vs
Side-by-side financial comparison of LEAR CORP (LEA) and Lennar (LEN). Click either name above to swap in a different company.
Lennar is the larger business by last-quarter revenue ($9.4B vs $6.0B, roughly 1.6× LEAR CORP). Lennar runs the higher net margin — 5.2% vs 1.4%, a 3.9% gap on every dollar of revenue. On growth, LEAR CORP posted the faster year-over-year revenue change (4.8% vs -5.8%). Lennar produced more free cash flow last quarter ($1.7B vs $281.1M). Over the past eight quarters, Lennar's revenue compounded faster (13.2% CAGR vs -0.1%).
Lear Corporation is an American company that manufactures automotive seating and electrical systems. In 2019, it ranked #147 and in 2018, it ranked #148 on the Fortune 500 list.
Lennar Corporation is an American home construction company based in Miami-Dade County, Florida. As of 2025, it is the second-largest home construction company in the United States based on the number of homes sold. Lennar has investments in multifamily and single-family residential rental properties, luxury development, property technology with LenX, and mortgage lending from Lennar Mortgage.
LEA vs LEN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.0B | $9.4B |
| Net Profit | $82.7M | $490.2M |
| Gross Margin | 5.7% | — |
| Operating Margin | 2.6% | 7.3% |
| Net Margin | 1.4% | 5.2% |
| Revenue YoY | 4.8% | -5.8% |
| Net Profit YoY | -6.1% | -55.3% |
| EPS (diluted) | $1.58 | — |
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 | $6.0B | $9.4B | ||
| Q3 25 | $5.7B | $8.8B | ||
| Q2 25 | $6.0B | $8.4B | ||
| Q1 25 | $5.6B | $7.6B | ||
| Q4 24 | $5.7B | $9.9B | ||
| Q3 24 | $5.6B | $9.4B | ||
| Q2 24 | $6.0B | $8.8B | ||
| Q1 24 | $6.0B | $7.3B |
| Q4 25 | $82.7M | $490.2M | ||
| Q3 25 | $108.2M | $591.0M | ||
| Q2 25 | $165.2M | $477.4M | ||
| Q1 25 | $80.7M | $519.5M | ||
| Q4 24 | $88.1M | $1.1B | ||
| Q3 24 | $135.8M | $1.2B | ||
| Q2 24 | $173.1M | $954.3M | ||
| Q1 24 | $109.6M | $719.3M |
| Q4 25 | 5.7% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 7.3% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 7.5% | — | ||
| Q1 24 | 6.6% | — |
| Q4 25 | 2.6% | 7.3% | ||
| Q3 25 | 3.4% | 9.0% | ||
| Q2 25 | 4.1% | 7.7% | ||
| Q1 25 | 3.3% | 9.1% | ||
| Q4 24 | 3.7% | 14.7% | ||
| Q3 24 | 3.9% | 16.3% | ||
| Q2 24 | 4.3% | 14.4% | ||
| Q1 24 | 3.3% | 12.7% |
| Q4 25 | 1.4% | 5.2% | ||
| Q3 25 | 1.9% | 6.7% | ||
| Q2 25 | 2.7% | 5.7% | ||
| Q1 25 | 1.5% | 6.8% | ||
| Q4 24 | 1.5% | 11.0% | ||
| Q3 24 | 2.4% | 12.3% | ||
| Q2 24 | 2.9% | 10.9% | ||
| Q1 24 | 1.8% | 9.8% |
| Q4 25 | $1.58 | — | ||
| Q3 25 | $2.02 | $2.29 | ||
| Q2 25 | $3.06 | $1.81 | ||
| Q1 25 | $1.49 | $1.96 | ||
| Q4 24 | $1.64 | $4.03 | ||
| Q3 24 | $2.41 | $4.26 | ||
| Q2 24 | $3.02 | $3.45 | ||
| Q1 24 | $1.90 | $2.57 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $3.8B |
| Total DebtLower is stronger | $2.7B | $5.9B |
| Stockholders' EquityBook value | $5.0B | $22.0B |
| Total Assets | $14.8B | $34.4B |
