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Side-by-side financial comparison of LEAR CORP (LEA) and Nike, Inc. (NKE). Click either name above to swap in a different company.
Nike, Inc. is the larger business by last-quarter revenue ($11.3B vs $5.8B, roughly 1.9× LEAR CORP). Nike, Inc. runs the higher net margin — 4.6% vs 3.0%, a 1.7% gap on every dollar of revenue. On growth, LEAR CORP posted the faster year-over-year revenue change (4.7% vs 0.1%). Over the past eight quarters, LEAR CORP's revenue compounded faster (-1.6% CAGR vs -5.4%).
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.
Nike often refers to:Nike, Inc., a major American producer of athletic shoes, apparel, and sports equipment Nike (mythology), a Greek goddess who personifies victory
LEA vs NKE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.8B | $11.3B |
| Net Profit | $172.3M | $520.0M |
| Gross Margin | 7.7% | 40.2% |
| Operating Margin | — | — |
| Net Margin | 3.0% | 4.6% |
| Revenue YoY | 4.7% | 0.1% |
| Net Profit YoY | 113.5% | -34.5% |
| EPS (diluted) | $3.34 | $0.35 |
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.
| Q1 26 | $5.8B | $11.3B | ||
| Q4 25 | $6.0B | $12.4B | ||
| Q3 25 | $5.7B | $11.7B | ||
| Q2 25 | $6.0B | $11.1B | ||
| Q1 25 | $5.6B | $11.3B | ||
| Q4 24 | $5.7B | $12.4B | ||
| Q3 24 | $5.6B | $11.6B | ||
| Q2 24 | $6.0B | $12.6B |
| Q1 26 | $172.3M | $520.0M | ||
| Q4 25 | $82.7M | $792.0M | ||
| Q3 25 | $108.2M | $727.0M | ||
| Q2 25 | $165.2M | $211.0M | ||
| Q1 25 | $80.7M | $794.0M | ||
| Q4 24 | $88.1M | $1.2B | ||
| Q3 24 | $135.8M | $1.1B | ||
| Q2 24 | $173.1M | $1.5B |
| Q1 26 | 7.7% | 40.2% | ||
| Q4 25 | 5.7% | 40.6% | ||
| Q3 25 | 6.4% | 42.2% | ||
| Q2 25 | 7.3% | 40.3% | ||
| Q1 25 | 6.5% | 41.5% | ||
| Q4 24 | 6.8% | 43.6% | ||
| Q3 24 | 7.3% | 45.4% | ||
| Q2 24 | 7.5% | 44.7% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 4.1% | 2.9% | ||
| Q1 25 | 3.3% | 7.5% | ||
| Q4 24 | 3.7% | 11.5% | ||
| Q3 24 | 3.9% | 11.3% | ||
| Q2 24 | 4.3% | 13.7% |
| Q1 26 | 3.0% | 4.6% | ||
| Q4 25 | 1.4% | 6.4% | ||
| Q3 25 | 1.9% | 6.2% | ||
| Q2 25 | 2.7% | 1.9% | ||
| Q1 25 | 1.5% | 7.0% | ||
| Q4 24 | 1.5% | 9.4% | ||
| Q3 24 | 2.4% | 9.1% | ||
| Q2 24 | 2.9% | 11.9% |
| Q1 26 | $3.34 | $0.35 | ||
| Q4 25 | $1.58 | $0.53 | ||
| Q3 25 | $2.02 | $0.49 | ||
| Q2 25 | $3.06 | $0.14 | ||
| Q1 25 | $1.49 | $0.54 | ||
| Q4 24 | $1.64 | $0.78 | ||
| Q3 24 | $2.41 | $0.70 | ||
| Q2 24 | $3.02 | $0.99 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $881.9M | $8.1B |
| Total DebtLower is stronger | $2.7B | $8.0B |
| Stockholders' EquityBook value | $5.3B | $14.1B |
| Total Assets | $15.5B | $37.1B |
| Debt / EquityLower = less leverage | 0.52× | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $881.9M | $8.1B | ||
