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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and Public Storage (PSA). Click either name above to swap in a different company.
Public Storage is the larger business by last-quarter revenue ($1.2B vs $932.7M, roughly 1.3× LCI INDUSTRIES). Public Storage runs the higher net margin — 41.7% vs 2.0%, a 39.7% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 3.3%). Over the past eight quarters, Public Storage's revenue compounded faster (2.5% 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.
Public Storage, headquartered in Glendale, California, is a real estate investment trust that invests in self storage. It is the largest brand of self-storage services in the US and owns approximately 9% of the self storage square footage in the U.S. As of December 31, 2024, the company operated 3,073 self-storage facilities containing an aggregate of 221 million net rentable square feet of space.
LCII vs PSA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $1.2B |
| Net Profit | $18.7M | $507.1M |
| Gross Margin | 22.1% | — |
| Operating Margin | 3.8% | 40.7% |
| Net Margin | 2.0% | 41.7% |
| Revenue YoY | 16.1% | 3.3% |
| Net Profit YoY | 95.7% | -17.5% |
| EPS (diluted) | $0.79 | $2.59 |
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 | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $803.1M | $1.2B | ||
| Q3 24 | $915.5M | $1.2B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $968.0M | $1.2B |
| Q4 25 | $18.7M | $507.1M | ||
| Q3 25 | $62.5M | $511.1M | ||
| Q2 25 | $57.6M | $358.4M | ||
| Q1 25 | $49.4M | $407.8M | ||
| Q4 24 | $9.5M | $614.6M | ||
| Q3 24 | $35.6M | $430.3M | ||
| Q2 24 | $61.2M | $518.1M | ||
| Q1 24 | $36.5M | $508.9M |
| 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% | — |
| Q4 25 | 3.8% | 40.7% | ||
| Q3 25 | 7.3% | 42.3% | ||
| Q2 25 | 7.9% | 30.4% | ||
| Q1 25 | 7.8% | 34.8% | ||
| Q4 24 | 2.0% | 52.4% | ||
| Q3 24 | 5.9% | 36.7% | ||
| Q2 24 | 8.6% | 44.6% | ||
| Q1 24 | 6.0% | 44.3% |
| Q4 25 | 2.0% | 41.7% | ||
| Q3 25 | 6.0% | 41.8% | ||
| Q2 25 | 5.2% | 29.8% | ||
| Q1 25 | 4.7% | 34.5% | ||
| Q4 24 | 1.2% | 52.2% | ||
| Q3 24 | 3.9% | 36.2% | ||
| Q2 24 | 5.8% | 44.2% | ||
| Q1 24 | 3.8% | 44.0% |
| Q4 25 | $0.79 | $2.59 | ||
| Q3 25 | $2.55 | $2.62 | ||
| Q2 25 | $2.29 | $1.76 | ||
| Q1 25 | $1.94 | $2.04 | ||
| Q4 24 | $0.37 | $3.22 | ||
| Q3 24 | $1.39 | $2.16 | ||
| Q2 24 | $2.40 | $2.66 | ||
| Q1 24 | $1.44 | $2.60 |
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 | $318.1M |
| Total DebtLower is stronger | $945.2M | $10.3B |
| Stockholders' EquityBook value | $1.4B | $9.2B |
| Total Assets | $3.2B | $20.2B |
| Debt / EquityLower = less leverage | 0.69× | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | $318.1M | ||
| Q3 25 | $199.7M | $296.5M | ||
| Q2 25 | $191.9M | $1.1B | ||
| Q1 25 | $231.2M | $287.2M | ||
| Q4 24 | $165.8M | $447.4M | ||
| Q3 24 | $161.2M | $599.0M | ||
| Q2 24 | $130.4M | $542.3M | ||
| Q1 24 | $22.6M | $271.6M |
| Q4 25 | $945.2M | $10.3B | ||
| Q3 25 | $947.8M | $10.0B | ||
| Q2 25 | $948.0M | $10.4B | ||
| Q1 25 | $938.3M | $9.4B | ||
| Q4 24 | $757.3M | $9.4B | ||
| Q3 24 | $822.5M | $9.5B | ||
| Q2 24 | $829.7M | $9.4B | ||
| Q1 24 | $855.3M | $9.1B |
| Q4 25 | $1.4B | $9.2B | ||
| Q3 25 | $1.4B | $9.3B | ||
| Q2 25 | $1.4B | $9.4B | ||
| Q1 25 | $1.4B | $9.6B | ||
| Q4 24 | $1.4B | $9.7B | ||
| Q3 24 | $1.4B | $9.6B | ||
| Q2 24 | $1.4B | $9.7B | ||
| Q1 24 | $1.4B | $9.9B |
| Q4 25 | $3.2B | $20.2B | ||
| Q3 25 | $3.2B | $20.1B | ||
| Q2 25 | $3.2B | $20.5B | ||
| Q1 25 | $3.1B | $19.6B | ||
| Q4 24 | $2.9B | $19.8B | ||
| Q3 24 | $3.0B | $19.8B | ||
| Q2 24 | $3.0B | $19.8B | ||
| Q1 24 | $3.0B | $19.6B |
| Q4 25 | 0.69× | 1.11× | ||
| Q3 25 | 0.70× | 1.08× | ||
| Q2 25 | 0.68× | 1.11× | ||
| Q1 25 | 0.69× | 0.99× | ||
| Q4 24 | 0.55× | 0.96× | ||
| Q3 24 | 0.58× | 0.99× | ||
| Q2 24 | 0.60× | 0.97× | ||
| Q1 24 | 0.63× | 0.91× |
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 | $733.6M |
| Free Cash FlowOCF − Capex | $64.3M | — |
| FCF MarginFCF / Revenue | 6.9% | — |
| Capex IntensityCapex / Revenue | 1.6% | — |
| Cash ConversionOCF / Net Profit | 4.22× | 1.45× |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | $733.6M | ||
| Q3 25 | $97.2M | $875.1M | ||
| Q2 25 | $112.2M | $872.7M | ||
| Q1 25 | $42.7M | $705.1M | ||
| Q4 24 | $106.6M | $768.6M | ||
| Q3 24 | $78.4M | $798.8M | ||
| Q2 24 | $192.9M | $895.3M | ||
| Q1 24 | $-7.7M | $665.6M |
| Q4 25 | $64.3M | — | ||
| Q3 25 | $80.9M | — | ||
| Q2 25 | $99.5M | — | ||
| Q1 25 | $33.7M | — | ||
| Q4 24 | $95.7M | — | ||
| Q3 24 | $68.3M | — | ||
| Q2 24 | $180.2M | — | ||
| Q1 24 | $-16.3M | — |
| Q4 25 | 6.9% | — | ||
| Q3 25 | 7.8% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 7.5% | — | ||
| Q2 24 | 17.1% | — | ||
| Q1 24 | -1.7% | — |
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 0.9% | — |
| Q4 25 | 4.22× | 1.45× | ||
| Q3 25 | 1.55× | 1.71× | ||
| Q2 25 | 1.95× | 2.43× | ||
| Q1 25 | 0.86× | 1.73× | ||
| Q4 24 | 11.17× | 1.25× | ||
| Q3 24 | 2.20× | 1.86× | ||
| Q2 24 | 3.15× | 1.73× | ||
| Q1 24 | -0.21× | 1.31× |
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% |
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
