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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and RH (RH). Click either name above to swap in a different company.
LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $883.8M, roughly 1.1× RH). RH runs the higher net margin — 4.1% vs 2.0%, a 2.1% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 8.9%). RH produced more free cash flow last quarter ($83.0M vs $64.3M). Over the past eight quarters, RH's revenue compounded faster (9.4% 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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
LCII vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $883.8M |
| Net Profit | $18.7M | $36.3M |
| Gross Margin | 22.1% | 44.1% |
| Operating Margin | 3.8% | 12.0% |
| Net Margin | 2.0% | 4.1% |
| Revenue YoY | 16.1% | 8.9% |
| Net Profit YoY | 95.7% | 9.3% |
| EPS (diluted) | $0.79 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $1.0B | $899.2M | ||
| Q2 25 | $1.1B | $814.0M | ||
| Q1 25 | $1.0B | $812.4M | ||
| Q4 24 | $803.1M | $811.7M | ||
| Q3 24 | $915.5M | $829.7M | ||
| Q2 24 | $1.1B | $727.0M | ||
| Q1 24 | $968.0M | $738.3M |
| Q4 25 | $18.7M | $36.3M | ||
| Q3 25 | $62.5M | $51.7M | ||
| Q2 25 | $57.6M | $8.0M | ||
| Q1 25 | $49.4M | $13.9M | ||
| Q4 24 | $9.5M | $33.2M | ||
| Q3 24 | $35.6M | $29.0M | ||
| Q2 24 | $61.2M | $-3.6M | ||
| Q1 24 | $36.5M | $11.4M |
| Q4 25 | 22.1% | 44.1% | ||
| Q3 25 | 24.4% | 45.5% | ||
| Q2 25 | 24.4% | 43.7% | ||
| Q1 25 | 24.1% | 44.7% | ||
| Q4 24 | 21.1% | 44.5% | ||
| Q3 24 | 24.0% | 45.2% | ||
| Q2 24 | 25.3% | 43.5% | ||
| Q1 24 | 23.1% | 43.5% |
| Q4 25 | 3.8% | 12.0% | ||
| Q3 25 | 7.3% | 14.3% | ||
| Q2 25 | 7.9% | 6.9% | ||
| Q1 25 | 7.8% | 8.7% | ||
| Q4 24 | 2.0% | 12.5% | ||
| Q3 24 | 5.9% | 11.6% | ||
| Q2 24 | 8.6% | 7.5% | ||
| Q1 24 | 6.0% | 8.7% |
| Q4 25 | 2.0% | 4.1% | ||
| Q3 25 | 6.0% | 5.8% | ||
| Q2 25 | 5.2% | 1.0% | ||
| Q1 25 | 4.7% | 1.7% | ||
| Q4 24 | 1.2% | 4.1% | ||
| Q3 24 | 3.9% | 3.5% | ||
| Q2 24 | 5.8% | -0.5% | ||
| Q1 24 | 3.8% | 1.5% |
| Q4 25 | $0.79 | $1.83 | ||
| Q3 25 | $2.55 | $2.62 | ||
| Q2 25 | $2.29 | $0.40 | ||
| Q1 25 | $1.94 | $0.71 | ||
| Q4 24 | $0.37 | $1.66 | ||
| Q3 24 | $1.39 | $1.45 | ||
| Q2 24 | $2.40 | $-0.20 | ||
| Q1 24 | $1.44 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | $945.2M | — |
| Stockholders' EquityBook value | $1.4B | $3.3M |
| Total Assets | $3.2B | $4.8B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | $43.1M | ||
| Q3 25 | $199.7M | $34.6M | ||
| Q2 25 | $191.9M | $46.1M | ||
| Q1 25 | $231.2M | $30.4M | ||
| Q4 24 | $165.8M | $87.0M | ||
| Q3 24 | $161.2M | $78.3M | ||
| Q2 24 | $130.4M | $101.8M | ||
| Q1 24 | $22.6M | $123.7M |
| 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 | $3.3M | ||
| Q3 25 | $1.4B | $-40.9M | ||
| Q2 25 | $1.4B | $-110.8M | ||
| Q1 25 | $1.4B | $-163.6M | ||
| Q4 24 | $1.4B | $-183.0M | ||
| Q3 24 | $1.4B | $-234.7M | ||
| Q2 24 | $1.4B | $-289.9M | ||
| Q1 24 | $1.4B | $-297.4M |
| Q4 25 | $3.2B | $4.8B | ||
| Q3 25 | $3.2B | $4.7B | ||
| Q2 25 | $3.2B | $4.7B | ||
| Q1 25 | $3.1B | $4.6B | ||
| Q4 24 | $2.9B | $4.5B | ||
| Q3 24 | $3.0B | $4.4B | ||
| Q2 24 | $3.0B | $4.2B | ||
| Q1 24 | $3.0B | $4.1B |
| 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 | $131.9M |
| Free Cash FlowOCF − Capex | $64.3M | $83.0M |
| FCF MarginFCF / Revenue | 6.9% | 9.4% |
| Capex IntensityCapex / Revenue | 1.6% | 5.5% |
| Cash ConversionOCF / Net Profit | 4.22× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | $131.9M | ||
| Q3 25 | $97.2M | $137.7M | ||
| Q2 25 | $112.2M | $86.6M | ||
| Q1 25 | $42.7M | $-18.8M | ||
| Q4 24 | $106.6M | $-31.4M | ||
| Q3 24 | $78.4M | $11.2M | ||
| Q2 24 | $192.9M | $56.1M | ||
| Q1 24 | $-7.7M | $-114.0M |
| Q4 25 | $64.3M | $83.0M | ||
| Q3 25 | $80.9M | $80.7M | ||
| Q2 25 | $99.5M | $34.1M | ||
| Q1 25 | $33.7M | $-69.7M | ||
| Q4 24 | $95.7M | $-96.0M | ||
| Q3 24 | $68.3M | $-37.9M | ||
| Q2 24 | $180.2M | $-10.1M | ||
| Q1 24 | $-16.3M | $-251.5M |
| Q4 25 | 6.9% | 9.4% | ||
| Q3 25 | 7.8% | 9.0% | ||
| Q2 25 | 9.0% | 4.2% | ||
| Q1 25 | 3.2% | -8.6% | ||
| Q4 24 | 11.9% | -11.8% | ||
| Q3 24 | 7.5% | -4.6% | ||
| Q2 24 | 17.1% | -1.4% | ||
| Q1 24 | -1.7% | -34.1% |
| Q4 25 | 1.6% | 5.5% | ||
| Q3 25 | 1.6% | 6.3% | ||
| Q2 25 | 1.2% | 6.5% | ||
| Q1 25 | 0.9% | 6.3% | ||
| Q4 24 | 1.4% | 8.0% | ||
| Q3 24 | 1.1% | 5.9% | ||
| Q2 24 | 1.2% | 9.1% | ||
| Q1 24 | 0.9% | 18.6% |
| Q4 25 | 4.22× | 3.64× | ||
| Q3 25 | 1.55× | 2.66× | ||
| Q2 25 | 1.95× | 10.78× | ||
| Q1 25 | 0.86× | -1.35× | ||
| Q4 24 | 11.17× | -0.95× | ||
| Q3 24 | 2.20× | 0.39× | ||
| Q2 24 | 3.15× | — | ||
| Q1 24 | -0.21× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
