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Side-by-side financial comparison of LEAR CORP (LEA) and PBF Energy Inc. (PBF). Click either name above to swap in a different company.
PBF Energy Inc. is the larger business by last-quarter revenue ($7.1B vs $6.0B, roughly 1.2× LEAR CORP). LEAR CORP runs the higher net margin — 1.4% vs 1.1%, a 0.3% gap on every dollar of revenue. On growth, LEAR CORP posted the faster year-over-year revenue change (4.8% vs -2.9%). LEAR CORP produced more free cash flow last quarter ($281.1M vs $77.0M). Over the past eight quarters, LEAR CORP's revenue compounded faster (-0.1% CAGR vs -9.1%).
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.
PBF Energy Inc. is a petroleum refining and logistics company that produces and sells transportation fuels, heating oils, lubricants, petrochemical feedstocks, and other petroleum products. The company owns and operated 6 refineries throughout the United States, located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; the Delaware City Refinery in Delaware City; Torrance, California; Martinez, California. PBF produces a range of products including gasoline, ultra-low-sulfur diese...
LEA vs PBF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.0B | $7.1B |
| Net Profit | $82.7M | $78.4M |
| Gross Margin | 5.7% | -1.8% |
| Operating Margin | 2.6% | 1.8% |
| Net Margin | 1.4% | 1.1% |
| Revenue YoY | 4.8% | -2.9% |
| Net Profit YoY | -6.1% | 127.1% |
| EPS (diluted) | $1.58 | $0.74 |
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 | $7.1B | ||
| Q3 25 | $5.7B | $7.7B | ||
| Q2 25 | $6.0B | $7.5B | ||
| Q1 25 | $5.6B | $7.1B | ||
| Q4 24 | $5.7B | $7.4B | ||
| Q3 24 | $5.6B | $8.4B | ||
| Q2 24 | $6.0B | $8.7B | ||
| Q1 24 | $6.0B | $8.6B |
| Q4 25 | $82.7M | $78.4M | ||
| Q3 25 | $108.2M | $170.1M | ||
| Q2 25 | $165.2M | $-5.2M | ||
| Q1 25 | $80.7M | $-401.8M | ||
| Q4 24 | $88.1M | $-289.3M | ||
| Q3 24 | $135.8M | $-285.9M | ||
| Q2 24 | $173.1M | $-65.2M | ||
| Q1 24 | $109.6M | $106.6M |
| Q4 25 | 5.7% | -1.8% | ||
| Q3 25 | 6.4% | 0.5% | ||
| Q2 25 | 7.3% | -0.8% | ||
| Q1 25 | 6.5% | -5.9% | ||
| Q4 24 | 6.8% | -4.2% | ||
| Q3 24 | 7.3% | -3.4% | ||
| Q2 24 | 7.5% | 0.1% | ||
| Q1 24 | 6.6% | 2.5% |
| Q4 25 | 2.6% | 1.8% | ||
| Q3 25 | 3.4% | 3.7% | ||
| Q2 25 | 4.1% | 0.6% | ||
| Q1 25 | 3.3% | -7.2% | ||
| Q4 24 | 3.7% | -5.2% | ||
| Q3 24 | 3.9% | -4.6% | ||
| Q2 24 | 4.3% | -0.9% | ||
| Q1 24 | 3.3% | 1.7% |
| Q4 25 | 1.4% | 1.1% | ||
| Q3 25 | 1.9% | 2.2% | ||
| Q2 25 | 2.7% | -0.1% | ||
| Q1 25 | 1.5% | -5.7% | ||
| Q4 24 | 1.5% | -3.9% | ||
| Q3 24 | 2.4% | -3.4% | ||
| Q2 24 | 2.9% | -0.7% | ||
| Q1 24 | 1.8% | 1.2% |
| Q4 25 | $1.58 | $0.74 | ||
| Q3 25 | $2.02 | $1.45 | ||
| Q2 25 | $3.06 | $-0.05 | ||
| Q1 25 | $1.49 | $-3.53 | ||
| Q4 24 | $1.64 | $-2.41 | ||
| Q3 24 | $2.41 | $-2.49 | ||
| Q2 24 | $3.02 | $-0.56 | ||
