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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and Organon & Co. (OGN). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $932.7M, roughly 1.6× LCI INDUSTRIES). LCI INDUSTRIES runs the higher net margin — 2.0% vs -13.6%, a 15.6% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs -5.3%). Organon & Co. produced more free cash flow last quarter ($96.0M vs $64.3M). Over the past eight quarters, LCI INDUSTRIES's revenue compounded faster (-1.8% CAGR vs -3.6%).
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.
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
LCII vs OGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $1.5B |
| Net Profit | $18.7M | $-205.0M |
| Gross Margin | 22.1% | 49.2% |
| Operating Margin | 3.8% | -9.8% |
| Net Margin | 2.0% | -13.6% |
| Revenue YoY | 16.1% | -5.3% |
| Net Profit YoY | 95.7% | -288.1% |
| EPS (diluted) | $0.79 | $-0.78 |
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 | $1.5B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $803.1M | $1.6B | ||
| Q3 24 | $915.5M | $1.6B | ||
| Q2 24 | $1.1B | $1.6B | ||
| Q1 24 | $968.0M | $1.6B |
| Q4 25 | $18.7M | $-205.0M | ||
| Q3 25 | $62.5M | $160.0M | ||
| Q2 25 | $57.6M | $145.0M | ||
| Q1 25 | $49.4M | $87.0M | ||
| Q4 24 | $9.5M | $109.0M | ||
| Q3 24 | $35.6M | $359.0M | ||
| Q2 24 | $61.2M | $195.0M | ||
| Q1 24 | $36.5M | $201.0M |
| Q4 25 | 22.1% | 49.2% | ||
| Q3 25 | 24.4% | 53.5% | ||
| Q2 25 | 24.4% | 54.8% | ||
| Q1 25 | 24.1% | 55.6% | ||
| Q4 24 | 21.1% | 56.3% | ||
| Q3 24 | 24.0% | 58.3% | ||
| Q2 24 | 25.3% | 58.4% | ||
| Q1 24 | 23.1% | 59.0% |
| Q4 25 | 3.8% | -9.8% | ||
| Q3 25 | 7.3% | 15.2% | ||
| Q2 25 | 7.9% | 14.4% | ||
| Q1 25 | 7.8% | 6.7% | ||
| Q4 24 | 2.0% | 8.1% | ||
| Q3 24 | 5.9% | 13.1% | ||
| Q2 24 | 8.6% | 14.6% | ||
| Q1 24 | 6.0% | 14.5% |
| Q4 25 | 2.0% | -13.6% | ||
| Q3 25 | 6.0% | 10.0% | ||
| Q2 25 | 5.2% | 9.1% | ||
| Q1 25 | 4.7% | 5.8% | ||
| Q4 24 | 1.2% | 6.8% | ||
| Q3 24 | 3.9% | 22.7% | ||
| Q2 24 | 5.8% | 12.1% | ||
| Q1 24 | 3.8% | 12.4% |
| Q4 25 | $0.79 | $-0.78 | ||
| Q3 25 | $2.55 | $0.61 | ||
| Q2 25 | $2.29 | $0.56 | ||
| Q1 25 | $1.94 | $0.33 | ||
| Q4 24 | $0.37 | $0.42 | ||
| Q3 24 | $1.39 | $1.38 | ||
| Q2 24 | $2.40 | $0.75 | ||
| Q1 24 | $1.44 | $0.78 |
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 | $574.0M |
| Total DebtLower is stronger | $945.2M | $8.6B |
| Stockholders' EquityBook value | $1.4B | $752.0M |
| Total Assets | $3.2B | $12.9B |
| Debt / EquityLower = less leverage | 0.69× | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | $574.0M | ||
| Q3 25 | $199.7M | $672.0M | ||
| Q2 25 | $191.9M | $599.0M | ||