| Q4 25 | $1.0B | $7.0B | ||
| Q3 25 | $1.0B | $7.0B | ||
| Q2 25 | $887.9M | $7.5B | ||
| Q1 25 | $779.9M | $8.6B | ||
| Q4 24 | $1.1B | $8.0B | ||
| Q3 24 | $763.9M | $8.5B | ||
| Q2 24 | $950.3M | $9.9B |
| Q1 26 | $2.7B | $8.0B | ||
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | $8.0B | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | $8.9B |
| Q1 26 | $5.3B | $14.1B | ||
| Q4 25 | $5.0B | $14.1B | ||
| Q3 25 | $5.1B | $13.5B | ||
| Q2 25 | $5.1B | $13.2B | ||
| Q1 25 | $4.7B | $14.0B | ||
| Q4 24 | $4.5B | $14.0B | ||
| Q3 24 | $4.8B | $13.9B | ||
| Q2 24 | $4.8B | $14.4B |
| Q1 26 | $15.5B | $37.1B | ||
| Q4 25 | $14.8B | $37.8B | ||
| Q3 25 | $15.2B | $37.3B | ||
| Q2 25 | $15.3B | $36.6B | ||
| Q1 25 | $14.6B | $37.8B | ||
| Q4 24 | $14.0B | $38.0B | ||
| Q3 24 | $14.8B | $37.9B | ||
| Q2 24 | $14.7B | $38.1B |
| Q1 26 | 0.52× | 0.57× | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.54× | 0.60× | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | 0.61× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.57× | 0.62× |
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 | $98.1M | — |
| Free Cash FlowOCF − Capex | $-26.5M | — |
| FCF MarginFCF / Revenue | -0.5% | — |
| Capex IntensityCapex / Revenue | 2.1% | — |
| Cash ConversionOCF / Net Profit | 0.57× | — |
| TTM Free Cash FlowTrailing 4 quarters | $732.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $98.1M | — | ||
| Q4 25 | $475.9M | $579.0M | ||
| Q3 25 | $444.4M | $222.0M | ||
| Q2 25 | $296.2M | $463.0M | ||
| Q1 25 | $-127.7M | $1.8B | ||
| Q4 24 | $680.8M | $1.0B | ||
| Q3 24 | $182.7M | $394.0M | ||
| Q2 24 | $291.2M | $2.6B |
| Q1 26 | $-26.5M | — | ||
| Q4 25 | $281.1M | $386.0M | ||
| Q3 25 | $307.0M | $15.0M | ||
| Q2 25 | $170.8M | $363.0M | ||
| Q1 25 | $-231.7M | $1.7B | ||
| Q4 24 | $488.7M | $920.0M | ||
| Q3 24 | $50.5M | $274.0M | ||
| Q2 24 | $170.4M | $2.4B |
| Q1 26 | -0.5% | — | ||
| Q4 25 | 4.7% | 3.1% | ||
| Q3 25 | 5.4% | 0.1% | ||
| Q2 25 | 2.8% | 3.3% | ||
| Q1 25 | -4.2% | 15.2% | ||
| Q4 24 | 8.6% | 7.4% | ||
| Q3 24 | 0.9% | 2.4% | ||
| Q2 24 | 2.8% | 19.1% |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 3.3% | 1.6% | ||
| Q3 25 | 2.4% | 1.8% | ||
| Q2 25 | 2.1% | 0.9% | ||
| Q1 25 | 1.9% | 0.7% | ||
| Q4 24 | 3.4% | 1.0% | ||
| Q3 24 | 2.4% | 1.0% | ||
| Q2 24 | 2.0% | 1.7% |
| Q1 26 | 0.57× | — | ||
| Q4 25 | 5.75× | 0.73× | ||
| Q3 25 | 4.11× | 0.31× | ||
| Q2 25 | 1.79× | 2.19× | ||
| Q1 25 | -1.58× | 2.26× | ||
| Q4 24 | 7.73× | 0.90× | ||
| Q3 24 | 1.35× | 0.37× | ||
| Q2 24 | 1.68× | 1.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LEA
| Seating | $4.4B | 76% |
| E-Systems | $1.4B | 24% |
NKE
Segment breakdown not available.
