vs
Side-by-side financial comparison of LEAR CORP (LEA) and McDonald's (MCD). Click either name above to swap in a different company.
McDonald's is the larger business by last-quarter revenue ($7.0B vs $6.0B, roughly 1.2× LEAR CORP). McDonald's runs the higher net margin — 30.9% vs 1.4%, a 29.5% gap on every dollar of revenue. On growth, McDonald's posted the faster year-over-year revenue change (9.7% vs 4.8%). McDonald's produced more free cash flow last quarter ($1.6B vs $281.1M). Over the past eight quarters, McDonald's's revenue compounded faster (6.6% 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.
McDonald's Corporation, doing business as McDonald's, is an American multinational fast food restaurant chain. As of 2024, it is the second-largest by number of locations in the world, behind the Chinese chain Mixue Ice Cream & Tea.
LEA vs MCD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.0B | $7.0B |
| Net Profit | $82.7M | $2.2B |
| Gross Margin | 5.7% | — |
| Operating Margin | 2.6% | 45.0% |
| Net Margin | 1.4% | 30.9% |
| Revenue YoY | 4.8% | 9.7% |
| Net Profit YoY | -6.1% | 7.3% |
| EPS (diluted) | $1.58 | $3.03 |
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 | $7.0B | ||
| Q3 25 | $5.7B | $7.1B | ||
| Q2 25 | $6.0B | $6.8B | ||
| Q1 25 | $5.6B | $6.0B | ||
| Q4 24 | $5.7B | $6.4B | ||
| Q3 24 | $5.6B | $6.9B | ||
| Q2 24 | $6.0B | $6.5B | ||
| Q1 24 | $6.0B | $6.2B |
| Q4 25 | $82.7M | $2.2B | ||
| Q3 25 | $108.2M | $2.3B | ||
| Q2 25 | $165.2M | $2.3B | ||
| Q1 25 | $80.7M | $1.9B | ||
| Q4 24 | $88.1M | $2.0B | ||
| Q3 24 | $135.8M | $2.3B | ||
| Q2 24 | $173.1M | $2.0B | ||
| Q1 24 | $109.6M | $1.9B |
| Q4 25 | 5.7% | — | ||
| Q3 25 | 6.4% | 90.6% | ||
| Q2 25 | 7.3% | 90.4% | ||
| Q1 25 | 6.5% | 89.6% | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 7.3% | 90.6% | ||
| Q2 24 | 7.5% | 90.3% | ||
| Q1 24 | 6.6% | 89.8% |
| Q4 25 | 2.6% | 45.0% | ||
| Q3 25 | 3.4% | 47.4% | ||
| Q2 25 | 4.1% | 47.2% | ||
| Q1 25 | 3.3% | 44.5% | ||
| Q4 24 | 3.7% | 44.9% | ||
| Q3 24 | 3.9% | 46.4% | ||
| Q2 24 | 4.3% | 45.0% | ||
| Q1 24 | 3.3% | 44.4% |
| Q4 25 | 1.4% | 30.9% | ||
| Q3 25 | 1.9% | 32.2% | ||
| Q2 25 | 2.7% | 32.9% | ||
| Q1 25 | 1.5% | 31.4% | ||
| Q4 24 | 1.5% | 31.6% | ||
| Q3 24 | 2.4% | 32.8% | ||
| Q2 24 | 2.9% | 31.2% | ||
| Q1 24 | 1.8% | 31.3% |
| Q4 25 | $1.58 | $3.03 | ||
| Q3 25 | $2.02 | $3.18 | ||
| Q2 25 | $3.06 | $3.14 | ||
| Q1 25 | $1.49 | $2.60 | ||
| Q4 24 | $1.64 | $2.80 | ||
| Q3 24 | $2.41 | $3.13 | ||
| Q2 24 | $3.02 | $2.80 | ||
| Q1 24 | $1.90 | $2.66 |
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 | $774.0M |
| Total DebtLower is stronger | $2.7B | $40.0B |
| Stockholders' EquityBook value | $5.0B | $-1.8B |
| Total Assets | $14.8B | $59.5B |
