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Side-by-side financial comparison of LEAR CORP (LEA) and Royal Caribbean Group (RCL). Click either name above to swap in a different company.
LEAR CORP is the larger business by last-quarter revenue ($6.0B vs $4.3B, roughly 1.4× Royal Caribbean Group). Royal Caribbean Group runs the higher net margin — 17.9% vs 1.4%, a 16.5% gap on every dollar of revenue. On growth, Royal Caribbean Group posted the faster year-over-year revenue change (13.2% vs 4.8%). Over the past eight quarters, Royal Caribbean Group's revenue compounded faster (1.8% 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.
Royal Caribbean Group, formerly known as Royal Caribbean Cruises Ltd., is a cruise holding company headquartered in Miami, Florida, United States and incorporated in Liberia. It is the world's second-largest cruise line operator, after Carnival Corporation & plc. As of September 2025, Royal Caribbean Group fully owns three cruise lines: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. It also holds a 50% stake in TUI Cruises, which operates Mein Schiff and Hapag-Lloyd ...
LEA vs RCL — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $6.0B | $4.3B |
| Net Profit | $82.7M | $762.0M |
| Gross Margin | 5.7% | — |
| Operating Margin | 2.6% | 21.9% |
| Net Margin | 1.4% | 17.9% |
| Revenue YoY | 4.8% | 13.2% |
| Net Profit YoY | -6.1% | 36.3% |
| EPS (diluted) | $1.58 | $2.76 |
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 | — | $4.3B | ||
| Q4 25 | $6.0B | $4.3B | ||
| Q3 25 | $5.7B | $5.1B | ||
| Q2 25 | $6.0B | $4.5B | ||
| Q1 25 | $5.6B | $4.0B | ||
| Q4 24 | $5.7B | $3.8B | ||
| Q3 24 | $5.6B | $4.9B | ||
| Q2 24 | $6.0B | $4.1B |
| Q1 26 | — | $762.0M | ||
| Q4 25 | $82.7M | $753.0M | ||
| Q3 25 | $108.2M | $1.6B | ||
| Q2 25 | $165.2M | $1.2B | ||
| Q1 25 | $80.7M | $730.0M | ||
| Q4 24 | $88.1M | $552.0M | ||
| Q3 24 | $135.8M | $1.1B | ||
| Q2 24 | $173.1M | $854.0M |
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 47.4% | ||
| Q3 25 | 6.4% | 51.8% | ||
| Q2 25 | 7.3% | 49.7% | ||
| Q1 25 | 6.5% | 48.0% | ||
| Q4 24 | 6.8% | 45.4% | ||
| Q3 24 | 7.3% | 51.1% | ||
| Q2 24 | 7.5% | 47.6% |
| Q1 26 | — | 21.9% | ||
| Q4 25 | 2.6% | 21.9% | ||
| Q3 25 | 3.4% | 33.1% | ||
| Q2 25 | 4.1% | 29.3% | ||
| Q1 25 | 3.3% | 23.6% | ||
| Q4 24 | 3.7% | 16.6% | ||
| Q3 24 | 3.9% | 33.4% | ||
| Q2 24 | 4.3% | 26.7% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 1.4% | 17.7% | ||
| Q3 25 | 1.9% | 30.6% | ||
| Q2 25 | 2.7% | 26.7% | ||
| Q1 25 | 1.5% | 18.3% | ||
| Q4 24 | 1.5% | 14.7% | ||
| Q3 24 | 2.4% | 22.7% | ||
| Q2 24 | 2.9% | 20.8% |
| Q1 26 | — | $2.76 | ||
| Q4 25 | $1.58 | $2.76 | ||
| Q3 25 | $2.02 | $5.74 | ||
| Q2 25 | $3.06 | $4.41 | ||
| Q1 25 | $1.49 | $2.70 | ||
| Q4 24 | $1.64 | $2.27 | ||
| Q3 24 | $2.41 | $4.21 | ||
| Q2 24 | $3.02 | $3.11 |
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 | $825.0M |
| Total DebtLower is stronger | $2.7B | $21.3B |
