | ||
| Q1 24 | $-7.7M | $430.0M |
| Q4 25 | $64.3M | $318.9M | ||
| Q3 25 | $80.9M | $51.6M | ||
| Q2 25 | $99.5M | $257.7M | ||
| Q1 25 | $33.7M | $191.7M | ||
| Q4 24 | $95.7M | $253.4M | ||
| Q3 24 | $68.3M | $22.8M | ||
| Q2 24 | $180.2M | $304.2M | ||
| Q1 24 | $-16.3M | $389.9M |
| Q4 25 | 6.9% | 26.9% | ||
| Q3 25 | 7.8% | 4.5% | ||
| Q2 25 | 9.0% | 24.0% | ||
| Q1 25 | 3.2% | 19.8% | ||
| Q4 24 | 11.9% | 24.7% | ||
| Q3 24 | 7.5% | 2.0% | ||
| Q2 24 | 17.1% | 24.5% | ||
| Q1 24 | -1.7% | 29.4% |
| Q4 25 | 1.6% | 1.9% | ||
| Q3 25 | 1.6% | 3.2% | ||
| Q2 25 | 1.2% | 1.7% | ||
| Q1 25 | 0.9% | 1.5% | ||
| Q4 24 | 1.4% | 1.8% | ||
| Q3 24 | 1.1% | 1.8% | ||
| Q2 24 | 1.2% | 5.9% | ||
| Q1 24 | 0.9% | 3.0% |
| Q4 25 | 4.22× | 5.44× | ||
| Q3 25 | 1.55× | 2.11× | ||
| Q2 25 | 1.95× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 11.17× | — | ||
| Q3 24 | 2.20× | 0.56× | ||
| Q2 24 | 3.15× | 2.92× | ||
| Q1 24 | -0.21× | 2.78× |
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% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