| Q1 24 | $1.90 | $0.86 |
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 | $527.9M |
| Total DebtLower is stronger | $2.7B | — |
| Stockholders' EquityBook value | $5.0B | $5.3B |
| Total Assets | $14.8B | $13.0B |
| Debt / EquityLower = less leverage | 0.54× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $527.9M | ||
| Q3 25 | $1.0B | $482.0M | ||
| Q2 25 | $887.9M | $590.7M | ||
| Q1 25 | $779.9M | $468.6M | ||
| Q4 24 | $1.1B | $536.1M | ||
| Q3 24 | $763.9M | $976.7M | ||
| Q2 24 | $950.3M | $1.4B | ||
| Q1 24 | $930.4M | $1.4B |
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
| Q4 25 | $5.0B | $5.3B | ||
| Q3 25 | $5.1B | $5.2B | ||
| Q2 25 | $5.1B | $5.1B | ||
| Q1 25 | $4.7B | $5.1B | ||
| Q4 24 | $4.5B | $5.5B | ||
| Q3 24 | $4.8B | $5.9B | ||
| Q2 24 | $4.8B | $6.3B | ||
| Q1 24 | $4.9B | $6.5B |
| Q4 25 | $14.8B | $13.0B | ||
| Q3 25 | $15.2B | $13.0B | ||
| Q2 25 | $15.3B | $13.0B | ||
| Q1 25 | $14.6B | $13.0B | ||
| Q4 24 | $14.0B | $12.7B | ||
| Q3 24 | $14.8B | $13.1B | ||
| Q2 24 | $14.7B | $14.1B | ||
| Q1 24 | $14.9B | $13.8B |
| 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 | $366.6M |
| Free Cash FlowOCF − Capex | $281.1M | $77.0M |
| FCF MarginFCF / Revenue | 4.7% | 1.1% |
| Capex IntensityCapex / Revenue | 3.3% | 4.1% |
| Cash ConversionOCF / Net Profit | 5.75× | 4.68× |
| TTM Free Cash FlowTrailing 4 quarters | $527.2M | $-783.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $475.9M | $366.6M | ||
| Q3 25 | $444.4M | $25.7M | ||
| Q2 25 | $296.2M | $191.1M | ||
| Q1 25 | $-127.7M | $-661.4M | ||
| Q4 24 | $680.8M | $-329.7M | ||
| Q3 24 | $182.7M | $-68.0M | ||
| Q2 24 | $291.2M | $425.3M | ||
| Q1 24 | $-34.6M | $15.8M |
| Q4 25 | $281.1M | $77.0M | ||
| Q3 25 | $307.0M | $-122.8M | ||
| Q2 25 | $170.8M | $35.0M | ||
| Q1 25 | $-231.7M | $-772.4M | ||
| Q4 24 | $488.7M | $-425.7M | ||
| Q3 24 | $50.5M | $-169.8M | ||
| Q2 24 | $170.4M | $371.8M | ||
| Q1 24 | $-148.2M | $-123.8M |
| Q4 25 | 4.7% | 1.1% | ||
| Q3 25 | 5.4% | -1.6% | ||
| Q2 25 | 2.8% | 0.5% | ||
| Q1 25 | -4.2% | -10.9% | ||
| Q4 24 | 8.6% | -5.8% | ||
| Q3 24 | 0.9% | -2.0% | ||
| Q2 24 | 2.8% | 4.3% | ||
| Q1 24 | -2.5% | -1.4% |
| Q4 25 | 3.3% | 4.1% | ||
| Q3 25 | 2.4% | 1.9% | ||
| Q2 25 | 2.1% | 2.1% | ||
| Q1 25 | 1.9% | 1.6% | ||
| Q4 24 | 3.4% | 1.3% | ||
| Q3 24 | 2.4% | 1.2% | ||
| Q2 24 | 2.0% | 0.6% | ||
| Q1 24 | 1.9% | 1.6% |
| Q4 25 | 5.75× | 4.68× | ||
| Q3 25 | 4.11× | 0.15× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | -1.58× | — | ||
| Q4 24 | 7.73× | — | ||
| Q3 24 | 1.35× | — | ||
| Q2 24 | 1.68× | — | ||
| Q1 24 | -0.32× | 0.15× |
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% |
PBF
| Gasoline And Distillate | $6.4B | 89% |
| Asphaltand Residual Oil | $283.6M | 4% |
| Other | $149.4M | 2% |
| Chemicals | $145.1M | 2% |
| Logistics Group | $93.5M | 1% |
| Lubricants | $81.9M | 1% |