| Stockholders' EquityBook value | $5.0B | $10.2B |
| Total Assets | $14.8B | $41.6B |
| Debt / EquityLower = less leverage | 0.54× | 2.08× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $825.0M | ||
| Q4 25 | $1.0B | $825.0M | ||
| Q3 25 | $1.0B | $432.0M | ||
| Q2 25 | $887.9M | $735.0M | ||
| Q1 25 | $779.9M | $386.0M | ||
| Q4 24 | $1.1B | $388.0M | ||
| Q3 24 | $763.9M | $418.0M | ||
| Q2 24 | $950.3M | $391.0M |
| Q1 26 | — | $21.3B | ||
| Q4 25 | $2.7B | $18.2B | ||
| Q3 25 | $2.8B | $17.2B | ||
| Q2 25 | $2.8B | $17.6B | ||
| Q1 25 | $2.7B | $18.0B | ||
| Q4 24 | $2.7B | $18.5B | ||
| Q3 24 | $2.8B | $19.0B | ||
| Q2 24 | $2.7B | $19.8B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $5.0B | $10.0B | ||
| Q3 25 | $5.1B | $10.1B | ||
| Q2 25 | $5.1B | $9.2B | ||
| Q1 25 | $4.7B | $8.0B | ||
| Q4 24 | $4.5B | $7.6B | ||
| Q3 24 | $4.8B | $7.0B | ||
| Q2 24 | $4.8B | $6.0B |
| Q1 26 | — | $41.6B | ||
| Q4 25 | $14.8B | $41.6B | ||
| Q3 25 | $15.2B | $40.1B | ||
| Q2 25 | $15.3B | $38.5B | ||
| Q1 25 | $14.6B | $37.5B | ||
| Q4 24 | $14.0B | $37.1B | ||
| Q3 24 | $14.8B | $37.1B | ||
| Q2 24 | $14.7B | $37.0B |
| Q1 26 | — | 2.08× | ||
| Q4 25 | 0.54× | 1.81× | ||
| Q3 25 | 0.54× | 1.70× | ||
| Q2 25 | 0.54× | 1.92× | ||
| Q1 25 | 0.59× | 2.26× | ||
| Q4 24 | 0.61× | 2.44× | ||
| Q3 24 | 0.58× | 2.69× | ||
| Q2 24 | 0.57× | 3.29× |
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 | $6.5B |
| Free Cash FlowOCF − Capex | $281.1M | — |
| FCF MarginFCF / Revenue | 4.7% | — |
| Capex IntensityCapex / Revenue | 3.3% | — |
| Cash ConversionOCF / Net Profit | 5.75× | 8.48× |
| TTM Free Cash FlowTrailing 4 quarters | $527.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $6.5B | ||
| Q4 25 | $475.9M | $1.6B | ||
| Q3 25 | $444.4M | $1.5B | ||
| Q2 25 | $296.2M | $1.7B | ||
| Q1 25 | $-127.7M | $1.6B | ||
| Q4 24 | $680.8M | $1.5B | ||
| Q3 24 | $182.7M | $897.0M | ||
| Q2 24 | $291.2M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $281.1M | $116.0M | ||
| Q3 25 | $307.0M | $-989.0M | ||
| Q2 25 | $170.8M | $910.0M | ||
| Q1 25 | $-231.7M | $1.2B | ||
| Q4 24 | $488.7M | $915.0M | ||
| Q3 24 | $50.5M | $563.0M | ||
| Q2 24 | $170.4M | $-567.0M |
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 2.7% | ||
| Q3 25 | 5.4% | -19.2% | ||
| Q2 25 | 2.8% | 20.1% | ||
| Q1 25 | -4.2% | 30.0% | ||
| Q4 24 | 8.6% | 24.3% | ||
| Q3 24 | 0.9% | 11.5% | ||
| Q2 24 | 2.8% | -13.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 35.4% | ||
| Q3 25 | 2.4% | 47.8% | ||
| Q2 25 | 2.1% | 18.4% | ||
| Q1 25 | 1.9% | 10.7% | ||
| Q4 24 | 3.4% | 14.7% | ||
| Q3 24 | 2.4% | 6.8% | ||
| Q2 24 | 2.0% | 52.1% |
| Q1 26 | — | 8.48× | ||
| Q4 25 | 5.75× | 2.16× | ||
| Q3 25 | 4.11× | 0.93× | ||
| Q2 25 | 1.79× | 1.44× | ||
| Q1 25 | -1.58× | 2.23× | ||
| Q4 24 | 7.73× | 2.66× | ||
| Q3 24 | 1.35× | 0.81× | ||
| Q2 24 | 1.68× | 1.84× |
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% |
RCL
Segment breakdown not available.
