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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and SM Energy Co (SM). Click either name above to swap in a different company.
LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $704.9M, roughly 1.3× SM Energy Co). On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs -17.3%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% 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.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
LCII vs SM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $704.9M |
| Net Profit | $18.7M | — |
| Gross Margin | 22.1% | — |
| Operating Margin | 3.8% | 25.9% |
| Net Margin | 2.0% | — |
| Revenue YoY | 16.1% | -17.3% |
| Net Profit YoY | 95.7% | — |
| EPS (diluted) | $0.79 | $0.94 |
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 | $704.9M | ||
| Q3 25 | $1.0B | $811.6M | ||
| Q2 25 | $1.1B | $792.9M | ||
| Q1 25 | $1.0B | $844.5M | ||
| Q4 24 | $803.1M | $852.0M | ||
| Q3 24 | $915.5M | $643.6M | ||
| Q2 24 | $1.1B | $634.6M | ||
| Q1 24 | $968.0M | $559.9M |
| Q4 25 | $18.7M | — | ||
| Q3 25 | $62.5M | $155.1M | ||
| Q2 25 | $57.6M | $201.7M | ||
| Q1 25 | $49.4M | $182.3M | ||
| Q4 24 | $9.5M | — | ||
| Q3 24 | $35.6M | $240.5M | ||
| Q2 24 | $61.2M | $210.3M | ||
| Q1 24 | $36.5M | $131.2M |
| 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% | 25.9% | ||
| Q3 25 | 7.3% | 30.4% | ||
| Q2 25 | 7.9% | 37.2% | ||
| Q1 25 | 7.8% | 32.7% | ||
| Q4 24 | 2.0% | 33.7% | ||
| Q3 24 | 5.9% | 51.4% | ||
| Q2 24 | 8.6% | 44.0% | ||
| Q1 24 | 6.0% | 31.9% |
| Q4 25 | 2.0% | — | ||
| Q3 25 | 6.0% | 19.1% | ||
| Q2 25 | 5.2% | 25.4% | ||
| Q1 25 | 4.7% | 21.6% | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 3.9% | 37.4% | ||
| Q2 24 | 5.8% | 33.1% | ||
| Q1 24 | 3.8% | 23.4% |
| Q4 25 | $0.79 | $0.94 | ||
| Q3 25 | $2.55 | $1.35 | ||
| Q2 25 | $2.29 | $1.76 | ||
| Q1 25 | $1.94 | $1.59 | ||
| Q4 24 | $0.37 | $1.63 | ||
| Q3 24 | $1.39 | $2.09 | ||
| Q2 24 | $2.40 | $1.82 | ||
| Q1 24 | $1.44 | $1.13 |
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 | $368.0M |
| Total DebtLower is stronger | $945.2M | — |
| Stockholders' EquityBook value | $1.4B | $4.8B |
| Total Assets | $3.2B | $9.3B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | $368.0M | ||
| Q3 25 | $199.7M | $162.3M | ||
| Q2 25 | $191.9M | $101.9M | ||
| Q1 25 | $231.2M | $54.0K | ||
| Q4 24 | $165.8M | — | ||
| Q3 24 | $161.2M | $1.7B | ||
| Q2 24 | $130.4M | $487.9M | ||
| Q1 24 | $22.6M | $506.3M |
| 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 | $4.8B | ||
| Q3 25 | $1.4B | $4.7B | ||
| Q2 25 | $1.4B | $4.6B | ||
| Q1 25 | $1.4B | $4.4B | ||
| Q4 24 | $1.4B | $4.2B | ||
| Q3 24 | $1.4B | $4.1B | ||
| Q2 24 | $1.4B | $3.8B | ||
| Q1 24 | $1.4B | $3.7B |
| Q4 25 | $3.2B | $9.3B | ||
| Q3 25 | $3.2B | $9.1B | ||
| Q2 25 | $3.2B | $9.0B | ||
| Q1 25 | $3.1B | $8.8B | ||
| Q4 24 | $2.9B | $8.6B | ||
| Q3 24 | $3.0B | $8.0B | ||
| Q2 24 | $3.0B | $6.7B | ||
| Q1 24 | $3.0B | $6.4B |
| 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 | $451.9M |
| Free Cash FlowOCF − Capex | $64.3M | — |
| FCF MarginFCF / Revenue | 6.9% | — |
| Capex IntensityCapex / Revenue | 1.6% | — |
| Cash ConversionOCF / Net Profit | 4.22× | — |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | $451.9M | ||
| Q3 25 | $97.2M | $505.0M | ||
| Q2 25 | $112.2M | $571.1M | ||
| Q1 25 | $42.7M | $483.0M | ||
| Q4 24 | $106.6M | $578.4M | ||
| Q3 24 | $78.4M | $452.3M | ||
| Q2 24 | $192.9M | $476.4M | ||
| Q1 24 | $-7.7M | $276.0M |
| 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× | — | ||
| Q3 25 | 1.55× | 3.26× | ||
| Q2 25 | 1.95× | 2.83× | ||
| Q1 25 | 0.86× | 2.65× | ||
| Q4 24 | 11.17× | — | ||
| Q3 24 | 2.20× | 1.88× | ||
| Q2 24 | 3.15× | 2.27× | ||
| Q1 24 | -0.21× | 2.10× |
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% |
SM
Segment breakdown not available.
