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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and Noble Corp plc (NE). Click either name above to swap in a different company.

LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $764.4M, roughly 1.2× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs 2.0%, a 9.3% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs -17.6%). LCI INDUSTRIES produced more free cash flow last quarter ($64.3M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% CAGR vs -1.8%).

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.

Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.

LCII vs NE — Head-to-Head

Bigger by revenue
LCII
LCII
1.2× larger
LCII
$932.7M
$764.4M
NE
Growing faster (revenue YoY)
LCII
LCII
+33.7% gap
LCII
16.1%
-17.6%
NE
Higher net margin
NE
NE
9.3% more per $
NE
11.3%
2.0%
LCII
More free cash flow
LCII
LCII
$28.9M more FCF
LCII
$64.3M
$35.4M
NE
Faster 2-yr revenue CAGR
NE
NE
Annualised
NE
9.5%
-1.8%
LCII

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
LCII
LCII
NE
NE
Revenue
$932.7M
$764.4M
Net Profit
$18.7M
$86.6M
Gross Margin
22.1%
Operating Margin
3.8%
5.6%
Net Margin
2.0%
11.3%
Revenue YoY
16.1%
-17.6%
Net Profit YoY
95.7%
-10.4%
EPS (diluted)
$0.79
$0.54

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.

Revenue
LCII
LCII
NE
NE
Q4 25
$932.7M
$764.4M
Q3 25
$1.0B
$798.0M
Q2 25
$1.1B
$848.7M
Q1 25
$1.0B
$874.5M
Q4 24
$803.1M
$927.3M
Q3 24
$915.5M
$800.5M
Q2 24
$1.1B
$692.8M
Q1 24
$968.0M
$637.1M
Net Profit
LCII
LCII
NE
NE
Q4 25
$18.7M
$86.6M
Q3 25
$62.5M
$-21.1M
Q2 25
$57.6M
$42.9M
Q1 25
$49.4M
$108.3M
Q4 24
$9.5M
$96.6M
Q3 24
$35.6M
$61.2M
Q2 24
$61.2M
$195.0M
Q1 24
$36.5M
$95.5M
Gross Margin
LCII
LCII
NE
NE
Q4 25
22.1%
Q3 25
24.4%
Q2 25
24.4%
Q1 25
24.1%
Q4 24
21.1%
Q3 24
24.0%
Q2 24
25.3%
Q1 24
23.1%
Operating Margin
LCII
LCII
NE
NE
Q4 25
3.8%
5.6%
Q3 25
7.3%
6.3%
Q2 25
7.9%
15.9%
Q1 25
7.8%
21.4%
Q4 24
2.0%
18.4%
Q3 24
5.9%
14.4%
Q2 24
8.6%
30.3%
Q1 24
6.0%
16.9%
Net Margin
LCII
LCII
NE
NE
Q4 25
2.0%
11.3%
Q3 25
6.0%
-2.6%
Q2 25
5.2%
5.1%
Q1 25
4.7%
12.4%
Q4 24
1.2%
10.4%
Q3 24
3.9%
7.6%
Q2 24
5.8%
28.1%
Q1 24
3.8%
15.0%
EPS (diluted)
LCII
LCII
NE
NE
Q4 25
$0.79
$0.54
Q3 25
$2.55
$-0.13
Q2 25
$2.29
$0.27
Q1 25
$1.94
$0.67
Q4 24
$0.37
$0.56
Q3 24
$1.39
$0.40
Q2 24
$2.40
$1.34
Q1 24
$1.44
$0.66

