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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $846.8M, roughly 1.1× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 22.1% vs 2.0%, a 20.1% gap on every dollar of revenue. On growth, LCI INDUSTRIES posted the faster year-over-year revenue change (16.1% vs 14.3%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $64.3M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% 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.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
LCII vs TTD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $846.8M |
| Net Profit | $18.7M | $186.9M |
| Gross Margin | 22.1% | 80.7% |
| Operating Margin | 3.8% | 30.3% |
| Net Margin | 2.0% | 22.1% |
| Revenue YoY | 16.1% | 14.3% |
| Net Profit YoY | 95.7% | 2.6% |
| EPS (diluted) | $0.79 | $0.39 |
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 | $846.8M | ||
| Q3 25 | $1.0B | $739.4M | ||
| Q2 25 | $1.1B | $694.0M | ||
| Q1 25 | $1.0B | $616.0M | ||
| Q4 24 | $803.1M | $741.0M | ||
| Q3 24 | $915.5M | $628.0M | ||
| Q2 24 | $1.1B | $584.5M | ||
| Q1 24 | $968.0M | $491.3M |
| Q4 25 | $18.7M | $186.9M | ||
| Q3 25 | $62.5M | $115.5M | ||
| Q2 25 | $57.6M | $90.1M | ||
| Q1 25 | $49.4M | $50.7M | ||
| Q4 24 | $9.5M | $182.2M | ||
| Q3 24 | $35.6M | $94.2M | ||
| Q2 24 | $61.2M | $85.0M | ||
| Q1 24 | $36.5M | $31.7M |
| Q4 25 | 22.1% | 80.7% | ||
| Q3 25 | 24.4% | 78.1% | ||
| Q2 25 | 24.4% | 78.2% | ||
| Q1 25 | 24.1% | 76.8% | ||
| Q4 24 | 21.1% | 81.7% | ||
| Q3 24 | 24.0% | 80.5% | ||
| Q2 24 | 25.3% | 81.1% | ||
| Q1 24 | 23.1% | 78.9% |
| Q4 25 | 3.8% | 30.3% | ||
| Q3 25 | 7.3% | 21.8% | ||
| Q2 25 | 7.9% | 16.8% | ||
| Q1 25 | 7.8% | 8.8% | ||
| Q4 24 | 2.0% | 26.4% | ||
| Q3 24 | 5.9% | 17.3% | ||
| Q2 24 | 8.6% | 16.2% | ||
| Q1 24 | 6.0% | 5.8% |
| Q4 25 | 2.0% | 22.1% | ||
| Q3 25 | 6.0% | 15.6% | ||
| Q2 25 | 5.2% | 13.0% | ||
| Q1 25 | 4.7% | 8.2% | ||
| Q4 24 | 1.2% | 24.6% | ||
| Q3 24 | 3.9% | 15.0% | ||
| Q2 24 | 5.8% | 14.5% | ||
| Q1 24 | 3.8% | 6.4% |
| Q4 25 | $0.79 | $0.39 | ||
| Q3 25 | $2.55 | $0.23 | ||
| Q2 25 | $2.29 | $0.18 | ||
| Q1 25 | $1.94 | $0.10 | ||
| Q4 24 | $0.37 | $0.36 | ||
| Q3 24 | $1.39 | $0.19 | ||
| Q2 24 | $2.40 | $0.17 | ||
| Q1 24 | $1.44 | $0.06 |
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 | $1.3B |
| Total DebtLower is stronger | $945.2M | — |
| Stockholders' EquityBook value | $1.4B | $2.5B |
| Total Assets | $3.2B | $6.2B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | $1.3B | ||
| Q3 25 | $199.7M | $1.4B | ||
| Q2 25 | $191.9M | $1.7B | ||
| Q1 25 | $231.2M | $1.7B | ||
| Q4 24 | $165.8M | $1.9B | ||
| Q3 24 | $161.2M | $1.7B | ||
| Q2 24 | $130.4M | $1.5B | ||
| Q1 24 | $22.6M | $1.4B |
| 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 | $2.5B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.4B | $2.7B | ||
| Q1 25 | $1.4B | $2.7B | ||
| Q4 24 | $1.4B | $2.9B | ||
| Q3 24 | $1.4B | $2.6B | ||
| Q2 24 | $1.4B | $2.4B | ||
| Q1 24 | $1.4B | $2.2B |
| Q4 25 | $3.2B | $6.2B | ||
| Q3 25 | $3.2B | $5.9B | ||
| Q2 25 | $3.2B | $6.0B | ||
| Q1 25 | $3.1B | $5.7B | ||
| Q4 24 | $2.9B | $6.1B | ||
| Q3 24 | $3.0B | $5.5B | ||
| Q2 24 | $3.0B | $5.2B | ||
| Q1 24 | $3.0B | $4.7B |
| 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 | $311.6M |
| Free Cash FlowOCF − Capex | $64.3M | $285.3M |
| FCF MarginFCF / Revenue | 6.9% | 33.7% |
| Capex IntensityCapex / Revenue | 1.6% | 3.1% |
| Cash ConversionOCF / Net Profit | 4.22× | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | $311.6M | ||
| Q3 25 | $97.2M | $224.7M | ||
| Q2 25 | $112.2M | $165.0M | ||
| Q1 25 | $42.7M | $291.4M | ||
| Q4 24 | $106.6M | $199.4M | ||
| Q3 24 | $78.4M | $273.3M | ||
| Q2 24 | $192.9M | $81.3M | ||
| Q1 24 | $-7.7M | $185.5M |
| Q4 25 | $64.3M | $285.3M | ||
| Q3 25 | $80.9M | $158.3M | ||
| Q2 25 | $99.5M | $119.8M | ||
| Q1 25 | $33.7M | $232.3M | ||
| Q4 24 | $95.7M | $179.2M | ||
| Q3 24 | $68.3M | $224.6M | ||
| Q2 24 | $180.2M | $59.1M | ||
| Q1 24 | $-16.3M | $178.2M |
| Q4 25 | 6.9% | 33.7% | ||
| Q3 25 | 7.8% | 21.4% | ||
| Q2 25 | 9.0% | 17.3% | ||
| Q1 25 | 3.2% | 37.7% | ||
| Q4 24 | 11.9% | 24.2% | ||
| Q3 24 | 7.5% | 35.8% | ||
| Q2 24 | 17.1% | 10.1% | ||
| Q1 24 | -1.7% | 36.3% |
| Q4 25 | 1.6% | 3.1% | ||
| Q3 25 | 1.6% | 9.0% | ||
| Q2 25 | 1.2% | 6.5% | ||
| Q1 25 | 0.9% | 9.6% | ||
| Q4 24 | 1.4% | 2.7% | ||
| Q3 24 | 1.1% | 7.8% | ||
| Q2 24 | 1.2% | 3.8% | ||
| Q1 24 | 0.9% | 1.5% |
| Q4 25 | 4.22× | 1.67× | ||
| Q3 25 | 1.55× | 1.94× | ||
| Q2 25 | 1.95× | 1.83× | ||
| Q1 25 | 0.86× | 5.75× | ||
| Q4 24 | 11.17× | 1.09× | ||
| Q3 24 | 2.20× | 2.90× | ||
| Q2 24 | 3.15× | 0.96× | ||
| Q1 24 | -0.21× | 5.86× |
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% |
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