| Debt / EquityLower = less leverage | 0.54× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $3.8B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $887.9M | — | ||
| Q1 25 | $779.9M | — | ||
| Q4 24 | $1.1B | $4.9B | ||
| Q3 24 | $763.9M | — | ||
| Q2 24 | $950.3M | — | ||
| Q1 24 | $930.4M | — |
| Q4 25 | $2.7B | $5.9B | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | $4.2B | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
| Q4 25 | $5.0B | $22.0B | ||
| Q3 25 | $5.1B | $22.6B | ||
| Q2 25 | $5.1B | $22.6B | ||
| Q1 25 | $4.7B | $22.7B | ||
| Q4 24 | $4.5B | $27.9B | ||
| Q3 24 | $4.8B | $27.4B | ||
| Q2 24 | $4.8B | $26.9B | ||
| Q1 24 | $4.9B | $26.6B |
| Q4 25 | $14.8B | $34.4B | ||
| Q3 25 | $15.2B | $34.9B | ||
| Q2 25 | $15.3B | $34.4B | ||
| Q1 25 | $14.6B | $35.0B | ||
| Q4 24 | $14.0B | $41.3B | ||
| Q3 24 | $14.8B | $39.7B | ||
| Q2 24 | $14.7B | $38.7B | ||
| Q1 24 | $14.9B | $39.0B |
| Q4 25 | 0.54× | 0.27× | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | 0.61× | 0.15× | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.57× | — | ||
| Q1 24 | 0.56× | — |
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 | $475.9M | $1.8B |
| Free Cash FlowOCF − Capex | $281.1M | $1.7B |
| FCF MarginFCF / Revenue | 4.7% | 17.9% |
| Capex IntensityCapex / Revenue | 3.3% | 0.9% |
| Cash ConversionOCF / Net Profit | 5.75× | 3.59× |
| TTM Free Cash FlowTrailing 4 quarters | $527.2M | $28.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $475.9M | $1.8B | ||
| Q3 25 | $444.4M | $-158.6M | ||
| Q2 25 | $296.2M | $-1.1B | ||
| Q1 25 | $-127.7M | $-289.0M | ||
| Q4 24 | $680.8M | $974.5M | ||
| Q3 24 | $182.7M | $819.2M | ||
| Q2 24 | $291.2M | $241.8M | ||
| Q1 24 | $-34.6M | $367.9M |
| Q4 25 | $281.1M | $1.7B | ||
| Q3 25 | $307.0M | $-190.8M | ||
| Q2 25 | $170.8M | $-1.1B | ||
| Q1 25 | $-231.7M | $-345.1M | ||
| Q4 24 | $488.7M | $933.1M | ||
| Q3 24 | $50.5M | $800.8M | ||
| Q2 24 | $170.4M | $203.0M | ||
| Q1 24 | $-148.2M | $294.9M |
| Q4 25 | 4.7% | 17.9% | ||
| Q3 25 | 5.4% | -2.2% | ||
| Q2 25 | 2.8% | -13.3% | ||
| Q1 25 | -4.2% | -4.5% | ||
| Q4 24 | 8.6% | 9.4% | ||
| Q3 24 | 0.9% | 8.5% | ||
| Q2 24 | 2.8% | 2.3% | ||
| Q1 24 | -2.5% | 4.0% |
| Q4 25 | 3.3% | 0.9% | ||
| Q3 25 | 2.4% | 0.4% | ||
| Q2 25 | 2.1% | 0.2% | ||
| Q1 25 | 1.9% | 0.7% | ||
| Q4 24 | 3.4% | 0.4% | ||
| Q3 24 | 2.4% | 0.2% | ||
| Q2 24 | 2.0% | 0.4% | ||
| Q1 24 | 1.9% | 1.0% |
| Q4 25 | 5.75× | 3.59× | ||
| Q3 25 | 4.11× | -0.27× | ||
| Q2 25 | 1.79× | -2.29× | ||
| Q1 25 | -1.58× | -0.56× | ||
| Q4 24 | 7.73× | 0.89× | ||
| Q3 24 | 1.35× | 0.70× | ||
| Q2 24 | 1.68× | 0.25× | ||
| Q1 24 | -0.32× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LEA
| Other | $3.5B | 59% |
| Seating Segment | $1.9B | 32% |
| E Systems Segment | $520.6M | 9% |
LEN
| Lennar Homebuilding East Central West Houstonand Other | $8.9B | 95% |
| Lennar Financial Services | $308.8M | 3% |
| Lennar Multifamily | $158.7M | 2% |
| Lennar Other | $14.8M | 0% |
| Homebuilding Other Regions | $3.9M | 0% |