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
LCII
LCII
NE
NE
Cash + ST InvestmentsLiquidity on hand
$222.6M
$471.4M
Total DebtLower is stronger
$945.2M
Stockholders' EquityBook value
$1.4B
$4.5B
Total Assets
$3.2B
$7.5B
Debt / EquityLower = less leverage
0.69×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
LCII
LCII
NE
NE
Q4 25
$222.6M
$471.4M
Q3 25
$199.7M
$477.9M
Q2 25
$191.9M
$338.2M
Q1 25
$231.2M
$303.8M
Q4 24
$165.8M
$247.3M
Q3 24
$161.2M
$391.9M
Q2 24
$130.4M
$162.9M
Q1 24
$22.6M
$212.5M
Total Debt
LCII
LCII
NE
NE
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
Stockholders' Equity
LCII
LCII
NE
NE
Q4 25
$1.4B
$4.5B
Q3 25
$1.4B
$4.5B
Q2 25
$1.4B
$4.6B
Q1 25
$1.4B
$4.7B
Q4 24
$1.4B
$4.7B
Q3 24
$1.4B
$4.7B
Q2 24
$1.4B
$4.0B
Q1 24
$1.4B
$3.9B
Total Assets
LCII
LCII
NE
NE
Q4 25
$3.2B
$7.5B
Q3 25
$3.2B
$7.6B
Q2 25
$3.2B
$7.7B
Q1 25
$3.1B
$7.9B
Q4 24
$2.9B
$8.0B
Q3 24
$3.0B
$8.0B
Q2 24
$3.0B
$5.6B
Q1 24
$3.0B
$5.4B
Debt / Equity
LCII
LCII
NE
NE
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
LCII
LCII
NE
NE
Operating Cash FlowLast quarter
$78.9M
$187.1M
Free Cash FlowOCF − Capex
$64.3M
$35.4M
FCF MarginFCF / Revenue
6.9%
4.6%
Capex IntensityCapex / Revenue
1.6%
19.9%
Cash ConversionOCF / Net Profit
4.22×
2.16×
TTM Free Cash FlowTrailing 4 quarters
$278.3M
$432.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
LCII
LCII
NE
NE
Q4 25
$78.9M
$187.1M
Q3 25
$97.2M
$277.1M
Q2 25
$112.2M
$216.4M
Q1 25
$42.7M
$271.1M
Q4 24
$106.6M
$136.2M
Q3 24
$78.4M
$283.8M
Q2 24
$192.9M
$106.8M
Q1 24
$-7.7M
$128.7M
Free Cash Flow
LCII
LCII
NE
NE
Q4 25
$64.3M
$35.4M
Q3 25
$80.9M
$139.5M
Q2 25
$99.5M
$99.8M
Q1 25
$33.7M
$157.5M
Q4 24
$95.7M
$-4.4M
Q3 24
$68.3M
$156.8M
Q2 24
$180.2M
$-34.3M
Q1 24
$-16.3M
$-37.9M
FCF Margin
LCII
LCII
NE
NE
Q4 25
6.9%
4.6%
Q3 25
7.8%
17.5%
Q2 25
9.0%
11.8%
Q1 25
3.2%
18.0%
Q4 24
11.9%
-0.5%
Q3 24
7.5%
19.6%
Q2 24
17.1%
-4.9%
Q1 24
-1.7%
-6.0%
Capex Intensity
LCII
LCII
NE
NE
Q4 25
1.6%
19.9%
Q3 25
1.6%
17.3%
Q2 25
1.2%
13.7%
Q1 25
0.9%
13.0%
Q4 24
1.4%
15.2%
Q3 24
1.1%
15.9%
Q2 24
1.2%
20.4%
Q1 24
0.9%
26.2%
Cash Conversion
LCII
LCII
NE
NE
Q4 25
4.22×
2.16×
Q3 25
1.55×
Q2 25
1.95×
5.05×
Q1 25
0.86×
2.50×
Q4 24
11.17×
1.41×
Q3 24
2.20×
4.64×
Q2 24
3.15×
0.55×
Q1 24
-0.21×
1.35×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

LCII
LCII

Travel Trailer And Fifth Wheels$378.4M41%
Chassis Chassis Partsand Slideout Mechanisms$206.1M22%
Furnitureand Mattresses$120.4M13%
Appliances$69.9M7%
Other Products$69.1M7%
Axlesand Suspension Solutions$62.3M7%
Motorhomes$34.2M4%

NE
NE

Floaters$559.8M73%
Jackups$145.5M19%
Service Other$59.1M8%

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