| Q1 25 | $231.2M | $547.0M | ||
| Q4 24 | $165.8M | $675.0M | ||
| Q3 24 | $161.2M | $763.0M | ||
| Q2 24 | $130.4M | $704.0M | ||
| Q1 24 | $22.6M | $575.0M |
| Q4 25 | $945.2M | $8.6B | ||
| Q3 25 | $947.8M | $8.8B | ||
| Q2 25 | $948.0M | $8.9B | ||
| Q1 25 | $938.3M | $9.0B | ||
| Q4 24 | $757.3M | $8.9B | ||
| Q3 24 | $822.5M | $8.7B | ||
| Q2 24 | $829.7M | $8.7B | ||
| Q1 24 | $855.3M | $8.7B |
| Q4 25 | $1.4B | $752.0M | ||
| Q3 25 | $1.4B | $906.0M | ||
| Q2 25 | $1.4B | $733.0M | ||
| Q1 25 | $1.4B | $542.0M | ||
| Q4 24 | $1.4B | $472.0M | ||
| Q3 24 | $1.4B | $493.0M | ||
| Q2 24 | $1.4B | $144.0M | ||
| Q1 24 | $1.4B | $48.0M |
| Q4 25 | $3.2B | $12.9B | ||
| Q3 25 | $3.2B | $13.6B | ||
| Q2 25 | $3.2B | $13.5B | ||
| Q1 25 | $3.1B | $13.2B | ||
| Q4 24 | $2.9B | $13.1B | ||
| Q3 24 | $3.0B | $12.8B | ||
| Q2 24 | $3.0B | $12.2B | ||
| Q1 24 | $3.0B | $11.9B |
| Q4 25 | 0.69× | 11.49× | ||
| Q3 25 | 0.70× | 9.74× | ||
| Q2 25 | 0.68× | 12.14× | ||
| Q1 25 | 0.69× | 16.52× | ||
| Q4 24 | 0.55× | 18.81× | ||
| Q3 24 | 0.58× | 17.75× | ||
| Q2 24 | 0.60× | 60.11× | ||
| Q1 24 | 0.63× | 181.54× |
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 | $141.0M |
| Free Cash FlowOCF − Capex | $64.3M | $96.0M |
| FCF MarginFCF / Revenue | 6.9% | 6.4% |
| Capex IntensityCapex / Revenue | 1.6% | 3.0% |
| Cash ConversionOCF / Net Profit | 4.22× | — |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | $141.0M | ||
| Q3 25 | $97.2M | $264.0M | ||
| Q2 25 | $112.2M | $220.0M | ||
| Q1 25 | $42.7M | $75.0M | ||
| Q4 24 | $106.6M | $390.0M | ||
| Q3 24 | $78.4M | $141.0M | ||
| Q2 24 | $192.9M | $332.0M | ||
| Q1 24 | $-7.7M | $76.0M |
| Q4 25 | $64.3M | $96.0M | ||
| Q3 25 | $80.9M | $218.0M | ||
| Q2 25 | $99.5M | $181.0M | ||
| Q1 25 | $33.7M | $43.0M | ||
| Q4 24 | $95.7M | $335.0M | ||
| Q3 24 | $68.3M | $99.0M | ||
| Q2 24 | $180.2M | $300.0M | ||
| Q1 24 | $-16.3M | $30.0M |
| Q4 25 | 6.9% | 6.4% | ||
| Q3 25 | 7.8% | 13.6% | ||
| Q2 25 | 9.0% | 11.4% | ||
| Q1 25 | 3.2% | 2.8% | ||
| Q4 24 | 11.9% | 21.0% | ||
| Q3 24 | 7.5% | 6.3% | ||
| Q2 24 | 17.1% | 18.7% | ||
| Q1 24 | -1.7% | 1.8% |
| Q4 25 | 1.6% | 3.0% | ||
| Q3 25 | 1.6% | 2.9% | ||
| Q2 25 | 1.2% | 2.4% | ||
| Q1 25 | 0.9% | 2.1% | ||
| Q4 24 | 1.4% | 3.5% | ||
| Q3 24 | 1.1% | 2.7% | ||
| Q2 24 | 1.2% | 2.0% | ||
| Q1 24 | 0.9% | 2.8% |
| Q4 25 | 4.22× | — | ||
| Q3 25 | 1.55× | 1.65× | ||
| Q2 25 | 1.95× | 1.52× | ||
| Q1 25 | 0.86× | 0.86× | ||
| Q4 24 | 11.17× | 3.58× | ||
| Q3 24 | 2.20× | 0.39× | ||
| Q2 24 | 3.15× | 1.70× | ||
| Q1 24 | -0.21× | 0.38× |
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% |
OGN
Segment breakdown not available.
