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Side-by-side financial comparison of LEAR CORP (LEA) and PayPal (PYPL). Click either name above to swap in a different company.
PayPal is the larger business by last-quarter revenue ($8.7B vs $6.0B, roughly 1.4× LEAR CORP). PayPal runs the higher net margin — 16.6% vs 1.4%, a 15.2% gap on every dollar of revenue. On growth, LEAR CORP posted the faster year-over-year revenue change (4.8% vs 3.7%). PayPal produced more free cash flow last quarter ($2.2B vs $281.1M). Over the past eight quarters, PayPal's revenue compounded faster (6.2% 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.
PayPalPYPLEarnings & Financial Report
PayPal Holdings, Inc. is an American multinational financial technology company operating an online payments system in the majority of countries that support online money transfers; it serves as an electronic alternative to traditional paper methods such as checks and money orders. The company operates as a payment processor for online vendors, auction sites and many other commercial and company users.
LEA vs PYPL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.0B | $8.7B |
| Net Profit | $82.7M | $1.4B |
| Gross Margin | 5.7% | — |
| Operating Margin | 2.6% | 17.4% |
| Net Margin | 1.4% | 16.6% |
| Revenue YoY | 4.8% | 3.7% |
| Net Profit YoY | -6.1% | 28.2% |
| EPS (diluted) | $1.58 | $1.53 |
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 | $8.7B | ||
| Q3 25 | $5.7B | $8.4B | ||
| Q2 25 | $6.0B | $8.3B | ||
| Q1 25 | $5.6B | $7.8B | ||
| Q4 24 | $5.7B | $8.4B | ||
| Q3 24 | $5.6B | $7.8B | ||
| Q2 24 | $6.0B | $7.9B | ||
| Q1 24 | $6.0B | $7.7B |
| Q4 25 | $82.7M | $1.4B | ||
| Q3 25 | $108.2M | $1.2B | ||
| Q2 25 | $165.2M | $1.3B | ||
| Q1 25 | $80.7M | $1.3B | ||
| Q4 24 | $88.1M | $1.1B | ||
| Q3 24 | $135.8M | $1.0B | ||
| Q2 24 | $173.1M | $1.1B | ||
| Q1 24 | $109.6M | $888.0M |
| 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% | 17.4% | ||
| Q3 25 | 3.4% | 18.1% | ||
| Q2 25 | 4.1% | 18.1% | ||
| Q1 25 | 3.3% | 19.6% | ||
| Q4 24 | 3.7% | 17.2% | ||
| Q3 24 | 3.9% | 17.7% | ||
| Q2 24 | 4.3% | 16.8% | ||
| Q1 24 | 3.3% | 15.2% |
| Q4 25 | 1.4% | 16.6% | ||
| Q3 25 | 1.9% | 14.8% | ||
| Q2 25 | 2.7% | 15.2% | ||
| Q1 25 | 1.5% | 16.5% | ||
| Q4 24 | 1.5% | 13.4% | ||
| Q3 24 | 2.4% | 12.9% | ||
| Q2 24 | 2.9% | 14.3% | ||
| Q1 24 | 1.8% | 11.5% |
| Q4 25 | $1.58 | $1.53 | ||
| Q3 25 | $2.02 | $1.30 | ||
| Q2 25 | $3.06 | $1.29 | ||
| Q1 25 | $1.49 | $1.29 | ||
| Q4 24 | $1.64 | $1.09 | ||
| Q3 24 | $2.41 | $0.99 | ||
| Q2 24 | $3.02 | $1.08 | ||
| Q1 24 | $1.90 | $0.83 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $10.4B |