| Debt / EquityLower = less leverage | 0.54× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $774.0M | ||
| Q3 25 | $1.0B | $2.4B | ||
| Q2 25 | $887.9M | $1.9B | ||
| Q1 25 | $779.9M | $1.2B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $763.9M | $1.2B | ||
| Q2 24 | $950.3M | $792.0M | ||
| Q1 24 | $930.4M | $838.0M |
| Q4 25 | $2.7B | $40.0B | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | $38.4B | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
| Q4 25 | $5.0B | $-1.8B | ||
| Q3 25 | $5.1B | $-2.2B | ||
| Q2 25 | $5.1B | $-2.8B | ||
| Q1 25 | $4.7B | $-3.5B | ||
| Q4 24 | $4.5B | $-3.8B | ||
| Q3 24 | $4.8B | $-5.2B | ||
| Q2 24 | $4.8B | $-4.8B | ||
| Q1 24 | $4.9B | $-4.8B |
| Q4 25 | $14.8B | $59.5B | ||
| Q3 25 | $15.2B | $60.6B | ||
| Q2 25 | $15.3B | $59.6B | ||
| Q1 25 | $14.6B | $56.3B | ||
| Q4 24 | $14.0B | $55.2B | ||
| Q3 24 | $14.8B | $56.2B | ||
| Q2 24 | $14.7B | $53.8B | ||
| Q1 24 | $14.9B | $53.5B |
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | 0.61× | — | ||
| 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 | $2.7B |
| Free Cash FlowOCF − Capex | $281.1M | $1.6B |
| FCF MarginFCF / Revenue | 4.7% | 23.4% |
| Capex IntensityCapex / Revenue | 3.3% | 15.1% |
| Cash ConversionOCF / Net Profit | 5.75× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | $527.2M | $7.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $475.9M | $2.7B | ||
| Q3 25 | $444.4M | $3.4B | ||
| Q2 25 | $296.2M | $2.0B | ||
| Q1 25 | $-127.7M | $2.4B | ||
| Q4 24 | $680.8M | $2.6B | ||
| Q3 24 | $182.7M | $2.7B | ||
| Q2 24 | $291.2M | $1.7B | ||
| Q1 24 | $-34.6M | $2.4B |
| Q4 25 | $281.1M | $1.6B | ||
| Q3 25 | $307.0M | $2.4B | ||
| Q2 25 | $170.8M | $1.3B | ||
| Q1 25 | $-231.7M | $1.9B | ||
| Q4 24 | $488.7M | $1.8B | ||
| Q3 24 | $50.5M | $1.9B | ||
| Q2 24 | $170.4M | $1.1B | ||
| Q1 24 | $-148.2M | $1.8B |
| Q4 25 | 4.7% | 23.4% | ||
| Q3 25 | 5.4% | 34.1% | ||
| Q2 25 | 2.8% | 18.3% | ||
| Q1 25 | -4.2% | 31.5% | ||
| Q4 24 | 8.6% | 28.6% | ||
| Q3 24 | 0.9% | 28.3% | ||
| Q2 24 | 2.8% | 16.3% | ||
| Q1 24 | -2.5% | 29.9% |
| Q4 25 | 3.3% | 15.1% | ||
| Q3 25 | 2.4% | 14.3% | ||
| Q2 25 | 2.1% | 10.9% | ||
| Q1 25 | 1.9% | 9.3% | ||
| Q4 24 | 3.4% | 12.6% | ||
| Q3 24 | 2.4% | 11.6% | ||
| Q2 24 | 2.0% | 9.7% | ||
| Q1 24 | 1.9% | 8.9% |
| Q4 25 | 5.75× | 1.25× | ||
| Q3 25 | 4.11× | 1.50× | ||
| Q2 25 | 1.79× | 0.89× | ||
| Q1 25 | -1.58× | 1.30× | ||
| Q4 24 | 7.73× | 1.30× | ||
| Q3 24 | 1.35× | 1.21× | ||
| Q2 24 | 1.68× | 0.84× | ||
| Q1 24 | -0.32× | 1.24× |
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% |
MCD
| International Operated Markets | $3.6B | 51% |
| Other | $2.8B | 40% |
| International Developmental Licensed Marketsand Corporate | $633.0M | 9% |
