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Side-by-side financial comparison of LEAR CORP (LEA) and PulteGroup (PHM). Click either name above to swap in a different company.
LEAR CORP is the larger business by last-quarter revenue ($5.8B vs $3.4B, roughly 1.7× PulteGroup). PulteGroup runs the higher net margin — 10.2% vs 3.0%, a 7.2% gap on every dollar of revenue. On growth, LEAR CORP posted the faster year-over-year revenue change (4.7% vs -12.4%). Over the past eight quarters, LEAR CORP's revenue compounded faster (-1.6% CAGR vs -13.9%).
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.
PulteGroup, Inc. is an American residential home-construction company based in Atlanta, Georgia, United States. As of 2023, the company is the third-largest home-construction company in the United States based on the number of homes closed. In total, the company has built over 775,000 homes.
LEA vs PHM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.8B | $3.4B |
| Net Profit | $172.3M | $347.0M |
| Gross Margin | 7.7% | — |
| Operating Margin | — | — |
| Net Margin | 3.0% | 10.2% |
| Revenue YoY | 4.7% | -12.4% |
| Net Profit YoY | 113.5% | — |
| EPS (diluted) | $3.34 | — |
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 | $3.4B | ||
| Q4 25 | $6.0B | $4.6B | ||
| Q3 25 | $5.7B | $4.4B | ||
| Q2 25 | $6.0B | $4.4B | ||
| Q1 25 | $5.6B | $3.9B | ||
| Q4 24 | $5.7B | $4.9B | ||
| Q3 24 | $5.6B | $4.5B | ||
| Q2 24 | $6.0B | $4.6B |
| Q1 26 | $172.3M | $347.0M | ||
| Q4 25 | $82.7M | $501.6M | ||
| Q3 25 | $108.2M | $585.8M | ||
| Q2 25 | $165.2M | $608.5M | ||
| Q1 25 | $80.7M | $522.8M | ||
| Q4 24 | $88.1M | $913.2M | ||
| Q3 24 | $135.8M | $697.9M | ||
| Q2 24 | $173.1M | $809.1M |
| Q1 26 | 7.7% | — | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 6.4% | 27.8% | ||
| Q2 25 | 7.3% | 28.6% | ||
| Q1 25 | 6.5% | 28.8% | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 7.3% | 30.4% | ||
| Q2 24 | 7.5% | 31.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 3.9% | — | ||
| Q2 24 | 4.3% | — |
| Q1 26 | 3.0% | 10.2% | ||
| Q4 25 | 1.4% | 10.9% | ||
| Q3 25 | 1.9% | 13.3% | ||
| Q2 25 | 2.7% | 13.8% | ||
| Q1 25 | 1.5% | 13.4% | ||
| Q4 24 | 1.5% | 18.6% | ||
| Q3 24 | 2.4% | 15.6% | ||
| Q2 24 | 2.9% | 17.6% |
| Q1 26 | $3.34 | — | ||
| Q4 25 | $1.58 | $2.56 | ||
| Q3 25 | $2.02 | $2.96 | ||
| Q2 25 | $3.06 | $3.03 | ||
| Q1 25 | $1.49 | $2.57 | ||
| Q4 24 | $1.64 | $4.41 | ||
| Q3 24 | $2.41 | $3.35 | ||
| Q2 24 | $3.02 | $3.83 |
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 | $1.8B |
| Total DebtLower is stronger | $2.7B | — |
| Stockholders' EquityBook value | $5.3B | $13.0B |
| Total Assets | $15.5B | $5.2B |
| Debt / EquityLower = less leverage | 0.52× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $881.9M | $1.8B | ||
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $887.9M | $1.2B | ||
| Q1 25 | $779.9M | $1.2B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $763.9M | $1.4B | ||
| Q2 24 | $950.3M | $1.4B |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $43.9M | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | $31.1M | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — |
| Q1 26 | $5.3B | $13.0B | ||
| Q4 25 | $5.0B | $13.0B | ||
| Q3 25 | $5.1B | $12.8B | ||
| Q2 25 | $5.1B | $12.6B | ||
| Q1 25 | $4.7B | $12.3B | ||
| Q4 24 | $4.5B | $12.1B | ||
| Q3 24 | $4.8B | $11.6B | ||
| Q2 24 | $4.8B | $11.2B |
| Q1 26 | $15.5B | $5.2B | ||
| Q4 25 | $14.8B | $18.0B | ||
| Q3 25 | $15.2B | $17.9B | ||
| Q2 25 | $15.3B | $17.6B | ||
| Q1 25 | $14.6B | $17.3B | ||
| Q4 24 | $14.0B | $17.4B | ||
| Q3 24 | $14.8B | $17.0B | ||
| Q2 24 | $14.7B | $16.5B |
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.54× | 0.00× | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | 0.61× | 0.00× | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.57× | — |
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 | $159.8M |
| Free Cash FlowOCF − Capex | $-26.5M | — |
| FCF MarginFCF / Revenue | -0.5% | — |
| Capex IntensityCapex / Revenue | 2.1% | 0.7% |
| Cash ConversionOCF / Net Profit | 0.57× | 0.46× |
| TTM Free Cash FlowTrailing 4 quarters | $732.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $98.1M | $159.8M | ||
| Q4 25 | $475.9M | $771.1M | ||
| Q3 25 | $444.4M | $678.4M | ||
| Q2 25 | $296.2M | $287.5M | ||
| Q1 25 | $-127.7M | $134.2M | ||
| Q4 24 | $680.8M | $567.6M | ||
| Q3 24 | $182.7M | $455.9M | ||
| Q2 24 | $291.2M | $417.5M |
| Q1 26 | $-26.5M | — | ||
| Q4 25 | $281.1M | $739.8M | ||
| Q3 25 | $307.0M | $651.1M | ||
| Q2 25 | $170.8M | $253.0M | ||
| Q1 25 | $-231.7M | $104.6M | ||
| Q4 24 | $488.7M | $543.1M | ||
| Q3 24 | $50.5M | $417.2M | ||
| Q2 24 | $170.4M | $386.2M |
| Q1 26 | -0.5% | — | ||
| Q4 25 | 4.7% | 16.0% | ||
| Q3 25 | 5.4% | 14.8% | ||
| Q2 25 | 2.8% | 5.7% | ||
| Q1 25 | -4.2% | 2.7% | ||
| Q4 24 | 8.6% | 11.0% | ||
| Q3 24 | 0.9% | 9.3% | ||
| Q2 24 | 2.8% | 8.4% |
| Q1 26 | 2.1% | 0.7% | ||
| Q4 25 | 3.3% | 0.7% | ||
| Q3 25 | 2.4% | 0.6% | ||
| Q2 25 | 2.1% | 0.8% | ||
| Q1 25 | 1.9% | 0.8% | ||
| Q4 24 | 3.4% | 0.5% | ||
| Q3 24 | 2.4% | 0.9% | ||
| Q2 24 | 2.0% | 0.7% |
| Q1 26 | 0.57× | 0.46× | ||
| Q4 25 | 5.75× | 1.54× | ||
| Q3 25 | 4.11× | 1.16× | ||
| Q2 25 | 1.79× | 0.47× | ||
| Q1 25 | -1.58× | 0.26× | ||
| Q4 24 | 7.73× | 0.62× | ||
| Q3 24 | 1.35× | 0.65× | ||
| Q2 24 | 1.68× | 0.52× |
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% |
PHM
| Home sale revenues | $3.3B | 97% |
| Financial Services | $71.7M | 2% |
| Land sale and other revenues | $29.3M | 1% |
