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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and Toast, Inc. (TOST). Click either name above to swap in a different company.
Toast, Inc. is the larger business by last-quarter revenue ($1.6B vs $932.7M, roughly 1.8× LCI INDUSTRIES). Toast, Inc. runs the higher net margin — 6.2% vs 2.0%, a 4.2% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 16.1%). Toast, Inc. produced more free cash flow last quarter ($178.0M vs $64.3M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% 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.
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
LCII vs TOST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $1.6B |
| Net Profit | $18.7M | $101.0M |
| Gross Margin | 22.1% | 25.9% |
| Operating Margin | 3.8% | 5.2% |
| Net Margin | 2.0% | 6.2% |
| Revenue YoY | 16.1% | 22.0% |
| Net Profit YoY | 95.7% | 215.6% |
| EPS (diluted) | $0.79 | $0.18 |
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 | $1.6B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $803.1M | $1.3B | ||
| Q3 24 | $915.5M | $1.3B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $968.0M | $1.1B |
| Q4 25 | $18.7M | $101.0M | ||
| Q3 25 | $62.5M | $105.0M | ||
| Q2 25 | $57.6M | $80.0M | ||
| Q1 25 | $49.4M | $56.0M | ||
| Q4 24 | $9.5M | $32.0M | ||
| Q3 24 | $35.6M | $56.0M | ||
| Q2 24 | $61.2M | $14.0M | ||
| Q1 24 | $36.5M | $-83.0M |
| Q4 25 | 22.1% | 25.9% | ||
| Q3 25 | 24.4% | 26.5% | ||
| Q2 25 | 24.4% | 25.3% | ||
| Q1 25 | 24.1% | 25.9% | ||
| Q4 24 | 21.1% | 24.9% | ||
| Q3 24 | 24.0% | 24.7% | ||
| Q2 24 | 25.3% | 23.0% | ||
| Q1 24 | 23.1% | 23.2% |
| Q4 25 | 3.8% | 5.2% | ||
| Q3 25 | 7.3% | 5.1% | ||
| Q2 25 | 7.9% | 5.2% | ||
| Q1 25 | 7.8% | 3.2% | ||
| Q4 24 | 2.0% | 2.5% | ||
| Q3 24 | 5.9% | 2.6% | ||
| Q2 24 | 8.6% | 0.4% | ||
| Q1 24 | 6.0% | -5.2% |
| Q4 25 | 2.0% | 6.2% | ||
| Q3 25 | 6.0% | 6.4% | ||
| Q2 25 | 5.2% | 5.2% | ||
| Q1 25 | 4.7% | 4.2% | ||
| Q4 24 | 1.2% | 2.4% | ||
| Q3 24 | 3.9% | 4.3% | ||
| Q2 24 | 5.8% | 1.1% | ||
| Q1 24 | 3.8% | -7.7% |
| Q4 25 | $0.79 | $0.18 | ||
| Q3 25 | $2.55 | $0.16 | ||
| Q2 25 | $2.29 | $0.13 | ||
| Q1 25 | $1.94 | $0.09 | ||
| Q4 24 | $0.37 | $0.09 | ||
| Q3 24 | $1.39 | $0.07 | ||
| Q2 24 | $2.40 | $0.02 | ||
| Q1 24 | $1.44 | $-0.15 |
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 | $1.4B |
| Total DebtLower is stronger | $945.2M | — |
| Stockholders' EquityBook value | $1.4B | $2.1B |
| Total Assets | $3.2B | $3.1B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | $1.4B | ||
| Q3 25 | $199.7M | $1.4B | ||
| Q2 25 | $191.9M | $1.2B | ||
| Q1 25 | $231.2M | $1.0B | ||
| Q4 24 | $165.8M | $903.0M | ||
| Q3 24 | $161.2M | $761.0M | ||
| Q2 24 | $130.4M | $691.0M | ||
| Q1 24 | $22.6M | $578.0M |
| 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 | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.4B | $1.3B | ||
| Q1 24 | $1.4B | $1.2B |
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.2B | $3.0B | ||
| Q2 25 | $3.2B | $2.8B | ||
| Q1 25 | $3.1B | $2.6B | ||
| Q4 24 | $2.9B | $2.4B | ||
| Q3 24 | $3.0B | $2.2B | ||
| Q2 24 | $3.0B | $2.2B | ||
| Q1 24 | $3.0B | $2.1B |
| 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 | $194.0M |
| Free Cash FlowOCF − Capex | $64.3M | $178.0M |
| FCF MarginFCF / Revenue | 6.9% | 10.9% |
| Capex IntensityCapex / Revenue | 1.6% | 1.0% |
| Cash ConversionOCF / Net Profit | 4.22× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | $194.0M | ||
| Q3 25 | $97.2M | $165.0M | ||
| Q2 25 | $112.2M | $223.0M | ||
| Q1 25 | $42.7M | $79.0M | ||
| Q4 24 | $106.6M | $147.0M | ||
| Q3 24 | $78.4M | $109.0M | ||
| Q2 24 | $192.9M | $124.0M | ||
| Q1 24 | $-7.7M | $-20.0M |
| Q4 25 | $64.3M | $178.0M | ||
| Q3 25 | $80.9M | $153.0M | ||
| Q2 25 | $99.5M | $208.0M | ||
| Q1 25 | $33.7M | $69.0M | ||
| Q4 24 | $95.7M | $134.0M | ||
| Q3 24 | $68.3M | $97.0M | ||
| Q2 24 | $180.2M | $108.0M | ||
| Q1 24 | $-16.3M | $-33.0M |
| Q4 25 | 6.9% | 10.9% | ||
| Q3 25 | 7.8% | 9.4% | ||
| Q2 25 | 9.0% | 13.4% | ||
| Q1 25 | 3.2% | 5.2% | ||
| Q4 24 | 11.9% | 10.0% | ||
| Q3 24 | 7.5% | 7.4% | ||
| Q2 24 | 17.1% | 8.7% | ||
| Q1 24 | -1.7% | -3.1% |
| Q4 25 | 1.6% | 1.0% | ||
| Q3 25 | 1.6% | 0.7% | ||
| Q2 25 | 1.2% | 1.0% | ||
| Q1 25 | 0.9% | 0.7% | ||
| Q4 24 | 1.4% | 1.0% | ||
| Q3 24 | 1.1% | 0.9% | ||
| Q2 24 | 1.2% | 1.3% | ||
| Q1 24 | 0.9% | 1.2% |
| Q4 25 | 4.22× | 1.92× | ||
| Q3 25 | 1.55× | 1.57× | ||
| Q2 25 | 1.95× | 2.79× | ||
| Q1 25 | 0.86× | 1.41× | ||
| Q4 24 | 11.17× | 4.59× | ||
| Q3 24 | 2.20× | 1.95× | ||
| Q2 24 | 3.15× | 8.86× | ||
| Q1 24 | -0.21× | — |
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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