| Total DebtLower is stronger | $2.7B | — |
| Stockholders' EquityBook value | $5.0B | $20.3B |
| Total Assets | $14.8B | $80.2B |
| Debt / EquityLower = less leverage | 0.54× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $10.4B | ||
| Q3 25 | $1.0B | $10.8B | ||
| Q2 25 | $887.9M | $10.0B | ||
| Q1 25 | $779.9M | $11.2B | ||
| Q4 24 | $1.1B | $10.8B | ||
| Q3 24 | $763.9M | $11.9B | ||
| Q2 24 | $950.3M | $13.6B | ||
| Q1 24 | $930.4M | $14.3B |
| 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 | $20.3B | ||
| Q3 25 | $5.1B | $20.2B | ||
| Q2 25 | $5.1B | $20.2B | ||
| Q1 25 | $4.7B | $20.3B | ||
| Q4 24 | $4.5B | $20.4B | ||
| Q3 24 | $4.8B | $20.2B | ||
| Q2 24 | $4.8B | $20.6B | ||
| Q1 24 | $4.9B | $20.7B |
| Q4 25 | $14.8B | $80.2B | ||
| Q3 25 | $15.2B | $79.8B | ||
| Q2 25 | $15.3B | $79.8B | ||
| Q1 25 | $14.6B | $81.3B | ||
| Q4 24 | $14.0B | $81.6B | ||
| Q3 24 | $14.8B | $83.5B | ||
| Q2 24 | $14.7B | $84.0B | ||
| Q1 24 | $14.9B | $83.3B |
| 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 | $2.4B |
| Free Cash FlowOCF − Capex | $281.1M | $2.2B |
| FCF MarginFCF / Revenue | 4.7% | 25.2% |
| Capex IntensityCapex / Revenue | 3.3% | 2.2% |
| Cash ConversionOCF / Net Profit | 5.75× | 1.66× |
| TTM Free Cash FlowTrailing 4 quarters | $527.2M | $5.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $475.9M | $2.4B | ||
| Q3 25 | $444.4M | $2.0B | ||
| Q2 25 | $296.2M | $898.0M | ||
| Q1 25 | $-127.7M | $1.2B | ||
| Q4 24 | $680.8M | $2.4B | ||
| Q3 24 | $182.7M | $1.6B | ||
| Q2 24 | $291.2M | $1.5B | ||
| Q1 24 | $-34.6M | $1.9B |
| Q4 25 | $281.1M | $2.2B | ||
| Q3 25 | $307.0M | $1.7B | ||
| Q2 25 | $170.8M | $692.0M | ||
| Q1 25 | $-231.7M | $964.0M | ||
| Q4 24 | $488.7M | $2.2B | ||
| Q3 24 | $50.5M | $1.4B | ||
| Q2 24 | $170.4M | $1.4B | ||
| Q1 24 | $-148.2M | $1.8B |
| Q4 25 | 4.7% | 25.2% | ||
| Q3 25 | 5.4% | 20.4% | ||
| Q2 25 | 2.8% | 8.3% | ||
| Q1 25 | -4.2% | 12.4% | ||
| Q4 24 | 8.6% | 26.2% | ||
| Q3 24 | 0.9% | 18.4% | ||
| Q2 24 | 2.8% | 17.3% | ||
| Q1 24 | -2.5% | 22.9% |
| Q4 25 | 3.3% | 2.2% | ||
| Q3 25 | 2.4% | 3.0% | ||
| Q2 25 | 2.1% | 2.5% | ||
| Q1 25 | 1.9% | 2.5% | ||
| Q4 24 | 3.4% | 2.4% | ||
| Q3 24 | 2.4% | 2.2% | ||
| Q2 24 | 2.0% | 2.0% | ||
| Q1 24 | 1.9% | 2.0% |
| Q4 25 | 5.75× | 1.66× | ||
| Q3 25 | 4.11× | 1.58× | ||
| Q2 25 | 1.79× | 0.71× | ||
| Q1 25 | -1.58× | 0.90× | ||
| Q4 24 | 7.73× | 2.14× | ||
| Q3 24 | 1.35× | 1.60× | ||
| Q2 24 | 1.68× | 1.35× | ||
| Q1 24 | -0.32× | 2.16× |
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% |
PYPL
| US | $4.9B | 57% |
| Non Us | $3.7B | 43% |
